1.1 rubuci kowaad ee falanqaynta isbeddelada suuqa BPA

Saddexdii bilood ee ugu horreeyay 2023, celceliska qiimaha bisphenol A ee suuqa Bariga Shiinaha wuxuu ahaa 9,788 yuan / ton, -21.68% YoY, -44.72% YoY. 2023 Jannaayo-Febraayo bisphenol A wuxuu ku wareegaa khadka qiimaha 9,600-10,300 yuan/ton. Horraantii Janaayo, oo ay weheliso jawiga Sannadka Cusub ee Shiinaha, iyo qaar ka mid ah soo-saareyaasha ka hor inta aan la gaarin xafladda si ay u oggolaadaan safka faa'iidada, xarunta suuqa ee culeyska ayaa ku dhacay 9,650 yuan / ton. Laba toddobaad ka hor iyo ka dib Festival Spring, hoose si ay u buuxiyaan boosaska, iyo ka dib qiimaha saliidda festifaalka kor u kaxeeya isku xidhka silsiladda warshadaha kor, bisphenol A soo saarayaasha ugu weyn waxay bixiyaan jiid ilaa, suuqa ka kacay, East China wada xaajoodka caadiga ah jiiday ilaa 10200-10300 yuan / ton, February guud qandaraas dheefshiidka hoose iyo alaabada alaabada ku wareegsan qiimaha yuan.0. Gelida Maarso, soo kabashada dalabka terminalka ayaa ahaa mid gaabis ah, iyo iska hor imaadka u dhexeeya saadka iyo baahida suuqa ayaa la muujiyay, oo ay weheliso dhacdooyinka halista maaliyadeed ee bangiyada Yurub iyo Maraykanka, taas oo keentay hoos u dhaca qiimaha saliidda si loo xakameeyo maskaxda suuqa, jawiga gaaban ee suuqa ayaa ahaa mid muuqda. Dib u soo kabashada terminaalka hoose ayaa ka yar sidii la filayay, load resin epoxy marka hore kor u kaca ka dibna ku dhaco alaabada, PC center of gravity jilciya, saadka suuqa iyo baahida is burinaya ayaa iftiimiyay, oo ay weheliso dhacdooyinka halista maaliyadeed ee durugsan ayaa horseeday qiimaha saliida iyo kiimikooyinka aasaasiga ah dib u soo celinta si loo xakameeyo dareenka suuqa, bisphenol A iyo hoos u dhac ku yimaada suuqa March 3, sida hoos u dhac ku yimid suuqa March 3. ilaa 9300 yuan / ton.

1.2 Bisphenol A ee hadhaaga sahayda iyo baahida rubuci hore

Saddexda bilood ee hore ee 2023, Shiinaha ee bisphenol A xaalad sahayda xad dhaafka ah waa caddahay. Inta lagu jiro muddadaa, Wanhua Kiimikada Wajiga II iyo Guangxi Huayi BPA ayaa isku daray 440,000 tan/sanad oo unugyo cusub ah ayaa la hawlgaliyey, guud ahaanna hawlgalku wuu xasilay, taas oo kordhisay sahayda suuqa. Resin epoxy Downstream wuxuu asal ahaan la mid yahay isla muddadaas sannadkii hore, PC oo ay weheliso awoodda wax-soo-saarka cusub iyo heerka bilawga warshadaha, kobaca isticmaalka ee ku dhawaad ​​30%, laakiin heerka kobaca sahayda guud wuxuu ka sarreeyaa heerka kobaca baahida, farqiga saadka iyo baahida bisphenol A ayaa ballaarisay 131,000 tan rubuci hore.

1.3 rubuc ka mid ah xaashida xogta gudbinta silsiladda warshadaha

Rubuc bisphenol A ee silsiladda warshadaha ee kor iyo hoosba miisaska xogta la xidhiidha

2.Bisphenol Saadaasha warshadaha ee rubuci labaad

2.1 rubuci labaad ee saadaasha saadka badeecada iyo baahida

2.1.1 Saadaasha wax soo saarka

Awood cusub: rubuca labaad, bisphenol-ka gudaha Aaladda ma cadda qorshooyinka wax-soo-saarka cusub. Iyada oo ay saamaysay suuqa daciifka ah ee sanadkan iyo faa'iidada warshadaha ayaa si weyn u heshiiyey, qaar ka mid ah aaladaha cusub ayaa la hawlgeliyay intii la filayay in dib loo dhigo, illaa dhammaadka rubuci labaad, wadarta guud ee wax-soo-saarka gudaha ee 4,265,000 tan / sannadkii.

Khasaarida aaladda: rubuca labaad ee bisphenol gudaha Aaladda dib-u-habeeynta dhexe, sida laga soo xigtay cilmi-baarista Lonzhong, rubuci labaad ee dib-u-habeeynta caadiga ah ee laba shirkadood, awoodda dib-u-habeeynta ee 190,000 tan / sannadkii, khasaaraha ayaa la filayaa inuu noqdo agagaarka 32,000 oo tan, laakiin hadda Cangzhou Dahua qalabku wuxuu sii wadaa inuu joojiyo saameynta warshadaha ee warshadaha. hoos u dhac (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, iwm.), dib u habaynta khasaaraha ayaa la filayaa inuu noqdo 69,200 tan, koror ah 29.8% rubuci hore.

Isticmaalka awoodda warshadaha: Wax-soo-saarka warshadaha gudaha ayaa la filayaa inuu gaaro 867,700 tan rubuci labaad, hoos u dhac yar oo ah 0.30% marka loo eego rubuci hore, koror ah 54.12% marka la barbar dhigo 2022. Hawlgalka culeyska, celceliska isticmaalka awoodda isticmaalka warshadaha ayaa la filayaa inuu gaaro 73.78% rubuci labaad, koror sanadle ah oo ah 29.8%. Waxay gaari doontaa 73.78%, hoos u dhac boqolkiiba 4.93 rubuci hore, hoos u dhac boqolkiiba 2 ah sannad kasta.

2.1.2 Saadaasha soo dejinta saafiga ah

Shiinaha A soo dejinta warshadaha ayaa la filayaa in ay qandaraas weyn in rubuci labaad, laakiin weli waa soo dejiyaha saafiga ah, inta badan qayb ka mid ah gudaha ee ganacsiga processing ee soo socda ayaa weli jira, iyo sidoo kale qaar ka mid ah soo saarayaasha xaddi yar oo ganacsi guud soo dejinta, mugga dhoofinta saafiga ah ayaa la filayaa in ay gaaraan 49,100 tan.

2. 1.3 Saadaasha isticmaalka hoose

Saddexda bilood ee labaad, isticmaalka alaabta A ee Shiinaha ayaa la filayaa inay gaadho 870,800 tan, ilaa 3.12% YoY iyo 28.54% YoY. Tani waxay u badan tahay sababtoo ah: dhinaca kale, waxaa jira qalab cusub oo la qorsheeyay in la geliyo hawlgalka ee resin epoxy-ka hoose, oo ay weheliso hoos u dhigista wax soo saarka warshadaha iyo hoos u dhigista culeyska ee rubuca ugu horeeya si loo galo alaabada, wax soo saarka ayaa la filayaa inuu kordho rubuci labaad; Dhanka kale, qalabka warshadaha ee PC-ga ayaa ah mid xasiloon, muddadaas oo dhirta shaqsiyadeed ay u istaagaan dayactirka, dhimista rarka iyo qaar ka mid ah warshadeeyayaasha ayaa kor u qaada culeyska wada noolaanshaha, wax soo saarka rubuci labaad ayaa la filayaa inuu kordho qiyaastii 2% YoY marka loo eego rubuci hore.

2.2 rubuci labaad ee kor u kaca qiimaha alaabta iyo saamaynta saadaasha alaabta

Saddexda bilood ee labaad, tiro ka mid ah unugyada phenol acetone ee gudaha ayaa loo qorsheeyay inay joojiyaan dayactirka, inta lagu gudajiro cutubyo cusub ayaa sidoo kale loo qorsheeyay inay soo galaan khadka, iyaga oo ilaalinaya sahayda guud wax yar ayaa kordhay marka loo eego rubuci hore. Laakiin sida hoose ee bisphenol A iyo kuwa kale ee hoose waxay sidoo kale leeyihiin dayactir ama qorshooyinka dhimista culeyska, iyada oo la tixgelinayo qiimaha saliidda ee adag, propylene-process multi-warshadaha khasaaraha suuqa hoos u dhaca ayaa xaddidan, iyo sidoo kale isbeddelka baahida terminalka hoose, qiimaha phenol acetone ee lagu qiyaasay waa mid adag, qiimaha phenol ayaa la filayaa inuu u dhexeeyo 7500-8300 yuuro, qiimaha acetone. 5800-6100 yuan / ton; Taageerada kharashka ee bisphenol A ayaa wali jirta.

2.3 Sahanka maskaxda ee rubuci labaad ee suuqa

Rubuca labaad, Bisphenol Aaladaha cusub lama heli karo, laba qaybood oo ah aaladaha gudaha ayaa qorshaynaya dayactirka, soo-saareyaasha kale ee suuqa iyo baahida iyo dhaqaalaha liita ee saamaynta hoos u dhigista wax soo saarka ama sii wadida, inta lagu gudajiro sahayda guud iyo dheelitirka dalabka ee Bisphenol A ayaa la filayaa in la hagaajiyo rubuci hore, laakiin guud ahaan sahayda ayaa wali ku filan, inta badan suuqa ayaa la filayaa in Bisphenol iyo hoos u dhac ku yimaadda qiimaha ugu badan ee kor u kaca qiimaha kor u kaca ee hoos u dhaca qiimaha kor u kaca "eeg hawlgal taxadar badan".

2.4 Saadaasha qiimaha alaabta rubuci labaad

Rubuca labaad, qiimaha suuqa ee bisphenol A waxa la filayaa in uu is beddelo inta u dhaxaysa 9000-9800 yuan/ton. Dhinaca saadka, sahayda ayaa la filayaa in wax yar la dhimo marka la barbar dhigo rubuci hore iyada oo ay ugu wacan tahay saamaynta dayactirka dhirta iyo qayb ka mid ah culayska dhimista wax soo saarka, iska hor imaadka u dhexeeya saadka iyo baahida suuqa ee rubuci la soo dhaafay ama fududaan, farqiga qiimaha u dhexeeya gobollada ayaa la filayaa inuu yaraado; dhinaca baahida, resin epoxy by aaladda cusub ee la hawl galiyay oo kaliya sii daayo saamaynta wax soo saarka guud ayaa la filayaa inuu kordho; Wax soo saarka PC ee rubuca labaad ayaa la filayaa inuu kordho wax yar, dhuxul guri Shenma, Qalabka Hainan Huasheng ayaa la filayaa inuu dib u bilaabo wax soo saarka ama kor u qaadida culeyska, soo-saareyaasha kale ee shakhsi ahaaneed waxay leeyihiin qorshayaasha Kormeerka, iyo sidoo kale iyada oo la tixgelinayo saameynta suuqa soo socda ee aan ka saarin suurtagalnimada dhimista culeyska; kharashka, phenol ketone by kharashka dayactirka dhexe ee qalabka iyo saamaynta aasaasiga ah ee sahayda iyo baahida, qiimuhu waa xad adag, taageerada bisphenol A weli waa jira; maskaxda suuqa, oo ay weheliso rubuci labaad ee kala-guurka baffer, maskaxda suuqa ayaa weli la heli karo. Marka la soo koobo, saadka iyo baahida iyo qodobbada qiimaha, bisphenol A waxa la filayaa in uu ku socdo isbeddello kala duwan oo cidhiidhi ah.