Txij li thaum pib ntawm lub xyoo, kev lag luam silicone DMC tau hloov pauv qhov poob qis hauv xyoo 2022, thiab kev lag luam rov qab tau sai sai tom qab ua tiav. Txij li thaum Lub Ob Hlis 16, tus nqi lag luam nruab nrab yog 17,500 yuan (tus nqi tuj, tib yam hauv qab no), thiab ib nrab lub hlis nce 680 yuan, nce 4.04%. Tam sim no, kev thov downstream maj mam pib, kev lag luam lub siab zoo, thiab kev lag luam silicon luv luv yuav khiav ruaj khov.
Kaum lub hlis ntawm kev poob qis thaum kawg tau thim rov qab
"Tom qab kev lag luam organic silicon tau poob qis ntev lawm, nws tau pib coj mus rau sab saud." Xiao Jing, tus kws tshuaj ntsuam xyuas Anxin Futures, tau taw qhia tias tom qab Lub Rooj Sab Laj Lantern, vim yog kev ua haujlwm rov qab ua haujlwm ntawm cov vaj tse hauv paus, qhov kev txiav txim siab organic silicon tau zoo dua, thiab cov lus hais txog cov khoom lag luam downstream tsis poob thiab rov qab los. , Kev ua lag luam tau kho me ntsis.
Raws li cov ntaub ntawv los ntawm cov koom haum ua lag luam, txij li lub Peb Hlis 2022, kev ua lag luam silicon DMC muaj kev poob qis ib sab thiab yuav txuas ntxiv mus txog thaum kawg ntawm lub xyoo. Thaum poob qis 10 lub hlis, tus nqi nruab nrab ntawm kev ua lag luam poob 22,300 yuan, txo qis ntawm 57.37%. Nkag mus rau xyoo 2023, kev ua lag luam organic silicon tau poob qis sai sai, thiab qhov nce tau mus txog 5.8% txij li tam sim no.
Raws li Daim Ntawv Tshaj Tawm Kev Tshawb Fawb Txog Kev Nqis Peev ntawm Lub Xeev Anxin Futures, ntxiv rau cov txiaj ntsig ntawm kev rov ua haujlwm ntawm cov haujlwm vaj tse hauv qab av, lwm cov saw hlau kev lag luam hauv qab av kuj tau qhia txog kev nce siab thoob plaws lub rooj tsavxwm, thiab tus nqi silicon tau ruaj khov. Kev txaus siab ntawm qhov zoo tshaj plaws thiab qis dua ntawm lub koob tsheej yog siab, qhov kev txiav txim raug xa tom qab hnub so, cov khoom muag silicon tau poob qis heev, thiab tus nqi lag luam nruab nrab tau nce siab heev.
Los ntawm qhov kev xav ntawm cov khoom lag luam tshwj xeeb, 107 kua nplaum yog nquag vim muaj kev khaws cia ua ntej hnub so, thiab qee cov khoom muag tau hloov mus, thiab cov chaw tsim khoom txaus; hais txog cov roj silicon, ntxiv rau qhov kev txhawb nqa qis ntawm cov khoom siv raw thaum ntxov, cov chaw tsim khoom cov khoom lag luam nquag, cov ntaub ntawv downstream, cov tshuaj txhua hnub, silicone, thiab lwm yam. Kev lag luam muaj kev rov zoo, txhawb nqa cov roj silicon hauv daim ntawv ntawm kev txaj muag; hais txog cov kua nplaum nyoos thiab cov kua nplaum sib xyaw, kev tshawb nrhiav hauv zos tsis ntev los no ntawm carbonate ntawm cov khoom siv raw tau nce ntxiv los txhim kho kev ntseeg siab ntawm kev ua lag luam. Kev lag luam tso ib qho kev txiav txim, qhov xwm txheej kev txiav txim yog qhov zoo tagnrho.
Qhov kev lag luam nquag ua lag luam kuj tseem tsav tsheb kom nce tus nqi khoom ntawm cov neeg muag khoom organic silicon. Piv txwv li, coj tus neeg faib khoom hauv Shandong. Thaum 8 hnub txij lub Ob Hlis 8 txog 15, tus nqi ntawm cov khoom silicone DMC uas tsim los ntawm Dongyue Chemical Co., Ltd. hauv Shandong tau hloov kho rau 6 zaug, nrog rau tus nqi nce ntxiv 1000 yuan. Tus nqi ntawm cov khoom silicone DMC uas tsim los ntawm Luxi Chemical Industry tau hloov kho tsib zaug, thiab tus nqi tau nce ntxiv 1,800 yuan tag nrho.
Kev xav tau yooj yim los tsav tsheb kev lag luam
Puas yog kev lag luam nce siab rau qhov pib ntawm kev lag luam silicon DMC uas pib zoo?
Tus neeg saib xyuas kev lag luam Hesheng Silicon tau hais tias: "Nrog rau kev rov zoo ntawm kev lag luam, qhov kev thov rau silicon yuav rov qab los. Kev siv silicon organic yog dav. Xyoo tas los, txawm tias tus nqi poob rau qhov nyiaj tau thiab poob nyiaj, tag nrho kev lag luam tseem qhia txog kev loj hlob. lub sijhawm."
"Cov ntaub ntawv organic silicon siv dav dav, npog txhua yam ntawm lub neej. Ntawm lawv, kev lag luam khoom siv hauv kev tsim kho suav nrog qhov feem pua ntau tshaj plaws, ncav cuag 34%. " Guozhong Anxin Futures tau taw qhia hauv daim ntawv tshawb fawb tias txij li xyoo no, kev ua lag luam vaj tsev tau raug qhia ntau heev. Kev lag luam vaj tsev qhia txog qhov kev rov zoo tag nrho, uas yuav tsav cov kev xav tau ntawm silicon silicon hauv kev lag luam vaj tsev rov qab thiab kho kom zoo nkauj hauv tsev.
Ntxiv mus, kev loj hlob sai ntawm lub tsheb fais fab tshiab kuj coj qhov chaw loj hlob ntawm kev thov tshiab rau kev lag luam silicone. Raws li Lub Koom Haum Xov Xwm Txog Kev Lag Luam Tsheb Neeg Caij Tsheb, tus nqi nkag mus ntawm lub zog tshiab hauv cov tsheb neeg caij tsheb tau txog 27.6 feem pua hauv xyoo 2022, nce 12.6 feem pua ntawm xyoo 2021. Yav tom ntej, tus nqi nkag mus ntawm cov tsheb fais fab tshiab tseem yuav nce ntxiv sai sai thiab xav tias yuav ncav cuag 36% hauv xyoo 2023. Nws nkag siab tias kev siv cov organic silica gel ntawm cov tsheb fais fab tshiab yog ntau npaum li 20 kg, kwv yees li 7 npaug ntawm cov tsheb lag luam ib txwm muaj. Cov kws tshuaj ntsuam xyuas Tuam Tshoj Merchants Futures tau taw qhia tias silicone thermal conductive silicone ua cov khoom siv thermal conductivity zoo heev, cov khoom siv rwb thaiv tsev, nrog rau cov chaw tsim khoom tsheb fais fab tshiab rau cov kev cai nyab xeeb tau nce siab, thermal conductive silicone yuav siv ntau dua thiab ntau dua, yog li qhov kev thov rau cov tsheb fais fab tshiab rau silicone yuav nce ntxiv.
Kev txhawb nqa tus nqi maj mam ruaj khov
Tam sim no, nyob rau hauv kev tsav tsheb thov, kev sib raug zoo ntawm kev muab khoom silicon thiab kev thov tau tsim ib qho zoo, thiab lwm qhov tseem ceeb tsav tsheb ntawm cov txheej txheem nqi ntawm cov organic silicon - kev txhawb nqa tus nqi yuav maj mam ruaj khov.
Qhov chaw qhib kev ruaj ntseg tau taw qhia tias ntawm ib sab tes, tus nqi ntawm silicon thaum ntxov ntawm kev lag luam silicon poob qis heev. Tus nqi pauv tau los ze rau kab nqi, thiab cov chaw tsim khoom silicon hauv tsev txaus siab los nce tus nqi nce, yog li qhov chaw rau kev poob qis ntawm tus nqi tau txo qis.
Ntawm qhov tod tes, los ntawm qhov kev xav ntawm kev muab khoom thiab kev thov, sab khoom, lub hauv paus tseem ceeb ntawm kev lag luam silicon raug cuam tshuam los ntawm cov nqi hluav taws xob siab thiab cov nqi pauv qis, thiab tus nqi ua haujlwm tau raug txo qis heev. Tsis ntev los no, Sichuan kev lag luam silicon qhov cub tus nqi ze li ntawm 70%. Ntawm kwv yees li 50%, tus nqi txaus siab ntawm ob qhov chaw kom nce tus nqi tau nce. Hauv qhov kev thov sab, cov davhlau ya nyob twg tom qab Lub Teeb Ci tau rov pib dua thiab rov tsim dua, uas yog superimposed nyob rau hauv lub caij me me ntawm kev thov ib txwm muaj nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo no, thiab kev ntseeg siab ntawm kev ua lag luam maj mam nce. Tib lub sijhawm, lub peev xwm tsim khoom tshiab ntawm downstream polysilicon txuas ntxiv tso tawm, thiab cov chaw tsim khoom organic silicon txuas ntxiv nce tus nqi ua haujlwm. Cov tub luam cuam tshuam muaj kev cia siab txog kev lag luam silicon kev lag luam.
Ua ke nrog rau qhov chaw ib puag ncig macro tam sim no, kev tsim khoom silicon hauv kev lag luam thiab kev xav ntawm cov tub luam, SCIC Anxin Futures kuj ntseeg tias tus nqi silicon yuav tsum tswj hwm qhov nruab nrab thiab ruaj khov nce mus rau hauv qab keeb kwm yav dhau los ntawm kev ntseeg siab ntawm kev rov qab los ntawm kev lag luam hauv tsev. Txij li thaum pib ntawm lub xyoo no, txawm hais tias kev poob qis ntawm kev lag luam silicon tau mus txog 5.67%, tab sis nrog kev ruaj khov ntawm kev rov qab los ntawm tus nqi silicon, kev txhawb nqa tus nqi ntawm organosilicon yuav maj mam hloov pauv ntawm qhov tsis muaj zog mus rau qhov muaj zog.
Hauv kev xaus, piv rau tus nqi nruab nrab ntawm cov organic silicon xyoo tas los yog 38,800 yuan siab, tus nqi tam sim no ntawm cov organic silicon tseem nyob hauv qab ntawm theem tsis zoo, cov chaw tsim khoom muaj lub siab xav rov qab tau txiaj ntsig. Nws xav tias yav tom ntej kev ua lag luam, nyob rau hauv keeb kwm yav dhau los ntawm kev txhim kho ntawm ib puag ncig macroeconomic, kev sib xyaw ua ke ntawm kev tsav tsheb sab thov thiab sab nqi ruaj khov, kev ua lag luam silicone DMC uas ploj mus ntev yuav muaj feem ntau los txhim kho.
Lub sijhawm tshaj tawm: Lub Ob Hlis-22-2023