Vhiki rino, misika yemumba epoxy resin yakasanganiswa. Pakati pevhiki, iyo yemvura resin musika wepakati pegiravhiti yaive isina simba, uye yakasimba resin musika yakashuma kuwedzera. Kubva pakuvharwa kwaNdira 7, mutengo mukuru weresin yemvura mumusika weEast China ndeyekureva pa20,500-21,500 yuan/ton mumadhiramu ekugamuchira. Panyaya yezvigadzirwa, iyo huru mbishi bisphenol A yakamira kudonha uye kuputika, nepo imwe mbishi epichlorohydrin yakadonha zvakare. Panyaya yekugovera uye kudiwa, musika we epoxy resin wave uchishanda zvakatsiga mukati mevhiki, uye chiyero chekushanda chakawedzera zvishoma nezvishoma. Nekudaro, iyo yazvino epoxy resin musika yapinda mu-off-mwaka uye kudiwa kwave nehusimbe.

Mukutanga kwa2021, tarisiro yemusika epoxy resin yakakwira. Nekuda kwekumisikidzwa kupfupi kwekumusoro kwemidziyo yemidziyo uye kushomeka kwekupa, mari yerutsigiro iripo yakasimbiswa, uye kupihwa kwevagadziri ve resin kwave kukwira.

Mbishi noodles
Bisphenol A: Vhiki rino, musika webisphenol A wakawedzera uye wakawedzera. Pakati pevhiki, musika webisphenol A wakashandura maitiro ekuderera uye kupa kwakawedzera zvishoma nezvishoma. Iyo mbishi zvinhu phenol inomhanya zvisina simba, iyo yepakati yegiravhiti yeacetone inokwira kumusoro, uye mutengo wedivi rinowanzo kutsigirwa. Panyaya yekugovera, bisphenol A chirimwa chakachinja zvakanyanya svondo rino, uye chiyero chekushanda chakadonha. Huwandu hwese hwekushanda hwaive hwakapoteredza 60%. Pakati pavo, mutoro waNantong Xingchen wakadzika kusvika pa40%. Sinopec Mitsubishi's simiti yakavharwa kwenguva pfupi, uye pa-saiti yekupihwa yaive yakasimba. Panyaya yekuda, maPC makuru epasi pemvura akatanga aramba uye ndokusimuka, kuita kwekutengeserana kwakagamuchirwa, uye epoxy resins aive asiri kutevera. Kubva pakupera kwaNdira 7, mutengo mukuru wekutaurirana weBPA muEast China uchaunzwa paRMB 12,900-13,000/ton.

Epichlorohydrin: Vhiki rino, epichlorohydrin iri kushanda zvisina simba. Pakati pesvondo, zvinopihwa zvevagadziri zvakashaya rutsigiro rwakanaka, uye musika epichlorohydrin wakaramba uchidzikira. Izvo zvigadzirwa zvepropylene uye glycerin zvakarongwa muzvikamu, uye rutivi rwemutengo runochinja zvishoma. Padivi rekupa, svondo rino epichlorohydrin plant load yakaramba yakaderera, indasitiri yekushanda yaisvika 45%, Shandong Binhua chirimwa chakatangazve, uye Ningbo Huanyang akavhara kuti agadzirise. Panyaya yekuda, musika wepasi resin unotonhora, uye kudiwa kwakaoma kuvandudza. Kubva pakupera kwaNdira 7, mutengo mukuru wekutaurirana we epichlorohydrin muEast China wakaunzwa pa11300-11400 yuan/ton.

Supply side
Vhiki rino, chiyero chekushanda kweiyo liquid resin chirimwa chakachengetwa chakapoteredza 60%, uye pa-saiti kuwanikwa kwaive kwakawanda. Yayo China Capital Chemical Indasitiri yakanga ichiri kuvharika, uye zuva rekutanga rakanga risingazivikanwe. Izvo zvakaoma kuwedzera mutoro weiyo yakasimba resin chirimwa, uye chiyero chekushanda chakatenderedza 40%. Pakati pavo, iyo Huangshan Jinfeng technical renovation inomira, uye mamiriro ekukurukurirana akanetsa kuvandudza.

Demand side
Parizvino, iyo resin musika ichiri mu-off-season mukudiwa, iyo yakadzika kubvunza haisi kufarira, uye kutengeserana kuri kutonyanya kushomeka. The bearish manzwiro eindastiri ari kuwedzera chete, uye kushanda kwacho kungwarira, uye mamiriro ezvinhu aripo zvakaoma kuchinja.

Outlook forecast

Muna 2020, musika we resin wapedza "mashiripiti" gore. Mukutanga kwa2021, epoxy resin inoita kunge isina kusimba pasi pekutsigirwa kwemutengo, asi undercurrents iri kuwedzera. Zvinhu zvikuru zvinokanganisa musika wazvino ndezvizvi:
Padivi rezvakagadzirwa, bisphenol A inogona kutsanangurwa se "mubatsiri" mukuru mukukwira kwemusika weresin mukutenderera uku. Nekudaro, iyo yakanaka mhedzisiro yekutenderera iyi yemidziyo ishoma. Iyo imwe mbishi zvinhu epichlorohydrin inoratidza yakamanikana kudzika maitiro, uye mutengo werutsigiro hauna tarisiro; chikamu chekugovera, musika Muchiitiko chekushanda kwemidziyo yemukati yakagadzikana, iyo resin spot yekupa yakakwana, uye yakaoma kuitsigira; rutivi rwekudiwa, mutengo uye hapana mamiriro emusika akaoma kupaza, maindasitiri epasi anodya akawanda ezvinyorwa, uye danho rekudiwa richiri kunyanya kushata. Zvinotarisirwa kuti musika wepamusha epoxy resin uchengetedze mamiriro ekuchinja anochinja munguva pfupi, uye kutevera kuchiri kufanira kutarisisa kusimba kwezviwanikwa uye kugovera uye kudiwa.