Xyoo 2023, tus nqi ntawm Tuam Tshoj epoxy resin kev ua lag luam qhia tau hais tias muaj ntau yam kev hloov pauv, thiab kev ua lag luam feem ntau poob siab tom qab nce txij lub Ib Hlis mus txog Lub Cuaj Hli. Qhov siab tshaj plaws ntawm cov kua epoxy resin nyob rau hauv lub xyoo tshwm sim nyob rau hauv thaum ntxov Lub ob hlis ntuj, tus nqi ntawm txog 15,700 yuan / ton, thiab lub siab tshaj plaws point ntawm cov khoom epoxy resin tshwm sim nyob rau hauv nruab nrab-rau-lub Cuaj Hli Ntuj, tus nqi ntawm txog 15,100 yuan / tuj. Qhov qis tshaj plaws yog nyob rau nruab nrab mus txog rau lub Rau Hli, thiab tus nqi resin yog li ntawm 11900-12000 yuan / ton.

Raws li lub Cuaj Hlis 21, cov nyiaj tau los tag nrho ntawm cov kua epoxy resin hauv peb lub hlis twg yog -111 yuan / ton, thiab cov nyiaj tau los tag nrho ntawm cov khoom epoxy resin yog -37 yuan / ton, uas txuas ntxiv txo qis piv nrog rau thawj lub quarters thiab thib ob. Tus nqi sib txawv ntawm epoxy resin ua lag luam tus nqi thiab tus nqi tau maj mam nqaim, thiab tus nqi lag luam tau hloov pauv nyob ib puag ncig tus nqi kab rau lub sijhawm ntev, thiab txawm tsim ib qho upside down nrog tus nqi, uas ua rau cov khoom lag luam cov txiaj ntsig tau raug nyem sharply. , thiab qhov poob tau dhau los ua tus qauv.

Thib ob, kev lag luam muaj peev xwm txuas ntxiv nthuav dav, thiab kev siv peev txheej tsawg

Nyob rau hauv 2023, raws li lub Cuaj Hli Ntuj, lub domestic epoxy resin tsim muaj peev xwm ntawm 255,000 tons (Zhejiang Haobang 80,000 tons / xyoo, Anhui stellar theem I 25,000 tons / xyoo, Dongying Hebang 80,000 tons / xyoo, Neiqiu Xixing 20 / 0,000 tons / xyoo T. Kuv 50,000 tons / xyoo), tag nrho cov domestic epoxy resin ntau lawm puag mus txog 3,267,500 tons / xyoo. Thaum lub Cuaj Hlis, kev tsim khoom hauv tsev ntawm epoxy resin yog 1.232 lab tons, nce ntawm 6.23%. Kev nce zuj zus ntawm nws cov zis tsis yog vim kev txhim kho ntawm kev siv peev txheej ntawm kev lag luam, feem ntau yog vim qhov nce ntawm cov neeg ua si tshiab hauv thaj teb, thiab maj mam ruaj khov ntawm cov khoom siv tshiab.

Thib peb, qhov kawg kev lag luam noj yog qhov nyuaj rau kev cia siab

Hauv kev lag luam vaj tsev, nyob rau nruab nrab thiab ntev, cov pej xeem kev loj hlob tau poob qis, kev loj hlob hauv nroog tau qeeb zuj zus, kev nqis peev hauv vaj tsev tsis muaj zog, vaj tsev tau maj mam rov qab los rau cov vaj tse nyob, thiab kev thov vaj tse tau txo qis. Cov nqi tsev tseem tsis tau ruaj khov, thiab cov neeg yuav khoom tau tos-thiab-saib raws li lub tswv yim ntawm "yuav nce thiab tsis yuav." Raws li cov ntaub ntawv txheeb xyuas, txij lub Ib Hlis mus txog Lub Yim Hli, lub teb chaws kev tsim vaj tsev tsim kev lag luam poob qis zuj zus ntxiv, nyob rau lub Yim Hli, kev txhim kho vaj tsev boom Performance index poob rau plaub lub hlis sib law liag, txij Lub Ib Hlis mus txog Lub Yim Hli, lub teb chaws kev tsim vaj tsev peev ntawm 7.69. billion yuan, nqis 8.8%; Txij thaum Lub Ib Hlis Ntuj mus txog Lub Yim Hli, thaj chaw muag khoom ntawm cov vaj tsev lag luam yog 739.49 lab square metres, nqis 7.1% xyoo-rau-xyoo, ntawm qhov chaw muag khoom ntawm cov vaj tsev nyob tau nqis 5.5%. Kev muag khoom ntawm cov vaj tsev lag luam yog 7,815.8 billion yuan, nqis 3.2%, ntawm qhov muag ntim ntawm cov vaj tsev nyob tau nqis 1.5%.

Hauv kev lag luam cua fais fab, raws li cov ntaub ntawv soj ntsuam ntawm Longzhong Cov Ntaub Ntawv, lub peev xwm tshiab ntawm lub zog cua hauv tsev los ntawm Lub Ib Hlis Ntuj txog Lub Xya Hli 2023 yog 26.31GW, +73.22% xyoo-rau-xyoo; Los ntawm Lub Ib Hlis Ntuj mus rau Lub Xya Hli, qhov tsim muaj peev xwm ntawm cua tshuab yog 392.91GW, + 14.32% xyoo-rau-xyoo. Txij thaum Lub Ib Hlis Ntuj mus txog Lub Xya Hli, kev siv epoxy resin yog 11,800 tons, + 76.06% xyoo-rau-xyoo. Nyob rau hauv lub quarter thib plaub, nws xav tias kev lag luam cua fais fab yog qhov nyuaj kom muaj qhov zoo, thiab xav tias lub peev xwm tshiab ntawm lub zog cua hauv tsev yuav yog li 45-50GW hauv xyoo 2023, thiab kev noj epoxy resin yuav. yuav txog 200,000 tons.

Hluav taws xob thiab hluav taws xob taw tes ntawm view, lub teb chaws daim phiaj, infrastructure tej yaam num nyob rau hauv lub teb chaws txoj cai kev txhawb nqa nyob rau hauv ib tug loj hlob lub xeev, tab sis cov tooj liab clad phaj kev lag luam tsis booming, Sheng pab thiab lwm yam lag luam nyob rau hauv lub Cuaj Hli Ntuj pib txog 8-90%, a Kev lag luam poob qis ntawm 10-20% tshaj li xyoo tas los, thib ob thiab thib peb-kab cov chaw tsim khoom me me pib 5-60%, kev lag luam poob qis ntawm 30% -40% xyoo tas los, tom qab lub sijhawm muaj kev sib kis, kev lag luam rov qab los tsawg dua li qhov xav tau.

Nyob rau hauv lub quarter thib plaub, tus nqi sab, Ib tug xov tooj ntawm tshiab units ntawm bisphenol A txoj kev npaj yuav muab tso rau hauv ntau lawm, Gulf tshuaj, Hengli Petrochemical, Longjiang Chemical thiab lwm yam 900,000 tons / ib xyoos twg muaj peev xwm yuav tau nkag mus, downstream davhlau ya nyob twg xav tau nyuaj rau. txhim kho kev cia siab, kev thov txuas ntxiv txwv kev lag luam kev lag luam. Txawm li cas los xij, nyob rau lub quarter thib peb, cov roj av thoob ntiaj teb tau nce mus rau A siab, qhov nruab nrab ntawm lub ntiajteb txawj nqus tau nce siab, lub quarter thib plaub lossis theem muaj kev txhawb nqa los ntawm tus nqi sab, tab sis nyob rau hauv cov ntsiab lus ntawm kev thov thiab cov khoom siv, kev lag luam yog ceev faj, nws yog. cia siab tias lub quarter thib plaub bisphenol A yuav muaj kev poob qis, tab sis nyob rau hauv kev txhawb nqa hauv qab ntawm tus nqi sab, tus nqi poob qis lossis txwv; Epichlorohydrin yuav txuas ntxiv mus rau qhov qis qis, cov khoom lag luam yuav nce ntxiv, cov khoom siv ua ntej yuav rov qab mus rau qhov qub, thiab cov khoom siv tshiab xws li Jinbang hauv Hebei thiab Sanyue hauv Shandong tseem yuav muab tso rau hauv ntau lawm, thiab kev lag luam kev sib tw siab yuav tsis raug txo. Kev muab khoom, txij lub Kaum Hli mus txog rau lub Kaum Ib Hlis, thaj av Anhui tseem muaj ob txheej tshiab epoxy resin cov cuab yeej muab tso rau hauv kev ua haujlwm, thaum kawg ntawm 2023, lub peev xwm ntawm epoxy resin hauv tsev tau nce mus rau 3.482,500 tons / xyoo, muaj peev xwm muab tau ntau dua. Ntawm qhov kev xav tau, feem ntau ntawm cov txheej txheem qis qis, cua tshuab hluav taws xob, hluav taws xob thiab hluav taws xob kev lag luam tau ua tiav los ua haujlwm, thiab qhov kev thov tag nrho yog qhov nyuaj rau kev hloov pauv ntau. Hauv cov ntsiab lus, qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau ntawm cov khoom siv hauv tsev epoxy tseem muaj, cov nqi lag luam hauv lub quarter thib plaub lossis ib puag ncig tus nqi kab hloov pauv, tus nqi ntau hovers nyob ib ncig ntawm 13500-15500 yuan / ton, nws raug nquahu kom kev lag luam ceev faj. .