Kakaretso e hlohonolofalitsoeng
Mmaraka oa lefats'e oa polasetiki oa polycarbonate (PC) o mothating oa phetoho e kholo ka 2025, e tsamaisoang ke mekhoa e ntseng e fetoha ea tlhokahalo, litaelo tsa ts'ebetso, le matla a khoebo a geopolitical. Joalo ka polasetiki e sebetsang hantle haholo ea boenjiniere, PC e ntse e tsoela pele ho bapala karolo ea bohlokoa lits'ebetsong tsa likoloi, tsa elektroniki le tsa bongaka, mme mmaraka oa kantle ho naha o lebelletsoe ho fihla ho $ 5.8 bilione bofelong ba selemo sa 2025, o hola ho CAGR ea 4.2% ho tloha 2023.
Bakhanni ba Limmaraka le Mekhoa
1. Keketseho ea Tlhokahalo e Ikemetseng ea Lekala
- Boom ea Likoloi tsa Motlakase: Lihlahisoa tsa PC bakeng sa likarolo tsa EV (likou tsa ho tjhaja, matlo a betri, litataiso tse bobebe) tse lebelletsoeng ho hola ka 18% YoY.
- Katoloso ea Meralo ea 5G: Keketseho ea 25% ea tlhokeho ea likarolo tsa PC tsa maqhubu a phahameng ho likhokahanyo
- Boqapi ba Sesebelisoa sa Bongaka: Ts'ebetso e ntseng e eketseha ea PC ea boemo ba bongaka bakeng sa lisebelisoa tsa ho buoa le lisebelisoa tsa tlhahlobo
2. Matla a ho Romella Libakeng
Asia-Pacific (65% ea thepa e romelloang lefatšeng ka bophara)
- China: Ho boloka taolo ka karolo ea 38% ea mmaraka empa e tobane le litšitiso tsa khoebo
- Korea Boroa: E ntse e tsoela pele e le moetapele oa boleng ba 12% ea kholo ea kantle ho PC ea maemo a holimo
- Japane: E shebane le limaraka tse ikhethang tsa PC bakeng sa lisebelisoa tsa optical
Europe (18% ea thepa e romelloang kantle ho naha)
- Jeremane le Netherlands tse etellang pele ka thepa e tsoang kantle ho naha ea PC e sebetsang hantle haholo
- Keketseho ea 15% ea thepa e romelloang hape ea PC (rPC) ho fihlela litlhoko tsa moruo oa selikalikoe
Amerika Leboea (12% ea thepa e romelloang kantle ho naha)
- Lihlahisoa tsa US li fetohela Mexico tlasa dipehelo tsa USMCA
- Canada e hlahang e le morekisi oa mefuta e meng ea PC e thehiloeng ho bio
Pono ea Khoebo le Theko
1. Raw Material Cost Projections
- Litefiso tsa theko ea Benzene ho $850-$950/MT, tse susumetsang litšenyehelo tsa tlhahiso ea PC
- Litheko tsa FOB tsa Asia tse lebelletsoeng ho tloha ho $2,800-$3,200/MT bakeng sa kereiti e tloaelehileng
- Litefiso tsa PC tsa boemo ba bongaka ho fihla ho 25-30% ka holimo ho maemo
2. Liphello tsa Leano la Khoebo
- Litefiso tse ka bang teng tsa 8-12% ho li-export tsa China tsa PC ho ea EU le Amerika Leboea
- Ho hlokahala litifikeiti tse ncha tsa moshoelella bakeng sa thepa ea Europe (EPD, Cradle-to-Cradle)
- Likhohlano tsa khoebo tsa US-China li theha menyetla bakeng sa barekisi ba kantle ho naha ba Asia Boroa-bochabela
Boemo ba Tlholisano
Maano a Bohlokwa a Thepa e Ntle bakeng sa 2025
- Tsebo ea Sehlahisoa: Ho nts'etsapele limaraka tse thibelang malakabe le limaraka tse holimo
- Tsepamiso ea Moshoelella: Ho tsetela ho litheknoloji tsa ho tsosolosa lik'hemik'hale
- Phapang ea Libaka: Ho theha tlhahiso linaheng tsa ASEAN ho feta litefiso
Mathata le Menyetla
Mathata a Maholo
- Keketseho ea 15-20% ea litšenyehelo tsa ho latela melao ea REACH le litifikeiti tsa FDA
- Tlholisano ho tsoa ho lisebelisoa tse ling (PMMA, PET e fetotsoeng)
- Litšitiso tsa thepa Leoatleng le Lefubelu le Panama Canal tse amang litšenyehelo tsa ho tsamaisa thepa
Menyetla e Hlahang
- Middle East e kena 'marakeng ka bokhoni bo bocha ba tlhahiso
- Afrika e ntse e hola 'maraka oa kantle ho naha bakeng sa PC ea boemo ba kaho
- Moruo o potolohang o theha 'maraka oa $ 1.2 bilione bakeng sa thepa e romelloang hape ea PC
Qetello le Likhothaletso
Mmaraka oa kantle ho naha oa 2025 oa PC o hlahisa liqholotso le menyetla ea bohlokoa. Barekisi ba kantle ba lokela ho:
- Fetola metheo ea tlhahiso ho fokotsa likotsi tsa tikoloho
- Tsetela tlhahisong e tsitsitseng ho fihlela litekanyetso tsa EU le Amerika Leboea
- Theha limaraka tse ikhethileng bakeng sa likarolo tsa kholo e holimo tsa EV le 5G
- Theha litšebelisano 'moho le batho ba sebelisang lintho tse sebelisoang hape ho sebelisa mekhoa e metle ea moruo
Ka moralo o nepahetseng oa leano, barekisi ba li-PC ba ka tsamaisa tikoloho e rarahaneng ea khoebo ea 2025 ha ba ntse ba hola tlhoko e ntseng e hola ea lits'ebetso tsa moloko o latelang.
Nako ea poso: Jun-25-2025