Ho tloha qalong ea selemo, 'maraka oa silicone DMC o fetotse ho theoha ka 2022,' me mmaraka oa rebound o ile oa buloa kapele kamora katleho.Ho tloha ka la 16 February, karolelano ea theko ea 'maraka e ne e le 17,500 yuan (theko ea lithane, e tšoanang ka tlase),' me khoeli ea halofo e ile ea eketseha ka 680 yuan, keketseho ea 4.04%.Hajoale, tlhoko e tlase e qala butle-butle, maikutlo a indasteri a ntle, 'me maraka a nakoana a silicon a tla sebetsa butle-butle.
Likhoeli tse leshome tsa ho fokotseha qetellong li fetohile
"Kamora hore indasteri ea silicon e theohe nako e telele, e se e qalile ho nyoloha."Xiao Jing, Anxin Futures mohlahlobi, o bontšitse hore ka mor'a Mokete oa Lantern, ka lebaka la mosebetsi o tsosolositsoeng oa mehaho ea thepa ea matlo, taelo ea silicon e ile ea ntlafala, 'me tlhahiso ea lihlahisoa tse tlaase e ile ea khaotsa ho oa' me ea khutla., Mmaraka o lokisoa ka bonolo.
Ho ea ka lipalo-palo tse tsoang ho lihlopha tsa khoebo, ho tloha ka Hlakubele 2022, 'maraka oa silicon DMC o na le mokhoa o le mong oa ho theoha' me o tla tsoela pele ho fihlela qetellong ea selemo.Ka ho fokotseha ha likhoeli tsa 10, ka karolelano theko ea 'maraka e theohile 22,300 yuan, e fokotseha ka 57,37%.Ho kena ka 2023, 'maraka oa silicon o theohile ka potlako, mme keketseho e fihlile ho 5.8% ho tloha hajoale.
Ho ea ka Tlaleho ea Lipatlisiso ea State Investment Anxin Futures Research, ho phaella melemo ea ts'ebetso ea ts'ebetso ea merero ea thekiso ea matlo le thepa e tlaase, liketane tse ling tse tlaase tsa indasteri le tsona li bontšitse mokhoa o ntseng o phahama ho pholletsa le boto, 'me theko ea silicon e tsitsitse.Cheseho ea premium le tlase ea mokete ke e phahameng, taelo e fanoa ka mor'a matsatsi a phomolo, thepa ea silicon e fokotsehile haholo, 'me theko e tloaelehileng ea maraka e eketsehile haholo.
Ho ea ka pono ea lihlahisoa tse khethehileng tse ka tlaase ho metsi, sekhomaretsi sa 107 se sebetsa ka lebaka la ho boloka chelete pele ho matsatsi a phomolo, 'me lihlahisoa tse ling li fetisoa,' me bahlahisi ba lekane;mabapi le oli ea silicon, ntle le ts'usumetso e tlase ea lisebelisoa tsa pele tsa lihlahisoa, lihlahisoa tse sebetsang tsa moetsi, masela a tlaase, lik'hemik'hale tsa letsatsi le letsatsi, silicone, joalo-joalo indasteri e na le mokhoa oa ho hlaphoheloa, o tšehetsa oli ea silicon ka mokhoa. ho hlajoa ke lihlong;mabapi le sekhomaretsi se tala le sekhomaretsi se tsoakiloeng, tlhahlobo ea morao-rao ea lehae ea carbonate ea lisebelisoa tse tala e eketsehile ho matlafatsa kholiseho ea 'maraka.Khoebo e etsang odara, boemo ba taelo bo nepahetse.
Ts'ebetso ea 'maraka e sebetsang e boetse e tsamaisa tlhahiso e tsoelang pele ea lihlahisoa tsa barekisi ba silicon.Ho nka mohoeletsi Shandong e le mohlala.Nakong ea matsatsi a 8 ho tloha ka la 8 ho ea ho la 15 February, theko ea lihlahisoa tsa silicone DMC tse hlahisoang ke Dongyue Chemical Co., Ltd. Shandong e ile ea fetoloa ka makhetlo a 6, 'me theko e eketseha ka 1000 yuan.Theko ea lihlahisoa tsa silicone DMC e hlahisoang ke Luxi Chemical Industry e fetotsoe ka makhetlo a mahlano, 'me theko e eketsehile ka li-yuan tse 1,800 ka kakaretso.
Tlhokahalo e bonolo ho tsamaisa pono ea 'maraka
Na 'maraka o ntseng o phahama oa ho qala' maraka oa silicon DMC o ka qala hantle?
Motho ea okametseng indasteri ea Hesheng Silicon o itse: "Ka ho hlaphoheloa ka botlalo ha moruo, tlhoko ea silicon e tla khutlisoa.Tšebeliso ea silicon ea tlhaho e pharaletseng.Selemong se fetileng, le haeba theko e oela ho phaello le tahlehelo ea tekanyo ea tekanyo, 'maraka oa kakaretso o ntse o bontša mokhoa oa ho hōla.nako.”
"Lisebelisoa tsa silicon tsa tlhaho li sebelisoa haholo, li akaretsa likarolo tsohle tsa bophelo.Har'a tsona, indasteri ea thepa ea kaho e nka karolo e kholo ka ho fetisisa, e fihlang ho 34%.Guozhong Anxin Futures o bontšitse tlalehong ea lipatlisiso hore ho tloha selemong sena, 'maraka oa thekiso ea matlo o hlahisitsoe ka bongata.Indasteri ea thekiso ea matlo e bonts'a mokhoa o akaretsang oa ho hlaphoheloa, o tla tsamaisa litlhoko tsa silicon ea silicon sebakeng sa thekiso ea matlo le mokhabiso oa lehae.
Ntle le moo, nts'etsopele e potlakileng ea lebala le lecha la likoloi tsa matla le eona e tlisa sebaka se secha sa kholo ea tlhokahalo 'marakeng oa silicone.Ho ea ka Mokhatlo oa Phatlalatso oa Phatlalatso ea Likoloi tsa Likoloi, tekanyo ea ho kenella ha matla a macha likoloing tsa baeti e fihlile ho karolo ea 27,6 lekholong ka 2022, ho ea ho karolo ea 12,6 lekholong ho tloha 2021. Nakong e tlang, tekanyo ea ho kenella ha likoloi tse ncha tsa matla e ntse e tla eketseha ka potlako 'me e lebelletsoe ho fihla 36% ka 2023. Ho utloisisoa hore tšebeliso ea li-gel silica gel ea likoloi tse ncha tsa matla li lekana le 20 kg, hoo e ka bang makhetlo a 7 ho feta likoloi tse tloaelehileng tsa khoebo.Bahlahlobisisi ba China Merchants Futures ba bontšitse hore silicone e futhumatsang e le sesebelisoa se setle sa ho futhumatsa mocheso, lisebelisoa tsa ho kenya letsoho, tse nang le baetsi ba likoloi tse ncha tsa matla bakeng sa litlhoko tsa polokeho li ntse li eketseha, silicone e futhumatsang e tla sebelisoa le ho feta, kahoo tlhoko ea matla a macha. likoloi tsa silicone li lebelletsoe ho nyoloha ho feta.
Tšehetso ea litšenyehelo butle-butle e tsitsitse
Hajoale, tlasa tlhokeho ea tlhokahalo, kamano lipakeng tsa phepelo ea silicon le tlhoko e thehile ntlha e ntle, mme ntlha e 'ngoe e kholo ea ho khanna litheko tsa organic silicon - cost support e tla tsitsa butle-butle.
Mohloli o bulehileng oa Securities o bontšitse hore ka lehlakoreng le leng, theko ea silicon qalong ea silicon ea indasteri e ile ea theoha haholo.Theko ea thekiso e ne e atamela moeli oa litšenyehelo, 'me boikemisetso ba lifeme tsa lehae tsa silicon ba ho nyolla litheko bo ile ba eketseha, kahoo sebaka sa ho theoha ho tsoelang pele ha litheko se fokotsehile.
Ka lehlakoreng le leng, ho latela pono ea phepelo le tlhokahalo, lehlakore la phepelo, tšimoloho e kholo ea silicon ea indasteri e angoa ke litheko tse phahameng tsa motlakase le litheko tse tlase tsa transaction, mme sekhahla sa ts'ebetso se fokotsehile haholo.Haufinyane tjena, sekhahla sa setofo sa silicon sa indasteri ea Sichuan se haufi le 70%.Hoo e ka bang 50%, boikemisetso ba theko ea libaka tse peli ho eketsa theko bo eketsehile.Mabapi le lehlakore la tlhokeho, liteishene tse tlase ka mor'a Mokete oa Lantern li tsosolositsoe le ho etsoa bocha, e leng se phahametseng sehla se senyenyane sa tlhokeho ea setso kotareng ea pele ea selemo sena, 'me kholiseho ea 'maraka e ntse e eketseha butle-butle.Ka nako e ts'oanang, matla a macha a tlhahiso ea polysilicon e tlase e ntse e tsoela pele ho lokolloa, 'me baetsi ba silicon ba ntse ba tsoela pele ho eketsa lebelo la ts'ebetso.Bahoebi ba amehang ba na le tšepo mabapi le limmaraka tsa silicon tsa indasteri.
Ha e kopantsoe le tikoloho ea hajoale ea macro, tlhahiso ea silicon ea indasteri le maikutlo a barekisi, SCIC Anxin Futures e boetse e lumela hore theko ea silicon e lebelletsoe ho boloka boemo bo holimo bo itekanetseng le bo tsitsitseng tlasa semelo sa netefatso e phahameng ea ntlafatso ea moruo oa lehae.Ho tloha qalong ea selemo sena, le hoja ho fokotseha ha silicon ea indasteri ho fihlile ho 5.67%, empa ka botsitso ba ho hlaphoheloa ha theko ea silicon, tšehetso ea litšenyehelo tsa organosilicon e tla fetoha butle-butle ho tloha ho fokola ho ea ho matla.
Ka kakaretso, ha ho bapisoa le karolelano ea theko ea selemo se fetileng ea silicon e phahameng ea 38,800 yuan, theko ea hona joale ea silicon ea organic e ntse e le tlaase ho sethaleng sa ho lelera, bahlahisi ba na le takatso e matla ea ho tsosolosa phaello.Ho lebelletsoe hore 'marakeng oa kamoso, tlas'a semelo sa ntlafatso e tsitsitseng ea tikoloho ea moruo o moholo, phello e kopaneng ea tlhokahalo ea ho khanna ka lehlakoreng le litšenyehelo tse tsitsitseng,' maraka oa khale o lahlehileng oa silicone oa DMC o tla ba le monyetla o moholo oa ho ntlafala.
Nako ea poso: Feb-22-2023