Review the market of double phenolic A since this year, the price is in 10 thousand yuan basically (ton valence, similarly hereinafter) move below, with in former years at every turn with respect to 20 thousand multivariate brilliant period already not to be named on the same day with. The author thinks, market of handicap of unbalance of supply and demand, industry bear the travel before pressing, the price falls in 10 thousand yuan of lines or make market of double phenolic A henceforth normal. Specific in light of, it is double phenolic A is produced can increase considerably. This year since the beginning of the year, double phenolic A is produced can continue to release, 2 enterprises are added newly produce per year can add up to amounts to 440 thousand tons. Suffer this effect, a of domestic double phenol year always produce can achieve 4.265 million tons, output grows 55% to control compared to the same period, average sheet produces per month a quantity to be in 288 thousand tons, achieve the history new tall. City looks after, enlarge of double phenolic A is produced still not go no further, predict to still will many tons of 120 double phenolic A is produced newly this year can put into production. If all on schedule put into production, double phenolic A produces per year home can control dilate to 5.5 million tons, grow 45% compared to the same period, at the appointed time the price falls the risk that cuts 9000 yuan will build up ceaselessly. 2 it is the company gains profit not hopeful. Since this year, bearing of scene of catenary of industry of double phenolic A drops ceaselessly. From the point of upriver raw material, phenolic ketone market deduces “M” to go situation, enterprise of phenolic first quarter ketone is in deficit condition basically, company of 2 quarters majority turns for gain. But market of phenolic ketone of the middle ten days of a month will defeat a be issued to lower levels in May, acetone drops more than 1000 yuan, phenol drops more than 600 yuan, improved the gain condition of enterprise of double phenolic A directly. But even if is such, industry of double phenolic A still wanders around cost line. Overhaul of plant of double phenolic A is at present ceaseless, the industry is produced can utilization rate be issued to lower levels, after overhaul season ends, the whole that predicts double phenolic A is supplied will increase, compete at the appointed time pressure or continue to increase, gain profit foreground as before not hopeful. 3 it is demand is held in the palm lift faint. The yield of double phenolic A can break out with downstream demand growth fails to match in time, bring about supply and demand to contradict to be sent more apparent, this is to cause the market to last low a main factor that move. Polycarbonate (PC) is in double phenolic A is occupied in consumption downstream than exceeding 60% , since 2022 PC industry is entered put a quantity to produce can digest cycle, overlay terminal demand supplies increment not as good as, market supply and demand is contradictory and clear, PC price drops continuously, affect enthusiasm of company go into operation, at present PC is produced can utilization rate is insufficient already 70% , and short-term have hard improve. Another downstream epoxy resin is produced can although ceaseless dilate, but demand of terminal coating trade is low fan, the terminal consumption such as electronic electrician, composite material has essence hard to improve, demand carries handicap to still be in, the industry is produced can utilization rate is insufficient 50% . Will integratedly look, downstream PC and epoxy resin of double to raw material phenolic A hold in the palm lift faint.

Origin: Newspaper of Chinese chemical industry