Agasti 9:

Ukunyuka kwentengo okuhlanganisiwe nokucacile! Ngemuva cishe kwamasonto amabili eqhubeka nokukhipha izimpawu zokukhuphuka kwentengo, abakhiqizi abakhulu bahlangane eYunnan izolo. Ezingeni eliphansi lamanje le-inventory kanye nendikimba ethi "golden September and silver October", kuyithuba elibalulekile lezimboni ngazinye zokunyusa amanani kancane kancane. Kubikwa ukuthi amafekthri amaningi ngamanye avalwe ngokuphelele futhi awazange abike izolo, okubonisa isimo sengqondo esihlanganyelwe sokukhuphula amanani. Ngokuqondene nokuthi ingakhula kangakanani, kuya ngesivinini sokubeka esitokisini esingezansi.

Ngokwezindleko, imakethe yendawo ihlala izinzile, ngentengo ecashuniwe engu-12300 ~ 12800 yuan/ton ye-421 # yensimbi ye-silicon. Ngenxa yokuthi intengo yamanje yemakethe iphansi kunomugqa wezindleko zokukhiqiza wabakhiqizi abaningi, amanye amabhizinisi e-silicon yensimbi anciphise ukukhiqizwa. Intengo yezimpahla ezingaphelelwa yisikhathi iyaqhubeka nokwehla. Izolo, intengo yenkontileka ye-Si2409 icashunwe ku-9885 yuan/ton, ukwehla kwe-365 futhi yehla ngaphansi kwe-10000 mark! Umuzwa wemakethe wehlisiwe. Intengo yemakethe yesikhathi esizayo yehle kakhulu ngaphansi kwenani lezindleko, futhi kulindeleke ukuthi iphoqe ukumiswa komthamo othile wokukhiqiza i-silicon yezimboni.

Sekukonke, ngenxa yokuguquguquka kwentengo okuvamile ngasohlangothini lwezindleko kanye nokukhululwa okuqhubekayo kwamandla amasha okukhiqiza avela ezimbonini ngazinye, kwengeze izici ezingezinhle emakethe. Kodwa-ke, umgoqo wangempela kumqondo we-bullish ezimakethe ezimaphakathi nezansi nomfula kuseyinkinga yama-oda anganele. Emasontweni amabili edlule, ngesidingo esikhulayo sokugcwaliswa kabusha kwempahla, uma sifuna ukuqhubeka nokwengeza nokufaka kabusha i-inventory, nakanjani sizodinga ukusekelwa kwama-oda. Ngakho-ke, nakuba imakethe kulindeleke ukuthi ikhule kancane kancane esikhathini esizayo, ukuqongelela noma ukungakwazi ukukhuphuka kuzophinde kube ingxabano phakathi komfula nokwehla nomfula!

Imakethe yekhabhoni emnyama enemvula:

Ohlangothini lwempahla eluhlaza, intengo ye-sulfuric acid iyahlukahluka ngenxa yezimo ezidingekayo ezihlukahlukene, futhi imakethe inomoya oqinile wokulinda nokubona, kuyilapho imakethe iyonke ihlala izinzile; Ngokuphathelene nomlotha wesoda, imakethe igcina insalela yokunikezwa kanye nesidingo, futhi amanani asebenza ngokubuthakathaka ngaphansi komdlalo wokuhlinzekwa nokufunwa. Kuleli sonto, ikhotheshini ye-alkali ekhanyayo yasekhaya ingu-1600-2050 yuan/ton, futhi ikhotheshini ye-alkali esindayo ingu-1650-2250 yuan/ton. Izindleko zihlala zizinzile, futhi intengo yesikhutha esimhlophe esinemvula cishe ayinakuguquguquka. Kuleli sonto, intengo yekhabhoni emnyama enciphile yerabha ye-silicone ihlale izinzile ku-6300-7000 yuan/ton. Ngokwama-oda, ukugxila kokuthengwa kwezimpahla kwamabhizinisi ahlanganisa iraba ephansi kusese kurabha eluhlaza, kuhlanganiswe nama-oda alinganiselwe, asikho isitokwe esiningi sekhabhoni emnyama emhlophe, futhi isimo sokuthenga siyantenga.

Sekukonke, kunzima ukuthi ukwenyuka kwamanani omfula kufinyelele ngokushesha, futhi kudinga ukuqhutshwa ukufunwa okuhle esikhathini eside. Kunzima ukwenza i-stocking wave yenjoloba exubile, ngakho-ke intengo yekhabhoni emhlophe emnyama ivinjelwa ukuhlinzekwa nokufunwa, futhi kunzima ukuba nezinguquko ezibalulekile. Esikhathini esifushane, nakuba kunzima ukuqalisa ukukhushulwa kwentengo yesikhutha esimhlophe esinemvula, kungase kube nokuthuthuka okuthile ekuthunyelweni, futhi amanani abelokhu esebenza kancane esikhathini esizayo esiseduze.
Imakethe yegesi ye-carbon black market:

Ohlangothini lwempahla yokusetshenziswa, ngenxa yama-oda anganele, intengo Yekilasi A iyaqhubeka nokwehla. Kuleli sonto, ifekthri ye-monomer yaseNyakatho-ntshonalanga ibike intengo engu-1300 yuan/ton, okuphinde kwehle ngo-200 yuan, futhi ifekthri ye-Shandong monomer ibike intengo engu-900 yuan/ton, ukwehla ngamayuan ayi-100. Ukwehla okuqhubekayo kwezindleko kuyivuna inzuzo yegesi ye-silicon, kodwa kungase futhi kukhuthaze umoya wokuncintisana emakethe. Mayelana nesidingo, izinkampani ezinamathelayo ezisezingeni eliphezulu zonyaka zonyaka ziye zandisa ukwakheka kwazo ekunamatheleni kwesigaba se-liquid negesi, futhi i-silicone ewuketshezi kanye ne-adhesives yezinga eliphezulu legesi inezidingo ezithile zobuchwepheshe ze-silicone yegesi. Ngakho-ke, izinkampani ze-silicone zegesi ezisezingeni eliphakathi neziphezulu zingamukela kahle ama-oda ngesikhathi sokuhola sezinsuku ezingama-20-30; Kodwa-ke, i-gas-class white carbon black evamile isekelwa amanani abakhiqizi abakhulu, futhi umkhawulo wenzuzo nawo uncane kakhulu.

Ngokombono waleli sonto, intengo ephezulu yamamitha angu-200 wegesi emhlophe yesigaba esimnyama iyaqhubeka ibe ngu-24000-27000 yuan/ton, kuyilapho intengo esezingeni eliphansi isukela ku-18000-22000 yuan/ton. Ukuthengiselana okuqondile kusasekelwe ngokuyinhloko engxoxweni, futhi kulindeleke ukuthi kusebenze eceleni esikhathini esifushane.

Sekukonke, konke kumi ngomumo ngaphandle komfutho wama-oda! Umkhathi wokukhuphuka kwamanani entengo usuqalile amasonto amabili, kodwa umuzwa wemakethe ubonisa umkhuba ocacile. Ngemuva kokuthola inqwaba yama-oda ngesonto eledlule, amafekthri ngamanye aphinde agcwalisa i-inventory yawo kuleli sonto. Ngemva kokugcina ngenkuthalo ezindaweni ezimaphakathi neziphansi, banethemba lokuthi ukukhuphuka kuzoshayela eyabo ivolumu yoku-oda. Kodwa-ke, ukusebenza kwetheminali akwenzeki njengoba bekulindelekile, futhi ukukhuphuka okuvumelanayo kusalokhu kungenzi lutho. Kufanele kushiwo ukuthi lolu hlobo lokuya phezulu nokulinda nokubona ezansi nomfula kubonisa ngokusobala ukuphila kwemboni yamanje! Wonke umuntu unezizathu zakhe futhi angazwelana nomunye, kodwa bonke abanamandla, ukuze 'basinde'.

Kulindeleke ukuthi maphakathi no-Agasti, ukugxila kwemisebenzi ye-DMC kuzokhuphuka kancane. Nakuba abakhiqizi bezwakalise ukusekela ngazwi linye izintengo, kusazoba nokwehluka okuthile ukuze kusetshenziswe i-oda. Kodwa-ke, ukufinyelela okuphakathi nendawo okuphansi kokubili bafuna ukunyusa amanani futhi besaba ukuthi ukukhuphuka kuzoba okwesikhashana. Ngakho-ke, ngemva nje kokuqoqa, ukuqhubeka nokuqoqa kuncike ekuzimiseleni kwemboni ngayinye ukunyusa amanani. Ingabe ukuncishiswa ngesikhathi esisodwa komthwalo kungavala ukukhululwa komthamo omusha wokukhiqiza? Ukuze siqhubeke kahle nokuhlasela komzuliswano odlule we-"Golden September" kuze kube uSepthemba, sidinga ukubona ukwesekwa okwengeziwe kokusebenza emakethe!