Kusukela ekuqaleni konyaka, imakethe ye-silicone DMC ishintshe ukwehla ngo-2022, futhi imakethe yokubuyela emuva ivulwe ngokushesha ngemuva kwempumelelo. Kusukela ngomhlaka-16 kuNhlolanja, intengo yemakethe emaphakathi yayingu-17,500 yuan (intengo yamathani, efanayo ngezansi), kanti ingxenye yenyanga ikhuphuke ngo-680 yuan, ukwanda ngo-4.04%. Njengamanje, isidingo esingezansi siqaliswa kancane kancane, isimo sengqondo semboni sihle, futhi imakethe ye-silicon yesikhathi esifushane izoqhubeka njalo.
Izinyanga eziyishumi zokwehla ekugcineni zibuyele emuva
“Ngemuva kokuthi imboni ye-silicon ephilayo ibhekane nesikhathi eside sokwehla, isiqalile ukuletha ukukhuphuka.” UXiao Jing, umhlaziyi we-Anxin Futures, ukhombe ukuthi ngemuva koMkhosi weLantern, ngenxa yomsebenzi oqalwe kabusha wengqalasizinda, ukuhleleka kwe-silicon ephilayo kwathuthuka, futhi isilinganiso somkhiqizo esingezansi sayeka ukwehla futhi saphinde sabuya. , Imakethe ilungiswa kancane.
Ngokwezibalo ezivela emaqenjini ebhizinisi, kusukela ngoMashi 2022, imakethe ye-silicon DMC inomkhuba wokwehla ohlangothini olulodwa futhi izoqhubeka kuze kube sekupheleni konyaka. Ekwehleni kwezinyanga eziyi-10, intengo yemakethe emaphakathi yehle ngo-22,300 yuan, ukwehla okungu-57.37%. Ukungena ngo-2023, imakethe ye-silicon yemvelo yehle ngokushesha, futhi ukwanda kufinyelele ku-5.8% njengamanje.
Ngokusho kwe-State Investment Anxin Futures Research Report, ngaphezu kwezinzuzo zokusebenza kabusha kwamaphrojekthi ezindlu angaphansi komhlaba, ezinye iziteshi zezimboni ezingaphansi komhlaba nazo zibonise ukuthambekela okukhulayo kuwo wonke amabhodi, futhi intengo ye-silicon isizinzile. Intshiseko yeprimiyamu kanye nephansi komkhosi iphezulu, i-oda lilethwa ngemva kweholide, isitokwe se-silicon sehle kakhulu, futhi intengo yemakethe emaphakathi ikhuphuke kakhulu.
Ngokombono wemikhiqizo ethile engezansi, i-glue engu-107 iyasebenza ngenxa yokufakwa kwesitokisi ngaphambi kweholide, futhi ezinye izinto ezisetshenziswayo ziyadluliselwa, futhi abakhiqizi banele; maqondana namafutha e-silicon, ngaphezu kokukhuthazwa kwezinga eliphansi kwezinto zokusetshenziswa zokuqala, ukufakwa kwesitokisi okusebenzayo komkhiqizi, izindwangu ezisetshenziswayo, amakhemikhali ansuku zonke, i-silicone, njll. Imboni inomkhuba wokululama, isekela uwoyela we-silicon ngendlela yokuhlazeka; maqondana ne-glue eluhlaza kanye ne-glue exubile, ukuhlolwa kwamuva kwendawo kwe-carbonate yezinto zokusetshenziswa kukhule ukuze kuthuthukiswe ukuzethemba kwemakethe. Ibhizinisi libeka i-oda, isimo se-oda sifanelekile.
Ukuthengiselana kwemakethe okusebenzayo nakho kuqhuba ukukhushulwa okuqhubekayo komkhiqizo wabathengisi be-silicon yemvelo. Uma sibheka umsabalalisi eShandong njengesibonelo. Phakathi nezinsuku eziyi-8 kusukela mhla ziyi-8 kuya kumhla ziyi-15 kuNhlolanja, intengo yemikhiqizo ye-silicone DMC ekhiqizwe yi-Dongyue Chemical Co., Ltd. eShandong yalungiswa izikhathi eziyi-6, intengo yanda ngama-yuan ayi-1000. Intengo yemikhiqizo ye-silicone DMC ekhiqizwe yi-Luxi Chemical Industry ilungiswe izikhathi eziyisihlanu, futhi intengo ikhuphuke ngama-yuan ayi-1,800 iyonke.
Isidingo kulula ukuqhuba umbono wemakethe
Ingabe imakethe ekhulayo yokuqala kwemakethe ye-silicon DMC eqala kahle?
Umuntu ophethe imboni yeHesheng Silicon uthe: “Ngokululama okuphelele komnotho, isidingo se-silicon sizobuyiselwa. Ukusetshenziswa kwe-organic silicon kubanzi. Ngonyaka odlule, noma ngabe intengo yehle yaba yibhalansi yenzuzo nokulahlekelwa, imakethe iyonke isakhombisa ukuthambekela kokukhula.
"Izinto ze-silicon eziphilayo zisetshenziswa kabanzi, zimboza zonke izici zokuphila. Phakathi kwazo, imboni yezinto zokwakha ibalwa nengxenye enkulu kunazo zonke, ifinyelela ku-34%." I-Guozhong Anxin Futures ikhombe embikweni wocwaningo ukuthi kusukela kulo nyaka, imakethe yezindlu iye yasungulwa kakhulu. Imboni yezindlu ikhombisa ukuthambekela kokutakula jikelele, okuzoqhuba izidingo ze-silicon silicon ekuhlobiseni izindlu kanye nekhaya.
Ngaphezu kwalokho, intuthuko esheshayo yensimu entsha yezimoto zamandla iletha nendawo entsha yokukhula kwesidingo emakethe ye-silicone. Ngokusho kwe-Passenger Car Market Information Association, izinga lokungena kwamandla amasha ezimotweni zabagibeli lifinyelele kumaphesenti angama-27.6 ngo-2022, likhuphuke ngamaphesenti ayi-12.6 kusukela ngo-2021. Esikhathini esizayo, izinga lokungena kwamandla amasha ezimotweni zamandla lizoqhubeka likhula ngokushesha futhi kulindeleke ukuthi lifinyelele ku-36% ngo-2023. Kuyaqondakala ukuthi ukusetshenziswa kwejeli ye-silika yemvelo yezimoto ezintsha zamandla kungama-20 kg, cishe izikhathi eziyisikhombisa kunezimoto ezivamile zezentengiselwano. Abahlaziyi be-China Merchants Futures baveze ukuthi i-silicone eqhuba ukushisa eshisayo ye-silicone njengendlela yokuqhuba ukushisa okuhle kakhulu, izinto zokushisa, kanye nabakhiqizi bezimoto ezintsha zamandla ngenxa yezidingo zokuphepha bayanda, i-silicone eqhuba ukushisa izosetshenziswa kabanzi, ngakho-ke isidingo sezimoto ezintsha zamandla ze-silicone kulindeleke ukuthi sikhuphuke kakhulu.
Ukusekelwa kwezindleko kuzinzile kancane kancane
Njengamanje, ngenxa yokufunwa kakhulu, ubudlelwano phakathi kokunikezwa kwe-silicon kanye nesidingo sakhe isici esihle, futhi esinye isici esiyinhloko esiqhuba umqondo wamanani wokusekelwa kwezindleko ze-silicon yemvelo sizozinza kancane kancane.
I-Open source Securities iveze ukuthi ngakolunye uhlangothi, intengo ye-silicon esigabeni sokuqala se-silicon yezimboni yehle kakhulu. Intengo yokuthengiselana yayisondela emgqeni wezindleko, futhi ukuzimisela kwezimboni ze-silicon zasekhaya ukuphakamisa amanani kwanda, ngakho-ke isikhala sokuqhubeka nokwehla kwamanani sehla.
Ngakolunye uhlangothi, ngokombono wokunikezwa kanye nesidingo, ohlangothini lokunikezwa, imvelaphi eyinhloko ye-silicon yezimboni ithintwa amanani aphezulu kagesi kanye namanani aphansi okuthengiselana, futhi izinga lokusebenza lincishisiwe kakhulu. Muva nje, izinga lesitofu se-silicon yezimboni saseSichuan liseduze no-70%. Cishe ngo-50%, ukuzimisela kwentengo kwezindawo ezimbili ukukhulisa intengo kukhuphukile. Ngokuphathelene nohlangothi lokufuna, ama-terminal angaphansi komfula ngemuva koMkhosi weLantern aqaliswe kabusha futhi akhiqizwa kabusha, okubekwa phezulu kwesizini encane yesidingo sendabuko kwikota yokuqala yalo nyaka, futhi ukuzethemba kwemakethe kukhula kancane kancane. Ngesikhathi esifanayo, amandla okukhiqiza amasha e-polysilicon angaphansi komfula ayaqhubeka nokukhululwa, futhi abakhiqizi be-silicon ephilayo bayaqhubeka nokukhulisa izinga lokusebenza. Abathengisi abafanelekile banethemba ngezimakethe ze-silicon yezimboni.
Kuhlanganiswe nendawo yamanje ye-macro, ukukhiqizwa kwe-silicon yezimboni kanye nemizwa yabahwebi, i-SCIC Anxin Futures ikholelwa futhi ukuthi intengo ye-silicon kulindeleke ukuthi igcine umkhuba ophakeme olinganiselayo futhi ozinzile ngaphansi kwesizinda sokuqiniseka okuphezulu kokusimama komnotho wasekhaya. Kusukela ekuqaleni kwalonyaka, yize ukwehla kwe-silicon yezimboni kufinyelele ku-5.67%, kodwa ngokuzinza kokubuyiselwa kwentengo ye-silicon, ukwesekwa kwezindleko ze-organosilicon kuzoshintsha kancane kancane kusuka ebuthaka kuya kobuqinile.
Ngamafuphi, uma kuqhathaniswa nentengo ephakathi nendawo ye-silicon yemvelo engu-38,800 yuan ngonyaka odlule, intengo yamanje ye-silicon yemvelo isesezansi esigabeni sokuzulazula, abakhiqizi banesifiso esinamandla sokubuyisela inzuzo. Kulindeleke ukuthi emakethe yesikhathi esizayo, ngaphansi kwesizinda sokuthuthuka okuqhubekayo kwemvelo yezomnotho, umphumela ohlangene wokushayela eceleni kwesidingo kanye nokuzinza eceleni kwezindleko, imakethe ye-silicon DMC elahlekile isikhathi eside izoba nethuba elikhulu lokuthuthuka.
Isikhathi sokuthunyelwe: Feb-22-2023