Isifinyezo: Engxenyeni yokuqala ka-2023, imakethe ye-phenol yasekhaya yakhuphuka futhi yehla, futhi intengo yayiqhutshwa kakhulu yizici zokuhlinzeka kanye nesidingo. Intengo ye-spot yashintshashintsha cishe ku-6000-8000 yuan/ton, okwakusezingeni eliphansi eminyakeni emihlanu edlule. Ngokwezibalo zeLongzhong, intengo emaphakathi ye-phenol eMpumalanga China engxenyeni yokuqala ka-2023 yayingu-7,410 yuan/ton, yehle ngo-3,319 yuan/ton, noma u-30.93%, uma kuqhathaniswa no-10,729 yuan/ton engxenyeni yokuqala ka-2022. Iphuzu eliphakeme kakhulu engxenyeni yokuqala yonyaka lalingu-8275 yuan/ton ngasekupheleni kukaFebhuwari; Iphuzu eliphansi lalingu-6200 yuan ngethoni ekuqaleni kukaJuni.

1. Ukubuyekezwa kwemakethe

Iholide likaNcibijane libuyele edolobheni, yize isitokwe sechweba le-phenol laseJiangyin siphansi safinyelela kumathani ayi-11,000, kodwa uma kucatshangelwa umthelela wemishini emisha ye-phenol ketone ekukhiqizweni, ukuthengwa kwetheminali kwehle, ukwehla kwemakethe kwandisa ukulinda nokubona kwemboni; Ngemva kokuba imishini emisha ifakiwe ekukhiqizweni okungaphansi kwalokho obekulindelwe, indawo yayiqinile ukuze kukhuthazwe imakethe, njengoba iholide le-Spring Festival lisondela, ukumelana kwezokuthutha phakathi kwezifunda kwanda, futhi imakethe yaphenduka kancane kancane yaba sesimweni sokuvalwa. Ngemva kokubuyela emakethe ngesikhathi seholide le-Spring Festival, i-phenol yamukele isiqalo esihle, ngokunyuka kwama-yuan angu-400-500/ton ezinsukwini ezimbili zokusebenza kuphela. Uma kucatshangelwa ukululama kwetheminali ngemva kweholide, kuthatha isikhathi ukuthi imakethe iyeke ukukhuphuka nokuwa, lapho intengo iphansi njenge-yuan engu-7700/ton, uma kucatshangelwa izindleko eziphakeme kanye nentengo emaphakathi, inhloso yokuthumela yomthengisi ukuthola inzuzo iba buthaka. NgoFebhuwari, amasethi amabili amadivayisi e-phenol ketone eLianyungang asebenza kahle, ilungelo lokukhuluma ngemikhiqizo yasekhaya emakethe ye-phenol lathuthukiswa, futhi ukusebenza kwemikhumbi nezimpahla ezingenisiwe kwathintwa ukugcotshwa kwe-wax kanye nokugcotshwa kwe-wax okuhilelekile ekuthunyelweni kwabaphakeli. Nakuba ukuthunyelwa kwamanye amazwe kanye nokusebenza kwezingxoxo ngesikhathi esifanayo kwaqala ukukhuthazwa, ukwesekwa kwakulinganiselwe, futhi imakethe iyonke yakhuphuka kakhulu futhi yehla kancane. NgoMashi, ukuqala kwe-bisphenol A engezansi kwehla, ingcindezi yokuncintisana yasekhaya ye-phenolic resin, ukwehla kokuphela kwesidingo kwaholela ekwehleni kwe-phenol ezindaweni eziningi, yize izindleko eziphezulu kanye nentengo emaphakathi phakathi naleso sikhathi ukusekela imakethe phezulu, kodwa induku ephezulu ayilula, imakethe yokukhathala yahlangana ngezikhathi ezithile phakathi kwabo.

Kusukela ngo-Ephreli kuya kuMeyi, amadivayisi e-phenol ketone asekhaya aqalise isikhathi sokulungiswa okuhlanganisiwe, umthelela womdlalo wokuxhumana wokuhlinzeka kanye nesidingo, imakethe ngo-Ephreli yayixubene, isimo sangaphandle ngoMeyi sasibuthakathaka, uhlangothi lwesidingo lwaluhamba kancane, ukulungiswa kwamadivayisi kwakunzima ukukukhipha, umkhuba wokwehla oholwa yimakethe, futhi intengo ephansi yaqhubeka nokusungula izinto ezintsha. Maphakathi noJuni, ukusebenza kokubhida okuphansi kwandise ukubamba iqhaza kwemboni, ukujikeleziswa kwendawo yasekhaya kwanda, ingcindezi yokuthunyelwa komnikazi wempahla yehla, intshiseko yanda, kanye nokugcwaliswa okufanele kwesiteshi ngaphambi kweholide le-Dragon Boat Festival, isikhungo sokusekela samandla adonsela phansi sanda kancane. Ngemuva kokuthi i-Dragon Boat Festival, ukusebenza kokubhida kwemakethe kwaphela okwesikhashana, ukubamba iqhaza kwemboni kwehle, ukuthunyelwa ohlangothini lokuhlinzeka kwaba buthakathaka, ukugxila kwagqamisa umkhuba obuthakathaka kancane, futhi ukuhweba kwaba buthule.

2. Ingcindezi yenzuzo nokulahlekelwa

Engxenyeni yokuqala ka-2023, inzuzo emaphakathi yamabhizinisi e-phenol ketone yayingu--356 yuan/ton, ukwehla ngo-138.83% unyaka nonyaka, inani eliphakeme kakhulu lenzuzo ngemuva kwaphakathi noMeyi lalingu-217 yuan/ton, kanti inani eliphansi kakhulu lalingu--1134.75 yuan/ton ekuqaleni kukaJuni. Engxenyeni yokuqala ka-2023, inzuzo enkulu yamadivayisi e-phenol ketone asekhaya iningi lawo libi, kanti isikhathi senzuzo iyonke singaba yinyanga eyi-1, kanti inzuzo ayidluli ku-300 yuan/ton. Nakuba ukuthambekela kwentengo yezinto zokusetshenziswa eziphindwe kabili engxenyeni yokuqala ka-2023 kungaphansi kwesikhathi esifanayo ngo-2022, intengo ye-phenol ketone nayo iyafana, imbi kakhulu kunokuphela kwezinto zokusetshenziswa, futhi isimo sokulahlekelwa yinzuzo kunzima ukusinciphisa.

3. Umbono wemakethe

Engxenyeni yesibili ka-2023, ngaphansi kokulindela ukuthi amadivayisi amasha e-phenol yasekhaya kanye ne-bisphenol A engezansi azoqala ukusebenza, iphethini yokuphakelwa kanye nesidingo izoqhubeka nokuba namandla, futhi imakethe izoshintsha noma ibe evamile. Uma kuthinteka uhlelo lokukhiqizwa kwamadivayisi amasha, ukuncintisana phakathi kwezimpahla zasekhaya nezingeniswayo, izimpahla zasekhaya nezasekhaya kuzoqiniswa kakhulu, isimo sokuqala kanye nokuma kwamadivayisi e-phenol ketone yasekhaya siyashintshashintsha, futhi isimo sokuncintisana kwamanye amazwe kanye nesasekhaya kwezinye izindawo ezingezansi singancishiswa, ijubane lokukhiqizwa okusha kwe-bisphenol A kanye nokuqala kwamadivayisi amasha nakho kubaluleke kakhulu, vele, uma kwenzeka ukulahlekelwa okuqhubekayo emabhizinisini e-phenol ketone. Ukunyakaza kwezindleko kanye nentengo nakho kudinga ukuqashelwa. Uma sahlulela ngokuphelele isimo esizobhekana nezisekelo zokuphakelwa kanye nesidingo kanye nesimo samanje senzuzo nokulahlekelwa, kulindeleke ukuthi imakethe ye-phenol yasekhaya engxenyeni yesibili yonyaka kunzima ukuba nokusebenza okukhulu kokukhuphuka nokwehla, futhi ububanzi bokuguquguquka kwentengo kulindeleke ukuthi bube yi-6200-7500 yuan/ton.