Ukususela ekuqaleni konyaka, imakethi ye-silicone DMC itshintshe ukwehla ngo-2022, kwaye imakethi yokubuya kwakhona ivulwe ngokukhawuleza emva kwempumelelo. Ukusukela nge-16 kaFebruwari, ixabiso eliqhelekileyo lemakethi yayiyi-17,500 yuan (ixabiso leetoni, elifana nelingezantsi), kwaye isiqingatha senyanga sinyuke ngama-680 yuan, ukunyuka kwe-4.04%. Okwangoku, imfuno esezantsi iqaliswa kancinci kancinci, ingqondo yeshishini iyakha, kwaye imakethi ye-silicon yexesha elifutshane iya kusebenza ngokuzinzileyo.
Iinyanga ezilishumi zokuwa zibuyele umva ekugqibeleni
“Emva kokuba ishishini le-silicon yendalo lidlule ixesha elide lokuwa, liqalile ukunyusa umgangatho.” UXiao Jing, umhlalutyi we-Anxin Futures, ukhankanye ukuba emva kweLantern Festival, ngenxa yomsebenzi oqaliswe ngokutsha wezindlu nezakhiwo, i-odolo ye-silicon yendalo yaphucuka, kwaye ixabiso lemveliso elisezantsi layeka ukuwa laza laphinda labuya. , Imakethi ilungiswa kancinci.
Ngokwezibalo ezivela kwiiklabhu zoshishino, ukusukela ngoMatshi 2022, imakethi ye-silicon DMC inesimo sokuhla ngakunye kwaye iya kuqhubeka kude kube sekupheleni konyaka. Ekuncipheni kweenyanga ezili-10, ixabiso eliqhelekileyo lemakethi lehle ngama-22,300 yuan, ukwehla kwama-57.37%. Ukungena ngo-2023, imakethi ye-organic silicon iye yehla ngokukhawuleza, kwaye ukunyuka kufikelele kwi-5.8% okwangoku.
NgokweNgxelo yoPhando lwe-State Investment Anxin Futures, ukongeza kwiingenelo zokuphinda kusetyenzwe kwakhona kweeprojekthi zezindlu ezisezantsi, ezinye iintambo zoshishino ezisezantsi nazo zibonise umkhwa okhulayo kuyo yonke ibhodi, kwaye ixabiso le-silicon lizinzile. Intshiseko yeprimiyamu kunye nezantsi komnyhadala iphezulu, iodolo ihanjiswa emva kweholide, isitokhwe se-silicon sehle kakhulu, kwaye ixabiso eliphakathi lemarike linyuke kakhulu.
Ngokwembono yeemveliso ezithile ezisezantsi, iglue ye-107 iyasebenza ngenxa yokugcinwa kwestokhi ngaphambi kweholide, kwaye ezinye izinto ziyadluliselwa, kwaye abavelisi banele; ngokwe-oyile ye-silicon, ukongeza ekuvuseleleni okuphantsi kwezinto zokuqala ezikrwada, istokhi esebenzayo yomenzi, amalaphu asezantsi, iikhemikhali zemihla ngemihla, i-silicone, njl. Eli shishini linendlela yokubuyela kwimeko yesiqhelo, lixhasa ioyile ye-silicon ngendlela yokuhlazeka; ngokwe-glue eluhlaza kunye neglue exutyiweyo, uphando lwakutshanje lwe-carbonate yezinto ezikrwada luye lwanda ukuphucula ukuzithemba kwemarike. Ishishini libeka iodolo, imeko yeodolo ifanelekile.
Intengiselwano esebenzayo yemarike ikwaqhuba ukunyuswa okuqhubekayo kwemveliso yabathengisi be-silicon yendalo. Umzekelo, xa sithatha umsasazi eShandong. Kwiintsuku ezisi-8 ukusuka nge-8 ukuya kwi-15 kaFebruwari, ixabiso leemveliso ze-silicone DMC eziveliswe yiDongyue Chemical Co., Ltd. eShandong lilungiswe izihlandlo ezi-6, ixabiso linyuka nge-1000 yuan. Ixabiso leemveliso ze-silicone DMC eziveliswe yiLuxi Chemical Industry lilungiswe izihlandlo ezihlanu, kwaye ixabiso linyuke nge-1,800 yuan iyonke.
Imfuno kulula ukuyiqhuba imbono yemarike
Ngaba imakethi ekhulayo yokuqala kwemakethi ye-silicon DMC eqala kakuhle?
Umntu ophethe imboni yeHesheng Silicon uthe: “Ngenxa yokubuyela koqoqosho ngokupheleleyo, imfuno yesilicon iya kubuyiselwa. Ukusetyenziswa kwe-organic silicon kubanzi. Kunyaka ophelileyo, nokuba ixabiso liye lehla laya kumgca wenzuzo kunye nelahleko, imakethi iyonke isabonisa indlela yokukhula.
“Izinto ze-silicon zendalo zisetyenziswa kakhulu, zigubungela zonke iinkalo zobomi. Phakathi kwazo, ishishini lezinto zokwakha lelona candelo likhulu, lifikelela kwi-34%.” UGuozhong Anxin Futures ubonise kwingxelo yophando ukuba ukusukela kulo nyaka, imakethi yezindlu iye yaziswa kakhulu. Ishishini lezindlu libonisa indlela yokubuyisela izinto kwimeko yesiqhelo, eya kuqhuba iimfuno ze-silicon silicon kwi-back end yezindlu kunye nokuhombisa ikhaya.
Ukongeza, uphuhliso olukhawulezileyo lwentsimi yezithuthi zamandla amatsha lukwazisa indawo entsha yokukhula kwemfuno kwimarike yesilicone. Ngokutsho kwe-Passenger Car Market Information Association, izinga lokungena kwamandla amatsha kwizithuthi zabakhweli lifikelele kwi-27.6 pesenti ngo-2022, linyuke ngeepesenti ezili-12.6 ukusuka ngo-2021. Kwixesha elizayo, izinga lokungena kwamandla amatsha kwizithuthi zamandla liza kuqhubeka likhula ngokukhawuleza kwaye kulindeleke ukuba lifikelele kwi-36% ngo-2023. Kuyaqondakala ukuba ukusetyenziswa kwejeli ye-silica ye-organic kwizithuthi zamandla amatsha kufana ne-20 kg, malunga nezihlandlo ezisi-7 kunezo zezithuthi zorhwebo eziqhelekileyo. Abahlalutyi be-China Merchants Futures babonise ukuba i-silicone eqhuba ubushushu e-silicone njenge-thermal conductivity egqwesileyo, izinto zokugquma, kunye nabavelisi bezithuthi zamandla amatsha ngenxa yeemfuno zokhuseleko ziphezulu ngakumbi, i-thermal conductive silicone iya kusetyenziswa ngakumbi nangakumbi, ngoko ke imfuno yezithuthi zamandla amatsha zesilicone kulindeleke ukuba inyuke ngakumbi.
Inkxaso yeendleko izinzile kancinci kancinci
Okwangoku, phantsi kwesidingo, ubudlelwane phakathi kobonelelo lwe-silicon kunye nemfuno buye baba yinto elungileyo, kwaye enye into ephambili eqhuba ingqiqo yamaxabiso enkxaso yeendleko ze-silicon yendalo iya kuzinza kancinci kancinci.
I-Securities yomthombo ovulekileyo ibonise ukuba kwelinye icala, ixabiso le-silicon kwinqanaba lokuqala le-silicon yemizi-mveliso lehle kakhulu. Ixabiso lentengiselwano lalisondela kumgca weendleko, kwaye ukuzimisela kweefektri ze-silicon zasekhaya ukunyusa amaxabiso kwanda, ngoko ke ithuba lokuqhubeka nokuhla kwamaxabiso lehla.
Kwelinye icala, ngokwembono yokubonelela kunye nemfuno, icala lokubonelela, imvelaphi ephambili yesilicon yemizi-mveliso ichatshazelwa ngamaxabiso aphezulu ombane kunye namaxabiso aphantsi okuthengiselana, kwaye izinga lokusebenza liye lehla kakhulu. Kutshanje, izinga lesitofu sesilicon yemizi-mveliso saseSichuan lisondele kwi-70%. Malunga ne-50%, ukuzimisela kwamaxabiso kweendawo ezimbini ukunyusa ixabiso kuyenyuka. Ngokuphathelele icala lemfuno, iiterminals ezisezantsi emva kweLantern Festival ziye zaqaliswa kwakhona kwaye zaphinda zaveliswa, nto leyo ebekwe ngaphezulu kwixesha elincinci lemfuno yendabuko kwikota yokuqala yalo nyaka, kwaye ukuzithemba kwimarike kuyakhula kancinci kancinci. Kwangaxeshanye, amandla amatsha emveliso ye-polysilicon esezantsi ayaqhubeka nokukhululwa, kwaye abavelisi be-silicon yendalo bayaqhubeka nokunyusa izinga lokusebenza. Abarhwebi abafanelekileyo banethemba ngeemarike ze-silicon zemizi-mveliso.
Idibene nemeko-bume yangoku ye-macro, imveliso ye-silicon yemizi-mveliso kunye neemvakalelo zabarhwebi, i-SCIC Anxin Futures ikwakholelwa ukuba ixabiso le-silicon kulindeleke ukuba lihlale linyuka ngendlela ephakathi nezinzileyo phantsi kwemvelaphi yokuqiniseka okuphezulu kokubuyela kwimeko yesiqhelo kwezoqoqosho lwasekhaya. Ukususela ekuqaleni kwalo nyaka, nangona ukwehla kwe-silicon yemizi-mveliso kufikelele kwi-5.67%, kodwa ngokuzinza kokubuyela kwimeko yesiqhelo kwexabiso le-silicon, inkxaso yeendleko ze-organosilicon iya kutshintsha kancinci ukusuka ekubeni buthathaka ukuya ekubeni namandla.
Ngamafutshane, xa kuthelekiswa nexabiso eliqhelekileyo le-silicon ye-organic eliyi-38,800 yuan kunyaka ophelileyo, ixabiso langoku le-silicon ye-organic lisesezantsi kwinqanaba lokuzulazula, abavelisi banomnqweno omkhulu wokubuyisela inzuzo. Kulindeleke ukuba kwimarike yexesha elizayo, phantsi kwemvelaphi yophuculo oluqhubekayo lwemeko-bume yezoqoqosho, isiphumo esidibeneyo sokuqhuba kwicala lemfuno kunye nokuzinza kwicala leendleko, imakethi ye-DMC ye-silicone elahlekileyo ixesha elide iya kuba nethuba elikhulu lokuphucula.
Ixesha lokuthumela: Februwari-22-2023