Xov xwm los ntawm Organic Silicon Market - Lub Yim Hli 6:Tus nqi tiag tiag qhia qhov nce me ntsis. Tam sim no, vim qhov rov qab los ntawm cov nqi raw khoom, cov neeg ua si hauv qab tau nce lawv cov khoom muag qib, thiab nrog kev txhim kho hauv kev txiav txim booking, ntau lub tuam txhab tau kho lawv cov nqi nce raws li kev nug thiab kev txiav txim tiag. Tus nqi pauv rau DMC tau nce mus ntxiv mus rau thaj tsam ntawm 13,000 txog 13,200 RMB / tuj. Tau raug tshem tawm ntawm qib qis rau lub sijhawm txuas ntxiv, muaj lub sijhawm tsis tshua muaj txiaj ntsig rau cov txiaj ntsig rov qab, thiab cov neeg tsim khoom tab tom nrhiav kom txeeb lub sijhawm no. Txawm li cas los xij, ib puag ncig kev lag luam tam sim no tseem muaj qhov tsis paub tseeb, thiab qhov kev xav tau ntawm lub caij nyoog siab tshaj plaws yuav raug txwv. Cov neeg ua si hauv qab tseem ceev faj txog cov nqi nce ntxiv rau kev rov ua dua tshiab; tam sim no proactive cov ntaub ntawv lub tsev yog tsuas yog tsav los ntawm tus nqi qis, thiab kev soj ntsuam kev lag luam tiam sis nyob rau hauv ob lub hlis tom ntej no qhia tau hais tias cov raw cov ntaub ntawv cov khoom muag yog tsawg. Tom qab nthwv dej ntawm qhov tseem ceeb ntawm cov khoom lag luam ntxiv, qhov muaj feem ntawm kev txuas ntxiv cov khoom lag luam ntxiv yuav raug hloov pauv tseem ceeb.

Nyob rau hauv lub sij hawm luv luv, bullish sentiment muaj zog, tab sis feem ntau ib leeg manufacturers tseem ceev faj heev txog kev kho cov nqi. Qhov tseeb nce ntawm cov nqi pauv feem ntau yog nyob ib ncig ntawm 100-200 RMB / ton. Raws li lub sijhawm sau ntawv, tus nqi tseem ceeb rau DMC tseem nyob ntawm 13,000 txog 13,900 RMB / ton. Qhov kev xav rov qab los ntawm cov neeg ua si hauv qab tseem tseem muaj kev cuam tshuam, nrog qee cov tuam txhab txwv cov nqi qis, zoo li tos rau cov tuam txhab loj los pib qhov tshiab ntawm tus nqi nce ntxiv txhawm rau txhawb kev rov qab los.

Ntawm Tus Nqi:Nyob rau hauv cov nqe lus ntawm kev muab khoom, ntau lawm nyob rau hauv Southwest cheeb tsam tseem siab; Txawm li cas los xij, vim kev xa khoom tsis zoo, kev ua haujlwm ntawm thaj av Northwest tau poob qis, thiab cov tuam txhab loj tau pib txo cov khoom tsim tawm. Zuag qhia tag nrho cov khoom tau qis me ntsis. Ntawm qhov kev thov sab, qhov ntsuas ntawm kev saib xyuas rau cov tuam txhab polysilicon txuas ntxiv nthuav dav, thiab kev txiav txim tshiab yuav muaj me me, ua rau kev ceev faj hauv kev yuav khoom raw. Thaum cov nqi ntawm cov organic silicone tau nce, qhov kev xav tau ntawm cov khoom lag luam tsis sib xws hauv kev ua lag luam tsis tau txo qis, thiab kev yuav khoom tseem nyob nruab nrab.

Zuag qhia tag nrho, vim tias cov khoom tsis muaj zog thiab qee qhov rov qab los ntawm kev thov, tus nqi txhawb nqa los ntawm cov tuam txhab lag luam silicon tau nce. Tam sim no, qhov chaw tus nqi rau 421 metallic silicon yog ruaj khov ntawm 12,000 rau 12,800 RMB / ton, thaum yav tom ntej tus nqi kuj tseem nce me ntsis, nrog rau tus nqi tshiab rau si2409 daim ntawv cog lus tshaj tawm ntawm 10,405 RMB / ton, nce ntawm 90 RMB. Saib tom ntej, nrog kev txwv tsis pub tshaj tawm ntawm qhov kev thov davhlau ya nyob twg, thiab kev nce hauv kev kaw qhov tshwm sim ntawm cov tuam txhab lag luam silicon, cov nqi yuav tsum tau ua kom ruaj khov ntawm qib qis.

Kev siv peev xwm:Tsis ntev los no, ntau qhov chaw tau rov pib tsim khoom, thiab ua ke nrog kev ua haujlwm ntawm qee lub peev xwm tshiab hauv North thiab East Tuam Tshoj, tag nrho cov peev txheej siv tau nce me ntsis. Lub lim tiam no, ntau lub tuam txhab lag luam ib leeg tau ua haujlwm nyob rau theem siab, thaum cov khoom lag luam qis qis yog ua haujlwm, yog li kev txiav txim rau cov tuam txhab lag luam ib leeg tseem lees txais, tsis muaj kev npaj kho tshiab hauv lub sijhawm luv. Nws tau cia siab tias kev siv lub peev xwm yuav tswj tau siab dua 70%.

Ntawm Qhov Kev Xav Tau:Tsis ntev los no, cov tuam txhab downstream tau txhawb nqa los ntawm DMC tus nqi rov qab thiab tau nquag rov ua dua tshiab. Kev ua lag luam zoo li muaj kev cia siab. Los ntawm qhov xwm txheej restocking tiag tiag, ntau lub tuam txhab tau txais kev txiav txim tsis ntev los no, nrog rau qee cov tuam txhab loj cov xaj tau teem caij rau lub Yim Hli lig. Txawm li cas los xij, xav txog qhov tam sim no qeeb rov qab los ntawm kev thov sab, lub peev xwm rov qab los ntawm cov tuam txhab downstream tseem muaj kev saib xyuas, nrog qhov xav tau tsawg kawg nkaus thiab cov khoom lag luam tsawg. Saib rau pem hauv ntej, yog tias qhov kev cia siab ntawm lub davhlau ya nyob twg rau lub caij nyoog tsis khoom nyob rau lub Cuaj Hli thiab Lub Kaum Hli tuaj yeem pom tau, lub sijhawm rau tus nqi rov qab yuav ntev dua; conversely, lub tuam txhab downstream restocking peev yuav txo qis raws li tus nqi nce.

Zuag qhia tag nrho, qhov kev tos ntev ntev tau rov qab los ua kom muaj kev xav zoo siab, ua rau ob qho tib si sab sauv thiab qis qis kom txo cov khoom muag thaum tseem txhawb kev lag luam kev ntseeg siab. Txawm li cas los xij, qhov kev hloov pauv tag nrho hauv kev xa khoom thiab kev thov tseem yog qhov nyuaj rau lub sijhawm ntev, ua rau nws muaj kev txhim kho zoo rau cov txiaj ntsig kom rov zoo ib ntus, pab taug qab cov teeb meem tam sim no. Rau ob qho tib si sab sauv thiab qis qis, qhov kev sib tw qis qis feem ntau pom qhov txo qis dua qhov nce; Yog li ntawd, leveraging no hard-tau rebound lub sij hawm yog ib qho tseem ceeb heev, nrog rau tam sim ntawd qhov tseem ceeb yog kom tau txais kev txiav txim ntau nyob rau hauv no rebound theem.

Thaum Lub Yim Hli 2, National Energy Administration's Comprehensive Department tau tshaj tawm tsab ntawv ceeb toom hais txog kev saib xyuas tshwj xeeb ntawm kev xa cov ntawv sau npe photovoltaic thiab kab sib txuas. Raws li 2024 lub zog tswj hwm txoj haujlwm, National Energy Administration yuav tsom mus rau kev xa tawm cov ntawv sau npe, daim phiaj sib txuas, kev lag luam, thiab kev sib hais haum hauv 11 lub xeev, suav nrog Hebei, Liaoning, Zhejiang, Anhui, Shandong, Henan, Hubei, Hunan, Guangdong, Guizhou, thiab Shaanxi.

Txhawm rau ua raws li tsoomfwv cov kev txiav txim siab kom zoo, qhov kev pib no yog txhawm rau txhawm rau saib xyuas kev nthuav dav photovoltaic kev tsim kho thiab kev tsim kho, txhim kho kev tswj hwm, ua kom zoo dua qub rau kev lag luam ib puag ncig, txhim kho kev sib txuas ntawm kev pabcuam kev ua haujlwm, thiab txhawb kev txhim kho zoo ntawm cov phiaj xwm photovoltaic.

Xov xwm rau lub Yim Hli 4, 2024:Tianyancha Intellectual Property Information qhia tias Guangzhou Jitai Chemical Co., Ltd. tau thov rau patent hu ua "Ib hom Organic Silicon Encapsulating Adhesive thiab nws Txoj Kev Npaj thiab Daim Ntawv Thov," luam tawm tus lej CN202410595136.5, nrog rau daim ntawv thov hnub tim 2024.

Cov ntsiab lus patent qhia tau tias qhov kev tsim tawm nthuav tawm cov organic silicon encapsulating nplaum uas muaj cov khoom A thiab B. Qhov kev tsim kho no txhim kho lub zog tensile thiab elongation ntawm cov organic silicon encapsulating nplaum los ntawm kev siv tus neeg sawv cev crosslinking uas muaj ob pawg alkoxy ua haujlwm thiab lwm qhov muaj peb pawg ua haujlwm alkoxy, ua tiav qhov viscosity ntawm 25 ° C ntawm 1,000 thiab 3,0000 cping, lub zog ntau dua MPa, thiab elongation tshaj 200%. Qhov kev txhim kho no ua tau raws li cov kev xav tau ntawm cov khoom siv hluav taws xob.

DMC Nqe:

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

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

- Ordinary Raw Glue: 14,000 - 14,300 RMB / ton

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

- Precipitated Mixed Roj Hmab: 13,000 - 13,400 RMB / ton

- Gas Phase Mixed Roj Hmab: 18,000 - 22,000 RMB / ton

- Methyl Silicone Roj: 14,700 - 15,500 RMB / ton

- Txawv Teb Chaws Methyl Silicone Roj: 17,500 - 18,500 RMB / ton

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

- Cov khoom tawg yooj yim DMC: 12,000 - 12,500 RMB / tuj (tsis suav se)

- Cracking Material Silicone Roj: 13,000 - 13,800 RMB / tuj (tsis suav se)

- Khib Silicone Rubber (Rough Edges): 4,100 - 4,300 RMB / ton (tsis suav se)

Hauv Shandong, ib qho chaw tsim khoom yog kaw, ib qho ua haujlwm ib txwm, thiab lwm qhov yog khiav ntawm qhov txo qis. Thaum Lub Yim Hli 5, tus nqi muag khoom rau DMC yog 12,900 RMB / ton (cov nyiaj se them se nrog dej), nrog rau kev txiav txim ib txwm.

Hauv Zhejiang, peb ib qho chaw ua haujlwm ib txwm ua haujlwm, nrog DMC cov lus hais sab nraud ntawm 13,200 - 13,900 RMB / ton (cov dej se suav nrog rau kev xa khoom), nrog qee qhov tsis hais ib ntus, raws li kev sib tham tiag tiag.

Hauv Central Tuam Tshoj, cov chaw ua haujlwm tau khiav qis, nrog DMC cov lus hais sab nraud ntawm 13,200 RMB / tuj, sib tham raws li kev muag khoom.

Hauv North China, ob lub chaw ua haujlwm ib txwm ua haujlwm, thiab ib qho yog khiav ntawm ib feem txo qis. DMC cov lus hais sab nraud yog nyob ntawm 13,100 - 13,200 RMB / tuj (cov se suav nrog rau kev xa khoom), nrog qee cov lus hais tsis muaj nyob rau ib ntus thiab raug kev sib tham.

Nyob rau sab hnub poob, ib qho chaw ua haujlwm ntawm ib feem txo qis, nrog DMC cov lus hais sab nraud ntawm 13,300 - 13,900 RMB / tuj (cov se suav nrog rau kev xa khoom), sib tham raws li kev muag khoom.

Hauv Northwest, cov chaw ua haujlwm ib txwm ua, thiab DMC cov lus hais sab nraud yog ntawm 13,900 RMB / tuj (cov se suav nrog rau kev xa khoom), sib tham raws li kev muag khoom.