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 January, 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 ea mokete e nyolohe, e phahamisa khokahano ea ketane ea indasteri, bisphenol A bahlahisi ba ka sehloohong ba fana ka ho hula,' maraka o ile oa phahama, lipuisano tse kholo tsa China li ile tsa nyolohela ho 10200- 10300 yuan / ton, February konteraka e kholo ea tšilo ea lijo le 'maraka oa thepa ho potoloha theko ea li-yuan tse 10,000 tse feto-fetohang.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 'marakeng, hammoho le liketsahalo tsa kotsi tsa lichelete Europe le libanka tsa United States, tse lebisitseng ho theoheng ha litheko tsa oli ho hatella mohopolo oa mmaraka. , boemo bo khutšoanyane ba 'maraka bo ne bo hlakile.Pholiso e tlase e tlase ho feta kamoo ho neng ho lebelletsoe, epoxy resin load 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 tlhokahalo li totobalitsoe, hammoho le liketsahalo tsa kotsi tsa lichelete tse lebisitseng ho litheko tsa oli le ho khutlisetsoa morao ha lik'hemik'hale tsa mantlha ho hatella. maikutlo a mmaraka, bisphenol A le khokahano ea 'maraka e tlase ho ea tlase, ho tloha ka la 31 Hlakubele, litheko tsa 'maraka tsa bisphenol A ho theosa ho fihla ho 9300 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 ka bang 30%, empa sekhahla sa kholo ea phepelo se phahame ho feta sekhahla sa kholo ea tlhokahalo, bisphenol. Lekhalo la phepelo le tlhokeho le ile la hola ho fihla 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, 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 hajoale sa Cangzhou Dahua se ntse se tsoela pele ho emisa ka nako ea ho qala bocha ha se tsejoe, baetsi ba likhoebo tsa malapeng ka phello ea moruo ea indasteri ea ho theoha ha mojaro (Changchun Chemical, Shanghai Sinopec Mitsui, Nantong Xingchen, joalo-joalo), ho fetoloa tahlehelo e lebelletsoe ho ba 69,200. lithane, 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. 2022 halofo ea bobeli ea kotara ea pele ea 2023 lehae la bisphenol Bokhoni bo bocha ba tlhahiso, phello ea 'maraka o fokolang kotareng ea pele ea selemo sena, likhoebo tse ling ho fokotsa tlhahiso le ho fokotsa ts'ebetso ea mojaro, sekhahla sa ts'ebeliso ea matla sa 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 Polelo-pele ea thekollo

Ho lebelletsoe hore thepa e tsoang kantle ho indasteri ea China A e tla etsa konteraka haholo karolong ea bobeli, empa e ntse e le morekisi oa kantle, haholo-holo karolo ea lehae ea khoebo e kenang ea ts'ebetso e ntse e le teng, hammoho le bahlahisi ba bang palo e nyane ea thepa e tsoang kantle ho naha ka kakaretso, bongata ba thepa e tsoang kantle ho naha. 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 sebelisoa bakeng sa resin ea epoxy e tlase, hammoho le phokotso ea tlhahiso ea indasteri le phokotso ea mojaro kotareng ea pele ho ea ho inventory, tlhahiso e lebelletsoe ho hola karolo 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 'me 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 ntse ho nahanoa ka litheko tse batlang li tiile tsa oli, indasteri ea propylene e lahleheloa ke sebaka se tlase sa 'maraka se fokotsehile, hammoho le liphetoho tsa tlhokeho ea theolelo e tlase. theko ea phenol acetone e batla e tiile, litheko tsa phenol li lebelletsoe ho fapana 7500-8300 yuan / ton, litheko tsa acetone li fapana ho 5800-6100 yuan / ton;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 ea kotara, Bisphenol A lisebelisoa tse ncha ha li fumanehe, lihlopha tse peli tsa lisebelisoa tsa lehae tse reriloeng ho lokisoa, bahlahisi ba bang ka phepelo ea 'maraka le tlhokahalo le moruo o mobe oa phello ea moroalo oa phokotso ea tlhahiso kapa ho tsoela pele, nakong ea phepelo e akaretsang le tlhokahalo e leka-lekaneng. Bisphenol A e lebelletsoe ho ntlafala ho feta kotara ea pele, empa phepelo e akaretsang e ntse e lekana, boholo ba mmaraka bo lebelletsoe ho Bisphenol A ho potoloha moeli oa litšenyehelo ho nyoloha le ho theosa le monyetla oa ho feto-fetoha ha maemo, boholo ba sepheo sa ho "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 boima ba phokotso ea tlhahiso, likhohlano lipakeng tsa phepelo le tlhoko 'marakeng ho feta kotara e fetileng kapa boiketlo, theko. phapang pakeng tsa libaka lebeletsoe ho narrow;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 lebelletsoe ho eketseha hanyenyane, mashala a bataletseng Shenma, Hainan Huasheng sesebelisoa se lebelletsoe ho qala tlhahiso kapa ho phahamisa mojaro, baetsi ba bang ka bomong ba na le merero ea Tlhahlobo, hammoho le ho ela hloko tšusumetso ea 'maraka o latelang ho qhelela ka thoko 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.