Ukungena kwi-2023, i-epoxy resin yasekhaya iyaqhubeka nokwandisa umthamo, kodwa ukubuyiswa kweemfuno ezisezantsi kuncinci kunokuba bekulindelwe, ukuchasana phakathi kokunikezelwa kweemarike kunye nemfuno kugxininiswe, kwaye ixabiso lemarike lilonke libonisa ukuhla. Ukucuthwa komda wenzuzo ye-epoxy resin kunye nokwehla kokusetyenziswa komthamo weshishini kuye kwaba ziimpawu zokusebenza kwemarike kwisiqingatha sokuqala sonyaka ka-2023, kodwa umthamo wokuthumela ngaphandle we-epoxy resin unyuke kakhulu xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, kwaye ukungenisa elizweni kuye kwanda kakhulu. yehle kakhulu. Zeziphi iimeko ezintsha kwimakethi yokulandela i-epoxy resin ekufuneka uzikhathaze ngayo, kwaye iya kukhula njani imarike yexesha elizayo?

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

1. Umthamo omtsha wokuvelisa i-epoxy resin uyaqhubeka nokukhululwa, kwaye imveliso yasekhaya iyanda

Ngokutsho kweenkcukacha-manani zedatha ye-Longzhong yokubeka iliso, ukususela ngoJanuwari ukuya kuJuni 2023, amandla okuvelisa i-epoxy resin yasekhaya yanda ukuya kwi-3.182,500 yeetoni / ngonyaka, kwaye amashishini amatsha amathathu ongeziweyo, i-Zhejiang Haobang Phase II 80,000 tons / ngonyaka, i-Anhui stellar 25,000 tons / ngonyaka, Dongying Hebang 80,000 iitoni/ngonyaka, kunye nenani lilonke imveliso entsha 185,000 iitoni. Umthamo wenyanga wemveliso ye-resin unyuke ukuya kwiitoni ezingama-265,200, ukwanda kwe-16.98%.

I-2, amaxabiso e-epoxy resin ehla, ukuguquguquka ngokubanzi kuphakathi

Ukusukela ngo-2023, iziko lexabiso lomxhuzulane we-epoxy resin yasekhaya liye lahla linyuka. Ngokutsho kwedatha yokubeka iliso ye-Longzhong Information, ukususela nge-30 kaJuni, uthethathethwano oluqhelekileyo lwe-liquid epoxy resin e-East China yayiyi-12,000-12,500 yuan / ton, phantsi kwe-2,700 yuan / toni ukususela ekuqaleni konyaka, phantsi kwe-18.12%; Ixabiso lothethathethwano oluqhelekileyo lwe-epoxy resin eqinile kwingingqi ye-Huangshan yi-12,000-12,500 yuan/toni, phantsi kwe-2,300 yuan/toni ukusuka ekuqaleni konyaka, phantsi kwe-15.97%. Kwisiqingatha sokuqala sonyaka, uluhlu oluqhelekileyo lokuguquguquka kwemarike yayiyi-12,000-15,700 yuan/toni, kunye nobukhulu be-3,700 yuan/toni, ngelixa kwangelo xesha linye kunyaka ophelileyo, uluhlu lokuguquguquka lwaluyi-20800-29300 yuan/toni, kunye nobukhulu be-amplitude ye-8,500 yuan/toni. Ngokwahlukileyo, ukuguquguquka kwexabiso kwimakethi yeresin kwisiqingatha sokuqala sika-2023 kwakusezantsi kakhulu kunexesha elidlulileyo.

3, ingeniso yengeniso ye-epoxy resin inciphe kakhulu, kwaye izinga lokusetyenziswa komthamo wolwelo lwehle kakhulu.

Kwisiqingatha sokuqala sika-2023, ukukhula kokusetyenziswa kwe-terminal kuncinci kunokuba bekulindelwe, ukuchasana phakathi konikezelo kunye nemfuno ye-epoxy resin ibalasele, kwaye ixabiso lentengiso lisezantsi lilonke. Nangona iziko lomxhuzulane wezinto eziluhlaza nalo lubuthathaka, ukuhla kuncinci kakhulu kune-epoxy resin, kwaye i-epoxy resin ingene kwimeko yokulahleka ukusukela ngoFebruwari. Ekupheleni kukaJuni, ilahleko yenyuka kwi-788 yuan/ton ye-liquid epoxy resin kunye ne-657 yuan/ton ye-epoxy resin eqinileyo. Ngenxa yelahleko enzulu yenzuzo kwishishini, abavelisi be-epoxy resin elulwelo baye banciphisa imveliso kunye nesicatshulwa esibi, abanye abavelisi bathatha ithuba lokuhlaziya, kwaye izinga lokusetyenziswa komthamo weshishini le-epoxy resin liyaqhubeka nokuhla, liwela ngaphakathi kwama-40% ngoJuni.

I-4, ukuthengiswa kwe-epoxy resin kuye kwancipha kakhulu, kodwa ukuthunyelwa kwamanye amazwe kunyuke kakhulu

Ngokutsho kwedatha yokubeka iliso ye-Longzhong Information, ukungeniswa okupheleleyo kwe-epoxy resin e-China ukususela ngoJanuwari ukuya kuMeyi kwakuyi-66,600 yeetoni, ukwehla okubukhali kwe-38% ukusuka kwixesha elifanayo kunyaka odlulileyo. Ngokohlalutyo, ukwanda komthamo wemveliso ye-epoxy resin yaseTshayina, ukonyuka okukhulu kunikezelo lwangaphakathi, kunye nokwehla kokuxhomekeka kweresin ye-epoxy ekuthengisweni kwemveliso kumazwe angaphandle zezona zizathu ziphambili zokuhla kokungeniswa kwe-epoxy resin yaseTshayina. Ukuthunyelwa kwempahla kumazwe angaphandle kuye kwanda kakhulu, kwaye ukuthunyelwa kwamanye amazwe kuye kwaba yindlela esebenzayo yokutya i-epoxy resins yasekhaya. Ukususela ngoJanuwari ukuya kuMeyi, ukuthunyelwa ngaphandle kwe-epoxy resin kufikelele kwiitoni ezingama-76,900, ukwanda malunga ne-77% ngexesha elifanayo kunyaka odlulileyo.

Okwangoku, ingene kwisiqingatha sesibini sonyaka, kwaye iziko lexabiso le-gravity ye-epoxy resin liye laphinda lanyuka kwaye lenyuka phantsi kwenkxaso yeendleko, kodwa akukho phuculo olukhulu kwimfuno esezantsi. Ubonelelo lwemarike, iindleko kunye nokulandelelwa kweemfuno ezisezantsi kusaza kubonakala.

1. Icala lokubonelela: Ukunikezelwa kweemveliso ze-epoxy resin kulindeleke ukuba kwandiswe

Ngokutsho kwedatha yokubeka iliso ye-Longzhong Information, emva kokuphela kwe-2023, kusekho ngaphezu kwe-350.000 yeetoni zomthamo omtsha wemveliso ye-epoxy resin ecetywayo ukuba ifakwe kwimveliso, xa isiseko semveliso ye-epoxy resin yaseChina siqhubeka nokwandisa, unikezelo lwasekhaya luya kuba nakho khula.

2. Iindleko: inkxaso ngokubanzi

Kwisiqingatha sesibini sika-2023, i-bisphenol A isembindini womjikelo wokwandisa umthamo, kwaye ngaphezu kwe-1.5 yezigidi zeetoni / ngonyaka wezixhobo zicetywa ukuba zifakwe kwimveliso, ngelixa enye i-epichlorohydrin ekrwada nayo inokwandiswa komthamo, kunye nokugqithiswa kwezixhobo. izinto eziphindwe kabini ezikrwada ziya kuqhubeka, kwaye uninzi lweenkampani zilindele ukuba imarike icuthe kwisiqingatha sesibini sonyaka. Ngokubanzi, ukuxhaswa kwezinto eziphindwe kabini zentengiso ye-epoxy resin ngokubanzi.

3, imfuno: kufuneka nje ukulandela, kunzima kakhulu ukuphucula kakhulu

Ukusuka kwicala labathengi, i-epoxy resins igxininiswe kakhulu ezantsi kumandla omoya, iipaneli ezinxibe ubhedu, iingubo njalo njalo. Nangona kunjalo, kwisiqingatha sesibini sonyaka, ukusetyenziswa kokugqibela kwe-epoxy resin kusenayo indawo eqaqambileyo. Ngokwembono yeshishini lamandla omoya, ngo-2022, abavelisi bamandla omoya baseTshayina baphumelele iiprojekthi ezingama-446 zizonke, i-86.9GW iyonke, ukwanda kwe-60.63%, irekhodi eliphezulu, kubandakanywa umoya womhlaba 71.2GW, umoya wolwandle 15.7GW. Ithathela ingqalelo umjikelo wolwakhiwo omalunga nonyaka omnye emva kokuqukunjelwa kobizo lwamandla omoya, ibhanki ilindele ukuba isakhono esitsha esifakelweyo somoya womhlaba kulindeleke ukuba sigqithe kuma-55GW ngo-2023, ukwanda okumalunga nama-60%. Umoya omtsha ofakwe amandla angaphezu kwe-10GW, ngaphezulu kokuphindwe kabini ngonyaka, imfuno yamandla omoya e-epoxy resin izinzile, imarike isenokongeza ukuzithemba. Nangona kunjalo, ngokubhekiselele kumacwecwe eengubo zethusi kunye neengubo, imfuno kwisiqingatha sesibini sonyaka ukususela ngoJulayi ukuya ku-Agasti iyancipha, imfuno ye-epoxy resins iyancitshiswa, kwaye kufuneka ilandelwe ngakumbi, okunzima ukwenza okulungileyo. inkxaso kwimarike. Lilonke, kwisiqingatha sesibini sika-2023, i-resin ezantsi kwe-terminal ibango kunzima ukuba neendawo eziqaqambileyo.