A shekarar 2023, resin epoxy na cikin gida ya ci gaba da faɗaɗa ƙarfinsa, amma farfaɗowar buƙatun da ke ƙasa ba ta kai yadda ake tsammani ba, an nuna rashin jituwa tsakanin wadatar kasuwa da buƙata, kuma farashin kasuwa gaba ɗaya yana nuna raguwar yanayin. Rage ribar resin epoxy da raguwar amfani da ƙarfin masana'antu sun zama halayen aikin kasuwa a rabin farko na 2023, amma yawan fitar da resin epoxy ya ƙaru sosai idan aka kwatanta da wannan lokacin a bara, kuma shigo da kaya ya ragu sosai. Waɗanne sabbin yanayi ne a kasuwar resin epoxy da za a damu da su, kuma ta yaya kasuwar nan gaba za ta bunƙasa?

Binciken halayen aiki na kasuwar resin epoxy a rabin farko na 2023:

1. Ana ci gaba da fitar da sabon ƙarfin samar da resin epoxy, kuma yawan samarwa a cikin gida yana ƙaruwa

A cewar kididdigar bayanan sa ido kan bayanai na Longzhong, daga watan Janairu zuwa Yunin 2023, karfin samar da resin epoxy na cikin gida ya karu zuwa tan 3.182,500 a kowace shekara, kuma an kara sabbin kamfanoni uku, Zhejiang Haobang Phase II tan 80,000 a kowace shekara, Anhui star tan 25,000 a kowace shekara, Dongying Hebang tan 80,000 a kowace shekara, tare da jimillar sabon karfin samar da tan 185,000. Yawan samar da resin na wata-wata ya karu zuwa tan 265,200, karuwar kashi 16.98%.

2, farashin resin epoxy ya ragu, canjin yanayin gabaɗaya yana da matsakaici

Tun daga shekarar 2023, farashin resin epoxy na cikin gida ya ragu sosai. A cewar bayanan sa ido na Longzhong Information, ya zuwa ranar 30 ga watan Yuni, babban tattaunawar da aka yi kan resin epoxy na ruwa a Gabashin China ya kasance yuan 12,000-12,500 a kowace tan, ya ragu da yuan 2,700 a kowace tan daga farkon shekarar, ya ragu da kashi 18.12%; Babban farashin da aka yi kan resin epoxy na daskararru a yankin Huangshan ya kai yuan 12,000-12,500 a kowace tan, ya ragu da yuan 2,300 a kowace tan daga farkon shekarar, ya ragu da kashi 15.97%. A rabin farko na shekarar, yawan canjin kasuwa ya kasance yuan 12,000-15,700 a kowace tan, tare da matsakaicin girman yuan 3,700 a kowace tan, yayin da a daidai wannan lokacin na bara, kewayon canjin ya kasance yuan 20800-29300 a kowace tan, tare da matsakaicin girman yuan 8,500 a kowace tan. Akasin haka, canjin farashin kasuwar resin a rabin farko na shekarar 2023 ya yi ƙasa sosai fiye da na lokacin da ya gabata.

3, jimlar ribar da ke tattare da resin epoxy ya ragu sosai, kuma yawan amfani da ruwa ya ragu sosai

A rabin farko na shekarar 2023, karuwar amfani da na'urorin lantarki bai kai yadda ake tsammani ba, sabanin da ke tsakanin wadata da buƙatar resin epoxy ya bayyana, kuma farashin kasuwa gaba ɗaya ya ragu. Duk da cewa cibiyar nauyi ta albarkatun ƙasa ma tana da rauni, raguwar ta fi ta resin epoxy ƙanƙanta, kuma resin epoxy ya shiga cikin asara tun watan Fabrairu. A ƙarshen watan Yuni, asarar ta kai yuan 788/ton ga resin epoxy mai ruwa da yuan 657/ton ga resin epoxy mai ƙarfi. Saboda asarar riba mai yawa a masana'antar, masana'antun resin epoxy mai ruwa sun rage samarwa da kuma ƙiyasin da ba su da kyau, wasu masana'antun sun yi amfani da damar don gyara, kuma ƙimar amfani da ƙarfin masana'antar resin epoxy mai ruwa ya ci gaba da raguwa, yana faɗuwa zuwa cikin kashi 40% a watan Yuni.

4, shigo da epoxy resin ya ragu sosai, amma fitar da kayayyaki ya karu sosai

A cewar bayanan sa ido na Longzhong Information, jimillar man fetur da aka shigo da shi daga watan Janairu zuwa Mayu ya kai tan 66,600 a kasar Sin, wanda ya ragu da kashi 38% idan aka kwatanta da lokacin da aka yi a bara. A cewar binciken, fadada karfin samar da man fetur da aka fitar daga kasar Sin, karuwar yawan kayayyakin da ake samarwa a cikin gida, da kuma raguwar dogaro da man fetur da aka fitar daga kasar Sin su ne manyan dalilan da suka haifar da raguwar man fetur da aka shigo da shi daga kasar Sin. Fitar da man fetur ya karu sosai, kuma fitar da man fetur ya zama hanya mai inganci ta amfani da man fetur da aka fitar daga kasar Sin. Daga watan Janairu zuwa watan Mayu, jimillar man fetur da aka fitar daga kasar Sin ya kai tan 76,900, wanda ya karu da kusan kashi 77% a cikin wannan lokacin a bara.

A halin yanzu, ya shiga rabin shekara ta biyu, kuma cibiyar farashin man fetur na epoxy ya sake farfadowa kuma ya tashi a ƙarƙashin tallafin farashi, amma babu wani ci gaba mai mahimmanci a cikin buƙatar man fetur. Ana ci gaba da ganin wadatar kasuwa, farashi da kuma bin diddigin buƙatun man fetur.

1. Bangaren wadata: Ana sa ran samar da kayayyakin epoxy resin zai karu

A cewar bayanan sa ido na Longzhong Information, bayan ƙarshen shekarar 2023, har yanzu akwai sama da tan 350,000 na sabon ƙarfin samar da resin epoxy da aka shirya samarwa, lokacin da tushen samar da resin epoxy na China ke ci gaba da faɗaɗa, wadatar da ake samu a cikin gida za ta ƙaru.

2. Kudin: tallafi na gaba ɗaya

A rabin na biyu na shekarar 2023, bisphenol A har yanzu yana cikin zagayen faɗaɗa ƙarfin aiki na tsakiya, kuma ana shirin saka kayan aiki sama da tan miliyan 1.5 a kowace shekara, yayin da wani kayan aikin epichlorohydrin shi ma yana da faɗaɗa ƙarfin aiki, kuma yawan kayan aikin zai ci gaba da wadatarwa, kuma yawancin kamfanoni suna tsammanin kasuwa za ta ragu a rabin na biyu na shekara. Gabaɗaya, tallafin kayan aikin da aka yi ninki biyu don kasuwar epoxy resin gabaɗaya ne.

3, buƙata: kawai ana buƙatar bin diddigin lamarin, yana da wuya a inganta sosai

Daga ɓangaren mabukaci, resin epoxy galibi suna da yawa a ƙarƙashin ikon iska, allunan jan ƙarfe, rufin rufi da sauransu. Duk da haka, a rabin na biyu na shekara, amfani da resin epoxy na ƙarshe har yanzu ba shi da wani tasiri. Daga mahangar masana'antar samar da wutar lantarki ta iska, a shekarar 2022, masana'antun samar da wutar lantarki ta iska na China sun lashe jimillar ayyuka 446, jimillar ƙarfin wutar lantarki ta 86.9GW, ƙaruwar kashi 60.63%, mafi girma, gami da iskar ƙasa 71.2GW, iskar teku 15.7GW. Idan aka yi la'akari da zagayowar gini na kimanin shekara guda bayan kammala tayin samar da wutar lantarki ta iska, bankin yana sa ran cewa ana sa ran sabon ƙarfin wutar lantarki ta ƙasa zai wuce 55GW a shekarar 2023, ƙaruwar kusan kashi 60%. Sabbin ƙarfin wutar lantarki da aka shigar ta iska ya fi 10GW, fiye da ninki biyu na buƙatar wutar lantarki ta iska don resin epoxy ya kasance mai ƙarfi, kasuwa har yanzu tana iya ƙara wasu kwarin gwiwa. Duk da haka, dangane da faranti da rufin jan ƙarfe, buƙatar a rabin na biyu na shekara daga Yuli zuwa Agusta ba ta da ƙarfi sosai, buƙatar resin epoxy ta ragu, kuma ana buƙatar a bi diddigin ta, wanda hakan yana da wuya a samar da tallafi mai kyau ga kasuwa. Gabaɗaya, a rabin na biyu na 2023, buƙatar resin da ke ƙasa yana da wuya a sami manyan ɗimbin haske.