Nyob rau hauv thawj ib nrab ntawm lub xyoo, epoxy resin kev ua lag luam tau pom ib tug tsis muaj zog downward trend, nrog tsis muaj zog cov nqi them nyiaj yug thiab tsis muaj zog mov thiab xav tau kev pab cuam sib koom ua lag luam siab. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, nyob rau hauv lub expectation ntawm ib txwm noj lub caij nyoog ntawm "cua kub thiab kaum nyiaj", qhov kev thov sab yuav muaj kev loj hlob theem. Txawm li cas los xij, txiav txim siab tias cov khoom lag luam ntawm epoxy resin tuaj yeem loj hlob ntxiv nyob rau hauv ib nrab ntawm lub xyoo, thiab qhov kev xav tau ntawm kev loj hlob yog txwv, nws xav tias qhov tsawg ntawm epoxy resin kev ua lag luam nyob rau hauv ib nrab ntawm lub xyoo yuav hloov pauv. los yog nce qib, tab sis qhov chaw rau tus nqi nce yog txwv.
Vim tias qhov rov qab qeeb ntawm kev lag luam hauv tsev tseem ceeb hauv thawj ib nrab ntawm lub xyoo, qhov kev xav tau ntawm cov epoxy resin tau qis dua qhov xav tau. Vim qhov kev tso tawm ntawm cov khoom siv hauv tsev tshiab muaj peev xwm tsim tau thiab tsis muaj zog txhawb rau cov nqi ntawm cov khoom siv raw, epoxy resin cov nqi nkag mus rau qhov kev poob qis hauv Lub Ob Hlis, tshaj qhov kev cia siab rau qhov poob. Txij Lub Ib Hlis Ntuj txog Lub Rau Hli 2023, tus nqi nruab nrab ntawm East China epoxy resin E-51 (tus nqi txais, tus nqi xa khoom, suav nrog se, ntim ntim, tsheb thauj mus los, tib yam hauv qab no) yog 14840.24 yuan / ton, txo qis ntawm 43.99% piv rau tib lub sijhawm xyoo tas los (saib daim duab 1). Thaum Lub Rau Hli 30th, cov khoom siv hluav taws xob hauv tsev E-51 tau kaw ntawm 13250 yuan / ton, qhov txo qis ntawm 13.5% piv rau thaum pib ntawm lub xyoo (saib daim duab 2).

Kev them nyiaj yug tsis txaus rau epoxy resin dual raw khoom

Hauv thawj ib nrab ntawm lub xyoo, kev tsom mus rau kev sib tham hauv tsev ntawm bisphenol A hloov pauv thiab txo qis. Piv nrog rau tib lub sijhawm xyoo tas los, tus nqi lag luam nruab nrab ntawm bisphenol A nyob rau sab hnub tuaj Suav teb yog 9633.33 yuan / ton, nqis 7085.11 yuan / ton, nqis 42.38%. Lub sijhawm no, qhov kev sib tham siab tshaj plaws yog 10300 yuan / tuj thaum kawg ntawm Lub Ib Hlis, thiab qhov kev sib tham qis tshaj plaws yog 8700 yuan / ton nyob rau nruab nrab Lub Rau Hli, nrog tus nqi ntau ntawm 18.39%. Kev poob qis ntawm tus nqi ntawm bisphenol A hauv thawj ib nrab ntawm lub xyoo feem ntau yog los ntawm cov khoom siv thiab kev xav tau thiab cov nqi, nrog rau kev hloov pauv ntawm cov khoom siv thiab cov qauv xav tau muaj feem cuam tshuam rau tus nqi. Hauv thawj ib nrab ntawm 2023, lub peev xwm tsim khoom hauv tsev ntawm bisphenol A tau nce los ntawm 440000 tons, thiab kev tsim khoom hauv tsev tau nce ntau xyoo-rau-xyoo. Txawm hais tias kev noj bisphenol A tau nce xyoo-rau-xyoo, txoj kev loj hlob ntawm kev lag luam davhlau ya nyob twg qhia tau hais tias muaj kev cia siab ntawm qhov tsis muaj zog, tab sis qhov kev loj hlob tsis tau sai npaum li cov khoom siv, thiab cov khoom lag luam thiab kev thov siab tau nce ntxiv. Nyob rau tib lub sijhawm, cov khoom siv raw phenol acetone kuj tau txo qis synchronously, ua ke nrog nce kev pheej hmoo ntawm kev lag luam kev lag luam, kev lag luam kev ntseeg siab feem ntau tsis muaj zog, thiab ntau yam muaj kev cuam tshuam tsis zoo rau tus nqi ntawm bisphenol A. Hauv thawj ib nrab ntawm lub xyoo, lub bisphenol ib lub lag luam kuj tau ntsib ib tug staged rebound. Qhov laj thawj tseem ceeb yog qhov txo qis hauv cov txiaj ntsig ntawm cov khoom lag luam thiab qhov poob tseem ceeb hauv cov khoom siv tag nrho cov nyiaj tau los. Ib feem ntawm cov khoom siv bisphenol A tau raug txo qis hauv kev ua haujlwm, thiab cov chaw tsim khoom hauv qab tau tsom mus rau kev rov tsim khoom los txhawb tus nqi nce.
Kev lag luam hauv tsev Epichlorohydrin tsis muaj zog thiab tsis muaj zog nyob rau hauv thawj ib nrab ntawm lub xyoo, thiab nkag mus rau hauv cov channel downward thaum lub Plaub Hlis. Tus nqi ntawm Epichlorohydrin hloov pauv txij thaum pib ntawm lub xyoo mus rau thawj kaum hnub ntawm lub Plaub Hlis. Tus nqi nce nyob rau lub Ib Hlis feem ntau yog vim kev txhim kho ntawm kev txiav txim rau downstream epoxy resin ua ntej lub koob tsheej, uas ua rau kom muaj kev txaus siab ntawm cov khoom siv raw Epichlorohydrin. Lub Hoobkas tau xa ntau daim ntawv cog lus thiab kev txiav txim ntxov, ua rau muaj qhov tsis txaus ntawm cov khoom lag luam hauv kev ua lag luam, ua rau tus nqi nce. Kev poob qis hauv Lub Ob Hlis feem ntau yog vim qhov chaw nres nkoj qeeb thiab qhov kev xav tau qis qis, cuam tshuam lub Hoobkas xa khoom, cov khoom lag luam siab, thiab nqaim poob ntawm cov nqi. Nyob rau lub Peb Hlis, nqes dej epoxy resin txiav txim tau qeeb, resin txoj haujlwm tau siab, thiab kev thov tau nyuaj los txhim kho. Cov nqi lag luam tau hloov pauv qis, thiab qee cov nroj tsuag tshuaj chlorine tau txo qis hauv cov nqi thiab cov khoom muag kom nres. Nyob rau hauv nruab nrab lub Plaub Hlis, vim yog qhov chaw nres tsheb ntawm qee lub chaw tsim khoom ntawm qhov chaw, cov khoom siv hauv qee thaj chaw tau nruj, ua rau muaj kev nce ntxiv hauv kev txiav txim rau kev ua lag luam tshiab thiab kev sib tham txog kev txiav txim tiag tiag. Txij thaum kawg ntawm lub Plaub Hlis mus txog rau nruab nrab Lub Rau Hli, qhov sib txawv ntawm ntau cov txheej txheem tag nrho cov nyiaj tau los maj mam tshwm sim, ua ke nrog cov kev xav tsis muaj zog los ntawm cov dej ntws thiab cov dej ntws, uas ua rau muaj kev poob qis hauv kev ua lag luam tom qab kev sib tham txog kev txiav txim. Raws li qhov kawg ntawm Lub Rau Hli mus txog, tus nqi siab ntawm propylene txoj kev yog qhov siab, thiab kev xav ntawm cov neeg tuav hauv kev ua lag luam tau maj mam nce. Qee lub tuam txhab downstream tsuas yog yuav tsum tau ua raws li, thiab kev lag luam kev lag luam huab cua tau luv luv kom sov, ua rau nqaim nce ntawm cov nqi txiav txim tiag tiag. Hauv thawj ib nrab ntawm 2023, tus nqi nruab nrab ntawm Epichlorohydrin hauv East Tuam Tshoj kev lag luam yuav yog 8485.77 yuan / ton, nqis 9881.03 yuan / ton lossis 53.80% piv nrog tib lub sijhawm xyoo tas los.
Qhov tsis sib haum xeeb ntawm kev muab khoom thiab kev xav tau hauv kev ua lag luam hauv tsev epoxy resin yog intensifying

Kev Pabcuam: Hauv thawj ib nrab ntawm lub xyoo, lub peev xwm tsim tawm tshiab ntawm ib ncig ntawm 210000 tons, suav nrog Dongfang Feiyuan thiab Dongying Hebang, raug tso tawm, thaum tus nqi qis qis qis qis dua cov khoom siv, ua rau muaj kev tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau. hauv khw. Qhov nruab nrab kev khiav hauj lwm load ntawm epoxy resin E-51 kev lag luam nyob rau hauv thawj ib nrab ntawm lub xyoo yog nyob ib ncig ntawm 56%, ib tug txo ntawm 3 feem pua ​​cov ntsiab lus piv rau tib lub sij hawm xyoo tas los. Thaum kawg ntawm Lub Rau Hli, kev ua lag luam tag nrho poob mus rau ib ncig ntawm 47%; Txij Lub Ib Hlis Ntuj txog Lub Rau Hli, kev tsim cov epoxy resin yog kwv yees li 727100 tons, ib xyoos ib zaug nce ntawm 7.43%. Tsis tas li ntawd, kev ntshuam ntawm epoxy resin txij lub Ib Hlis mus txog rau Lub Rau Hli yog kwv yees li 78600 tons, txo qis ntawm 40.14% piv rau tib lub sijhawm xyoo tas los. Qhov laj thawj tseem ceeb yog vim li cas cov khoom siv hauv tsev ntawm epoxy resin txaus thiab cov ntim ntim kuj me me. Tag nrho cov khoom tau nce mus txog 25.2 lab tons, nce 7.7% piv rau tib lub sijhawm xyoo tas los.; Qhov kev cia siab tshiab tsim muaj peev xwm nyob rau hauv ib nrab ntawm lub xyoo yog 335000 tons. Txawm hais tias qee cov khoom siv tuaj yeem ncua sijhawm ntau lawm vim cov nyiaj tau los, cov khoom siv thiab kev xav tau, thiab cov nqi poob qis, nws yog qhov tsis txaus ntseeg tias epoxy resin muaj peev xwm yuav ua kom nrawm nrawm ntawm lub zog nthuav dav piv rau thawj ib nrab ntawm lub xyoo, thiab cov khoom lag luam. peev xwm yuav nce ntxiv. Los ntawm kev xav ntawm kev xav tau, kev rov qab los ntawm cov khoom siv davhlau ya nyob twg yog qeeb. Nws cia siab tias cov kev cai tshiab txhawb kev noj qab haus huv yuav raug nthuav tawm hauv ib nrab xyoo thib ob. Nrog rau kev qhia txog cov kev cai tswjfwm los txhawb kev txhim kho kev lag luam mus tas li, kev kho tus kheej ntawm lub zog tiag tiag hauv kev lag luam yuav raug saib xyuas, thiab Tuam Tshoj txoj kev lag luam yuav tsum txuas ntxiv txhim kho marginally, uas yuav tsum tau tsav qhov kev thov rau cov khoom epoxy.

Kev thov sab: Tom qab kev ua kom zoo ntawm cov cai tiv thaiv kab mob sib kis, kev lag luam hauv tsev tau nkag mus rau txoj kev kho thaum lub Kaum Ib Hlis 2022. Txawm li cas los xij, tom qab muaj kev sib kis, kev lag luam rov qab los tseem yog tus thawj coj los ntawm "scenario raws" rov qab, nrog kev ncig xyuas, kev noj mov thiab lwm yam lag luam. coj tus thawj coj hauv kev rov qab los thiab qhia lub zog muaj zog. Qhov kev thov tau tsav los ntawm cov khoom lag luam muaj qis dua li qhov xav tau. Tib yam siv rau epoxy resin, nrog qis kawg thov tshaj li qhov xav tau. Cov txheej txheem qis qis, hluav taws xob, thiab cua fais fab kev lag luam tau rov qab maj mam, nrog rau tag nrho cov kev xav tau tsis muaj zog. Qhov pom tseeb ntawm kev siv epoxy resin nyob rau hauv thawj ib nrab ntawm lub xyoo yog kwv yees li 726200 tons, ib tug txo ntawm 2.77% piv rau tib lub sij hawm xyoo tas los. Raws li kev xa khoom thiab kev thov nce thiab txo qis, qhov tsis sib xws ntawm cov khoom siv thiab kev thov ntawm epoxy resin ntxiv zuj zus, ua rau txo qis hauv epoxy resin.
Epoxy resin muaj cov yam ntxwv ntawm lub caij nyoog, nrog qhov muaj peev xwm nce siab txij lub Cuaj Hli mus txog Lub Kaum Hli

Kev hloov pauv ntawm cov nqi epoxy resin muaj qee cov yam ntxwv raws caij nyoog, tshwj xeeb tshaj yog tshwm sim raws li qhov nqaim nce hauv kev ua lag luam tom qab thawj cuaj lub hlis ntawm kev hloov pauv, nrog rau cov khoom lag luam hauv qab xav tau concentrated nyob rau lub Ib Hlis thiab Lub Ob Hlis ua ntej lub caij nplooj ntoos hlav Festival los txhawb cov nqi resin; Lub Cuaj Hli Lub Kaum Hli tau nkag mus rau lub caij nyoog noj zaub mov ntawm "Golden Nine Silver Ten", nrog rau qhov ua tau zoo ntawm tus nqi nce; Lub Peb Hlis Ntuj Tsib thiab Kaum Ib Hlis Lub Kaum Ob Hlis maj mam nkag mus rau lub caij noj mov, nrog rau cov khoom lag luam loj ntawm cov khoom siv rau kev zom cov dej hauv qab ntawm epoxy resin, thiab qhov tshwm sim ntau ntawm cov nqi lag luam poob. Nws cia siab tias kev ua lag luam epoxy resin yuav txuas ntxiv cov qauv hloov pauv raws caij nyoog nyob rau hauv ib nrab ntawm lub xyoo no, suav nrog kev hloov pauv ntawm cov nqi lag luam hluav taws xob thiab cov txheej txheem kev lag luam hauv tsev.
Nws cia siab tias qhov taw tes siab nyob rau hauv ib nrab ntawm lub xyoo yuav tshwm sim nyob rau lub Cuaj Hli thiab Lub Kaum Hli, thaum lub ntsiab lus qis yuav tshwm sim rau lub Kaum Ob Hlis. Kev ua lag luam epoxy resin fluctuates nyob rau hauv qis qis rau ib nrab xyoo, thiab cov nqi tseem ceeb yuav nyob nruab nrab ntawm 13500-14500 yuan / tuj.