1.1 rubuci koowaad ee falanqaynta isbeddellada suuqa ee 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 Festival, hoose si ay u buuxiyaan boosaska, iyo ka dib qiimaha saliidda festifaalka kor u kaxeeya isku xirka silsiladda warshadaha kor, bisphenol A soo saarayaasha ugu weyn waxay bixiyaan soo jiidashada, suuqa ayaa kacay, wada xaajoodka guud ee Bariga Shiinaha ayaa kor u kacay ilaa 10200- 10300 yuan / ton, Febraayo qandaraas dheefshiidka hoose ee hoose iyo suuqa alaabada oo ku wareegsan qiimaha 10,000 yuan isbedbeddellada cidhiidhiga ah.Gelida Maarso, soo kabashada baahida terminaalka ayaa ahayd mid gaabis ah, iyo is burinta u dhaxaysa 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 suuqa oo gaaban ayaa ahaa mid muuqda.Dib u soo kabashada terminaalka hoose ayaa ka yar sidii la filayay, culeyska xajinta epoxy marka hore kor u kaca ka dibna ku dhaco alaabada, Xarunta PC ee culeyska culeyska ayaa la jilciyay, saadka suuqa iyo baahida ayaa la muujiyay, oo ay weheliso dhacdooyinka khatarta maaliyadeed ee durugsan ayaa horseeday qiimaha saliidda iyo kiimikooyinka aasaasiga ah dib u soo celinta si loo xakameeyo Dareenka suuqa, bisphenol A iyo wada shaqaynta hoose ee suuqa, laga bilaabo Maarso 31, bisphenol A qiimihiisu 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 bilowga warshadaha, kobaca isticmaalka ee ku dhawaad ​​30%, laakiin heerka kobaca sahayda guud ayaa ka sarreeya heerka kobaca baahida, bisphenol Farqiga saadka iyo baahida ayaa kordhay ilaa 131,000 oo 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: rubuci labaad ee bisphenol gudaha Aaladda dib-u-habeeynta dhexe, sida laga soo xigtay cilmi-baarista Lonzhong, rubuci labaad ee dib-u-habaynta caadiga ah ee laba shirkadood, awoodda dib-u-habeeynta ee 190,000 tan / sannadkii, khasaaraha ayaa la filayaa inuu noqdo agagaarka 32,000 tan, laakiin Qalabka Cangzhou Dahua ee hadda jira wuxuu sii wadaa inuu joogsado waqtiga dib u bilaabashada lama garanayo, soo-saareyaasha ganacsiga gudaha ee saameynta dhaqaale ee warshadaha ee hoos u dhaca culeyska (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, iwm.), Dib-u-habaynta khasaaraha ayaa la filayaa inuu noqdo 69,200 ayaa isbeddelay illaa +29.8% marka la barbar dhigo maalintiisii ​​​​hore.

Isticmaalka awoodda warshadaha: Wax-soo-saarka warshadaha gudaha ayaa la filayaa inuu gaaro 867,700 tan rubuci labaad, wax yar oo hoos u dhac ah oo ah 0.30% marka la barbar dhigo rubuci hore, koror 54.12% marka la barbar dhigo 2022. 2022 qeybtii labaad ee rubuci hore ee 2023 domestic bisphenol Awood wax-soo-saar cusub oo cusub, saameynta suuqa daciifka ah ee rubuci hore ee sanadkan, shirkadaha qaar si ay u jaraan wax soo saarka iyo hoos u dhigista hawlaha xamuulka, celceliska awoodda isticmaalka warshadaha ee warshadaha ayaa la filayaa in ay gaaraan 73.78% rubuci labaad. ayaa isbeddelay illaa -29.8% marka la barbar dhigo maalintiisii ​​​​hore.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 si weyn u qandaraas in rubuci labaad, laakiin weli waa soo dejinta saafiga ah, inta badan qayb ka mid ah gudaha ee ganacsiga processing soo socda ayaa weli jira, iyo sidoo kale qaar ka mid ah wax soo saarka ee xaddi yar oo soo dejinta ganacsiga guud, mugga dhoofinta saafiga ah. waxaa la filayaa in uu gaaro 49,100 ton.

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 hoose ee epoxy resin, 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 rubuca labaad;Dhanka kale, qalabka warshadaha ee PC-ga ayaa ah mid xasiloon, muddadaas oo dhirta shaqsiyadeed ay joojiyaan 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 ilaa 2% YoY marka loo eego rubuca kowaad.

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 qorshooyin dhimis culeyska, iyadoo la tixgelinayo qiimaha saliidda ee adag, propylene-process multi-warshadaha khasaaraha suuqa hoos u dhaca booska ayaa xaddidan, iyo sidoo kale isbeddelka baahida terminalka hoose, qiyaasta. Qiimaha phenol acetone waa mid adag, qiimaha phenol ayaa la filayaa inuu u dhexeeyo 7500-8300 yuan / ton, qiimaha acetone wuxuu u dhexeeyaa 5800-6100 yuan / ton;Taageerada kharashka bisphenol A ayaa weli jirta.

2.3 Sahanka maskaxda ee rubuci labaad ee suuqa

In rubuci labaad, Bisphenol A qalab cusub oo aan la heli karin, laba qaybood oo ka mid ah qalabka guriga la qorsheeyay dayactirka, saarayaasha kale by sahayda suuqa iyo baahida iyo dhaqaalaha liidata ee saamaynta hoos u soo saarka load ama sii wadaan, inta lagu guda jiro sahayda guud iyo baahida dheelitirka Bisphenol A ayaa la filayaa in ay horumariso rubuci hore, laakiin guud ahaan sahayda ayaa weli ku filan, inta badan suuqa ayaa la filayaa in ay Bisphenol A agagaarka line qiimaha kor iyo hoos u suurto gal ah ee isbedbedelka, inta badan ujeedadu in "arki hawl dheeraad ah oo taxadar leh. “.

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 iyadoo 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 hore ama fududaan, qiimaha farqiga u dhexeeya gobollada ayaa la filayaa inuu soo koobo;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, dhuxusha siman Shenma, Hainan Huasheng qalab ayaa la filayaa inuu dib u bilaabo wax soo saarka ama kor u qaadida culeyska, saarayaasha kale ee shakhsi ahaaneed waxay leeyihiin qorshayaasha Kormeerka, iyo sidoo kale iyadoo la tixgelinayo saameynta suuqa soo socda ma laha ka reebo suurtagalnimada dhimista rarka;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 buffer, 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.