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.

Ishadi Lezibalo Lokukhiqizwa Kwe-PC Yasekhaya kanye Nokusetshenziswa Kwekhono

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, ukukhiqiza okuhlukene, ukufaka esikhundleni sezinto ezithengwayo, kanye nokwanda kokuthunyelwa kwempahla 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.

Ishadi lezibalo lezinguquko kumthamo wokukhiqiza okhuphuka nomfula ophansi wochungechunge lwemboni ye-PC eminyakeni emihlanu edlule

Ngokwezinguquko ze-bisphenol A eluhlaza kanye namandla 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.
Ishadi lokuqhathanisa lenzuzo ye-Industrial Chain
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.

Ishadi Lokuqhathanisa Lokungeniswa Kwanyanga zonke kanye Nomthamo Wokuthekelisa We-PC Yasekhaya

Ngo-2023, ukungeniswa okuphelele kwe-PC yasekhaya kwehle kakhulu.Kusukela ngoJanuwari kuya ku-April, isamba sevolumu yokungenisa kwe-PC yasekhaya yayingamathani angu-358400, nevolumu yokuthekelisa ehlanganisiwe engamathani ayi-126600 kanye nenani lengqikithi yokungenisa engamathani 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.


Isikhathi sokuthumela: Jun-09-2023