I te tau 2023, he maha ngā piki me ngā heke o te utu o te mākete kapia epoxy o Haina, ā, kua tino heke te mākete i muri i te pikinga mai i Hānuere ki Hepetema. Ko te taumata teitei rawa o te kapia epoxy wai i te tau i puta i te tīmatanga o Pēpuere, ko te utu tata ki te 15,700 yuan/tana, ā, ko te taumata teitei rawa o te kapia epoxy totoka i puta i waenganui ki te mutunga o Hepetema, ko te utu tata ki te 15,100 yuan/tana. Ko te taumata iti rawa i waenganui ki te mutunga o Hune, ā, ko te utu kapia tata ki te 11900-12000 yuan/tana.

I te 21 o Hepetema, ko te hua moni katoa o te kapia epoxy wai i te hauwhā tuatoru ko -111 yuan/tana, ā, ko te hua moni katoa o te kapia epoxy totoka ko -37 yuan/tana, e heke haere tonu ana i te whakataurite ki te hauwhā tuatahi me te hauwhā tuarua. Kua āta whakawhāitihia te rerekētanga utu i waenga i te utu mākete o te kapia epoxy me te utu, ā, kua roa te piki me te heke o te utu mākete, ā, kua huripokitia te utu mākete i te rārangi utu, ā, kua huripokitia te utu, ā, kua tino pēhia ngā hua o te umanga kapia, ā, kua noho te mate hei mea noa.

Tuarua, kei te piki haere tonu te kaha o te umanga, ā, he iti te reiti whakamahi kaha.

I te tau 2023, tae noa ki te marama o Hepetema, ko te kaha whakaputa kapia epoxy ā-rohe he 255,000 tana (Zhejiang Haobang 80,000 tana/tau, Anhui whetu wāhanga I 25,000 tana/tau, Dongying Hebang 80,000 tana/tau, Neiqiu Xixin 20,000 tana/tau, Tongling Hengtai wāhanga I 50,000 tana/tau), ko te katoa o te turanga whakaputa kapia epoxy ā-rohe i eke ki te 3,267,500 tana/tau. I te marama o Hepetema, ko te hanga kapia epoxy ā-rohe he 1.232 miriona tana, he pikinga 6.23%. Ko te pikinga āta haere o tana putanga ehara i te mea nā te whakapainga o te tere whakamahinga kaha o te umanga, engari nā te pikinga o ngā kaitākaro hou i te mara, me te pumau āta haere o ngā taputapu hou.

Tuatoru, he uaua ki te tumanako kia pai te whakapau kaha ki te kai o te umanga whakamutunga

I roto i te umanga hoko whenua, i te wā waenga me te wā roa, kua heke te tipu o te taupori, kua puhoi te noho tāone, kua ngoikore ngā āhuatanga haumi whare, kua hoki mārire te hoko whenua ki ngā āhuatanga noho, ā, kua heke te tono mō ngā whare. Kāore anō kia tau te utu o ngā whare, ā, he nui ake te tatari me te titiro a ngā kaihoko i raro i te ariā o te "hoko ake, kaua e hoko iho." E ai ki ngā tātaritanga raraunga e tika ana, mai i Hanuere ki Ākuhata, i haere tonu te hekenga o te haumi whanaketanga whenua ā-motu, i te marama o Ākuhata, i heke te taupū pikinga whanaketanga whenua mō ngā marama e whā karapīpiti, mai i Hanuere ki Ākuhata, ko te haumi whanaketanga whenua ā-motu o te 7.69 piriona yuan, he hekenga 8.8%; Mai i Hanuere ki Ākuhata, ko te rohe hoko o ngā whare arumoni he 739.49 miriona mita pūrua, he hekenga 7.1% i ia tau, ā, ko te rohe hoko o ngā whare noho he hekenga 5.5%. Ko te rahinga hoko o ngā whare arumoni he 7,815.8 piriona yuan, he hekenga 3.2%, ā, ko te rahinga hoko o ngā whare noho he hekenga 1.5%.

I roto i te umanga hiko hau, e ai ki te aroturukitanga raraunga a Longzhong Information, ko te kaha hou kua tāutahia mō te hiko hau ā-whare mai i Hanuere ki Hūrae 2023 he 26.31GW, +73.22% tau-ki-te-tau; Mai i Hanuere ki Hūrae, ko te kaha katoa kua tāutahia mō te hiko hau he 392.91GW, +14.32% tau-ki-te-tau. Mai i Hanuere ki Hūrae, ko te whakamahinga o te kapia epoxy he 11,800 tana, +76.06% tau-ki-te-tau. I te hauwhā tuawhā, e matapaetia ana ka uaua te umanga hiko hau ki te whai hua nui, ā, e matapaetia ana ko te kaha hou kua tāutahia mō te hiko hau ā-whare ka tata ki te 45-50GW i te tau 2023, ā, ko te whakamahinga o te kapia epoxy ka tata ki te 200,000 tana.

I te tirohanga hikohiko me te hiko, ko te whatunga ā-motu, ko ngā kaupapa hanganga kei roto i te āhua tipu o te tautoko kaupapa here ā-motu, engari kāore te umanga pereti parahi i te tino puāwai, ko Sheng benefit me ētahi atu umanga matua i tīmata i te marama o Hepetema tata ki te 8-90%, he hekenga ohanga o te 10-20% i tērā tau, ko ngā wheketere iti tuarua me tuatoru i tīmata i te 5-60%, he hekenga ohanga o te 30%-40% i tērā tau, i muri i te wā mate urutā, he iti iho te whakaoranga ōhanga i te mea i tumanakohia.

I te hauwhā tuawhā, i te taha utu, he maha ngā waeine hou o te bisphenol A e whakamahere ana ki te whakaputa, ko Gulf chemical, Hengli Petrochemical, Longjiang Chemical me ētahi atu e tata ana ki te whakauru i te 900,000 tana/tau te kaha whakaputa, he uaua ki te whakapai ake i ngā tumanakohanga mō te tono i te pito whakararo, kei te whakawhāiti tonu te tono i ngā au o te mākete. Heoi, i te hauwhā tuatoru, i piki te hinu mata o te ao ki te teitei A, i piki te pokapū taumaha o runga, i te hauwhā tuawhā, i te wāhanga rānei, he tautoko mai i te taha utu, engari i roto i te horopaki o te tono me te tuku, kei te tupato te umanga, e tumanakohia ana ka heke te bisphenol A i te hauwhā tuawhā, engari i raro i te tautoko o te taha utu o raro, ka heke te tere, ka iti rānei; ka noho tonu a Epichlorohydrin i te awhe iti, ka piki ake te tuku mākete, ka hoki te taputapu waka-mua ki te noa, ā, ka tukuna hoki ngā taputapu hou pēnei i a Jinbang i Hebei me Sanyue i Shandong ki te whakaputa tetahi i muri i tetahi, ā, kāore e whakaitihia te pēhanga whakataetae mākete. I te taha tuku, mai i Oketopa ki Noema, e rua tonu ngā huinga taputapu hou mō te kapia epoxy kua whakamahia i te rohe o Anhui, ā, i te mutunga o te tau 2023, kua piki ake te kaha whakaputa kapia epoxy ā-rohe ki te 3.482,500 tana/tau, ā, kua nui ake te kaha tuku. I te taha tono, ko te nuinga o ngā ahumahi paninga o raro, te hau hiko, te hikohiko me te hikohiko kua whakaritea hei whakakī i ngā tūranga, ā, he uaua ki te whakarerekē i te tono whānui. Hei whakarāpopototanga, kei te noho tonu te taupatupatu i waenga i te tuku me te tono mō te kapia epoxy ā-rohe, kei te rerekē te utu mākete i te hauwhā tuawhā, i te taha rānei o te raina utu, kei te tata te awhe utu ki te 13500-15500 yuan/tana, me tūpato te umanga.