Marka la gaaro 2023, resin epoxy gudaha ayaa sii wada ballaarinta awoodda, laakiin soo kabashada baahida hoos u dhacday ayaa ka yar sidii la filayay, iska hor imaadka u dhexeeya saadka suuqa iyo baahida ayaa la iftiimiyay, qiimaha suuqa oo dhanna wuxuu muujinayaa isbeddel hoos u dhac ah. Cidhiidhiga faa'iidada resin epoxy iyo hoos u dhaca isticmaalka awoodda warshadaha ayaa noqday astaamaha hawlgalka suuqa qeybtii hore ee 2023, laakiin mugga dhoofinta resin epoxy ayaa si weyn u kordhay marka la barbar dhigo isla xilligii sannadkii hore, soo dejintana si weyn ayay hoos ugu dhacday. Waa maxay xaaladaha cusub ee suuqa resin epoxy ee dabagalka ah ee laga walaacsan yahay, sideese suuqa mustaqbalka u horumarin doonaa?

Falanqaynta astaamaha hawlgalka ee suuqa resin epoxy qeybtii hore ee 2023:

1. Awoodda wax soo saarka cusub ee resin epoxy ayaa sii socota, wax soo saarka gudahana wuu kordhayaa

Sida laga soo xigtay tirakoobka xogta la socodka macluumaadka ee Longzhong, laga bilaabo Janaayo ilaa Juun 2023, awoodda wax soo saarka resin-ka epoxy-ga gudaha ayaa ballaartay ilaa 3.182,500 tan/sanadkii, waxaana lagu daray saddex shirkadood oo cusub, kuwaas oo kala ah Zhejiang Haobang Phase II 80,000 tan/sanadkii, Anhui stellar 25,000 tan/sanadkii, Dongying Hebang 80,000 tan/sanadkii, iyadoo wadarta guud ee awoodda wax soo saarka cusub ay tahay 185,000 tan. Awoodda wax soo saarka bilaha ah ee resin-ka ayaa korodhay ilaa 265,200 tan, taasoo ah koror dhan 16.98%.

2, qiimaha resin epoxy hoos ayuu u dhacay, isbeddelka guud waa mid dhexdhexaad ah

Tan iyo 2023, qiimaha qiimaha ee resin epoxy-ga gudaha ayaa hoos u dhacay. Sida laga soo xigtay xogta la socodka ee Longzhong Information, laga bilaabo Juun 30, gorgortanka guud ee resin epoxy-ga dareeraha ah ee Bariga Shiinaha wuxuu ahaa 12,000-12,500 yuan/ton, hoos u dhac 2,700 yuan/ton laga bilaabo bilowgii sanadka, hoos u dhac 18.12%; Qiimaha gorgortanka guud ee resin epoxy-ga adag ee gobolka Huangshan waa 12,000-12,500 yuan/ton, hoos u dhac 2,300 yuan/ton laga bilaabo bilowgii sanadka, hoos u dhac 15.97%. Nuskii hore ee sanadka, heerka isbeddelka suuqa ee ugu weyn wuxuu ahaa 12,000-15,700 yuan/ton, iyadoo mugga ugu badan uu ahaa 3,700 yuan/ton, halka isla muddadaas sannadkii hore, heerka isbeddelka uu ahaa 20800-29300 yuan/ton, iyadoo mugga ugu badan uu ahaa 8,500 yuan/ton. Taas bedelkeeda, isbeddelka qiimaha suuqa resin qeybtii hore ee 2023 wuxuu si weyn uga hooseeyay xilligii hore.

3, faa'iidada guud ee resin epoxy ayaa si weyn hoos ugu dhacday, heerka isticmaalka ee awoodda dareeraha ayaa si weyn hoos ugu dhacay

Qeybtii hore ee 2023, kobaca isticmaalka terminal-ka ayaa ka yar sidii la filayay, iska hor imaadka u dhexeeya saadka iyo baahida resin epoxy waa mid muuqda, qiimaha suuquna guud ahaan hoos ayuu u dhacay. In kasta oo xarunta cuf-isjiidadka alaabta ceeriinku ay sidoo kale daciif tahay, hoos u dhaca ayaa si weyn uga yar kan resin epoxy, resin epoxy-na wuxuu galay xaalad khasaare tan iyo bishii Febraayo. Dhammaadkii Juun, khasaaruhu wuxuu gaaray 788 yuan/ton resin epoxy dareere ah iyo 657 yuan/ton resin epoxy adag. Sababtoo ah khasaaraha daran ee ka dhashay faa'iidada warshadaha, soosaarayaasha resin epoxy dareere ah ayaa yareeyay wax soo saarka iyo xigashooyinka taban, soosaarayaasha qaar ayaa fursad u helay inay dib u habeeyaan, heerka isticmaalka awoodda warshadaha resin epoxy dareere ah ayaa sii waday inuu hoos u dhaco, isagoo hoos ugu dhacay 40% bishii Juun.

4, soo dejinta resin epoxy ayaa si weyn hoos ugu dhacday, laakiin dhoofintu si weyn ayay kor ugu kacday

Sida laga soo xigtay xogta la socodka ee Longzhong Information, wadarta guud ee resin epoxy ee Shiinaha laga soo dejiyo laga bilaabo Janaayo ilaa Maajo waxay ahayd 66,600 oo tan, taasoo ah hoos u dhac weyn oo ah 38% marka loo eego isla muddadaas sannadkii hore. Sida laga soo xigtay falanqaynta, ballaarinta awoodda wax soo saarka resin epoxy ee Shiinaha, koror weyn oo ku yimid sahayda gudaha, iyo hoos u dhaca ku tiirsanaanta resin epoxy ee soo dejinta ayaa ah sababaha ugu waaweyn ee hoos u dhaca soo dejinta resin epoxy ee Shiinaha. Dhoofintu si weyn ayay u korodhay, dhoofintuna waxay noqotay hab wax ku ool ah oo lagu isticmaalo resin epoxy gudaha. Laga bilaabo Janaayo ilaa Maajo, dhoofinta guud ee resin epoxy waxay gaartay 76,900 oo tan, taasoo ah koror qiyaastii ah 77% isla muddadaas sannadkii hore.

Waqtigan xaadirka ah, waxay gashay qeybtii labaad ee sanadka, xarunta qiimaha cuf-isjiidadka ee resin epoxy-ga ayaa soo noqotay oo kor u kacday iyadoo la taageerayo kharashka, laakiin ma jiro horumar la taaban karo oo ku yimid baahida hoos u socota. Sahayda suuqa, kharashka iyo dabagalka baahida hoos u socota ayaa weli la arki doonaa.

1. Dhinaca sahayda: Sahayda alaabada resin epoxy ayaa la filayaa inay korodho

Sida laga soo xigtay xogta la socodka ee Longzhong Information, ka dib dhammaadka 2023, weli waxaa jira in ka badan 350,000 oo tan oo awood wax soo saar cusub oo ah resin epoxy ah oo la qorsheeyay in lagu soo saaro wax soo saarka, marka saldhigga wax soo saarka resin epoxy ee Shiinaha uu sii ballaarto, sahayda gudaha ayaa sidoo kale kori doonta.

2. Qiimaha: taageero guud

Qaybta labaad ee 2023, bisphenol A wali waxay ku jirtaa wareegga ballaarinta awoodda dhexe, waxaana la qorsheynayaa in in ka badan 1.5 milyan oo tan/sanadkii qalab ah la geliyo wax soo saarka, halka qalab kale oo cayriin ah oo epichlorohydrin ah uu sidoo kale leeyahay ballaarinta awoodda, iyo sahayda xad dhaafka ah ee agabka cayriin ee labanlaabka ah ayaa sii socon doonta, shirkadaha badankooduna waxay filayaan in suuqu uu cidhiidhi noqdo qeybta labaad ee sanadka. Guud ahaan, taageerada agabka cayriin ee labanlaabka ah ee suuqa resin epoxy waa mid guud.

3, baahi: kaliya waa in la raaco, way adag tahay in si weyn loo hagaajiyo

Dhinaca macaamiisha, resin-ka epoxy-ga waxaa inta badan lagu ururiyaa korontada dabaysha, muraayadaha naxaasta ah ee lagu dahaadhay, dahaarka iwm. Si kastaba ha ahaatee, qeybtii labaad ee sanadka, isticmaalka ugu dambeeya ee resin epoxy-ga wali ma laha meelo dhalaalaya. Marka laga eego dhinaca warshadaha tamarta dabaysha, sannadkii 2022, soosaarayaasha tamarta dabaysha ee Shiinaha ayaa ku guuleystay wadar ahaan 446 mashruuc, wadarta guud waa 86.9GW, koror dhan 60.63%, rikoor sare, oo ay ku jiraan dabaysha dhulka 71.2GW, dabaysha badda 15.7GW. Iyadoo la tixgelinayo wareegga dhismaha qiyaastii hal sano ka dib dhammaystirka tartanka tamarta dabaysha, bangigu wuxuu filayaa in awoodda cusub ee la rakibay ee dabaysha dhulka la filayo inay ka badan tahay 55GW sannadka 2023, taasoo ah koror dhan 60%. Awoodda cusub ee la rakibay ee dabaysha oo ka badan 10GW, in ka badan labanlaab sannadkii, baahida tamarta dabaysha ee resin epoxy-ga waa mid deggan, suuqu wali wuxuu ku dari karaa kalsooni. Si kastaba ha ahaatee, marka la eego taarikada naxaasta ah iyo dahaarka, baahida qaybta labaad ee sanadka laga bilaabo Luulyo ilaa Agoosto waa mid aad u liidata, baahida loo qabo resins epoxy waa la dhimay, waxaana loo baahan yahay in la raaco wax badan, taas oo ay adag tahay in la helo taageero wanaagsan oo suuqa ah. Guud ahaan, qaybta labaad ee 2023, baahida resin ee ka dambeysa terminal-ka way adag tahay in la helo dhibco dhalaalaya oo waaweyn.