Kesan Situasi di Rusia Dan Ukraine Terhadap Industri Tekstil

Kesan situasi di Rusia dan Ukraine terhadap industri tekstil

1. Bahan mentah melambung tinggi

Menurut Kementerian Perindustrian dan Teknologi Maklumat, antara lebih daripada 130 bahan kimia asas utama, 32 peratus daripada varieti di China masih kosong, dan 52 peratus daripada varieti masih diimport. Seperti-bahan kimia elektronik tinggi,-bahan berfungsi tinggi,-poliolefin tinggi, hidrokarbon aromatik, gentian kimia, dsb., dan kebanyakan produk di atas dan rantaian industri dibahagikan bahan mentah tergolong dalam bahan mentah kimia pukal asas.

Tidak sukar untuk melihat bahawa lebih daripada 30 jenis produk kimia di China diimport terutamanya dari luar negara, dan sebahagian daripadanya sangat bergantung, seperti-produk monopoli mewah seperti adiponitril, hexamethylene diamine, high{ {2}}akhir titanium dioksida dan silikon. Sejak awal tahun, trend harga produk ini telah meningkat secara beransur-ansur, dengan peningkatan maksimum sebanyak 8,200 yuan/tan, peningkatan hampir 30 peratus .

2. Harga minyak antarabangsa melebihi 110 dolar AS,

poliester harga pendek atau agak kukuh pada bulan Mac

The "financial nuclear weapons" button was pressed, and oil prices shot up again. On February 26, Western powers such as the United States, the European Union, the United Kingdom and Canada issued a joint statement, announcing that several major Russian banks were prohibited from using the SWIFT international settlement system; the European Parliament passed a resolution to limit the import of oil and gas from Russia and implement new Investment ban, severing its ties with SWIFT, the Society for Worldwide Interbank Financial Telecommunication. The market panic has continued to expand, and market participants have begun to worry about whether there will be follow-up measures such as energy sanctions.

Sanctions against Russia continued to escalate, the market worried that Russia's energy supply would be interrupted, and international oil prices soared. On March 2, international crude oil prices continued to rise. Brent crude futures rose 3.44 percent to 110.91 a barrel, the highest since 2014. WTI crude oil futures rose more than 5 percent to US109.13 per barrel. At present, it is unlikely that the conflict between Russia and Ukraine will ease in the short term. With the continuous interpretation of this incident, the risk factors of oil prices have not been lifted, and the risk premium will continue to increase. , there are currently market forecasts for oil prices to rise to 140 per barrel or even higher.

According to past experience, the crude oil market has risen sharply, and the polyester polyester market must follow! From a recent point of view, the Russian-Ukrainian crisis has affected the market nerves, the staged upward trend of crude oil is irreversible, the pattern of weak supply and strong demand continues, and the market's bullish sentiment will not diminish, which will drive the speed of market shipments to accelerate in the short term.

Isu geopolitik di Ukraine dan Rusia adalah pemacu paling asas kepada kenaikan harga minyak baru-baru ini. Walaupun terdapat juga beberapa faktor negatif dalam pasaran harga minyak antarabangsa, sebagai contoh, bekalan gas syal di Amerika Syarikat mungkin meningkat, bertindih pada pelepasan bekalan berpotensi Iran, dan dolar AS akan mengukuh secara berperingkat, tetapi pasaran masih menumpukan lebih kepada isu geopolitik. Faktor negatif telah menjadi lemah. Dalam tempoh kemudian, dijangka selepas Mac, pelan penyelenggaraan dan pengurangan beban industri PIBG akan lebih tertumpu. Dijangkakan bahawa pasaran PIBG secara beransur-ansur menunjukkan keadaan nyahstock yang kecil; tetapi etilena glikol berkemungkinan akan terus terkumpul.

Isu Ukraine semasa mungkin terus merangsang harga minyak, tetapi inventori minyak mentah AS terus berkembang, dan AS sedang mempertimbangkan untuk melepaskan semula rizab strategiknya, isu Iran berjalan lancar, dan OPEC plus mungkin berpegang pada rancangan peningkatan pengeluarannya pada mesyuarat pada awal Mac. Pada masa ini, pasaran minyak masih terjalin, jangka pendek-Atau meneruskan trend kejutan yang kerap. Dari segi harga minyak, harga gentian ruji dijangka agak kukuh pada bulan Mac di bawah jangkaan bahawa tiada tekanan ke atas asas gentian ruji poliester itu sendiri dan bekalan bahan mentah utama akan berkurangan dengan banyak.