1.1 Chekutanga kota BPA musika maitiro ekuongorora

Muchikamu chekutanga cha2023, mutengo wepakati webisphenol A mumusika weEast China waive 9,788 yuan / ton, -21.68% YoY, -44.72% YoY. 2023 Ndira-Kukadzi bisphenol A inochinja-chinja mutsetse wemutengo pa9,600-10,300 yuan / toni. Mukutanga kwaNdira, pamwe chete neChinese New Year mamiriro, uye vamwe vagadziri pamberi pemutambo kuti vasiye purofiti mutsara, nzvimbo yemusika yegiravhiti yakawira ku9,650 yuan / tani. Vhiki mbiri pamberi uye mushure meMutambo weChirimo, iyo yakadzika kuzadza zvinzvimbo, uye mushure memutambo mitengo yemafuta ichikwira inosimudzira indasitiri cheni yekubatanidza kumusoro, bisphenol A main vagadziri vanopa kudhonza kumusoro, musika wakasimuka, East China mainstream nhaurirano dzakakwira kusvika ku10200-10300 yuan / ton, Kukadzi yakadzika yakadzika digestion chibvumirano uye yakaderera mutengo we0ctuyu. Kupinda munaKurume, iyo yekupedzisira inoda kudzoreredza yainonoka, uye kupokana pakati pekupa uye kudiwa mumusika kwakaratidzwa, pamwe nezviitiko zvenjodzi yemari muEurope nemabhangi eUnited States, izvo zvakakonzera kudzikira kwemitengo yemafuta kudzvanyirira musika pfungwa, musika mupfupi mamiriro aive pachena. Kudzika kwekupedzisira kudzoreredza kuri kushoma pane zvaitarisirwa, epoxy resin mutoro unotanga kusimuka wobva wawira kune hesitori, PC nzvimbo yegiravhiti yakapfava, musika wekutengesa uye kupokana kwekuda kwakaratidzwa, pamwe chete nenjodzi yezvemari zviitiko zvakakonzera kumitengo yemafuta uye makemikari ekutanga kudzoreredza kudzvinyirira musika manzwiro, bisphenol A uye yepasi pemusika kuwiriranisa kwemusika kudzika kwe31, kusvika 9300 yuan / tani.

1.2 Bisphenol A yekupa uye yekuda chiyero mukota yekutanga

Muchikamu chekutanga cha2023, China's bisphenol A oversupply mamiriro ari pachena. Munguva iyi, Wanhua Chemical Phase II uye Guangxi Huayi BPA yakabatanidza 440,000 matani / gore rezvikamu zvitsva zvakaiswa mukushanda, uye kushanda kwese kwakagadzikana, izvo zvakawedzera kutengesa kwemusika. Kudzika kwe epoxy resin kwakangofanana nenguva imwechete gore rapfuura, PC pamwe nehutsva hwekugadzira uye indasitiri yekutanga-yepamusoro, kukura kwekushandisa kunosvika 30%, asi huwandu hwese hwekuwedzera hwekuwedzera hwakakwira kupfuura huwandu hwekukura kwekuda, bisphenol A kupa uye gap rekuda rakawedzera kusvika 131,000 matani mukota yekutanga.

1.3 Chikamu chechina cheindasitiri chain conduction data sheet

Chikamu chechina chebisphenol A kumusoro nekudzika kweindasitiri chain ine chekuita nematafura edata

2.Bisphenol A indasitiri yekufungidzira muchikamu chechipiri

2.1 Chechipiri kota yechigadzirwa kupa uye fungidziro yekuda

2.1.1 Kufanotaura kwekugadzirwa

Hunhu hutsva: muchikamu chechipiri, iyo yemumba bisphenol A mudziyo haina kujeka hurongwa hutsva hwekugadzira. Zvichikanganiswa nemusika usina simba wegore rino uye purofiti yeindasitiri yakabatanidzwa zvakanyanya, zvimwe zvezvishandiso zvitsva zvinoiswa mukushanda kupfuura zvinotarisirwa kunonoka, sekupera kwekota yechipiri, huwandu hwese hwekugadzira hwepamba hwe4,265,000 matani / gore.

Kurasikirwa kwemudziyo: chikamu chechipiri chemumba bisphenol Chishandiso chepakati chekugadzirisa, sekureva kweLonzhong tsvagiridzo, chikamu chechipiri chenguva dzose kugadziridzwa kwemakambani maviri, kugadzirisa huwandu hwe190,000 matani / gore, kurasikirwa kunotarisirwa kunge kuri matani zviuru makumi matatu nezviviri, asi yazvino Cangzhou Dahua mudziyo inoramba ichimira muindasitiri yezvehupfumi isingazivikanwe. (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, nezvimwewo), kugadzirisa Kurasikirwa kunotarisirwa kuva matani 69,200, kuwedzera kwe29.8% pamusoro pekota yekutanga.

Kushandiswa kwemaindasitiri ekushandisa: mudzimba A indasitiri inobuda inotarisirwa kusvika 867,700 matani mukota yechipiri, kuderera kushoma kwe0.30% zvichienzaniswa nekota yekutanga, kuwedzera kwe54.12% zvichienzaniswa ne2022. mashandiro emutoro, avhareji yehuwandu hwekushandisa indasitiri inotarisirwa kusvika 73.78% mukota yechipiri, gore-pa-gore kuwedzera kwe29.8%. Ichasvika 73.78%, pasi 4.93 muzana mapoinzi kubva kukota yapfuura, pasi 2 muzana mapoinzi gore-negore.

2.1.2 Mafungiro ekunze kwenyika

China A indasitiri inotengeswa kunze kwenyika inotarisirwa kuita chibvumirano chakanyanya mukota yechipiri, asi ichiri mutengesi wekunze, kunyanya chikamu chemukati cheiyo inouya yekugadzirisa kutengeserana ichiripo, pamwe nevamwe vagadziri huwandu hushoma hwekutengesa kunze kwenyika, huwandu hwekutengesa kunze kwenyika hunotarisirwa kusvika 49,100 matani.

2. 1.3 Chiratidzo chekushandiswa kwemvura yakadzika

Muchikamu chechipiri, kushandiswa kwezvigadzirwa zveA muChina kunotarisirwa kusvika 870,800 matani, kumusoro 3.12% YoY uye 28.54% YoY. Izvi zvinonyanya kuitika nekuti: kune rumwe rutivi, kune michina mitsva yakarongwa kuti ishandiswe kune yakadzika epoxy resin, pamwe chete nekudzikisa kugadzirwa kweindasitiri uye kuderedzwa kwemutoro mukota yekutanga kuenda kune inventory, kugadzirwa kunotarisirwa kukura muchikamu chechipiri; kune rumwe rutivi, indasitiri yePC dhizaini inoshanda yakagadzikana, panguva iyo zvidyarwa zvega zvinomira kuti zvigadziriswe, kuderedza mutoro uye vamwe vagadziri vanosimudza mitoro coexist, uye kugadzirwa muchikamu chechipiri kunotarisirwa kukura ne2% YoY zvichienzaniswa nekota yekutanga.

2.2 Chikamu chechipiri chepamusoro chemutengo wechigadzirwa uye maitiro pakufanotaura kwechigadzirwa

Muchikamu chechipiri, huwandu hwedzimba phenol acetone zvikamu zvakarongerwa kumira kuti zvigadziriswe, panguva iyo mitsva mitsva yakarongerwawo kuuya pamutsara, kuvharidzira huwandu hwese hwakawedzera zvishoma zvichienzaniswa nekota yekutanga. Asi sezvo iyo yakadzika bisphenol A uye mamwe ezasi anewo zvirongwa zvekugadzirisa kana kuderedza mutoro, tichifunga nezvemitengo yemafuta yakasimba, propylene multi-process indasitiri inorasikirwa nemusika wakadzika nzvimbo ishoma, pamwe nekushanduka kwekuderera kwechigero chinodiwa, iyo inofungidzirwa phenol acetone mitengo yakasimba, phenol mitengo inotarisirwa kuenzana 7500000-80000-800000000000000008 mutengo 5800-6100 yuan / tani; mutengo wekutsigira bisphenol A uchiripo.

2.3 Chechipiri kota musika wepfungwa ongororo

Muchikamu chechipiri, Bisphenol Midziyo mitsva haipo, seti mbiri dzemidziyo yemumba yakarongwa kugadzirisa, vamwe vagadziri nemusika uye kudiwa uye hupfumi husina kunaka hwekukanganisa kwekudzikisa kugadzirwa kwezvinhu kana kuenderera, panguva yekupihwa kwese uye kudiwa kweyero yeBisphenol A inotarisirwa kuvandudza pamusoro pekota yekutanga, asi kuwanikwa kwese kuchiri kukwana, mazhinji emusika anotarisirwa kukwira Bisphenol kukwira nekudzika kwemutengo wakawanda "ona zvakanyanya kungwarira kushanda".

2.4 Chechipiri kota yechigadzirwa mutengo fungidziro

Muchikamu chechipiri, mutengo wemusika webisphenol A unotarisirwa kuchinjika pakati pe9000-9800 yuan / ton. Padivi rekupa, iyo inopihwa inotarisirwa kudzikiswa zvishoma kana ichienzaniswa nekota yekutanga nekuda kwekukanganisa kwekugadziriswa kwechirimwa uye chikamu chemutoro wekudzikisa kugadzirwa, kupokana pakati pekupa uye kudiwa mumusika kupfuura kota yekupedzisira kana kurerutsira, mutsauko wemutengo pakati pematunhu unotarisirwa kudzikira; padivi rekuda, epoxy resin nechishandiso chitsva chakaiswa mukushanda uye ingoburitsa maitiro ekugadzirwa kwese kunotarisirwa kuwedzera; Kugadzirwa kwePC muchikamu chechipiri kunotarisirwa kuwedzera zvishoma, flat marasha Shenma, Hainan Huasheng mudziyo unotarisirwa kutangazve kugadzira kana kusimudza mutoro, vamwe vagadziri vega vane Zvirongwa zveInspection, pamwe nekufunga nezvekukanganisa kwemusika unotevera hausi kusanganisa mukana wekudzikisa mutoro; mutengo, phenol ketone nemutengo wepakati pekugadzirisa kwechigadziro uye kukosha kwekugovera uye kudiwa, mitengo inenge yakasimba, kutsigirwa kwebisphenol A kuripo; misika yemafungiro, pamwe nechikamu chechipiri cheshanduko yebuffer, mafungiro emusika achiri kuwanikwa. Muchidimbu, kugovera uye kudiwa uye mutengo zvinhu, bisphenol A inotarisirwa kumhanya mune yakamanikana yekuchinja.