Xyoo 2023, kev nthuav dav nthuav dav ntawm Tuam Tshoj lub PC kev lag luam tau xaus, thiab kev lag luam tau nkag mus rau lub voj voog ntawm kev zom cov peev txheej uas twb muaj lawm.Vim lub sij hawm nruab nrab ntawm kev nthuav dav ntawm cov khoom siv raw khoom, cov txiaj ntsig ntawm qis kawg PC tau nce zuj zus, cov txiaj ntsig ntawm PC kev lag luam tau zoo dua, thiab kev siv tus nqi thiab cov khoom tsim tawm ntawm cov khoom siv hauv tsev kuj tseem nce ntxiv.

Statistical Chart of Domestic PC Production and Capacity Utilization

Hauv xyoo 2023, cov khoom siv PC hauv tsev tau pom qhov kev nce zuj zus txhua hli, siab dua li qib keeb kwm ntawm tib lub sijhawm.Raws li kev txheeb cais, txij lub Ib Hlis Ntuj txog Lub Tsib Hlis 2023, tag nrho cov khoom siv PC hauv Suav teb yog kwv yees li 1.05 lab tons, nce ntau dua 50% piv rau tib lub sijhawm xyoo tas los, thiab qhov nruab nrab kev siv peev txheej tau nce mus txog 68.27%.Ntawm lawv, qhov nruab nrab ntau lawm txij lub Peb Hlis mus txog Lub Tsib Hlis tau tshaj 200000 tons, uas yog ob npaug ntawm qhov nruab nrab txhua xyoo hauv 2021.
1. Lub hauv paus kev nthuav dav ntawm lub peev xwm hauv tsev tau pib xaus, thiab lub peev xwm tsim tawm tshiab hauv tsib xyoos tom ntej no kuj tsis tshua muaj.
Txij li thaum 2018, Tuam Tshoj lub PC muaj peev xwm tsim tau sai heev.Raws li qhov kawg ntawm 2022, tag nrho cov khoom siv PC hauv tsev tau mus txog 3.2 lab tons / xyoo, nce 266% piv rau qhov kawg ntawm 2017, nrog kev loj hlob txhua xyoo ntawm 30%.Xyoo 2023, Tuam Tshoj tsuas yog nce peev txheej ntau lawm los ntawm 160000 tons ntawm Wanhua Tshuaj thiab rov pib muaj peev xwm ntau lawm los ntawm 70000 tons hauv ib xyoos hauv Gansu, Hubei.Los ntawm 2024 mus rau 2027, Tuam Tshoj lub PC tshiab muaj peev xwm yuav tsum tsuas yog tshaj 1.3 lab tons, nrog rau qhov loj hlob qis dua yav dhau los.Yog li ntawd, nyob rau hauv tsib xyoos tom ntej no, digesting uas twb muaj lawm muaj peev xwm ntau lawm, tsis tu ncua kev txhim kho cov khoom zoo, sib txawv ntau lawm, hloov imports, thiab nce exports yuav dhau los ua lub suab nrov ntawm Tuam Tshoj lub PC kev lag luam.
2. Cov ntaub ntawv nyoos tau nkag mus rau lub sijhawm ntawm kev nthuav dav hauv nruab nrab, ua rau muaj kev txo qis hauv cov nqi lag luam thiab cov nyiaj tau los maj mam poob.

Daim ntawv txheeb cais ntawm cov kev hloov pauv ntawm cov khoom siv hluav taws xob sab saud thiab qis qis ntawm PC kev lag luam saw hauv tsib xyoos dhau los

Raws li kev hloov pauv ntawm cov khoom siv raw bisphenol A thiab ob qhov kev tsim khoom loj hauv qab hauv tsib xyoos dhau los, qhov sib txawv ntawm cov khoom siv hluav taws xob sab saud thiab qis qis hauv xyoo 2022 tau mus txog qib qis tshaj plaws hauv tsib xyoos, ntawm 1.93 lab tons hauv ib xyoos.Xyoo 2022, kev tsim muaj peev xwm ntawm bisphenol A, PC, thiab epoxy resin nrog kev loj hlob txhua xyoo ntawm 76.6%, 13.07%, thiab 16.56%, feem, yog qhov qis tshaj hauv cov saw hlau.Ua tsaug rau qhov kev nthuav dav tseem ceeb thiab tau txais txiaj ntsig ntawm bisphenol A, cov txiaj ntsig ntawm PC kev lag luam tau nce ntau hauv xyoo 2023, nce mus txog qib zoo tshaj plaws hauv xyoo tas los no.
Sib piv daim duab ntawm Industrial Chain Profits
Los ntawm cov txiaj ntsig kev hloov pauv ntawm PC thiab bisphenol A hauv peb lub xyoos dhau los, kev lag luam saw nyiaj tau los ntawm 2021 txog 2022 yog qhov tseem ceeb hauv qhov kawg.Txawm hais tias PC tseem muaj cov txiaj ntsig tseem ceeb, cov paj tau qis dua li ntawm cov khoom siv raw;Thaum Lub Kaum Ob Hlis 2022, qhov xwm txheej tau thim rov qab thiab PC tau ua tiav kev poob rau hauv cov txiaj ntsig, dhau ntawm bisphenol A qhov tseem ceeb thawj zaug (1402 yuan thiab -125 yuan feem).Nyob rau hauv 2023, cov txiaj ntsig ntawm PC kev lag luam txuas ntxiv tshaj li ntawm bisphenol A. Los ntawm Lub Ib Hlis Ntuj txog Lub Tsib Hlis, qhov nyiaj tau los nruab nrab ntawm ob yog 1100 yuan / tuj thiab -243 yuan / ton, raws li.Txawm li cas los xij, xyoo no, cov khoom siv raw khoom phenol ketone tseem nyob rau hauv lub xeev poob tseem ceeb, thiab PC tau hloov pauv.
Hauv tsib xyoos tom ntej no, lub peev xwm tsim tau ntawm phenolic ketones, bisphenol A, thiab epoxy resins yuav txuas ntxiv nthuav dav, thiab PC xav tias yuav tau txais txiaj ntsig ntxiv los ua ib qho ntawm ob peb yam khoom hauv kev lag luam saw.
3. Lub ntim ntshuam tau txo qis, thaum kev xa tawm tau ua qee qhov kev tawg.

Sib piv daim duab ntawm lub hli Ntshuam thiab Export Volume ntawm Domestic PC

Nyob rau hauv 2023, net ntshuam ntawm domestic PC tau poob qis heev.Txij thaum Lub Ib Hlis Ntuj mus txog Lub Plaub Hlis, tag nrho cov khoom xa tuaj ntawm cov PC hauv tsev yog 358400 tons, nrog rau cov khoom xa tawm ntawm 126600 tons thiab cov khoom xa tawm ntawm 231800 tons, qhov txo qis ntawm 161200 tons lossis 41% piv rau tib lub sijhawm xyoo tas los.Ua tsaug rau qhov nquag / passive tshem tawm ntawm cov khoom siv txawv teb chaws thiab kev loj hlob ntawm kev xa tawm txawv teb chaws, kev hloov pauv ntawm cov khoom siv hauv tsev ntawm cov neeg siv qis tau nce siab, uas tseem tau txhawb nqa kev loj hlob ntawm kev tsim PC hauv tsev xyoo no.
Nyob rau lub Rau Hli, vim yog kev npaj saib xyuas ntawm ob lub chaw lag luam txawv teb chaws, kev tsim khoom hauv PC tuaj yeem txo qis piv rau lub Tsib Hlis;Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, upstream raw cov ntaub ntawv txuas ntxiv cuam tshuam los ntawm lub zog expansion, ua rau nws nyuaj los txhim kho cov nyiaj tau los, thaum downstream PC txuas ntxiv ua kom tau nyiaj.Tawm tsam qhov teeb meem no, cov txiaj ntsig tau zoo ntawm PC kev lag luam yuav tsum tau txuas ntxiv mus.Tsuas yog cov chaw tsim khoom PC loj uas tseem tau tsim cov phiaj xwm txij lub Yim Hli mus txog rau lub Cuaj Hli, uas yuav cuam tshuam rau kev tsim khoom txhua hli, kev siv lub peev xwm hauv tsev thiab kev tsim khoom yuav nyob twj ywm ntawm cov qib siab tag nrho rau lub sijhawm ntxiv.Yog li ntawd, nws cia siab tias cov khoom siv PC hauv tsev nyob rau hauv ib nrab ntawm lub xyoo yuav loj hlob ntxiv mus rau thawj ib nrab.


Post lub sij hawm: Jun-09-2023