Kwisiqingatha sokuqala sonyaka, imakethi ye-epoxy resin ibonise ukuhla okubuthathaka, kunye nenkxaso yeendleko ezibuthathaka kunye nonikezelo olubuthathaka kunye neziseko zemfuno ngokudibeneyo zenza uxinzelelo kwimarike. Kwisiqingatha sesibini sonyaka, phantsi kolindelo lwexesha eliphezulu lokusetyenziswa kwemveli "yegolide elithoba kunye nesilivere elishumi", icala lemfuno linokufumana ukukhula kwezigaba. Nangona kunjalo, ukuqwalasela ukuba unikezelo lwemarike ye-epoxy resin lungaqhubeka lukhula kwisiqingatha sesibini sonyaka, kwaye ukukhula kwecala lemfuno kuncinci, kulindeleke ukuba uluhlu oluphantsi lwe-epoxy resin market kwisiqingatha sesibini sonyaka luya kuguquguquka okanye lunyuke ngezigaba, kodwa isithuba sokunyuka kwexabiso silinganiselwe.
Ngenxa yokucotha kokuchacha koqoqosho lwasekhaya kwisiqingatha sokuqala sonyaka, imfuno esezantsi yomlambo kunye ne-terminal ye-epoxy resin yayingaphantsi kunoko bekulindelekile. Ngenxa yokukhululwa kwesixhobo esitsha sokuvelisa izixhobo zasekhaya kunye nenkxaso ebuthathaka yeendleko zempahla ekrwada, amaxabiso e-epoxy resin angena kwindlela yokuhla ngoFebruwari, edlula ulindelo lokuhla. Ukususela ngoJanuwari ukuya kuJuni 2023, ixabiso eliqhelekileyo le-East China epoxy resin E-51 (ixabiso lokumkela, ixabiso lokuhanjiswa, kuquka irhafu, ukupakishwa komgqomo, ukuthuthwa kwemoto, okufanayo ngezantsi) kwakuyi-14840.24 yuan / ton, ukuhla kwe-43.99% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo (jonga umfanekiso 1). Ngomhla we-30 kaJuni, i-epoxy resin yasekhaya i-E-51 ivaliwe kwi-13250 yuan / ton, ukuncipha kwe-13.5% xa kuthelekiswa nokuqala konyaka (jonga uMfanekiso 2).

Inkxaso enganeleyo yeendleko ze-epoxy resin ezimbini zezinto eziluhlaza

Kwisiqingatha sokuqala sonyaka, ugqaliselo lothethathethwano lwasekhaya kwi-bisphenol A luye lwaguquguquka kwaye lwehla. Xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, ixabiso lemarike eliphakathi kwe-bisphenol A eMpuma yeChina laliyi-9633.33 yuan / ton, phantsi kwe-7085.11 yuan / ton, phantsi kwe-42.38%. Ngeli xesha, uthethwano oluphezulu luyi-10300 yuan / ton ekupheleni kukaJanuwari, kwaye uthethathethwano oluphantsi luyi-8700 yuan / toni phakathi kukaJuni, kunye nexabiso le-18.39%. Uxinzelelo oluhlayo kwixabiso le-bisphenol A kwisiqingatha sokuqala sonyaka ubukhulu becala luvela kwiinkalo zobonelelo kunye nemfuno kunye neendleko zeendleko, kunye neenguqu kwipatheni yokubonelela kunye nemfuno enempembelelo ebalulekileyo kumaxabiso. Kwisiqingatha sokuqala sika-2023, umthamo wemveliso yasekhaya ye-bisphenol A unyuke ngeetoni ezingama-440000, kwaye imveliso yasekhaya yanda kakhulu unyaka nonyaka. Nangona ukusetyenziswa kwe-bisphenol A kuye kwanda unyaka nonyaka, uphuhliso loshishino lwe-terminal lubonisa ukulindela okuqinileyo kobuthathaka, kodwa izinga lokukhula alikho ngokukhawuleza njengecala lokubonelela, kwaye ukunikezelwa kweemarike kunye noxinzelelo lwemfuno luye lwanda. Kwangaxeshanye, i-phenol acetone ekrwada iphinde yehla ngokuhambelanayo, idityaniswe nokunyuka komngcipheko we-macroeconomic, ukuzithemba kweemarike ngokuqhelekileyo kubuthathaka, kwaye izinto ezininzi zinefuthe elibi kwixabiso le-bisphenol A. Kwisiqingatha sokuqala sonyaka, i-bisphenol imarike nayo yafumana ukuphindaphinda okuhleliweyo. Esona sizathu siphambili kukuhla okubonakalayo kwingeniso yemveliso kunye nelahleko enkulu kwizixhobo zenzuzo enkulu. Inxalenye yezixhobo ze-bisphenol A ziye zancitshiswa ekusebenzeni, kwaye iifektri ezisezantsi ziye zagxila ekubuyiseleni kwakhona ukuxhasa ukunyuka kwamaxabiso.
Imarike yasekhaya ye-Epichlorohydrin yayibuthathaka kwaye iguquguquka kwisiqingatha sokuqala sonyaka, kwaye yangena kumjelo osezantsi ngasekupheleni kuka-Epreli. Ixabiso le-Epichlorohydrin liye laguquguquka ukusuka ekuqaleni konyaka ukuya kwiintsuku ezilishumi zokuqala zika-Epreli. Ukunyuka kwexabiso ngoJanuwari kwakungenxa yokuphuculwa kwee-odolo ze-epoxy resin esezantsi phambi komnyhadala, onyuse umdla wokuthenga we-Epichlorohydrin ekrwada. Umzi-mveliso uhambise iikhontrakthi ezininzi kunye nemiyalelo yokuqala, okubangele ukunqongophala kwesitokhwe kwiimarike, okukhokelela ekunyuseni kwamaxabiso. Ukwehla ngoFebruwari kubangelwe ikakhulu kukucotha kwetheminali kunye nemfuno esezantsi yomlambo, uthintelo lokuthunyelwa kwefektri, uxinzelelo oluphezulu lwempahla, kunye nokuhla okuncinci kwamaxabiso. Ngo-Matshi, ii-odolo ze-epoxy resin ezisezantsi zazinobuvila, izikhundla ze-resin zaziphezulu, kwaye imfuno yayinzima ukuyiphucula kakhulu. Amaxabiso emarike aye ehla ngokwentelekiso, kwaye ezinye izityalo zeklorin zathotywa kwiindleko kunye noxinzelelo lwe-inventri ukuba luyeke. Embindini ka-Epreli, ngenxa yokupakishwa kwezinye iifektri kwisiza, unikezelo lwamabala kwezinye iindawo lwaluqinile, lubangele ukwanda kwee-odolo zemarike ezintsha kunye nothethathethwano kwii-odolo zokwenene. Ukusukela ekupheleni kuka-Epreli ukuya embindini kaJuni, ukwahlulwa kwengeniso yenkqubo ezininzi kuye kwabonakala ngokuthe ngcembe, kukhatshwa neemvakalelo zokuthenga ezibuthathaka ukusuka phezulu nakumazantsi omlambo, okubangele ukuhla kweemarike emva kothethathethwano olululo. Njengoko ukuphela kukaJuni kusondela, uxinzelelo lweendleko zepropylene luphezulu kakhulu, kwaye imvakalelo yabanini kwimarike iyanda ngokuthe ngcembe. Ezinye iinkampani ezisezantsi zifuna ukulandela kuphela, kwaye umoya wokurhweba kwimarike uye wafudumala ngokufutshane, okukhokelela ekunyukeni okumxinwa kwamaxabiso omyalelo wokwenyani. Kwisiqingatha sokuqala se-2023, ixabiso eliqhelekileyo le-Epichlorohydrin kwimarike yase-East China iya kuba malunga ne-8485.77 yuan / ton, phantsi kwe-9881.03 yuan / ton okanye i-53.80% xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo.
Ukungahambelani phakathi konikezelo kunye nemfuno kwimarike yasekhaya ye-epoxy resin iyanda

Icala lokubonelela: Kwisiqingatha sokuqala sonyaka, umthamo omtsha wokuvelisa malunga neetoni ze-210000, kuquka i-Dongfang Feiyuan kunye ne-Dongying Hebang, yakhululwa, ngelixa izinga lokukhula kweemfuno ezisezantsi lalisezantsi kunecala lokubonelela, kwandisa ukungafani phakathi kokubonelela kunye nemfuno kwimarike. Umyinge wokusebenza komsebenzi we-epoxy resin E-51 imboni kwisiqingatha sokuqala sonyaka wawumalunga ne-56%, ukuncipha kweepesenti ezi-3 zeepesenti xa kuthelekiswa nexesha elifanayo kunyaka odlulileyo. Ekupheleni kukaJuni, ukusebenza kwemarike kukonke kwehle ukuya kuma-47%; Ukususela ngoJanuwari ukuya kuJuni, ukuveliswa kwe-epoxy resin kwakumalunga neetoni ze-727100, ukunyuka konyaka-ngonyaka we-7.43%. Ukongeza, ukungeniswa kwe-epoxy resin ukusuka ngoJanuwari ukuya kuJuni bekumalunga neetoni ezingama-78600, ukuhla kwe-40.14% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo. Isizathu esona sizathu kukuba unikezelo lwasekhaya lwe-epoxy resin lwanele kwaye umthamo wokungenisa elizweni uncinci. Unikezelo lulonke lufikelele kwi-25.2 yezigidi zeetoni, ukwanda kwe-7.7% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo.; Umthamo omtsha olindelekileyo wemveliso kwisiqingatha sesibini sonyaka yi-335000 yeetoni. Nangona ezinye izixhobo zinokulibazisa imveliso ngenxa yamanqanaba engeniso, unikezelo kunye noxinzelelo lwemfuno, kunye nokuhla kwexabiso, yinyani engenakuphikiswa ukuba umthamo wokuvelisa i-epoxy resin uya kukhawulezisa ngakumbi isantya sokwandiswa kwamandla xa kuthelekiswa nesiqingatha sokuqala sonyaka, kwaye amandla okubonelela ngentengiso angaqhubeka nokukhula. Ngokwembono yemfuno, ukubuyiswa komgangatho wokusetyenziswa kwetheminali kuyacotha. Kulindeleke ukuba kuqaliswe imigaqo-nkqubo emitsha yokusetyenziswa kovuselelo kwisiqingatha sesibini sonyaka. Ngokungeniswa koluhlu lwamanyathelo omgaqo-nkqubo ukukhuthaza ukuphuculwa koqoqosho oluzinzileyo, ukulungiswa okuzenzekelayo kwamandla acacileyo ngaphakathi kwezoqoqosho kuya kuphakanyiswa, kwaye uqoqosho lwaseTshayina kulindeleke ukuba luqhubeke nokuphucula kancinci, ekulindeleke ukuba iqhube imfuno yeemveliso ze-epoxy.

Icala lemfuno: Emva kokulungelelaniswa kwemigaqo-nkqubo yokuthintela ubhubhane, uqoqosho lwasekhaya lwangena ngokusemthethweni kwijelo lokulungisa ngoNovemba 2022. Nangona kunjalo, emva kobhubhane, ukubuyiswa koqoqosho kusalawulwa yi "scenario based" recovery, kunye nokhenketho, ukutya kunye namanye amashishini ahamba phambili ekubuyiseleni kwaye abonise ukukhawuleza okunamandla. Isiphumo esiqhutywa yimfuno kwiimveliso zamashishini sisezantsi kunoko kulindelweyo. Kukwasebenza okufanayo kwi-epoxy resin, enemfuno esezantsi kunokuba bekulindelwe. Iingubo ezisezantsi zomsinga, i-electronics, kunye nemizi-mveliso yamandla omoya iye yachacha ngokucothayo, ngecala elibuthathaka ngokubanzi. Ukusetyenziswa okubonakalayo kwe-epoxy resin kwisiqingatha sokuqala sonyaka kwakumalunga neetoni ezingama-726200, ukuncipha kwe-2.77% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo. Njengoko unikezelo kunye nemfuno inyuka kwaye iyancipha, ukungahambelani phakathi konikezelo kunye nemfuno ye-epoxy resin kuya kuba namandla ngakumbi, okukhokelela ekunciphiseni kwe-epoxy resin.
I-epoxy resin ineempawu ezicacileyo zonyaka, kunye namathuba aphezulu okunyuka ukusuka ngoSeptemba ukuya ku-Oktobha

Ukuguquguquka kwamaxabiso e-epoxy resin kuneempawu ezithile zonyaka, ezibonakaliswe ngokukodwa njengokunyuka okumxinwa kwimarike emva kweenyanga ezilithoba zokuqala zokuguquguquka, kunye nemfuno ye-stocking esezantsi egxininiswe ngoJanuwari nangoFebruwari ngaphambi koMthendeleko waseNtwasahlobo ukuxhasa amaxabiso e-resin; NgoSeptemba ka-Okthobha uye wangena kwixesha lesiqhelo lokusetyenziswa kwe-"Golden Nine Silver Ten", kunye nokunyuka kwamaxabiso aphezulu; NgoMatshi ngoMeyi noNovemba Disemba ngokuthe ngcembe bangena kwi-off-season, kunye ne-inventory enkulu yezinto ezikrwada zokwetyisa ezantsi kwe-epoxy resin, kunye namathuba aphezulu okuhla kwexabiso lemarike. Kulindeleke ukuba imarike ye-epoxy resin iya kuqhubeka nephethini yokuguquguquka kwexesha elingasentla kwisiqingatha sesibini salo nyaka, kudityaniswe notshintsho kumaxabiso emarike yamandla kunye nenkqubo yokubuyisela uqoqosho lwasekhaya.
Kulindeleke ukuba indawo ephezulu kwisiqingatha sesibini sonyaka inokwenzeka ngoSeptemba nango-Oktobha, ngelixa inqanaba eliphantsi lingenzeka ngoDisemba. Imarike ye-epoxy resin iguquguquka kuluhlu oluphantsi lwesiqingatha sonyaka, kwaye uluhlu lwexabiso oluqhelekileyo lunokuba phakathi kwe-13500-14500 yuan / ton.