Kuyambira kuchiyambi kwa chaka, msika wa silikoni wa DMC wasintha kutsika mu 2022, ndipo msika wobwereketsa udayatsidwa mwachangu atapambana.Pofika pa February 16, mtengo wamsika unali 17,500 yuan (mtengo wa tani, womwewo pansipa), ndipo theka la mwezi linakula ndi 680 yuan, kuwonjezeka kwa 4.04%.Pakadali pano, kufunikira kwapansi kumayambika pang'onopang'ono, malingaliro amakampaniwo ndi abwino, ndipo msika wanthawi yayitali wa silicon uziyenda pang'onopang'ono.
Miyezi khumi ya kuchepa kwasintha
"Pambuyo pamakampani opanga ma silicon omwe adatsika kwa nthawi yayitali, ayamba kukwera."Xiao Jing, katswiri wa kafukufuku wa Anxin Futures, adanena kuti pambuyo pa Chikondwerero cha Lantern, chifukwa cha ntchito yowonjezereka ya zomangamanga zomanga nyumba, dongosolo la silicon likuyenda bwino, ndipo kutsika kwa malonda kunasiya kugwa ndikuwonjezeka., Msikawu ukukonzedwa mofatsa.
Malinga ndi ziwerengero zamakalabu abizinesi, kuyambira Marichi 2022, msika wa silicon DMC uli ndi kutsika kosagwirizana ndipo upitilira mpaka kumapeto kwa chaka.Pakuchepa kwa miyezi 10, mtengo wamsika wapakati unatsika 22,300 yuan, kuchepa kwa 57.37%.Pofika mu 2023, msika wa organic silicon watsika mwachangu, ndipo chiwonjezeko chafika 5.8% kuyambira pano.
Malinga ndi lipoti la State Investment Anxin Futures Research Report, kuwonjezera pa phindu la ntchito yokonzanso malo otsika pansi, maunyolo ena akumunsi a mafakitale awonetsanso kukwera kwa gulu lonse, ndipo mtengo wa silicon wakhazikika.Chisangalalo cha premium ndi pansi pa chikondwererocho ndi chapamwamba, dongosololi limaperekedwa pambuyo pa tchuthi, kuwerengera kwa silicon kwatsika kwambiri, ndipo mtengo wamsika wawonjezeka kwambiri.
Kuchokera pamalingaliro azinthu zenizeni zakutsika, guluu 107 limagwira ntchito chifukwa chosungira tchuthi chisanachitike, ndipo zowerengera zina zimasamutsidwa, ndipo opanga ndi okwanira;ponena za mafuta a silicon, kuwonjezera pa kusonkhezera kwapansi kwa zipangizo zopangira zopangira zopangira zopangira zopangira zopangira, nsalu zapansi, mankhwala a tsiku ndi tsiku, silicone, etc. za manyazi;ponena za guluu yaiwisi ndi guluu wosakanizidwa, kufufuza kwaposachedwa kwa carbonate kwa zipangizo zopangira zinthu kwawonjezeka kuti kulimbikitse chidaliro cha msika.Makampani akamayitanitsa, madongosolo ndi abwino.
Msika womwe umagwira ntchito umapangitsanso kukweza kwazinthu kosalekeza kwa ogulitsa ma silicon.Kutenga wogawa ku Shandong monga chitsanzo.Pamasiku 8 kuyambira February 8 mpaka 15, mtengo wa silikoni DMC mankhwala opangidwa ndi Dongyue Chemical Co., Ltd. ku Shandong inasinthidwa kwa 6 nthawi, ndi mtengo ukuwonjezeka ndi 1000 yuan.Mtengo wazinthu za silikoni za DMC zopangidwa ndi Luxi Chemical Viwanda zasinthidwa kasanu, ndipo mtengo wakwera ndi 1,800 yuan yonse.
Kufuna ndikosavuta kuyendetsa msika
Kodi msika ukukwera woyambira msika wa silicon DMC womwe umayamba bwino?
Woyang'anira bizinesi ya Hesheng Silicon adati: "Ndi kuyambiranso kwachuma kwachuma, kufunikira kwa silicon kudzabwezeretsedwa.Kugwiritsiridwa ntchito kwa organic silicon ndikokula.Chaka chatha, ngakhale mtengo utagwera pamtengo wopindulitsa komanso wotayika, msika wonse udawonetsabe kukula.nthawi.”
"Zida za silicon zakuthupi zimagwiritsidwa ntchito kwambiri, zomwe zimakhudza mbali zonse za moyo.Mwa iwo, makampani opanga zida zomanga ndi omwe amakula kwambiri, kufika 34%.Guozhong Anxin Futures adawonetsa mu lipoti lofufuza kuti kuyambira chaka chino, msika wanyumba wakhazikitsidwa kwambiri.Makampani ogulitsa nyumba akuwonetsa njira yobwezeretsanso, yomwe idzayendetsa zosowa za silicon silicon muzogulitsa nyumba ndi kukongoletsa nyumba.
Kuphatikiza apo, kukula kwachangu kwa gawo lamagalimoto atsopano amagetsi kumabweretsanso malo atsopano ofunikira pamsika wa silicone.Malinga ndi bungwe la Passenger Car Market Information Association, kuchuluka kwa mphamvu zatsopano m'magalimoto okwera kufika pa 27.6 peresenti mu 2022, kufika pa 12.6 peresenti kuchokera ku 2021. kufika 36% mu 2023. Zimamveka kuti organic silica gel kumwa kwa magalimoto amphamvu atsopano ndi pafupifupi 20 kg, pafupifupi 7 nthawi ya magalimoto wamba malonda.China Merchants Futures akatswiri ananena kuti silikoni matenthedwe conductive silikoni monga kwambiri matenthedwe madutsidwe, kutchinjiriza zakuthupi, ndi opanga galimoto mphamvu zatsopano zofunika chitetezo akuchulukirachulukira mkulu, matenthedwe conductive silikoni adzakhala kwambiri ndi ntchito kwambiri, kotero kufunika kwa mphamvu zatsopano. magalimoto a silicone akuyembekezeka kukwera kwambiri.
Thandizo la mtengo wokhazikika pang'onopang'ono
Pakalipano, poyendetsa kufunikira, ubale pakati pa kupezeka kwa silicon ndi kufunikira kwapanga chinthu chabwino, ndipo chinthu china chachikulu choyendetsa mtengo wamtengo wapatali wa organic silicon - mtengo wothandizira udzakhazikika pang'onopang'ono.
Open source Securities inanena kuti mbali imodzi, mtengo wa silicon kumayambiriro kwa silicon ya mafakitale unatsika kwambiri.Mtengo wamalondawo unali kuyandikira mtengo wamtengo wapatali, ndipo kufunitsitsa kwa mafakitale apanyumba a silicon kukweza mitengo kunakwera, motero malo opitilira kutsika kwamitengo adatsika.
Kumbali inayi, kuchokera pamalingaliro akupereka ndi kufunikira, mbali yoperekera, chiyambi chachikulu cha silicon yamakampani chimakhudzidwa ndi mitengo yayikulu yamagetsi ndi mitengo yotsika mtengo, ndipo kuchuluka kwantchito kwachepetsedwa kwambiri.Posachedwapa, Sichuan mafakitale silikoni chitofu mlingo uli pafupi 70%.Pafupifupi 50%, kufunitsitsa kwamitengo kwa malo awiriwa kuti awonjezere mtengo kumawonjezeka.Pankhani yofunikira, ma terminals akumunsi pambuyo pa Chikondwerero cha Lantern adayambidwanso ndikupangidwanso, zomwe zimayikidwa pamwamba pa nyengo yaying'ono yofunikira yachikhalidwe mchaka choyamba cha chaka chino, ndipo chidaliro chamsika chikuwonjezeka pang'onopang'ono.Panthawi imodzimodziyo, mphamvu yatsopano yopangira polysilicon yotsika pansi ikupitirizabe kumasulidwa, ndipo opanga ma silicon organic akupitiriza kuwonjezera kuchuluka kwa ntchito.Amalonda oyenerera ali ndi chiyembekezo pamisika yamakampani ya silicon.
Kuphatikizidwa ndi chilengedwe chamakono, kupanga silicon m'mafakitale ndi malingaliro a amalonda, SCIC Anxin Futures imakhulupiriranso kuti mtengo wa silicon ukuyembekezeka kukhala wokwera pang'ono komanso wosasunthika chifukwa cha kutsimikizika kwakukulu kwachuma chapakhomo.Kuyambira kumayambiriro kwa chaka chino, ngakhale kuchepa kwa silicon kwa mafakitale kunafika pa 5.67%, koma ndi kukhazikika kwa mtengo wamtengo wapatali wa silicon, chithandizo chamtengo wapatali cha organosilicon chidzasintha pang'onopang'ono kuchoka kufooka kupita ku mphamvu.
Mwachidule, poyerekeza ndi mtengo wapakati wa chaka chatha wa organic silicon 38,800 yuan mkulu, mtengo wamakono wa silicon organic akadali pansi pa siteji akungoyendayenda, opanga ali ndi chikhumbo champhamvu kubwezeretsa phindu.Zikuyembekezeka kuti pamsika wamtsogolo, motsogozedwa ndi kusinthika kwachuma kwachuma, kuphatikizika kwa kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka zabubukhundubundukhundundukhumbo9mbo99yilojiwewewewewewewe okwesonto KASILIRA 2010
Nthawi yotumiza: Feb-22-2023