Nhau kubva kuOrganic Silicon Market - Nyamavhuvhu 6:Mitengo chaiyo inoratidza kuwedzera kudiki. Parizvino, nekuda kwekudzokororwa kwemitengo yezvinhu zvakabikwa, vatambi vepasi vari kuwedzera mazinga avo, uye nekuvandudza mukurongeka, vagadziri vakasiyana-siyana vari kugadzirisa mitengo yavo yekukwira zvichienderana nekubvunza uye maodha chaiwo. Mutengo wekutengeserana weDMC wakaramba uchikwira kuenda kumhando ye13,000 kusvika 13,200 RMB/ton. Sezvo wakadzvinyirirwa pamazinga akaderera kwenguva yakareba, pane mukana usingawanzo kudzoreredza purofiti, uye vagadziri vari kutsvaga kubata uku. Nekudaro, iyo musika wazvino nharaunda ichiri izere nekusagadzikana, uye zvinotarisirwa zvinotarisirwa zvechinyakare peak mwaka zvinogona kushomeka. Vatambi vepasi vanoramba vakangwarira pamusoro pekutevera kuwedzera kwemitengo yekudzoreredza; ikozvino proactive inventory chivakwa chinonyanya kusundwa nemitengo yakaderera, uye kucherechedza musika mafambiro pamusoro pemwedzi miviri inotevera kunoratidza kuti raw material inventory yakaderera. Mushure mekuwedzera kwekuwedzera kwemasheya akakosha, mukana wekuenderera mberi uchidzokororwa unoenderana nekusiyana kwakakura.

Munguva pfupi, iyo bullish manzwiro akasimba, asi vazhinji vanogadzira vasina kuroorwa vanoramba vakangwarira pamusoro pekugadzirisa mitengo. Iko kuwedzera chaiko kwemitengo yekutengeserana kunowanzo kutenderedza 100-200 RMB/ton. Sezvenguva yekunyora, mutengo mukuru weDMC uchiri pa13,000 kusvika 13,900 RMB/ton. Mafungiro ekudzoreredza kubva kuvatambi vari pasi pemvura anoramba akamira, vamwe vagadziri vachidzikamisa mitengo yakaderera, vachiita kunge vakamirira vagadziri vakuru kuti vatange kutenderera kutsva kwemitengo kuti vaenderere mberi nekukurudzira maitiro ekudzoka.

Pamusoro peMutengo:Panyaya yekugovera, kugadzirwa munharaunda yeSouthwest kunoramba kwakakwira; zvisinei, nekuda kwekusashanda kwekutakura kwekutakura, chiyero chekushanda munharaunda yeNorthwest yakaderera, uye vagadziri vakuru vakatanga kuderedza kubuda. Kuwanikwa kwese kwakadzikira zvishoma. Padivi rekuda, chiyero chekuchengetedza kwevagadziri vepolysilicon inoramba ichikura, uye maodha matsva anowanzoita madiki, zvichitungamira kune kungwarira kwakawanda mukutenga zvinhu zvakasvibirira. Ipo mitengo yeorganic silicone iri kukwira, kusaenzana-kudiwa mumusika hakuna kuderedzwa zvakanyanya, uye basa rekutenga rinoramba riri pakati.

Pakazere, nekuda kwekuderera kwekupa uye kumwe kupora mukudiwa, mutengo werutsigiro kubva kumaindasitiri ekugadzira silicon wakawedzera. Parizvino, mutengo wenzvimbo ye421 metallic silicon wakatsiga pa12,000 kusvika 12,800 RMB/ton, ukuwo mitengo yeramangwana iri kukwirawo zvishoma, nemutengo wazvino wekondirakiti yeSi2409 yakashumwa pa10,405 RMB/ton, kuwedzera kwe90 RMB. Tichitarisa kumberi, nekuburitswa kushoma kwekuda kwekupedzisira, uye kuwedzera kwekuvharika kwezviitiko pakati pevagadziri vesilicon maindasitiri, mitengo inotarisirwa kuramba ichidzikama pamazinga akaderera.

Capacity Utilization:Munguva pfupi yapfuura, zvivakwa zvakati wandei zvakatangazve kugadzira, uye pamwe nekumisikidzwa kwemamwe masimba matsva kuNorth neEast China, huwandu hwese hwekushandisa hwakawedzera zvishoma. Vhiki rino, vazhinji vanogadzira vasina kuroorwa vari kushanda pamatunhu akakwirira, nepo kudzika kwemvura kunoshanda, saka kurongeka kwevagadziri vega kunoramba kuchigamuchirwa, pasina zvirongwa zvitsva zvekugadzirisa munguva pfupi. Zvinotarisirwa kuti kushandiswa kwesimba kuchachengetedza pamusoro pe70%.

Pamusoro peDemand Side:Munguva pfupi yapfuura, makambani ezasi akakurudzirwa neiyo DMC mutengo rebound uye ari kushingaira kudzorera. Musika wacho unoratidzika kuva une tariro. Kubva pamamiriro chaiwo ekudzoreredza, mabhizinesi akasiyana akagamuchira maodha nguva pfupi yadarika, aine mamwe maodha makuru evagadziri akatorongwa mukupera kwaNyamavhuvhu. Nekudaro, tichifunga nezve kunonoka kupora pari zvino kudivi rekuda, kugona kudzoreredza kwemakambani ezasi kunoramba kwakachengetedzeka, paine kushomeka kwekufungidzira uye kushomeka kwekuunganidza. Tichitarisira, kana zvinotarisirwa zvechinyakare zvakabatikana munaGunyana naGumiguru zvichigona kuitika, nguva yakatarwa yekudzokororwa kwemitengo inogona kurebeswa; ukuwo, iyo yezasi yekambani yekudzoreredza kugona ichadzikira sezvo mitengo inowedzera.

Pakazere, iyo yakamirirwa kwenguva refu rebound yakadzora manzwiro, zvichiita kuti vatambi vese vari kumusoro nepasi vaderedze zvigadzirwa uku vachiwedzera kuvimba kwemusika. Zvisinei neizvi, kutendeuka kwakazara mukugovera uye kudiwa kuchiri kunetsa mukufamba kwenguva, zvichiita kuti ive budiriro yakanaka yekuti purofiti idzore kwenguva pfupi, zvichibatsira kufamba nematambudziko aripo. Kune vese vatambi vekumusoro nevekudzika, iyo cyclical downtrend yakaona kuderera kwakawanda kupfuura kuwedzera; saka, kushandisa iyi nguva yakaoma-yakawana rebound kwakakosha, nechinonyanya kukosha chiri kuwana mamwe maodha panguva ino rebound chikamu.

Musi waNyamavhuvhu 2, National Energy Administration's Comprehensive Dhipatimendi yakapa chiziviso maererano nekutarisisa kwakakosha kwekugoverwa kwephotovoltaic kunyoresa uye grid connection. Zvinoenderana neiyo 2024 simba rekudzora basa chirongwa, iyo National Energy Administration ichatarisa kugoverwa photovoltaic kunyoresa, grid connection, kutengesa, uye kugadzirisa mumatunhu gumi nerimwe, kusanganisira Hebei, Liaoning, Zhejiang, Anhui, Shandong, Henan, Hubei, Hunan, Guangdong, Guizhou, uye Shaanxi.

Kuita sarudzo dzehurumende yepakati nemazvo, chirongwa ichi chine chinangwa chekusimbaradza kutariswa kweakaparadzirwa photovoltaic budiriro nekuvaka, kuvandudza manejimendi, kukwidziridza nharaunda yebhizinesi, kusimudzira kushanda kwesevhisi yegridi, uye kukurudzira kusimudzira kwemhando yepamusoro kwemapurojekiti ephotovoltaic.

Nhau dzaNyamavhuvhu 4, 2024:Tianyancha Intellectual Property Ruzivo inoratidza kuti Guangzhou Jitai Chemical Co., Ltd. yakanyorera patent yakanzi "A Type of Organic Silicon Encapsulating Adhesive uye Yayo Kugadzirira Nzira uye Mashandisiro," yakadhindwa nhamba CN202410595136.5, ine zuva rekunyorera raMay 2024.

Pfupiso patent inoratidza kuti kugadzirwa kunoburitsa organic silicon yakavharisa adhesive inosanganisira A uye B zvikamu. Iyo yakagadzirwa inosimudzira kusimba kwesimba uye kurebesa kweiyo organic silicon yakavharisa adhesive nekushandisa zvine hungwaru musanganiswa une maviri alkoxy anoshanda mapoka uye imwe ine matatu alkoxy anoshanda mapoka, kuwana viscosity pa25 ° C pakati pe1,000 uye 3,000 cps, tensile simba rinopfuura 20. MPa, uye elongation inopfuura 200%. Iyi budiriro inosangana nezvinodiwa zvemagetsi zvigadzirwa zvekushandisa.

DMC Mitengo:

- DMC: 13,000 - 13,900 RMB/ton

- 107 Glue: 13,500 - 13,800 RMB/tani

- Yakajairika Raw Glue: 14,000 - 14,300 RMB / toni

- Yakakwira Polymer Raw Glue: 15,000 - 15,500 RMB/tani

- Yakawedzerwa Yakasanganiswa Rubha: 13,000 - 13,400 RMB/tani

- Gasi Phase Yakasanganiswa Rubber: 18,000 - 22,000 RMB / toni

-Mumba Methyl Silicone Mafuta: 14,700 - 15,500 RMB/tani

-Kune dzimwe nyika Methyl Silicone Mafuta: 17,500 - 18,500 RMB/tani

-Vinyl Silicone Mafuta: 15,400 - 16,500 RMB/tani

- Cracking Material DMC: 12,000 - 12,500 RMB/ton (mutero usina kubatanidzwa)

- Cracking Material Silicone Oiri: 13,000 - 13,800 RMB/ton (mutero usina kubatanidzwa)

-Kurasa Silicone Rubber (Yakaoma Mipendero): 4,100 - 4,300 RMB/tani (mutero usina kubatanidzwa)

MuShandong, imwe nzvimbo yekugadzira imwe chete iri kuvharika, imwe iri kushanda zvakajairika, uye imwe iri kushanda pakuderedzwa. Musi waNyamavhuvhu 5, mutengo weokisheni weDMC waive 12,900 RMB/ton (net mvura yemutero wemari inosanganisirwa), paine kurongeka kwakajairika.

MuZhejiang, zvivakwa zvitatu zvimwechete zviri kushanda zvakajairika, neDMC yekunze quotations pa13,200 - 13,900 RMB/ton (net yemvura yemutero inosanganisirwa pakuendesa), uye vamwe kwenguva pfupi vasingatore, zvichibva panhaurirano chaidzo.

MuCentral China, zvivakwa zviri kushanda pamutoro wakaderera, neDMC yekunze makotesheni pa13,200 RMB / toni, inotaurirana zvichienderana nekutengesa chaiko.

KuNorth China, zvivakwa zviviri zviri kushanda zvakajairwa, uye imwe iri kushanda pamwe nekuderedzwa zvishoma. DMC ekunze makotesheni ari pa13,100 - 13,200 RMB/ton (mutero unosanganisirwa pakutumira), mamwe makotesheni haasi kuwanikwa uye ari pasi penhaurirano.

Kumaodzanyemba kwakadziva kumadokero, zvivakwa zvega zviri kushanda pane chikamu chakaderedzwa mutoro, neDMC yekunze makotesheni pa13,300 - 13,900 RMB/ton (mutero unosanganisirwa pakutumira), kutaurirana kunoenderana nekutengesa chaiko.

Kuchamhembe kwakadziva kumadokero, zvivakwa zviri kushanda zvakajairika, uye DMC ekunze makotesheni ari pa13,900 RMB/ton (mutero unosanganisirwa pakutumira), kutaurirana kunoenderana nekutengesa chaiko.