Xyoo 2023, tus nqi ntawm kev lag luam epoxy resin hauv Suav teb qhia txog ntau yam kev hloov pauv, thiab kev ua lag luam feem ntau poob siab tom qab nce txij lub Ib Hlis mus txog rau lub Cuaj Hli. Qhov siab tshaj plaws ntawm cov kua epoxy resin hauv lub xyoo tau tshwm sim thaum ntxov Lub Ob Hlis, tus nqi ntawm kwv yees li 15,700 yuan / ton, thiab qhov siab tshaj plaws ntawm cov khoom epoxy resin tau tshwm sim thaum nruab nrab mus txog lig Cuaj Hli, tus nqi ntawm kwv yees li 15,100 yuan / ton. Qhov qis tshaj plaws yog nyob rau nruab nrab mus txog lig Lub Rau Hli, thiab tus nqi resin yog li 11900-12000 yuan / ton.

Txij li thaum lub Cuaj Hlis 21, cov nyiaj tau los ntawm cov kua epoxy resin hauv peb lub hlis twg yog -111 yuan / ton, thiab cov nyiaj tau los ntawm cov khoom epoxy resin yog -37 yuan / ton, uas txuas ntxiv poob qis piv rau thawj thiab thib ob lub hlis twg. Qhov sib txawv ntawm tus nqi lag luam epoxy resin thiab tus nqi tau maj mam nqaim, thiab tus nqi lag luam tau hloov pauv ib puag ncig tus nqi ntev, thiab txawm tias tsim kev sib tw nrog tus nqi, ua rau cov txiaj ntsig ntawm kev lag luam resin raug nias kom nruj, thiab qhov poob tau dhau los ua tus qauv.

Qhov thib ob, lub peev xwm kev lag luam txuas ntxiv nthuav dav, thiab tus nqi siv peev xwm qis

Xyoo 2023, txij li lub Cuaj Hli, lub peev xwm tsim cov tshuaj epoxy hauv tsev yog 255,000 tons (Zhejiang Haobang 80,000 tons / xyoo, Anhui stellar theem I 25,000 tons / xyoo, Dongying Hebang 80,000 tons / xyoo, Neiqiu Xixin 20,000 tons / xyoo, Tongling Hengtai theem I 50,000 tons / xyoo), tag nrho cov khoom tsim tawm hauv tsev epoxy resin tau txog 3,267,500 tons / xyoo. Thaum lub Cuaj Hli, kev tsim khoom hauv tsev ntawm epoxy resin yog 1.232 lab tons, nce 6.23%. Qhov nce maj mam hauv nws cov zis tsis yog vim kev txhim kho ntawm kev siv peev xwm ntawm kev lag luam, feem ntau yog vim kev nce ntawm cov neeg ua si tshiab hauv daim teb, thiab kev ruaj khov maj mam ntawm cov khoom siv tshiab.

Qhov thib peb, kev siv khoom kawg ntawm kev lag luam nyuaj rau kev cia siab

Hauv kev lag luam vaj tse, nyob rau lub sijhawm nruab nrab thiab ntev, kev loj hlob ntawm cov pej xeem tau poob qis, kev loj hlob hauv nroog tau qeeb qeeb, cov yam ntxwv ntawm kev nqis peev hauv vaj tse tau qaug zog, vaj tse tau maj mam rov qab mus rau cov yam ntxwv ntawm kev nyob, thiab kev xav tau vaj tse tau txo qis. Cov nqi vaj tse tseem tsis tau ruaj khov, thiab cov neeg yuav khoom tau tos thiab saib ntau dua raws li lub tswv yim ntawm "yuav nce thiab tsis yuav nqis." Raws li kev tshuaj xyuas cov ntaub ntawv cuam tshuam, txij lub Ib Hlis mus txog lub Yim Hli, kev nqis peev hauv kev tsim kho vaj tse hauv tebchaws tau poob qis txuas ntxiv mus, thaum lub Yim Hli, qhov ntsuas kev loj hlob ntawm vaj tse tau poob qis rau plaub lub hlis sib law liag, txij lub Ib Hlis mus txog lub Yim Hli, kev nqis peev hauv kev tsim kho vaj tse hauv tebchaws tau 7.69 billion yuan, poob qis 8.8%; Txij lub Ib Hlis mus txog lub Yim Hli, thaj chaw muag khoom ntawm cov tsev lag luam yog 739.49 lab square meters, poob qis 7.1% xyoo-rau-xyoo, uas thaj chaw muag khoom ntawm cov tsev nyob tau poob qis 5.5%. Cov ntim muag khoom ntawm cov tsev lag luam yog 7,815.8 billion yuan, poob qis 3.2%, uas cov ntim muag khoom ntawm cov tsev nyob tau poob qis 1.5%.

Hauv kev lag luam fais fab cua, raws li kev saib xyuas cov ntaub ntawv ntawm Longzhong Information, lub peev xwm tshiab ntawm lub zog cua hauv tsev txij lub Ib Hlis mus txog Lub Xya Hli 2023 yog 26.31GW, + 73.22% xyoo-rau-xyoo; Txij lub Ib Hlis mus txog Lub Xya Hli, lub peev xwm tag nrho ntawm lub zog cua yog 392.91GW, + 14.32% xyoo-rau-xyoo. Txij lub Ib Hlis mus txog Lub Xya Hli, kev siv epoxy resin yog 11,800 tons, + 76.06% xyoo-rau-xyoo. Hauv lub quarter thib plaub, nws xav tias kev lag luam fais fab cua nyuaj rau muaj qhov zoo tseem ceeb, thiab nws xav tias lub peev xwm tshiab ntawm lub zog cua hauv tsev yuav yog li 45-50GW hauv xyoo 2023, thiab kev siv epoxy resin yuav yog li 200,000 tons.

Qhov kev xav ntawm hluav taws xob thiab hluav taws xob, lub teb chaws grid, cov phiaj xwm tsim kho vaj tse hauv kev txhawb nqa txoj cai hauv teb chaws yog nyob rau hauv lub xeev kev loj hlob, tab sis kev lag luam tooj liab clad phaj tsis booming, Sheng txiaj ntsig thiab lwm lub tuam txhab ua lag luam hauv lub Cuaj Hli pib txog 8-90%, kev lag luam poob qis ntawm 10-20% dua li xyoo tas los, qhov thib ob thiab thib peb kab me me pib 5-60%, kev lag luam poob qis ntawm 30% -40% dua li xyoo tas los, tom qab lub sijhawm sib kis, kev rov zoo ntawm kev lag luam tsawg dua li qhov xav tau.

Nyob rau hauv lub quarter thib plaub, sab nqi, Muaj ntau lub chaw tshiab ntawm bisphenol A npaj yuav muab tso rau hauv kev tsim khoom, Gulf chemical, Hengli Petrochemical, Longjiang Chemical thiab lwm yam 900,000 tons / txhua xyoo muaj peev xwm tsim khoom yuav nkag mus, qhov kev thov downstream terminal nyuaj rau txhim kho kev cia siab, kev thov txuas ntxiv txwv kev lag luam. Txawm li cas los xij, nyob rau hauv lub quarter thib peb, roj av thoob ntiaj teb nce mus rau A siab, qhov chaw siab dua ntawm lub ntiajteb txawj nqus nce, lub quarter thib plaub lossis theem muaj kev txhawb nqa los ntawm sab nqi, tab sis nyob rau hauv cov ntsiab lus ntawm kev thov thiab kev muab khoom, kev lag luam ceev faj, nws xav tias lub quarter thib plaub bisphenol A yuav muaj kev poob qis, tab sis nyob rau hauv kev txhawb nqa ntawm sab qis ntawm sab nqi, tus nqi poob qis lossis txwv; Epichlorohydrin yuav txuas ntxiv mus rau hauv qhov qis, kev muab khoom lag luam yuav nce, lub cuab yeej ua ntej nres tsheb yuav rov qab mus rau qhov qub, thiab cov khoom siv tshiab xws li Jinbang hauv Hebei thiab Sanyue hauv Shandong kuj tseem yuav muab tso rau hauv kev tsim khoom ib qho tom qab ib qho, thiab kev sib tw ua lag luam yuav tsis raug txo qis. Sab kev muab khoom, txij lub Kaum Hli mus txog rau lub Kaum Ib Hlis, thaj tsam Anhui tseem muaj ob pawg khoom siv epoxy resin tshiab uas tau muab tso rau hauv kev ua haujlwm, thaum kawg ntawm xyoo 2023, lub peev xwm tsim khoom epoxy resin hauv tsev tau nce mus txog 3.482,500 tons / xyoo, kev muab khoom muaj ntau dua. Ntawm sab kev thov, feem ntau ntawm cov txheej txheem downstream, lub zog cua, hluav taws xob thiab kev lag luam hluav taws xob tsuas yog teeb tsa los ua kom tiav cov haujlwm, thiab qhov kev thov tag nrho nyuaj rau hloov pauv ntau. Hauv kev xaus, qhov kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov ntawm cov tshuaj epoxy hauv tsev tseem muaj, tus nqi lag luam hauv lub quarter thib plaub lossis nyob ib puag ncig kab nqi hloov pauv, tus nqi ntau yam nyob ib puag ncig 13500-15500 yuan / ton, nws raug pom zoo tias kev lag luam yuav tsum ceev faj.