Kusukela ekuqaleni konyaka, imakethe ye-silicone ye-DMC iguqule ukwehla ngo-2022, futhi imakethe ye-rebound yavulwa ngokushesha ngemuva kwempumelelo.Kusukela ngo-February 16, isilinganiso senani lemakethe lalingu-17,500 yuan (intengo yethani, efanayo ngezansi), futhi inyanga enguhhafu inyuke ngo-680 yuan, ukukhuphuka ngo-4.04%.Njengamanje, isidingo esiphansi somfula sethula kancane kancane, isimo sengqondo sembonini sihle, futhi imakethe ye-silicon yesikhashana izosebenza kancane kancane.
Izinyanga eziyishumi zokuwohloka ekugcineni sezishintshile
"Ngemuva kokuthi imboni ye-organic silicon ibhekane nesikhathi eside sokwehla, isiqalile ukukhuphuka."U-Xiao Jing, umhlaziyi we-Anxin Futures, uveze ukuthi ngemva koMkhosi weLantern, ngenxa yomsebenzi osuqalwe kabusha wengqalasizinda yezakhiwo, ukuhleleka kwe-organic silicon kwaba ngcono, futhi ikhotheshini yomkhiqizo ongezansi yayeka ukuwa futhi yaphinde yaqina., Imakethe ilungiswa kancane.
Ngokwezibalo zamakilabhu ebhizinisi, kusukela ngoMashi 2022, imakethe ye-silicon DMC inomkhuba wokwehla ohlangene futhi izoqhubeka kuze kube sekupheleni konyaka.Ngokuncipha kwezinyanga eziyi-10, inani lentengo lemakethe lehle ngo-22,300 yuan, ukwehla ngo-57.37%.Kungena ngo-2023, imakethe ye-organic silicon yehle ngokushesha, futhi ukwanda sekufinyelele ku-5.8% kusukela manje.
Ngokombiko Wocwaningo Lwezimali Zombuso i-Anxin Futures Research Report, ngaphezu kwezinzuzo zokuphinda kusetshenzwe kabusha kwamaphrojekthi wezindlu ezithengiswayo ezansi nomfula, amanye amaketanga ezimboni ezansi nomfula nawo abonise umkhuba okhulayo kulo lonke ibhodi, futhi intengo ye-silicon izinzile.Umdlandla we-premium kanye nokwehla komkhosi uphakeme, i-oda lilethwa ngemva kweholide, i-inventory ye-silicon yehle kakhulu, futhi inani lentengo lemakethe liye landa kakhulu.
Ngokombono wemikhiqizo ethile engaphansi komfula, i-glue engu-107 iyasebenza ngenxa yesitokisi ngaphambi kweholide, kanti okunye ukusungula kudluliselwa, futhi abakhiqizi banele;ngokuphathelene nowoyela we-silicon, ngaphezu kokukhuthazwa kwezinga eliphansi lezinto zokusetshenziswa zakuqala, isitokwe esisebenzayo somkhiqizi, izindwangu ezingaphansi komfula, amakhemikhali ansuku zonke, i-silicone, njll. Imboni inomkhuba wokubuyisela, isekela uwoyela we-silicon ngesimo. ukuhlazeka;mayelana neglue eluhlaza kanye neglue exubile, ukuhlola kwakamuva kwendawo kwe-carbonate yezinto ezingavuthiwe kunyukile ukuze kuthuthukiswe ukuzethemba kwemakethe.Ibhizinisi elifaka i-oda, isimo se-oda silungile.
Ukuthengiselana okusebenzayo kwemakethe kuphinde kuqhubekisele phambili ukukhushulwa komkhiqizo oqhubekayo wabathengisi be-organic silicon.Ukuthatha umsabalalisi e-Shandong njengesibonelo.Phakathi kwezinsuku ezingu-8 kusukela ngo-February 8 kuya ku-15, intengo yemikhiqizo ye-silicone ye-DMC ekhiqizwa yi-Dongyue Chemical Co., Ltd. e-Shandong yalungiswa izikhathi ezingu-6, futhi intengo ikhuphuka ngamayuan angu-1000.Intengo yemikhiqizo ye-silicone ye-DMC ekhiqizwe i-Luxi Chemical Industry isilungiswe izikhathi ezinhlanu, futhi intengo inyuke ngamayuan angu-1,800 isiyonke.
Isidingo kulula ukushayela umbono wemakethe
Ingabe imakethe ekhulayo yokuqala kwemakethe ye-silicon DMC eqala kahle?
Umuntu ophethe imboni ye-Hesheng Silicon uthe: “Ngokusimama komnotho ngokuphelele, isidingo se-silicon sizotholakala.Ukusetshenziswa kwe-silicon yemvelo kubanzi.Ngonyaka odlule, ngisho noma intengo iwele emgqeni webhalansi yenzuzo nokulahlekelwa, imakethe iyonke isabonisa inkambiso yokukhula.isikhathi.”
“Izinto ze-organic silicon zisetshenziswa kabanzi, zihlanganisa zonke izici zokuphila.Phakathi kwazo, imboni yezinto zokwakha ibamba ingxenye enkulu, ifinyelela ku-34%.UGuozhong Anxin Futures uveze embikweni wocwaningo ukuthi kusukela kulo nyaka, imakethe yezindlu nezindlu yethulwe ngokuminyene.Imboni yezindlu ezithengiswayo ikhombisa inkambiso yokubuyisela yonke, ezoqhuba izidingo ze-silicon silicon endaweni engemuva nokuhlobisa ikhaya.
Ngaphezu kwalokho, ukuthuthuka okusheshayo kwenkundla yezimoto zamandla amasha kuletha indawo entsha yokukhula kwesidingo emakethe ye-silicone.Ngokusho kwe-Passenger Car Market Information Association, izinga lokungena kwamandla amasha ezimotweni zabagibeli lifinyelele kumaphesenti angu-27.6 ngo-2022, lenyuka ngamaphesenti angu-12.6 ukusuka ku-2021. Ngokuzayo, izinga lokungena kwezimoto ezintsha zamandla lisazokhula ngokushesha futhi kulindeleke ukuthi ifinyelela ku-36% ngo-2023. Kuyaqondakala ukuthi ukusetshenziswa kwejeli ye-silica ye-organic yezimoto zamandla amasha kufana ne-20 kg, cishe izikhathi ezingu-7 kunezimoto ezijwayelekile zokuhweba.Abahlaziyi be-China Merchants Futures baveze ukuthi abicah abicah conductive abicah njengendlela enhle kakhulu yokuhambisa ezishisayo, okokufaka impahla, nabakhiqizi bezimoto ezintsha zamandla ngezidingo zokuphepha ziya ngokuya ziphakeme, i-silicone conductive eshisayo izosetshenziswa kabanzi, ngakho isidingo samandla amasha. izimoto ze-silicone kulindeleke ukuthi zikhuphuke kakhulu.
Ukwesekwa kwezindleko kuzinzile kancane kancane
Njengamanje, ngaphansi kwe-demand drive, ubudlelwano phakathi kokunikezwa kwe-silicon nesidingo sakhe isici esivumayo, futhi enye into enkulu yokushayela ye-logic yentengo ye-organic silicon -cost support izozinza kancane kancane.
I-Open source Securities iveze ukuthi ngakolunye uhlangothi, intengo ye-silicon ekuqaleni kwe-silicon yezimboni yehle kakhulu.Intengo yokuthengiselana yayisondela emugqeni wezindleko, futhi ukuzimisela kwezimboni zasekhaya ze-silicon ukunyusa amanani kwakhuphuka, ngakho-ke isikhala sokuqhubeka kokwehla kwamanani sehla.
Ngakolunye uhlangothi, ngokombono wokuhlinzeka nokufunwa, uhlangothi lokuhlinzeka, imvelaphi eyinhloko ye-silicon yezimboni ithintwa amanani aphezulu kagesi nezintengo eziphansi zokuthengiselana, futhi izinga lokusebenza lehliswe kakhulu.Muva nje, izinga lesitofu se-silicon yezimboni zaseSichuan lisondele ku-70%.Cishe ngama-50%, ukuzimisela kwentengo kwezindawo ezimbili zokwenyusa intengo kuyakhuphuka.Ngohlangothi lwesidingo, amatheminali angezansi komfula ngemva kwe-Lantern Festival aqaliswe kabusha futhi akhiqizwa kabusha, okuvele kuphakame isizini encane ephakeme yesidingo esivamile kwikota yokuqala yalo nyaka, futhi ukuzethemba kwemakethe kuyanda kancane kancane.Ngesikhathi esifanayo, umthamo omusha wokukhiqiza we-polysilicon engezansi uyaqhubeka nokukhulula, futhi abakhiqizi be-organic silicon bayaqhubeka nokwandisa izinga lokusebenza.Abathengisi abafanelekile banethemba ngezimakethe ze-silicon zezimboni.
Ihlanganiswe nemvelo yamanje enkulu, ukukhiqizwa kwe-silicon yezimboni kanye nomuzwa wabathengisi, i-SCIC Anxin Futures futhi ikholelwa ukuthi intengo ye-silicon kulindeleke ukuthi igcine inkambiso ekhuphukayo emaphakathi ngaphansi kwesizinda sokuqiniseka okuphezulu kokusimama komnotho wasekhaya.Kusukela ekuqaleni kwalo nyaka, nakuba ukwehla kwe-silicon yezimboni kufinyelele ku-5.67%, kodwa ngokuzinza kokubuyiswa kwentengo ye-silicon, ukusekelwa kwezindleko ze-organosilicon kuzoshintsha kancane kancane kusukela ebuthaka kuya ekuqineni.
Kafushane, uma kuqhathaniswa nenani elimaphakathi langonyaka odlule le-organic silicon engu-38,800 yuan high, intengo yamanje ye-organic silicon isephansi kwesiteji sokuzulazula, abakhiqizi banesifiso esinamandla sokubuyisela inzuzo.Kulindeleke ukuthi emakethe yesikhathi esizayo, ngaphansi kwesizinda sokuthuthuka okuqhubekayo kwemvelo yezomnotho omkhulu, umphumela ohlangene wokushayela ohlangothini olufunwayo kanye nokuqina kohlangothi lwezindleko, imakethe ye-silicone ye-DMC eyalahleka kudala izoba nethuba elikhulu lokuthuthuka.
Isikhathi sokuthumela: Feb-22-2023