Xenonyog ib feem tseem ceeb ntawm kev siv aerospace thiab semiconductor, thiab cov nqi lag luam tau nce siab dua tsis ntev los no. Suav tebxenoncov khoom lag luam poob qis, thiab kev ua lag luam yog active. Raws li kev lag luam kev lag luam tsis txaus mus ntxiv, qhov kev lag luam bullish muaj zog.
1. Tus nqi lag luam ntawmxenontau nce sharply
Tuam Tshoj lub domestic high-purityxenoncov tuam txhab feem ntau muab cov neeg siv khoom mus sij hawm ntev, thiab feem ntau ntawm cov tuam txhab tsim khoom tseem ceeb muaj kev faib tawm tsis kawg, thiab cov neeg siv khoom faib tau txais cov nqi siab dua.
Txij thaum lub Kaum Ib Hlis mus txog rau tam sim no, kev lag luam kev lag luam tus nqi tau nce li ntawm 13% hauv ib nrab ib hlis. Tam sim no, tag nrho cov channel cov khoom muag hauv kev ua lag luam yog qhov tsawg, qhov kev yuav khoom ntawm lub davhlau ya nyob twg yog nquag, thiab cov huab cua bullish muaj zog.
2. Ntau yam ntawm cov khoom siv thiab kev thov sab txhawb kev lag luam
Kev nruj ntawm covxenoncov khoom lag luam thiab cov khoom lag luam qis qis yog cov laj thawj tseem ceeb rau kev nce nqi hauv kev lag luam sai.
Ua ntej tshaj plaws, qhov nce ntawm qhov xwm txheej hauv Ukraine kuj tau ua rau kev lag luam kev cia siab ntawm cov khoom siv nruj, thiab kev pheej hmoo ntawmxenonmuab kev nruj nruj thiab kev thauj mus los tom qab raug txwv. Nyob rau tib lub sijhawm, qhov kev kis tus kabmob tshiab tshiab kuj tau ua rau muaj kev txhawj xeeb ntawm kev lag luam txog kev ruaj ntseg ntawm cov khoom muag, uas tau ua rau muaj kev nce ntxiv hauv kev yuav khoom hauv khw.
Tsis tas li ntawd, Tuam Tshoj lub domesticxenonkev lag luam khoom lag luam kuj tseem qhia txog qhov xwm txheej nruj. Feem ntau cuam tshuam los ntawm cov cai xws li kev txwv ntau lawm hauv kev lag luam steel thiab kev txwv lub zog muaj feem cuam tshuam, cov khoom siv raw cov ntaub ntawv raug txwv, thiab cov khoom siv tiag tiag.xenonroj tau raug txo los ntawm kwv yees li 50% piv nrog cov xwm txheej ib txwm muaj.
Nyob rau hauv cov nqe lus ntawm downstream thov, aerospace kev thov yuav nce ntxiv, thiab semiconductor kev ua lag luam xav tau tseem muaj kev txhawb nqa.
3. Lub lag luam luv luv kuj tseem yuav muaj chaw rau kev loj hlob
Raws li kev tswj hwm ntawm ob lub zog siv hauv Suav teb pib thaum lub caij nplooj zeeg xyoo 2021, kev tsim cov krypton thiabxenonyuav muaj kev cuam tshuam loj heev, thiab kev hloov pauv txoj cai hauv xyoo 2022 tseem yuav yog qhov tseem ceeb cuam tshuam. Tsis tas li ntawd, rau qhov kev thov sab, seb qhov kev hloov pauv ntawm cov khoom siv hluav taws xob qis qis thiab seb tus nqi puas yuav raug txo los kuj yog ib qho tseem ceeb. Kev tswj tsis tau ntawm cov kev xav tau qis qis, kev pheej hmoo ntawm thaj chaw, thiab kev txhim kho ntawm cov xwm txheej kev noj qab haus huv thoob ntiaj teb tau coj cov kev hloov pauv loj rau kev ua lag luam. Ntawm tag nrho, Tuam TshojxenonKev ua lag luam yuav tsum tau ceev faj zoo hauv 2022.
Post lub sij hawm: Dec-22-2021
