Mitengo yamsika ya Xenon yakweranso!

Xenonndi gawo lofunikira kwambiri pazamlengalenga ndi makina opangira ma semiconductor, ndipo mtengo wamsika wakweranso posachedwa.China chaxenonkatundu akuchepa, ndipo msika ukugwira ntchito.Pamene kuchepa kwa msika kukupitirirabe, chikhalidwe cha bullish chimakhala champhamvu.

1. Mtengo wamsika waxenonchakwera kwambiri
China zoweta mkulu-chiyeroxenonmakampani makamaka amapereka makasitomala anthawi yayitali, ndipo makampani ambiri opanga zinthu amakhala ndi gawo lopanda malire, ndipo makasitomala ogawa amapeza mitengo yokwera.
Kuyambira kumapeto kwa Novembala mpaka pano, mtengo wogulitsira msika wakwera pafupifupi 13% mu theka la mwezi.Pakalipano, chiwerengero cha njira zonse pamsika ndizochepa, zogula zogula zimakhala zogwira ntchito, ndipo mlengalenga ndi wamphamvu.

2. Zinthu zingapo pazakudya ndi zofunikira zimathandizira msika
Kukhazikika kwaxenonkupezeka kwa msika ndi zogula zogwira ntchito kumunsi ndizozifukwa zazikulu zakukwera kwachangu kwamitengo yamsika.
Choyamba, kukwera kwa zinthu ku Ukraine kwachititsanso kuti kuyembekezera kwa msika kukumitsidwe, komanso chiopsezo chaxenonkupereka kumangitsa ndi mayendedwe pambuyo poletsedwa.Panthawi imodzimodziyo, kuzungulira kwatsopano kwa mliriwu kunayambitsanso nkhawa za msika za kukhazikika kwa katundu wa katundu, zomwe zachititsa kuti pakhale kuwonjezeka kwakukulu kwa kugula kwa msika.
Komanso, zoweta Chinaxenonkugulitsa msika kukuwonetsanso kukhwimitsa zinthu.Makamaka anakhudzidwa ndi ndondomeko monga zoletsa kupanga mu makampani zitsulo ndi zoletsa okhudzana mphamvu, zopangira madzi ndi zoletsedwa kwambiri, ndi kupanga weniweni waxenonmpweya wachepetsedwa ndi pafupifupi 50% poyerekeza ndi mikhalidwe yabwinobwino.
Pankhani ya kufunikira kwapansi, kufunikira kwa ndege kungapitirire kuwonjezeka, ndipo kufunikira kwa msika wa semiconductor kumathandizidwabe kwambiri.

3. Msika wanthawi yayitali ungakhalebe ndi malo okulirapo
Pansi pa ulamuliro wapawiri wa kugwiritsa ntchito mphamvu ku China kuyambira m'dzinja la 2021, kupanga krypton ndixenonzidzakhudzidwa kwambiri, ndipo kusintha kwa mfundo zina mu 2022 kudzakhalanso chinthu chofunikira kwambiri.Kuphatikiza apo, kumbali yofunikira, ngati njira yopangira semiconductor yakumunsi ikusintha komanso ngati kuchuluka kwake kuchepetsedwa ndizofunikanso.Kusasunthika kwa kufunikira kwa mtsinje, zoopsa zapadziko lonse lapansi, komanso kutukuka kwa zochitika zapadziko lonse lapansi pazaumoyo zabweretsa kusintha kwakukulu pamsika.M'malo mwake, Chinaxenonmsika uyenera kukhala wabwino kwambiri mu 2022.