Gelitaanka 2023, resin epoxy-ga gudaha wuxuu sii wadaa inuu ballaariyo awoodda, laakiin soo kabashada baahida hoose ayaa ka yar sidii la filayay, iska horimaadka u dhexeeya saadka suuqa iyo baahida ayaa la muujiyay, qiimaha suuqana guud ahaan wuxuu muujinayaa isbeddel hoos u dhac ah. Cidhiidhiga faa'iidada xabagta epoxy iyo hoos u dhaca awoodda ka faa'iidaysiga warshadaha ayaa noqday sifooyinka hawlgalka suuqa ee qeybtii hore ee 2023, laakiin mugga dhoofinta ee epoxy xabagta ayaa si weyn u kordhay marka la barbar dhigo isla muddadaas sannadkii hore, iyo soo dejinta ayaa si weyn hoos ugu dhacay. Waa maxay xaaladaha cusub ee daba-galka suuqa resin epoxy in laga walaaco, sideese suuqa mustaqbalka u horumari doonaa?

Falanqaynta sifooyinka hawlgalka ee suuqa resin epoxy qaybta hore ee 2023:

1. Awood wax-soo-saarka cusub ee xabagta epoxy-ga ayaa sii socota in la sii daayo, wax soo saarka gudahana wuu kordhaa

Marka loo eego tirakoobka xogta xogta Longzhong, laga bilaabo Janaayo ilaa Juun 2023, awoodda wax soo saarka xabagta epoxy ee gudaha ayaa balaartay ilaa 3.182,500 tan / sanad, waxaana lagu daray saddex shirkadood oo cusub, Wajiga Zhejiang Haobang II 80,000 tan / sanad, Anhui stellar 25,000 tons sannadkii, Dongying Hebang 80,000 tan / sannadkii, oo leh wadarta wax-soo-saarka cusub ee 185,000 tan. Awoodda wax-soo-saarka bilaha ah ee xabagta ayaa kor u kacday ilaa 265,200 tan, korodhka 16.98%.

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

Ilaa 2023, xarunta qiimaha cuf-jiidadka xabagta epoxy-ga gudaha ayaa hoos u dhacay. Marka loo eego xogta la socodka macluumaadka Longzhong, laga bilaabo Juun 30, gorgortanka caadiga ah ee resin epoxy dareeraha ee Bariga Shiinaha wuxuu ahaa 12,000-12,500 yuan / ton, hoos 2,700 yuan / ton bilowgii sanadka, hoos u dhacay 18.12%; Qiimaha gorgortanka guud ee xabagta epoxy adag ee gobolka Huangshan waa 12,000-12,500 yuan/ton, hoos 2,300 yuan/ton bilowgii sanadka, hoos 15.97%. Qeybtii hore ee sanadka, kala duwanaanshaha isbedbedelka suuqa guud wuxuu ahaa 12,000-15,700 yuan/ton, oo leh baaxadda ugu badan ee 3,700 yuan/ton, halka isla muddadaas sanadkii hore, kala duwanaanshaha isbedbeddelku ahaa 20800-29300 yuan/ton. oo leh baaxadda ugu badan ee 8,500 yuan/ton. Taas bedelkeeda, isbedbedelka qiimaha suuqa xabagta qaybta hore ee 2023 aad ayuu uga hooseeyaa sidii hore.

3, faa'iidada guud ee xashiishka epoxy resin aad buu u yaraaday, iyo heerka isticmaalka awoodda dareeraha ayaa si weyn hoos ugu dhacay.

Qeybta hore ee 2023, kobaca isticmaalka terminaalka ayaa ka yar sidii la filayay, iska hor imaadka udhaxeeya sahayda iyo baahida xabagta epoxy waa mid caan ah, qiimaha suuquna guud ahaan hoos ayuu udhacay. In kasta oo xarunta cufisjiidadka alaabta ceeriin ay sidoo kale daciif tahay, hoos u dhacu aad ayuu uga yar yahay kan xabagta epoxy-ga, iyo xabagta epoxy waxa ay gashay xaalad khasaare ah tan iyo bishii February. Dhammaadkii Juunyo, khasaaruhu wuxuu kor u kacay 788 yuan/ton oo ah xabagta epoxy-ga dareeraha ah iyo 657 yuan/ton oo ah xabagta epoxy adag. Sababo la xiriira khasaaraha daran ee faa'iidada warshadaha, saarayaasha epoxy resin dareere ah ayaa hoos u dhigay wax soo saarka iyo xigashooyin taban, saarayaasha qaar ka mid ah ayaa qaatay fursad ay dib u habeyn ku sameeyaan, iyo heerka ka faa'iidaysiga awoodda warshadaha xabagta epoxy dareere ah ayaa sii waday in ay hoos u dhacdo, hoos u dhac 40% gudahood. bisha June.

4, Soo dejinta epoxy resin-ka ayaa si aad ah u yaraaday, laakiin dhoofinta ayaa kor u kacday

Marka loo eego xogta la socodka macluumaadka Longzhong, wadarta soo dejinta xadhkaha epoxy ee Shiinaha laga bilaabo Janaayo ilaa May waxay ahayd 66,600 tan, hoos u dhac weyn oo ah 38% isla muddadaas sanadkii hore. Sida laga soo xigtay falanqaynta, ballaarinta awoodda wax soo saarka epoxy resin ee Shiinaha, koror la taaban karo ee sahayda gudaha, iyo hoos u dhac ku tiirsanaanta xabagta epoxy ee soo dejinta ayaa ah sababaha ugu weyn ee hoos u dhac ku yimid soo dejinta epoxy resin ee Shiinaha. Dhoofintu aad bay u korodhay, dhoofintuna waxa ay noqotay hab wax ku ool ah oo loo isticmaalo xabagta epoxy-ga gudaha. Laga soo bilaabo Jannaayo ilaa Maajo, wadarta guud ee dhoofinta xabagta epoxy waxay gaartay 76,900 tan, koror ku saabsan 77% isla muddadaas sannadkii hore.

Waqtigan xaadirka ah, waxay gashay nuskii labaad ee sanadka, iyo xarunta qiimaha cufisjiidad ee resin epoxy ayaa dib u soo kabtay oo kor u kacday iyada oo la raacayo taageerada kharashka, laakiin ma jirto wax horumar ah oo la taaban karo oo baahida hoose ah. Sahayda suuqa, qiimaha iyo daba-galka baahida hoose ayaa ah mid la arki doono.

1. Dhinaca Supply: Sahayda alaabta xabagta epoxy ayaa la filayaa inay kordhiso

Sida laga soo xigtay xogta la socodka ee Longzhong Information, ka dib dhamaadka 2023, waxaa weli jira in ka badan 350,000 tan oo awoodda wax soo saarka cusub ee xabagta epoxy la qorsheeyay in la geliyo wax soo saarka, marka Shiinaha ee saldhiga wax soo saarka resin epoxy sii wadaan in ay ballaariyaan, sahayda gudaha ayaa sidoo kale doonaa. koraan.

2. Qiimaha: taageerada guud

Qaybta labaad ee 2023, bisphenol A waxay weli ku jirtaa wareegga balaadhinta awoodda dhexe, iyo in ka badan 1.5 milyan oo tan / sannadkii oo qalab ah ayaa la qorsheeyay in la geliyo wax soo saarka, halka walxaha kale ee cayriin ee epichlorohydrin uu sidoo kale leeyahay ballaarinta awoodda, iyo bixinta xad-dhaafka ah alaabta ceeriin ee laba jibaaran ayaa sii socon doonta, shirkadaha badankooduna waxay filayaan in suuqu uu yaraado qeybta labaad ee sanadka. Guud ahaan, taageerada alaabta ceeriin ee labanlaabka ah ee suuqa resin epoxy waa mid guud.

3, baahida: kaliya u baahan in la raaco, way adagtahay in si la taaban karo loo hagaajiyo

Marka laga eego dhinaca macaamilka, resins epoxy waxa ay inta badan ku urursan yihiin xagga hoose ee tamarta dabaysha, baalasha naxaasta ah, dahaarka iyo wixii la mid ah. Si kastaba ha ahaatee, qaybta labaad ee sanadka, isticmaalka ugu dambeeya ee resin epoxy ayaa weli ka maqan dhibco dhalaalaya. Marka loo eego dhinaca warshadaha tamarta dabaysha, sanadka 2022, soosaarayaasha tamarta dabaysha ee Shiinaha waxay ku guuleysteen wadar ahaan 446 mashruuc, wadar ahaan 86.9GW, korodhka 60.63%, rikoor sare, oo ay ku jiraan dabaysha dhulka 71.2GW, dabaysha badda 15.7GW. Iyadoo la tixgelinayo wareegga dhismaha ee qiyaastii hal sano ka dib marka la dhammeeyo qandaraaska tamarta dabaysha, bangigu wuxuu rajeynayaa in awoodda cusub ee dabaysha dhulka la filayo in ay dhaafto 55GW sanadka 2023, koror ku saabsan 60%. Dabaysha cusub ee lagu rakibay in ka badan 10GW, in ka badan labanlaab sannadkiiba, baahida tamarta dabaysha ee resin epoxy waa mid deggan, suuqa ayaa weli ku dari kara kalsooni. Si kastaba ha ahaatee, marka la eego taarikada maxaasta ah iyo dahaarka, baahida qaybta labaad ee sanadka ee Julaay ilaa Agoosto waa mid daciif ah, baahida loo qabo resins epoxy waa la dhimay, loona baahan yahay in la sii wado, taas oo ay adag tahay in la sameeyo qaab wanaagsan. taageerada suuqa. Guud ahaan, qeybta labaad ee 2023, dalabka marinka hoose ee resin-ka waa ay adagtahay in la helo dhibco dhalaalaya oo la taaban karo.