Ngay 1 thang 8 nam 2026 - Thi truong dau moi quoc te dong cua thang 7 voi nhung con so an tuong: gia cua WTI futures tang 21,83% trong thang, trong khi Brent tang hon 23,59%. Ngay giao dich dau tien cua thang 8, WTI ket luan tai $84,67/thung dan, Brent tai $90,12/thung dan, ca hai deu nam vung trong vung gia cao.
Tang dong chinh tri dia phuong dot chay dot pha thi truong dau
Sang som ngay 29 thang 7, Iran phong ten lua dan xuyen qua nhieu quan doi My dat o Jordan, gay ra su leo thang cua bong dot Trung Dong. Tin tuc nhanh chong dao nguoc xu huong giam 3 ngay lien tiep cua gia dau. Duoc ho tro boi ky vong cung chap hau va phien tram rui ro dia chinh tri, dau moi ket thuc thang 7 voi nhung bao loi.
Gia nhien lieu trong nuoc duoc dieu chinh tang
Do tac dong cua viec gia dau quoc te tang manh, tu 24h ngay 31 thang 7, gia xang dau trong nuoc duoc tang lan luot 685 yuan/ tan va 655 yuan/ tan. Gia xang Ron 92 tang 0,55 yuan/lit. Tai Bac Kinh, gia xang Ron 92 len toi 7,97 yuan/lit - muc cao nhat trong nhieu nam gan day.
Nguyen lieu nhua: Ho tro chi phi duoc cuong, cau van con chiu ap luc
PE (Polietylen)
Dau thang 8, nganh nhua dang roi khoi mua bao tri tap trung. Cac co so nhu LDPE cua Zhongtian, don vi quy mo cua Yulin Chemical va duong ong HDPE 1 cua Yanshan Petrochemical da lan luot khoi dong tro lai. Ty le van hanh theo tuan tang 6 phan tram so voi tuan truoc, nhung van o muc trung binh-thap, thap hon khoang 1 phan tram so voi cung ky nam ngoai. Gia spot LLDPE: 8.300-8.550 yuan/ tan; LDPE: 9.850-9.950 yuan/ tan; HDPE: 7.850-8.200 yuan/ tan.
Ve phia cau: don hang tam kinh nong nghiep tang lien tuc, viec du tru phim nong trai dang duoc tien hanh, ton kho nguyen lieu thap hon nam ngoai. Tuy nhien, don hang phim dong goi giam, ty le van hanh chung cua nha chuyen che bien ha tang van o muc thap nhat trong nhieu nam gan day.
PP (Polipropilen)
Thi truong PP tang nhe, futures giao dich oi chung. Gia PP raffia tang 0-70 yuan/ tan, gia bot PP tang 25-90 yuan/ tan. Futures dua ra mot so ho tro niem tin cho thi truong spot, nhung su nhiem cua nha mua ha tang van hanh han che, chu yeu la mua theo nhu cau thuc te.
Triep: Thi truong nhua thang 8 co the dao dong
Tich cuc: Dau o muc cao, ho tro chi phi vung chan; trai phieu quoc gia sieu dai han phat hanh lien tuc, chinh sach vi mo duoc ho tro nhẹ; mua cao diem phim nong trai sap den.
Tieu cuc: Cac co so duoc khoi dong lai se tao ap luc nguon cung tang them; chi so PMI nganh san xuat van con trong vung thu hep (thang 7: 49,4%); don hang ha tang han che va tinh trang khang cu gia nguyen lieu cao van con.
Nguon: SCI99 (Zhuochuang), 100ppi, gia ket luan WTI/Brent futures
