Na 2023, resin epoxy dị n'ime ụlọ na-aga n'ihu na-agbasa ikike, mana mgbake nke ọchịchọ dị ala erughị ihe a tụrụ anya ya, a na-egosipụta esemokwu dị n'etiti ọkọnọ ahịa na ọchịchọ, ọnụ ahịa ahịa n'ozuzu ya na-egosikwa mgbanwe na-adịghị mma. Mbelata nke uru resin epoxy na mbelata nke ojiji ikike ụlọ ọrụ abụrụla ihe ndị e ji mara ọrụ ahịa na ọkara mbụ nke 2023, mana olu mbupụ nke resin epoxy amụbaala nke ukwuu ma e jiri ya tụnyere oge ahụ n'afọ gara aga, mbubata ebelatakwala nke ukwuu. Kedu ọnọdụ ọhụrụ dị na ahịa resin epoxy na-esote nke a ga-echebara echiche, kedu ka ahịa n'ọdịnihu ga-esi aga?

Nyocha nke njirimara ọrụ nke ahịa epoxy resin na ọkara mbụ nke 2023:

1. A ka na-ewepụta ikike mmepụta ọhụrụ nke epoxy resin, mmepụta obodo na-abawanye

Dịka ọnụọgụgụ data nlekota ozi Longzhong si kwuo, site na Jenụwarị ruo June 2023, ikike mmepụta resin epoxy n'ime ụlọ gbasaara ruo tọn 3.182,500 kwa afọ, e tinyekwara ụlọ ọrụ ọhụrụ atọ, Zhejiang Haobang Phase II 80,000 tọn kwa afọ, Anhui 25,000 tọn kwa afọ, Dongying Hebang 80,000 tọn kwa afọ, yana ngụkọta ikike mmepụta ọhụrụ nke tọn 185,000. Ike mmepụta kwa ọnwa nke resin mụbara ruo tọn 265,200, mmụba nke 16.98%.

2, ọnụahịa resin epoxy belatara, mgbanwe zuru oke dịtụ obere

Kemgbe afọ 2023, ọnụ ahịa nke resin epoxy dị n'ime ụlọ agbanweela. Dịka data nlekota nke Longzhong Information si kwuo, ruo na June 30, mkparịta ụka bụ isi nke resin epoxy mmiri mmiri na East China bụ yuan 12,000-12,500/ton, gbadaa 2,700 yuan/ton site na mmalite afọ, gbadaa 18.12%; Ọnụ ahịa mkparịta ụka bụ isi nke resin epoxy siri ike na mpaghara Huangshan bụ yuan 12,000-12,500/ton, gbadaa 2,300 yuan/ton site na mmalite afọ, gbadaa 15.97%. N'ọkara mbụ nke afọ ahụ, oke mgbanwe ahịa bụ yuan 12,000-15,700 kwa tọn, yana oke kachasị nke yuan 3,700 kwa tọn, ebe n'otu oge ahụ n'afọ gara aga, oke mgbanwe ahụ bụ yuan 20800-29300 kwa tọn, yana oke kachasị nke yuan 8,500 kwa tọn. N'ụzọ dị iche, mgbanwe ọnụahịa nke ahịa resin na ọkara mbụ nke 2023 dị obere nke ukwuu karịa nke oge gara aga.

3, uru zuru oke nke resin epoxy adalatala nke ukwuu, ọnụego ojiji nke ikike mmiri mmiri ebelatakwala nke ukwuu

N'ọkara mbụ nke afọ 2023, mmụba nke oriri terminal erughị ihe a tụrụ anya ya, esemokwu dị n'etiti ọkọnọ na ọchịchọ nke epoxy resin pụtara ìhè, ọnụ ahịa ahịa na-agbadakwa n'ozuzu ya. Ọ bụ ezie na etiti ike ndọda nke ihe ndị e ji emepụta ihe adịghịkwa ike, mbelata ahụ pere mpe karịa nke epoxy resin, epoxy resin abanyekwala n'ọnọdụ mfu kemgbe ọnwa Febụwarị. Na ngwụcha ọnwa Juun, mfu ahụ ruru 788 yuan/ton maka resin epoxy mmiri mmiri na 657 yuan/ton maka resin epoxy siri ike. N'ihi nnukwu mfu nke uru na ụlọ ọrụ ahụ, ndị na-emepụta resin epoxy mmiri mmiri ebelatala mmepụta na okwu na-adịghị mma, ụfọdụ ndị na-emepụta ihe jiri ohere ahụ gbanwee, ọnụego ojiji ikike nke ụlọ ọrụ resin epoxy mmiri mmiri nọgidere na-ebelata, na-adaba n'ime 40% na June.

4, mbubata epoxy resin ebelatala nke ukwuu, mana mbupụ amụbaala nke ukwuu

Dịka data nlekota nke Longzhong Information si kwuo, mkpokọta mbubata nke epoxy resin na China site na Jenụwarị ruo Mee bụ tọn 66,600, mbelata dị ukwuu nke 38% site na otu oge ahụ n'afọ gara aga. Dịka nyocha ahụ si kwuo, mmụba nke ikike mmepụta epoxy resin nke China, mmụba dị ukwuu na ọkọnọ n'ime obodo, na mbelata na ntụkwasị obi nke epoxy resin na mbubata bụ isi ihe kpatara mbelata na mbubata epoxy resin nke China. Mbupu amụbaala nke ukwuu, mbupụ aghọwokwa ụzọ dị irè isi rie resin epoxy n'ime obodo. Site na Jenụwarị ruo Mee, mbupụ zuru oke nke epoxy resin ruru tọn 76,900, mmụba nke ihe dị ka pasent 77 n'otu oge ahụ n'afọ gara aga.

Ugbu a, ọ banyela n'ọkara nke abụọ nke afọ a, ebe ọnụahịa nke resin epoxy arịgoala ma rịa elu n'okpuru nkwado nke ọnụ ahịa, mana ọ dịghị mmụba dị ukwuu na ọchịchọ dị n'okpuru ala. A ka ga-ahụ ọkọnọ ahịa, ọnụ ahịa na nleba anya nke ọchịchọ dị n'okpuru ala.

1. Akụkụ ọkọnọ: A na-atụ anya na ọkọnọ nke ngwaahịa epoxy resin ga-abawanye

Dịka data nlekota nke Longzhong Information si kwuo, mgbe ngwụcha afọ 2023 gasịrị, a ka nwere ihe karịrị tọn 350,000 nke ikike mmepụta ọhụrụ nke resin epoxy nke a na-eme atụmatụ itinye na mmepụta, mgbe ntọala mmepụta resin epoxy nke China na-aga n'ihu na-agbasa, ọkọnọ ụlọ ga-etokwa.

2. Ọnụ ego: nkwado izugbe

N'ọkara nke abụọ nke afọ 2023, bisphenol A ka nọ n'usoro mgbasa ikike etiti, a na-atụkwa anya itinye ihe karịrị tọn nde 1.5/afọ nke akụrụngwa n'ime mmepụta, ebe epichlorohydrin ọzọ nwere mmụba ikike, oke nke ihe eji emepụta ihe abụọ ga-aga n'ihu, ọtụtụ ụlọ ọrụ na-atụkwa anya na ahịa ahụ ga-ebelata na ọkara nke abụọ nke afọ. N'ozuzu, nkwado nke ihe eji emepụta ihe abụọ maka ahịa epoxy resin bụ ihe a na-ahụkarị.

3, ọchịchọ: naanị ihe achọrọ bụ ịgbaso ya, ọ na-esiri ike imeziwanye nke ọma

N'akụkụ ndị ahịa, a na-etinye resin epoxy n'akụkụ ala nke ike ikuku, panel ọla kọpa, mkpuchi na ihe ndị ọzọ. Agbanyeghị, na ọkara nke abụọ nke afọ ahụ, oriri ikpeazụ nke resin epoxy ka enweghị ntụpọ na-egbuke egbuke. Site n'echiche nke ụlọ ọrụ ike ikuku, na 2022, ndị na-emepụta ike ikuku nke China meriri ngụkọta ọrụ 446, ngụkọta nke 86.9GW, mmụba nke 60.63%, ọkwa dị elu, gụnyere ikuku ala 71.2GW, ifufe oké osimiri 15.7GW. N'iburu n'uche usoro owuwu ihe dị ka otu afọ mgbe emechara asọmpi ike ikuku, ụlọ akụ ahụ na-atụ anya na a ga-atụ anya na ikike ikuku ala ọhụrụ arụnyere ga-agafe 55GW na 2023, mmụba nke ihe dị ka 60%. Ike ikuku ọhụrụ arụnyere nke ihe karịrị 10GW, ihe karịrị okpukpu abụọ nke ọchịchọ ike ikuku maka resin epoxy kwa afọ na-adịgide adịgide, ahịa ka nwere ike ịgbakwunye ntụkwasị obi. Agbanyeghị, n'ihe gbasara efere na ihe mkpuchi ọla kọpa, ọchịchọ n'ọkara nke abụọ nke afọ site na Julaị ruo Ọgọst adịghị ike, ọchịchọ maka resin epoxy na-ebelata, a chọkwara ịgbaso ọtụtụ ihe, nke siri ike ịmepụta nkwado dị mma maka ahịa. N'ozuzu, na ọkara nke abụọ nke 2023, ọ siri ike ịnweta resin n'okpuru ala nke nwere ntụpọ dị ukwuu.