I ka makahiki 2023, ua hōʻike ke kumukūʻai o ka mākeke resin epoxy o Kina i nā ʻano loli like ʻole, a ua emi nui ka mākeke ma hope o ka piʻi ʻana mai Ianuali a Kepakemapa. ʻO ke kiʻekiʻe loa o ka resin epoxy wai i ka makahiki i hiki mai i ka hoʻomaka o Pepeluali, ʻo ke kumukūʻai ma kahi o 15,700 yuan/ton, a ʻo ke kiʻekiʻe loa o ka resin epoxy paʻa i hiki mai i ka waena a hiki i ka hopena o Kepakemapa, ʻo ke kumukūʻai ma kahi o 15,100 yuan/ton. ʻO ke kiʻekiʻe haʻahaʻa loa i ka waena a hiki i ka hopena o Iune, a ʻo ke kumukūʻai resin ma kahi o 11900-12000 yuan/ton.

I ka lā 21 o Kepakemapa, ʻo ka loaʻa kālā nui o ka resin epoxy wai i ka hapaha ʻekolu he -111 yuan/ton, a ʻo ka loaʻa kālā nui o ka resin epoxy paʻa he -37 yuan/ton, kahi i hoʻomau i ka emi ʻana i hoʻohālikelike ʻia me ka hapaha mua a me ka lua. Ua emi mālie ka ʻokoʻa kumukūʻai ma waena o ke kumukūʻai mākeke resin epoxy a me ke kumukūʻai, a ua loli ke kumukūʻai mākeke a puni ka laina kumukūʻai no ka manawa lōʻihi, a ua hana pū i kahi ʻaoʻao i lalo me ke kumukūʻai, e hopena ana i ka ʻomi nui ʻia o nā loaʻa o ka ʻoihana resin, a ua lilo ka pohō i mea maʻamau.

ʻO ka lua, ke hoʻomau nei ka hoʻonui ʻana o ka mana o ka ʻoihana, a ua haʻahaʻa ka nui o ka hoʻohana ʻana i ka mana

I ka makahiki 2023, e like me Kepakemapa, ʻo ka hiki ke hana i ka resin epoxy kūloko he 255,000 tons (Zhejiang Haobang 80,000 tons/makahiki, Anhui stellar phase I 25,000 tons/makahiki, Dongying Hebang 80,000 tons/makahiki, Neiqiu Xixin 20,000 tons/makahiki, Tongling Hengtai phase I 50,000 tons/makahiki), ua hōʻea ka huina o ka waihona hana resin epoxy kūloko i 3,267,500 tons/makahiki. I Kepakemapa, ʻo ka hana kūloko o ka resin epoxy he 1.232 miliona tons, he piʻi ʻana o 6.23%. ʻAʻole ma muli o ka hoʻomaikaʻi ʻana o ka nui o ka hoʻohana ʻana i ka mana o ka ʻoihana ka piʻi mālie ʻana o kāna hana, ʻo ia hoʻi ma muli o ka hoʻonui ʻana o nā mea pāʻani hou i ke kahua, a me ke kūpaʻa mālie o nā mea hana hou.

ʻO ke kolu, he paʻakikī ke manaʻolana i ka hoʻohana ʻana o ka ʻoihana hope loa

Ma ka ʻoihana waiwai paʻa, i ka wā waena a me ka lōʻihi, ua emi ka ulu ʻana o ka heluna kanaka, ua lohi ke kūlanakauhale, ua nāwaliwali nā ʻano hoʻopukapuka hale, ua hoʻi mālie ka waiwai paʻa i nā ʻano noho, a ua emi ka noi hale. ʻAʻole i paʻa nā kumukūʻai hale, a ʻoi aku ka kali a ʻike o nā mea kūʻai aku ma lalo o ke kumumanaʻo o "kūʻai ʻana a ʻaʻole kūʻai i lalo." Wahi a ka loiloi ʻikepili pili, mai Ianuali a ʻAukake, ua hoʻomau ka emi ʻana o ka hoʻopukapuka hoʻomohala waiwai paʻa aupuni i ka hoʻonui ʻana, i ʻAukake, ua emi ka helu kuhikuhi hoʻonui waiwai paʻa no ʻehā mahina i ka lālani, mai Ianuali a ʻAukake, ʻo ka hoʻopukapuka hoʻomohala waiwai paʻa aupuni o 7.69 biliona yuan, i lalo 8.8%; Mai Ianuali a ʻAukake, ʻo ka wahi kūʻai aku o nā hale kūʻai he 739.49 miliona mika kuea, i lalo 7.1% makahiki-ma-makahiki, kahi i emi ai ka wahi kūʻai aku o nā hale noho 5.5%. ʻO ka nui o ke kūʻai aku o nā hale kūʻai he 7,815.8 biliona yuan, i lalo 3.2%, kahi i emi ai ka nui o ke kūʻai aku o nā hale noho 1.5%.

Ma ka ʻoihana mana makani, e like me ka nānā ʻana i ka ʻikepili o Longzhong Information, ʻo ka mana hou i hoʻokomo ʻia o ka mana makani kūloko mai Ianuali a Iulai 2023 he 26.31GW, +73.22% makahiki-ma-makahiki; Mai Ianuali a Iulai, ʻo ka mana i hoʻokomo ʻia o ka mana makani he 392.91GW, +14.32% makahiki-ma-makahiki. Mai Ianuali a Iulai, ʻo ka hoʻohana ʻana o ka resin epoxy he 11,800 tons, +76.06% makahiki-ma-makahiki. I ka hapaha ʻehā, ua manaʻo ʻia he paʻakikī ka ʻoihana mana makani e loaʻa kahi maikaʻi koʻikoʻi, a ua manaʻo ʻia ʻo ka mana hou i hoʻokomo ʻia o ka mana makani kūloko ma kahi o 45-50GW i ka makahiki 2023, a ʻo ka hoʻohana ʻana o ka resin epoxy ma kahi o 200,000 tons.

ʻO ke ʻano uila a me ka uila, ʻo ka pūnaewele aupuni, nā papahana ʻoihana i ke kākoʻo kulekele aupuni e ulu ana, akā ʻaʻole e ulu nui ana ka ʻoihana pā keleawe, ua hoʻomaka ʻo Sheng Benefit a me nā ʻoihana alakaʻi ʻē aʻe i Kepakemapa ma kahi o 8-90%, kahi recession o 10-20% ma mua o ka makahiki i hala, ua hoʻomaka nā hale hana liʻiliʻi ʻelua a me ke kolu o ka laina 5-60%, kahi recession o 30% -40% ma mua o ka makahiki i hala, ma hope o ka wā ahulau, ʻoi aku ka liʻiliʻi o ka hoʻōla waiwai ma mua o ka mea i manaʻo ʻia.

I ka hapaha ʻehā, ʻo ka ʻaoʻao kumukūʻai, He nui nā ʻāpana hou o ka bisphenol A e hoʻolālā e hoʻokomo i ka hana, Gulf chemical, Hengli Petrochemical, Longjiang Chemical a me nā mea ʻē aʻe 900,000 tons/makahiki hana e kokoke ana e komo, he paʻakikī ke koi ma ke kikowaena iho e hoʻomaikaʻi i nā manaʻolana, ke hoʻomau nei ke koi i nā ʻano mākeke. Eia nō naʻe, i ka hapaha ʻekolu, ua piʻi ka ʻaila maka honua i A kiʻekiʻe, ua piʻi ke kikowaena o luna o ka umekaumaha, loaʻa i ka hapaha ʻehā a i ʻole ke kahua ke kākoʻo mai ka ʻaoʻao kumukūʻai, akā i loko o ke ʻano o ke koi a me ka lako, ua makaʻala ka ʻoihana, ua manaʻo ʻia e loaʻa paha i ka hapaha ʻehā bisphenol A kahi ʻano i lalo, akā ma lalo o ke kākoʻo o ka lalo o ka ʻaoʻao kumukūʻai, ka emi ʻana o ka helu a i ʻole ka palena; E hoʻomau ka Epichlorohydrin i ka lana ma ka pae haʻahaʻa, e hoʻonui ka lako mākeke, e hoʻi ka mea hana kaʻa mua i ka maʻamau, a e hoʻokomo pū ʻia nā mea hana hou e like me Jinbang ma Hebei a me Sanyue ma Shandong i ka hana ʻana ma hope o kekahi, a ʻaʻole e hoʻemi ʻia ke kaomi hoʻokūkū mākeke. Ma ka ʻaoʻao hoʻolako, mai ʻOkakopa a Nowemapa, aia nō i ka ʻāina ʻo Anhui ʻelua mau seti o nā lako resin epoxy hou i hoʻokomo ʻia i ka hana, i ka hopena o 2023, ua piʻi ka mana hana resin epoxy kūloko i 3.482,500 tons/makahiki, ʻoi aku ka nui o ka lako. Ma ka ʻaoʻao koi, ʻo ka hapa nui o nā ʻoihana uhi iho, ka mana makani, nā ʻoihana uila a me nā ʻoihana uila e hoʻonohonoho wale ʻia e hoʻopiha i nā kūlana, a he paʻakikī ke hoʻololi nui i ke koi holoʻokoʻa. I ka hōʻuluʻulu manaʻo, aia nō ke kūʻē ma waena o ka lako a me ke koi o ka resin epoxy kūloko, ke loli nei ke kumukūʻai mākeke i ka hapaha ʻehā a i ʻole a puni ka laina kumukūʻai, aia ka pae kumukūʻai ma kahi o 13500-15500 yuan/ton, ua ʻōlelo ʻia e makaʻala ka ʻoihana.