Izindaba ezivela ku-Organic Silicon Market - Agasti 6:Izintengo zangempela zibonisa ukwenyuka okuncane. Okwamanje, ngenxa yokwehla kwezintengo zempahla yokusetshenziswa, abadlali abaphansi bakhulisa amazinga abo e-inventory, futhi ngokuthuthukiswa kokubhukha ama-oda, abakhiqizi abahlukahlukene balungisa izigaba zabo zokwenyuka kwentengo ngokusekelwe kumbuzo nama-oda wangempela. Intengo yokwenziwayo ye-DMC iqhubeke njalo yenyukela phezulu ebangeni elingu-13,000 laya ku-13,200 RMB/ton. Njengoba sebecindezelwe emazingeni aphansi isikhathi eside, kunethuba elingandile lokuthola inzuzo, futhi abakhiqizi babheke ukuthatha lo mfutho. Kodwa-ke, isimo semakethe samanje sisagcwele ukungaqiniseki, futhi okulindelekile kwesidingo senkathi evamile yokukhuphuka kungase kukhawulelwe. Abadlali be-downstream bahlala beqaphile ngokulandela ukukhuphuka kwentengo yokubuyisela isitoko; Isakhiwo samanje sokusungula siqhutshwa ikakhulukazi amanani aphansi, futhi ukubheka izitayela zemakethe ezinyangeni ezimbili ezizayo kubonisa ukuthi inani lempahla eluhlaza liphansi. Ngemuva kwegagasi lokugcwaliswa kabusha kwesitoko esibalulekile, amathuba okuqhubeka nokuphinda afakwe kabusha angaphansi kokuhlukahluka okuphawulekayo.

Esikhathini esifushane, umuzwa we-bullish unamandla, kodwa abakhiqizi abaningi abangabodwa bahlala beqaphe kakhulu mayelana nokulungisa amanani. Ukwenyuka kwangempela kwamanani okwenziwayo kuvame ukuba phakathi kuka-100-200 RMB/ton. Kusukela ngesikhathi sokubhala, intengo evamile ye-DMC iseku-13,000 kuya ku-13,900 RMB/ton. Umuzwa wokuvuselela kabusha ovela kubadlali abazansi nomfula usalokhu umatasa, abanye abakhiqizi bakhawulela ama-oda wamanani aphansi, okubonakala sengathi balinde abakhiqizi abakhulu ukuthi baqale umjikelezo omusha wokwenyuka kwamanani ukuze baqhubekisele phambili amathrendi aphindayo.

Ohlangothini Lwezindleko:Mayelana nokuhlinzekwa, ukukhiqizwa esifundeni esiseNingizimu-ntshonalanga kuhlala kuphezulu; nokho, ngenxa yokusebenza kabi kokuthunyelwa kwempahla, izinga lokusebenza esifundeni saseNyakatho-ntshonalanga lehlile, futhi abakhiqizi abakhulu sebeqalile ukunciphisa okukhiphayo. Ukunikezwa sekukonke kwehle kancane. Ohlangothini lwesidingo, isilinganiso sokugcinwa kwabakhiqizi be-polysilicon siyaqhubeka nokukhula, futhi ama-oda amasha avame ukuba mancane, okuholela ekuxwayiseni okujwayelekile ekuthengeni impahla eluhlaza. Ngenkathi amanani entengo ye-silicone ephilayo enyuka, ukungalingani kwesidingo sokuhlinzekwa kwempahla emakethe akukancishiswa kakhulu, futhi umsebenzi wokuthenga uhlala uphakathi.

Sekukonke, ngenxa yokuphelelwa amandla kokuhlinzekwa kanye nokutholakala okuthile okufunwayo, ukusekelwa kwentengo okuvela kubakhiqizi bezimboni ze-silicon kunyukile. Njengamanje, intengo yendawo ye-421 metallic silicon izinzile ku-12,000 kuya ku-12,800 RMB/ton, kuyilapho amanani esikhathi esizayo nawo enyuka kancane, nentengo yakamuva yenkontileka ye-si2409 ebikwe ku-10,405 RMB/ton, inyuke ngo-90 RMB. Uma sibheka phambili, ngokukhishwa okulinganiselwe kwesidingo esibulalayo, kanye nokwanda kokwenzeka kokuvalwa komsebenzi phakathi kwabakhiqizi be-silicon yezimboni, amanani kulindeleke ukuthi aqhubeke nokuzinza emazingeni aphansi.

Ukusetshenziswa kwamandla:Muva nje, izikhungo ezimbalwa ziqale kabusha ukukhiqiza, futhi kuhambisana nokugunyazwa kwamakhono amasha eNyakatho naseMpumalanga yeChina, ukusetshenziswa kwamandla sekukhule kancane. Kuleli sonto, abakhiqizi abaningi abangabodwa basebenza emazingeni aphezulu, kuyilapho ukugcinwa kabusha kwempahla engezansi komfula kuyasebenza, ngakho ukubhukha ama-oda wabakhiqizi abangabodwa kuhlala kwamukeleka, ngaphandle kwezinhlelo ezintsha zokunakekela esikhathini esifushane. Kulindeleke ukuthi ukusetshenziswa kwamandla kuzogcina ngaphezulu kwama-70%.

Ohlangothini Lwesidingo:Muva nje, izinkampani ezansi nomfula ziye zakhuthazwa ukuphindaphinda kwentengo ye-DMC futhi zisebenza kabusha ngokuzimisela. Imakethe ibonakala inethemba. Kusukela esimeni sangempela sokubuyisela isitoko, amabhizinisi ahlukahlukene asanda kuthola ama-oda, nama-oda abakhiqizi abakhulu asehlelelwe ngasekupheleni kuka-Agasti. Kodwa-ke, uma kucatshangelwa ukukhula okuhamba kancane njengamanje ohlangothini lwesidingo, amandla okubuyisela kabusha ezinkampanini ezisezansi nomfula ahlala eqinile, enesidingo esincane sokuqagela kanye nokuqoqwa kwempahla elinganiselwe. Uma sibheka phambili, uma okulindelwe kwetheminali yesizini evamile ematasatasa ngoSepthemba nango-Okthoba kungafezeka, isikhathi sokuhlehliswa kwentengo singanwetshwa; ngakolunye uhlangothi, amandla enkampani ezansi nomfula azokwehla njengoba amanani enyuka.

Sekukonke, ukuphindaphinda okulindelwe isikhathi eside kuye kwavuselela umuzwa we-bullish, okwenze ukuthi abadlali abakhuphuka nomfula nabaphansi banciphise uhlu lwezimpahla ngenkathi kukhulisa ukuzethemba kwemakethe. Naphezu kwalokhu, ukuguqulwa okuphelele kokuhlinzekwa kanye nesidingo kusenzima esikhathini eside, okwenza kube intuthuko enhle yokuthi inzuzo ibuyele okwesikhashana, kusize ukuzulazula ezinseleleni zamanje. Kubo bobabili abadlali abakhuphuka nomfula, i-cyclical downtrend ngokuvamile ibone ukwehla okukhulu kunokwenyuka; ngakho-ke, ukusebenzisa lesi sikhathi esizuzwe kanzima sibalulekile, futhi okubaluleke ngokushesha kuwukuthola ama-oda engeziwe ngalesi sigaba sokuphinda siboshwe.

Ngomhla zi-2 ku-Agasti, uMnyango Kazwelonke Wokuphathwa Kwezamandla Kazwelonke ukhiphe isaziso mayelana nokugadwa okukhethekile kokusatshalaliswa kokubhaliswa kwe-photovoltaic kanye nokuxhunywa kwegridi. Ngokohlelo lomsebenzi wokulawula amandla ka-2024, i-National Energy Administration izogxila ekubhaliseni okusatshalaliswa kwe-photovoltaic, uxhumano lwegridi, ukuhweba, kanye nokuhlala ezifundazweni ezingu-11, okuhlanganisa i-Hebei, i-Liaoning, i-Zhejiang, i-Anhui, i-Shandong, i-Henan, i-Hubei, i-Hunan, i-Guangdong, Guizhou, futhi Shaanxi.

Ukuze kusetshenziswe izinqumo zikahulumeni omkhulu ngempumelelo, lesi sinyathelo sihlose ukuqinisa ukwengamela ukuthuthukiswa nokwakhiwa kwe-photovoltaic esabalalisiwe, ukuthuthukisa ukuphathwa, ukuthuthukisa indawo yebhizinisi, ukuthuthukisa ukusebenza kahle kwesevisi yokuxhuma igridi, kanye nokukhuthaza ukuthuthukiswa kwekhwalithi ephezulu kwamaphrojekthi we-photovoltaic asabalalisiwe.

Izindaba ngo-Agasti 4, 2024:I-Tianyancha Intellectual Property Information ikhombisa ukuthi i-Guangzhou Jitai Chemical Co., Ltd. ifake isicelo selungelo lobunikazi elinesihloko esithi "Uhlobo Lwe-Organic Silicon Encapsulating Adhesive kanye Nendlela Yokulungiselela Nokusebenza," inombolo yokushicilela CN202410595136.5, enosuku lokufaka isicelo lwangoMeyi 2024.

Isifinyezo selungelo lobunikazi sibonisa ukuthi okusunguliwe kudalula ingcina ye-organic encapsulating ye-silicon ehlanganisa izingxenye zika-A no-B. Ukusungulwa kuthuthukisa amandla okudonsa kanye nokwelula kwe-organic silicon encapsulating adhesive ngokusebenzisa ngokunengqondo i-agent exhumanisayo equkethe amaqembu amabili asebenzayo e-alkoxy kanye nenye equkethe amaqembu amathathu asebenzayo e-alkoxy, ithola i-viscosity ku-25 ° C phakathi kuka-1,000 no-3,000 cps, amandla aqinile angaphezu kuka-20. I-MPa, nobude obudlula ama-200%. Lokhu kuthuthukiswa kuhlangabezana nezidingo zezicelo zomkhiqizo we-elekthronikhi.

Izintengo ze-DMC:

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

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

- Iglue Evamile: 14,000 - 14,300 RMB/ton

- High Polymer Raw Glue: 15,000 - 15,500 RMB/ton

- Irabha Ehlanganisiwe Eyengeziwe: 13,000 - 13,400 RMB/ton

- Irabha Ehlanganisiwe Yesigaba Segesi: 18,000 - 22,000 RMB/ton

- Amafutha Asekhaya E-Methyl Silicone: 14,700 - 15,500 RMB/ton

- Amafutha eMethyl Silicone Angaphandle: 17,500 - 18,500 RMB/ton

- Amafutha e-Vinyl Silicone: 15,400 - 16,500 RMB/ton

- I-Cracking Material DMC: 12,000 - 12,500 RMB/ton (intela ayifakiwe)

- Amafutha E-Silicone Aqhekeka: 13,000 - 13,800 RMB/ton (intela ayifakiwe)

- Irabha Ye-Silicone Kadoti (Imiphetho Emibi): 4,100 - 4,300 RMB/ton (intela ayifakiwe)

EShandong, isikhungo esisodwa sokukhiqiza sivaliwe, esinye sisebenza ngokujwayelekile, kanti esinye sisebenza ngomthwalo owehlisiwe. Ngomhla zi-5 Agasti, intengo yendali ye-DMC yayingu-12,900 RMB/ton (ingqikithi yentela yemali yamanzi yamanzi ifakiwe), ngokuthathwa kwe-oda evamile.

E-Zhejiang, izikhungo ezintathu ezizodwa zisebenza ngokujwayelekile, ngamakhotheshini angaphandle e-DMC angu-13,200 - 13,900 RMB/ton (insalela yentela yamanzi ifakiwe ekulethweni), kanti ezinye azicaphunanga okwesikhashana, ngokusekelwe ezingxoxweni zangempela.

E-Central China, izinsiza zisebenza ngomthwalo ophansi, ngamakhotheshini angaphandle e-DMC angu-13,200 RMB/ton, okuxoxiwe ngawo ngokusekelwe ekuthengisweni kwangempela.

ENyakatho neChina, izikhungo ezimbili zisebenza ngokujwayelekile, kanti eyodwa isebenza ngomthwalo owehlisiwe ngokwengxenye. Izingcaphuno zangaphandle ze-DMC ziku-13,100 - 13,200 RMB/ton (intela efakiwe yokulethwa), kanti ezinye izingcaphuno azitholakali okwesikhashana futhi zingaphansi kwezingxoxo.

ENingizimu-ntshonalanga, izikhungo ezizodwa zisebenza ngomthwalo owehlisiwe ngokwengxenye, ngamakhotheshini angaphandle e-DMC angu-13,300 - 13,900 RMB/ton (intela efakiwe yokulethwa), okuxoxiswana ngayo ngokusekelwe ekuthengisweni kwangempela.

ENyakatho-ntshonalanga, izikhungo zisebenza ngokujwayelekile, futhi izingcaphuno zangaphandle ze-DMC ziku-13,900 RMB/ton (intela efakiwe yokulethwa), okuxoxiswana ngayo ngokusekelwe ekuthengisweni kwangempela.