Hōʻuluʻulu Semi-makahiki o ka ʻoihana epoxy resin

2021-07-12

ʻO ka hapa mua o 2021 he makahiki kūikawā no ka ʻoihana epoxy resin.


  ʻO ka hapa mua o 2021 he makahiki kūikawā no ka ʻoihana epoxy resin. E hoʻomaka ana i ka hapa lua o 2020, i alakaʻi ʻia e ka wikiwiki e hoʻokomo i ka mana makani, ua pahū ka noi o ka ʻoihana, a e hoʻomau ka boom a hiki i ka hapaha mua o 2021. I kēia manawa, ma muli o nā kumu e like me ka hoʻokuʻu ʻana o ka hana ma ka home a ma waho a me ka piʻi ʻana o nā kumukūʻai maka, ʻoi aku ke kumu kūʻai o ka epoxy resin ma mua o ka "kumukūʻai lani" ma mua o 40,000/ton.


  I ka hapaha ʻelua, ʻoiai ua hāʻule iki ke kumukūʻai o ka epoxy resin, aia nō ke kumukūʻai ma ke kiʻekiʻe o ka mōʻaukala, a ua mau ka hoihoi o ka ʻoihana. Ma muli o nā manaʻo maikaʻi o ka mākeke a me nā kūlana mākeke wela, ua makemake nui nā ʻoihana epoxy resin e hoʻonui i ka hana, a ua huki pū lākou i nā mea komo hou i ka ʻoihana. I ka hapa mua o ka makahiki, epoxy 

ua pūlima pū ʻia nā papahana kaulahao ʻoihana resin. Wahi a nā helu helu piha ʻole mai ACMI, ua manaʻo ʻia ma ka hopena o 2021, e hoʻonui ka epoxy resin o Kina i kāna hana hana e 660,000 tons i kēlā me kēia makahiki, e lilo ana i ka wikiwiki o ka hoʻokuʻu ʻana i ka mana hana i nā makahiki i hala. Wahi a ka hoʻolālā o kēia manawa, ua manaʻo ʻia ma ka pau ʻana o ka manawa "14th Five-Year Plan", e hiki aku ana ka mana hana hou epoxy resin o Kina ma mua o 2.4 miliona tons i kēlā me kēia makahiki.


  E like me kā mākou ʻike, ʻo ka epoxy resin ka mea nui o ka pepa FR4 a me 3240 Epoxy Resin Sheet, no laila pono mākou e nānā nui i kēlā me kēia nūhou e pili ana i ka epoxy resin.


1. ʻO ke kumu kūʻai o nā mea waiwai nui


  I ka hapa mua o 2021, ua piʻi nui nā kumukūʻai aila ʻaila honua, mai 47 US kālā no ka barela i ka hoʻomaka ʻana o ka makahiki i ʻoi aku ma mua o 70 US kālā no ka barela, he hapalua makahiki ka piʻi ʻana ma luna o 50%. Eia kekahi, ʻoi aku ka manaʻo o ka poʻe mākeke e pili ana i ka nānā ʻana i nā kumukūʻai aila honua. Ua ʻōlelo mua nā luna hoʻokō o nā hui kālepa aila nui e like me Victor, Glencore a me Trafigura, aia nō kahi lumi no ka piʻi ʻana o ke kumukūʻai aila, me ka hiki ke piʻi i US $100 no ka barela.


FR4 pepa

ʻO ke kumu kūʻai ʻaila ʻaila WTI (USD / barela)


  I ka hapa mua o ka makahiki, ʻo nā kumu waiwai nui o ka bisphenol A-phenol a me ka acetone, a me nā mea waiwai nui o ka epichlorohydrin-propylene a me ka glycerin, ua hoʻonui ʻia nā kumukūʻai o nā kumu waiwai ʻehā, kūpaʻa a emi iho. ʻO ka piʻi nui ka phenol, nona ke kumukūʻai ma kahi o 10,000 yuan, a ua piʻi nui ke kumukūʻai hana o bisphenol A. ʻO ke ʻano glycerin i kēia manawa ke kaʻina hana nui o ka epichlorohydrin ma Kina, a ʻo ka mana hana o cyclochloride ma ke ʻano glycerin e pili ana i ka 57%. Ke hoʻomau nei ke kumukūʻai o ka glycerin i ke kiʻekiʻe, ka mea i lawe mai i ke koʻikoʻi nui i nā ʻoihana hana chlorine ring.


  Aia nā kumukūʻai ma ka mākeke East China.


  Phenol: hoʻomau i ka piʻi, mai 6,100 yuan / ton i ka hoʻomaka o ka makahiki a hiki i 9,500 yuan / ton i ka hopena o Iune, he piʻi o 55.7% i ka hapa mua o ka makahiki;


  Acetone: Ua hāʻule ka pae kiʻekiʻe, mai 5,900 yuan/ton i ka hoʻomaka ʻana o ka makahiki a i 9,300 yuan/ton i ka hoʻomaka ʻana o Malaki, a laila hāʻule hou i 5,000 yuan/ton i ka hopena o Iune, a me ka hāʻule holoʻokoʻa i ka hapa mua. o ka makahiki he 18%;


  Propylene: ala mua a hāʻule, ʻo ke kumukūʻai i ka hoʻomaka ʻana o ka makahiki a me ka waena o ka makahiki ua like nō ia, ma kahi o 7,500 yuan/ton;


  95% glycerin: ala mua a hoʻopaʻa ʻia, piʻi mai 4,900 yuan / ton i ka hoʻomaka o ka makahiki a i 8,000 yuan / ton i ka hopena o ʻApelila, a laila paʻa ka hana. I ka hopena o Iune, ʻo ke kumukūʻai ma kahi o 7,500 yuan / ton, kahi hoʻonui o 53.1% i ka hapa mua o ka makahiki.


3240 Epoxy Resin Pepa

Na Kumukuai o na Lawai Makai Mauna o ka Hapa Mua o ka Makahiki


2. ʻO ke kumukūʻai kumukūʻai o nā huahana nui i ka kaulahao ʻoihana epoxy resin


  I ka hapa mua o 2021, ua ʻike ka mākeke resin epoxy home i nā piʻi nui a i lalo. I ka makahiki 2021, e piʻi aʻe ka ʻoihana kemika maʻamau, a e hōʻike ka ʻoihana epoxy resin i kahi kiʻekiʻe o ka pōmaikaʻi ma muli o nā hopena i hui pū ʻia o ka hoʻonui ʻana o waho + ka hoʻihoʻi ʻana i ka maʻi maʻi +


  I Pepeluali, i hoʻopilikia ʻia e ka nalu anu ma ʻAmelika Hui Pū ʻIa, nui nā pūʻulu phenol ketone a me nā mea kanu bisphenol A i waho, a ua hoʻomaka nā PC a me nā mea hana epoxy resin i ke kaua no nā mea maka. Ua piʻi mau ka BPA. Ua hoʻomau ke kumukūʻai kiʻekiʻe no kekahi mau mahina. E paipai i ka piʻi holoʻokoʻa o ka ʻoihana epoxy resin holoʻokoʻa.


  I ka waena o ʻApelila, hiki i ka ʻoihana resin epoxy i kona wā kiʻekiʻe. Ua ʻoi aku ke kumukūʻai o ka resin wai ma mua o 40,000 yuan/ton. ʻO ka hoʻomanawanui o lalo o nā kumu kumu kūʻai kiʻekiʻe i hiki ke kiʻekiʻe, a ua hoʻomaka ka mākeke e emi iho. I ka hapaha ʻelua, ʻoi aku ka kiʻekiʻe o ka hana o ka bisphenol A a me nā hale hana epoxy resin, a ua lawa ka mākeke. Eia kekahi, ua komo ka ʻoihana i ka wā o waho i ka waena o ka makahiki a ʻaʻole lawa ke kākoʻo koi. Ua wehe ka ʻoihana epoxy resin i kahi kahawai i lalo lōʻihi. Ma ka hoʻoholo ʻana mai ka pōʻaiapuni ʻikepili lōʻihi, ʻo ke kumu kūʻai o ka wai epoxy resin ma ke ʻano he 15,000 a me 25,000 yuan/ton, a ʻo ke kumukūʻai epoxy i kēia manawa aia nō i kahi kiʻekiʻe o ka mōʻaukala.


  Mai ka hiʻohiʻona o ke kumukūʻai kumukūʻai, ʻokoʻa like ke ʻano o ke kumukūʻai o nā huahana ʻehā. Ua piʻi lākou mai Ianuali a waena o ʻApelila, a laila lele i lalo:


  E51: Mai ka 21,500 yuan/ton i ka hoʻomaka ʻana o ka makahiki a i ka 41,000 yuan/ton i ka waena o ʻApelila, a laila iho i ka 25,500 yuan/ton i ka hopena o Iune, ʻo ka piʻi nui o ka hapa mua o ka makahiki he 18.6% ;


  E12: Mai ka 17,500 yuan/ton i ka hoʻomaka o ka makahiki a hiki i 34,000 yuan/ton i ka waena o ʻApelila, a laila iho i ka 24,300 yuan/ton/ton i ka hopena o Iune, ʻo ka piʻi holoʻokoʻa o ka hapa mua o ka makahiki. 38.9%


  Bisphenol A: mai 12,700 yuan/ton i ka hoʻomaka o ka makahiki a i 30,000 yuan/ton i ka waena o ʻApelila, a laila iho i ka 20,300 yuan/ton i ka hopena o Iune. ʻO ka piʻi nui o ka hapa mua o ka makahiki he 59.8%


  Epichlorohydrin: mai 11,700 yuan/ton i ka hoʻomaka ʻana o ka makahiki a i 16,600 yuan/ton i ka waena o ʻApelila, a laila iho i ka 12,800 yuan/ton i ka hopena o Iune, he piʻi holoʻokoʻa o 9.4% i ka hapa mua o ka makahiki .


3240 Pepa Epoxy

Kumukuai o ka Epoxy Resin Industry Chain i ka hapa mua o ka makahiki


3. lawe mai a lawe aku


Ianuali-Mei 2021:


  He 153,000 tons ka huina hookomo o ka epoxy resin, he 22.8% ka nui o ka makahiki ma ka makahiki; ʻo ka huina nui o ka hoʻopuka ʻana he 36,300 tons, ʻo ka piʻi ʻana o ka makahiki he 84.2%;


  He 200.6 miliona mau tona ka huina hookomo o bisphenol A, he 23.8% ka nui o ka makahiki ma ka makahiki; ʻo ka nui o ka nui o ka lawe ʻana aku he 2,149 tons, he 41.9% ka emi ʻana o ka makahiki ma ka makahiki;


  ʻO ka nui o ka lawe ʻana mai o ka epichlorohydrin he 859 tons, he 69.6% ka emi ʻana o ka makahiki ma ka makahiki; ʻO ka nui o ka hoʻokuʻu ʻana he 22,400 tons, he piʻi makahiki i ka makahiki he 51.6%.


  Hōʻuluʻulu manaʻo: Ua ulu mau ka nui o ka epoxy resin, ʻoi aku hoʻi ma Mei, i ka wā i ʻoi aku ai ka nui o ka lawe ʻana aku ma mua o 10,000 tons; Pono ka BPA i ka nui o nā mea i lawe ʻia mai, "ma loko wale nō akā ʻaʻole i waho", ʻoi aku ka nui o ka hoʻokuʻu ʻana ma Mei he helu hoʻokahi wale nō; Ma hope o nā makahiki o ka anti-dumping, ua lilo ka cyclochlorine iā ia iho i nā makahiki i hala iho nei mai nā mea i lawe ʻia ma mua o ka nui, a hiki ke hoʻokuʻu ʻia i nā mea liʻiliʻi.


FR4 Papa Hookuonoono

ʻO ka nui o ka lawe ʻana a me ka hoʻokuʻu ʻana o nā huahana nui o ke kaulahao ʻoihana Epoxy mai Ianuali a Mei 2021 (Ton)

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