1. Ukuhlaziywa Kwamanani

 

Idatha embonini ye-phenolic ketone yaseChina ngoJuni 2024

 

Imakethe ye-Phenol:

 

NgoJuni, amanani emakethe ye-phenol abonise ukuthambekela okukhuphukayo kukonke, ngenani elimaphakathi lanyanga zonke elifinyelela ku-RMB 8111/tonne, likhuphuke ngo-RMB 306.5/tonne kusukela enyangeni edlule, okuwukunyuka okuphawulekayo kwe-3.9%. Lo mkhuba okhuphukayo ubangelwa ikakhulukazi ukutholakala okuqinile emakethe, ikakhulukazi esifundeni esisenyakatho, lapho izimpahla ziyindlala kakhulu, izitshalo eziseShandong naseDalian zilungiswa kabusha, okuholela ekwehleni kokunikezwayo. Ngesikhathi esifanayo, umthwalo wezitshalo ze-BPA waqala ngaphezu kwalokho obekulindelwe, ukusetshenziswa kwe-phenol kwanda kakhulu, kwandisa ukungqubuzana phakathi kokunikezwa nokufunwa emakethe. Ngaphezu kwalokho, intengo ephezulu ye-benzene ehlanzekile ekugcineni kwempahla eluhlaza inikeze ukusekelwa okuqinile kwamanani e-phenol. Kodwa-ke, ekupheleni kwenyanga, amanani e-phenol aphenduke yaba ntekenteke ngenxa yokulahleka kwesikhathi eside kwe-BPA kanye nokuguqulwa okulindelekile kwe-benzene emsulwa ngoJulayi-Agasti.

 

Imakethe ye-acetone:

 

Ngokufanayo nemakethe ye-phenol, imakethe ye-acetone iphinde yabonisa ukuthambekela okukhuphuka kancane ngoJuni, ngenani lentengo eliyisilinganiso sanyanga zonke lika-RMB 8,093.68 ngethani, elikhuphuke ngo-RMB 23.4 ngethani kusukela ngenyanga edlule, ukukhuphuka okuncane ngo-0.3%. Ukukhula kwemakethe ye-acetone kudalwe kakhulu wukushintshashintsha kwesimo sohwebo ngenxa yokulindela kwemboni ukunakekelwa okuphakathi kukaJulayi-Agasti kanye nokwehliswa kwabafika kwamanye amazwe esikhathini esizayo. Kodwa-ke, njengoba amatheminali angaphansi komfula ayegaya ukugcinwa kwangaphambi kwesitokwe kanye nesidingo sezinyibilikisi ezincane zehla, amanani e-acetone aqala ukwehla ngasekupheleni kwenyanga, ehla aze afike cishe ku-RMB 7,850/mt. Izimfanelo zokuqagela eziqukethe i-acetone ziphinde zaholela embonini ukuthi igxile esitokisini se-bullish, ne-inventory ekhuphuka kakhulu.

 

Ishadi lethrendi lamanani amaphakathi e-phenol ne-acetone emakethe yasekhaya kusukela ngo-2023 kuya ku-2024

 

2.ukuhlaziywa kokuhlinzeka

 

Ishadi lokuqhathanisa lokukhiqizwa kwanyanga zonke kwe-phenol ne-acetone kusuka ngo-2023 kuya ku-2024

 

NgoJuni, ukukhiqizwa kwe-phenol kwaba amathani angu-383,824, phansi ngamathani ayi-8,463 kusukela onyakeni odlule; umphumela we-acetone wawungamathani angama-239,022, phansi ngamathani angu-4,654 kusukela ngonyaka odlule. Izinga lokuqala kwamabhizinisi e-Phenol ne-ketone lehlile, izinga lokuqalisa imboni lalingama-73.67% ngoJuni, lehle ngo-2.7% kusukela ngoMeyi. Ukuqala phansi komfula kwesitshalo saseDalian kwathuthuka kancane kancane, kunciphisa ukukhululwa kwe-acetone, kwaba nomthelela omubi emakethe.

 

Okwesithathu, ukuhlaziywa kwesidingo

 

Ishadi lokuqhathanisa lamazinga okusebenza we-phenolic ketones, i-bisphenol A, isopropanol, ne-MMA kusukela ngo-2023 kuya ku-20124

 

Izinga lokuqala kukaJuni kwesitshalo seBisphenol A likhuphuke kakhulu laya ku-70.08%, lenyuka ngo-9.98% kusukela ngoMeyi, linikeza ukwesekwa okuqinile esidingweni se-phenol ne-acetone. Izinga lokuqala le-phenolic resin kanye namayunithi e-MMA nalo linyukile, likhuphuke ngo-1.44% no-16.26% YoY ngokulandelana, okubonisa izinguquko ezinhle ekufuneni okuphansi komfula. Kodwa-ke, izinga lokuqala lesitshalo se-isopropanol likhuphuke ngo-1.3% YoY, kodwa ukukhula kwesidingo sekukonke bekulinganiselwe.

 

3.Ukuhlaziywa kwesimo sokusungula

 

Izibalo zemikhuba yokusungula ye-phenol ne-acetone emachwebeni ase-East China kusuka ngo-2023 kuya ku-2024

 

NgoJuni, imakethe ye-phenol yabona ukususwa kwesitoko, kokubili isitokwe sefekthri nechweba lase-Jiangyin sehlile, futhi sabuyela ezingeni elivamile ekupheleni kwenyanga. Ngokuphambene nalokho, iqoqo lechweba lemakethe ye-acetone seliqoqiwe futhi lisezingeni eliphezulu, likhombisa isimo se-quo sokutholakala okuningi kodwa ukukhula kwesidingo okwanele emakethe.

 

4.Ukuhlaziywa kwenzuzo eyisamba

 

Ithonywe ukwenyuka kwamanani ezinto ezibonakalayo, i-East China phenol ketone izindleko zethani elilodwa zikhuphuke ngo-509 yuan / tonne ngoJuni. Phakathi kwazo, intengo efakwe ohlwini lwe-benzene ehlanzekile ekuqaleni kwenyanga idonsele ku-9450 yuan / tonne, inkampani ye-petrochemical eMpumalanga China, intengo evamile ye-benzene ehlanzekile yaphakama ngama-yuan angu-519 / tonne uma kuqhathaniswa noMeyi; intengo ye-propylene nayo yaqhubeka ikhuphuka, intengo ejwayelekile ye-83 yuan / tonne ephakeme kunangoMeyi. Kodwa-ke, naphezu kwezindleko ezikhulayo, imboni ye-phenol ketone isabhekene nesimo sokulahlekelwa, imboni ngoJuni, ukulahlekelwa kwe-490 yuan / tonne; I-bisphenol A yemboni inzuzo eyisilinganiso sanyanga zonke ingu -1086 yuan/tonne, okubonisa inzuzo ebuthakathaka yemboni.

 

Ukufingqa, ngoJuni, izimakethe ze-phenol ne-acetone zibonise ukuthambekela kwamanani ahlukene ngaphansi kwendima embaxambili yokungezwani kokuhlinzeka nokukhula kwesidingo. Ngokuzayo, ngokuphela kokunakekelwa kwezitshalo kanye nezinguquko ezifunwayo ezansi nomfula, ukuhlinzekwa kwemakethe kanye nesidingo kuzophinde kulungiswe futhi amanani azoshintshashintsha. Khonamanjalo, ukwenyuka okuqhubekayo kwamanani ezinto ezingavuthiwe kuzoletha ingcindezi eyengeziwe yezindleko embonini, futhi sidinga ukubhekisisa ukuguquguquka kwemakethe ukuze sibhekane nobungozi obungaba khona.


Isikhathi sokuthumela: Jul-04-2024