Kakaretso e hlohonolofalitsoeng
Mmaraka oa lefats'e oa polasetiki ea polycarbonate (PC) o rekisetsoang kantle ho naha o ikemiselitse phetoho e kholo ka 2025, o susumetsoa ke mekhoa e fetohang ea tlhoko, litaelo tsa botsitso, le matla a khoebo a geopolitical. Jwalo ka polasetiki ea boenjiniere e sebetsang hantle, PC e ntse e tsoela pele ho bapala karolo ea bohlokoa lits'ebetsong tsa likoloi, lisebelisoa tsa elektroniki le tsa bongaka, 'maraka oa lefats'e oa kantle ho naha o lebelletsoe ho fihla ho $5.8 bilione qetellong ea selemo sa 2025, o hola ho CAGR ea 4.2% ho tloha ka 2023.
Bakhanni ba 'Maraka le Mekhoa
1. Kgolo ea Tlhokeho e Ikhethang ho Lekala
- Ho Hola ha Likoloi tsa Motlakase: Ho romelloa ha li-PC tse tsoang linaheng tse ling bakeng sa likarolo tsa EV (likou tsa ho tjhaja, matlo a betri, litataiso tsa mabone) ho lebelletsoe ho hola ka 18% Selemong
- Katoloso ea Meralo ea Motheo ea 5G: Keketseho ea 25% ea tlhoko ea likarolo tsa PC tse sebelisang maqhubu a mangata mekhoeng ea puisano
- Ntlafatso ea Lisebelisoa tsa Bongaka: Ho romelloa kantle ho naha ha PC ea maemo a bongaka bakeng sa lisebelisoa tsa ho buoa le lisebelisoa tsa tlhahlobo
2. Matla a ho Romella kantle ho naha a Libaka
Asia-Pacific (65% ea thepa e romelloang kantle ho naha)
- Chaena: Ho boloka puso ka karolo ea 'maraka ea 38% empa ho tobane le litšitiso tsa khoebo
- Korea Boroa: E hlahella e le moetapele oa boleng ka kholo ea 12% ea kantle ho naha ho li-PC tsa maemo a holimo
- Japane: Ho tsepamisa maikutlo ho limaraka tse ikhethang tsa PC bakeng sa lits'ebetso tsa optical
Yuropa (18% ea thepa e romelloang kantle ho naha)
- Jeremane le Netherlands li etella pele ho romelleng thepa e ntle ea PC kantle ho naha
- Keketseho ea 15% ea thepa e romelloang hape ea PC (rPC) ho fihlela litlhoko tsa moruo o potolohang
Amerika Leboea (12% ea thepa e romeloang kantle ho naha)
- Li-export tsa US li fetela Mexico tlas'a lipehelo tsa USMCA
- Canada e hlahella e le mofani oa mekhoa e meng ea PC e thehiloeng ho bio
Tebello ea Khoebo le Litheko
1. Likhakanyo tsa Litšenyehelo tsa Thepa e Tala
- Litheko tsa Benzene li hakanngoa esale pele ho $850-$950/MT, e leng se susumetsang litšenyehelo tsa tlhahiso ea PC
- Litheko tsa FOB tsa kantle ho naha tsa Asia li lebelletsoe ho tloha ho $2,800-$3,200/MT bakeng sa sehlopha se tloaelehileng.
- Li-premium tsa PC tsa boemo ba bongaka li tla fihla ho 25-30% kaholimo ho maemo a tloaelehileng
2. Litlamorao tsa Leano la Khoebo
- Litefiso tse ka bang teng tsa 8-12% bakeng sa thepa e romelloang kantle ho naha ea China ho ea EU le Amerika Leboea
- Ho hlokahala mangolo a macha a ho itsetsepela bakeng sa thepa e tsoang Europe (EPD, Cradle-to-Cradle)
- Dikgohlano tsa kgwebo pakeng tsa US le China di hlahisa menyetla bakeng sa barekisi ba kantle ho naha ba Asia Borwa-botjhabela
Sebaka sa Tlholisano
Maano a Bohlokoa a ho Romella Linaheng Tse Ling Bakeng sa 2025
- Tsebo e Ikhethang ea Sehlahisoa: Ho nts'etsapele limaraka tse thibelang malakabe le tse phahameng ka ho fetisisa
- Tsepamiso ea Tšireletso: Ho tsetela mahlaleng a ho sebelisa hape lik'hemik'hale
- Phapang ea Libaka: Ho theha tlhahiso linaheng tsa ASEAN ho qoba litefiso
Liphephetso le Menyetla
Liphephetso tse Kholo
- Keketseho ea 15-20% ea litšenyehelo tsa ho latela melao bakeng sa litifikeiti tsa REACH le FDA
- Tlholisano ho tsoa ho thepa e 'ngoe (PMMA, PET e fetotsoeng)
- Mathata a thepa Leoatleng le Lefubelu le Kanaleng ea Panama a ama litšenyehelo tsa ho romela thepa
Menyetla e Hlahang
- Bochabela bo Hare bo kena 'marakeng ka bokgoni bo botjha ba tlhahiso
- Afrika e le 'maraka o ntseng o hola oa kantle ho naha bakeng sa PC ea maemo a kaho
- Moruo o potolohang o theha 'maraka oa $1.2 bilione bakeng sa ho romella li-PC tse sebelisitsoeng hape
Qetello le Litlhahiso
Mmaraka oa kantle ho naha oa li-PC oa 2025 o hlahisa liphephetso le menyetla ea bohlokoa. Barekisi ba kantle ho naha ba lokela ho:
- Arohanya metheo ea tlhahiso ho fokotsa likotsi tsa lipolotiki tsa naha
- Tsetela tlhahisong e tsitsitseng ho fihlela maemo a EU le a Amerika Leboea
- Hlahisa limaraka tse khethehileng bakeng sa makala a kholo e phahameng a EV le a 5G
- Theha likamano le barekisi ba lintho tse sebelisoang hape ho rua molemo mekhoeng ea moruo o potolohang
Ka moralo o nepahetseng oa maano, barekisi ba li-PC ba ka tsamaea tikolohong e rarahaneng ea khoebo ea 2025 ha ba ntse ba sebelisa tlhoko e ntseng e hola lits'ebetsong tsa moloko o latelang.
Nako ea poso: Phuptjane-25-2025
