1.1 Thawj zaug peb lub hlis twg BPA kev txheeb xyuas kev lag luam

Hauv thawj lub quarter ntawm 2023, tus nqi nruab nrab ntawm Bisphenol nyob rau sab hnub tuaj Suav lag luam yog 9,78% Yoy, -44.72% yoy. 2023 Lub Ib Hlis-Lub Ob Hlis Bisphenol Qhov hloov ib puag ncig tus nqi tus nqi ntawm 9,600-10,300 yuan / tuj. Nyob rau hauv thaum lub Ib Hlis thaum ntxov, nrog rau cov chaw tsim khoom Suav Xyoo Tshiab, thiab qee cov tuam ntxhab ua ntej cov koob tsheej ua ntej cov kev ua lag luam tau poob rau 9,650 yuan / tuj. Ob lub lis piam ua ntej thiab tom qab lub caij nplooj ntoo hlav, cov dej ntws mus rau cov chaw lag luam txuas ntxiv, thiab tom qab lub khw muag khoom siv 10300 yuan / tuj, Lub Ob Hlis Ntuj Cov Khoom Siv Zov Kev Haus Luam Ntawv thiab cov khoom muag ncig ntawm 10,000 Yuan nqaim kev hloov pauv. Nkag mus rau Lub Peb Hlis, Lub davhlau ya nyob twg tau rov qab, thiab kev tsis sib haum xeeb ntawm cov txhab nyiaj hauv Tebchaws Europe, uas coj mus rau qhov qis ntawm cov roj nqi los txhawm rau txhawm rau txhawm rau ua lag luam , kev ua lag luam luv luv yog pom tseeb. Kev sib cav sib ceg qis dua yog qhov yuav tsawg dua, cov khoom lag luam epoxy ua ntej, kev ua lag luam nrog cov khoom siv nyiaj tsis txaus ntseeg, cov khoom lag luam hauv PC tau ua rau cov roj nqi thiab cov tshuaj yooj yim rau kev txwv Kev xav ua lag luam, Bisphenol Ib thiab Downstream lag luam synchronization hauv khw, thaum Lub Peb Hlis 31, Bisphenol Tus nqi lag luam txhua txoj kev hauv kev lag luam

1.2 bisphenol ib qho khoom siv thiab kev thov nyiaj hauv thawj lub quarter

Hauv thawj peb lub hlis ntawm 2023, Tuam Tshoj tus kab ke Bisphenol oversupply qhov teeb meem yog pom tseeb. Thaum lub sijhawm, WANHUA tshuaj lom theem II thiab Guangxi Huayi BPA sib xyaw ua haujlwm tau muab tso rau hauv kev ua haujlwm, thiab kev ua haujlwm txhua yam tau ruaj khov, uas nce cov khoom lag luam. Downstrep Epoxy Resin yog tib yam li tib lub sijhawm xyoo tas los, kev siv nyiaj tag nrho yog siab dua li kev thov kev loj hlob tus nqi, bisphenol Ib qho khoom siv thiab xav tau Gap widened rau 131,000 tons hauv thawj peb lub hlis twg.

1.3 ib lub quarter ntawm cov kev lag luam saw conduction cov ntaub ntawv

Ib lub quarter ntawm bisphenol ib qho ntws ntws mus thiab nqes av kev lag luam saw ntsig txog cov duab cov duab

2.bisphenol kev lag luam kev lag luam hauv lub quarter thib ob

2.1 Thib ob lub hlis cov khoom muab khoom thiab xav tau kev kwv yees

2.1.1.1.1 Ntau Yam Ntxaij

Muaj peev xwm tshiab: Hauv lub quarter thib ob, lub tsev pheeb suab ntaub ua haujlwm tsis meej tsis meej tshiab cov hom phiaj. Cuam tshuam los ntawm lub xyoo ua lag luam tsis muaj zog thiab cov kev lag luam kev lag luam tau cog lus ntau dua, yog qhov kawg ntawm lub sijhawm thib ob, tag nrho cov khoom siv tau muaj ntau dua ntawm 4,265,000 tons / xyoo.

Ntaus ntawv poob: Lub quarter thib ob ntawm lub tsev bisphenol ib qho chaw nruab nrab ntawm ob lub tuam txhab kev kho dua tshiab, raws li kev kho siab thib ob, kev poob siab yuav tsum nyob ib ncig ntawm 32,000 tons, tab sis Tam sim no Canegzhou Dahua ntaus ntawv tseem nres hauv lub sijhawm ua haujlwm ntawm kev lag luam kev lag luam ntawm cov lag luam kev lag luam ntawm cov lag luam kev lag luam kev lag luam, thiab lwm yam) yuav tsum yog 69,200 Tons, qhov nce ntawm 29.8% dhau ntawm thawj peb lub hlis twg.

Kev Siv Peev Xwm Kev Siv Khoom Siv: Kev Tawm Tsam Kev Lag Luam Yuav Tsum Tau Txais 867,700 piv nrog 2022% piv nrog 2022% thib ob ib nrab ntawm thawj lub quarter ntawm 2023 Bisphenol Ib qho kev ua lag luam ntau lawm, qhov cuam tshuam ntawm kev lag luam tsis muaj zog hauv thawj lub quarter, qee qhov kev lag luam siv tau ntawm kev lag luam tau txais kev lag luam, yuav tsum tau txais kev lag luam nruab nrab, kev lag luam nruab nrab ntawm kev lag luam yuav tsum tau mus txog 73.7% hauv lub quarter thib ob , ib xyoo-nyob rau-xyoo nce ntawm 29.8%. Yuav ncav cuag 73.78%, nqis qis 4.93 feem pua ​​cov ntsiab lus los ntawm lub quarter yav dhau los, hauv 2 feem pua ​​cov ntsiab lus thawm xyoo.

2.1.2 net ntshuam huab cua

Tuam Tshoj muaj kev lag luam yuav tau cog lus cia nyob rau hauv lub quarter thib ob, tab sis nws tseem yog ib feem ntawm cov lag luam khoom lag luam me me, thiab cov khoom lag luam tawm Yuav tsum tau mus txog 49,100 tons.

2. 1.3 ownstream kev noj tshuaj

Hauv lub quarter thib ob, kev noj ntawm cov khoom lag luam hauv Suav teb yuav tsum tau mus txog 870,800 tons, up 3.12% yoy thiab 28.54% yoy. Qhov no feem ntau yog vim tias: Ntawm ib sab, muaj cov khoom siv tshiab tau muab tso rau hauv thawj lub quarter, txuas nrog cov khoom lag luam, txuas ntxiv yuav tsum tau loj hlob hauv lub quarter thib ob; Ntawm qhov tod tes, lub PC kev lag luam cov lag luam ntaus ntawv yog qhov ruaj khov, thiab cov nroj tsuag uas yuav tsum tau txo qis dua li 2% yoy piv nrog lub Thawj peb lub quarter.

2.2 Thib Ob Lub Peb Hlis nce mus txog ntawm cov khoom lag luam tus nqi thiab kev cuam tshuam ntawm cov khoom kwv yees

Hauv lub quarter thib ob, ib tus naj npawb ntawm Pheebol phenol acetone tau teem tseg rau kev saib xyuas, thaum twg cov khoom siv tshiab tau muab piv rau thawj lub quarter. Tab sis raws li cov dej ntws hauv qab no thiab lwm yam dej ntws los kuj muaj cov khoom lag luam ruaj khov, thaum noj cov khoom siv txo qis, zoo li cov kev hloov pauv hauv cov dej ntws hauv qis qis, kwv yees phenol acetone nqi yog qhov chaw siab, phenol nqi yuav tsum tau ua li 7500-8300 yuan / Tuj, Acetone nqi ntau li 5800-6100 yuan / tuj; Tus nqi them nyiaj yug rau Bisphenol tseem muaj.

2.3 Lub quarter thib peb hlis kev ua lag luam

Hauv lub quarter thib ob, Bisphenol ib cov khoom siv tshiab, ob qho kev lag luam hauv kev lag luam, lwm cov kev lag luam los ntawm kev ua lag luam kev lag luam lossis txuas ntxiv, thaum lub sijhawm them nyiaj tag nrho Bisphenol ib qho yuav tsum txhim kho dua thawj lub quarter, tab sis tag nrho ntawm kev ua lag luam ib puag ncig tus nqi ntawm tus nqi ntawm kev hloov pauv, feem ntau ntawm lub hom phiaj ua haujlwm ".

2.4 Ob Lub Peb Hlis Ob Peb Lub Peb Lub Hlis Khoom kwv yees

Hauv lub quarter thib ob, tus nqi lag luam ntawm Bisphenol Lub sijhawm yuav tsum tau hloov pauv ntawm 9000-9800 yuan / tuj. Ntawm cov khoom xa, cov khoom siv yuav tsum tau txo me ntsis nrog thawj lub quarter vim muaj kev sib tw thiab kev xav tau hauv khw thiab kev yooj yim dua, tus nqi Qhov sib txawv ntawm cov cheeb tsam yuav tsum tau nqaim; Ntawm cov khoom thov, Epoxy Resin los ntawm cov cuab yeej tshiab los ntawm kev ua haujlwm thiab tsuas yog tso tawm qhov cuam tshuam ntawm cov kev tsim tawm tag nrho yog xav nce; Pc ntau lawm hauv lub quarter thib ob yog xav kom nce me ntsis, tiaj tus neeg tsim khoom, lwm tus neeg muaj kev cuam tshuam nrog kev ua lag luam tom ntej tsis yog Tshem tawm qhov ua tau ntawm kev daws teeb meem; Nqi, Phenol Ketone los ntawm tus nqi txij nkawm ntawm lub ntaus ntawv ntawm cov khoom siv thiab kev xav tau, tus nqi tsis tshua muaj, kev txhawb nqa ntawm bisphenol tseem muaj; Kev ua lag luam kev ua lag luam, nrog rau lub quarter thib ob ntawm lub ntas cov ntas, kev ua lag luam mentality tseem muaj. Hauv cov ntsiab lus, cov khoom siv thiab cov khoom siv tau thiab raug nqi, Bisphenol ib qho kev cia siab yuav khiav hauv qhov nqaim ntawm ntau yam ntawm kev hloov pauv.