Tun farkon shekara, kasuwar DMC ta silicone ta canza raguwa a cikin 2022, kuma an kunna kasuwar sake dawowa cikin sauri bayan nasara. Ya zuwa ranar 16 ga Fabrairu, matsakaicin farashin kasuwa ya kai yuan 17,500 (farashin ton, daidai yake a ƙasa), kuma rabin wata ya ƙaru da yuan 680, karuwar da kashi 4.04%. A halin yanzu, ana ƙaddamar da buƙatun ƙasa a hankali, tunanin masana'antar yana da kyau, kuma kasuwar siliki na ɗan gajeren lokaci za ta ci gaba da tafiya a hankali.
Watanni goma na raguwa a ƙarshe sun koma baya
"Bayan masana'antar siliki ta kwayoyin halitta ta sami dogon lokaci na raguwa, ta fara shiga sama." Xiao Jing, manazarci Anxin Futures, ya yi nuni da cewa, bayan bikin fitilun, sakamakon ci gaba da aikin gine-gine na gine-ginen gine-gine, da tsarin siliki na kwayoyin halitta ya inganta, kuma kididdigar samfurin ta daina fadowa da koma baya. , An gyara kasuwa a hankali.
Dangane da kididdigar kungiyoyin kulab din kasuwanci, tun daga Maris 2022, kasuwar siliki ta DMC tana da yanayin koma baya kuma za ta ci gaba har zuwa karshen shekara. A raguwar watanni 10, matsakaicin farashin kasuwa ya faɗi yuan 22,300, raguwar 57.37%. Shigar da 2023, kasuwar siliki ta kwayoyin halitta ta yi ƙasa da sauri, kuma haɓaka ya kai 5.8% kamar na yanzu.
Dangane da Rahoton Binciken Zuba Jari na Anxin Futures na Jiha, baya ga fa'idodin sake-aiki na ayyukan ƙasa na ƙasa, sauran sarƙoƙi na masana'antu na ƙasa sun kuma nuna haɓakar haɓakawa a duk faɗin hukumar, kuma farashin silicon ya daidaita. Babban sha'awar kima da ƙasa na bikin yana da girma, ana ba da oda bayan hutu, kayan siliki ya ragu sosai, kuma matsakaicin farashin kasuwa ya karu sosai.
Daga hangen nesa na takamaiman samfuran ƙasa, manne 107 yana aiki saboda safa kafin biki, kuma an canza wasu kayayyaki, kuma masana'antun sun isa; cikin sharuddan silicon man, ban da low-matakin ruri na farkon albarkatun kasa, manufacturer ta aiki safa, da ƙasa yadudduka, yau da kullum sunadarai, silicone, da dai sauransu The masana'antu na da Trend dawo da, goyon bayan silicon man a cikin nau'i na kunya; dangane da danyen manne da gauraye manne, binciken gida na kwanan nan na carbonate na albarkatun ƙasa ya ƙaru don haɓaka amincin kasuwa. Kasuwancin yin oda, yanayin tsari yana da kyau.
Ma'amalar kasuwa mai aiki kuma tana haifar da ci gaba da haɓaka ƙimar samfuran dillalan silicon. Ɗaukar mai rarrabawa a Shandong a matsayin misali. A cikin kwanaki 8 daga 8 ga Fabrairu zuwa 15, an daidaita farashin samfuran silicone DMC da Dongyue Chemical Co., Ltd. a Shandong ya samar har sau 6, tare da farashin ya karu da yuan 1000. An daidaita farashin kayayyakin siliki DMC da masana'antar Luxi ke samarwa har sau biyar, kuma farashin ya karu da yuan 1,800 gaba daya.
Buƙatu yana da sauƙi don fitar da yanayin kasuwa
Shin kasuwa mai tasowa don farkon kasuwar siliki DMC wacce ke farawa da kyau?
Mutumin da ke kula da masana'antar Hesheng Silicon ya ce: "Tare da cikakkiyar farfadowa na tattalin arziki, za a dawo da bukatar silicon. Amfani da siliki na halitta yana da fadi. A bara, ko da farashin ya fadi zuwa riba da ma'auni ma'auni, kasuwannin gabaɗaya har yanzu sun nuna haɓakar haɓaka. lokaci. "
"Ana amfani da kayan siliki na Organic, wanda ya shafi dukkan al'amuran rayuwa, daga cikinsu, masana'antar kayan gini ne ke da kaso mafi girma, wanda ya kai kashi 34%. Guozhong Anxin Futures ya nuna a cikin rahoton binciken cewa tun daga wannan shekarar, an gabatar da kasuwar gidaje da yawa. Masana'antar gidaje ta nuna yanayin dawo da gabaɗaya, wanda zai fitar da buƙatun silicon silicon a cikin bayan gida da kayan ado na gida.
Bugu da kari, saurin haɓaka sabon filin abin hawa makamashi kuma yana kawo sabbin sararin haɓaka buƙatu zuwa kasuwar siliki. A cewar Fasinja Car Market Information Association, da shigar azzakari cikin farji kudi na sabon makamashi a cikin fasinja motocin kai 27.6 bisa dari a 2022, sama da 12.6 kashi maki daga 2021. A nan gaba, da shigar azzakari cikin farji kudi na sabon makamashi motocin zai har yanzu karuwa da sauri da kuma ana sa ran isa 36% a cikin 2023. An fahimci cewa Organic silica 2023. An fahimci cewa Organic silica gel yawan amfani da 7. motocin kasuwanci. Masu sharhi na China Merchants Futures manazarta sun nuna cewa silicone thermal conductive silicone a matsayin mai kyau thermal watsin, rufi kayan, tare da sabon makamashi abin hawa kera don aminci da bukatun da ake ƙara high, thermal conductive silicone za a yi amfani da ko'ina, don haka bukatar sabon makamashi motocin na silicone ana sa ran tashi daga sama.
Taimakon farashi a hankali ya tabbata
A halin yanzu, a ƙarƙashin buƙatun buƙatun, alaƙar da ke tsakanin samar da silicon da buƙatu ta samar da ingantacciyar hanya, kuma wani babban abin tuki na dabarun farashi na tallafin silikon-ƙididdigar ƙima a hankali zai daidaita.
Madogararsa Securities sun nuna cewa a gefe guda, farashin siliki a farkon matakin siliki na masana'antu ya faɗi babban koma baya. Farashin ma'amala yana gabatowa layin farashi, kuma sha'awar masana'antun silicon na cikin gida na haɓaka farashin ya karu, don haka sarari don ci gaba da raguwar farashin ya ragu.
A gefe guda kuma, ta fuskar samarwa da buƙatu, bangaren samar da kayayyaki, babban asalin silinda na masana'antu yana shafar farashin wutar lantarki da ƙarancin farashin ma'amala, kuma farashin aiki ya ragu sosai. Kwanan nan, yawan murhun siliki na masana'antar Sichuan ya kusan kusan kashi 70%. A kusan kashi 50%, an karu da yardan farashin wuraren biyu don haɓaka farashin. Dangane da batun buƙatu, an sake dawo da tashoshi na ƙasa bayan bikin Lantern da kuma sake samarwa, wanda aka ɗauka a cikin ƙaramin lokacin kololuwar buƙatun gargajiya a farkon kwata na wannan shekara, kuma amincin kasuwa yana ƙaruwa sannu a hankali. A lokaci guda, sabon ƙarfin samar da polysilicon na ƙasa yana ci gaba da fitarwa, kuma masana'antun silicon na halitta suna ci gaba da haɓaka ƙimar aiki. 'Yan kasuwa masu dacewa suna da kyakkyawan fata game da kasuwannin silicon masana'antu.
Haɗe tare da yanayin macro na yanzu, samar da silicon masana'antu da ra'ayin 'yan kasuwa, SCIC Anxin Futures kuma ya yi imanin cewa ana sa ran farashin silicon zai ci gaba da haɓaka matsakaici da tsayin daka a ƙarƙashin tushen tabbataccen farfadowar tattalin arzikin cikin gida. Tun farkon wannan shekara, kodayake raguwar silicon masana'antu ya kai 5.67%, amma tare da kwanciyar hankali na dawo da farashin siliki, tallafin farashi na organosilicon zai canza sannu a hankali daga rauni zuwa ƙarfi.
A taƙaice, idan aka kwatanta da matsakaicin farashin siliki na bara da ya kai yuan 38,800, farashin siliki na yau da kullun har yanzu yana kan kasan matakin yawo, masana'antun suna da sha'awar maido da riba. Ana sa ran cewa a cikin kasuwa na gaba, a ƙarƙashin tushen ci gaba da haɓaka yanayin tattalin arziƙin macroeconomic, haɗewar tasirin tuki da haɓaka farashi, kasuwar DMC silicone da ta daɗe tana da babbar yuwuwar haɓakawa.
Lokacin aikawa: Fabrairu-22-2023