Ib.kev txhawj xeeb

1. Cov nqi roj thoob ntiaj teb tau nce ntxiv raws li kev ntshai ntawm US kev lag luam poob qis. WTI kaw ntawm $73.16 / BBL, nce 2.55%; Brent kaw 2.35% siab dua ntawm $ 77.01 ib chim

2. Lub load ntawm upstream bisphenol A ntaus ntawv yog hais txog 72%, thiab kev ua haujlwm ntawm epichlorohydrin yog li 55%

3. Tam sim no, lub peev xwm siv tus nqi ntawm tag nrho cov khoom siv epoxy resin hauv Suav teb yog li 52%

4. Cov khoom siv raw BPA thiab ECH poob siab phaj tsis muaj zog, cov nqi them nyiaj ntawm qhov chaw txhawb nqa tsis txaus, kev lag luam ceev faj tos thiab pom kev xav tau muaj zog, tsawg tus nqi qis qis tsuas yog yuav tsum tau ua raws li, kev lag luam ntim khoom yog txwv.

Core logic: Lub hauv paus ntawm lub ntiajteb txawj nqus ntawm raw cov ntaub ntawv bisphenol A thiab epichlorohydrin tsis muaj zog, kev them nyiaj yug tus nqi ntawm epoxy resin tsis muaj zog, downstream xav tau tseem tsis hloov, kev lag luam xov xwm tsis zoo, kev lag luam yog nyob rau hauv ib tug tos-thiab-saib mus ob peb vas

ﺌ.Market outlook

Raw cov ntaub ntawv bisphenol A thiab epichlorohydrin poob siab tsis muaj zog disc, resin nqi dav hlau txhawb ntxiv tsis muaj zog, lub downstream davhlau ya nyob twg huab cua tseem muaj kev nyuaj siab, tshiab txiav txim nyob rau hauv lub lag luam yog tsis txaus, tsuas yog ib tug me me ntawm nruj soj ntsuam, resin manufacturers shipping siab maj mam pom, ceev faj bearish sentiment nce. Tam sim no, tsis muaj kev taw qhia zoo ntawm kev lag luam xov xwm ntog, thiab lub sij hawm luv luv epoxy resin yuav tsum khiav hauv qhov nqaim thiab tsis muaj zog. Nws tseem yog ib qho tsim nyog yuav tsum tau them sai sai rau qhov sib txawv ntawm cov khoom siv raw khoom thiab cov kev xav tau qis.