Halofo ea pele ea theko ea 'maraka oa caustic soda le ho feta ka kakaretso tshebetso e ntle, karolo ea nako eo theko e ntseng e tsoela pele ho hula, moea oa transaction o chesa.Bohareng ba January - February, theko ea kakaretso ea' maraka oa caustic soda e tsoela pele tsoha. Mabaka a mantlha ke a latelang: ka lehlakoreng le leng, litaelo tsa pele ho thekiso ea likhoebo tsa soda le ho feta tsa Northwest caustic soda li ile tsa tsoela pele ho ba ntle ka Pherekhong. Ho ne ho se khatello ea hore fektheri e saene liodara, thepa e ne e lula e le boemong bo tlaase, ’me ha e le hantle ho ne ho se na khatello ea thekiso. Ka lehlakoreng le leng, ho theosa le noka alumina fumana taelo boemo bo botle, haholo-holo aluminium fektheri ka boroa-bophirimela ho China ho hlakile hore e khutšoanyane ea alkali, palo e kholo ea Xinjiang caustic soda mohloli phallo ho ea sebakeng se ka boroa-bophirimela, ea isang phepelo e tsoelang pele e thata ea Xinjiang caustic. soda, e sa lekana ho fana ka sethaleng ho bahoebi, bahoebi ba boemo ba caustic soda mohloli le tsona ha li ngata; Ho phaella moo, tlhahiso ea alumina ea Hebei Wenfeng pele ho thepa, karolo e ncha ea tlhokahalo ea soda ea caustic, 'maraka oa caustic soda le oona o tlisitse matla a itseng a nepahetseng; Litheko tse ling tse ka tlaase ho noka li batla ho tlatsoa hape le thepa e loketseng pele ho matsatsi a phomolo le tsona li tlisa tšehetso e ntle thekong ea caustic soda; Ho feta moo, mefuta e mengata ea keketseho ea theko ea lik'hamphani tsa caustic soda sebakeng sena e batla e itekanetse, bokhoni ba ho amohela ba tlase le barekisi bo batla bo laoloa, 'me maikutlo a' maraka a amoheleha. Litheko tsa fektheri ea Synthetic caustic soda li tsoela pele ho phahama.Ha bohareng ba 2 - bohareng ba March, theko ea 'maraka ea pianjian ea malapeng e tsoela pele ho theoha, ka mor'a hore ho be le nako e khutšoanyane ea lebaka le phahameng, kaha karolo e fetileng ea litheko tsa alkali e ile ea phahama ho ea holimo. , ho theosa le noka bakeng sa phahameng alkali ho hanyetsa eketseha, hammoho le underperforming nako mokelikeli alkali maraka litheko, alkali fektheri pontšo bili ha e ntle, ho eketseha khatello ea, inventory, Letlapa alkali theko tsoela pele ho falla.Ho tloha bohareng le ho elella bofelong ba March ho ea qetellong ea June. , theko ea soda ea malapeng e kene ka har'a mocha o tsitsitseng o tiileng le oa holimo bakeng sa likhoeli tse ka bang 3. Lebaka le ka sehloohong, ka lehlakoreng le leng, ho 4 ho ea ho tse 5 tse fapaneng tsa lipalangoang tsa libaka tse sebetsang hantle li tlaase, khoebo e kholo ea nako ea ho fana ka nako ea lehae ha e lefelloe, potoloho ea ho fana ka nako e telele, e lebisang ho lihlahisoa tsa sechaba e ntse e le tlaase, boemo bo bobe ba phepelo ea phepelo ea thepa, mmoho le lik'hamphani tse ling tsa alkali mothating ona ho hlophisa tlhokomelo, fana ka matlafatso e 'ngoe; Ka lehlakoreng le leng, theko ea alkali ea mokelikeli karolong e ka bochabela ea China e ntse e phahama, 'me kamohelo e itseng e tlisa phaello e tsoelang pele ho theko ea caustic soda. Ho feta moo, indasteri ea aluminium e tlaase e na le ts'ehetso e matla bakeng sa tlhokahalo e tsitsitseng ea soda ea caustic, 'me ho ea ka Zhuochuang Information, likhoebo tsa alumina li na le sehlopha se tlaase sa bauxite, ho eketsa palo ea soda ea caustic ke e' ngoe ea lintlha tse ka sehloohong tse tsoelang pele ho tlisa matlafatso e ntle; Ho feta moo, ka Phuptjane, likhoebo tse ling tse kholo tsa soda le ho feta li ne li tsepamisitse maikutlo tlhokomelong e tsoelang pele, e leng se entseng hore phello e ntle ea phepelo ea soda le ho e tsoele pele, 'me litaelo tsa pele ho thekiso ea likhoebo tsa caustic soda libakeng tse fapaneng li ile tsa tsoela pele ho ba tse ntle, le maikutlo a batho. theko ea ho lokisa e ile ea tsoela pele ho ba teng.Ho tloha boemong ba hona joale ba 'maraka, ha theko ea soda e ntse e phahama ka nako e telele, cheseho e tlaase ea theko e phahameng ea caustic soda ho fumana thepa e fokotsehile, ho eketseha ha theko ea soda ho bonahala ho fokotsehile haholo,' me ba bang. bahoebi ba na arbitrage thomelo boemo, 'maraka eketseha kelello ke ho feta kakaretso. 'Me qetellong ea June le mathoasong a July ea potoloho ena ea nako ea tlhokomelo, phepelo ea soda le ho feta e tla fola butle-butle,' maraka e le boikutlo bo botle ba li-bearish bo tla eketsa haholoanyane. alkali social inventories, sengoathoana sa likhoebo tsa alkali ho ntse ho e-na le libuka tse lokelang ho fanoa le lihlahisoa tsa sechaba tsa alkali li ntse li sa phahame, litheko tsa nako e khutšoanyane li tla tlisa tšehetso ho karolo ea 'maraka oa alkali, nako e khutšoanyane ea theko ea fektheri ea alkali e lebelletsoe ho matha phahameng consolidation, slashed monyetla oa eona ha e khōlō, sengoathoana sa theko alkali maraka theoha hanyenyane a koahetsoeng ka monyetla oa ho ba teng. Ka nako e telele, ka ho phethoa ha litaelo tsa hona joale pele ho thekiso le ho fela ha nako ea tlhokomelo, 'me phaello ea kakaretso ea liindasteri tse tlaase ha e ntle, theko ea maraka ea lehae ea caustic soda e ka' na ea tsoela pele ho theoha haholo.
Nako ea poso: Jul-25-2022