Takaitaccen Bayani: A rabin farko na shekarar 2023, kasuwar phenol ta cikin gida ta tashi ta kuma faɗi, kuma farashin ya samo asali ne daga abubuwan wadata da buƙata. Farashin ya yi ta canzawa tsakanin yuan 6000-8000 a kowace tan, wanda ya kasance a matakin ƙasa a cikin shekaru biyar da suka gabata. A cewar kididdigar Longzhong, matsakaicin farashin phenol a Gabashin China a rabin farko na shekarar 2023 shine yuan 7,410 a kowace tan, ƙasa da yuan 3,319 a kowace tan, ko 30.93%, idan aka kwatanta da yuan 10,729 a kowace tan a rabin farko na shekarar 2022. Mafi girman maki a rabin farko na shekarar shine yuan 8275 a kowace tan a ƙarshen watan Fabrairu; ƙaramin maki shine yuan 6200 a kowace tan a farkon watan Yuni.

1. Sharhin kasuwa

Hutun Sabuwar Shekara ya koma birnin, duk da cewa adadin kayayyakin tashar jiragen ruwa ta Jiangyin ya kai tan 11,000, amma idan aka yi la'akari da tasirin sabbin kayan aikin phenol ketone a cikin samarwa, siyan tashoshin jiragen ruwa ya ragu, raguwar kasuwa ta kara wa masana'antu jira da gani; Bayan da aka sanya sabbin kayan aiki a cikin samarwa kasa da yadda aka zata, wurin ya yi tsauri don kara wa kasuwa kwarin gwiwa, yayin da hutun bikin bazara ke gabatowa, juriyar sufuri tsakanin yankuna ya karu, kuma kasuwa ta koma yanayin rufewa a hankali. Bayan dawowa kasuwa a lokacin hutun bikin bazara, phenol ya yi maraba da kyakkyawan farawa, tare da karuwar yuan 400-500/ton a cikin kwanaki biyu kacal na aiki. Idan aka yi la'akari da farfadowar tashar jiragen ruwa bayan hutun, yana ɗaukar lokaci kafin kasuwa ta daina tashi da faduwa, lokacin da farashin ya yi kasa da yuan 7700/ton, idan aka yi la'akari da tsadar farashi da matsakaicin farashi, niyyar jigilar kaya ta samar da riba ta ragu. A watan Fabrairu, an yi amfani da na'urorin phenol ketone guda biyu a Lianyungang cikin sauƙi, an inganta haƙƙin yin magana game da kayayyakin cikin gida a kasuwar phenol, kuma aikin jiragen ruwa da kayan da aka shigo da su daga ƙasashen waje ya shafi kakin zuma da kakin zuma da ke cikin jigilar masu kaya. Duk da cewa jigilar kaya da kuma aikin tattaunawa a lokaci guda an fara ƙarfafa tallafin, kuma gabaɗaya kasuwar ta ƙaru kuma ta faɗi ƙasa. A watan Maris, farkon bisphenol A na ƙasa ya ragu, matsin lamba na gasa a cikin gida na resin phenolic ya ragu, raguwar buƙatun ya haifar da raguwar phenol a wurare da yawa, kodayake farashi mai yawa da matsakaicin farashi a lokacin don tallafawa kasuwa sama, amma babban abin da ba shi da sauƙi ba ne, kasuwar gajiya ta yi ta yaɗuwa a tsakaninsu lokaci-lokaci.

Daga watan Afrilu zuwa Mayu, na'urorin phenol ketone na cikin gida sun kawo lokacin kulawa mai ƙarfi, tasirin hulɗar wadata da buƙata, kasuwa a watan Afrilu ta gauraya, yanayin waje a watan Mayu ya yi rauni, ɓangaren buƙata ya yi jinkiri, gyaran na'urar yana da wahalar sakewa, yanayin koma baya da kasuwa ke jagoranta, kuma ƙarancin farashi ya ci gaba da ƙirƙira. Kusan tsakiyar watan Yuni, aikin bayar da tayin ya ƙara yawan masu masana'antar, yawan zagayawa a cikin gida ya ƙaru, matsin lamba na jigilar kaya ya ragu, sha'awar ta ƙaru, kuma cika tashar da ta dace kafin hutun bikin Dragon Boat, cibiyar tallafawa nauyi ta ƙaru a hankali. Bayan bikin Dragon Boat, aikin bayar da tayin kasuwa ya ƙare na ɗan lokaci, halartar masana'antu ta ragu, jigilar kayayyaki ta yi rauni, mayar da hankali ya nuna ɗan rauni, kuma ciniki ya yi shiru.

2. Matsi kan riba da asara

A rabin farko na shekarar 2023, matsakaicin ribar da kamfanonin phenol ketone ke samu shine -356 yuan/ton, raguwar kashi 138.83% a shekara-shekara, mafi girman darajar riba bayan tsakiyar watan Mayu shine yuan 217/ton, kuma mafi ƙarancin darajar shine -1134.75 yuan/ton a farkon watan Yuni. A rabin farko na shekarar 2023, jimillar ribar da na'urorin phenol ketone na cikin gida galibi ba ta da kyau, kuma jimillar lokacin ribar shine kimanin wata 1, kuma ribar ba ta wuce yuan 300/ton ba. Duk da cewa yanayin farashin kayan masarufi biyu a rabin farko na shekarar 2023 ya yi ƙasa da na wannan lokacin a shekarar 2022, farashin phenol ketone shi ma iri ɗaya ne, har ma ya fi muni fiye da ƙarshen kayan, kuma yanayin asarar riba yana da wahalar sassautawa.

3. Hasashen kasuwa

A rabin na biyu na shekarar 2023, bisa ga tsammanin za a fara amfani da sabbin na'urori na phenol na cikin gida da na ƙasa da bisphenol A, tsarin samarwa da buƙata zai ci gaba da kasancewa mafi rinjaye, kuma kasuwa za ta kasance mai canzawa ko kuma ta al'ada. Dangane da tsarin samar da sabbin na'urori, gasar da ke tsakanin kayayyaki na cikin gida da na shigo da su, kayayyakin cikin gida da na cikin gida za ta ƙara ƙarfi, yanayin farawa da tsayawa na na'urorin phenol ketone na cikin gida yana canzawa, kuma yanayin gasar fitarwa da na cikin gida a wasu yankuna na ƙasa da ƙasa za a iya rage shi, saurin samar da sabon bisphenol A da fara sabbin na'urori suma suna da matuƙar muhimmanci, ba shakka, idan aka ci gaba da asarar da ake samu a kamfanonin phenol ketone. Hakanan ana buƙatar a sa ido kan farashi da farashi. Dangane da yanayin da tushen samarwa da buƙata za su fuskanta da kuma yanayin riba da asara na yanzu, ana sa ran kasuwar phenol na cikin gida a rabin na biyu na shekara yana da wuya a sami babban aikin haɓakawa da faɗuwa, kuma ana sa ran kewayon canjin farashi zai kasance yuan 6200-7500/ton.