IsixubhoIngxenye ebaluleke kakhulu ye-Aerospace ne-semiconductor application, futhi intengo yemakethe ivukile futhi muva nje. ChinaisixubhoUkuhlinzekwa kuyancipha, futhi imakethe iyasebenza. Njengoba ukushoda kokuphakela kwamamakethe kuyaqhubeka, isimo se-bullish siqinile.
1. Intengo yemakethe yeisixubhoUkhuphuke kakhulu
Ubumsulwa obusekhaya baseChinaisixubhoIzinkampani ikakhulukazi zinikeza amakhasimende wesikhathi eside, futhi iningi lezinkampani eziphambili zokukhiqiza linokusatshalaliswa okungenamkhawulo, futhi amakhasimende okusatshalaliswa athola amanani aphezulu.
Kusukela emaphethelweni kaNovemba Kuya manje, intengo yokuthenga kwemakethe ikhuphuke cishe nge-13% ngesigamu senyanga. Njengamanje, ukusungulwa kwesiteshi okuphelele emakethe kuphansi, ukuthengwa kwamagama kuyasebenza, futhi isimo se-bullish siqinile.
2. Izici eziningi ekuhlinzekweni kanye nokufunwa kolunye uhlangothi ukusekela imakethe
Ukuqiniswa kweisixubhoUkuhlinzekwa kwemakethe kanye nokuthengwa kwe-townstream okusebenzayo yizizathu eziphambili zokwanda okusheshayo kwamanani emakethe.
Okokuqala, ukwanda kwalesi simo e-Ukraine kuye kwadala okulindelwe kwemakethe kokuqinisekiswa kokuqinisekiswa, kanye nengozi yeisixubhohlinzeka ngokuqina nokuhamba ngemuva kokuvinjelwa. Ngasikhathi sinye, umjikelezo omusha wobhubhane usuvele udale ukukhathazeka kwemakethe ngokuqina kwezimpahla, okuholele ekunyusweni okukhulu kokuthengwa kwemakethe.
Ngaphezu kwalokho, ezifuywayo zaseChinaisixubhoUkuhlinzekwa kwemakethe kukhombisa nesimo esiqinisekisayo. Okuthinteke kakhulu yizinqubomgomo ezinjengemikhawulo yokukhiqiza embonini yensimbi kanye nemikhawulo yamandla ehlobene, uketshezi olungavuthiwe luvinjelwe kakhulu, kanye nokukhiqizwa kwangempela kweisixubhoigesi yehliswe cishe ngo-50% uma iqhathaniswa nezimo ezijwayelekile.
Ngokwesidingo esiphansi, ukufunwa kwe-aerospace kungaqhubeka ukukhuphuka, futhi ukufunwa kwemakethe ye-semiconductor kusasekelwa kakhulu.
I-3. Imakethe yesikhathi esifushane ingase ibe nethuba lokukhula
Ngaphansi kokulawulwa okubili kokusetshenziswa kwamandla eChina kuqala ekwindla ka-2021, ukukhiqizwa kweKrypton kanyeisixubhoKuzothinteka kakhulu, futhi kuguqulwe inqubomgomo yenqubomgomo ngo-2022 nayo izoba yinto ebalulekile yokuthonya. Ngaphezu kwalokho, ohlangothini olufunwayo, noma ngabe inqubo yokukhiqiza ye-semiconductor ye-semiconductor iyashintsha nokuthi ngabe inani lizoncishiswa liyizici ezibalulekile. Ukungaguquguquki kwesidingo esiphansi, ubungozi bendawo, kanye nokuthuthukiswa kwemicimbi yezempilo yomphakathi yomphakathi kuletha izinguquko ezinkulu emakethe. Kukonke, kweChinaisixubhoImakethe kufanele ibe nethemba ngokucophelela ngo-2022.
Isikhathi Sokuthumela: Dec-22-2021
