Tun daga farkon shekarar, kasuwar silicone DMC ta sauya raguwar da aka samu a shekarar 2022, kuma kasuwar ta farfado da sauri bayan samun nasara. Ya zuwa ranar 16 ga Fabrairu, matsakaicin farashin kasuwa ya kasance yuan 17,500 (farashin tan, iri ɗaya a ƙasa), kuma rabin watan ya karu da yuan 680, karuwar 4.04%. A halin yanzu, ana fara buƙatu a hankali a ɓangaren da ke ƙasa, tunanin masana'antar yana da kyau, kuma kasuwar silicon ta ɗan gajeren lokaci za ta ci gaba da aiki a hankali.
Watanni goma na raguwar tattalin arziki sun koma baya
"Bayan da masana'antar silicon ta organic ta fuskanci raguwar lokaci mai tsawo, ta fara haifar da ci gaba." Xiao Jing, manazarci kan Anxin Futures, ya nuna cewa bayan bikin Lantern, saboda ci gaba da aikin gine-gine, tsarin silicon na organic ya inganta, kuma farashin kayayyakin da ke ƙasa ya daina faɗuwa kuma ya sake farfadowa. , An ɗan gyara kasuwar.
A bisa kididdiga daga kungiyoyin kasuwanci, tun daga watan Maris na 2022, kasuwar silicon DMC ta samu koma baya a gefe guda kuma za ta ci gaba da kasancewa har zuwa karshen shekara. A cikin raguwar watanni 10, matsakaicin farashin kasuwa ya fadi da yuan 22,300, raguwar kashi 57.37%. A shekarar 2023, kasuwar silicon ta kwayoyin halitta ta ragu da sauri, kuma karuwar ta kai kashi 5.8% a yanzu.
A cewar Rahoton Bincike na Anxin Futures na Zuba Jari na Jihar, baya ga fa'idodin sake fasalin ayyukan gidaje na ƙasa, sauran sarƙoƙin masana'antu na ƙasa suma sun nuna ƙaruwar yanayin a duk faɗin ƙasar, kuma farashin silicon ya daidaita. Sha'awar ƙimar kuɗi da kuma raguwar bikin yana da yawa, ana isar da oda bayan hutun, kayan silicon sun ragu sosai, kuma matsakaicin farashin kasuwa ya karu sosai.
Daga mahangar takamaiman samfuran ƙasa, manne 107 yana aiki saboda kayan da aka saka kafin hutun, kuma ana canja wasu kayayyaki, kuma masana'antun sun isa; dangane da man silicon, ban da ƙarancin ƙarfin kayan farko, kayan da masana'anta ke amfani da su, yadi na ƙasa, sinadarai na yau da kullun, silicone, da sauransu. Masana'antar tana da yanayin murmurewa, tana tallafawa man silicon a cikin nau'in kunya; dangane da manne da aka saka da manne gauraye, binciken carbonate na kayan ƙasa na baya-bayan nan ya ƙaru don haɓaka amincewa da kasuwa. Yin oda a cikin kasuwanci, yanayin oda ya dace.
Cinikin kasuwa mai aiki shi ma yana haifar da ci gaba da ƙara yawan farashin kayayyakin da dillalan silicon na halitta ke bayarwa. Idan aka ɗauki misali da mai rarrabawa a Shandong. A cikin kwanaki 8 daga 8 ga Fabrairu zuwa 15, an daidaita farashin kayayyakin silicone DMC da Dongyue Chemical Co., Ltd. ta samar a Shandong sau 6, inda farashin ya ƙaru da yuan 1000. An daidaita farashin kayayyakin silicone DMC da Luxi Chemical Industry ta samar sau biyar, kuma farashin ya ƙaru da yuan 1,800 jimilla.
Buƙata tana da sauƙin haifar da yanayin kasuwa
Shin kasuwar da ke tasowa don fara kasuwar silicon DMC za ta iya farawa da kyau?
Mutumin da ke kula da masana'antar Hesheng Silicon ya ce: "Tare da farfadowar tattalin arziki gaba daya, za a dawo da bukatar silicon. Amfani da silicon na halitta ya yi yawa. A bara, koda farashin ya fadi zuwa layin riba da asara, kasuwa gaba daya ta nuna ci gaban lokaci."
"Ana amfani da kayan silicon na halitta sosai, wanda ya shafi dukkan fannoni na rayuwa. Daga cikinsu, masana'antar kayan gini ta kai mafi girman kaso, wanda ya kai kashi 34%." Guozhong Anxin Futures ya nuna a cikin rahoton binciken cewa tun daga wannan shekarar, an fara gabatar da kasuwar gidaje sosai. Masana'antar gidaje ta nuna yanayin farfadowa gabaɗaya, wanda zai haifar da buƙatun silicon silicon a cikin kayan gida da kuma kayan ado na gida.
Bugu da ƙari, saurin ci gaban sabuwar hanyar samar da makamashi ta motoci shi ma yana kawo sabbin hanyoyin haɓaka buƙatu ga kasuwar silicone. A cewar Ƙungiyar Bayanai ta Kasuwar Motocin Fasinja, yawan shigar sabbin makamashi a cikin motocin fasinja ya kai kashi 27.6 cikin ɗari a shekarar 2022, wanda ya karu da kashi 12.6 cikin ɗari daga shekarar 2021. A nan gaba, yawan shigar sabbin motocin makamashi zai ci gaba da ƙaruwa da sauri kuma ana sa ran zai kai kashi 36 cikin ɗari a shekarar 2023. An fahimci cewa yawan amfani da gel ɗin silica na halitta na sabbin motocin makamashi ya kai kilogiram 20, kusan sau 7 na motocin kasuwanci na yau da kullun. Masu sharhi na China Merchants Futures sun nuna cewa silicone mai ɗaukar zafi mai ɗauke da sinadarin silicone a matsayin ingantaccen tsarin dumama, kayan kariya, tare da sabbin masana'antun motocin makamashi don buƙatun aminci suna ƙaruwa, kuma za a ƙara amfani da silicone mai ɗaukar zafi sosai, don haka ana sa ran buƙatar sabbin motocin makamashi don silicone za ta ƙara ƙaruwa.
Tallafin kuɗi a hankali yana da karko
A halin yanzu, a ƙarƙashin buƙatar buƙatu, alaƙar da ke tsakanin wadatar silicon da buƙata ta haifar da wani abu mai kyau, kuma wani babban abin da ke haifar da dabarun farashi na tallafin farashin silicon na halitta zai daidaita a hankali.
Open source Securities ta nuna cewa a gefe guda, farashin silicon a farkon matakin masana'antar silicon ya faɗi sosai. Farashin ciniki yana gab da faɗuwa, kuma sha'awar masana'antar silicon ta cikin gida na ƙara farashi ya ƙaru, don haka sararin ci gaba da faɗuwar farashi ya ragu.
A gefe guda kuma, daga mahangar wadata da buƙata, ɓangaren wadata, babban asalin silicon na masana'antu yana shafar hauhawar farashin wutar lantarki da ƙarancin farashin ciniki, kuma an rage yawan aiki sosai. Kwanan nan, ƙimar murhun silicon na masana'antu na Sichuan ya kusan kashi 70%. A kusan kashi 50%, farashin da wurare biyu ke son ƙara farashi ya ƙaru. Dangane da buƙatu, an sake dawo da tashoshin jiragen ƙasa bayan bikin Lantern da sake samarwa, wanda aka mamaye shi a cikin ƙaramin lokacin buƙata na gargajiya a kwata na farko na wannan shekara, kuma amincewar kasuwa tana ƙaruwa a hankali. A lokaci guda, sabon ƙarfin samar da polysilicon na ƙasa yana ci gaba da fitowa, kuma masana'antun silicon na halitta suna ci gaba da ƙara yawan aiki. 'Yan kasuwa masu dacewa suna da kyakkyawan fata game da kasuwannin silicon na masana'antu.
Idan aka haɗa shi da yanayin babban birnin da ake ciki, samar da silicon na masana'antu da kuma ra'ayin 'yan kasuwa, SCIC Anxin Futures ta kuma yi imanin cewa ana sa ran farashin silicon zai ci gaba da kasancewa mai matsakaicin ci gaba a ƙarƙashin tushen tabbacin farfaɗowar tattalin arzikin cikin gida. Tun daga farkon wannan shekarar, kodayake raguwar silicon na masana'antu ya kai kashi 5.67%, amma tare da kwanciyar hankali na farfaɗowar farashin silicon, tallafin farashin organosilicon zai canza a hankali daga rauni zuwa ƙarfi.
A taƙaice, idan aka kwatanta da matsakaicin farashin silicon na halitta na bara wanda ya kai yuan 38,800, farashin silicon na halitta na yanzu har yanzu yana ƙasa da matakin yawo, masana'antun suna da sha'awar dawo da riba. Ana sa ran cewa a nan gaba, a ƙarƙashin ci gaba mai ɗorewa na yanayin tattalin arziki, haɗin tasirin ci gaba na buƙatu da daidaita farashin, kasuwar silicone DMC da aka daɗe ana ɓata za ta sami babban yuwuwar ingantawa.
Lokacin Saƙo: Fabrairu-22-2023