Ngo-2023, ingqondo ethinta intengo ye-acetone ikakhulukazi i-geopolitical, amandla aphezulu kanye nezintengo zempahla eluhlaza, ukungafani kokuhlinzekwa kanye nesidingo okubangelwa ukukhiqizwa kwemishini emisha, i-inventory ephansi yemikhumbi nempahla engenisiwe ethekwini, ukujikeleza okuqinile indawo, kanye nokwakhiwa okuyisicaba kwezimboni zokugcina, ukuze amabhizinisi e-phenol ketone aqhubeke nokuba sesimweni sokulahlekelwa. Kusukela ngomhla ka-21 Novemba 2023, isilinganiso senani le-acetone yasekhaya ngo-2023 lalingu-6111 yuan/ton, okuwukunyuka ngo-10.28%.

Imakethe ye-acetone yasekhaya yayixutshwe engxenyeni yokuqala yonyaka, futhi imakethe yayisebenza ngezinga eliphezulu engxenyeni yesibili yonyaka. Ngekota yokuqala, imakethe ye-acetone iyonke ibonise imakethe ewayo ngemuva kokukhuphuka; Ukuma ngemva kokwehla ngokushesha ngemva kokukhuphuka kwekota yesibili; Kusukela engxenyeni yesithathu, i-acetone inyuke futhi yakhuphukela endaweni ephakeme kakhulu ngonyaka. Engxenyeni yesine, ngokukhiqizwa kwemishini emisha, ukuhlinzekwa kwempahla yasekhaya kwanda, futhi akukho ndawo yokunciphisa.

Ngekota yokuqala, amathani e-Shenghong Refining and Chemical angu-650,000, i-Jiangsu Ruiheng amathani angu-650,000, i-Guangxi Huayi amathani angu-280,000 emishini ye-phenol ketone afakwe ekukhiqizweni, futhi ukunikezwa kwasekhaya kwenyukile. Ekupheleni kukaJanuwari, umoya weholide loMkhosi we-Spring uya uqina, amabhizinisi amaningi agcina ekhetha ukuhoxa emakethe futhi alinde, ebambe isimo sengqondo sebhizinisi lezimpahla ngaphansi kwengcindezi yokuthunyelwa ivinjiwe, kuzwakale ukuthengiselana okumbalwa, linda ukucaca ngemuva koMkhosi Wasentwasahlobo, isimo sokuhweba. iyaphola, futhi i-acetone market amplitude ayinkulu kwikota yokuqala.

Engxenyeni yesithathu yekota, inhloso ye-arbitrage yokuthekelisa yathuthukiswa, futhi ngokukhululwa kwamadivayisi amasha afakwe ekukhiqizeni engxenyeni yokuqala, umthombo wokungenisa ngokusobala ucindezelwe, umkhumbi kanye nempahla yabambezela ukufika kwechweba, i-inventory yechweba yenqaba, ukugcwala kwezinsiza zamabala kwanda, futhi umnikazi wezimpahla waphusha umkhathi. Imboni esezansi nomfula isesimweni esinenzuzo, ukuthengwa kwe-acetone kushintshile kwaba nesimo sengqondo esinethemba, futhi ukuthengwa kwezinto zokusetshenziswa kusheshisiwe.

Ngekota yesine, amasethi amane wamadivayisi akhathazayo azofakwa ekukhiqizweni, ukunikezwa kwe-acetone ekhaya kulindeleke ukuthi kukhule, kukhuphule imakethe yokulinda nokubona, yize amandla amasha okukhiqiza esekela amadivaysi e-bisphenol A aphansi, kodwa ukusetshenziswa kwe-acetone kunqunyelwe, ukuthengiswa kwamanye amazwe kuyaqhubeka ukwanda, kungakhiphi imakethe ye-acetone kulindeleke ukuthi yehle.

Engxenyeni yokuqala neyesine ka-2023, amandla amasha okukhiqiza asekhaya azogxilwa, futhi amadivaysi amasha asazofakwa ekukhiqizeni engxenyeni yokuqala ka-2024, nakuba amadivaysi asekelayo aphansi azokhula kanyekanye, ngakho-ke ngokusekelwe ekucatshangelweni kokuhlinzekwa kanye funa ibhalansi, i-acetone izogcina ukuguquguquka okuncane kwikota yokuqala. Ngokufika kwehlobo, isidingo se-acetone sibonakala kancane kancane ngenkathi engekho, futhi isikhungo semakethe sokudonsela phansi sizoba sengcupheni yokwehla. Ngemuva kokushisa, igolide eliyisishiyagalolunye lesiliva eliyishumi lifika, imakethe ye-acetone inamandla okukhuphuka, kodwa kuyadingeka ukunaka ukukhululwa komthamo wedivayisi yokwandisa umfula, ukukhiqizwa okuphakathi kwedivayisi ye-phenol ketone yasekhaya kanye izinguquko ezindlekweni zezinto zokusetshenziswa, zizoba nomthelela omkhulu emakethe yendawo ye-acetone. Into ebaluleke kakhulu ukubheka ushintsho kumehluko phakathi kokuhlinzeka nokufunwa nokunquma ububanzi bokuguquguquka kwentengo yemakethe yendawo. Ulwazi lwe-Longzhong lulindele ukuthi inani lentengo elijwayelekile le-acetone ngo-2024 Lingase libe nengozi yokuwa unyaka nonyaka.