Value of market of domestic epoxy resin all the way shade drops, at present the price falls to 5 years of lowest. End at present mainstream of colophony of liquid of Hua Dong market all price has fallen to 13600-14200 yuan / ton.
Propped up as a result of colophony cost 2023 ceaseless and abate, spot market price also glides ceaselessly, price of domestic epoxy resin glided 4 years considerably in the past compared to the same period first quarter, first quarter epoxy resin of Hua Dong liquid all valence 14691 yuan / ton, drop compared to the same period 46.6% ; Solid epoxy resin all valence 14040 yuan / ton, drop compared to the same period 41.07% , price of current epoxy resin has fallen to nearly 5 years of lowest.
In recent years domestic epoxy resin appears to beg a situation for be more than from beginning to end, this causes a trade competition is intense, whole is produced can utilization rate is not high, especially 2023 first quarter, colophony price falls to cost line around succeed add glides to deficit, gross profit of factory of liquid epoxy resin is hanged, average start working leads the industry to be become in 4-5 only.
From market supply and demand main area looks, new increase production of domestic epoxy resin can body amount is huge, as new increase production can release, epoxy resin is produced can grow considerably, and the addition of downstream demand is slow.
From the point of 2023, the plan is added newly first half of the year reach new already increase production to already can amount to 580 thousand tons, occupy entire industry is produced by 2022 can nearly 20% . Among them new first quarter increase production can 130 thousand tons, 2 quarters plan to add 450 thousand tons newly.
Add 2 enterprises newly first quarter to add up to 130 thousand tons / year. In Feburary limited company of chemical industry of nation of Zhejiang a person of extraordinary powers 80 thousand tons / year epoxy resin unit is successful put into production, anhui star is new in Feburary limited company of material science and technology 50 thousand tons / year epoxy resin unit is successful put into production.
2 quarters predict to 5 plan to build unit go into operation, new increase production can add up to 450 thousand tons / year, at the appointed time industry of domestic epoxy resin is checked produce can will achieve 3.58 million tons.
From demand end looks, reach terminal downstream first quarter consumption is far anticipate not as good as, industry of the cable that divide wind is in firm syncopation to increase position to epoxy resin demand, industry of short duration does not have other coating, electron to change apparently, bring about unbalance of market supply and demand remarkable.
With epoxy resin relevant terminal industry estate did not anabiosis in the round, although buy a house person confidence is built again stage by stage, land market was answered continuously in March lukewarm, but 300 towns house clinchs a deal with the ground build a face to still be in calendar year inferior level, sell annulus comparing actually to add fast under supply add fast, from the point of data side real-estate industry anabiosises not completely first quarter, bearing of situation of 2 quarters trade still remains to promote.
End dimensions of invite public bidding of end country fan amounts to 2 billion GW first quarter, than last year the corresponding period grows 16% , but this year business of industry of above of 1-2 month dimensions goes compared to the same period annual interest embellish appears to lose growth case apparently, although fan industry maintains,grow continuously, but add fast predict finite. And sole of price of domestic epoxy resin drops to nearly 3 years of nadirs, for avoid risk after this of company of downstream wind phone or will adopt dispersive type to take goods pattern, finite to increment of epoxy resin consumption.
The yield that faces domestic increase sharply can and demand increment is finite, our country epoxy resin presents entrance atrophy gradually, export increases situation ceaselessly. Especially this year, epoxy resin exit starts 1-2 month the history is new tall, domestic epoxy resin exports a quantity to achieve twenty-eight thousand three hundred tons, relatively grew 78.75% 2022. 2 quarters still have overlay a large number of new increase production can put in, predict to exported a quantity to still maintain higher level March, predict to export a quantity always first quarter to will exceed 40 thousand tons, industry of our country epoxy resin will turn from only import country gradually to export a nation completely.
Home market demand not beautiful, competition is intense cause the price constant be issued to lower levels, epoxy resin exports the price to have an advantage extremely, show according to customs data, epoxy resin was exported in Feburary 2023 all valence 2630.8 dollars / ton, exported in Feburary 2022 all valence is 4090.92 dollars / ton, the price glides compared to the same period 35.7% .
Pattern of pass in and out presents new change again this year, our country epoxy resin basically exports country and the area such as Europe and southeast Asia. Among them the main commerce that Russia, Thailand, Italy, Turkey, Brazil is exit of domestic epoxy resin is companionate. The export volume amplitude to Russia is the biggest this year, 1-2 month exported a quantity to amount to 5300 tons 2023, suffer Russian black conflict to affect, euramerican area is not hopeful to Russia commerce environment, our country becomes demand of its epoxy resin to basically complement.
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