Kulowa mu 2023, utomoni wa epoxy wapakhomo ukupitilira kukula, koma kufunikira kwa kutsika kwapansi kumakhala kochepa kuposa momwe amayembekezera, kutsutsana pakati pa kupezeka kwa msika ndi kufunikira kumawonekera, ndipo mtengo wamsika wonse ukuwonetsa kutsika. Kuchepa kwa phindu la epoxy resin profit margin ndi kuchepa kwa kugwiritsidwa ntchito kwa mafakitale kwakhala mawonekedwe a msika mu theka loyamba la 2023, koma kuchuluka kwa epoxy resin kwakula kwambiri poyerekeza ndi nthawi yomweyi chaka chatha. zidachepa kwambiri. Ndi zinthu ziti zatsopano pamsika wotsatira wa epoxy resin zomwe ziyenera kukhudzidwa, ndipo msika wamtsogolo udzakhala bwanji?

Kuwunika kwa magwiridwe antchito a msika wa epoxy resin mu theka loyamba la 2023:

1. Mphamvu zatsopano zopangira epoxy resin zikupitilira kutulutsidwa, ndipo zopanga zapakhomo zikuwonjezeka

Malinga ndi ziwerengero zowunikira zambiri za Longzhong, kuyambira Januware mpaka June 2023, mphamvu yopangira epoxy resin yakula mpaka matani 3.182,500 / chaka, ndipo mabizinesi atatu atsopano adawonjezedwa, Zhejiang Haobang Phase II matani 80,000 / chaka, Anhui stellar 25,000 matani / chaka, Dongying Hebang matani 80,000/chaka, ndi okwana mphamvu zatsopano kupanga matani 185,000. Mphamvu yopangira utomoni pamwezi idakwera mpaka matani 265,200, kuchuluka kwa 16.98%.

2, epoxy resin mitengo yatsika, kusinthasintha konseko kumakhala kocheperako

Kuyambira 2023, malo amitengo yokoka ya epoxy resin yakunyumba yatsika pansi. Malingana ndi deta yowunikira ya Longzhong Information, kuyambira pa June 30, kukambirana kwakukulu kwa madzi epoxy resin ku East China kunali 12,000-12,500 yuan / ton, kutsika 2,700 yuan / tani kuyambira kumayambiriro kwa chaka, kutsika ndi 18.12%; Mtengo wokambitsirana wa epoxy resin wolimba m'chigawo cha Huangshan ndi 12,000-12,500 yuan/tani, kutsika 2,300 yuan/tani kuyambira kuchiyambi kwa chaka, kutsika ndi 15.97%. Mu theka loyamba la chaka, kusinthasintha kwa msika waukulu kunali 12,000-15,700 yuan/tani, ndi matalikidwe apamwamba a 3,700 yuan/tani, pamene nthawi yomweyi chaka chatha, kusinthasintha kunali 20800-29300 yuan/tani, ndi matalikidwe apamwamba a 8,500 yuan/ton. Mosiyana ndi izi, kusinthasintha kwamitengo ya msika wa utomoni mu theka loyamba la 2023 kunali kotsika kwambiri kuposa nthawi yapitayi.

3, phindu lalikulu la epoxy resin latsika kwambiri, ndipo kuchuluka kwa kagwiritsidwe ntchito kamadzimadzi kwatsika kwambiri.

Mu theka loyamba la 2023, kukula kwa anthu omwe amagwiritsa ntchito ma terminal ndi ochepa kuposa momwe amayembekezera, kutsutsana pakati pa kupezeka ndi kufunikira kwa epoxy resin ndikwambiri, ndipo mtengo wamsika ukutsika. Ngakhale kuti pakati pa mphamvu yokoka ya zipangizo ndi yofooka, kuchepa kwake kumakhala kochepa kwambiri kusiyana ndi epoxy resin, ndipo epoxy resin yalowa m'malo otayika kuyambira February. Kumapeto kwa mwezi wa June, kutayika kudafika pa 788 yuan/ton pamadzi a epoxy resin ndi 657 yuan/tani pa utomoni wolimba wa epoxy. Chifukwa cha kutayika kwakukulu kwa phindu pamakampani, opanga madzi a epoxy resin achepetsa kupanga ndi mawu oyipa, opanga ena adatenga mwayi wokonzanso, ndipo kuchuluka kwa magwiritsidwe ntchito amadzimadzi epoxy utomoni kudapitilira kutsika, kugwera mkati mwa 40% mu June.

4, kutumizidwa kunja kwa epoxy resin kwatsika kwambiri, koma kutumizidwa kunja kwakwera kwambiri

Malinga ndi kuwunika kwa Longzhong Information, kuchuluka kwa epoxy resin ku China kuyambira Januware mpaka Meyi kunali matani 66,600, kutsika kwakukulu kwa 38% kuyambira nthawi yomweyi chaka chatha. Malinga ndi kuwunikaku, kukula kwa mphamvu yopanga utomoni wa epoxy ku China, kuchuluka kwa zinthu zapakhomo, komanso kuchepa kwa kudalira kwa utomoni wa epoxy pazogulitsa kunja ndizifukwa zazikulu zakuchepa kwa kutsika kwa utomoni wa epoxy ku China. Kutumiza kunja kwakula kwambiri, ndipo kutumiza kunja kwakhala njira yabwino yodyera ma epoxy resins. Kuyambira Januwale mpaka Meyi, kutumiza kwathunthu kwa epoxy resin kudafika matani 76,900, kuchuluka kwa pafupifupi 77% panthawi yomweyi chaka chatha.

Pakalipano, yalowa theka lachiwiri la chaka, ndipo mtengo wamtengo wapatali wa epoxy resin wawonjezeka kwambiri ndikuwuka mothandizidwa ndi mtengo, koma palibe kusintha kwakukulu pakufunikira kwapansi. Kupezeka kwa msika, mtengo ndi kutsata kufunikira kwa kutsika kwamadzi zikuwonekerabe.

1. Mbali yopereka: Kupereka kwa zinthu za epoxy resin kukuyembekezeka kuwonjezeka

Malinga ndi kuwunika kwa data ya Longzhong Information, kumapeto kwa 2023, pakadali matani opitilira 350,000 a mphamvu zatsopano zopangira epoxy resin yomwe ikukonzekera kuyika, pomwe maziko aku China a epoxy resin akupitiliza kukula, zopezeka m'nyumba zidzakulanso. kukula.

2. Mtengo: thandizo lonse

Mu theka lachiwiri la 2023, bisphenol A akadali pakatikati pakukulitsa mphamvu, ndipo zida zopitilira 1.5 miliyoni / chaka zidakonzedwa kuti zipangidwe, pomwe epichlorohydrin ina yaiwisi ilinso ndi kukula kwamphamvu, komanso kuchulukitsa kwa zida. zida ziwiri zopangira zipitilira, ndipo makampani ambiri amayembekeza kuti msika udzachepa mu theka lachiwiri la chaka. Ponseponse, kuthandizira kwazinthu ziwiri zopangira msika wa epoxy resin ndizofala.

3, kufunika: kungofunika kutsatira, ndizovuta kusintha kwambiri

Kuchokera kumbali ya ogula, ma epoxy resins amakhazikika kwambiri kumunsi mu mphamvu yamphepo, mapanelo ovala zamkuwa, zokutira ndi zina zotero. Komabe, mu theka lachiwiri la chaka, kumwa komaliza kwa epoxy resin kulibe mawanga owala. Kuchokera kumakampani opanga mphamvu zamphepo, mu 2022, opanga magetsi aku China adapambana ma projekiti 446, okwana 86.9GW, kuwonjezeka kwa 60.63%, mbiri yakale, kuphatikiza mphepo yamkuntho 71.2GW, mphepo yam'nyanja 15.7GW. Poganizira ntchito yomanga yomwe yatsala pafupifupi chaka chimodzi pambuyo pomaliza kuyitanitsa magetsi amphepo, banki ikuyembekeza kuti mphamvu yatsopano yokhazikitsidwa ndi mphepo yamkuntho ikuyembekezeka kupitilira 55GW mu 2023, chiwonjezeko cha pafupifupi 60%. Mphepo yatsopano yoyika mphamvu yopitilira 10GW, kupitilira kuwirikiza kawiri pachaka, kufunikira kwa mphamvu yamphepo ya epoxy resin ndikokhazikika, msika ukhoza kuwonjezera chidaliro. Komabe, ponena za mbale zamkuwa zamkuwa ndi zokutira, kufunikira kwa theka lachiwiri la chaka kuyambira July mpaka August kumakhala kofooka, kufunikira kwa epoxy resins kumachepetsedwa, ndipo zambiri ziyenera kutsatiridwa, zomwe zimakhala zovuta kupanga zabwino. thandizo kwa msika. Ponseponse, mu theka lachiwiri la 2023, kufunikira kwa resin kumunsi kwa mtsinje ndikovuta kukhala ndi mawanga owala kwambiri.