Kuyambira pachiyambi cha chaka, msika wa silicone DMC wasintha kuchepa kwa 2022, ndipo msika wobwereranso wayamba kugwira ntchito mwachangu pambuyo pa kupambana. Pofika pa 16 February, mtengo wapakati pamsika unali 17,500 yuan (mtengo wa tani, womwewo pansipa), ndipo theka la mwezi linakwera ndi 680 yuan, kuwonjezeka kwa 4.04%. Pakadali pano, kufunikira kwa zinthu zotsika pang'onopang'ono kukuyambitsidwa, malingaliro amakampani ndi abwino, ndipo msika wa silicon wa nthawi yochepa upitilizabe.
Miyezi khumi ya kuchepa kwa chuma yabwerera m'mbuyo
"Pambuyo poti makampani opanga silicon yachilengedwe akumana ndi kuchepa kwa nthawi yayitali, ayamba kukwera." Xiao Jing, katswiri wa Anxin Futures, adati pambuyo pa Chikondwerero cha Lantern, chifukwa cha ntchito yowonjezereka yogulitsa nyumba, dongosolo la silicon yachilengedwe linasintha, ndipo mtengo wa zinthu zomwe zili pansi pake unasiya kugwa ndikubwereranso. , Msika ukukonzedwa pang'ono.
Malinga ndi ziwerengero kuchokera ku makalabu amalonda, kuyambira mu Marichi 2022, msika wa silicon DMC uli ndi kutsika kwa mbali imodzi ndipo upitilizabe mpaka kumapeto kwa chaka. Pakutsika kwa miyezi 10, mtengo wapakati pamsika unatsika ndi 22,300 yuan, kutsika kwa 57.37%. Pofika mu 2023, msika wa silicon wachilengedwe watsika mofulumira, ndipo kukwera kwafika pa 5.8% pakadali pano.
Malinga ndi State Investment Anxin Futures Research Report, kuwonjezera pa ubwino wokonzanso mapulojekiti ogulitsa nyumba, makampani ena ogulitsa nyumba awonetsanso kuti zinthu zikukwera m'njira zosiyanasiyana, ndipo mtengo wa silicon wakhazikika. Chidwi cha mtengo wapamwamba ndi wotsika wa chikondwererochi n'chokwera, oda imaperekedwa pambuyo pa tchuthi, zinthu zomwe zili mu silicon zatsika kwambiri, ndipo mtengo wapakati pamsika wakwera kwambiri.
Kuchokera pamalingaliro a zinthu zinazake zoyambira, guluu wa 107 umagwira ntchito chifukwa cha masheya asanafike tchuthi, ndipo zinthu zina zimasamutsidwa, ndipo opanga amakhala okwanira; pankhani ya mafuta a silicon, kuwonjezera pa kusonkhezera kochepa kwa zinthu zoyambirira zopangira, masheya ogwira ntchito a wopanga, nsalu zoyambira, mankhwala a tsiku ndi tsiku, silicone, ndi zina zotero. Makampaniwa ali ndi chizolowezi chobwezeretsa, chothandizira mafuta a silicon mwanjira ya manyazi; pankhani ya guluu wosaphika ndi guluu wosakanikirana, kufufuza kwaposachedwa kwa carbonate ya zinthu zopangira kwawonjezeka kuti kuwonjezere chidaliro cha msika. Kampani ikayitanitsa, mkhalidwe wa oda ndi wabwino kwambiri.
Kugulitsa kwa msika komwe kukuchitika kumalimbikitsanso kukweza mtengo wa zinthu zomwe ogulitsa silicon achilengedwe amachita. Mwachitsanzo, potengera wogulitsa ku Shandong. Kwa masiku 8 kuyambira pa 8 February mpaka 15, mtengo wa zinthu za silicone DMC zopangidwa ndi Dongyue Chemical Co., Ltd. ku Shandong unasinthidwa kasanu ndi kamodzi, ndipo mtengo unakwera ndi 1000 yuan. Mtengo wa zinthu za silicone DMC zopangidwa ndi Luxi Chemical Industry wasinthidwa kasanu, ndipo mtengo unakwera ndi 1,800 yuan yonse.
Kufuna zinthu n'kosavuta kuyendetsa bwino msika
Kodi msika wokwera wa msika wa silicon DMC womwe umayamba bwino ungayambe bwino?
Munthu woyang'anira mafakitale a Hesheng Silicon anati: "Chifukwa cha kuchira kwathunthu kwa chuma, kufunikira kwa silicon kudzabwezeretsedwa. Kugwiritsa ntchito silicon yachilengedwe kuli kwakukulu. Chaka chatha, ngakhale mtengo utatsika kufika pa mzere wa phindu ndi kutayika, msika wonse udawonetsabe kukula kwa nthawi."
"Zida za silicon zachilengedwe zimagwiritsidwa ntchito kwambiri, zomwe zimakhudza mbali zonse za moyo. Pakati pawo, makampani opanga zida zomangira ndi omwe ali ndi gawo lalikulu kwambiri, kufika pa 34%." Guozhong Anxin Futures adawonetsa mu lipoti la kafukufuku kuti kuyambira chaka chino, msika wogulitsa nyumba wayambitsidwa kwambiri. Makampani ogulitsa nyumba akuwonetsa momwe zinthu zikuyendera bwino, zomwe zidzatsogolera zosowa za silicon silicon pakukongoletsa nyumba ndi nyumba.
Kuphatikiza apo, chitukuko chofulumira cha gawo latsopano la magalimoto amphamvu chimabweretsanso malo atsopano okulirapo pamsika wa silicone. Malinga ndi Passenger Car Market Information Association, kuchuluka kwa mphamvu zatsopano m'magalimoto okwera anthu kunafika pa 27.6 peresenti mu 2022, kukwera ndi 12.6 peresenti poyerekeza ndi 2021. M'tsogolomu, kuchuluka kwa mphamvu zatsopano kudzawonjezeka mofulumira ndipo kukuyembekezeka kufika pa 36% mu 2023. Zikumveka kuti kugwiritsa ntchito silika gel yachilengedwe m'magalimoto atsopano amphamvu kuli ngati 20 kg, pafupifupi nthawi 7 kuposa magalimoto wamba amalonda. Akatswiri a China Merchants Futures adanenanso kuti silicone thermal conductive silicone ngati thermal conductivity yabwino kwambiri, insulation material, ndi opanga magalimoto atsopano amphamvu kuti atetezeke akuchulukirachulukira, thermal conductive silicone idzagwiritsidwa ntchito kwambiri, kotero kufunikira kwa magalimoto atsopano amphamvu a silicone kukuyembekezeka kukwera kwambiri.
Chithandizo cha mtengo chimakhazikika pang'onopang'ono
Pakadali pano, chifukwa cha kufunikira kwa zinthu zomwe zikufunidwa, ubale pakati pa kupezeka kwa zinthu za silicon ndi kufunidwa kwakhala chinthu chabwino, ndipo chinthu china chachikulu chomwe chimayambitsa mitengo ya zinthu za organic silicon - chithandizo cha mtengo chidzakhazikika pang'onopang'ono.
Kampani ya Open source Securities inanena kuti mbali imodzi, mtengo wa silicon kumayambiriro kwa silicon yamafakitale unatsika kwambiri. Mtengo wa malonda unali kuyandikira malire a mtengo, ndipo kufunitsitsa kwa mafakitale a silicon akunyumba kukweza mitengo kunakwera, kotero malo opitilira kutsika kwa mitengo anatsika.
Kumbali ina, poganizira za kupezeka ndi kufunikira, mbali yopereka, chiyambi chachikulu cha silicon ya mafakitale chimakhudzidwa ndi mitengo yokwera yamagetsi ndi mitengo yotsika ya malonda, ndipo chiwongola dzanja chogwirira ntchito chachepetsedwa kwambiri. Posachedwapa, chiwongola dzanja cha masitovu a silicon a mafakitale ku Sichuan chili pafupi ndi 70%. Pafupifupi 50%, kufunitsitsa kwa mitengo kwa malo awiriwa kukweza mtengo kwawonjezeka. Ponena za kufunikira, malo otsikira pambuyo pa Chikondwerero cha Lantern ayambiranso ndikupanganso, zomwe zimayikidwa kwambiri mu nyengo yaying'ono ya kufunikira kwachikhalidwe mu kotala loyamba la chaka chino, ndipo chidaliro cha msika chikuwonjezeka pang'onopang'ono. Nthawi yomweyo, mphamvu yatsopano yopangira polysilicon yapansi ikupitilizabe kutulutsidwa, ndipo opanga silicon yachilengedwe akupitilizabe kukweza chiwongola dzanja chogwirira ntchito. Amalonda oyenerera ali ndi chiyembekezo cha misika ya silicon yamakampani.
Pogwirizana ndi malo omwe alipo panopa, kupanga silicon m'mafakitale ndi malingaliro a amalonda, SCIC Anxin Futures ikukhulupiriranso kuti mtengo wa silicon ukuyembekezeka kukhalabe wokwera pang'onopang'ono komanso mosalekeza pansi pa chitsimikizo chachikulu cha kuchira kwachuma m'dziko. Kuyambira pachiyambi cha chaka chino, ngakhale kuti silicon m'mafakitale yatsika kufika pa 5.67%, koma ndi kukhazikika kwa kuchira kwa mtengo wa silicon, chithandizo cha organosilicon chidzasintha pang'onopang'ono kuchoka pa kufooka kupita pa kulimba.
Mwachidule, poyerekeza ndi mtengo wapakati wa silicon wachilengedwe wa 38,800 yuan chaka chatha, mtengo wapano wa silicon wachilengedwe ukadali pansi pa gawo loyendayenda, opanga ali ndi chikhumbo chachikulu chobwezeretsa phindu. Zikuyembekezeka kuti pamsika wamtsogolo, pansi pa kusintha kosalekeza kwa chilengedwe chachuma, zotsatira zophatikizana za kuyendetsa mbali yofunikira komanso kukhazikika kwa mtengo, msika wa silicone DMC womwe watayika kwa nthawi yayitali udzakhala ndi mwayi waukulu wokwera.
Nthawi yotumizira: Feb-22-2023