Kupinda muna 2023, iyo epoxy resin yemumba inoenderera mberi nekuwedzera huwandu, asi kudzoreredza kwekuda kudzika kuri kushoma pane zvaitarisirwa, kupokana pakati pekupa kwemusika uye kudiwa kunosimbiswa, uye mutengo wemusika uzere unoratidza kudzikira. Kudzikira kwe epoxy resin profit margin uye kudzikira kwekushandiswa kwehunyanzvi hweindasitiri kwave hunhu hwekushanda kwemusika muhafu yekutanga ya2023, asi huwandu hwekutengesa kunze kwe epoxy resin hwakawedzera zvakanyanya kana zvichienzaniswa nenguva imwecheteyo gore rapfuura, uye kutengwa kunze kwenyika kwakawedzera. yakaderera zvakanyanya. Ndeapi mamiriro matsva mune yekutevera-up epoxy resin musika wekunetsekana nawo, uye musika weramangwana uchakura sei?

Ongororo yemaitiro ekushanda epoxy resin musika muhafu yekutanga ya2023:

1. Hutsva hwekugadzira epoxy resin inoramba ichiburitswa, uye kugadzirwa kwemumba kunowedzera

Zvinoenderana neLongzhong ruzivo rwekutarisa data statistics, kubva muna Ndira kusvika Chikumi 2023, epoxy resin kugadzirwa kwemukati kwakawedzera kusvika 3.182,500 matani / gore, uye mabhizinesi matatu matsva akawedzerwa, Zhejiang Haobang Phase II 80,000 matani / gore, Anhui stellar 25,000 matani / gore, Dongying Hebang 80,000 matani/gore, ine hutsva hutsva hwekugadzira hunokwanisa hwematani 185,000. Mwedzi wega wega wekugadzira resin wakawedzera kusvika 265,200 matani, kuwedzera kwe16.98%.

2, epoxy resin mitengo yakadzika, iyo yose kushanduka iri pakati nepakati

Kubva 2023, mutengo wepakati wekukwevera wepamba epoxy resin wachinja uchidzika. Zvinoenderana nedata rekutarisa reLongzhong Information, kubva munaChikumi 30, nhaurirano huru yemvura epoxy resin muEast China yaive 12,000-12,500 yuan/ton, pasi 2,700 yuan/ton kubva pakutanga kwegore, pasi pe18.12%; Mutengo wenhaurirano weyakasimba epoxy resin mudunhu reHuangshan i12,000-12,500 yuan/ton, yakadzika 2,300 yuan/ton kubva pakutanga kwegore, ichidzika 15.97%. Muhafu yekutanga yegore, kushanduka kwemusika wepakati kwaive 12,000-15,700 yuan/ton, nehupamhi hwepamusoro hwe3,700 yuan/tani, panguva imwe cheteyo gore rapfuura, shanduko yaive 20800-29300 yuan/tani, nehukuru hwepamusoro hwe8,500 yuan/ton. Kusiyana neizvi, kuderera kwemutengo wemusika weresin muhafu yekutanga ya2023 kwakadzikira zvakanyanya kupfuura munguva yapfuura.

3, gross profit margin ye epoxy resin yadzikira zvakanyanya, uye chiyero chekushandiswa kwemvura yakadzikira zvakanyanya.

Muhafu yekutanga ya2023, kukura kwekushandisa terminal kushoma pane zvaitarisirwa, kupokana pakati pekupa uye kudiwa kwe epoxy resin kwakatanhamara, uye mutengo wemusika wakadzika pasi. Kunyangwe nzvimbo yepakati yegiravhiti yezvigadzirwa zvisina simba zvakare, kuderera kudiki zvakanyanya pane iyo epoxy resin, uye epoxy resin yakapinda mukurasikirwa kubva muna Kukadzi. Pakupera kwaChikumi, kurasikirwa kwakakwira pa788 yuan/ton yemvura epoxy resin uye 657 yuan/ton yeyakasimba epoxy resin. Nekuda kwekurasikirwa kwakanyanya kwepurofiti muindastiri, vagadziri vemvura epoxy resin vakadzikisa kugadzirwa uye mazwi asina kunaka, vamwe vagadziri vakatora mukana wekugadzirisa, uye huwandu hwekushandisa kweiyo liquid epoxy resin indasitiri yakaramba ichidzikira, ichidonha kusvika mukati me40% munaJune.

4, epoxy resin imports yakaderera zvakanyanya, asi kunze kwenyika kwakakwira zvakanyanya

Zvinoenderana nedata rekutarisa reLongzhong Ruzivo, kutengwa kwese epoxy resin muChina kubva munaNdira kusvika Chivabvu yaive matani makumi matanhatu nematanhatu, kuderera kwakanyanya kwe38% kubva panguva imwecheteyo gore rapfuura. Zvinoenderana neongororo iyi, kuwedzera kweChina epoxy resin kugadzirwa kwesimba, kuwedzera kukuru kwekupa mudzimba, uye kudzikira kwekutsamira kwe epoxy resin pane zvinotengeswa kunze kwenyika ndizvo zvikonzero zvikuru zvekudzikira kweChina epoxy resin kunze kwenyika. Kutengeswa kunze kwenyika kwakawedzera zvakanyanya, uye kutengesa kunze kwenyika kwave nzira inoshanda yekushandisa epoxy resins yemumba. Kubva muna Ndira kusvika Chivabvu, kuburitswa kunze kwenyika kweepoxy resin kwakasvika 76,900 matani, kuwedzera kwe77% panguva imwecheteyo gore rapfuura.

Parizvino, yakapinda muhafu yechipiri yegore, uye mutengo wepakati pesimba regiravhiti epoxy resin yakawedzera uye yakakwira pasi pekutsigirwa kwemutengo, asi hapana kuvandudzwa kwakakura mukudiwa kwakadzika. Kuwanikwa kwemusika, mutengo uye kudzika kwemvura kudiwa kunotevera kunoramba kuchionekwa.

1. Supply side: Kupihwa kwe epoxy resin zvigadzirwa zvinotarisirwa kuwedzera

Zvinoenderana nedata rekutarisa reLongzhong Ruzivo, mushure mekupera kwa2023, kuchine anopfuura mazana matatu nemakumi mashanu ezviuru matani ehunyanzvi hwekugadzira epoxy resin yakarongwa kuisa mukugadzirwa, kana China epoxy resin yekugadzira base ikaramba ichikura, kuwanikwa kwemukati kuchaitawo. kukura.

2. Mariro: rubatsiro rwese

Muhafu yechipiri ya2023, bisphenol A ichiri muchikamu chepakati chekuwedzera, uye anopfuura miriyoni 1.5 matani / gore emidziyo yakarongwa kuiswa mukugadzirwa, nepo imwe mbishi epichlorohydrin zvakare ine huwandu hwekuwedzera, uye kuwanda kwe zvakapetwa kaviri zvigadzirwa zvichaenderera mberi, uye makambani mazhinji anotarisira kuti musika uchatetepa muhafu yechipiri yegore. Pakazere, kutsigirwa kwezvinhu zvakapetwa kaviri zvemusika epoxy resin kwakajairwa.

3, kuda: inongoda kutevera, zvakaoma kuvandudza zvakanyanya

Kubva kudivi revatengi, epoxy resins inonyanya kudzika pasi musimba remhepo, mhangura yakavharwa mapaneru, machira uye zvichingodaro. Zvisinei, muhafu yechipiri yegore, kushandiswa kwekupedzisira kwe epoxy resin kuchiri kusina mavara akajeka. Kubva pakuona kweindasitiri yemagetsi emhepo, muna 2022, vagadziri vemagetsi emhepo vekuChina vakakunda mapurojekiti mazana mana nemakumi mana nematanhatu, huwandu hwe86.9GW, kuwedzera kwe60.63%, rekodhi yakakwira, kusanganisira mhepo yepasi 71.2GW, mhepo yegungwa 15.7GW. Tichifunga nezve kutenderera kwekuvaka kwerinenge gore rimwe chete mushure mekupedzwa kwekubhidha kwesimba remhepo, bhangi rinotarisira kuti hutsva hwakaisirwa huwandu hwemhepo yenyika hunotarisirwa kudarika 55GW muna 2023, kuwedzera kwe60%. Mhepo itsva yakaiswa inodarika 10GW, yakapetwa kaviri gore-pa-gore, simba remhepo rinodiwa epoxy resin rakagadzikana, musika unogona kuwedzera kuvimba. Zvisinei, maererano nemahwendefa emhangura uye machira, kudiwa muhafu yechipiri yegore kubva munaJuly kusvika munaAugust kune zvishoma, kudiwa kwe epoxy resins kunoderedzwa, uye zvakawanda zvinoda kuteverwa, izvo zvakaoma kuumba zvakanaka. rutsigiro kumusika. Pakazere, muhafu yechipiri ya2023, resin kuzasi kweterminal kudiwa kwakaoma kuve neakajeka makwapa.