1.1 Kotara ea pele ea tlhahlobo ea mekhoa ea 'maraka ea BPA

Karolong ea pele ea 2023, karolelano ea theko ea bisphenol A 'marakeng oa East China e ne e le 9,788 yuan / ton, -21.68% YoY, -44.72% YoY. 2023 Pherekhong-Hlakola bisphenol A e feto-fetoha ho potoloha moeli oa litšenyehelo ho 9,600-10,300 yuan / ton. Mathoasong a Pherekhong, hammoho le sepakapaka sa Selemo se Secha sa Sechaena, le bahlahisi ba bang pele ho mokete ho lumella mola oa phaello, setsi sa 'maraka sa matla a khoheli se ile sa oela ho 9,650 yuan / ton. Libeke tse peli pele le ka mor'a Mokete oa Selemo, sebaka se tlaase ho tlatsa maemo, 'me ka mor'a hore theko ea oli e nyolohe e nyolohele khoebong ea indasteri, bisphenol A baetsi ba ka sehloohong ba fana ka ho hula,' maraka o ile oa phahama, lipuisano tse kholo tsa East China li ile tsa fihla ho 10200-10300 yuan / ton, February mainstream digestion contract le inventory of 0100 Ho kena ka Hlakubele, phokotso ea tlhoko ea ho qetela e ne e lieha, 'me ho ile ha totobatsoa khohlano lipakeng tsa phepelo le tlhoko ea' marakeng, hammoho le liketsahalo tsa kotsi ea lichelete Europe le libanka tsa United States, tse lebisitseng ho theoheng ha litheko tsa oli ho hatella mohopolo oa mmaraka, boemo bo khuts'oane ba mmaraka bo ne bo hlakile. Pholiso e tlase e tlase ho feta kamoo ho neng ho lebelletsoe, thepa ea epoxy resin e qala ho nyoloha ebe e oela lethathamong, setsi sa PC sa matla a khoheli se ile sa nolofala, phepelo ea mmaraka le likhohlano tsa tlhoko li totobalitsoe, hammoho le liketsahalo tsa kotsi tsa lichelete tse lebisitseng ho litheko tsa oli le ho khutlisetsoa ha lik'hemik'hale tsa mantlha ho hatella maikutlo a mmaraka, bisphenol A le khokahano e tlase ea mmaraka ho theosa le tlase, ho isa ho 9300 li-yuan / ton.

1.2 Bisphenol A phepelo le tlhokahalo e lekantsoeng kotareng ea pele

Karolong ea pele ea 2023, boemo ba China ba bisphenol A oversupply bo hlakile. Nakong eo, Wanhua Chemical Phase II le Guangxi Huayi BPA e kopantseng lithane tsa 440,000 / selemo tsa lihlopha tse ncha li ile tsa kenngoa ts'ebetsong, 'me ts'ebetso ea kakaretso e ne e tsitsitse, e ileng ea eketsa phepelo ea' maraka. Downstream epoxy resin ha e le hantle e tšoana le nako e tšoanang selemong se fetileng, PC hammoho le matla a macha a tlhahiso le sekhahla sa ho qala indasteri, kholo ea ts'ebeliso ea hoo e batlang e le 30%, empa sekhahla sa kholo ea phepelo se phahame ho feta sekhahla sa kholo ea tlhokeho, lekhalo la phepelo ea bisphenol A le tlhokahalo e atolohile ho lithane tse 131,000 kotareng ea pele.

1.3 Karolo ea kotara ea leqephe la data la ho tsamaisa ketane ea indasteri

Kotara ea bisphenol A litafole tsa data tse amanang le indasteri e holimo le e tlase

2.Bisphenol A bolepi ba indasteri karolong ea bobeli

2.1 Polelo ea phepelo ea lihlahisoa tsa kotara ea bobeli le tlhokeho

2.1.1 Tekanyetso ea tlhahiso

Bokhoni bo bocha: karolong ea bobeli, sesebelisoa sa lehae sa bisphenol A ha se hlake merero e mecha ea tlhahiso. E anngoe ke 'maraka o fokolang oa selemo sena le phaello ea indasteri e kentsoeng haholo, lisebelisoa tse ling tse ncha li kentsoe ts'ebetsong ho feta kamoo ho neng ho lebelletsoe ho lieha, ho elella bofelong ba kotara ea bobeli, kakaretso ea tlhahiso ea lehae ea lithane tse 4,265,000 / selemo.

Tahlehelo ea sesebelisoa: kotara ea bobeli ea bisphenol ea lehae A sesebelisoa se bohareng, ho latela lipatlisiso tsa Lonzhong, kotara ea bobeli ea phetoho e tloaelehileng ea lik'hamphani tse peli, matla a ho nchafatsa lithane tse 190,000 / selemo, tahlehelo e lebelletsoe ho ba lithane tse 32,000, empa sesebelisoa sa hona joale sa Cangzhou Dahua se ntse se tsoela pele ho emisa nakong ea ts'ebetso e sa tsejoeng ea indasteri ea thekiso ea lichelete. (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, joalo-joalo), ho fetola Tahlehelo e lebelletsoe ho ba lithane tse 69,200, keketseho ea 29.8% ho feta kotara ea pele.

Tšebeliso ea matla a indasteri: tlhahiso ea indasteri ea malapeng e lebelletsoe ho fihla ho lithane tse 867,700 kotareng ea bobeli, phokotso e nyane ea 0.30% ha e bapisoa le kotara ea pele, keketseho ea 54.12% ha e bapisoa le 2022. ts'ebetso ea mojaro, sekhahla sa ts'ebeliso ea bokhoni ba indasteri se lebelletsoe ho fihla ho 73.78% kotareng ea bobeli, keketseho ea selemo le selemo ea 29.8%. E tla fihla ho 73.78%, ho theosa le liperesente tse 4.93 ho tloha kotara e fetileng, ho theosa le liperesente tse 2 selemo le selemo.

2.1.2 Ponelopele ea thekollo

Ho lebeletsoe hore thepa e tsoang ka ntle ho indasteri ea China e tla kena konteraka haholo karolong ea bobeli, empa e ntse e le thepa e tsoang linaheng tse ling, haholo-holo karolo ea lehae ea khoebo e kenang ea ts'ebetso e ntse e le teng, hammoho le bahlahisi ba bang palo e nyenyane ea lihlahisoa tse tsoang linaheng tse ling tse tsoang linaheng tse ling, palo ea thepa e tsoang linaheng tse ling e lebelletsoe ho fihla ho lithane tse 49,100.

2. 1.3 Polelo ea tšebeliso e tlase ea noka

Karolong ea bobeli, tšebeliso ea lihlahisoa tsa A Chaena e lebelletsoe ho fihla ho lithane tse 870,800, ho nyoloha ho 3.12% YoY le 28.54% YoY. Sena se bakoa haholo ke hore: ka lehlakoreng le leng, ho na le lisebelisoa tse ncha tse reretsoeng ho kenngoa ts'ebetsong bakeng sa resin ea epoxy e tlaase, hammoho le phokotso ea tlhahiso ea indasteri le phokotso ea mojaro karolong ea pele ho ea ho thepa, tlhahiso e lebelletsoe ho hola karolong ea bobeli; ka lehlakoreng le leng, ts'ebetso ea lisebelisoa tsa indasteri ea PC e batla e tsitsitse, nakong eo limela ka bomong li emang bakeng sa tlhokomelo, phokotso ea mojaro le bahlahisi ba bang ba phahamisa mojaro, 'me tlhahiso ea kotara ea bobeli e lebelletsoe ho hola ka hoo e ka bang 2% YoY bapisoa le kotara ea pele.

2.2 Kotara ea bobeli mokhoa oa theko ea lihlahisoa tse nyolohang le tšusumetso ea ponelopele ea sehlahisoa

Karolong ea bobeli, likarolo tse 'maloa tsa lehae tsa phenol acetone li reretsoe ho emisa bakeng sa tlhokomelo, nakong eo likarolo tse ncha li reretsoeng ho tla moleng, ho thibela phepelo ea kakaretso e eketsehile hanyenyane ha e bapisoa le kotara ea pele. Empa joalo ka ha bisphenol A le tse ling tse tlase li na le merero ea tlhokomelo kapa ea phokotso ea mojaro, ha ho nahanoa ka theko ea oli e batlang e tiile, tahlehelo ea indasteri ea propylene e fokotsehile, hammoho le liphetoho tsa tlhokeho ea theko e tlase, litheko tse hakanyetsoang tsa phenol acetone li batla li tiile, litheko tsa phenol li lebelletsoe ho fapana ho tloha ho 75000008 ho isa ho 3000008. 5800-6100 yuan / tonne; tšehetso ea litšenyehelo bakeng sa bisphenol A e ntse e le teng.

2.3 Tlhahlobo ea maikutlo ea maraka ea kotara ea bobeli

Karolong ea bobeli, Bisphenol A lisebelisoa tse ncha ha li fumanehe, lihlopha tse peli tsa lisebelisoa tsa lehae tse reriloeng, bahlahisi ba bang ka phepelo ea 'maraka le tlhokahalo le moruo o fokolang oa phello ea phokotso ea tlhahiso kapa ho tsoela pele, nakong ea phepelo le tlhokahalo ea tekanyo ea Bisphenol A e lebelletsoe ho ntlafala ho feta kotara ea pele, empa phepelo e akaretsang e ntse e lekane, boholo ba mmaraka o lebelletsoe ho Bisphenol ho ea holimo le ho theosa ka theko e tlase haholo. "bona ts'ebetso e hlokolosi haholoanyane".

2.4 Ponelopele ea litheko tsa kotara ea bobeli

Karolong ea bobeli, theko ea 'maraka ea bisphenol A e lebelletsoe ho fetoha lipakeng tsa 9000-9800 yuan / ton. Ka lehlakoreng la phepelo, phepelo e lebelletsoe ho fokotseha hanyane ha e bapisoa le kotara ea pele ka lebaka la tšusumetso ea tlhokomelo ea semela le karolo ea mojaro oa phokotso ea tlhahiso, likhohlano lipakeng tsa phepelo le tlhoko 'marakeng ho feta kotara e fetileng kapa boiketlo, phapang ea theko lipakeng tsa libaka e lebelletsoe ho fokotseha; ka lehlakoreng la tlhokahalo, epoxy resin ke sesebelisoa se secha se kentsoeng tšebetsong le ho lokolla feela phello ea tlhahiso ka kakaretso e lebelletsoeng ho eketseha; Tlhahiso ea PC karolong ea bobeli e lebeletsoe hore e eketsehe hanyenyane, mashala a bataletseng Shenma, Hainan Huasheng sesebelisoa se lebeletsoe ho tsosolosa tlhahiso kapa ho phahamisa mojaro, baetsi ba bang ka bomong ba na le merero ea Tlhahlobo, hammoho le ho nahanela phello ea 'maraka o latelang ha o qhelele ka thōko monyetla oa ho fokotsa mojaro; litšenyehelo, phenol ketone ka litšenyehelo tsa tlhokomelo e bohareng ea sesebelisoa le phello ea motheo ea phepelo le tlhokahalo, litheko li batla li tiile, tšehetso ea bisphenol A e ntse e le teng; maikutlo a 'maraka, hammoho le kotara ea bobeli ea phetoho ea buffer, maikutlo a' maraka a ntse a fumaneha. Ka bokhuts'oane, phepelo le tlhokeho le lintlha tsa litšenyehelo, bisphenol A e lebelletsoe ho sebetsa ka mefuta e mengata e fapaneng.