Unyaka wama-2023 ukhanqwanqwa. Njengomzi mveliso wentsika yoqoqosho lweSizwe, ishishini lekhemikhali linxibelelana nezixhobo ezahlukeneyo kunye namandla aphezulu, ngelixa ongezantsi ongezantsi ngokuthe ngqo kwiimfuno zemihla ngemihla ebantwini. Ngo-2023, ishishini lekhemikhali kufuneka lithathele ingqalelo zombini ukuguquguquka kwempahla kunye nokuguqula umkhondo, ke zeziphi iindawo eziya kuba yi-tuyere eqinileyo? Ukwenzela ukwanelisa abafundi i-petroleum kunye neendlela zotyalo-mali zekhemikhali zenkampani yezokhuseleko ezinje nge-Huaxin Security, i-Securies Securitus, iSejiang Serives Scurities ihlisiwe ngaphandle.
Inkomfa yezoqoqosho iphambili yoqoqosho ephambili icacisiwe ngokucacileyo ukuba iinzame zenziwe ukwandisa ibango lasekhaya, kwaye uhlengahlengiso lwakutsha nje lomgaqo-nkqubo wolawulo lwabathengi lwasekhaya. Phantsi kolindelo olubanzi, inani lezinto ezininzi ezikholelwa ukuba: ngo-2023, imfuno yeemveliso zeekhemikhali kulindeleke ukuba ihlawule ukukhula kwamandla, ukugcinwa kwamandla, i-semicondcuctor kunye neshishini lomkhosi lisekhona Gcina ishishini eliphezulu. Phakathi kwazo, izixhobo ze-semicondcuctor, izixhobo zefotovoltaic, izinto ze-lithium kwaye ke zifanele kuphela ukubanjwa kwabatyali.
Izixhobo ze-semicondcuctor: Thatha ithuba lokufaka endaweni yokukhawulezisa inkqubela phambili
Ngo-2022, ngenxa yemeko yoqoqosho lwehlabathi kunye nemveliso yokuchuma ukuguquguquka komjikelo kunye nefuthe eliphindaphindiweyo lobhubhani, wonke umzi-mveliso we-elektroniki wajongana noxinzelelo oluthile lokusebenza. Kodwa ngokubanzi, umzi-mveliso wase-China we-semicondcuctor usakhula.
Ingxelo yophando lwe-Guoxin ichaze ukuba inqanaba lokwenza indawo yezixhobo ze-semicondcuctor kwihlabathi lam laliyi-10% kuphela ngo-2021, kwaye yayihlelelekile ngokwenqanaba lobugebenga kunye nokhuphiswano. Nangona kunjalo, ekuhambeni kwexesha, ishishini elihlanganisiweyo lesekethe liza kuqalisa indlela yokuphucula izinto ezintsha. Kulindelwe ukuba izinto zasekhaya kunye nezixhobo zinokufumana izibonelelo kunye namathuba, kunye nomjikelo wokungena kwemvelaphi kulindeleke ukuba zinqamleze.
Kwiminyaka yakutshanje, imfuno yezicelo ze-semicondcuctor kunye neemarike zabathengi isondlo ngokuthe ngcembe. Ngo-2021, intengiso ye-semicondcuctor yehlabathi ifikelela kwi-555.9 yezigidigidi zeedola zaseMelika, ukonyuka kwe-US $ 45,5 ye-US $ 45,5 ngaphezulu kwe-2020; Kulindeleke ukuba uqhubeke ukukhula ngo-2022, kwaye intengiso ye-semiconductor iya kufikelela kwi-US $ 601.4 yezigidigidi. Zininzi iindidi zezixhobo ze-semiconductor, kunye nabathathu abathathu kwindawo yentengiso zizilicon zefu, igesi, kunye nokukhanya. In addition, the market share of polishing fluid and polishing pads, lithography adhesive reagents, lithography, wet chemicals, and sputtering targets is 7.2%, 6.9%, 6.1%, 4.0%, and 3.0%, respectively.
Ingxelo yophando lwe-Gungfa inkolelo ikholelwa ukuba ukunqunyulwa kwicandelo le-semiconductor (iikhemikhali ze-elektroniki) ngophando okanye ulwaphulo-mthetho oluqhelekileyo kunye nemodeli exhaphakileyo kunye nemodeli exhaphakileyo yeshishini lekhemikhali lokufuna utshintsho kwindibano yakutshanje. Ngelixa iinkampani zenguqu eziphumeleleyo zinokufumana amaxabiso aphezulu okuthengisa ngelixa ifumana ishishini elikhawulezayo, siye safumana i-waves yokukhula kabini. Kwi-wave yophuhliso olukhawulezileyo lweshishini le-semicondcuctor yasekhaya, iinkampani ezinxulumene noko nazo zikwathunyelwa kwithuba elihle lokufumana ukutshintshwa kwekhaya. Ezinye iinkampani ezinamandla aqinileyo r & D kunye namanqanaba abathengi abaphumeleleyo, kunye nenguqu ephumeleleyo inguqu kunye nokuphuculwa kulindeleke ukuba babelane ngophuhliso olukhawulezileyo lomzi mveliso we-semicondcuctor.
I-Ping uphando lweengxelo zokuba kukho izinto ezininzi ezifana ne "Mbaliiconjike" kunye nemijikelezo ye-macroeconomic, kunye nomzi-mveliso we-semicondcuctomic kulindeleke ukuba uphantsi ngo-2023.
Ingxelo yophando yaseNtshona yeNtshona yeNtshona yeseNtshona ikholelwa ukuba ukunyuka kolawulo lokuthumela kwelinye ilizwe kuya kukhawulezisa enye indlela ye-semicondcuctor. Zinethemba malunga nezinto ze-semicondcuctor, amacandelo kunye nezixhobo ezinxulumene ne-silicon carbide.
Izinto zefotovoltaic: Imakethi ye-bill -level-i-Poe ilinde ukuqhekeza
Ngowama-2022, phantsi konyuselo lwemigaqo-nkqubo yelizwe lam, inani lezinto ezintsha zokufakelwa kwishishini lefotovoltaic yasekhaya inyuke kakhulu, kwaye imfuno yeFotovoltaic Gitu ifilimu ye-GOO inyuke ifilimu.
I-Photovvoltaic Gitu Viefils Hilic Alt Izixhobo zahlulwe zangamacala amabini: i-ithoylene-icetate yoluntu (i-Eva) kunye nePolyoolefin Elastomer (Poe). I-EVA, njengeyona ndawo iphambili ye-pitstriam ye-Photovoltaic Gitu ifilimu, inomgangatho ophezulu wokungenisa, kwaye inendawo enkulu yokufakwa kwixesha elizayo. Kwangelo xesha, kulindeleke ukuba kulindelwe ukuba kufuneke imfuno ye-Eva kwicandelo leFotovoltaic Glouli kwilizwe lam kwi-2025 inokufikelela kwi-45.05%.
Enye into ephambili ye-prow ye-Prew inokusetyenziswa kwifotovoltaic, iimoto, iintambo, izixhobo zekhaya kunye namanye amasimi. Okwangoku, ipafile yepaki ye-photovtaic ye-GLUO ifilimu iyeyona ndawo inkulu ye-poe. Ngokwe "Imephu yeNdlela ye-phothivoltaic yoPhuculo lweNdlela (2021) Kwiminyaka yakutshanje, ngokunyuka okuqhubekayo kwimveliso yezinto zefoto entsha kwilizwe lam kunye ne-poe eqhubekayo ye-Poe kwifotovoltaic g lou, imfuno ye-Poe yasekhaya inyuke.
Nangona kunjalo, ngenxa yokuba inkqubo yemveliso ye-poe inezithintelo eziphakamileyo, okwangoku, iinkampani zalapha ekhaya azinawo amandla e-poe, kwaye konke ukusela i-poe kwilizwe lam kuxhomekeke kwinkcitho. Ukusukela ngo-2017, amashishini asekhaya aphuhlise ngokupheleleyo iimveliso ze-poe. I-Watuua Chemicamic, i-Oriental Shenghong, i-rongshes ye-rongshemical, i-cachellite chemistry kunye namanye amashishini abucala kulindeleke ukuba bafumane indawo ye-POE kwixesha elizayo.
Izixhobo zebhetri zeLithium: Ukuhanjiswa kwezinto ezine eziphambili kuye kwandiswa ngakumbi
Kwi-2022, i-China yamandla e-China e-China kunye nemakethi ye-lithium yebhetri yebhetri ihleli iphezulu, eqhuba ihafu yebhetri ye-lithium yokwanda kakhulu. Ngokwedatha ye-China ye-Automobile, ukusuka ngoJanuwari ukuya kuNovemba 2022, imveliso kunye nentengiso yezithuthi zamandla e-Fight igqibe i-6.253 yezigidi, kwaye isabelo sentengiso-kunye nesabelo sentengiso sifikelela kwi-25%.
IZiko loPhando lweShishini leTekhnoloji eliPhezulu (GGII) kulindeleke ukuba bathengise ngaphezulu kwe-6.7 yezigidi zeemoto zeZithuthi zasekhaya zasekhaya ngo-2022; Kulindelwe ukuba imakethi entsha ye-China ye-China iya kuba ngaphezulu kwe-9 yezigidi ngo-2023. Ngo-2022, i-In Githium yeThimbium ye-LINIU kulindeleke ukuba idlule kwi-100%, izinga lokukhula kwezinto zebhetri kulindeleke ukuba zidlule kwi-110%, kunye nenqanaba lokukhula Yezakhiwo ze-Lithium ye-Lithium yebhetri idlula i-150%. Ukukhula okukhulu kwe-Lithium zebhetri kuqhubele ezona zinto zine ziphambili zendlela elungileyo, engalunganga, idayaphrete, kunye nezinye izinto zebhetri ze-lithium njenge-lithium hexfluofluorophosphate kunye ne-capper foil ukuya kwidigri eyahlukeneyo.
Idatha ibonisa ukuba kwisiqingatha sokuqala se-2022, i-chibim le-inium ye-elektroniki ithunyelwe iitoni ezingama-770,000, ukunyuka konyaka -. Ukuthunyelwa kwezixhobo ezimbi ze-electrode yayiziitoni ezingama-540,000, ukunyuka konyaka-% -o--se; Iipesenti ezingama-55; Ukuthunyelwa kwe-electrolyte yayingamathoni angama-330,000, ukunyuka konyaka wama-63% -U--Ukusebenza. Kuzo zonke, ngo-2022, ukuthunyelwa kwezinto ezintathu ibhetri ye-lithium ezine e-Lichium eTshayina yahlala ithathe imeko yokukhula.
I-GGII iqikelela ukuba intengiso ye-Lithium yebhetri yasekhaya iya kudlula kwi-1TWh ngo-2023. Phakathi kwazo, ukugcinwa kwamandla ebhetri yebhetri. .
Nangona amaxabiso e-Lithium ore kunye ne-lithium ye-lithium iwele ngoDisemba 2022. Nangona kunjalo, emehlweni abarhwebi, kwaye oku kungenxa yesiphumo se-Offer, kunye "nendawo" yamaxabiso "amaxabiso eLithium engafikanga.
I-Huaxi Courtives ikholelwa ukuba ukuguquguquka kwexabiso le-lithium yityiwa yesiqhelo yexesha le-peak yeli shishini, hayi "inqaku le-inflecle". Shen Wanholongyuan Securies ikwakholelwa ukuba ngokukhutshwa kokuthengiswa kwezixhobo eziluhlaza okwenziwa kwi-2023, inyathelo lenzuzo ye-Lithium Chain iya kuqhubeka ukusuka phezulu. I-Zhejiang I-Courciortion ikholelwa ukuba uvumo oluvalekileyo lweLithium ngobutyebi obukhulu kunokufuneka kwisiqingatha sesibini se-2023.
IXESHA LOKUQALA: UJan-10 ukuya ku-923