1, Ukushintshashintsha kwentengo yemakethe kanye nezitayela

Ngekota yesithathu ka-2024, imakethe yasekhaya ye-bisphenol A yaba nokuguquguquka okuvamisile phakathi kwebanga, futhi ekugcineni yabonisa ukuthambekela kwe-bearish. Isilinganiso senani lemakethe kule kota bekungu-9889 yuan/ton, okuwukukhuphuka ngo-1.93% uma kuqhathaniswa nekota edlule, kwafinyelela ku-187 yuan/ton. Lokhu kuguquguquka kudalwe kakhulu isidingo esintenga ngesikhathi sesizini esijwayelekile (uJulayi no-Agasti), kanye nokwanda kokuvalwa nokugcinwa kahle ngezikhathi ezithile embonini ye-epoxy resin engezansi, okuholela esidingweni esilinganiselwe semakethe kanye nabakhiqizi ababhekana nobunzima ekuthumeleni imikhumbi. Naphezu kwezindleko eziphezulu, ukulahlekelwa kwemboni kuye kwadlondlobala, futhi kunendawo elinganiselwe yokuba abahlinzeki bempahla benze izivumelwano. Izintengo zemakethe zivame ukuguquguquka phakathi kwebanga lika-9800-10000 yuan/ton eMpumalanga China. Ukungena ku-"Golden Nine", ukuncishiswa kwesondlo kanye nokwanda kokuhlinzekwa kwempahla kuye kwabhebhethekisa kakhulu isimo sokutholakala ngokweqile emakethe. Naphezu kokusekelwa kwezindleko, intengo ye-bisphenol A isenzima ukuzinza, futhi isenzakalo sesizini ephakeme evilaphayo sisobala.

2, Ukunwetshwa kwamandla kanye nokukhula kokuphumayo

Ngekota yesithathu, amandla okukhiqiza asekhaya e-bisphenol A afinyelele amathani ayizigidi ezingu-5.835, okuwukunyuka kwamathani angu-240000 uma kuqhathaniswa nekota yesibili, ikakhulukazi kusukela ekuqashweni kwemboni ye-Huizhou Phase II eningizimu yeChina. Mayelana nokukhiqizwa, umphumela ngekota yesithathu ubungamathani angu-971900, okuwukunyuka ngo-7.12% uma kuqhathaniswa nekota edlule, kwafinyelela amathani angu-64600. Lo mkhuba wokukhula udalwe yimiphumela embaxambili yezinto ezintsha ezisetshenziswayo kanye nokuncipha kokunakekelwa kwemishini, okuholela ekwenyukeni okuqhubekayo kokukhiqizwa kwasekhaya kwe-bisphenol A.

I-3, Izimboni ezingaphansi komhlaba seziqala ukwandisa ukukhiqizwa

Nakuba kungekho mandla okukhiqiza amasha aqaliswe kwikota yesithathu, imithwalo yokusebenza yezimboni ze-PC esezansi nomfula kanye ne-epoxy resin inyukile. Isilinganiso sokusebenza kwemboni ye-PC yi-78.47%, ukwanda kwe-3.59% uma kuqhathaniswa nesikhathi esidlule; Umthwalo ojwayelekile wokusebenza wemboni ye-epoxy resin ngu-53.95%, ukwanda kwe-3.91% ngenyanga ngenyanga. Lokhu kubonisa ukuthi isidingo se-bisphenol A ezimbonini ezimbili ezansi nomfula sinyukile, sinikeza ukusekelwa okuthile kwamanani emakethe.

4. Ukwenyuka kwengcindezi yezindleko kanye nokulahlekelwa kwemboni

Ngekota yesithathu, izindleko ezimaphakathi zetiyetha zemboni ye-bisphenol A zikhuphuke zafinyelela ku-11078 yuan/ton, ngenyanga ngokwenyuka ngo-3.44%, ikakhulukazi ngenxa yokwenyuka kwamanani ezinto ezingavuthiwe ze-phenol. Kodwa-ke, inzuzo emaphakathi yemboni yehlele ku-1138 yuan/ton, ukwehla ngo-7.88% uma kuqhathaniswa nesikhathi sangaphambilini, okubonisa ingcindezi enkulu yezindleko embonini kanye nokuwohloka okwengeziwe kwesimo sokulahlekelwa. Nakuba ukwehla kwentengo ye-acetone yempahla eluhlaza kususiwe, izindleko zizonke azikahambi kahle enzuzweni yemboni.

5, Isibikezelo semakethe sekota yesine

1) Ukubuka kwezindleko

Kulindeleke ukuthi engxenyeni yesine, kube nokugcinwa okuncane kwefekthri ye-phenol ketone, futhi kuhambisana nokufika kwempahla engenisiwe ethekwini, ukuhlinzekwa kwe-phenol emakethe kuzokwanda, futhi kungenzeka ukwehla kwentengo. . Imakethe ye-acetone, ngakolunye uhlangothi, kulindeleke ukuthi ibhekane nokulungiswa kwebanga eliphansi ngentengo ngenxa yokutholakala okuningi. Izinguquko ekuhlinzekweni kwama-phenolic ketone zizobusa ukuthambekela kwemakethe futhi zibe nengcindezi ethile ezindlekweni ze-bisphenol A.

2) Supply side isibikezelo

Kunezinhlelo ezimbalwa zokunakekela izitshalo zasekhaya ze-bisphenol A engxenyeni yesine, nenani elincane kuphela lezinhlelo zokunakekela ezindaweni zaseChangshu naseNingbo. Ngesikhathi esifanayo, kukhona okulindelwe ukukhululwa kwamandla amasha okukhiqiza esifundeni saseShandong, futhi kulindeleke ukuthi ukunikezwa kwe-bisphenol A kuzohlala kuningi engxenyeni yesine.

3) I-Outlook ohlangothini lwesidingo

Imisebenzi yokunakekela ezimbonini ezansi nomfula yehlile, kodwa imboni ye-epoxy resin ithintwa ukuphambana nokufunwa, futhi ukukhiqizwa kulindeleke ukuthi kuhlale kusezingeni eliphansi uma kuqhathaniswa. Nakuba kukhona okulindelekile kokuthi imishini emisha iqale ukusebenza embonini ye-PC, kufanele kuqashelwe inqubekelaphambili yangempela yokukhiqiza kanye nomthelela wezinhlelo zokulungisa umthwalo wokusebenza. Sekukonke, isidingo esingaphansi komfula mancane amathuba okuba sibe nokukhula okuphawulekayo kwikota yesine.

Ngokusekelwe ekuhlaziyweni okuphelele kwezindleko, ukuhlinzekwa, kanye nesidingo, kulindeleke ukuthi imakethe ye-bisphenol A izosebenza ngokubuthakathaka engxenyeni yesine. Ukusekelwa kwezindleko kuye kwaba buthaka, okulindelekile kokuhlinzeka kunyukile, futhi isidingo esiphansi somfula kunzima ukuthuthukisa kakhulu. Isimo sokulahlekelwa kwemboni singase siqhubeke noma sishube. Ngakho-ke, kuyadingeka ukuthi kuqashwe ngeso elibukhali imisebenzi yokwehliswa nokugcinwa komthwalo okungahleliwe embonini ukuze kubhekwane nezingozi ezingaba khona zokuntengantenga kwezimakethe.