I te katinga o te hinu mata i te pō, ka whakatuwherahia anō e ngā utu penehīni me te tīhiera ā-rohe tētahi ara pikinga hou, i te ahiahi i ētahi rohe, e rua, e toru rānei ngā whakarerekētanga hei pikinga mō te wae matua o te penehīni me te tīhiera, ā, ka tīmata te rautaki hokohoko iti a te tīhiera. Nō nā tata nei, kua tautokona te tono mō te penehīni e te pikinga o te maha o ngā haerenga raumati me te hinu hauhautanga, engari kei te pā tonu te tīhiera ki te ua i te Raki me te Tonga, ā, kāore i tino pai ake te tono.
E ai ki ngā raraunga aroturuki a Longzhong, mai i ngā ripanga e rua i runga ake nei, i te tīmatanga o Ākuhata o tēnei tau, i piki ake ngā utu penehīni me te tīhiera o roto mai i te tīmatanga o Hūrae, i piki te penehīni i waenga i te 45-367 yuan/tana, ko Shandong te iti rawa o te pikinga; Ko te pikinga o te tīhiera i ngā wāhi rerekē ko te 713-946 yuan/tana, ā, he nui ake te pikinga i ngā wāhi katoa, ā, he nui ake te pikinga o te tīhiera i te penehīni.
I muri i ētahi rauna o te pana ake, ko ngā take motuhake koia ēnei:
1. Te pikinga o ngā utu hinu mata o te ao
Mai i te tīmatanga o Hūrae ki te tīmatanga o Ākuhata, i tukuna e Saudi Arabia me Rūhia ētahi atu whakahekenga whakaputanga, ā, e matapaetia ana ka pai ake te tihi o te whakamahinga wahie i te Hononga o Amerika me ngā tirohanga ōhanga o Āhia, ā, ko te hekenga o ngā taonga hinu mata arumoni i te Hononga o Amerika e tautokona ana e ngā rongo pai, ā, kua piki haere ngā utu hinu mata o te ao. I te 3 o Ākuhata, i kati a Brent ki te $85.14 / BBL, he pikinga $10.49 / BBL, 14.05% rānei mai i te tīmatanga o Hūrae.
2. he nui te hua o te kaweake mai i te penehīni me te tīhiera ā-rohe
E ai ki te aroturukitanga raraunga a Longzhong, me te whakamahi i te tauranga o te Tonga o Haina hei tauira, mai i waenganui ki te mutunga o Hune o tēnei tau, kua whakatuwheratia te matapihi whakatau tata mō te kaweake penehīni me te tīhiera ā-rohe. I te 3 o Ākuhata, ko te hua o ngā kaweake penehīni a Haina ki Singapore he 183 yuan/tana, he pikinga 322.48% mai i waenganui o Hune; ko te hua kaweake tīhiera he 708 yuan/tana, he pikinga 319.08% mai i waenganui o Hune.
I te pikinga ake o ngā hua kaweake penehīni me te tīhiera ā-rohe, e matapaetia ana ka kaweake atu te mākete i ētahi atu kaweake, ā, ka tuwhera ētahi o ngā wāhanga matua i te marama o Hūrae, i te tīmatanga o Hūrae, ko ētahi o ngā wāhanga matua i te rawhiti o Haina 92# ngā utu penehīni 8380 yuan/tana, tae noa ki te 3 o Ākuhata, ka piki te utu ki te 8700 yuan/tana, he pikinga o te 320 yuan/tana, 3.82% rānei; I piki te utu o te tīhiera kawemai mai i te 6,860 yuan/tana ki te 7,750 yuan/tana, he pikinga o te 890 yuan/tana, 12.97% rānei. I te tīmatanga o te kohikohinga o ngā wāhanga matua i te mamaoa me te tīhiera, ka whai ake ētahi takawaenga, ka piki te utu kotahi-rahi o ngā kaipuke penehīni me te tīhiera, ā, i heke te utu o te hinu mata i ētahi wā, engari i piki te utu o te penehīni me te tīhiera, kaua ki te heke.
3, ka aro ngā kaiwhakahaere mākete ki ngā kuota kaweake
Tae noa ki tēnei wā, e rua ngā wāhanga o ngā herenga kaweake hinu kua whakamātauhia e te Manatū Tauhokohoko o Haina i tēnei tau, arā, ko te 27.99 miriona tana te katoa. Mai i Hānuere ki Hune, ko te nui o ngā hua hinu kua whakamātauhia i Haina ko te 20.3883 miriona tana. Mēnā i tangohia ngā hua hinu kua whakamātauhia i kawemaihia i raro i te tirotiro here o tāwāhi, ko te nui o ngā hua kua whakamātauhia ko te 20.2729 miriona tana, ko te tere whakaoti i te herenga kaweake ko te 72.43%, ā, e 7.717,100 tana o ngā herenga kaweake hei whakaoti. E ai ki ngā kōrero a Longzhong i akohia mai i te mākete, ko te nui o ngā hua hinu kua whakamātauhia i whakamaheretia mō Haina i te marama o Hūrae me Ākuhata ko te 7.02 miriona tana, ki te taea te kaweake i ēnei rahinga, ko te herenga kaweake o ngā hua hinu kua whakamātauhia o Haina i te marama o Hānuere me Ākuhata ko te 97.88%, ā, kua pau katoa te herenga o ngā wāhanga e rua. I tēnei wā, he pai te hua o ngā kaweake penehīni me te tīhiera ā-rohe, e matapaetia ana ka tukuna te tuatoru o ngā wāhanga o ngā herenga kaweake i waenganui o tēnei marama, kaua e whakakore i te āheinga o ētahi hinonga kaweake ki te tāpiri i ngā kaweake penehīni me te tīhiera.
4, kua whakaitihia te kaha tiaki whare, ā, kua hoki mai te tuku, engari kua ngoikore te pānga o te tuku me te tono ki te mākete
I te marama o Ākuhata, i heke tonu te tauine tiaki o ngā whare hanga hinu matua o Haina, e ai ki ngā tatauranga mōhiohio a Longzhong, i te marama o Ākuhata ko Daqing anake te whare hanga hinu me te matū me Lanzhou Petrochemical e rua ngā whare hanga hinu matua e tiaki ana, e 700,000 tana te kaha tiaki, he iti iho i te 1.4 miriona tana i te marama o Hūrae, he hekenga o te 66%. E ai ki ngā whakatau tata raraunga, e matapaetia ana ka piki te tapeke o te hinu o ngā whare hanga hinu matua i te marama o Ākuhata ki te 61.3%, he pikinga 0.75% mai i te marama o mua. I heke tonu te ōwehenga ki te 1.02. I piki ake te hua o te penehīni me te wahie rererangi mō ngā marama e rima karapīpiti, ā, i heke te hua o te hinu tīhi mō ngā marama e toru karapīpiti. Nō reira, e matapaetia ana ko te putanga kua whakaritea mō te mamaoa, te tīhi me te waro i roto i te whare hanga hinu matua i te marama o Ākuhata he 11.02 miriona tana, 11.27 miriona tana me te 5.01 miriona tana, ia, ko +4.39%, -0.68% me te +7.92%.
I te marama o Ākuhata, kāore i tino rerekē te kaha tiaki o ngā whare hanga hinu motuhake, ā, e matapaetia ana ka uru atu ki te 2.27 miriona tana o te kaha tiaki, he pikinga o te 50,000 tana mai i te marama o Hūrae, he pikinga o te 2.25%. Nā te mea ko ngā whare hanga hinu i whakahoutia i te marama o Hūrae, pērā i a Xintai Petrochemical, Yatong Petrochemical, Panjin Haoye me ētahi atu whare hanga hinu, ā, ka whakatuwheratia a Lanqiao Petrochemical, Wudi Xinyue, Dalian Jinyuan, Xinhai Shihua, me ētahi atu i te tīmatanga o Ākuhata, ka whakakore i te kaha o te whakahoutanga o te tipu Baolai Petrochemical i te marama o Ākuhata. I te nuinga o te wā, e matapaetia ana ka piki ake te hanga hinu kua whakatikatikaina ā-rohe i te marama o Ākuhata, ā, i roto i ēnei, ka piki ake te hanga penehīni i ia marama, ā, kāore e matapaetia ka nui te rerekētanga o te hanga tīhiera.
I te nuinga o te wā, kei te piki tonu ngā utu o te penehīni me te tīhiera o roto, ko te nuinga nā te pikinga o ngā utu hinu mata, te nui o ngā hua kaweake, e matapaetia ana ka piki ake te rahinga kaweake o te mākete, ā, kei te haere mai te "koura e iwa hiriwa tekau", me mahi ngā mahi rarangi taonga i mua i te mākete, ā, he iti noa ngā utu tīhiera tōmua, ā, he teitei noa te hihiri o te mahi mākete ki te whakataurite ki te penehīni. E matapaetia ana ka piki ake ngā utu hokohoko i te wiki e tū mai nei, ā, he kaha tonu te tautoko a ngā purongo hinu mata, e matapaetia ana me te tukunga o te toha kaweake, tera pea ka piki tonu te mākete penehīni me te tīhiera.
Wā tuku: Akuhata-08-2023




