בכל שוק הביספנול A של השנה, המחיר בעצם נמוך מ-10000 יואן (מחיר טון, זהה להלן), השונה מהתקופה המפוארת של יותר מ-20000 יואן בשנים קודמות. The author believes that the imbalance between supply and demand restricts the market, and the industry is moving forward under pressure. Prices below 10000 yuan may become the norm in the future bisphenol A market.
Secondly, corporate profits are not optimistic. Since the beginning of this year, the prosperity of the bisphenol A industry chain has been declining. From the perspective of upstream raw materials, The phenolic ketone market is interpreted as the “phenolic ketone market” M The trend is that in the first quarter, phenolic ketone enterprises were basically in a loss state, and in the second quarter, most enterprises turned positive profits. However, in mid May, the phenolic ketone market broke through the downward trend, with acetone falling by more than 1000 yuan and phenol falling by more than 600 yuan, directly improving the profitability of bisphenol a enterprises. However, even so, the bisphenol a industry is still hovering around the cost line. נכון לעכשיו, מכשירי ביספנול א' ממשיכים להתחזק, ושיעור ניצול הקיבולת של התעשייה ירד. The maintenance season is over After the deadline, it is expected that the overall supply of bisphenol A will increase, and competitive pressure may continue to increase at that time. The profit outlook is still not optimistic.
זמן פרסום: יוני-07-2023