Ho kena ka 2023, resin ea epoxy ea lehae e ntse e tsoela pele ho holisa bokhoni, empa ho hlaphoheloa ha tlhokahalo e tlase ho feta kamoo ho neng ho lebelletsoe, ho totobatsoa likhohlano lipakeng tsa phepelo ea 'maraka le tlhoko,' me theko ea 'maraka ka kakaretso e bonts'a mokhoa o tlase. Ho fokotseha ha phaello ea phaello ea epoxy resin le ho fokotseha ha tšebeliso ea matla a indasteri e fetohile litšobotsi tsa ts'ebetso ea 'maraka halofo ea pele ea 2023, empa palo ea thepa ea epoxy resin e eketsehile haholo ha e bapisoa le nako e tšoanang selemong se fetileng. fokotsehile haholo. Ke maemo afe a macha 'marakeng o latelang oa epoxy resin a lokelang ho ameha ka ona, hona mmaraka oa kamoso o tla ntlafala joang?

Tlhahlobo ea litšobotsi tsa ts'ebetso ea 'maraka oa epoxy resin halofo ea pele ea 2023:

1. Matla a macha a tlhahiso ea epoxy resin a ntse a tsoela pele ho lokolloa, 'me tlhahiso ea malapeng e eketseha

Ho latela lipalo-palo tsa tlhaiso-leseling ea Longzhong, ho tloha ka Pherekhong ho fihlela Phuptjane 2023, matla a tlhahiso ea epoxy resin ea lapeng a eketsehile ho fihla ho lithane tse 3.182,500 ka selemo, mme likhoebo tse tharo tse ncha li ile tsa eketsoa, ​​Zhejiang Haobang Phase II lithane tse 80,000 / selemo, Anhui stellar 25,000 tons/ selemo, Dongying Hebang lithane tse 80,000 / selemo, ka kakaretso e ncha ea tlhahiso ea lithane tse 185,000. Matla a khoeli le khoeli a tlhahiso ea resin a eketsehile ho lithane tse 265,200, keketseho ea 16.98%.

2, litheko tsa epoxy resin li theohile, ho hloka botsitso ka kakaretso ho batla ho lekanyelitsoe

Ho tloha ka 2023, setsi sa theko ea matla a khoheli a epoxy resin ea lapeng se fetohile ho ea tlase. Ho ea ka lintlha tsa tlhokomelo ea Longzhong Information, ho tloha ka la 30 Phuptjane, lipuisano tse tloaelehileng tsa metsi a epoxy resin Chaena Bochabela e ne e le 12,000-12,500 yuan/ton, ho theosa le 2,700 yuan/ton ho tloha qalong ea selemo, ho theosa le 18.12%; Theko e kholo ea lipuisano ea epoxy resin e tiileng sebakeng sa Huangshan ke 12,000-12,500 yuan/ton, e theohile ka li-yuan tse 2,300 XNUMX ho tloha qalong ea selemo, ho theosa ka 15.97%. Halofong ea pele ea selemo, maemo a feto-fetohang a 'maraka e ne e le 12,000-15,700 yuan/ton, ka bophahamo ba 3,700 yuan/ton, ha ka nako e tšoanang selemong se fetileng, maemo a fetohang e ne e le 20800-29300 yuan/ton, ka boholo ba amplitude ea 8,500 yuan/ton. Ka lehlakoreng le leng, ho fetoha ha theko ea 'maraka oa resin halofo ea pele ea 2023 ho ne ho le tlase haholo ho feta nakong e fetileng.

3, phaello e felletseng ea epoxy resin e fokotsehile haholo, mme sekhahla sa ts'ebeliso ea matla a metsi se theohile haholo.

Halofo ea pele ea 2023, kholo ea tšebeliso ea li-terminal e tlase ho feta kamoo ho neng ho lebelletsoe, likhohlano lipakeng tsa phepelo le tlhoko ea epoxy resin li hlahelletse, mme theko ea mmaraka e theohile ka kakaretso. Le hoja setsi sa matla a khoheli a thepa e tala le sona se fokola, ho fokotseha ho nyane haholo ho feta ea epoxy resin, 'me epoxy resin e kene boemong ba tahlehelo ho tloha ka February. Qetellong ea June, tahlehelo e ile ea fihla sehlohlolong sa 788 yuan/ton bakeng sa mokelikeli oa epoxy resin le 657 yuan/ton bakeng sa resin e tiileng ea epoxy. Ka lebaka la tahlehelo e tebileng ea phaello indastering, bahlahisi ba epoxy resin ea mokelikeli ba fokotsitse tlhahiso le mantsoe a fosahetseng, bahlahisi ba bang ba ile ba nka monyetla oa ho ntlafatsa, mme sekhahla sa ts'ebeliso ea matla a indasteri ea epoxy resin e ile ea tsoela pele ho theoha, e oela ho 40%. ka Phuptjane.

4, thepa e tsoang kantle ho naha ea epoxy resin e fokotsehile haholo, empa thepa e tsoang kantle e eketsehile haholo

Ho ea ka tlhaiso-leseling ea tlhaiso-leseling ea Longzhong Information, kakaretso ea ho kenngoa ha epoxy resin Chaena ho tloha ka Pherekhong ho fihlela Mots'eanong e ne e le lithane tse 66,600, e leng ho theoha ho hoholo ha 38% ho tloha nakong e tšoanang selemong se fetileng. Ho latela tlhahlobo, ho atolosoa ha bokhoni ba tlhahiso ea epoxy resin ea China, keketseho e kholo ea phepelo ea lapeng, le ho fokotseha ha ts'epo ea epoxy resin ho tsoa kantle ho naha ke mabaka a mantlha a ho theoha ha thepa ea China ea epoxy resin. Li-export li eketsehile haholo, 'me li-export li fetohile mokhoa o atlehang oa ho ja li-resin tsa epoxy tsa malapeng. Ho tloha ka Pherekhong ho isa Mots'eanong, kakaretso ea thomello ea epoxy resin e fihlile ho lithane tse 76,900, keketseho ea hoo e ka bang 77% ka nako e tšoanang selemong se fetileng.

Hona joale, e kene halofo ea bobeli ea selemo, 'me setsi sa theko ea matla a khoheli a epoxy resin e tsoetse pele hape e tsohile tlas'a tšehetso ea litšenyehelo, empa ha ho na ntlafatso e kholo ea tlhokahalo e tlaase. Phepelo ea 'maraka, litšenyehelo le tatellano ea tlhokeho e tlase ea noka e ntse e tla bonoa.

1. Lehlakore la phepelo: Phepelo ea lihlahisoa tsa epoxy resin e lebelletsoe ho eketseha

Ho ea ka tlhaiso-leseling ea tlhaiso-leseling ea Longzhong Information, kamora pheletso ea 2023, ho ntse ho e-na le lithane tse fetang 350,000 tsa matla a macha a tlhahiso ea epoxy resin e reriloeng ho kenya tlhahiso, ha setsi sa tlhahiso ea China epoxy resin se ntse se hola, phepelo ea lapeng le eona e tla ba teng. hola.

2. Litšenyehelo: tšehetso e akaretsang

Karolong ea bobeli ea 2023, bisphenol A e ntse e le potolohong ea katoloso ea matla a bohareng, 'me lisebelisoa tse fetang limilione tse 1.5 / selemo li reriloe ho hlahisoa tlhahiso, athe epichlorohydrin e' ngoe e tala le eona e na le katoloso ea bokhoni, le phepelo e feteletseng ea lisebelisoa. lisebelisoa tse tala tse peli li tla tsoela pele, 'me lik'hamphani tse ngata li lebeletse hore' maraka o fokotsehe karolong ea bobeli ea selemo. Ka kakaretso, ts'ehetso ea lisebelisoa tse habeli tsa 'maraka oa epoxy resin e akaretsa.

3, tlhokahalo: e hloka feela ho latela, ho thata ho ntlafatsa haholo

Ho tloha lehlakoreng la bareki, li-resin tsa epoxy li tsepamisitsoe haholo tlase ho matla a moea, liphanele tsa koporo, liphahlo joalo-joalo. Leha ho le joalo, karolong ea bobeli ea selemo, tšebeliso ea ho qetela ea epoxy resin e ntse e se na mabala a khanyang. Ho latela pono ea indasteri ea matla a moea, ka 2022, baetsi ba matla a moea ba China ba hapile kakaretso ea merero ea 446, kakaretso ea 86.9GW, keketseho ea 60.63%, rekoto e phahameng, ho kenyeletsoa moea oa mobu 71.2GW, moea oa leoatle 15.7GW. Ho ela hloko potoloho ea kaho ea nako e ka etsang selemo ka mor'a ho phethoa ha theko ea matla a moea, banka e lebeletse hore matla a macha a kentsoeng a moea oa mobu o lebeletsoe ho feta 55GW ka 2023, e leng keketseho e ka bang 60%. Matla a macha a kentsoeng a moea a fetang 10GW, ho feta habeli selemo le selemo, tlhokahalo ea matla a moea bakeng sa epoxy resin e batla e tsitsitse, 'maraka o ntse o ka eketsa ts'epo. Leha ho le joalo, mabapi le lipoleiti tse entsoeng ka koporo le liphahlo, tlhokahalo ea halofo ea bobeli ea selemo ho tloha ka July ho ea ho August e batla e fokola, tlhokahalo ea li-epoxy resin e fokotsehile, 'me ho hlokahala ho feta ho lateloa, e leng ho leng thata ho theha e ntle. tšehetso bakeng sa maraka. Ka kakaretso, halofong ea bobeli ea 2023, tlhokahalo ea resin e tlase ea noka e thata ho ba le matheba a khanyang.