Ukungena kuka-2023, i-epoxy resin yasekhaya iyaqhubeka nokwandisa amandla ayo, kodwa ukubuyiselwa kwemfuno esezantsi kungaphantsi koko bekulindelwe, ukungqubana phakathi kokunikezelwa kwemarike kunye nemfuno kuyagxininiswa, kwaye ixabiso lemarike liphela libonisa ukuhla. Ukuncipha komda wenzuzo ye-epoxy resin kunye nokwehla kokusetyenziswa kwamandla kushishino kuye kwaba ziimpawu zokusebenza kwemarike kwisiqingatha sokuqala sika-2023, kodwa umthamo wokuthunyelwa kwamanye amazwe we-epoxy resin unyuke kakhulu xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, kwaye ukungeniswa kwamanye amazwe kwehle kakhulu. Ziziphi iimeko ezintsha kwimarike ye-epoxy resin elandelayo ekufuneka sikhathazeke ngazo, kwaye imarike yexesha elizayo iya kukhula njani?

Uhlalutyo lweempawu zokusebenza kwemarike ye-epoxy resin kwisiqingatha sokuqala sika-2023:

1. Umthamo omtsha wemveliso ye-epoxy resin uyaqhubeka nokukhutshwa, kwaye imveliso yasekhaya iyanda

Ngokwezibalo zedatha zokubeka esweni ulwazi zaseLongzhong, ukususela ngoJanuwari ukuya kuJuni 2023, amandla okuvelisa i-epoxy resin yasekhaya anda ukuya kwiitoni eziyi-3.182,500 ngonyaka, kwaye kongezwa amashishini amatsha amathathu, iZhejiang Haobang Phase II iitoni ezingama-80,000 ngonyaka, i-Anhui starly iitoni ezingama-25,000 ngonyaka, i-Dongying Hebang iitoni ezingama-80,000 ngonyaka, kunye namandla okuvelisa amatsha angama-185,000 eetoni. Amandla okuvelisa i-resin ngenyanga anda ukuya kwiitoni ezingama-265,200, ukunyuka kwe-16.98%.

2, amaxabiso e-epoxy resin ehlile, ukuguquguquka ngokubanzi kuphakathi

Ukususela ngo-2023, ixabiso eliphambili lobunzima be-epoxy resin yasekhaya liye lehla. Ngokwedatha yokubeka esweni yeLongzhong Information, ukusukela nge-30 kaJuni, ixabiso eliphambili le-epoxy resin eMpuma China yayiyi-12,000-12,500 yuan/ton, yehla nge-2,700 yuan/ton ukususela ekuqaleni konyaka, yehla nge-18.12%; Ixabiso eliphambili le-epoxy resin eqinileyo kummandla waseHuangshan yi-12,000-12,500 yuan/ton, yehla nge-2,300 yuan/ton ukususela ekuqaleni konyaka, yehla nge-15.97%. Kwisiqingatha sokuqala sonyaka, uluhlu lokuguquguquka kwemarike oluphambili beluyi-12,000-15,700 yuan/ton, kunye nobukhulu obuphezulu be-3,700 yuan/ton, ngelixa kwixesha elifanayo kunyaka ophelileyo, uluhlu lokuguquguquka beluyi-20800-29300 yuan/ton, kunye nobukhulu obuphezulu be-8,500 yuan/ton. Ngokwahlukileyo koko, ukuguquguquka kwamaxabiso kwimarike ye-resin kwisiqingatha sokuqala sika-2023 bephantsi kakhulu kunakwixesha elidlulileyo.

3, inzuzo iyonke ye-epoxy resin inciphile kakhulu, kwaye izinga lokusetyenziswa komthamo wolwelo linciphile kakhulu.

Kwisiqingatha sokuqala sowama-2023, ukukhula kokusetyenziswa kwesiphelo kungaphantsi kunoko bekulindelwe, ukungqubana phakathi kokunikezelwa kunye nemfuno ye-epoxy resin kuyabonakala, kwaye ixabiso lemarike liphantsi ngokubanzi. Nangona iziko lobunzima bezinto ezikrwada nalo libuthathaka, ukuhla kuncinci kakhulu kune-epoxy resin, kwaye i-epoxy resin ifikelele kwimeko yokulahlekelwa ukusukela ngoFebruwari. Ekupheleni kukaJuni, ilahleko ifikelele kwi-788 yuan/ton ye-epoxy resin engamanzi kunye ne-657 yuan/ton ye-epoxy resin eqinileyo. Ngenxa yokulahlekelwa okukhulu kwenzuzo kushishino, abavelisi be-epoxy resin engamanzi baye banciphisa imveliso kunye neengcaphuno ezimbi, abanye abavelisi bathathe eli thuba lokuhlaziya, kwaye izinga lokusetyenziswa kwamandla kushishino lwe-epoxy resin engamanzi laqhubeka nokwehla, liwela ngaphakathi kwe-40% ngoJuni.

4, ukungeniswa kwe-epoxy resin kuye kwehla kakhulu, kodwa ukuthunyelwa kwamanye amazwe kuye kunyuka kakhulu

Ngokwedatha yokubeka esweni yeLongzhong Information, ukungeniswa kwe-epoxy resin iyonke eTshayina ukususela ngoJanuwari ukuya kuMeyi yayiziitoni ezingama-66,600, ukwehla okukhulu kwe-38% ukusuka kwixesha elifanayo kunyaka ophelileyo. Ngokutsho kohlalutyo, ukwanda kwamandla emveliso ye-epoxy resin yaseTshayina, ukwanda okukhulu kokunikezelwa kwemveliso yasekhaya, kunye nokwehla kokuxhomekeka kwe-epoxy resin ekungenisweni kwempahla zezona zizathu ziphambili zokwehla kokungeniswa kwe-epoxy resin yaseTshayina. Ukuthunyelwa kwamanye amazwe kuye kwanda kakhulu, kwaye ukuthunyelwa kwamanye amazwe kuye kwaba yindlela esebenzayo yokusebenzisa ii-epoxy resin zasekhaya. Ukususela ngoJanuwari ukuya kuMeyi, ukuthunyelwa kwamanye amazwe kwe-epoxy resin iyonke kufikelele kwiitoni ezingama-76,900, ukunyuka malunga ne-77% kwixesha elifanayo kunyaka ophelileyo.

Okwangoku, ingenile kwisiqingatha sesibini sonyaka, kwaye ixabiso eliphakathi lobunzima be-epoxy resin liphinde lanyuka phantsi kwenkxaso yeendleko, kodwa akukho phuculo lubonakalayo kwimfuno esezantsi. Ubonelelo lwemarike, iindleko kunye nokulandelelana kwemfuno esezantsi kusaza kubonakala.

1. Icala lobonelelo: Ubonelelo lweemveliso ze-epoxy resin kulindeleke ukuba lunyuke

Ngokwedatha yokubeka esweni yeLongzhong Information, emva kokuphela kuka-2023, kusekho ngaphezulu kweetoni ezingama-350,000 zemveliso entsha ye-epoxy resin ecetywayo ukuveliswa, xa isiseko semveliso ye-epoxy resin yaseTshayina siqhubeka nokwanda, unikezelo lwasekhaya nalo luya kukhula.

2. Ixabiso: inkxaso ngokubanzi

Kwisiqingatha sesibini sowama-2023, i-bisphenol A isekwimijikelo yokwandisa amandla, kwaye kucetywa ukuba kufakwe izixhobo ezingaphezulu kwe-1.5 yezigidi zeetoni ngonyaka, ngelixa enye i-epichlorohydrin yezinto ezikrwada nayo inokwandiswa kwamandla, kwaye ubuninzi bezinto ezikrwada ezikrwada ziya kuqhubeka, kwaye uninzi lweenkampani zilindele ukuba imakethi inciphe kwisiqingatha sesibini sonyaka. Lilonke, inkxaso yezinto ezikrwada ezikrwada ezikrwada kwimarike ye-epoxy resin ibanzi.

3, imfuno: kufuneka ulandelele, kunzima ukuphucula kakhulu

Kwicala labathengi, ii-epoxy resins zigxile kakhulu kumandla omoya, iiphaneli ezigqunywe ngobhedu, ii-coating njalo njalo. Nangona kunjalo, kwisiqingatha sesibini sonyaka, ukusetyenziswa kokugqibela kwe-epoxy resin akukabi nazibala zikhanyayo. Ngokwembono yoshishino lwamandla omoya, ngo-2022, abavelisi bamandla omoya baseTshayina baphumelele iiprojekthi ezingama-446, iyonke i-86.9GW, ukonyuka kwe-60.63%, irekhodi eliphezulu, kubandakanya umoya womhlaba i-71.2GW, umoya wolwandle i-15.7GW. Xa kujongwa umjikelo wokwakha malunga nonyaka omnye emva kokugqitywa kwebhidi yamandla omoya, ibhanki ilindele ukuba amandla amatsha omoya womhlaba afakiweyo kulindeleke ukuba adlule kwi-55GW ngo-2023, ukonyuka kwe-60%. Umthamo omtsha ofakiweyo womoya ongaphezulu kwe-10GW, uphindwe kabini ngonyaka, imfuno yamandla omoya ye-epoxy resin izinzile, imakethi isenokongeza ukuzithemba okuthile. Nangona kunjalo, ngokubhekiselele kwiipleyiti kunye neengubo zobhedu ezigqunywe ngobhedu, imfuno kwisiqingatha sesibini sonyaka ukususela ngoJulayi ukuya ku-Agasti ibuthathaka kakhulu, imfuno yee-epoxy resins iyancipha, kwaye kufuneka kulandelwe ezinye, nto leyo enzima ukwenza inkxaso efanelekileyo kwimarike. Lilonke, kwisiqingatha sesibini sowama-2023, imfuno ye-resin esezantsi kwesiphelo kunzima ukuba neendawo ezikhanyayo ezibonakalayo.