Domestic soda molora tlhahiso ea fokotseha bekeng ena, hubei habeli-ring mojaro fatše, hona joale nissan 2000-2200 lithane tse, leseli boima alkali theoha indasteri theko khatello, fokotswa tlhokahalo ea soda molora, boima alkali tshebetso e ntle, empa hona joale ho fana ka soda le ho khamphani pelehi. e batla e futsanehile, ho se tsitse ha 'maraka, bofokoli ba' maraka o tlaase, 'maraka oa kelello ha o motle, ho ba bearish motšehare oa mantsiboea.
Hona joale, leseli la alkali 1700, boima ba alkali 1800, sepakapaka sa 'maraka ha se setle, tlhokahalo e tlaase ea noka e tloaelehile, ho lebeletsoe hore e be e fokolang ea ho qeta, ts'ebetso ea ho kopanya Chaena Bohareng, sebakeng seo, leseli la alkali 1450-1650 yuan/ton, alkali e boima 1650-1800 yuan/ton.Wait-and-see, light market, south China maraka consolidation operation, South China light alkali factory 1750, heavy alkali 1950, theko e tiileng e tlase, maraka a bataletse, nako e khutšoanyane. mokhoa o lebeletsoe hore o be o fokolang le o tsitsitseng.
Tlhahlobo ea sekhahla sa ts'ebetso
Bekeng ena sekhahla sa ts'ebetso ea likhoebo tsa soda se eketsehile ha se bapisoa le bekeng e fetileng, sekhahla sa ts'ebetso ka beke se haufi le 77.91%, theko ea lehae ea soda e ntse e sebetsa hantle, moeli oa tlhahiso ea hona joale oa likhoebo tsa soda o thehiloe, empa ka kakaretso. tlhokahalo ea soda e ntse e fokola, papali pakeng tsa phepelo le tlhokahalo e ntse e eketseha, ho phahama ha theko ea 'maraka ho thata ho tsoelapele.Ho lebeletsoe hore tekanyo ea ts'ebetso ea soda e tla ntlafatsoa butle-butle nakong ea morao-rao, tlhahiso ea soda e tla eketseha butle-butle. , mme mmaraka o monyebe o tla tsoela pele ho matlafala.
Tlhahlobo ea thepa
Beke le beke lapeng soda inventory e ntse e le kgolo e tsoelang pele, bohareng ba thepa ea lehae ka kakaretso fihla 118.27, bapisoa le tšimoloho ea lithane tse 23,900, keketseho ea 24,29%, thepa deactivation butle, 'me lebelo tshebetso ya dikgwebo ho tsosolosa phahameng- boemo bo potlakileng, kopano ea indasteri ea soda e sisintsoeng ho fokotsa tlhahiso ea 20-30%, likhoebo tse ling li ikopantse le lebelo. phepelo ea 'maraka oa soda le ho hanyetsana ha tlhokahalo hoa matlafala.
Tlhahlobo ea ho kenya le ho romela kantle ho naha
Ho ea ka lipalo-palo tsa moetlo, ka Loetse 2020, ho romelloa ha molora oa soda naheng ea China ke lithane tse 0.4723, kakaretso ea thepa e tsoang kantle ho lithane tse 205329.13, chelete ea Loetse ea ho kenya chelete ke $ 05700, kakaretso ea chelete e kenang ke $ 31.1496 milione, September / theko ea kakaretso ea $ 12042. Theko ea ho kenya chelete e ka bang $ 151.71 / tonne, thepa e tsoang linaheng tse ling e theohile ka 98% 'me thepa e tsoang linaheng tse ling e ile ea theoha ka 99.98% selemo le selemo, kakaretso ea thepa e tsoang linaheng tse ling ka 110.31% ho feta nako e tšoanang selemong se fetileng.
Lipalopalo tsa meetlo, ka Loetse 2020, molora oa China o romelloang kantle ho naha ke lithane tse 116871.00, kakaretso ea thomello ea lithane tse 1107057.67, chelete e romelloang ka $2018103.5 ka Loetse, kakaretso ea lidolara tse romelloang kantle ho naha ka Loetse karolelano ea theko ea $ 172, kakaretso ea kakaretso ea $ 172. theko ea $ 167.80 / ton, diyantle theoha 39,64%, diyantle ka 10,20%, bapisoa le thepa e tsoang linaheng tse ling ka 5,46% ho feta nako e tšoanang selemong se fetileng.
quotation ea khoebo e ka sehloohong
Bekeng ena, theko ea fektheri ea likhoebo tsa molora oa soda e batla e tsitsitse, theko ea hona joale ea soda le molora e boemong bo tsitsitseng, thepa e ntse e phahama. mokhoa ha o motle.
Tlhahlobo ea lintlha tse susumetsang maraka
Litšenyehelo: phepelo ea 'maraka oa letsoai e tala le tlhoko e eketsehile, litheko libakeng tse ling li ile tsa phahama,' maraka ha oa ka oa fetoha haholo, phepelo ea bahlahisi le tlhokeho e teng papaling, ts'ebetso ea 'maraka e bobebe, e mpe' marakeng oa molora oa soda.
Lehlakore la phepelo: hajoale, likhoebo tse ling li kentse lebelo la thibelo ea tlhahiso, sebaka sa semela sa Jinshan Mengzhou se rerile ho kenela sehlopha sa lithibelo tsa tlhahiso qetellong ea khoeli, ts'ebetso ea pele e tlase e fokola, theko e holimo, 'maraka o tlase o na le ho hanyetsa psychology, theko ea thepa ha e sebetse, basebelisi ba ho qetela ba hlokolosi haholoanyane ho sheba 'maraka, cheseho ea ho nka thepa ha e phahame.Inventory runs e lieha.Papali e holimo le e tlaase e ntse e bonahala haholoanyane. Ka nako e khutšoanyane, ts'ebetso e tsitsitseng ea quotation ea baetsi ba soda ba malapeng ke mosebetsi o ka sehloohong, 'me setsi sa ts'ebetso sa' maraka oa alkali o boima se ntse se theoha, 'me tšehetso ea' maraka e fokotsehile.
Lehlakore la tlhokeho: morao tjena malapeng phaphametseng khalase theko tsitsitseng theko mokhatlo, 'maraka khoebo sepakapaka se bataletseng, shahe sebakeng tlhahiso le thekiso ba ho feta optimistic.The tlhokeho e boima alkali ea khalase phaphametseng le khalase photovoltaic tla boloka keketseho e nyenyane.Ho lebeletsoe hore tlhokahalo ea morao-rao ea molora oa soda e tla be e felile.Molora oa soda le ho feta o ntse o le sethaleng sa lihlahisoa, tlhahiso ea fektheri ea soda le ho rekisa butle-butle e ntse e ntlafala, ba bang ba lihlahisoa ba eketseha butle-butle, phepelo ea 'maraka le tlhokahalo ea ho tsitsipana, kelello ea' maraka e ntse e fokola. , hamorao e ntse e lokela ho ela hloko metsamao ea theko ea 'maraka e holimo le e tlase, tlhahiso ea khoebo le tšebeliso ea bokhoni, tikoloho ea' maraka, boemo ba leholimo bo tla ama metsamao ea theko, joalo ka 'maraka oa nako e khuts'oane oa soda le ho feta o tla tsoela pele ho tsitsisa boemo, ho latela ho bonahala ho hlokahala hape.
Ponelopele ea 'maraka
Comprehensive, soda molora maraka hase feela likhatello tse phahameng inventory, kaho lebatowa e boetse e sa khotsofatse, le hoja lik'hamphani tse ling moeli tlhahiso ka etsa hore dipholo tsa oela, empa thekiso ea sebele haeba e sa rarolloa, ho leka-lekana pakeng tsa phepelo le tlhokahalo e tla boela stalemate, the downstream. bofokoli ba 'maraka, bahoebi bakeng sa ho hanyetsa pono e phahameng,' maraka ka kakaretso o fokola tataiso nts'etsopele.Short - term soda ash market price lebeletsoe hore e fokotsehe.