Umbono: Engxenyeni yokuqala ka-2023, imakethe yasekhaya ye-phenol yakhuphuka futhi yehla, futhi intengo yayiqhutshwa ikakhulukazi izici zokuhlinzeka nokufunwa. Intengo yendawo ishintshile cishe ku-6000-8000 yuan/ton, ebisezingeni eliphansi eminyakeni emihlanu edlule. Ngokwezibalo ze-Longzhong, inani elimaphakathi le-phenol e-East China engxenyeni yokuqala ka-2023 lalingu-7,410 yuan/ton, lehle ngo-3,319 yuan/ton, noma u-30.93%, uma liqhathaniswa no-10,729 yuan/ton engxenyeni yokuqala ka-2022. iphuzu engxenyeni yokuqala yonyaka lalingama-yuan/ton angama-8275 ngasekupheleni kukaFebhuwari; Iphuzu eliphansi lalingama-yuan angama-6200 ngethani ekuqaleni kukaJuni.

1. Ukubuyekezwa kwemakethe

Iholide likaNcibijane libuyela edolobheni, nakuba i-Jiangyin phenol port yokusungula iphansi kuya kumathani angu-11,000, kodwa uma kucatshangelwa umthelela wemishini emisha ye-phenol ketone ekukhiqizeni, ukuthengwa kwe-terminal kwehlise ijubane, ukwehla kwemakethe kwanda imboni linda futhi ubone; Ngemuva kokuthi imishini emisha isifakwe ekukhiqizweni ngaphansi kwalokho obekulindelwe, indawo ibiqinile ukuze imakethe inyukele phezulu, njengoba sekusondele iholidi Lomkhosi Wasentwasahlobo, ukuphikiswa kwezinto zokuhamba phakathi kwezifunda kwakhula, futhi imakethe kancane kancane yaphendukela esimweni sokuvalwa. Ngemva kokubuyela emakethe ngesikhathi seholide Lomkhosi Wasentwasahlobo, i-phenol yamukele isiqalo esihle, ngokunyuka kwama-yuan/ton angu-400-500 ezinsukwini ezimbili nje zokusebenza. Uma kucatshangelwa ukutholwa kwetheminali ngemva kweholide, kuthatha isikhathi ukuthi imakethe ime ukwenyuka nokwehla, lapho intengo iphansi njengo-7700 yuan/ton, uma kucatshangelwa izindleko eziphezulu nenani elimaphakathi, inhloso yomkhumbi yokuthutha ukukhiqiza inzuzo iba buthaka. Ngo-February, amasethi amabili amadivaysi e-phenol ketone e-Lianyungang asebenza kahle, ilungelo lokukhuluma ngemikhiqizo yasekhaya emakethe ye-phenol lathuthukiswa, futhi ukusebenza kwemikhumbi evela kwamanye amazwe kanye nemithwalo yempahla kuthinteke ngokukhipha i-waxing kanye ne-waxing ehilelekile ekuthunyelweni kwabahlinzeki. . Nakuba ukuthunyelwa kokuthunyelwa kwamanye amazwe kanye nokusebenza kwezingxoxo ngesikhathi esifanayo kwakhuthazwa ekuqaleni, ukwesekwa kwakunomkhawulo, futhi imakethe iyonke yakhuphuka kakhulu futhi yehla kancane. NgoMashi, ukuqala kwe-downstream bisphenol A kwehle, ingcindezi yokuncintisana yasekhaya ye-phenolic resin, ukwehla kwesidingo sokuphela kwaholela ekwehleni kwe-phenol ezindaweni eziningi, nakuba izindleko eziphakeme kanye nentengo evamile phakathi nesikhathi sokusekela imakethe phezulu, kodwa induku ephezulu akulula, imakethe yokukhathala ingena phakathi kwabo.

Kusukela ngo-Ephreli kuya kuMeyi, amadivaysi e-phenol ketone asekhaya angenisa isikhathi sokulungisa esimaphakathi, umthelela wokuhlinzekwa kanye nomdlalo osebenzisanayo wesidingo, imakethe ngo-Ephreli yayixubile, indawo yangaphandle ngoMeyi yayibuthakathaka, uhlangothi lwesidingo lwaluvilapha, ukulungiswa kabusha kwedivayisi kwaba. okunzima ukukukhulula, ukuthambekela kokwehla okuholwa yimakethe, futhi intengo ephansi iqhubekile nokusungula izinto ezintsha. Maphakathi noJuni, ukusebenza kwamabhidi angaphansi komfula kwakhuphula ukubamba iqhaza kwemboni, ukusakazwa kwezindawo zasekhaya kwakhula, ingcindezi yomkhumbi yomphathi wempahla yehla, umdlandla wakhula, kanye nokugcwaliswa okufanele kwesikhumulo ngaphambi kweholide le-Dragon Boat Festival, isikhungo sokusekela samandla adonsela phansi sakhula kancane kancane. Ngemuva kwe-Dragon Boat Festival, umsebenzi wokubhida ezimakethe ufinyelele esiphethweni okwesikhashana, ukubamba iqhaza kwemboni kwehla, ukuthunyelwa kohlangothi lwempahla kwaba buthaka, ukugxila kwagqamisa ukuthambekela okubuthakathaka kancane, futhi ukuhweba kwathula.

2. Ingcindezi yokuthola inzuzo nokulahlekelwa

Engxenyeni yokuqala ka-2023, inzuzo evamile yamabhizinisi e-phenol ketone yayingu-356 yuan/ton, ukwehla ngo-138.83% unyaka nonyaka, inani lenzuzo eliphakeme kakhulu ngemva kwamaphakathi noMeyi lalingama-yuan/ton angu-217, futhi inani eliphansi kakhulu. yayingu-1134.75 yuan/ton ekuqaleni kukaJuni. Engxenyeni yokuqala ka-2023, inzuzo enkulu yamadivayisi we-phenol ketone yasekhaya ngokuvamile ayilungile, futhi isikhathi senzuzo sisonke cishe inyanga engu-1, futhi inzuzo ayikho ngaphezu kuka-300 yuan/ton. Yize umkhuba wentengo yezinto zokusetshenziswa eziphindwe kabili engxenyeni yokuqala ka-2023 ungaphansi kwenkathi efanayo ngo-2022, intengo ye-phenol ketone nayo iyafana, imbi kakhulu kunokuphela kwempahla eluhlaza, futhi isimo sokulahlekelwa inzuzo sinzima ukudambisa. .

3. Umbono wemakethe

Engxenyeni yesibili ka-2023, ngaphansi kokulindela ukuthi i-phenol yasekhaya kanye ne-downstream bisphenol A idivayisi entsha izosetshenziswa, iphethini yokuhlinzeka kanye nesidingo isazobusa, futhi imakethe izoshintsha noma ijwayelekile. Ethintwe uhlelo lokukhiqiza amadivaysi amasha, ukuncintisana phakathi kwezimpahla zasekhaya nezingenisiwe, izimpahla zasekhaya nezasekhaya kuzoqiniswa nakakhulu, isimo sokuqala nokumiswa kwamadivayisi asekhaya we-phenol ketone siyashintshashintsha, futhi isimo sokuthekelisa kanye nokuncintisana kwasekhaya kwezinye izindawo ezisezansi nomfula. kungancishiswa, ijubane lokukhiqizwa okusha kwe-bisphenol A kanye nokuqala kwamadivayisi amasha nakho kubaluleke kakhulu, yiqiniso, esimweni sokulahlekelwa okuqhubekayo emabhizinisini e-phenol ketone. Ukunyakaza kwezindleko namanani nakho kudinga ukubukwa. Ukwahlulela ngokujulile isimo okuzobhekana nakho okuyisisekelo sokuhlinzeka kanye nesidingo kanye nesimo samanje senzuzo nokulahlekelwa, kulindeleke ukuthi imakethe yasekhaya ye-phenol engxenyeni yesibili yonyaka kunzima ukuba nokukhuphuka nokuwa okukhulu kokusebenza, kanye nokuguquguquka kwentengo. ububanzi kulindeleke ukuthi bube ngu-6200-7500 yuan/ton.