Kubva kutanga kwegore, musika wesilicone DMC wakachinja kudzikira muna 2022, uye musika we rebound wakavhurwa nekukurumidza mushure mekubudirira.Kubva munaFebruary 16, muvhareji wemusika mutengo waiva 17,500 yuan (toni mutengo, wakafanana pazasi), uye hafu yemwedzi yakawedzera ne680 yuan, kuwedzera kwe4,04%.Parizvino, kudiwa kwepasi kunotangwa zvishoma nezvishoma, mafungiro eindastiri akanaka, uye musika wenguva pfupi wesilicon unomhanya zvakatsiga.
Mwedzi gumi yekuderera pakupedzisira yakadzokera shure
"Mushure meiyo organic silicon indasitiri yave nenguva yakareba yekudzikira, yatanga kuunza kumusoro."Xiao Jing, Anxin Futures muongorori, akataura kuti mushure meMutambo weLantern, nekuda kwekutangazve basa rekuvaka zvivakwa, iyo organic silicon kurongeka yakagadziridzwa, uye yakadzika chigadzirwa quotation yakamira kudonha uye kuputika., Musika unogadziriswa zvinyoro.
Zvinoenderana nenhamba kubva kumabhizinesi makirabhu, kubva munaKurume 2022, iyo silicon DMC musika ine unilateral yakadzika maitiro uye ichaenderera kusvika mukupera kwegore.Pakupera kwemwedzi we10, mutengo wemusika wepakati wakadonha 22,300 yuan, kuderera kwe57,37%.Kupinda muna 2023, iyo organic silicon musika yakakurumidza kubuda, uye kuwedzera kwasvika 5.8% kubva pari zvino.
Sekureva kweState Investment Anxin Futures Research Report, mukuwedzera kune mabhenefiti ezve-kushanda kwemapurojekiti ezvivakwa, mamwe macheni ekudzika kwemaindasitiri aratidzawo kukwira kuri kuitika mubhodhi, uye mutengo wesilicon wakagadzikana.Kufarira kwekutanga uye kudzika kwemutambo kwakakwirira, kurongeka kunoendeswa mushure mezororo, silicon inventory yakaderera zvikuru, uye mutengo wemusika wakawedzera zvikuru.
Kubva pamaonero ezvigadzirwa zvepasi pasi, 107 glue inoshanda nekuda kwekuchengetedza pamberi pezororo, uye imwe inventory inotamiswa, uye vagadziri vanokwana;maererano nesilicon oiri, kuwedzera kune yakaderera-level kukurudzira kwekutanga mbishi zvinhu, mugadziri anoshanda sosi, iyo yakadzika machira, makemikari ezuva nezuva, silicone, nezvimwewo. Iyo indasitiri ine maitiro ekudzoreredza, inotsigira silicon mafuta muchimiro. yekunyara;maererano neglue yakasvibirira uye glue yakasanganiswa, iyo ichangoburwa yenzvimbo yekuongorora carbonate yezvinhu zvakasvibiswa yakawedzera kuwedzera kuvimba kwemusika.Bhizinesi rinoisa odha, mamiriro ekurongeka akanakira.
Iyo inoshanda yemusika kutengeserana zvakare inotyaira iyo inoenderera ichisimudza chigadzirwa quotation ye organic silicon vatengesi.Kutora muparidzi muShandong semuenzaniso.Pakati pemazuva 8 kubva munaFebruary 8 kusvika ku15, mutengo wesilicone DMC zvigadzirwa zvakagadzirwa neDongyue Chemical Co., Ltd. muShandong yakagadziridzwa ka6, uye mutengo unowedzera ne1000 yuan.Mutengo wesilicone DMC zvigadzirwa zvinogadzirwa neLuxi Chemical Indasitiri yakagadziridzwa kashanu, uye mutengo wakawedzera ne1,800 yuan pamwero.
Kudiwa kuri nyore kutyaira maonero emusika
Ko musika uri kusimukira wekutanga kwesilicon DMC musika unotanga nemazvo here?
Iye anotungamira indasitiri yeHesheng Silicon akati: "Nekudzoreredza kwakazara kwehupfumi, kudiwa kwesilicon kuchadzorerwa.Organic silicon kushandiswa kwakafara.Gore rakapera, kunyange kana mutengo wakawira kune purofiti uye kurasikirwa kwechiyero mutsara, misika yose ichiri kuratidza kukura kwemaitiro.nguva.”
"Organic silicon zvinhu zvinoshandiswa zvakanyanya, zvichifukidza zvese zvehupenyu.Pakati pazvo, indasitiri yezvivakwa zvekuvaka ndiyo inonyanya kukosha, inosvika 34%.Guozhong Anxin Futures akataura mumushumo wekutsvagisa kuti kubva gore rino, musika wezvivakwa wakaunzwa zvakanyanya.Indasitiri yezvivakwa inoratidza iyo yakazara kudzoreredza maitiro, ayo anotyaira zvinodiwa zvesilicon silicon mune real estate kumashure kumagumo uye kushongedza kwemba.
Uye zvakare, kukurumidza kusimudzira kweiyo nyowani simba mota yemunda kunounzawo nyowani yekukura nzvimbo kumusika wesilicone.Maererano nePassenger Car Market Information Association, chiyero chekupinda kwesimba idzva mumotokari dzinotakura vanhu chakasvika 27.6 muzana muna 2022, kusvika 12.6 muzana kubva 2021. kusvika 36% muna 2023. Zvinonzwisiswa kuti organic silica gel kushandiswa kwemagetsi matsva emagetsi akaenzana ne20 kg, inenge 7 nguva yemotokari dzekutengesa.China Merchants Futures vaongorori vakaratidza kuti silicone thermal conductive silicone seyakanakisa yekupisa conductivity, insulation material, ine simba idzva vagadziri vemotokari kuitira kuchengetedza zvinodiwa zviri kuwedzera kukwira, thermal conductive silicone ichave yakawanda uye ichishandiswa zvakanyanya, saka kudiwa kwesimba idzva. mota dzesilicone inotarisirwa kukwira mberi.
Mari yekutsigira zvishoma nezvishoma yakagadzikana
Parizvino, pasi pekuda dhiraivha, hukama pakati pekupihwa kwesilicon uye kudiwa kwakagadzira chinhu chakanaka, uye chimwe chikuru chekutyaira cheiyo mitengo yemitengo yeorganic silicon - mutengo werutsigiro uchadzikama zvishoma nezvishoma.
Open source Securities yakaratidza kuti kune rumwe rutivi, mutengo wesilicon munhanho yekutanga yeindasitiri silicon yakadonha kuderera kukuru.Mutengo wekutengesa waisvika pamutsetse wemutengo, uye kuda kwemafekitori esilicon epamba kukwidza mitengo kwakawedzera, saka nzvimbo yekuenderera kuderera kwemitengo yakadzikira.
Kune rumwe rutivi, kubva pakuona kwekupa uye kudiwa, rutivi rwekupa, iyo huru mavambo e-silicon yeindasitiri inobatwa nemitengo yakakwira yemagetsi uye mitengo yakaderera yekutengeserana, uye chiyero chekushanda chakaderedzwa zvakanyanya.Munguva pfupi yapfuura, iyo Sichuan indasitiri silicon chitofu mwero uri pedyo ne70%.Panenge pa50%, mutengo wekuda kwenzvimbo mbiri dzekuwedzera mutengo unowedzerwa.Panyaya yedivi rekuda, nzvimbo dzepasi pemvura mushure meMutambo weLantern dzatangwazve uye kugadzirwa patsva, iyo inokwidziridzwa mumwaka mudiki wepamusoro wezvinodiwa zvechinyakare muchikamu chekutanga chegore rino, uye kuvimba kwemusika kuri kuwedzera zvishoma nezvishoma.Panguva imwecheteyo, hutsva hutsva hwekugadzira hutsika hwepolysilicon huri kuramba huchibudiswa, uye organic silicon vagadziri vanoramba vachiwedzera chiyero chekushanda.Vatengesi vakakodzera vane tarisiro nezvemaindasitiri esilicon misika.
Yakasanganiswa neazvino macro nharaunda, kugadzirwa kwemaindasitiri silicon uye manzwiro evatengesi, SCIC Anxin Futures inotendawo kuti mutengo wesilicon unotarisirwa kuchengetedza zvine mwero uye zvakatsiga kukwira pasi pechokwadi chepamusoro chekudzoreredza hupfumi hwenyika.Kubva pakutanga kwegore rino, kunyangwe kuderera kwemaindasitiri silicon kwakasvika 5.67%, asi nekugadzikana kwesilicon kudzoreredza mutengo, mutengo werutsigiro we organosilicon uchachinja zvishoma nezvishoma kubva pakuneta kuenda kune yakasimba.
Muchidimbu, zvichienzaniswa neavhareji yemutengo wegore rapfuura weorganic silicon 38,800 yuan yakakwira, mutengo wazvino weorganic silicon uchiri pazasi pedanho rekudzungaira, vagadziri vane chishuwo chakasimba chekudzorera purofiti.Zvinotarisirwa kuti mumusika unotevera, pasi pemashure ekusimbaradza kwakasimba kwemamiriro ehupfumi, iyo yakasanganiswa mhedzisiro yekudiwa padivi kutyaira uye mutengo wedivi kudzikamisa, musika wakarasika wesilicone DMC uchave nemukana wakakura wekuvandudza.
Nguva yekutumira: Feb-22-2023