Hauv 2025, Tuam Tshoj cov kev lag luam silicone yuav txuas ntxiv mus tawm tsam hauv cov khoom lag luam qis thiab cov txiaj ntsig qis dua " Txawm li cas los xij, nrog kev hloov kho cov txheej txheem ntawm kev thov thiab kev ua kom zoo ntawm cov khoom muaj peev xwm ntawm cov khoom siv ntawm kev tawm ntawm cov nqi ntawm cov nqi qis.
Xav tau sab: Tshiab lub zog thiab cov teb tshiab tau dhau los ua tus yuam sij los rhuav tshem cov tuag
Txawm hais tias qhov kev thov hauv cov kev tsim kho ib txwm muaj rau ntau dua 30%, nws lub zog loj dua yog qhov tsis txaus yog rau kev ua lag luam sluggish av. Txawm li cas los xij, txoj kev loj hlob tawg hauv lub zog hluav taws xob tshiab tau muab tus ncej tshiab rau Organosilicon. Los ntawm 2025, qhov muaj peev xwm tshiab khiv ntawm kev xav tau ntau dua 400gw kev thov rau photovoltaic modinulation encapsives kom nce ntau dua 20% txhua xyoo. Kev muag khoom ntawm cov tsheb hluav taws xob tshiab tau dhau 20 lab chav nyob, tsav tsheb ua kom muaj qhov xav tau ntawm Thermal ua cov khoom siv silicone thiab roj teeb. Tsis tas li ntawd, qhov kev thov kev thov hauv cov chaw tawm tshiab xws li 5G puag ncig cov khoom lag luam thiab cov semiconduct cov nplaum tau nce mus rau 15%, ua lub tshuab loj hlob tshiab rau kev lag luam.
Ntawm cov khoom siv sab khoom, muaj peev xwm tshem tawm thiab cov qauv kev ua kom ua tau zoo nyob rau hauv parallel
Qhov teeb meem ntawm overcapacity nyob rau hauv kev lag luam yog qhov tseem ceeb, tab sis ua cov lag luam tau ua tiav "kev ciaj sia ntawm kev hloov pauv" los ntawm kev hloov pauv ntawm kev siv hluav taws xob thiab muaj peev xwm hloov. Los ntawm 2025, Xinjiang, Gansu thiab lwm thaj chaw Northwest yuav muaj peev xwm ua kom tau ntau yam los ntawm kev ua haujlwm ntawm cov yunnan thiab Sichuan yuav nyob ntawm theem qis. Leading enterprises such as Hesheng Silicon Industry have controlled their production costs below 80% of the industry average through an integrated layout of "industrial silicon - organosilicon monomer - terminal products", thus forming a significant competitive advantage. Lub caij no, cov cai tiv thaiv ib puag ncig tau yuam kev tawm ntawm rov qab ntau lawm muaj peev xwm. Txawm hais tias qhov kev lag luam ua haujlwm tau poob mus rau 72% hauv thawj ib nrab ntawm 2025, kev siv hluav taws xob rau ib nrab ntawm 1224, thiab kev muab khoom zoo dua tau txhim kho.
Kev xam pom yav tom ntej: tsav los ntawm ob qho siab - kawg thiab ntsuab kev loj hlob
Kev lag luam yog hloov los ntawm "teev nthuav dav" rau "kev tsim tus nqi". Qhov kev faib ua feem ntawm cov khoom siv hluav taws xob (xws li thermal roj thiab kho qhov muag {{} rau 2025 txog 35% hauv 2030, dhau los ua tus tseem ceeb ntawm cov nyiaj tau nce siab. Lub caij no, cov cuab yeej tsim khoom ntsuab ntsuab tau nrawm lawv cov kev nrov. Los ntawm 2025, cov nqi siv dav dav ntawm los ntawm - Cov khoom lag luam hauv kev lag luam tau muab rau 2020, nce ntxiv rau 1520, txhawb nqa cov roj ntsha 1520
Xaus: kev lag luam silicone tau dhau los ntawm cov theem nyuaj tshaj plaws ntawm kev muaj peev xwm tshem tawm. Kev loj hlob dawb ntawm lub zog tshiab thiab tawm cov qauv kev ua kom zoo rau ntawm cov khoom lag luam rau cov khoom lag luam tshiab ntawm "ruaj khov thiab cov nqi nce". Txawm hais tias lub siab ntawm overcapacity nyob rau hauv nruab nrab-}}}}}}}}}}}}} kev loj hlob tshiab.
