Kusukela ngo-2023, i-epoxy resin yasekhaya iyaqhubeka nokwandisa umthamo wayo, kodwa ukubuyiselwa kwesidingo esingezansi kuncane kunalokho obekulindelwe, ukuphikisana phakathi kokunikezwa kwemakethe nesidingo kuyagqanyiswa, futhi intengo yemakethe iyonke ikhombisa umkhuba wokwehla. Ukuncipha kwenzuzo ye-epoxy resin kanye nokwehla kokusetshenziswa kwamandla embonini kube yizimpawu zokusebenza kwemakethe engxenyeni yokuqala ka-2023, kodwa umthamo wokuthunyelwa kwamanye amazwe we-epoxy resin ukhuphuke kakhulu uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, futhi ukungeniswa kwempahla kwehle kakhulu. Yiziphi izimo ezintsha emakethe ye-epoxy resin elandelayo okufanele sikhathazeke ngazo, futhi imakethe yesikhathi esizayo izothuthuka kanjani?

Ukuhlaziywa kwezimpawu zokusebenza kwemakethe ye-epoxy resin engxenyeni yokuqala ka-2023:

1. Amandla amasha okukhiqiza i-epoxy resin ayaqhubeka nokukhishwa, futhi umkhiqizo wasekhaya uyanda

Ngokusho kwezibalo zedatha yokuqapha ulwazi eLongzhong, kusukela ngoJanuwari kuya kuJuni 2023, amandla okukhiqiza i-epoxy resin yasekhaya anda afinyelela kumathani angu-3.182,500 ngonyaka, kwathi amabhizinisi amathathu amasha anezelwa, iZhejiang Haobang Phase II amathani angu-80,000 ngonyaka, i-Anhui star 25,000 amathani ngonyaka, i-Dongying Hebang amathani angu-80,000 ngonyaka, kanye namandla okukhiqiza amasha angamathani angu-185,000. Amandla okukhiqiza i-resin yanyanga zonke anda afinyelela kumathani angu-265,200, ukwanda ngo-16.98%.

2, amanani e-epoxy resin ehlile, ukuguquguquka okuphelele kuphakathi nendawo

Kusukela ngo-2023, isikhungo sentengo yamandla adonsela phansi kwe-epoxy resin yasekhaya siye sehla sehla. Ngokusho kwedatha yokuqapha yeLongzhong Information, kusukela ngoJuni 30, ukuxoxisana okuyinhloko kwe-epoxy resin ewuketshezi eMpumalanga China kwakuyi-12,000-12,500 yuan/ton, kwehle ngo-2,700 yuan/ton kusukela ekuqaleni konyaka, kwehle ngo-18.12%; Intengo yokuxoxisana okuyinhloko ye-epoxy resin eqinile esifundeni saseHuangshan ingu-12,000-12,500 yuan/ton, kwehle ngo-2,300 yuan/ton kusukela ekuqaleni konyaka, kwehle ngo-15.97%. Engxenyeni yokuqala yonyaka, ububanzi bokushintshashintsha kwemakethe obujwayelekile babuyi-12,000-15,700 yuan/ton, kanye nobukhulu obukhulu obuyi-3,700 yuan/ton, kanti esikhathini esifanayo ngonyaka odlule, ububanzi bokushintshashintsha babuyi-20800-29300 yuan/ton, kanye nobukhulu obukhulu obuyi-8,500 yuan/ton. Ngokuphambene nalokho, ukuguquguquka kwentengo yemakethe ye-resin engxenyeni yokuqala ka-2023 kwakuphansi kakhulu kunasesikhathini esedlule.

3, inzuzo enkulu ye-epoxy resin yehle kakhulu, futhi izinga lokusetshenziswa kwamandla oketshezi lehle kakhulu

Engxenyeni yokuqala ka-2023, ukukhula kokusetshenziswa kwe-terminal kuncane kunalokho obekulindelwe, ukuphikisana phakathi kokunikezwa kanye nesidingo se-epoxy resin kuyabonakala, futhi intengo yemakethe yehla iyonke. Nakuba isikhungo sokudonsa amandla sezinto zokusetshenziswa sibuthakathaka, ukwehla kuncane kakhulu kunokwe-epoxy resin, futhi i-epoxy resin ingena esimweni sokulahlekelwa kusukela ngoFebhuwari. Ekupheleni kukaJuni, ukulahlekelwa kufinyelele ku-788 yuan/ton ye-epoxy resin ewuketshezi kanye ne-657 yuan/ton ye-epoxy resin eqinile. Ngenxa yokulahlekelwa okukhulu kwenzuzo embonini, abakhiqizi be-epoxy resin ewuketshezi banciphise ukukhiqizwa kanye nezilinganiso ezingezinhle, abanye abakhiqizi basebenzise leli thuba ukulungisa, futhi izinga lokusetshenziswa kwamandla embonini ye-epoxy resin ewuketshezi laqhubeka nokwehla, lehla laya ngaphakathi kuka-40% ngoJuni.

4, ukungeniswa kwe-epoxy resin kwehle kakhulu, kodwa ukuthunyelwa kwamanye amazwe kwenyuke kakhulu

Ngokusho kwedatha yokuqapha yeLongzhong Information, inani eliphelele lokungeniswa kwe-epoxy resin eShayina kusukela ngoJanuwari kuya kuMeyi lalingamathani angu-66,600, ukwehla okukhulu kwama-38% kusukela esikhathini esifanayo ngonyaka odlule. Ngokusho kokuhlaziywa, ukwanda kwamandla okukhiqiza i-epoxy resin yaseShayina, ukwanda okukhulu kokunikezwa kwasekhaya, kanye nokwehla kokuncika kwe-epoxy resin ekungenisweni yizona zizathu eziyinhloko zokwehla kokungeniswa kwe-epoxy resin yaseShayina. Ukuthunyelwa kwamanye amazwe kukhuphuke kakhulu, futhi ukuthunyelwa kwamanye amazwe kube yindlela ephumelelayo yokusebenzisa ama-epoxy resin asekhaya. Kusukela ngoJanuwari kuya kuMeyi, inani eliphelele lokuthunyelwa kwamanye amazwe kwe-epoxy resin lifinyelele kumathani angu-76,900, ukwanda cishe kwama-77% esikhathini esifanayo ngonyaka odlule.

Njengamanje, sekungene engxenyeni yesibili yonyaka, futhi isikhungo sentengo yamandla adonsela phansi e-epoxy resin siphinde sakhuphuka ngaphansi kokusekelwa yizindleko, kodwa akukho ukuthuthuka okukhulu ekudingweni okuphansi. Ukunikezwa kwemakethe, izindleko kanye nokulandelwa kwesidingo okuphansi kusazobonakala.

1. Uhlangothi lokuphakelwa: Ukunikezwa kwemikhiqizo ye-epoxy resin kulindeleke ukuthi kwande

Ngokusho kwedatha yokuqapha yeLongzhong Information, ngemuva kokuphela kuka-2023, kusenamathani angaphezu kuka-350,000 omthamo omusha wokukhiqiza we-epoxy resin ohlelwe ukufakwa ekukhiqizweni, lapho isisekelo sokukhiqiza i-epoxy resin yaseShayina siqhubeka nokukhula, ukuphakelwa kwasekhaya nakho kuzokhula.

2. Izindleko: ukwesekwa okuvamile

Engxenyeni yesibili ka-2023, i-bisphenol A isesekujikelezweni kokwandiswa kwamandla, futhi kuhlelwe ukuthi kukhiqizwe imishini engaphezu kwezigidi eziyi-1.5 ngonyaka, kuyilapho enye i-epichlorohydrin yezinto zokusetshenziswa nayo inokwandiswa kwamandla, futhi ukuphakelwa ngokweqile kwezinto zokusetshenziswa ...

3, isidingo: kudingeka nje silandele, kunzima ukuthuthuka kakhulu

Kusukela ohlangothini lwabathengi, ama-epoxy resins agxile kakhulu ngaphansi kwamandla omoya, amaphaneli ambozwe ngethusi, izembozo njalo njalo. Kodwa-ke, engxenyeni yesibili yonyaka, ukusetshenziswa kokugcina kwe-epoxy resin kusantula izindawo ezikhanyayo. Ngokombono wemboni yamandla omoya, ngo-2022, abakhiqizi bamandla omoya baseShayina bawine amaphrojekthi angu-446, inani eliphelele elingu-86.9GW, ukwanda okungu-60.63%, okuphezulu kakhulu, okuhlanganisa umoya womhlaba ongu-71.2GW, umoya wolwandle ongu-15.7GW. Uma kucatshangelwa umjikelezo wokwakha cishe unyaka owodwa ngemuva kokuqedwa kokubhida kwamandla omoya, ibhange lilindele ukuthi amandla amasha afakiwe omoya womhlaba kulindeleke ukuthi adlule ku-55GW ngo-2023, ukwanda okungaba ngu-60%. Amandla amasha afakiwe omoya angaphezu kuka-10GW, okuphindwe kabili kunonyaka nonyaka, isidingo samandla omoya se-epoxy resin sizinzile, imakethe isenganezela ukuzethemba okuthile. Kodwa-ke, maqondana namapuleti ambozwe ngethusi kanye nezingubo zokumboza, isidingo engxenyeni yesibili yonyaka kusukela ngoJulayi kuya ku-Agasti sibuthakathaka kakhulu, isidingo sama-resin epoxy sinciphile, futhi kudingeka kulandelwe okwengeziwe, okunzima ukwakha ukwesekwa okuhle emakethe. Sekukonke, engxenyeni yesibili ka-2023, isidingo se-resin esingezansi komfula kunzima ukuba nezindawo ezikhanyayo ezinkulu.