Txij li thaum pib ntawm lub xyoo, kev lag luam silicone DMC tau hloov pauv qhov poob qis hauv 2022, thiab kev lag luam rov qab tau sai sai tom qab ua tiav.Raws li lub Ob Hlis 16, tus nqi nruab nrab ntawm kev lag luam yog 17,500 yuan (tuj nqe, tib yam hauv qab no), thiab ib nrab lub hlis nce 680 yuan, nce 4.04%.Tam sim no, qhov kev thov qis qis tau maj mam pib, kev lag luam kev xav tau zoo, thiab lub sij hawm luv luv silicon lag luam yuav khiav tsis tu ncua.
Kaum lub hlis ntawm kev poob qis thaum kawg tau thim rov qab
"Tom qab kev lag luam organic silicon tau ntsib ib lub sij hawm ntev ntawm kev poob qis, nws tau pib nce siab."Xiao Jing, Anxin Futures tus kws tshuaj ntsuam xyuas, tau taw qhia tias tom qab Lub Teeb Festival, vim muaj kev rov ua haujlwm hnyav ntawm cov vaj tsev vaj tse, cov organic silicon kev txiav txim tau zoo dua, thiab cov khoom lag luam nqes qis tau nres thiab rov qab los., Lub khw yog kho me ntsis.
Raws li kev txheeb cais los ntawm cov koom haum ua lag luam, txij li lub Peb Hlis 2022, silicon DMC kev lag luam muaj ib qho kev poob qis thiab yuav txuas ntxiv mus rau lub xyoo kawg.Ntawm 10 lub hlis poob, tus nqi lag luam nruab nrab poob 22,300 yuan, txo qis ntawm 57.37%.Nkag mus rau xyoo 2023, kev lag luam organic silicon tau poob qis sai sai, thiab qhov nce mus txog 5.8% tam sim no.
Raws li Lub Xeev Kev Lag Luam Kev Lag Luam Anxin Futures Kev Tshawb Fawb Txog Kev Tshawb Fawb, ntxiv rau cov txiaj ntsig ntawm kev rov ua haujlwm ntawm cov phiaj xwm hauv av hauv qab, lwm cov kev lag luam hauv qab kuj tau qhia txog qhov kev nce siab thoob plaws hauv pawg thawj coj, thiab cov nqi silicon tau ruaj khov.Qhov kev txaus siab ntawm tus nqi qis thiab qis qis ntawm kev ua koob tsheej yog siab, qhov kev txiav txim yog xa tom qab hnub so, cov khoom muag silicon tau poob qis, thiab cov nqi lag luam nruab nrab tau nce ntau.
Los ntawm qhov kev xav ntawm cov khoom lag luam qis qis, 107 cov kua nplaum ua haujlwm vim yog cov khoom lag luam ua ntej hnub so, thiab qee cov khoom xa tuaj, thiab cov tuam txhab tsim khoom txaus;nyob rau hauv cov nqe lus ntawm silicon roj, nyob rau hauv tas li ntawd mus rau lub qis-theem stimulation ntawm cov ntaub ntawv raw thaum ntxov, cov chaw tsim tshuaj paus active stocking, downstream textiles, niaj hnub tshuaj, silicone, thiab lwm yam kev lag luam muaj ib tug qauv ntawm rov qab, txhawb silicon roj nyob rau hauv daim ntawv. ntawm txaj muag;nyob rau hauv cov nqe lus ntawm cov kua nplaum nyoos thiab cov kua nplaum sib xyaw, kev tshawb nrhiav hauv zos tsis ntev los no ntawm carbonate ntawm raw cov ntaub ntawv tau nce ntxiv los txhim kho kev lag luam kev ntseeg siab.Enterprise tso ib qho kev txiav txim, qhov kev txiav txim qhov xwm txheej yog qhov zoo tagnrho.
Kev lag luam nquag ua lag luam tseem ua rau cov khoom lag luam nce ntxiv ntawm cov neeg lag luam organic silicon.Noj cov khoom xa tawm hauv Shandong ua piv txwv.Lub sijhawm 8 hnub txij Lub Ob Hlis 8 txog 15, tus nqi ntawm silicone DMC cov khoom tsim los ntawm Dongyue Chemical Co., Ltd. hauv Shandong tau hloov kho rau 6 zaug, nrog rau tus nqi nce 1000 yuan.Tus nqi ntawm silicone DMC cov khoom tsim los ntawm Luxi Tshuaj Kev Lag Luam tau raug kho tsib zaug, thiab tus nqi tau nce los ntawm 1,800 yuan nyob rau hauv tag nrho.
Kev thov yog ib qho yooj yim los tsav lub khw muag khoom
Puas tuaj yeem nce kev lag luam rau kev pib ntawm silicon DMC kev lag luam uas pib zoo?
Tus neeg saib xyuas ntawm Hesheng Silicon kev lag luam tau hais tias: "Nrog rau kev rov qab los ntawm kev lag luam, qhov kev thov rau silicon yuav rov qab los.Organic silicon siv dav.Xyoo tas los, txawm tias tus nqi poob mus rau qhov nyiaj tau los thiab kev poob qis, kev lag luam tag nrho tseem pom qhov kev loj hlob.sijhawm."
"Cov ntaub ntawv organic silicon tau siv dav, npog txhua yam ntawm lub neej.Ntawm lawv, kev lag luam cov ntaub ntawv siv nyiaj ntau tshaj plaws, nce mus txog 34%. "Guozhong Anxin Futures tau taw qhia nyob rau hauv daim ntawv tshawb fawb qhia tias txij li xyoo no, kev ua lag luam vaj tsev tau nthuav dav dav.Kev lag luam vaj tse qhia txog kev rov qab los tag nrho, uas yuav tsav cov kev xav tau ntawm silicon silicon hauv vaj tse rov qab kawg thiab kho kom zoo nkauj hauv tsev.
Tsis tas li ntawd, txoj kev loj hlob sai ntawm lub zog tshiab lub tsheb teb kuj coj qhov chaw xav tau tshiab rau kev lag luam silicone.Raws li cov neeg caij tsheb Cov Ntaub Ntawv Kev Lag Luam Kev Lag Luam, qhov nkag mus ntawm lub zog tshiab hauv cov tsheb thauj neeg caij tsheb mus txog 27.6 feem pua hauv 2022, nce 12.6 feem pua ntawm 2021. Nyob rau yav tom ntej, kev nkag mus ntawm lub zog tshiab tsheb yuav tseem nce sai thiab xav tias yuav ncav cuag 36% nyob rau hauv 2023. Nws yog to taub hais tias cov organic silica gel noj ntawm lub zog tshiab tsheb yog ntau npaum li 20 kg, li 7 npaug ntawm lub tsheb coj mus muag zoo tib yam.Tuam Tshoj Merchants Futures kws tshuaj ntsuam tau taw qhia tias silicone thermal conductive silicone yog ib qho zoo heev thermal conductivity, rwb thaiv tsev cov ntaub ntawv, nrog lub zog tshiab lub tsheb tuam txhab uas muag rau kev ruaj ntseg yuav tsum tau nce siab, thermal conductive silicone yuav ntau thiab ntau lug siv, yog li qhov kev thov rau lub zog tshiab. tsheb rau silicone yuav tsum nce ntxiv.
Tus nqi txhawb nqa maj mam ruaj khov
Tam sim no, nyob rau hauv kev xav tau tsav, kev sib raug zoo ntawm silicon mov thiab kev thov tau tsim ib qho txiaj ntsig zoo, thiab lwm qhov tseem ceeb ntawm kev tsav tsheb ntawm tus nqi logic ntawm cov organic silicon-cov nqi txhawb nqa yuav maj mam ruaj khov.
Qhib qhov chaw Securities taw qhia tias ntawm ib sab, tus nqi ntawm silicon nyob rau hauv thaum ntxov theem ntawm industrial silicon poob ib tug loj poob.Tus nqi pauv tau nce mus txog tus nqi kab, thiab cov chaw tsim khoom hauv tsev silicon txaus siab los tsa tus nqi nce, yog li qhov chaw rau cov nqi pheej yig dua.
Ntawm qhov tod tes, los ntawm kev xav ntawm cov khoom siv thiab kev xav tau, cov khoom siv sab nraud, lub hauv paus ntsiab lus ntawm kev lag luam silicon cuam tshuam los ntawm cov nqi hluav taws xob siab thiab cov nqi lag luam qis, thiab cov nqi khiav lag luam tau txo qis.Tsis ntev los no, Sichuan industrial silicon qhov cub tus nqi yog ze rau 70%.Ntawm 50%, tus nqi txaus siab ntawm ob qhov chaw kom tus nqi nce ntxiv.Nyob rau hauv cov nqe lus ntawm kev thov sab, lub downstream terminals tom qab lub Teeb Festival tau rov pib dua thiab rov tsim dua, uas yog superimposed nyob rau hauv lub caij nyoog me me ntawm cov kev xav tau ib txwm nyob rau thawj peb lub hlis twg ntawm lub xyoo no, thiab kev lag luam kev ntseeg siab tau maj mam nce.Nyob rau tib lub sijhawm, lub peev xwm tsim tawm tshiab ntawm cov dej hauv qab polysilicon txuas ntxiv tso tawm, thiab cov tuam txhab lag luam organic silicon txuas ntxiv nce cov nqi khiav haujlwm.Cov tub lag luam uas muaj feem xyuam yog qhov zoo ntawm kev lag luam silicon kev lag luam.
Ua ke nrog qhov chaw macro tam sim no, kev tsim cov khoom siv silicon thiab cov neeg lag luam 'kev xav, SCIC Anxin Futures tseem ntseeg hais tias tus nqi silicon yuav tsum tswj kom muaj qhov nruab nrab thiab ruaj khov nce siab nyob rau hauv keeb kwm yav dhau los ntawm kev ntseeg siab ntawm kev lag luam hauv tsev.Txij li thaum pib ntawm lub xyoo no, txawm hais tias kev lag luam silicon poob mus txog 5.67%, tab sis nrog kev ruaj ntseg ntawm silicon tus nqi rov qab, tus nqi txhawb nqa ntawm organosilicon yuav maj mam hloov ntawm qaug zog mus rau qhov muaj zog.
Nyob rau hauv cov ntsiab lus, piv nrog rau xyoo tas los tus nqi nruab nrab ntawm cov organic silicon 38,800 yuan siab, tam sim no tus nqi ntawm cov organic silicon tseem nyob rau hauv qab ntawm lub wandering theem, manufacturers muaj lub siab xav kom rov qab profits.Nws cia siab tias yav tom ntej kev ua lag luam, nyob rau hauv keeb kwm yav dhau los ntawm kev txhim kho ntawm macroeconomic ib puag ncig, kev sib xyaw ua ke ntawm kev xav tau ntawm kev tsav tsheb thiab tus nqi sab stabilizing, lub lag luam ntev-poob silicone DMC yuav muaj qhov zoo tshaj plaws los txhim kho.
Post lub sij hawm: Feb-22-2023