Kuva umwaka utangira, isoko rya silikoni DMC ryahinduye igabanuka ryabaye mu 2022, kandi isoko ryongeye kuzamuka ryatangiye vuba nyuma yo gutsinda. Ku ya 16 Gashyantare, igiciro mpuzandengo ku isoko cyari yuan 17.500 (igiciro cya toni, kimwe kiri hasi), kandi igice cy'ukwezi cyiyongereyeho yuan 680, ubwiyongere bwa 4.04%. Kuri ubu, icyifuzo kiri hasi kirimo gutangizwa buhoro buhoro, imyumvire y'inganda ni myiza, kandi isoko rya silikoni ry'igihe gito rizakomeza gukora neza.
Amezi icumi yo kugabanuka yasubiye inyuma burundu
“Nyuma y’uko inganda za silikoni y’umwimerere zimaze igihe kirekire zigabanuka, zatangiye kuzamuka.” Xiao Jing, umusesenguzi wa Anxin Futures, yagaragaje ko nyuma y’iserukiramuco ry’amatara, bitewe n’uko imirimo y’ibikorwa remezo yongeye gusubukurwa, urwego rwa silikoni y’umwimerere rwarushijeho kuba rwiza, kandi ibiciro by’ibicuruzwa byahagaze kugabanuka no kongera kuzamuka. , Isoko rirasanwa buhoro.
Dukurikije imibare ituruka mu matsinda y’ubucuruzi, kuva muri Werurwe 2022, isoko rya silicon DMC rifite izamuka ry’ibiciro ku rundi ruhande kandi rizakomeza kugeza mu mpera z’umwaka. Mu gihe cy’amezi 10, igiciro cy’ibiciro ku isoko cyagabanutseho 22.300 Yuan, ni ukuvuga igabanuka rya 57.37%. Mu 2023, isoko rya silicon y’umwimerere ryagabanutse vuba, kandi izamuka ryageze kuri 5.8% kugeza ubu.
Nk’uko raporo y’ubushakashatsi ku ishoramari rya Leta Anxin Futures ibivuga, uretse inyungu zo kuvugurura imishinga y’ubutaka, izindi nganda nazo zagaragaje ko zizamuka cyane, kandi igiciro cya silikoni cyarahagaze. Ibyishimo by’ubwiza n’ibiza nyuma y’iserukiramuco biri hejuru, komande itangwa nyuma y’iminsi mikuru, ububiko bwa silikoni bwaragabanutse cyane, kandi igiciro cy’isoko cyariyongereye cyane.
Ukurikije ibicuruzwa byihariye biri mu nzira y’ubukerarugendo, kole ya 107 irakora bitewe n’uko ibikomoka ku bicuruzwa byinjijwe mbere y’iminsi mikuru, kandi hari ububiko bw’ibikoresho byimuriwe ahandi, kandi ababikora barahagije; mu bijyanye n’amavuta ya silikoni, uretse gukangura ibikoresho fatizo bya mbere, ibikoresho fatizo by’uruganda, imyenda iri mu nzira y’ubukerarugendo, imiti ikoreshwa buri munsi, silikoni, nibindi. Inganda zifite icyerekezo cyo kugarura ibintu, zishyigikira amavuta ya silikoni mu buryo bw’isoni; mu bijyanye n’amavuta ya silikoni n’ibikomoka ku bimera bivanze, ubushakashatsi buherutse gukorwa mu gace kacu ku bikoresho fatizo bya karubone bwariyongereye kugira ngo bongere icyizere ku isoko. Ikigo gitanga komande, imiterere y’itumande ni myiza.
Isoko rikora kandi rituma habaho ibiciro bihoraho byo kuzamura ibicuruzwa by’abacuruzi ba silikoni y’umwimerere. Dufashe urugero rw’umucuruzi i Shandong. Mu minsi 8 kuva ku ya 8 kugeza ku ya 15 Gashyantare, igiciro cy’ibicuruzwa bya silikoni DMC byakozwe na Dongyue Chemical Co., Ltd. i Shandong cyahinduwe inshuro 6, igiciro cyiyongeraho 1000 yuan. Igiciro cy’ibicuruzwa bya silikoni DMC byakozwe na Luxi Chemical Industry cyahinduwe inshuro eshanu, kandi igiciro cyiyongereyeho 1.800 yuan muri rusange.
Ubusabe bworoshye gutuma isoko rizamuka
Ese isoko rizamuka ryo gutangiza isoko rya silicon DMC rishobora gutangira neza?
Umuyobozi ushinzwe inganda za Hesheng Silicon yagize ati: “Ubwo ubukungu buzaba bwarazamutse neza, icyifuzo cya silicon kizagaruka. Gukoresha silicon y’umwimerere ni byinshi. Umwaka ushize, nubwo igiciro cyagabanutse kikagera ku murongo w’inyungu n’igihombo, isoko muri rusange ryagaragaje ko rikomeje kwiyongera.”
“Ibikoresho bya silikoni y’umwimerere bikoreshwa cyane, bikubiyemo ibintu byose by’ubuzima. Muri byo, inganda z’ibikoresho by’ubwubatsi ni zo zigize igice kinini, zigera kuri 34%.” Guozhong Anxin Futures yagaragaje muri raporo y’ubushakashatsi ko kuva uyu mwaka, isoko ry’ubutaka ryatangijwe cyane. Inganda z’ubutaka zigaragaza ko muri rusange zigenda zigarura ubuziranenge, ibyo bikaba bizamura ibyo silikoni ikeneye mu bijyanye n’imitako y’ubutaka n’amazu.
Byongeye kandi, iterambere ryihuse ry’ibinyabiziga bishya bikoresha ingufu rizana umwanya mushya wo kwiyongera kw’ibikenewe ku isoko rya silikoni. Nk’uko bivugwa n’Ishyirahamwe ry’Abanyamakuru ku Isoko ry’Amakuru ku Isoko ry’Imodoka z’Abagenzi, igipimo cy’ingufu nshya mu binyabiziga bitwara abagenzi cyageze kuri 27.6 ku ijana mu 2022, kizamukaho amanota 12.6 ku ijana ugereranyije n’umwaka wa 2021. Mu gihe kizaza, igipimo cy’ingufu nshya kiziyongera cyane kandi byitezwe ko kizagera kuri 36% mu 2023. Birumvikana ko ikoreshwa rya silikoni ya organic mu binyabiziga bishya bikoresha ingufu ringana na kg 20, inshuro zigera kuri 7 z’ibinyabiziga bisanzwe by’ubucuruzi. Abasesenguzi ba China Merchants Futures bavuze ko silikoni ikoresha ubushyuhe nk’ingufu nziza zo gutwara ubushyuhe, ibikoresho byo gukingira, hamwe n’abakora ibinyabiziga bishya bikoresha ingufu kubera umutekano barushaho kuba benshi, silikoni ikoresha ubushyuhe izakoreshwa cyane, bityo icyifuzo cy’ibinyabiziga bishya bikoresha ingufu za silikoni cyitezwe kwiyongera cyane.
Inkunga y'ibiciro irahindagurika buhoro buhoro
Kuri ubu, kubera ko hari iterambere ry’ubusabe, isano iri hagati y’ubusabe bwa silikoni n’ubusabe yagize uruhare rwiza, kandi ikindi kintu gikomeye gituma ibiciro by’ubusabe bw’ibiciro bya silikoni y’umwimerere bizagenda bihagarara buhoro buhoro.
Isosiyete y’ubucuruzi y’inganda (Open source Securities) yagaragaje ko ku ruhande rumwe, igiciro cya silikoni mu ntangiriro za silikoni y’inganda cyagabanutse cyane. Igiciro cy’ubucuruzi cyari cyegereje umurongo w’ikiguzi, kandi ubushake bw’inganda za silikoni zo mu gihugu bwo kuzamura ibiciro bwariyongereye, bityo umwanya wo gukomeza kugabanuka kw’ibiciro waragabanutse.
Ku rundi ruhande, ukurikije uburyo bwo gutanga no gusaba, ku ruhande rw'umusaruro, inkomoko nyamukuru ya silikoni yo mu nganda iterwa n'ibiciro by'amashanyarazi biri hejuru n'ibiciro biri hasi byo guhanahana amakuru, kandi igipimo cy'imikorere cyaragabanutse cyane. Vuba aha, igipimo cy'amatafari ya silikoni yo mu nganda ya Sichuan kiri hafi ya 70%. Ku kigero cya 50%, ubushake bw'ibiciro bw'ahantu habiri bwo kongera igiciro buriyongera. Ku bijyanye n'ubusabe, ibyuma bimanuka nyuma y'iserukiramuco ry'amatara byongeye gusubukurwa no kongera gukora, ibyo bikaba byarashyizwe mu gihembwe gito cy'ubusabe gakondo mu gihembwe cya mbere cy'uyu mwaka, kandi icyizere cy'isoko kirimo kwiyongera buhoro buhoro. Muri icyo gihe, ubushobozi bushya bwo gukora polysilicon yo mu nganda bukomeje kugabanuka, kandi abakora silikoni y'umwimerere bakomeje kongera igipimo cy'imikorere. Abacuruzi bireba bafite icyizere ku masoko ya silikoni yo mu nganda.
Hamwe n’ibidukikije bigezweho, umusaruro wa silikoni mu nganda n’uko abacuruzi babyumva, SCIC Anxin Futures nayo yemera ko igiciro cya silikoni cyitezweho gukomeza kuzamuka mu buryo buri hagati kandi buhamye bitewe n’icyizere kinini cy’uko ubukungu bw’imbere mu gihugu buzazamuka. Kuva uyu mwaka watangira, nubwo silikoni mu nganda yagabanutseho 5.67%, ariko hamwe no kuzamuka kw’ibiciro bya silikoni mu buryo buhamye, inkunga y’ibiciro bya organosilicon izagenda ihinduka kuva ku ntege nke ikagera ku ikomeye.
Muri make, ugereranyije n’igiciro mpuzandengo cya silikoni y’umwimerere cya 38.800 yuan cyo mu mwaka ushize, igiciro cya silikoni y’umwimerere kiri ku rwego rwo hasi mu gihe cyo kuzenguruka, abakora ibicuruzwa bafite icyifuzo gikomeye cyo kugarura inyungu. Biteganijwe ko ku isoko ry’ejo hazaza, bitewe n’izamuka rihoraho ry’ubukungu rusange, ingaruka zihuriweho zo gukenera no guhagarara ku biciro, isoko rya silikoni ya DMC ryari ryaratakaye cyane rizagira amahirwe menshi yo gutera imbere.
Igihe cyo kohereza: 22 Gashyantare 2023