Mu 2023, mtengo wa msika wa epoxy resin waku China ukuwonetsa kusinthasintha kosiyanasiyana, ndipo msika umakhala wokhumudwa kwambiri ukakwera kuyambira Januware mpaka Seputembala. Malo apamwamba kwambiri amadzimadzi a epoxy resin m'chaka chinachitika kumayambiriro kwa February, mtengo wa yuan 15,700 / tani, ndipo malo okwera kwambiri a epoxy resin olimba anachitika pakati pa kumapeto kwa September, mtengo wa pafupifupi yuan 15,100 / tani. Malo otsika kwambiri ali pakati pa kumapeto kwa June, ndipo mtengo wa utomoni uli pafupi 11900-12000 yuan/ton.

Pofika pa September 21, phindu lalikulu la epoxy resin lamadzimadzi m'gawo lachitatu linali -111 yuan / tani, ndipo phindu lalikulu la epoxy resin lolimba linali -37 yuan / tani, lomwe linapitirizabe kuchepa poyerekeza ndi gawo loyamba ndi lachiwiri. Kusiyana kwamitengo pakati pa mtengo wamsika wa epoxy resin ndi mtengo wake wachepa pang'onopang'ono, ndipo mtengo wamsika wasintha mozungulira mtengo kwa nthawi yayitali, ndipo ngakhale kupanga mozondoka ndi mtengo wake, zomwe zidapangitsa kuti phindu lamakampani a utomoni afinyidwe kwambiri. , ndipo kutayika kwakhala chizolowezi.

Chachiwiri, mphamvu zamakampani zikupitiriza kukula, ndipo mphamvu yogwiritsira ntchito mphamvu ndi yochepa

Mu 2023, kuyambira September, zoweta epoxy utomoni mphamvu kupanga matani 255,000 (Zhejiang Haobang matani 80,000/chaka, Anhui nyenyezi gawo I 25,000 matani/chaka, Dongying Hebang 80,000 matani/chaka, Neiqiu Xixin 00 tonsing 20, Ine 50,000 matani/chaka), okwana zoweta epoxy utomoni kupanga maziko anafika 3,267,500 matani/chaka. Mu Seputembala, kupanga zoweta za epoxy resin kunali matani 1.232 miliyoni, kuwonjezeka kwa 6.23%. Kuwonjezeka kwapang'onopang'ono kwa zotulutsa zake sikutheka chifukwa cha kuwongolera kuchuluka kwa kagwiritsidwe ntchito kamakampani, makamaka chifukwa cha kuchuluka kwa osewera atsopano m'munda, komanso kukhazikika kwapang'onopang'ono kwa zida zatsopano.

Chachitatu, ntchito yomaliza yamakampani ndizovuta kukhala ndi chiyembekezo

M'makampani ogulitsa nyumba, m'zaka zapakati ndi nthawi yayitali, chiwerengero cha anthu chatsika, kukula kwa mizinda kwatsika, makhalidwe a ndalama zogulira nyumba zachepa, malo osungiramo nyumba abwerera pang'onopang'ono ku makhalidwe okhalamo, ndipo kufunikira kwa nyumba kwachepa. Mitengo ya nyumba sinakhazikikebe, ndipo ogula akudikirira-ndi-kuwona pansi pa lingaliro la "kugula ndi kusagula." Malinga ndi kusanthula koyenera deta, kuyambira January mpaka August, dziko chuma chitukuko chuma kuchepa anapitiriza kukula, mu August, malo chitukuko boom index anakana kwa miyezi inayi yotsatizana, kuyambira January kuti August, dziko katundu chitukuko ndalama za 7,69 yuan biliyoni, kutsika ndi 8.8%; Kuyambira Januwale mpaka Ogasiti, malo ogulitsa nyumba zamalonda anali 739.49 miliyoni masikweya mita, pansi pa 7.1% pachaka, pomwe malo ogulitsa nyumba zogona anali pansi 5.5%. Kugulitsa kwa nyumba zamalonda kunali 7,815.8 biliyoni yuan, kutsika ndi 3.2%, pomwe kuchuluka kwa malonda a nyumba zogona kunali pansi 1.5%.

M'makampani opanga mphamvu zamphepo, malinga ndi kuwunika kwa data ku Longzhong Information, mphamvu yomwe yangokhazikitsidwa kumene yamagetsi apanyumba kuyambira Januware mpaka Julayi 2023 inali 26.31GW, + 73.22% pachaka; Kuyambira Januwale mpaka Julayi, kuchuluka kwamphamvu kwamphamvu kwamphepo kunali 392.91GW, + 14.32% pachaka. Kuyambira Januwale mpaka Julayi, kumwa kwa epoxy resin kunali matani 11,800, + 76.06% pachaka. M'gawo lachinayi, zikuyembekezeredwa kuti makampani opanga mphamvu zamphepo ndizovuta kukhala ndi zabwino, ndipo akuyembekezeka kuti mphamvu yomwe yangokhazikitsidwa kumene yamphamvu yamphepo yam'nyumba ikhala pafupifupi 45-50GW mu 2023, komanso kugwiritsa ntchito utomoni wa epoxy. kukhala pafupifupi matani 200,000.

Electronic ndi magetsi mfundo, gululi dziko, ntchito zomangamanga mu thandizo ndondomeko dziko ndi kukula boma, koma mkuwa atavala mbale mbale si zikuyenda bwino, Sheng phindu ndi mabizinesi ena kutsogolera September anayamba za 8-90%, a Kutsika kwachuma 10-20% kuposa chaka chatha, wachiwiri ndi wachitatu mzere mafakitale ang'onoang'ono anayamba 5-60%, ndi kuchepa kwa 30% -40% kuposa chaka chatha, pambuyo mliri nyengo, kuchira zachuma ndi zochepa kuposa kuyembekezera.

Mu kotala yachinayi, mbali ya mtengo, Mayunitsi angapo atsopano a bisphenol A pulani yoyika kupanga, Gulf Chemical, Hengli Petrochemical, Longjiang Chemical ndi matani ena 900,000 / mphamvu yopanga pachaka yatsala pang'ono kulowa, kutsika kwatsiku ndizovuta. onjezerani zoyembekeza, kufunikira kukupitilirabe kuletsa zomwe zikuchitika pamsika. Komabe, m'gawo lachitatu, mafuta amtundu wapadziko lonse lapansi adakwera mpaka A pamwamba, chapamwamba champhamvu yokoka, gawo lachinayi kapena siteji ili ndi chithandizo kuchokera ku mbali ya mtengo, koma pankhani ya kufunikira ndi kuperekera, makampaniwa ndi osamala. amayembekeza kuti gawo lachinayi la bisphenol A likhoza kukhala ndi ndondomeko yotsika, koma mothandizidwa ndi pansi pa mtengo wamtengo wapatali, kuchepa kapena kuchepa; Epichlorohydrin idzapitirizabe kuyendayenda m'malo otsika, msika udzawonjezeka, chipangizo choyimitsira magalimoto chidzabwerera mwakale, ndipo zipangizo zatsopano monga Jinbang ku Hebei ndi Sanyue ku Shandong zidzapangidwanso chimodzi ndi chimodzi, ndipo Kuthamanga kwa mpikisano wamsika sikudzachepetsedwa. Mbali yopereka, kuyambira Okutobala mpaka Novembala, dera la Anhui likadali ndi zida ziwiri zatsopano za epoxy resin zomwe zimayikidwa, pofika kumapeto kwa 2023, zoweta za epoxy resin kupanga zidawonjezeka mpaka matani 3.482,500/chaka, kuchuluka kwamphamvu kumachulukanso. Kumbali yofunikira, zokutira zambiri zakumunsi, mphamvu zamphepo, mafakitale amagetsi ndi magetsi amapangidwa kuti angodzaza malo, ndipo zofunikira zonse ndizovuta kusintha. Mwachidule, kutsutsana pakati pa kupezeka ndi kufunikira kwa epoxy resin yakunyumba kukadalipo, mtengo wamsika mu kotala yachinayi kapena kuzungulira mtengo wamtengo umasinthasintha, mitengo yamitengo imayenda mozungulira 13500-15500 yuan/tani, tikulimbikitsidwa kuti makampani azikhala osamala. .