Ngo-2023, ukwanda okujulile kwemboni ye-PC yaseChina sekuphele, futhi imboni ingene emjikelezweni wokugaya amandla okukhiqiza akhona. Ngenxa yesikhathi sokunwebeka esiphakathi kwezinto ezisetshenziswayo ze-Upstream, inzuzo ye-PC ephansi ephansi iye yanda kakhulu, inzuzo yomkhakha we-PC ithuthukise kakhulu, futhi izinga lokusetshenziswa kanye nokukhishwa kwamandla okukhiqiza asekhaya kukhule kakhulu.

Ngo-2023, ukukhiqizwa kwe-PC ye-PC kwezangaphandle kukhombisa ukuthambekela kwanyanga zonke, okuphakeme kakhulu kuneleveli engokomlando yesikhathi esifanayo. Ngokusho kwezibalo, kusukela ngoJanuwari kuya ku-May 2023, ukukhiqizwa okuphelele kwe-PC eChina kwakungamathani ayizigidi eziyi-1,05, ukukhuphuka kwezinga elingu-50% uma kuqhathaniswa nezilinganiso zamandla aphakathi. Phakathi kwazo, ukukhiqizwa okujwayelekile kusuka ngoMashi kuya kudlule amathani angama-200000, okuphindwe kabili kwezinga le-2021.
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Kusukela ngo-2018, umthamo wokukhiqizwa kweChina wakhula ngokushesha. Ngokusekupheleni kuka-2022, inani eliphelele lokukhiqiza ama-PC lifinyelele kumathani / unyaka wezigidi ezingama-32, ukukhuphuka kwama-266% kuqhathaniswe nokuphela konyaka we-2017, ngesilinganiso sokukhula sonyaka esingu-30%. Ngo-2023, iChina izokhulisa kuphela amandla okukhiqiza ngamathani angama-160000 amakhemikhali eWanhua futhi aqale kabusha umthamo wokukhiqiza ngamathani angama-70000 ngonyaka eGessu, i-HUBEI. Kusuka ku-2024 kuya ku-2027, umthamo omusha wokukhiqiza ama-China kulindeleke ukuthi weqe amathani ayizigidi eziyi-1,3 kuphela, ngezinga eliphansi eliphansi kunangaphambili. Ngakho-ke, eminyakeni emihlanu ezayo, ukugaya umthamo wokukhiqiza okhona, ukuthuthukisa amandla umkhiqizo, ukukhiqizwa okuhlukile, ukufaka esikhundleni ukungeniswa kwezingeniso, kanye nokuthumela okuthekelisa kuzoba yithoni enkulu yemboni ye-PC yaseChina.
2. Izinto ezisetshenziswayo zingene esikhathini sokwanda okumaphakathi, okuholela ekwehleni okukhulu kwezindleko zezincwadi zezimboni kanye nokwehla kancane kancane inzuzo.

Ngokwezinguquko ezibonakalayo ezibonakalayo ezibonakalayo ze-Bisphenol A kanye namandla amabili akhudlwana aphansi aphansi eminyakeni emihlanu edlule, umehluko omkhulu wokukhiqiza kanye namathani aphansi ka-2022 afinyelele ezingeni eliphansi eminyakeni emihlanu, ngamathani ayizigidi eziyi-1,93 ngonyaka. Ngo-2022, umthamo wokukhiqiza we-Bisphenol A, PC, kanye ne-epoxy resin enezilinganiso zokukhula konyaka ngonyaka ka-76.6%, 13.56%, kanye ne-16.56%, ngokulandelana, kwakuphansi kakhulu ecaleni lezimboni. Ngenxa yokwanda okubalulekile kanye nokwenza inzuzo ye-Bisphenol A, inzuzo yomkhakha we-PC iye yanda kakhulu ngo-2023, ifinyelela ezingeni elingcono kakhulu eminyakeni yamuva.

Ukusuka ekushintsheni kwenzuzo ye-PC kanye ne-Bisphenol A eminyakeni emithathu edlule, inzuzo ye-Industry Chain kusuka ku-2021 kuya ku-2022 igxile kakhulu ekugcineni. Yize i-PC nayo inenzuzo ebalulekile yezigaba, i-margin iphansi kakhulu kunaleyo yokwenza izinto ezingavuthiwe; Ngo-December 2022, lesi simo sibuyiselwa ngokusemthethweni futhi i-PC yaphenduka ngokusemthethweni ngokusemthethweni ibe yinzuzo, idlula i-bisphenol ebaluleke kakhulu okokuqala (1402 yuan kanye -12 yuan ngokulandelana). Ngo-2023, inzuzo yomkhakha we-PC iyaqhubeka nokudlula lokho kweBisphenol A. Kusukela ngoJanuwari kuya kuMay, amazinga aphakathi wenzuzo walaba ababili ayengama-1100 yuan / ton kanye -243 yuan / ngokulandelana. Kodwa-ke, kulo nyaka, i-Upper Ex Empres ebonakalayo Phenol Ketone nayo isesimweni sokulahleka okukhulu, futhi i-PC yaphenduka ukulahleka ngokusemthethweni kwe-PC.
Eminyakeni emihlanu ezayo, umthamo wokukhiqiza wama-ketones we-phenolic a, iBisphenol a, futhi ama-epoxy resins azoqhubeka ukwandisa kakhulu, futhi i-PC kulindeleke ukuthi iqhubeke inenzuzo njengenye yemikhiqizo embalwa ecaleni lemboni.
3. Ivolumu yokungenisa iyehlise kakhulu, kanti ukuthunyelwa kwamanye amazwe kwenzile ezinye izindlela.

Ngo-2023, ukungenisa okusemthethweni kwe-PC yasekhaya kususwe kakhulu. Kusukela ngoJanuwari kuya ku-Ephreli, inani eliphelele lokungenisa le-PC lasekhaya lalingamathani angama-358400, linomthamo owethule kwamathani angama-126600 kanye namathani angama-161200 noma amathani angama-4100 aqhathaniswa nesikhathi esifanayo ngonyaka owedlule. Ngenxa yokuhoxiswa okusebenzayo / kokungenisa kwezinto ezingenisiwe kanye nokukhula kwezinto ezithengiswayo phesheya kwezilwandle phakathi kwabasebenzisi be-DownTream phakathi kwabasebenzisi abaphansi kukhule kakhulu, okubuye kukhuthaze kakhulu ukukhula kokukhiqizwa kwePC efuywayo kulo nyaka.
NgoJuni, ngenxa yokulondolozwa okuhleliwe kwamabhizinisi amabili axhaswe ngemali yakwamanye amazwe, ukukhiqizwa kwePC kwePC kungenzeka kwehle ngokuqhathaniswa noMeyi; Engxenyeni yesibili yonyaka, izinto ezikhuphukayo ze-Upstream ziyaqhubeka zithintwe ukunwetshwa kwamandla, okwenza kube nzima ukuthuthukisa inzuzo, ngenkathi i-PC eyakhiwe phansi iqhubeka nenzuzo. Ngokumelene nalesi sangemuva, inzuzo eqhubekayo yomkhakha we-PC kulindeleke ukuthi iqhubeke. Ngaphandle kwezimboni ezinkulu ze-PC ezisasungula amacebo wesondlo kusuka kwa-Agasti kuya ku-Agasti kuya kuSepthemba, okuzothinta ukukhiqizwa kwanyanga zonke, ukusetshenziswa kwamandla ezifuywayo nokukhiqizwa kuzohlala esilinganisweni esiphezulu sesikhathi esisele. Ngakho-ke, kulindeleke ukuthi ukukhiqizwa kwePC kwePC efulemeni engxenyeni yesibili yonyaka kuzoqhubeka nokukhula uma kuqhathaniswa nengxenye yokuqala.