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. Emavikini amabili ngaphambi nangemva komkhosi wentwasahlobo, umfula ophansi ukugcwalisa izikhundla, futhi ngemuva kwamanani entengo kawoyela we-wactwer aqhubekele phambili, ama-bisphenol akhiqizwayo edonsa ngokushintshashintsha kwentengo ka-10,000 yuan azungeze. Ukungena ku-Mashi, ukululama okuyisimangalo kwakuhamba kancane, futhi ukungqubuzana phakathi kokuhlinzekwa kanye nokufunwa emakethe kwaqokonyiswa, kuhlanganiswe nemicimbi yengozi yezezimali eYurophu nase-United States, umkhathi omfushane wemakethe wasobala. Ukuvuselelwa kwe-towstream kuncibilike kunalokho obekulindelwe, kuthambekele okokuqala, bese uwela ukusungula imizwa yamamakethe ehoxisile ukuvumelanisa amanani entengo, kusukela ngoMashi 31, iBisphenol Amanani emakethe yonke ezansi kuye 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 namandla okukhiqiza amasha, kepha ukukhula kokukhulisa kwezimboni kungcono kakhulu kunesibalo sokukhula, iBisphenol ukufunwa kwe-13,000 amathani 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 ye-Bisphenol yasekhaya Idivaysi esetshenziswe ngokweqile, ngokusho kocwaningo lwe-Lonzhong, i-Confgzhou Dahua yamathani aphansi, kepha ukulahleka kwamathani angu-190,000, kulindeleke ukuthi kube nabakhiqizi be-Cangzz 000 abasebenza ngomthelela wezomnotho UShanghai Sinopec Mitsui, uNantong Xingchen, njll.), Ukushintshana ngokweqile kulindeleke ukuthi kube ngamathani angama-69,200, ukukhuphuka kwamathani angama-29.8% ngaphezulu kwekota yokuqala.

Ukusetshenziswa kwamandla emboni: Ukukhishwa Kwezindawo Ezifuywayo kulindeleke ukuthi kufinyelele kumathani angama-867,700 ngekota yesibili, umthelela we-54.12% uma uqhathaniswa ne-2022. Kulombo imboni kulindeleke ukuthi kufinyelele kuma-73.78% kwikota yesibili, ukunyuka 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 kunxenxa kakhulu kwikota yesibili, kodwa kusesekutheleleke kweNet, kanye nabanye abakhiqizi abancane bokuthengwa okuthe xaxa, ivolumu yokuthengisa elinethayo kulindeleke ukuthi lifinyelele 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 phansi kwe-resin ye-epoxy embonini, ukuncishiswa kokukhiqizwa komkhakha kanye nokuncishiswa komthwalo kwikota yokuqala ukuya kwikota yesibili, Ngakolunye uhlangothi, ukusebenza kwedivaysi ye-PC zizinzile, lapho izitshalo ngazinye ziyekela ukulungiswa, ukuncishiswa komthwalo kanye nabakhiqizi bekhulisa umthombo wekota yesibili kulindeleke ukuthi bakhule cishe ngekota 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 iBisShenol ye-Downstream a nokunye ukwehla komfula nakho kube nezinhlelo zokulondolozwa noma zokulanda, ngenkathi kucatshangelwa amanani entengo e-Phenol Acethani aqinile, kanye nezintengo ze-Phenol Acetone zibale ku-7500-8300 yuan / ton, amanani entengo e-acetone 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 ahleliwe, kepha ukufunwa okuphelele kulindeleke ukuthi athuthukise ikota yokukhiqiza noma ukufunwa kwe-bisphenol azungeze ukushintshashintsha kwezindleko, iningi le inhloso 'yokubona ukusebenza okucashile'.

2.4 Isimo Senkomba Yesibili Yesibili Yomkhiqizo

Kwikota yesibili, intengo yemakethe yeBisphenol A kulindeleke ukuthi iguqukele phakathi kuka-9000-9800 yuan / ithoni. Ohlangothini lokuhlinzekwa, ukuhlinzekwa kulindeleke ukuthi kuncishiswe kancane uma kuqhathaniswa nekota yokuqala ngenxa yokulungiswa kwezitshalo kanye nengxenye yomthwalo wokunciphisa ukukhiqizwa, ukufunwa kwemakethe kunekota yokugcina noma yokufunwa, umehluko wentengo 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 kwandiswe kancane, i-at flat Coal Shenma, kulindeleke ukuthi iqale ukukhiqizwa noma iphakamise umthwalo wemakethe elandelayo ayifaki ukuthi kungenzeka ukuthi kube yimakethe yokulayisha. 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.