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大回调甚至跌停!乙二醇的支撑消失了?_我的网站

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Shi Jianyang (L) and his grandfather check the growth of crops on a farmland near a forest area along the Maowusu Desert in northwest China's Shaanxi Province in 2026.(Xinhua)
    Shi Jianyang (L) and his grandfather check the growth of crops on a farmland near a forest area along the Maowusu Desert in northwest China's Shaanxi Province in 2026.(Xinhua)A drone sweeps above the pine forest, sending images of the woods to a screen below. Under the trees stands Shi Jianyang whose grandfather and hundreds of villagers came 40 years ago with shovels and saplings to stop advancing sand.
At 29, Shi belongs to a new generation of desert-control workers equipped with drones, machines and remote irrigation systems. An earth auger can now do in a day what once required about 200 laborers, while a single phone can control drip irrigation across more than 1,000 mu (about 66.67 hectares) of woodland.
For the older Shi's generation, the challenge was getting trees to survive in moving dunes. For the grandson, it is figuring out how to make those forests healthier and more resilient for decades to come.
Their story captures a broader shift in desert control along the southern edge of the Maowusu Desert in northwest China's Shaanxi Province: turning shifting sand into forest was only the beginning.
In 1986, Shi Guangyin, Shi Jianyang's grandfather, led more than 300 villagers into Langwosha, a sandy area in Dingbian County in Yulin City. He had raised 60,000 yuan (about 17,377 U.S. dollars at the time) by selling his family's 84 sheep and borrowing from relatives and banks to contract 3,500 mu of barren sandy land.
The early setbacks were severe. Strong winds destroyed about 90 percent of the saplings in the first year, and about 80 percent of those planted the following year failed to survive.
After seeking advice from forestry experts, Shi and the villagers laid out checkerboard-shaped barriers on windward slopes to hold the sand in place, then planted trees, shrubs and grasses within them. Sapling survival rates rose to about 80 percent.
Over the next four decades, Shi and those working alongside him treated 250,000 mu of sandy and saline-alkali land, with more than 53 million trees and shrubs taking root.
Greening the Maowusu Desert is part of a much larger national undertaking. It is one of the three major battlefronts of China's Three-North Shelterbelt Forest Program, a decades-long effort to curb desertification across northern China.
China has made desertification control a national ecological priority. Since 2023, the country has stepped up efforts under the program, with greater emphasis on systematic restoration and on consolidating earlier gains.
Decades after the first trees took root, a new challenge emerged. Poplars planted decades ago for their rapid growth began reaching the end of their life cycle, with large numbers of trees dying, while forests dominated by a single species were more vulnerable to pests and disease.
Making a forest was one challenge. Keeping it healthy for another generation is another.
Shi Jianyang grew up watching his grandfather and father work to hold back the sand. His father, Shi Zhanjun, spent years planting trees alongside Shi Guangyin before dying in a road accident in 2008 while transporting saplings.
As a boy, Shi Jianyang sometimes resented the work that had taken his father. He spent summer holidays in makeshift tents in the sandy land, eating meals gritty with sand. During planting season, his father would return home with painful blisters in his mouth.
Yet he eventually chose forestry himself.
After studying forestry technology in university, Shi returned home in 2020 and began working in desert control. His team, initially made up of just seven or eight young locals, later brought in university graduates with expertise in soil science, landscaping and pest control.
The younger generation faced a different question: not simply how to make trees survive, but how to make a forest last.
Shi and his team spent more than 40 days in a 5,000-mu woodland setting up sample plots, measuring rainfall, studying soil microorganisms and tracking tree lodging. They proposed renewing aging forests with better-planned forest structures and expanded the planting of Mongolian pine, a long-lived evergreen species that had been successfully tested locally.
To date, about 50,000 mu of land has been planted with Mongolian pine. As some trees fail to survive and require replacement in subsequent planting seasons, the cumulative area of planting operations has reached about 65,000 mu.
Technology has also changed daily work. Drones patrol forests from the air, mechanized equipment dig planting pits, and irrigation can be managed remotely. Sapling survival rates, which Shi Guangyin's generation had raised to about 80 percent through improved sand-control and planting methods, have climbed further to about 92 percent with greater mechanization and more precise management.
Shi said the changes can be felt on the ground. Strong sandstorms have become rare, winds are weaker inside the forest, and the ground stays moist longer after rain. Summer days beneath the trees also feel cooler, while morning dew appears more often. The changes lead him to rethink desert control.
His approach also reflects a broader effort in China's desert regions to link ecological restoration with local livelihoods, giving communities a stronger economic stake in protecting restored land.
With his grandfather's support, Shi and his team have been looking for ways to make better use of the restored land as ecological conditions improve. They have developed potato seedlings suited to sandy soil, promoted greenhouse farming, and set up a livestock cooperative, while increasingly growing potatoes, watermelons and peppers on land once prone to losing water and nutrients.
Shi has also turned to livestreaming e-commerce to market potatoes and other local farm produce, while developing forest-based health and leisure projects. More than 2,000 local residents have seen their incomes rise steadily as farming, livestock breeding and other businesses have developed.
"We used to fear the sand and keep away from it. Now we understand it and know how to make use of it," Shi Guangyin said. "Today, there are opportunities to make a living everywhere in this sandy land."
Across Yulin, forest coverage has risen from 1.8 percent in 1949 to 34.8 percent, while shifting dunes that once encroached on villages have been brought under control.
For Shi Jianyang, however, the green landscape is not proof that the work is finished. "Planting a tree is not difficult," he said. "The difficult part is looking after it for decades."
The grandfather generation learned how to stop the sand. The young generation is learning how to make what grew there last.
Shi Jianyang (R) and his grandfather check tree growth in a forest area in Dingbian County in Yulin City, northwest China's Shaanxi Province in 2026. (Xinhua)
    Shi Jianyang (R) and his grandfather check tree growth in a forest area in Dingbian County in Yulin City, northwest China's Shaanxi Province in 2026. (Xinhua)

二 |       作者:郑邮飞/F0284348、Z0010566/  一德期货能源化工分析师  要点速览版  做多关键因素消失,甚至逐步进入过剩格局。  短期价格在悲观情绪释放后仍存一定支撑。  最近的乙二醇堪称市场的明星品种,8月6日以来涨势如虹,得益于其基本面强劲支撑。  支撑因素分析  最关键的影响因素仍是海峡持续封锁,导致中东特别是沙特的货物难以运出,我国乙二醇进口自3月份以来持续下滑,预计9月份进口仍难有大的恢复,10月份进口需要看随后地缘缓解后是否有货物运出。

三 |   乙二醇供应缺失大于需求增量,尽管聚酯前期开工率低于去年,但长丝开工仍有韧性。

四 |   库存持续去化至近几年同期低位水平,偏低的库存进一步提高了价格弹性。  临近交割月时,供应特别是进口短期内大幅恢复概率较小,较低的库存以及终端的开工韧性导致短期乙二醇矛盾难解,吸引资金大幅入场。

五 |   后市展望  后期来看,近月乙二醇的矛盾只能通过挤压需求来实现硬平衡,同时配合国内供应略有边际恢复。经测算,聚酯开工需要降到77-78%左右才能实现乙二醇短期的相对平衡。进入9月份,终端瓶片和短纤已经有装置预期停车,同时受利润和原料的制约。  未来海峡仍是基本面关注的重点,隔夜海峡局势出现一定的缓解。如果乙二醇进口恢复顺利,做多的关键因素将消失,甚至逐步进入过剩格局,但是如果未来海峡问题仍存在一定的反复,预计短期价格在悲观情绪释放后仍存在一定的支撑。  乙二醇库存  编辑:武宇杰  审核:赵洪虎/F0303315、Z0012132/  复核:于心悦  报告完成日期:2026年8月26日  交易咨询业务资格:证监许可〔2012〕38号责任编辑:李铁民。

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Published on:16:43:51