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 yekubatanidza kumusoro, bisphenol Vagadziri vakuru vanopa kukwira, musika wakasimuka, East China nhaurirano huru dzakakwira kusvika ku10200- 10300 yuan / ton, Kukadzi main downstream digestion kontrakiti uye musika wekutengesa wakatenderedza mutengo we10,000 yuan kutetepa kuderera.Kupinda munaKurume, kudzoreredza kwekuda kudzoreredza kwakanonoka, uye kupokana pakati pekupa uye kudiwa mumusika kwakaratidzwa, pamwe nezviitiko zvenjodzi yemari muEurope nemabhangi eUnited States, izvo zvakakonzera kudzikira kwemitengo yemafuta kudzvanyirira misika. , musika mupfupi mamiriro aive pachena.Kudzika kwekupedzisira kudzoreredza kuri kushoma pane zvaitarisirwa, epoxy resin mutoro wekutanga kusimuka uye wobva wawira kune hesitori, PC nzvimbo yegiravhiti yakapfava, musika wekutengesa uye kupokana kwekuda kunoratidzwa, pamwe chete nezviitiko zvenjodzi dzemari zvakakonzera mitengo yemafuta uye makemikari ekutanga kudzoreredza kudzvinyirira. manzwiro emusika, bisphenol A uye yakadzika musika kuwiriranisa zvichidzika, kubva munaKurume 31, bisphenol A mitengo yemusika kudzika kusvika ku9300 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 epoxy resin kwakangofanana nenguva yakafanana gore rapfuura, PC pamwe nehunyanzvi hutsva hwekugadzira uye indasitiri yekutanga-yero, kukura kwekushandisa kungangoita 30%, asi huwandu hwese hwekuwedzera hwekuwedzera hwakakwira kupfuura huwandu hwekukura kwekuda, bisphenol. Mukana wekupa uye wekuda wakawedzera 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, pakupera kwekota yechipiri, huwandu hwese hwekugadzira hwepamba hwe4,265,000 matani / gore.

Kurasikirwa kwechishandiso: chikamu chechipiri chemumba bisphenol Chishandiso chepakati chekugadzirisa, sekureva kweLonzhong tsvagiridzo, chikamu chechipiri chenguva dzose kugadziridzwa kwemakambani maviri, kuwedzeredza huwandu hwe190,000 matani / gore, kurasikirwa kunotarisirwa kunge kuri matani makumi matatu nemaviri, asi. iyo yazvino Cangzhou Dahua mudziyo inoramba ichimira munguva yekutanga hazvizivikanwe, ivo vanogadzira mabhizinesi epamba neindasitiri yehupfumi hwekudonha kwemutoro (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, nezvimwewo), kugadzirisa Kurasikirwa kunotarisirwa kunge kuri makumi matanhatu nenomwe nemakumi mapfumbamwe. matani, 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. 2022 hafu yechipiri yekota yekutanga ye2023 mudzimba bisphenol Hutsva hwekugadzira huwandu, kukanganisa kwemusika usina simba mukota yekutanga yegore rino, mamwe mabhizinesi kucheka kugadzirwa uye kuderedza mashandiro emutoro, avhareji yehuwandu hwekushandisa indasitiri inotarisirwa kusvika 73.78% mukota yechipiri. , gore negore 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. inotarisirwa 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 nekuti: kune rimwe divi, kune zvishandiso zvitsva zvakarongwa kuiswa mukushanda kune yakadzika epoxy resin, pamwe nekudzikisira kugadzirwa kweindasitiri uye kudzikiswa kwemutoro mukota yekutanga kuenda kune hesiti, kugadzirwa kunotarisirwa kukura mukati. chikamu chechipiri;kune rimwe divi, indasitiri yePC dhizaini inoshanda yakagadzikana, panguva iyo zvidyarwa zvega zvinomira kuti zvigadziriswe, kuderedza mitoro uye vamwe vagadziri vanosimudza mutoro pamwe chete, uye kugadzirwa muchikamu chechipiri kunotarisirwa kukura ne2% YoY zvichienzaniswa ne chikamu chekutanga.

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 imwe yakadzika zvakare iine zvirongwa zvekugadzirisa kana kuderedza mutoro, tichifunga nezve mitengo yemafuta yakasimba, propylene yakawanda-yekuita indasitiri inorasikirwa nemusika wakaderera nzvimbo ishoma, pamwe nekuchinja mukudzika kwemvura kudiwa, iyo inofungidzirwa. phenol acetone mitengo inenge yakasimba, phenol mitengo inotarisirwa kusvika 7500-8300 yuan / ton, mitengo yeacetone inosiyana 5800-6100 yuan / ton;mutengo wekutsigira bisphenol A uchiripo.

2.3 Chechipiri kota musika wepfungwa ongororo

Muchikamu chechipiri, Bisphenol A zvishandiso zvitsva hazviwanikwe, maviri seti emidziyo yemumba yakarongwa kugadzirisa, vamwe vagadziri nemusika wekutengesa uye kudiwa uye hurombo hwehupfumi hwekukanganisa kwekudzikisa kugadzirwa mutoro kana kuenderera, panguva yekupihwa kwese uye kudiwa kwechiyero che Bisphenol A inotarisirwa kuvandudza pamusoro pekota yekutanga, asi huwandu hwese huchiri kukwana, mazhinji emusika anotarisirwa kuBisphenol A kutenderedza mutengo mutsetse kumusoro nekudzika mukana wekuchinja, mazhinji echinangwa che "kuona zvakanyanya kuchenjerera kushanda. “.

2.4 Chechipiri kota yechigadzirwa mutengo kufanotaura

Muchikamu chechipiri, mutengo wemusika webisphenol A unotarisirwa kuchinjika pakati pe9000-9800 yuan / ton.Padivi rekupa, chinopihwa chinotarisirwa kudzikiswa zvishoma kana chichienzaniswa nekota yekutanga nekuda kwekukanganisa kwekugadziriswa kwechirimwa uye chikamu chekudzikisa kugadzirwa, kupokana pakati pekupa uye kudiwa mumusika kupfuura kota yekupedzisira kana kureruka, mutengo. musiyano pakati pematunhu unotarisirwa kuderera;padivi rekuda, epoxy resin nechishandiso chitsva chakaiswa mukushanda uye kungoburitsa kukanganiswa kweiyo kugadzirwa kwese kunotarisirwa kuwedzera;Kugadzirwa kwePC muchikamu chechipiri kunotarisirwa kuwedzera zvishoma, marasha akadzika Shenma, Hainan Huasheng mudziyo unotarisirwa kutangazve kugadzira kana kusimudza mutoro, vamwe vagadziri vega vane zvirongwa zveInspection, pamwe nekufunga nezvekukanganisa kwemusika unotevera. kusabvisa mukana wekuderedza 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.