Kungena u-2023, i-epoxy resin yasekhaya iyaqhubeka nokwandisa umthamo, kodwa ukutholwa kwesidingo esingezansi komfula kuncane kunalokho obekulindelwe, ukungqubuzana phakathi kokunikezwa kwemakethe nokufunwa kuyagqanyiswa, futhi intengo yemakethe iyonke ikhombisa ukwehla. Ukuncishiswa komkhawulo wenzuzo ye-epoxy resin kanye nokwehla kokusetshenziswa kwamandla embonini sekuphenduke izici zokusebenza kwemakethe engxenyeni yokuqala ka-2023, kodwa umthamo wokuthekelisa we-epoxy resin ukhule kakhulu uma uqhathaniswa nesikhathi esifanayo ngonyaka odlule, futhi ukungenisa ezweni kuye kwanda. kwehle kakhulu. Yiziphi izimo ezintsha emakethe ye-epoxy resin elandelwayo okufanele ukhathazeke ngayo, futhi izothuthuka kanjani imakethe yesikhathi esizayo?

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

1. Umthamo omusha wokukhiqiza we-epoxy resin uyaqhubeka nokukhululwa, futhi ukukhiqizwa kwasekhaya kuyanda

Ngokusho kwezibalo zedatha yokuqapha ulwazi lwe-Longzhong, kusukela ngoJanuwari kuya kuJuni 2023, amandla okukhiqiza i-epoxy resin yasekhaya anwebeka afinyelela kumathani angu-3.182,500 ngonyaka, futhi kwangezwa amabhizinisi amasha amathathu, iZhejiang Haobang Phase II amathani angama-80,000 ngonyaka, i-Anhui stellar amathani angama-25,000/ ngonyaka, i-Dongying Hebang amathani angama-80,000 / ngonyaka, enekhono lokukhiqiza elisha lamathani ayi-185,000. Umthamo wenyanga wokukhiqiza we-resin ukhuphuke wafinyelela kumathani angama-265,200, okuwukukhuphuka ngo-16.98%.

2, amanani e-epoxy resin aphansi, ukuguquguquka okuphelele kulinganiselwe

Kusukela ngo-2023, isikhungo senani lentengo ye-gravity ye-epoxy resin yasekhaya siye saguquguquka siye phansi. Ngokwemininingwane yokuqapha ye-Longzhong Information, kusukela ngomhlaka-30 Juni, ukuxoxisana okujwayelekile kwe-liquid epoxy resin eMpumalanga China kwakuyi-12,000-12,500 yuan/ton, yehle ngo-2,700 yuan/ton kusukela ekuqaleni konyaka, yehle ngo-18.12%; Intengo yezingxoxo evamile ye-epoxy resin eqinile esifundeni sase-Huangshan ingu-12,000-12,500 yuan/ton, yehle ngo-2,300 yuan/ton kusukela ekuqaleni konyaka, yehle ngo-15.97%. Engxenyeni yokuqala yonyaka, ububanzi bokuguquguquka kwemakethe evamile bekungu-12,000-15,700 yuan/ton, nobukhulu obungu-3,700 yuan/ton, kuyilapho ngesikhathi esifanayo ngonyaka odlule, ububanzi bokuguquguquka bekungu-20800-29300 yuan/ton, nge-amplitude enkulu engu-8,500 yuan/ton. Ngokuphambene, ukuguquguquka kwentengo yemakethe ye-resin engxenyeni yokuqala ka-2023 bekuphansi kakhulu kunesikhathi esidlule.

3, i-gross profit margin ye-epoxy resin inciphe kakhulu, futhi izinga lokusetshenziswa kwamandla oketshezi lehle kakhulu.

Engxenyeni yokuqala ka-2023, ukukhula kokusetshenziswa kwetheminali kuncane kunalokho obekulindelwe, ukungqubuzana phakathi kokuhlinzekwa kanye nesidingo se-epoxy resin kugqamile, futhi intengo yemakethe yehle iyonke. Nakuba isikhungo se-gravity yezinto zokusetshenziswa sibuthakathaka, ukwehla kuncane kakhulu kune-epoxy resin, futhi i-epoxy resin ingene esimweni sokulahlekelwa kusukela ngoFebhuwari. Ekupheleni kukaJuni, ukulahlekelwa kufinyelele ku-788 yuan/ton we-liquid epoxy resin kanye no-657 yuan/ton we-epoxy resin eqinile. Ngenxa yokulahlekelwa okukhulu kwenzuzo embonini, abakhiqizi be-liquid epoxy resin banciphise ukukhiqizwa nezingcaphuno ezingezinhle, abanye abakhiqizi bathatha ithuba lokulungisa kabusha, futhi izinga lokusebenzisa amandla embonini ye-liquid epoxy resin laqhubeka nokwehla, lehla lafinyelela ku-40% ngoJuni.

4, ukuthengiswa kwe-epoxy resin kwehle kakhulu, kodwa ukuthunyelwa kwamanye amazwe kukhuphuke kakhulu

Ngokusho kwedatha yokuqapha ye-Longzhong Information, ukungeniswa okuphelele kwe-epoxy resin e-China kusukela ngoJanuwari kuya kuMeyi bekungamathani angama-66,600, ukwehla okukhulu kwama-38% kusukela esikhathini esifanayo ngonyaka odlule. Ngokohlaziyo, ukwanda komthamo wokukhiqiza i-epoxy resin yaseChina, ukwanda okukhulu kokutholakala kwasekhaya, kanye nokwehla kokuncika kwe-epoxy resin ekuthengeni kwamanye amazwe yizizathu eziyinhloko zokwehla kokungeniswa kwe-epoxy resin yaseChina. Ukuthunyelwa kwamanye amazwe kuye kwanda kakhulu, futhi ukuthunyelwa kwamanye amazwe sekuyindlela ephumelelayo yokusebenzisa ama-epoxy resins asekhaya. Kusukela ngoJanuwari kuya kuMeyi, isamba sokuthekelisa kwe-epoxy resin sifinyelele kumathani angama-76,900, okuwukunyuka okungaba ngama-77% esikhathini esifanayo ngonyaka odlule.

Njengamanje, ingene engxenyeni yesibili yonyaka, futhi isikhungo senani samanani adonsela phansi e-epoxy resin siphinde sakhuphuka futhi sakhuphuka ngaphansi kokusekelwa kwezindleko, kodwa akukho ukuthuthukiswa okukhulu kwesidingo esingaphansi komfula. Ukuhlinzekwa kwemakethe, izindleko kanye nokulandelwa kwesidingo esingezansi komfula kusazobonakala.

1. Uhlangothi lokunikezela: Ukunikezwa kwemikhiqizo ye-epoxy resin kulindeleke ukuthi kukhuphuke

Ngokusho kwedatha yokuqapha ye-Longzhong Information, ngemuva kokuphela kuka-2023, kusengaphezu kwamathani angama-350,000 omthamo omusha wokukhiqiza we-epoxy resin ehlelelwe ukufakwa ekukhiqizeni, lapho isisekelo sokukhiqiza i-epoxy resin yaseChina siqhubeka nokwanda, ukuhlinzekwa kwasekhaya nakho kuzophinde kutholakale. khula.

2. Izindleko: ukwesekwa okujwayelekile

Engxenyeni yesibili ka-2023, i-bisphenol A isesemjikelezweni wokukhulisa umthamo ophakathi nendawo, futhi ngaphezu kwe-1.5 million amathani/ngonyaka wezinto zokusebenza kuhlelwe ukuthi zifakwe ekukhiqizweni, kanti enye impahla eluhlaza i-epichlorohydrin nayo inokunwetshwa kwamandla, kanye nokusetshenziswa ngokweqile kwemishini. izinto zokusetshenziswa eziphindwe kabili zizoqhubeka, futhi izinkampani eziningi zilindele ukuthi imakethe izoncipha engxenyeni yesibili yonyaka. Sekukonke, ukusekelwa kwezinto ezingavuthiwe eziphindwe kabili zemakethe ye-epoxy resin kujwayelekile.

3, isidingo: kudingeka nje ukulandela, kunzima kakhulu ukuthuthukisa

Kusukela ohlangothini lwabathengi, ama-epoxy resins agxilwe kakhulu phansi komfula emandleni omoya, amaphaneli e-copper clad, ama-coatings nokunye. Kodwa-ke, engxenyeni yesibili yonyaka, ukusetshenziswa kokugcina kwe-epoxy resin kusengenazo izindawo ezikhanyayo. Ngokombono wemboni yamandla omoya, ngo-2022, abakhiqizi bamandla omoya baseChina bawine ingqikithi yamaphrojekthi angama-446, isamba esingu-86.9GW, okuwukunyuka kwama-60.63%, okuyirekhodi eliphakeme, okuhlanganisa nomoya womhlaba ongu-71.2GW, umoya wasolwandle ongu-15.7GW. Ngokucabangela umjikelezo wokwakha ocishe ube unyaka owodwa ngemva kokuphothulwa kwebhidi yamandla omoya, ibhange lilindele ukuthi umthamo omusha ofakiwe womoya womhlaba kulindeleke ukuthi udlule ku-55GW ngo-2023, okuwukunyuka okungama-60%. Umthamo omusha ofakiwe womoya ongaphezu kuka-10GW, ngaphezu kokuphindwe kabili unyaka nonyaka, isidingo samandla omoya we-epoxy resin sizinzile, imakethe isengeza ukuzethemba okuthile. Kodwa-ke, mayelana namapuleti e-copper clad kanye nama-coatings, isidingo engxenyeni yesibili yonyaka kusukela ngoJulayi kuya ku-Agasti sibuthakathaka, isidingo se-epoxy resins sincishisiwe, futhi kudingeka kulandelwe okwengeziwe, okunzima ukwakha okuhle. ukwesekwa emakethe. Sekukonke, engxenyeni yesibili ka-2023, isidingo setheminali esisezansi nomfula kunzima ukuba nezindawo ezikhanyayo.