Izintengo zemakethe ye-Xenon zikhuphuke futhi!

I-Xenoniyingxenye ebalulekile yezinhlelo zokusebenza ze-aerospace kanye ne-semiconductor, futhi intengo yemakethe iphinde yenyuka muva nje. ElaseShayinaxenonukunikezwa kuyehla, futhi imakethe iyasebenza. Njengoba ukuntuleka kokuhlinzekwa kwemakethe kuqhubeka, isimo se-bullish siqinile.

1. Intengo yemakethe yexenonikhuphuke kakhulu
Ukuhlanzeka okuphezulu kwasekhaya kwe-Chinaxenonizinkampani ikakhulukazi zihlinzeka ngamakhasimende esikhathi eside, futhi iningi lezinkampani eziyinhloko ezikhiqizayo zinokusabalalisa okungapheli, futhi amakhasimende okusabalalisa athola amanani aphezulu.
Kusukela ekupheleni kukaNovemba kuze kube manje, intengo yokuthengiselana emakethe ikhuphuke cishe ngo-13% ngesigamu senyanga. Njengamanje, i-inventory yeziteshi eziphelele emakethe iphansi, ukuthengwa kwe-terminal kuyasebenza, futhi umoya we-bullish uqinile.

2. Izinto eziningi ohlangothini lokunikezela kanye nesidingo zisekela imakethe
Ukuqina kwexenonukunikezwa kwemakethe kanye nokuthengwa kwempahla okusebenzayo phansi komfula yizona zizathu eziyinhloko zokwenyuka ngokushesha kwamanani emakethe.
Okokuqala, ukwanda kwesimo e-Ukraine kuphinde kwabangela ukulindela kwemakethe ekuqinisweni kokuhlinzekwa kwempahla, kanye nengozixenonukuqiniswa kokuhlinzeka nokuhamba ngemva kokuvinjelwa. Ngesikhathi esifanayo, umzuliswano omusha walolu bhubhane uphinde wabangela ukukhathazeka kwezimakethe mayelana nokuzinza kokuhlinzekwa kwezimpahla, okuholele ekwenyukeni okukhulu kokuthengwa kwezimakethe.
Ngaphezu kwalokho, ezifuywayo Chinaxenonukunikezwa kwemakethe nakho kukhombisa ukuqina kwesimo. Okuthintwa kakhulu izinqubomgomo ezifana nemikhawulo yokukhiqiza embonini yensimbi kanye nemikhawulo yamandla ehlobene, uketshezi lwempahla eluhlaza lukhawulelwe kakhulu, kanye nokukhiqizwa kwangempela kwexenonigesi yehliswe cishe ngo-50% uma iqhathaniswa nezimo ezijwayelekile.
Mayelana nesidingo esingezansi, isidingo se-aerospace singaqhubeka sikhula, futhi isidingo semakethe ye-semiconductor sisasekelwa ngokuqinile.

3. Imakethe yesikhashana kungenzeka isenayo indawo yokukhula
Ngaphansi kokulawulwa okubili kokusetshenziswa kwamandla eChina kusukela ekwindla ka-2021, ukukhiqizwa kwe-krypton kanyexenonizothinteka kakhulu, futhi izinguquko zenqubomgomo ezihlobene ngo-2022 nazo zizoba yisici esibalulekile esinomthelela. Ukwengeza, ohlangothini lwesidingo, noma ngabe inqubo yokukhiqiza i-semiconductor engezansi iyashintsha yini nokuthi inani lizoncishiswa nakho kuyizinto ezibalulekile. Ukungalawuleki kwesidingo esingaphansi komfula, ubungozi bezwe, kanye nokuthuthukiswa kwemicimbi yezempilo yomphakathi emhlabeni jikelele kulethe izinguquko ezinkulu emakethe. Sekukonke, eChinaxenonimakethe kufanele ibe nethemba ngokuqapha ngo-2022.