Ngo-2023, ukwanda okugxilile kwemboni ye-PC yaseChina sekuphelile, futhi imboni ingene emjikelezweni wokugaya amandla okukhiqiza akhona. Ngenxa yesikhathi sokunwetshwa esimaphakathi sezinto zokusetshenziswa ezikhuphuka nomfula, inzuzo ye-PC esezingeni eliphansi ikhule kakhulu, inzuzo yemboni ye-PC ibe ngcono kakhulu, futhi izinga lokusebenzisa kanye nokuphuma kwamandla okukhiqiza ekhaya nakho kwenyuke kakhulu.

Ngo-2023, ukukhiqizwa kwe-PC yasekhaya kubonise ukuthambekela okukhuphuka kwanyanga zonke, okuphakeme kakhulu kunezinga lomlando lenkathi efanayo. Ngokwezibalo, kusukela ngoJanuwari kuya kuMeyi 2023, inani lokukhiqizwa kwe-PC e-China lalingaba amathani ayizigidi ezingu-1.05, ukwanda okungaphezu kuka-50% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, futhi izinga lokusebenzisa amandla eliphakathi lafinyelela ku-68.27%. Phakathi kwazo, ukukhiqizwa okumaphakathi kusuka ngoMashi kuya kuMeyi kudlule amathani angama-200000, okuphinda kabili izinga eliphakathi konyaka ngo-2021.
1. Ukunwetshwa okumaphakathi komthamo wasekhaya sekuphelile, futhi umthamo omusha wokukhiqiza eminyakeni emihlanu ezayo ulinganiselwe.
Kusukela ngo-2018, amandla okukhiqiza ama-PC aseChina akhule ngokushesha. Kusukela ekupheleni kuka-2022, umthamo wokukhiqiza we-PC wasekhaya usuphelele ufinyelele amathani ayizigidi ezingu-3.2 ngonyaka, ukukhuphuka ngo-266% uma kuqhathaniswa nokuphela konyaka wezi-2017, ngenani lokukhula elihlanganisiwe lonyaka lama-30%. Ngo-2023, i-China izokwandisa kuphela umthamo wokukhiqiza ngamathani angu-160000 we-Wanhua Chemical futhi iqale kabusha amandla okukhiqiza ngamathani angu-70000 ngonyaka eGansu, eHubei. Kusukela ngo-2024 kuya ku-2027, amandla okukhiqiza ama-PC amasha e-China kulindeleke ukuthi eqe kuphela amathani ayizigidi eziyi-1.3, ngezinga lokukhula eliphansi kakhulu kunangaphambili. Ngakho-ke, eminyakeni emihlanu ezayo, ukugaya umthamo wokukhiqiza okhona, ukuthuthukiswa kwekhwalithi yomkhiqizo kancane kancane, ukukhiqizwa okuhlukene, ukufaka esikhundleni sezinto ezithengwayo, kanye nokwanda kokuthunyelwa kwamanye amazwe kuzoba ithoni eyinhloko yemboni ye-PC yaseChina.
2. Izinto zokusetshenziswa zingene esikhathini sokunwetshwa endaweni eyodwa, okuholela ekwehleni okukhulu kwezindleko zamaketango ezimboni kanye nokwehla kancane kancane kwenzuzo.

Ngokwezinguquko ze-bisphenol A eluhlaza kanye namakhono amabili amakhulu okukhiqiza ezansi nomfula eminyakeni emihlanu edlule, umehluko wamandla okukhiqiza okhuphuka nomfula ngo-2022 ufinyelele ezingeni eliphansi kakhulu eminyakeni emihlanu, ngamathani ayizigidi ezingu-1.93 ngonyaka. Ngo-2022, umthamo wokukhiqiza we-bisphenol A, i-PC, ne-epoxy resin enamazinga okukhula unyaka nonyaka angama-76.6%, 13.07%, kanye no-16.56%, ngokulandelana, ayephansi kakhulu ochungechungeni lwezimboni. Ngenxa yokwanda okukhulu kanye nenzuzo ye-bisphenol A, inzuzo yomkhakha we-PC inyuke kakhulu ngo-2023, yafinyelela ezingeni layo elihle kakhulu eminyakeni yamuva.

Kusukela ezinguqukweni zenzuzo ze-PC kanye ne-bisphenol A eminyakeni emithathu edlule, inzuzo yochungechunge lwezimboni kusukela ngo-2021 kuya ku-2022 igxile kakhulu ekugcineni. Nakuba i-PC futhi inenzuzo ephawulekayo yezigaba, umkhawulo uphansi kakhulu kunalowo wezinto zokusetshenziswa; NgoZibandlela wezi-2022, isimo sahlehla ngokusemthethweni futhi i-PC yashintsha ngokusemthethweni ukulahlekelwa kwaba inzuzo, yedlula i-bisphenol A kakhulu ngokokuqala ngqa (1402 yuan kanye -125 yuan ngokulandelana). Ngo-2023, inzuzo yomkhakha we-PC yaqhubeka idlula leyo ye-bisphenol A. Kusukela ngoJanuwari kuya kuMeyi, isilinganiso samazinga enzuzo eyisamba salokhu okubili sasingu-1100 yuan/ton kanye -243 yuan/ton, ngokulandelana. Kodwa-ke, kulo nyaka, i-phenol ketone yezinto ezibonakalayo eziphezulu ekugcineni yayisesimweni sokulahlekelwa okukhulu, futhi i-PC yaphenduka ngokusemthethweni ukulahlekelwa.
Eminyakeni emihlanu ezayo, amandla okukhiqiza ama-phenolic ketones, i-bisphenol A, nama-epoxy resins azoqhubeka nokukhula kakhulu, futhi i-PC kulindeleke ukuthi iqhubeke nokwenza inzuzo njengomunye wemikhiqizo embalwa echungechungeni lwemboni.
3. Ivolumu yokungenisa kwehle kakhulu, kuyilapho ukuthunyelwa kwamanye amazwe kwenze impumelelo ethile.

Ngo-2023, ukungeniswa okuphelele kwe-PC yasekhaya kwehle kakhulu. Kusukela ngoJanuwari kuya ku-April, isamba sevolumu yokungenisa kwe-PC yasekhaya sasingamathani angu-358400, nevolumu yokuthekelisa ehlanganisiwe engamathani ayi-126600 kanye nenani eliphelele lokungenisa amathani angu-231800, ukwehla ngamathani angu-161200 noma ama-41% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Ngenxa yokuhoxiswa okusebenzayo/okungenzi lutho kwezimpahla ezingenisiwe kanye nokukhula kokuthunyelwa kwamanye amazwe, ukushintshwa kwezinto zasekhaya phakathi kwabasebenzisi abaphansi komfula kukhule kakhulu, okuphinde kwakhuthaza kakhulu ukukhula kokukhiqizwa kwe-PC yasekhaya kulo nyaka.
NgoJuni, ngenxa yokunakekelwa okuhleliwe kwamabhizinisi amabili axhaswe ngemali yangaphandle, kungenzeka ukuthi ukukhiqizwa kwe-PC yasekhaya kwehlile uma kuqhathaniswa noMeyi; Engxenyeni yesibili yonyaka, izinto zokusetshenziswa ezikhuphukayo zaqhubeka nokuthinteka ekukhulisweni kwamandla, okwenza kube nzima ukuthuthukisa inzuzo, kuyilapho i-PC ephansi iqhubeka nokwenza inzuzo. Ngokumelene nalokhu kwangemuva, inzuzo eqhubekayo yemboni ye-PC kulindeleke ukuthi iqhubeke. Ngaphandle kwamafekthri ama-PC amakhulu asesungule izinhlelo zokunakekela kusukela ngo-August kuya ku-September, okuzothinta ukukhiqizwa kwanyanga zonke, ukusetshenziswa kwamandla ekhaya kanye nokukhiqiza kuzohlala kusezingeni eliphezulu uma kuqhathaniswa nesikhathi esisele. Ngakho-ke, kulindeleke ukuthi ukukhiqizwa kwe-PC yasekhaya engxenyeni yesibili yonyaka kuzoqhubeka nokukhula uma kuqhathaniswa nengxenye yokuqala.