Muhafu yekutanga yegore, iyo epoxy resin musika yakaratidza kuderera kuderera, nerutsigiro rusina kusimba uye kushaya simba uye kudiwa zvakakosha zvakabatana zvinomanikidza musika.Muhafu yechipiri yegore, pasi pekutarisira kwechinyakare kushandiswa kwepamusoro mwaka we "pfumbamwe goridhe uye gumi sirivheri", rutivi rwekudiwa runogona kusangana nekukura.Nekudaro, tichifunga kuti kupihwa kwemusika epoxy resin kunogona kuramba kuchikura muhafu yechipiri yegore, uye kukura kwedivi rekuda kuri kushoma, zvinotarisirwa kuti iyo yakaderera yemusika epoxy resin muhafu yechipiri yegore ichachinja. kana kusimuka mumatanho, asi nzvimbo yekuwedzera mutengo ishoma.
Nekuda kwekunonoka kudzoreredzwa kwesimba rehupfumi hwepamba muhafu yekutanga yegore, kudzika uye kwekupedzisira kudiwa kwe epoxy resin kwaive kwakadzikira pane zvaitarisirwa.Nekuda kwekuburitswa kwemidziyo mitsva yekugadzira midziyo yemumba uye rutsigiro rusina simba rwemitengo yezvigadzirwa, epoxy resin mitengo yakapinda mukudzikira muna Kukadzi, ichipfuura tarisiro yekudzikira.Kubva muna Ndira kusvika Chikumi 2023, mutengo weavhareji weEast China epoxy resin E-51 (mutengo wekugamuchira, mutengo wekutumira, unosanganisira mutero, dhiramu kurongedza, kutakurwa kwemotokari, zvakafanana pazasi) yaive 14840.24 yuan/tani, kudzikira kwe43.99% zvichienzaniswa ne nguva imwechete gore rakapera (ona Mufananidzo 1).Musi waChikumi 30, iyo epoxy resin E-51 yakavharwa pa13250 yuan/ton, yakaderera ne13.5% kana ichienzaniswa nekutanga kwegore (ona Mufananidzo 2).

Kusakwana mutengo tsigiro ye epoxy resin dual raw materials

Muhafu yekutanga yegore, kutarisisa kwenhaurirano dzepamba pabisphenol A kwakachinja uye kwakadzikira.Zvichienzaniswa nenguva yakafanana gore rapfuura, mutengo wemusika webisphenol A muEast China waiva 9633.33 yuan/ton, pasi 7085.11 yuan/ton, pasi 42.38%.Munguva iyi, nhaurirano yepamusoro ndeye 10300 yuan/ton pakupera kwaNdira, uye yakaderera nhaurirano i8700 yuan/tani pakati paJune, ine mutengo we18.39%.Kudzikira kwemutengo webisphenol A muhafu yekutanga yegore kwainyanya kubva pakugovera uye kudiwa kwezvikamu uye mutengo wezvinhu, nekuchinja kwekupa uye kudiwa kwemaitiro kune zvakanyanya kukosha pamitengo.Muhafu yekutanga ya2023, huwandu hwekugadzira mudzimba hwebisphenol A hwakawedzera ne440000 matani, uye kugadzirwa kwepamba kwakawedzera zvakanyanya gore negore.Kunyange zvazvo kushandiswa kwebisphenol A kwakawedzera gore negore, kukurudzirwa kwekambani yemagetsi kunoratidza tarisiro yakasimba yekushaya simba, asi chiyero chekukura hachina kukurumidza sezvinoitwa nedivi rekupa, uye musika wekutengesa uye kudiwa kwekumanikidza kwakawedzera.Panguva imwecheteyo, iyo raw material phenol acetone yakadererawo synchronously, pamwe chete nekukwira kwemacroeconomic risk sentiment, kuvimba kwemusika kunowanzova kusina simba, uye zvinhu zvakawanda zvine kukanganisa kwakashata pamutengo we bisphenol A. Muhafu yekutanga yegore. iyo bisphenol musika zvakare yakasangana nedanho rebound.Chikonzero chikuru kuderera kukuru kwepurofiti yechigadzirwa uye kurasikirwa kukuru mumidziyo purofiti yakakura.Chikamu chebisphenol A midziyo yakaderedzwa mukushanda, uye mafekitori epasi akatarisana nekugadzirisa zvakare kutsigira kuwedzera kwemitengo.
Musika wepamba Epichlorohydrin waive usina kusimba uye usingaite muhafu yekutanga yegore, uye wakapinda mugero rekudzika mukupera kwaApril.Mutengo weEpichlorohydrin wakachinja kubva pakutanga kwegore kusvika pamazuva gumi ekutanga aApril.Kuwedzera kwemutengo muna Ndira kwakakonzerwa nekuvandudzwa kwemaodha epoxy resin yakadzika pamberi pemutambo, izvo zvakawedzera kufarira kutenga kweEpichlorohydrin.Iyo fekitori yakaunza zvibvumirano zvakawanda uye maodha ekutanga, zvichikonzera kushomeka kwemari mumusika, zvichiita kuti mutengo uwedzere.Kudzikira muna Kukadzi kwainyanya kukonzerwa nehusimbe hwekupedzisira uye kudzika kwemvura kudiwa, kutadzisa kutumirwa kwefekitori, kudzvanywa kwemitengo, uye kudzikira kwemitengo.Muna Kurume, yakadzika epoxy resin maodha aive nehusimbe, nzvimbo dzeresin dzaive dzakakwirira, uye kudiwa kwaive kwakaoma kuvandudza zvakanyanya.Mitengo yemusika yakadzikira zvishoma, uye zvimwe zvidyarwa zvechlorine zvakaderedzwa mumutengo uye kumanikidzwa kwezvekumira.Pakati paKubvumbi, nekuda kwekupaka kwemamwe mafekitori panzvimbo, kuwanikwa kwenzvimbo mune dzimwe nzvimbo kwaive kwakaomarara, zvichikonzera kuwedzera kwemaodha matsva emusika uye nhaurirano pamaodha chaiwo.Kubva mukupera kwaKubvumbi kusvika pakati paChikumi, mutsauko wemhindu yakawanda wakatanga kuoneka zvishoma nezvishoma, pamwe chete nemafungiro asina simba ekutenga kubva kumusoro nekudzika, zvichikonzera kudzikira kwemusika mushure menhaurirano dzekurongeka chaiko.Sezvo kupera kwaJune kunosvika, kudzvinyirira kwemitengo yepropylene nzira yakakwira, uye manzwiro evaridzi mumusika ari kuwedzera zvishoma nezvishoma.Mamwe makambani ari pasi pemvura anongoda kutevera, uye mamiriro ekutengeserana emusika akadziya kwenguva pfupi, zvichikonzera kuwedzera kudiki kwemitengo chaiyo yekurongeka.Muhafu yekutanga ya2023, mutengo wepakati weEpichlorohydrin mumusika weEast China uchave ungangoita 8485.77 yuan/ton, pasi 9881.03 yuan/ton kana 53.80% zvichienzaniswa nenguva yakafanana gore rapfuura.
Iko kusawirirana pakati pekupa uye kudiwa mumusika wepamba epoxy resin kuri kuwedzera

Supply side: Muhafu yekutanga yegore, hutsva hwekugadzira hunosvika matani mazana maviri nemazana maviri, kusanganisira Dongfang Feiyuan neDongying Hebang, hwakaburitswa, ukuwo danho rekukura kwedivi rezasi raive rakaderera pane rekupa, zvichiwedzera kusawirirana pakati pekupa uye kudiwa. mumusika.Avhareji yekushanda mutoro we epoxy resin E-51 indasitiri muhafu yekutanga yegore yaive yakatenderedza 56%, kuderera kwe3 muzana mapoinzi zvichienzaniswa nenguva yakafanana gore rapfuura.Pakupera kwaJune, kushanda kwemusika kwese kwakadzikira kusvika ku47%;Kubva munaNdira kusvika Chikumi, kugadzirwa kwe epoxy resin kwaive kunosvika 727100 matani, gore negore kuwedzera kwe7.43%.Pamusoro pezvo, kutengwa kwe epoxy resin kubva munaNdira kusvika Chikumi kwaive ne78600 matani, kuderera kwe40.14% zvichienzaniswa nenguva yakafanana gore rapfuura.Chikonzero chikuru ndechekuti kuwanikwa kwemukati kwe epoxy resin kwakaringana uye vhoriyamu yekuunza idiki.Kuwanikwa kwese kwakasvika 25.2 mamiriyoni emamiriyoni, kuwedzera kwe7,7% zvichienzaniswa nenguva yakafanana gore rapera.;Iyo inotarisirwa hutsva hwekugadzira huwandu muhafu yechipiri yegore ndeye 335000 matani.Kunyangwe mimwe michina inogona kunonoka kugadzirwa nekuda kwehuwandu hwepurofiti, kupihwa uye kudiwa kwekumanikidza, uye kuderera kwemitengo, ichokwadi chisingarambiki kuti epoxy resin kugadzirwa kwesimba kuchawedzera kukurumidza kukurumidza kwekuwedzera kwesimba zvichienzaniswa nehafu yekutanga yegore, uye kuwanikwa kwemusika. kugona kunogona kuramba kuchiwedzera.Kubva pakuona kwekuda, kudzoreredza kweiyo terminal yekushandisa level inononoka.Zvinotarisirwa kuti mitemo mitsva yekukurudzira kushandiswa ichaunzwa muhafu yechipiri yegore.Nekuunzwa kwenhevedzano yematanho ekusimudzira hupfumi hwakasimba, kugadziridzwa kwesimba kwakajeka mukati mehupfumi kuchave kwakakwirira, uye hupfumi hweChina hunotarisirwa kuramba huchivandudza zvishoma, izvo zvinotarisirwa kufambisa kudiwa kwezvigadzirwa zveepoxy.

Demand side: Mushure mekugadziriswa kwemitemo yekudzivirira denda, hupfumi hwenyika hwakapinda zviri pamutemo chiteshi chekugadzirisa muna Mbudzi 2022. Nekudaro, mushure medenda, kudzoreredza kwehupfumi kuchiri kudzorwa ne "scenario based" kudzoreredza, nekushanya, catering uye mamwe maindasitiri. kutungamirira mukupora uye kuratidza simba rakasimba.Iko kudiwa kunotungamirwa nemhedzisiro yezvigadzirwa zvemaindasitiri yakaderera pane yaitarisirwa.Izvo zvinoshandawo kune epoxy resin, ine yakaderera yekupedzisira kudiwa pane inotarisirwa.Iwo ezasi mabhanditi, emagetsi, uye maindasitiri emagetsi emhepo akapora zvishoma nezvishoma, nedivi rekuda kushaya simba.Iko kushandiswa kuri pachena kwe epoxy resin muhafu yekutanga yegore yaive matani 726200, kuderera kwe2.77% zvichienzaniswa nenguva yakafanana gore rapfuura.Sezvo kupihwa uye kudiwa kuri kuwedzera nekudzikira, kusawirirana pakati pekupa uye kudiwa kwe epoxy resin kunowedzera kuwedzera, zvichikonzera kudzikira kwe epoxy resin.
Epoxy resin ine hunhu hwakajeka hwemwaka, ine mukana wakakura wekuwedzera kubva munaGunyana kusvika Gumiguru

Kuchinja kwemitengo ye epoxy resin kune humwe hunhu hwemwaka, hunonyatso kuratidzwa sekukwira kwakamanikana mumusika mushure memwedzi mipfumbamwe yekutanga yekuchinja, nekudzika kwemasheya kudiwa kwakawedzera muna Ndira naFebruary pamberi peMutambo weChirimo kutsigira mitengo yeresin;Gumiguru Gumiguru apinda mumwaka wepamusoro wekushandisa we "Golden Nine Silver Gumi", ine mukana wakakura wekuwedzera mutengo;Kurume Chivabvu naMbudzi Zvita zvishoma nezvishoma vanopinda mukudyiwa-kunze kwemwaka, nehombe huru yezvigadzirwa zvepasi pemvura digestion ye epoxy resin, uye mukana wepamusoro wekuderera kwemutengo wemusika.Zvinotarisirwa kuti musika we epoxy resin uchaenderera mberi nepamusoro pemwaka wekushanduka kwemwaka muhafu yechipiri yegore rino, zvakasanganiswa nekuchinja kwemitengo yemusika wemagetsi uye maitiro ekugadzirisa hupfumi hwenyika.
Zvinotarisirwa kuti nzvimbo yakakwirira muhafu yechipiri yegore ingangoitika munaSeptember naOctober, nepo nzvimbo yakaderera inogona kuitika munaDecember.Musika we epoxy resin unochinja-chinja muchikamu chakaderera kwehafu yegore, uye mutengo wepakati unogona kunge uri pakati pe13500-14500 yuan/ton.