Ukusukela ekuqaleni konyaka, imakethi ye-silicone ye-DMC itshintshe ukuhla ngo-2022, kwaye imarike ye-rebound iye yavulwa ngokukhawuleza emva kwempumelelo.Ukususela nge-16 kaFebruwari, ixabiso lemarike eliphakathi laliyi-17,500 yuan (ixabiso letoni, elifanayo ngezantsi), kwaye inyanga yesiqingatha inyuke nge-680 yuan, ukwanda kwe-4.04%.Okwangoku, imfuno esezantsi iqaliswa ngokuthe ngcembe, isimo sengqondo soshishino silungile, kwaye imarike ye-silicon yexesha elifutshane iya kuhamba ngokuthe ngcembe.
Iinyanga ezilishumi zokuwohloka ziye zabuyela umva
"Emva kokuba umzi-mveliso we-silicon ufumene ixesha elide lokuhla, sele uqalisile ukuzisa phezulu."U-Xiao Jing, umhlalutyi we-Anxin Futures, wachaza ukuba emva koMnyhadala weLantern, ngenxa yomsebenzi oye waphinda waphinda waphinda wasebenza wezakhiwo, i-organic silicon order yaphucuka, kwaye isicatshulwa semveliso esezantsi sayeka ukuwa kwaye saphinda saphindaphindeka., Imarike ilungiswa ngobumnene.
Ngokwezibalo ezivela kwiiklabhu zoshishino, ukususela ngo-Matshi 2022, imakethi ye-silicon ye-DMC ine-unilateral ehlayo kwaye iya kuqhubeka kude kube sekupheleni konyaka.Ngeenyanga ezili-10 ezihlayo, ixabiso lemarike eliphakathi lawa yi-22,300 yuan, ukuhla kwe-57.37%.Ukungena ngo-2023, imakethi ye-silicon ye-organic ikhawuleze yaphuma, kwaye ukonyuka kufikelele kwi-5.8% ukuza kuthi ga ngoku.
Ngokutsho kweNgxelo yoPhando lwezoTyalo-mali lwe-Anxin Futures, ngaphezu kweenzuzo zokuphinda zisebenze kwiiprojekthi ze-real estate ezisezantsi, amanye amatyathanga amashishini asezantsi nawo abonise ukunyuka okunyukayo kwibhodi yonke, kwaye ixabiso le-silicon lizinzile.Umdla we-premium kunye nezantsi komthendeleko uphezulu, umyalelo uhanjiswa emva kweholide, i-inventory ye-silicon iyancipha kakhulu, kwaye ixabiso lemarike eliphakathi liye landa kakhulu.
Ukususela kumbono weemveliso ezithile ezisezantsi, i-107 glue iyasebenza ngenxa yokugcinwa kwempahla ngaphambi kweholide, kwaye uluhlu oluthile ludluliselwa, kwaye abavelisi banele;ngokubhekiselele kwioli ye-silicon, ukongeza kwi-low-level stimulation of the first raw materials, i-stocking esebenzayo yomenzi, iingubo ezisezantsi, iikhemikhali zemihla ngemihla, i-silicone, njl. yentloni;ngokubhekiselele kwiglue ekrwada kunye neglue exutyiweyo, ukuphononongwa kwendawo yakutsha nje kwekhabhonethi yezinto ezikrwada kuye kwanda ukunyusa ukuzithemba kwemarike.Ishishini elibeka iodolo, imeko yomyalelo ifanelekile.
Intengiselwano yentengiso esebenzayo ikwaqhuba ukunyuswa kwemveliso eqhubekayo yabathengisi be-silicon.Ukuthatha umthengisi e-Shandong njengomzekelo.Ngexesha leentsuku ze-8 ukususela ngoFebruwari 8 ukuya kwi-15, ixabiso le-silicone yeemveliso ze-DMC eziveliswe yi-Dongyue Chemical Co., Ltd. e-Shandong yahlengahlengiswa ngamaxesha e-6, kunye nexabiso lenyuka nge-yuan eyi-1000.Ixabiso lemveliso ye-silicone ye-DMC eveliswe yi-Luxi Chemical Industry iye yahlengahlengiswa kahlanu, kwaye ixabiso liye landa nge-yuan eyi-1,800 iyonke.
Imfuno ilula ukuqhuba imbonakalo yemarike
Ngaba imarike ekhulayo yokuqalisa imakethi ye-silicon DMC eqala kakuhle?
Umntu ophethe ishishini le-Hesheng Silicon uthe: “Ngokuchacha ngokupheleleyo koqoqosho, imfuno yesilicon iya kufunyanwa kwakhona.Ukusetyenziswa kwe-silicon yendalo kubanzi.Kunyaka ophelileyo, nokuba ixabiso liwele kumgca wokulinganisa inzuzo kunye nokulahlekelwa, imarike yonke isabonisa ukukhula.ixesha.”
"Izinto ze-silicon ze-organic zisetyenziswa ngokubanzi, zigubungela zonke iinkalo zobomi.Phakathi kwabo, ishishini lezinto zokwakha lithatha indawo enkulu, lifikelela kuma-34%.I-Guozhong Anxin Futures ibonise kwingxelo yophando ukuba ukususela kulo nyaka, i-real estate market iye yaziswa kakhulu.Umzi-mveliso we-real estate ubonisa indlela yokubuyisela ngokubanzi, eya kuqhuba iimfuno ze-silicon kwi-real estate back end kunye nokuhlobisa ikhaya.
Ukongeza, uphuhliso olukhawulezayo lwendawo entsha yemoto yamandla kuzisa indawo entsha yokukhula kwemfuno kwimakethi ye-silicone.Ngokutsho kwe-Passenger Car Market Information Association, izinga lokungena kwamandla amatsha kwiimoto zabakhweli lifikelele kwi-27.6 yeepesenti kwi-2022, i-12.6 yeepesenti yeepesenti ukusuka kwi-2021. Kwixesha elizayo, izinga lokungena kwezithuthi zamandla amatsha liya kwanda ngokukhawuleza kwaye kulindeleke ukuba ukufikelela kwi-36% kwi-2023. Kuyaqondwa ukuba ukusetyenziswa kwejeli ye-silica ye-organic yezithuthi zamandla amatsha kuninzi njenge-20 kg, malunga namaxesha e-7 yezithuthi eziqhelekileyo zorhwebo.Abahlalutyi be-China Merchants Futures bachaza ukuba abicah abicah conductive abicah njengeyona ndlela ibalaseleyo yokufudumeza, imathiriyeli yokugquma, kunye nabavelisi bezithuthi zamandla amatsha kwiimfuno zokhuseleko ziya zisanda, i-silicone ye-thermal conductive iya kusetyenziswa ngokubanzi ngakumbi, ngoko ke imfuno yamandla amatsha. izithuthi ze-silicone kulindeleke ukuba zinyuke ngakumbi.
Inkxaso yeendleko ngokuthe ngcembe izinzile
Okwangoku, phantsi kwemfuno yokuqhubela phambili, ubudlelwane phakathi kobonelelo lwesilicon kunye nemfuno yenze into efanelekileyo, kwaye enye into ephambili yokuqhuba yexabiso lexabiso le-organic silicon-ixabiso lenkxaso iya kuzinza ngokuthe ngcembe.
I-Open source Securities ibonise ukuba kwelinye icala, ixabiso le-silicon kwinqanaba lokuqala le-silicon yezoshishino liye lahla kakhulu.Ixabiso lentengiselwano lalisondela kumgca weendleko, kwaye ukuzimisela kweefektri zesilicon zasekhaya ukunyusa amaxabiso kunyukile, ngoko ke isithuba sokuhla kwamaxabiso okuqhubekayo sehla.
Ngakolunye uhlangothi, ukusuka kumbono wokubonelela kunye nokufunwa, icala lokubonelela, imvelaphi ephambili ye-silicon yezoshishino ichaphazeleka ngamaxabiso aphezulu ombane kunye namaxabiso aphantsi okuthengiselana, kwaye izinga lokusebenza liye lancitshiswa kakhulu.Kutshanje, izinga lesitovu sesilicon yeshishini laseSichuan lisondele kuma-70%.Malunga ne-50%, ukuzimisela kwexabiso kweendawo ezimbini zokunyusa ixabiso kunyuswa.Ngokubhekiselele kwicala lemfuno, iitheminali ezisezantsi emva koMnyhadala weLantern ziye zaphinda zaqaliswa kwaye zaphinda zaveliswa, ezibekwe phezulu kwixesha elincinci leemfuno zemveli kwikota yokuqala yalo nyaka, kwaye ukuzithemba kweemarike kuyanda ngokuthe ngcembe.Ngelo xesha, amandla amatsha okuvelisa i-polysilicon esezantsi iyaqhubeka nokukhulula, kwaye abavelisi be-silicon be-organic baqhubeka nokunyusa izinga lokusebenza.Abarhwebi abafanelekileyo banethemba malunga neemarike ze-silicon zoshishino.
Idityaniswe nemeko yangoku enkulu, ukuveliswa kwesilicon kwimizi-mveliso kunye neemvakalelo zabarhwebi, i-SCIC Anxin Futures ikwakholelwa ukuba ixabiso lesilicon lilindeleke ukuba ligcine umgangatho ophakathi kunye nozinzileyo wokunyuka phantsi kwemvelaphi yoqinisekiso oluphezulu lokubuyela kwimeko yesiqhelo kuqoqosho lwasekhaya.Ukususela ekuqaleni kwalo nyaka, nangona ukwehla kwe-silicon ye-industrial kufikelele kwi-5.67%, kodwa ngokuzinza kwexabiso le-silicon yokubuyisela ixabiso, inkxaso yeendleko ze-organosilicon iya kutshintsha ngokuthe ngcembe ukusuka kubuthathaka ukuya kumandla.
Isishwankathelo, xa kuthelekiswa nexabiso eliqhelekileyo lonyaka ophelileyo le-silicon ye-organic 38,800 yuan ephezulu, ixabiso langoku le-silicon ye-organic lisesezantsi kwinqanaba lokuzulazula, abavelisi banomnqweno onamandla wokubuyisela inzuzo.Kulindeleke ukuba kwimakethi yexesha elizayo, phantsi kwemvelaphi yophuculo oluzinzileyo lokusingqongileyo kuqoqosho olukhulu, isiphumo esidityanisiweyo sokuqhuba kwicala lemfuno kunye necala lokuzinzisa, imarike ye-silicone elahlekileyo ye-DMC iya kuba nethuba elikhulu lokuphucula.
Ixesha lokuposa: Feb-22-2023