Kuleli sonto, imakethe yasekhaya ye-epoxy resin ixutshwe. Phakathi nesonto, isikhungo semakethe ye-resin liquid sasibuthakathaka, futhi imakethe ye-resin eqinile ibike ukwanda. Kusukela kuvalwa ngomhla ka-7 Januwari, intengo evamile ye-resin ewuketshezi emakethe yase-East China izobhekisela ku-20,500-21,500 yuan/ton emiphongolweni yokwamukela. Mayelana nezinto zokusetshenziswa, i-bisphenol A eyinhloko iyekile ukuwa futhi yaphinde yaqina, kuyilapho enye i-epichlorohydrin yezinto ezingavuthiwe yawa futhi. Mayelana nokuhlinzekwa kanye nesidingo, imakethe ye-epoxy resin ibisebenza ngokuzinzile phakathi nesonto, futhi izinga lokusebenza liye landa kancane kancane. Kodwa-ke, imakethe yamanje ye-epoxy resin ingene kusizini engasebenzi futhi ukufunwa bekunokuvilapha.

Ekuqaleni kuka-2021, ukugxila kwemakethe ye-epoxy resin sekuqalile. Ngenxa yokumiswa isikhashana kwempahla esetshenziswayo ekhuphukayo kanye nokushoda kwempahla, ukusekelwa kwezindleko kwamanje kuqinisiwe, futhi ukunikezwa kwabakhiqizi beresin kuyenyuka.

Ama-noodle aluhlaza
I-Bisphenol A: Kuleli sonto, imakethe ye-bisphenol A ishintshile yaphinde yaqina. Phakathi nesonto, imakethe ye-bisphenol A yashintsha indlela yayo yokwehla futhi okunikezwayo kwanda kancane kancane. I-phenol yezinto ezingavuthiwe isebenza ngokubuthakathaka, isikhungo samandla adonsela phansi i-acetone siyakhuphuka, futhi uhlangothi lwezindleko luvame ukusekelwa. Mayelana nokuhlinzekwa, imboni ye-bisphenol A iguquguquke kakhulu kuleli sonto, futhi izinga lokusebenza lehla. Izinga lokusebenza lilonke lalingama-60%. Phakathi kwazo, umthwalo weNantong Xingchen wehle wafinyelela ku-40%. Imboni ye-Sinopec Mitsubishi yavalwa okwesikhashana, futhi ukunikezwa kwesayithi bekucimile. Ngokuya ngesidingo, ama-PC aphambili awela phansi aqale enqaba futhi akhuphuka, ukusebenza kokuthengiselana kwamukelekile, futhi ama-epoxy resins awalandeli. Kusukela ekupheleni kukaJanuwari 7, intengo enkulu okuxoxiswene ngayo ye-BPA eMpumalanga China izolethwa ngo-RMB 12,900-13,000/ton.

I-Epichlorohydrin: Kuleli sonto, i-epichlorohydrin isebenza ngokubuthakathaka. Phakathi nesonto, izipesheli zabakhiqizi bezintula ukwesekwa okuhle, futhi imakethe ye-epichlorohydrin yaqhubeka nokwehla. Izinto zokusetshenziswa ze-propylene ne-glycerin zihlelwa ngezikhathi ezithile, futhi uhlangothi lwezindleko lushintsha kancane. Ngasohlangothini lokuhlinzeka, umthwalo wesitshalo se-epichlorohydrin waleli sonto uhlale uphansi, izinga lokusebenza embonini lalicishe libe ngu-45%, imboni yaseShandong Binhua yaqalwa kabusha, futhi i-Ningbo Huanyang yavalwa ukuze ilungiswe. Mayelana nesidingo, imakethe ye-resin engezansi iyabanda, futhi isidingo sinzima ukuthuthukisa. Kusukela ekupheleni kukaJanuwari 7, intengo okuxoxiswana ngayo ye-epichlorohydrin eMpumalanga China yethulwe ngo-11300-11400 yuan/ton.

Uhlangothi lokunikezela
Kuleli sonto, izinga lokusebenza kwemboni ye-resin ewuketshezi ligcinwe cishe ku-60%, futhi ukutholakala kwendawo bekuchichima. Imboni Yayo Yamakhemikhali YaseChina yayisesesimweni sokuvalwa, futhi usuku lokuqala lwalungakanqunywa. Kunzima ukukhulisa umthwalo wesitshalo se-resin esiqinile, futhi izinga lokusebenza lizungeze ama-40%. Phakathi kwazo, ukulungiswa kwezobuchwepheshe kwe-Huangshan Jinfeng kuyama, futhi isimo sokuxoxisana sisonke kunzima ukusithuthukisa.

Uhlangothi lwesidingo
Njengamanje, imakethe ye-resin isesesikhathini esingekho esifunwayo, imibuzo engezansi ayiyona intshiseko, futhi ukuthengiselana kuyivelakancane. Umzwelo we-bearish wemboni ukhula kuphela, futhi ukusebenza kuyaqapha, futhi isimo samanje sinzima ukushintsha.

Isibikezelo se-Outlook

Ngo-2020, imakethe ye-resin ichithe unyaka “womlingo”. Ekuqaleni kuka-2021, i-epoxy resin ibonakala ibuthakathaka ngaphansi kokusekelwa kwezindleko, kodwa ama-undercurrents empeleni ayakhuphuka. Izinto eziyinhloko ezithinta imakethe yamanje zimi kanje:
Ohlangothini lwempahla eluhlaza, i-bisphenol A ingachazwa “njengomnikeli” omkhulu ekukhuleni kwemakethe yezinhlaka kulo mjikelezo. Nokho, umthelela omuhle walo mzuliswano wemishini unomkhawulo. Enye impahla eluhlaza i-epichlorohydrin ikhombisa ukuthambekela okuya phansi okuncane, futhi ukusekelwa kwezindleko akulona ithemba; uhlangothi lokuhlinzeka, imakethe Esimeni sokusebenza kwemishini yangaphakathi ezinzile, indawo ye-resin spot supply yanele, futhi kunzima ukuyisekela; uhlangothi lwesidingo, intengo futhi asikho isimo semakethe okunzima ukwephula, izimboni ezisezansi nomfula zisebenzisa ingxenye enkulu ye-inventory, futhi izinga lokufunwa lisalokhu libi kakhulu. Kulindeleke ukuthi imakethe yasekhaya ye-epoxy resin izogcina isimo sokulungiswa esishintshashintshayo esikhathini esifushane, futhi ukulandelwa kusadinga ukunaka ukuguquguquka kwezinto zokusetshenziswa kanye nokuhlinzekwa nokufunwa.