Kwimeko yomjikelo omtsha wenguqu kwezenzululwazi nobuchwepheshe kunye nokunyuka kobutyebi belizwe jikelele, unikezelo lwezakhono ezitsha luye lwancipha, ngelixa amabala asahlumayo ezantsi eqhubeka ngokwandiswa.Amacandelo anxulumeneyo afana nezixhobo ze-fluorine, iikhemikhali ze-phosphorus, i-aramid kunye namanye amashishini kulindeleke ukuba aqhubeke.Ikwanethemba lokukhula kwayo.
Ishishini lemichiza yeFluorine: Indawo yentengiso iyanda rhoqo
Ngo-2022, ukusebenza kweenkampani ezidweliswe yi-fluorochemical kwakuqaqambile.Ngokwezibalo ezingaphelelanga, kwiikota ezintathu zokuqala, inzuzo eseleyo yeenkampani ezingaphezu kwe-10 ezidweliswe yi-fluorochemical ziye zanda unyaka nonyaka, kwaye inzuzo yenkampani yezinye inyuke ngaphezu kwamaxesha ama-6 ngonyaka.Ukusuka kwifriji ukuya kwizinto ezintsha ze-fluoride, ukuya kwiibhetri ze-lithium zamandla amatsha, iimveliso zekhemikhali ze-fluoride ziye zandisa ngokuqhubekayo indawo yazo yentengiso kunye neenzuzo zabo zokusebenza ezizodwa.
I-Fluorite yeyona nto ibalulekileyo ngaphambili-isiphelo semathiriyeli ekrwada kwitsheyini yoshishino lwe-fluorochemical.I-hydrofluoric acid eyenziwe ngezinto ezikrwada sisiseko soshishino lwale mihla lwemichiza ye-fluorous.Njengombindi walo lonke ikhonkco leshishini le-fluorochemical, i-hydrofluoric acid yeyona nto isisiseko yokwenza iimveliso zemichiza yefluorine ephakathi kunye nesezantsi.Awona mashishini aphambili asezantsi kwawo aquka ifriji.
Ngokutsho kwe "Montreal Protocol", ngo-2024, ukuveliswa kunye nokusetyenziswa kwezizukulwana ezithathu zeefriji kwilizwe lam kuya kukhenkcela kwinqanaba lokuqala.I-Yangtze Securities Research Report ikholelwa ukuba emva kwe-scramble ye-quota ye-refrigerant yezizukulwana ezithathu, amashishini angabuyela kumgangatho wokubonelela ojolise ngakumbi kwimarike.I-quota yefriji yezizukulwana ezithathu ngo-2024 yayikhenkceke ngokusemthethweni, kwaye i-quota eyongezelekayo ye-refrigerant yesizukulwana sesibini ngo-2025 yancitshiswa nge-67.5%.Kulindeleke ukuba kuzise umsantsa wokubonelela nge-140,000 yeetoni / ngonyaka.Ngokwemfuno, ukuqina koshishino lwezindlu nomhlaba kusekho.Ngaphantsi kokulungelelaniswa kothintelo kunye nolawulo lobhubhane, amashishini afana nezixhobo zasekhaya zinokuchacha ngokuthe ngcembe.Kulindeleke ukuba izizukulwana ezithathu zefriji zilindeleke ukuba zibuye umva ukusuka ezantsi kwe-boom.
IZiko loPhando lweShishini laseTshayina liqikelela ukuba ngophuhliso olukhawulezayo lwamandla amatsha, izithuthi zamandla amatsha, i-semiconductors, i-electronics, kunye namashishini ezonyango, i-fluorine-containing intermediates, i-fluoride monomer ekhethekileyo, i-fluoride epholileyo, uhlobo olutsha lwe-fluorine-equlethe i-arhente yokucima umlilo, njl. Ukuphuhliswa kweentlobo ezintsha zeteknoloji ye-fluorine ene-fine chemical iye yaqhubeleka ukuba nzulu.Indawo yentengiso yala mashishini asezantsi ayandiswa ngokuqhubekayo, nto leyo eya kuthi izise iindawo ezintsha zokuhluma kushishino lwemichiza enefluorous.
I-China Galaxy Securities kunye ne-Guosen Securities ikholelwa ukuba izinto eziphezulu zeekhemikhali kulindeleke ukuba ziqhubeke nokunyusa izinga lendawo, ithemba malunga neeplati ze-fluorite ezifana ne-fluorite -refrigerant.
Ushishino lweekhemikhali zePhosphorus: Umda wokusetyenziswa komlambo osezantsi uyandiswa
Kwi-2022, echatshazelwa yi-supply-side structural reforms kunye nokusetyenziswa kwamandla "ulawulo olubini", amandla amatsha okuvelisa imveliso yeekhemikhali ze-phosphorus inomthamo olinganiselweyo wokuvelisa kunye namaxabiso aphezulu, ebeka isiseko sokusebenza kwicandelo lemichiza ye-phosphorus.
I-phosphate ore yimathiriyeli ekrwada esisiseko kwitsheyini leshishini lemichiza ye-phosphate.Umlambo osezantsi uquka isichumiso se-phosphate, i-phosphate-grade phosphate yokutya, i-lithium iron phosphate kunye nezinye iimveliso.Phakathi kwabo, i-lithium iron phosphate lolona didi luphumeleleyo kwikhonkco loshishino lwemichiza ye-phosphate yangoku.
Kuyaqondwa ukuba i-1 toni ye-iron phosphate iveliswa ngeetoni ezi-0.5 ~ 0.65, kunye ne-0.8 yeetoni ze-ammonium phosphate enye.Ukukhula ngesantya esiphezulu semfuno ye-lithium iron phosphate ecaleni kwetsheyini yoshishino ukuya kuthumelo lomlambo kuya konyusa imfuno ye-phosphate ore kummandla wamandla amatsha.Kwinkqubo yangempela yokuvelisa, i-1gWh ibhetri ye-lithium ye-iron phosphate idinga iitoni ezingama-2500 ze-lithium iron phosphate orthopedic materials, ezihambelana neetoni ze-1440 ze-phosphate (ukugoqa, oko kukuthi, i-P2O5 = 100%).Kuqikelelwa ukuba ngo-2025, imfuno ye-iron phosphate iya kufikelela kwi-1.914 yezigidi zeetoni, kwaye imfuno ehambelanayo ye-phosphate ore iya kuba yi-1.11 yezigidi zeetoni, ibalwa malunga ne-4.2% yemfuno epheleleyo ye-phosphate ore.
INgxelo yoPhando lweGuosen Securities ikholelwa ukuba izinto zamaqela ngamaqela ziya kukhuthaza ngokudibeneyo ukuchuma okuphezulu okuqhubekayo kwekhonkco loshishino lwemichiza ye-phosphorus.Ukususela kumbono wokunyuka, kumxholo wokunyuka kwinqanaba lokungena kwishishini kwixesha elizayo kunye noxinzelelo oluphezulu lokukhuselwa kwendalo, icala layo lokubonelela liya kuqhubeka liqina, kwaye iimpawu zokunqongophala kwezibonelelo zivelele.Amaxabiso ombane angaphaya kwamandla angaphandle anyukile ukukhuthaza ixabiso eliphezulu leekhemikhali ze-phosphorus phesheya, kwaye inzuzo yeendleko zamashishini asekhaya afanelekileyo ibonakala.Ukongeza, intlekele yehlabathi jikelele yokutya okuziinkozo kunye nomjikelo wokuchuma kwezolimo kuya kukhuthaza ukunyuka kwemfuno yesichumiso sephosphate;ukukhula okugqabhukileyo kweebhetri ze-iron phosphate kukwabonelela ngokunyuka okubalulekileyo kokunyuka kwemfuno ye-phosphate ore.
I-Capital Securities yathi ingcambu unobangela wokunyuka kwamaxabiso ezinto zehlabathi elitsha ngumjikelo wamandla emveliso, kubandakanywa nenkcitho yemali enganelanga kwiminyaka eyi-5-10 edlulileyo yemithombo yezimbiwa, kubandakanywa nokungabikho kwenkcitho eyinkunzi kwixesha elidlulileyo le-5-10. iminyaka, kwaye ukukhutshwa kwamandla amatsha kuya kuthatha ixesha elide.Uxinzelelo lonyaka lwe-phosphorus ore kunzima ukulinciphisa.
Izibambiso zomthombo ovulekileyo zikholelwa ukuba umzila omtsha wamandla uqhubekile ukuphumelela okuphezulu kwaye ube nethemba malunga nezixhobo eziphezulu ezifana neekhemikhali ze-phosphorus ixesha elide.
IsiAramid:Ukusungula ukuphumeza ishishini elongezelelweyo
Ngophuhliso olukhawulezayo lweshishini lolwazi, i-aramid iye yatsala umdla kakhulu kwimarike yemali.
Ifayibha yeAramid yenye yeentsinga ezintathu eziphezulu zokusebenza emhlabeni.Ibandakanyiwe kushishino lwesizwe olucwangcisiweyo olusahlumayo kwaye ikwasisisixhobo sobuchule esikwinqanaba eliphezulu lenkxaso yexesha elide yelizwe.Ngo-Epreli 2022, uMphathiswa wezoShishino kunye neTeknoloji yoLwazi kunye neKomishoni yoPhuhliso kunye noHlaziyo lweSizwe lucebise ngokudibeneyo ukuba kuyimfuneko ukuphucula umgangatho wokuvelisa i-fiber ephezulu kunye nokuxhasa ukusetyenziswa kwe-aramid kwindawo ephezulu.
I-aramid ineendlela ezimbini ezicwangcisiweyo ze-aramid kunye ne-medium, kunye ne-downstream engundoqo iquka amashishini e-fiber cable.Idatha ibonisa ukuba ngo-2021, ubungakanani bemarike ye-aramid yehlabathi yayiyi-US $ 3.9 yebhiliyoni, kwaye kulindeleke ukuba inyuke iye kwi-US $ 6.3 yebhiliyoni ngo-2026, kunye nezinga lokukhula lonyaka elihlangeneyo le-9.7%.
Kwiminyaka yakutshanje, ishishini laseTshayina le-fiber optical fiber likhule ngokukhawuleza kwaye liye latsiba kwindawo yokuqala emhlabeni.Ngokweenkcukacha-manani ezivela kwiSebe lezoShishino kunye neTekhnoloji yoLwazi, ubude bubonke bomgca wentambo yentambo yelizwe ngo-2021 yafikelela kwi-54.88 yezigidi zeekhilomitha, kwaye imfuno yeemveliso ze-aramid ephezulu yayisondele kwiitoni ezingama-4,000, apho i-90% isaxhomekeke kuyo. ezisuka kumazwe angaphandle.Ukusukela kwisiqingatha sokuqala sika-2022, ubude bebonke bomgca wentambo yentambo kazwelonke yafikelela kwi-57.91 yezigidi zeekhilomitha, ukwanda kwe-8.2% ngonyaka.
I-Yangtze Securities, i-Huaxin Securities, kunye ne-Guosen Securities ikholelwa ukuba ngokwemigaqo yesicelo, imigangatho yezixhobo zokuzikhusela phakathi kwe-aramid iya kuhamba ngokuthe ngcembe, kwaye imfuno ye-aramid kwintsimi yonxibelelwano lwe-optical kunye nerubha iya kuhlala yomelele. .Ukongeza, imfuno yentengiso ye-lithium -electrodermilida yokuthengisa imakethi ibanzi.Ngokukhawuleza kwezinye iindlela zasekhaya ze-aramid, izinga lokuhlala ekhaya kwixesha elizayo lilindeleke ukuba linyuke kakhulu, kwaye izitokhwe zecandelo elichaphazelekayo zifanelwe ingqalelo.
Ixesha lokuposa: Jan-10-2023