Mai i te tīmatanga o te tau, kua rerekē te hekenga o te mākete silicone DMC i te tau 2022, ā, kua tere te tahuritanga o te mākete whakaora i muri i te angitu. I te 16 o Pēpuere, ko te utu toharite o te mākete he 17,500 yuan (te utu tana, he rite tonu ki raro), ā, kua piki ake te haurua o te marama mā te 680 yuan, he pikinga o te 4.04%. I tēnei wā, kei te tīmata haere te tono i raro iho, he pai te hinengaro o te umanga, ā, ka rere tonu te mākete silicon mō te wā poto.
Kua hoki whakamuri te tekau marama o te hekenga
"Whai muri i te hekenga roa o te umanga silicon waro, kua tīmata te piki haere." I kī a Xiao Jing, te kaitātari Anxin Futures, i muri i te Hakari Rama, nā te hokinga mai o te mahi hanganga whenua, i pai ake te ota silicon waro, ā, i mutu te hekenga o te utu hua o muri mai, ā, i hoki anō ki te taumata teitei. , Kua whakatikatikahia te mākete.
E ai ki ngā tatauranga mai i ngā karapu pakihi, mai i te marama o Poutū-te-rangi 2022, kua heke te mākete silicon DMC ki te taha kotahi, ā, ka haere tonu tae noa ki te mutunga o te tau. I te hekenga 10-marama, kua heke te utu mākete toharite ki te 22,300 yuan, he hekenga 57.37%. I te taenga ki te tau 2023, kua tere te hekenga o te mākete silicon waro, ā, kua eke te pikinga ki te 5.8% i tēnei wā.
E ai ki te Pūrongo Rangahau Ā-Motu a State Investment Anxin, haunga ngā painga o te mahi anō i ngā kaupapa hoko whenua o raro, kua whakaatuhia hoki e ētahi atu mekameka ahumahi o raro he ia pikinga puta noa i te poari, ā, kua pumau te utu o te silicon. He nui te hihiri o te utu nui me te utu o raro o te hakari, ka tukuna te ota i muri i te hararei, kua tino heke te rarangi o te silicon, ā, kua tino piki te utu mākete toharite.
Mai i te tirohanga a ngā hua o raro iho, kei te kaha te kāpia 107 nā te mea kei te penapena i mua i te hararei, ā, ka whakawhitihia ētahi taonga, ā, he rawaka ngā kaihanga; mō te hinu silicon, hei tāpiri atu ki te whakaohooho iti o ngā rauemi mata o mua, kei te kaha te penapena a te kaihanga, ngā kakahu o raro iho, ngā matū o ia rā, te silicone, me ētahi atu. He ahua whakaora te umanga, e tautoko ana i te hinu silicon i roto i te ahua o te whakama; mō te kāpia mata me te kāpia whakauru, kua piki ake te tūhuratanga ā-rohe o ngā rauemi mata o te warowaihā hei whakarei ake i te whakapono o te mākete. Mēnā he pakihi e tuku ana i tētahi ota, he pai te āhua o te ota.
Ko te tauhokohoko mākete kaha hoki e akiaki ana i te pikinga tonu o ngā utu hua a ngā kaihoko silicon waro. Hei tauira, he kaituku i Shandong. I roto i ngā rā e 8 mai i te 8 ki te 15 o Pēpuere, i whakatikatikaina te utu o ngā hua silicone DMC i hangaia e Dongyue Chemical Co., Ltd. i Shandong mō te 6 ngā wā, me te pikinga o te utu mā te 1000 yuan. Kua whakatikatikaina te utu o ngā hua silicone DMC i hangaia e Luxi Chemical Industry mō te rima ngā wā, ā, kua piki ake te utu mā te 1,800 yuan katoa.
He ngāwari te tono ki te ārahi i te tirohanga mākete
Ka taea e te mākete e piki haere ana mō te tīmatanga o te mākete silicon DMC e tīmata pai ana?
I mea te kaiwhakahaere o te umanga Hesheng Silicon: "Mā te whakaoranga whānui o te ōhanga, ka hoki mai te hiahia mō te silicon. He whānui te whakamahinga o te silicon waro. I tērā tau, ahakoa i heke te utu ki te rārangi taurite hua me te mate, i whakaatu tonu te mākete whānui i te ia tipu."
"E whakamahia whānuitia ana ngā rauemi silicon waro, e kapi ana i ngā āhuatanga katoa o te oranga. I roto i ēnei, ko te umanga rauemi hanga te ōwehenga nui rawa atu, tae atu ki te 34%. I roto i te pūrongo rangahau a Guozhong Anxin Futures, mai i tēnei tau, kua tino whakaurua mai te mākete hoko whare. E whakaatu ana te umanga hoko whare i te ia o te whakaoranga whānui, ka akiaki i ngā hiahia o te silicon silicon i roto i te pakihi hoko whare me te whakapaipai whare.
Hei tāpiritanga, ko te tere o te whanaketanga o te ao waka pūngao hou ka kawea mai hoki he wāhi tipu hou o te tono ki te mākete silicone. E ai ki te Passenger Car Market Information Association, ko te reiti urunga o te pūngao hou ki roto i ngā waka pāhihi i eke ki te 27.6 ōrau i te tau 2022, he pikinga 12.6 ōrau mai i te tau 2021. I te heke mai, ka piki tonu te reiti urunga o ngā waka pūngao hou, ā, e matapaetia ana ka eke ki te 36% i te tau 2023. E mārama ana ko te kai o te silica gel waro o ngā waka pūngao hou he 20 kg, tata ki te 7 ngā wā o ngā waka arumoni noa. I tohu ngā kaitātari China Merchants Futures ko te silicone kawe wera silicone hei rauemi kawe wera pai rawa atu, hei rauemi whakamahana, me te piki haere o ngā whakaritenga haumaru a ngā kaihanga waka pūngao hou, ka nui haere te whakamahinga o te silicone kawe wera, nō reira e matapaetia ana ka piki ake te tono mō ngā waka pūngao hou mō te silicone.
Ka āta pumau te tautoko utu
I tēnei wā, i raro i te akiaki o te tono, kua waiho te whanaungatanga i waenga i te tuku me te tono silicon hei āhuatanga pai, ā, ko tētahi atu āhuatanga nui e akiaki ana i te arorau utu o te tautoko utu silicon waro ka āta pumau.
I kī a Open Source Securities, i tētahi taha, i tino heke te utu o te silicon i te tīmatanga o te ahumahi silicon. Kua tata te utu tauwhitinga ki te rārangi utu, ā, kua piki ake te hiahia o ngā wheketere silicon o te kāinga ki te whakapiki i ngā utu, nō reira kua heke te wāhi mō te hekenga tonu o ngā utu.
I tētahi atu taha, mai i te tirohanga o te tuku me te tono, ko te taha tuku, ko te pūtake matua o te silicon ahumahi e pāngia ana e ngā utu hiko teitei me ngā utu tauwhitinga iti, ā, kua tino heke te tere mahi. Nō nā tata nei, kua tata ki te 70% te utu oumu silicon ahumahi o Sichuan. I te tata ki te 50%, kua piki ake te hiahia utu o ngā wāhi e rua ki te whakapiki i te utu. Mō te taha tono, kua tīmata anō ngā teihana i muri i te Hakari Rama, ā, kua hangaia anō, e honoa ana i te wā iti o te tono tuku iho i te hauwhā tuatahi o tēnei tau, ā, kei te piki haere te whakapono o te mākete. I taua wā anō, kei te haere tonu te tuku i te kaha whakaputa hou o te polysilicon i raro, ā, kei te piki haere tonu te tere mahi a ngā kaihanga silicon waro. Kei te tumanako ngā kaihokohoko e pā ana ki ngā mākete silicon ahumahi.
I te taha o te taiao whānui o nāianei, te hanga silicon ahumahi me ngā kare ā-roto o ngā kaihokohoko, e whakapono ana hoki a SCIC Anxin Futures e tūmanakohia ana ka mau tonu te pikinga o te utu silicon i raro i te papamuri o te tino pono o te whakaoranga ōhanga ā-rohe. Mai i te tīmatanga o tēnei tau, ahakoa i eke te hekenga o te silicon ahumahi ki te 5.67%, engari me te pumau o te whakaoranga utu silicon, ka huri haere te tautoko utu o te organosilicon mai i te ngoikore ki te kaha.
Hei whakarāpopototanga, ki te whakataurite ki te utu toharite o te silicon waro o te tau kua hipa, arā, 38,800 yuan te teitei, kei raro tonu te utu o te silicon waro o nāianei i te wā e kopikopiko haere ana, ā, he nui te hiahia o ngā kaihanga ki te whakahoki mai i ngā hua. E matapaetia ana i roto i te mākete ā muri ake nei, i raro i te papamuri o te whakapainga tonu o te taiao ōhanga whānui, te pānga ngātahi o te akiaki taha tono me te pumau taha utu, ka nui te tūponotanga ka whakapai ake te mākete silicone DMC kua ngaro roa.
Te wā tuku: 22-Pepuere-2023