Người bán PP, PE chuyển hướng hàng hóa sang Trung Quốc thay vì Ấn Độ và Đông Nam Á đang bị ảnh hưởng bởi COVID

Những người tham gia thị trường PP và PE nhập khẩu của Trung Quốc đã ngày càng nhận được nhiều báo giá cho các lô hàng chuyển hướng từ Ấn Độ và Đông Nam Á, nơi làn sóng đại dịch COVID-19 thứ hai tiếp tục hoành hành.

Các lệnh phong tỏa mới do số ca nhiễm gia tăng đã làm sụt giảm nhu cầu trong nước ở những khu vực này, khiến người bán chuyển hướng hàng hóa sang các thị trường thay thế, điển hình là Trung Quốc.

Theo nguồn tin từ một nhà sản xuất PE và PP Đông Nam Á: “Giá nhập khẩu trên khắp châu Á phải đối mặt với áp lực từ nhu cầu giảm dần tại Ấn Độ và Đông Nam Á. Hoạt động giao thương cũng đã chậm lại do kỳ nghỉ lễ Eid. Tâm lý thị trường chỉ có thể cải thiện một khi các quốc gia này kiểm soát được đại dịch.”

Giá CIF Trung Quốc nối dài xu hướng giảm do nguồn cung tăng

Giá PE nhập khẩu tại Trung Quốc đã đảo chiều vào khoảng cuối tháng 3 và giảm đều đặn kể từ thời điểm đó. Trên thị trường PP nhập khẩu, giá raffia và injection tiếp tục giảm kể từ khi hạ từ mức cao nhất trong 6 năm qua vào giữa tháng 4.

Xu hướng giảm của thị trường polyolefin chủ yếu được cho là do thiếu nhu cầu đối với nguyên liệu nhập khẩu vì các thị trường nội địa của Trung Quốc có nguồn cung dồi dào và mức giá cạnh tranh hơn nhiều.

Trước tình hình đại dịch hoành hành ở Ấn Độ và Đông Nam Á thúc đẩy nhiều người bán chuyển hướng hàng hóa đã mua trước đó hoặc các lô hàng mới đến nước này, những người tham gia thị trường dự đoán áp lực lên giá CIF Trung Quốc sẽ tăng lên trong thời gian tới.

Giá nhập khẩu chạm mức thấp nhất kể từ trước Tết Nguyên đán

Theo dữ liệu trung bình hàng tuần từ Chỉ số Giá ChemOrbis, giá PP homo, LDPE, LLDPE và HDPE film nhập khẩu theo phương thức CIF Trung Quốc đã chạm mức thấp nhất kể từ tuần trước Tết Nguyên đán.

Import homo-PP LDPE LLDPE HDPE Price CIF China

Các mức giá chung là 1140-1190 USD/tấn PP homo raffia, ở mức 1340-1390 USD/tấn LDPE film, 1060-1150 USD/tấn LLDPE film và 1060-1120 USD/tấn HDPE film, đều theo phương thức CIF Trung Quốc, tiền mặt.

So với tuần trước, giá PP homo, LLDPE và HDPE giảm 10-30 USD/tấn, trong khi LDPE giảm 90-100 USD/tấn.

Trong đó, báo giá nguyên liệu xuất xứ Ấn Độ nằm ở phân khúc giá thấp nhất.

Được viết bởi Merve Sezgün – [email protected]

Nguồn: https://www.chemorbis.com/vi/

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