Xenonyinxalenye ebalulekileyo yezicelo ze-aerospace kunye ne-semiconductor, kwaye ixabiso lemarike liphinde lanyuka kutshanje. eTshayinaxenonunikezelo luyehla, kwaye imarike iyasebenza. Njengoko ukunqongophala kokubonelela ngeemarike kuqhubeka, umoya we-bullish womelele.
1. Ixabiso lemarike yexenonunyuke kakhulu
China yasekhaya eliphezulu-ucocekoxenonIinkampani ikakhulu zibonelela ngabathengi bexesha elide, kwaye uninzi lweenkampani eziphambili zemveliso zinokusasazwa okungapheliyo, kwaye abathengi bokuhambisa bafumana amaxabiso aphezulu.
Ukususela ekupheleni kukaNovemba ukuya kuthi ga ngoku, ixabiso lokuthengiselana kwimarike liye lanyuka malunga ne-13% kwisiqingatha senyanga. Okwangoku, i-inventory ye-channel jikelele kwimarike iphantsi, ukuthengwa kwe-terminal kuyasebenza, kwaye umoya we-bullish womelele.
2. Izinto ezininzi kwicala lobonelelo kunye nemfuno zixhasa imarike
Ukuqiniswa kwexenonunikezelo lwemarike kunye nokuthengwa kwempahla ezantsi okusebenzayo zezona zizathu zokunyuka ngokukhawuleza kwamaxabiso emarike.
Okokuqala, ukunyuka kwemeko e-Ukraine kuye kwabangela ulindelo lweemarike zokuqiniswa kokubonelela, kunye nomngciphekoxenonukuqiniswa kokubonelela kunye nokuthutha emva kokuthintelwa. Ngelo xesha, umjikelo omtsha wobhubhane uye wabangela ukukhathazeka kweemarike malunga nokuzinza kokunikezelwa kwempahla, okuye kwakhokelela ekunyuseni okukhulu kokuthengwa kweemarike.
Ukongeza, yasekhaya yaseTshayinaxenonunikezelo lwemarike lukwabonisa imeko yokuqina. Ichatshazelwa kakhulu yimigaqo-nkqubo efana nezithintelo zemveliso kwishishini lentsimbi kunye nezithintelo zamandla ezinxulumeneyo, ulwelo lwempahla ekrwada luthintelwe kakhulu, kunye nemveliso eyiyoxenonigesi yehliswe malunga ne-50% xa ithelekiswa neemeko eziqhelekileyo.
Ngokubhekiselele kwimfuno esezantsi, imfuno ye-aerospace ingaqhubeka ukunyuka, kwaye imfuno yemarike ye-semiconductor isaxhaswa kakhulu.
3. Imarike yexesha elifutshane isenokuba nayo indawo yokukhula
Ngaphantsi kolawulo olubini lokusetyenziswa kwamandla e-China ukuqala ekwindla ka-2021, ukuveliswa kwekrypton kunyexenoniya kuchaphazeleka kakhulu, kwaye utshintsho lomgaqo-nkqubo onxulumeneyo ngo-2022 luya kuba yimpembelelo ebalulekileyo. Ukongeza, kwicala lemfuno, ingaba inkqubo yokuvelisa i-semiconductor esezantsi iyatshintsha kwaye isixa-mali siya kuncitshiswa nazo zizinto ezibalulekileyo. Ukungalawuleki kwemfuno esezantsi, imingcipheko ye-geopolitical, kunye nophuhliso lweziganeko zempilo yoluntu jikelele zisa utshintsho olukhulu kwimarike. Ngokubanzi, eTshayinaxenonImarike kufuneka ibe nethemba ngononophelo ngo-2022.
Ixesha lokuposa: Dec-22-2021
