1.1 Ukuhlaziywa kwe-Quarter BPA Mark Prend

Ekota yokuqala ka-2023, intengo ephakathi yeBisphenol A in East China Market yayingu-9,788 Yuan / Ton, -21.68% YoY, -44.72% YoY. 2023 Januwari-February - February Bisphenol Ukuguquguquka ezungeze umugqa wezindleko ngo-9,600-10,300 yuan / ton. Ekuqaleni kukaJanuwari, kanye nomoya omusha weNyaka Omusha, futhi abanye abakhiqizi ngaphambi komkhosi ukuvumela umugqa wenzuzo, isikhungo semakethe samandla adonsela phansi sawela ku-9,650 yuan / toni. Amasonto amabili ngaphambi nangemva komkhosi wentwasahlobo, ukwehla komkhosi ukugcwalisa izikhundla, futhi ngemuva kwamanani entengo e-festival uprive phezulu, ama-bisphenol abakhiqizi abaphambili abanikezwa ukudonsa, ama-rose e-East China ahlanganisiwe adonswa ku-10200- I-10300 YUAN / TONT, FEBRUARY MAIN DOWNTREM Digestion inkontileka kanye nemakethe yokusungula ezungeze intengo yokuguquguquka kokushintshashintsha kwezimali eziyi-10,000. Ukungena ku-Mashi, ukululama okuyisimangalo kwakuhamba kancane, futhi ukungqubuzana phakathi kokuhlinzekwa kanye nokufunwa emakethe kwaqokonyiswa, kuhlanganiswe nemicimbi yengozi yezezimali eYurophu nase-United States, okwaholela ekucindezelweni kwamanani entengo , isimo esifushane semakethe sasobala. Ukubuyiselwa phansi kwe-towstream kulindelekile kunalokho obekulindelwe, kuthathwe indawo yokuqala yokuvuka bese uwela ukusungula, ukunikezwa kwemakethe kanye nezidingo zemicimbi egqamile yezezimali okuhoxisile Ukuzwela Kwemakethe, iBisphenol A nokwehla kwemakethe yemakethe kuya phansi, kusukela ngoMashi 31, iBisphenol Amanani emakethe yonke indlela ezansi kuye ku-9300 yuan / ton.

1.2 IBisphenol Ukuhlinzekwa kanye nokufuna ibhalansi kwikota yokuqala

Ekota yokuqala ka-2023, iBisphenol yaseChina isimo esengalisayo sobala. Ngesikhathi, i-Wanhua Chemical Phase II noGuangxi Huayi BPA ihlanganiswe namathani angama-440,000 / ngonyaka wamayunithi amasha asetshenziswe, futhi ukusebenza okuphelele bekuzinzile, okwanda kwalapho kushukumisela khona umaketha. I-Downstream Epoxy Resin ngokufanayo ifana nenkathi efanayo ngonyaka owedlule, i-PC kanye nekhono lokukhiqiza elisha kanye nenani lokuqalisa imboni, kepha isilinganiso sokukhula okusheshayo, kepha isilinganiso sokukhula kokuhlinzekwa kwemali siphakeme kunesibalo sokukhula kwesidingo, iBisphenol Ukuhlinzekwa futhi funa igebe likhuliswe amathani ayi-131,000 kwikota yokuqala.

1.3 ikota yephepha ledatha ye-Conduction Check

Ikota yeBisphenol amatafula wedatha ahlobene ne-Upstream ne-Downstream

I-2.Bisphenol Isimo sezulu semboni ngekota yesibili

2.1 Ukuhlinzekwa Komkhiqizo Wekota Yesibili kanye Nesidingo Isimo sezulu

2.1.1 ukubikezela ukubikezela

Umthamo omusha: kwikota yesibili, i-bisphenol yasekhaya Idivayisi ayicacisi amasu amasha okukhiqiza. Othintekile yimakethe ebuthakathaka yemakethe yalo nyaka kanye nenzuzo yenkontileka, amanye amadivaysi amasha asetshenziswa kunalokho obekulindelwe ukubambezeleka, njengokuphela kwekota yesibili, inani eliphelele lokukhiqizwa kwamathani angu-4,265,000.

Ukulahleka Kwedivaysi: Ikota yesibili yeBisphenol yasekhaya Idivaysi esetshenziswe ngokweqile, ngokusho kocwaningo lwesiLonzhong, ikota yesibili yokwanda kwamathani amabili, ukuchitha amathani / unyaka kulindeleke ukuthi kube yilapho kungu-32,000 amathani, kepha Idivayisi yamanje yeCanggzhou Dahua iyaqhubeka nokuma esikhathini sokuqalisa akwaziwa, abakhiqizi bamabhizinisi basekhaya ngumphumela wezomnotho wezomnotho wokulahla umthwalo (iShangchun Chemitos, ukuwela ngokweqile kulindeleke ukuthi kube ngu-69,200 amathani, ukukhuphuka kwama-29.8% ngaphezulu kwekota yokuqala.

Ukusetshenziswa kwamandla emboni: Ukukhishwa Kwezindawo Ezifuywayo kulindeleke ukuthi kufinyelele kumathani angama-867,700 kwikota yesibili, ukwehla okuncane kuka-0.30% uma kuqhathaniswa ne-20220% uma kuqhathaniswa nengxenye yesibili ye-2023 IBisphenol yasekhaya Umthamo omusha wokukhiqiza, umthelela wemakethe ebuthakathaka kwikota yokuqala yalo nyaka, amanye amabhizinisi okusika, isilinganiso samandla embonini kulindeleke ukuthi afinyelele ku-73.78% kwikota yesibili , ukwanda konyaka ngonyaka ka-29.8%. Uzofinyelela amaphesenti angama-73.78%, ezansi amaphesenti angama-4,9% kwikota edlule, phansi amaphesenti ama-2 unyaka nonyaka.

2.1.2 Isimo sezulu seNet Ukungenisa

I-China Ukungeniswa Kwezimboni kulindeleke ukuthi kube inkontileka kakhulu kwikota yesibili, kepha isencane ongenisa impahla, ikakhulukazi abakhiqizi abasebenza ngokungenisa okujwayelekile, ivolumu yokuthumela ephelele kulindeleke ukuthi ifinyelele kumathani angama-49,100.

2. 1.3 Isimo sezulu esiphansi

Kwikota yesibili, ukusetshenziswa kwemikhiqizo eChina kulindeleke ukuthi kufinyelele amathani angama-870,800, up 3.12% yoy no-28.54%. Lokhu kungenxa yokuthi: Ngakolunye uhlangothi, kukhona amadivaysi amasha ahlelelwe ukuthi asetshenziswe i-dowstream epoxy resin, ahlanganiswe nokwehliswa kokukhiqizwa komkhakha kanye nokuncishiswa komthwalo kwikota yokuqala ukuya ku-avetery, ukukhiqizwa kulindeleke ukuthi kukhule ngaphakathi Ikota yesibili; Ngakolunye uhlangothi, ukusebenza kwedivaysi ye-PC kuzinzile, lapho izitshalo ngazinye ziyekela ukulungiswa, ukuncishiswa komthwalo kanye nabakhiqizi bekota yesibili kulindeleke ukuthi bakhule cishe ngo-2%. ikota yokuqala.

2.2 Isikhombisi se-UPROCTREAM PROPTREAM PRICTREAM PRICE FREED kanye nomthelela kwisimo sezulu somkhiqizo

Kwikota yesibili, amayunithi amaningi e-Phenol Acetone amayunithi ahlelelwe ukumisa ukulungiswa, lapho amayunithi amasha nawo ahlelelwe ukuza kulayini, ukugcotshwa okuphelele kukhuphuke kancane ngokuqhathaniswa nekota yokuqala. Kepha njengoba i-bisphenol ephansi i-bisstream ane-towstream futhi inezinhlelo zokulungiswa noma zokulayisha umthwalo, ngenkathi inaka amanani entengo emali embonini, kanye nezinguquko ekufuneni kwe-townstream, okulinganiselwa Amanani entengo e-Phenol acetone aqinile, amanani e-Phenol kulindeleke ukuthi aqhamuke ku-7500-8300 yuan / ton, amanani entengo e-acetone aqala ngo-5800-6100 yuan / ton; Ukuxhaswa kwezindleko kwe-bisphenol kusekhona.

2.3 Ucwaningo lwe-Quarter Market Market Mentality

Kwikota yesibili, iBisphenol Amadivaysi amasha awatholakali, amasethi amabili amadivaysi asekhaya ahlelwe, abanye abakhiqizi ngokuhlinzekwa kwemakethe kanye nokufunwa ngumthelela womthwalo wokunciphisa ukukhiqizwa noma ukuqhubeka, ngesikhathi sokuthola imali ephelele IBisphenol A kulindeleke ukuthi ithuthukise ngaphezulu kwekota yokuqala, kepha ukunikezwa okuphelele kusanele, iningi lemakethe kulindeleke ukuthi liye eBisphenol azungeze izindleko zokushintshashintsha, inhloso enkulu yokuthola "ukubonwa ngokucophelela ".

2.4 Isimo Senkomba Yesibili Yesibili Yomkhiqizo

Kwikota yesibili, intengo yemakethe yeBisphenol A kulindeleke ukuthi iguqukele phakathi kuka-9000-9800 yuan / ithoni. Ngasohlangothini lokuhlinzekwa, ukuhlinzekwa kulindeleke ukuthi kuncishiswe kancane uma kuqhathaniswa nekota yokuqala ngenxa yokulungiswa kwezitshalo kanye nengxenye yomthwalo wokunciphisa ukukhiqizwa, ukufunwa kwemakethe kunekota yokugcina noma kalula, intengo Umehluko phakathi kwezifunda kulindeleke ukuthi unciphise; Ngasohlangothini olufunwayo, i-epoxy resin yidivayisi entsha esetshenziswe futhi imane nje idedele umthelela wokukhiqizwa okuphelele kulindeleke ukuthi kwandiswe; Ukukhiqizwa kwe-PC kwikota yesibili kulindeleke ukuthi kwandise kancane, i-Shenma yamalahle efulethini, kulindeleke ukuthi iqale ukukhiqizwa noma iphakamise umthwalo, abanye abakhiqizi abathile banezinhlelo zokuhlola, kanye nokunaka umthelela wemakethe elandelayo khipha amathuba okunciphisa umthwalo; Izindleko, i-Phenol Ketone ngezindleko zokulungiswa okumaphakathi kwensiza kanye nomthelela oyisisekelo wokuhlinzekwa kanye nokufunwa, amanani aqinile aqinile, ukusekelwa kweBisphenol akhona; Ukuqonda kwemakethe, kanye nekota yesibili yenguquko ye-Buffer, isimo semakethe siyatholakala. Ngamafuphi, ukulethwa kanye nezidingo nezindleko zezindleko, iBisphenol A kulindeleke ukuthi isebenze ngobubanzi bokushintshashintsha.