Lub xyoo 2023 nkag rau hauv. Nrog kev ua kom zoo ntawm kev tiv thaiv kab mob thiab tswj cov cai, lub zog tshawb fawb kev loj hlob xyoo GDP yuav rov loj hlob xyoo no. Raws li ib tug ncej kev lag luam ntawm kev lag luam hauv tebchaws, kev lag luam tshuaj lom neeg thiab lub zog ntws los cuam tshuam nrog cov neeg txhua yam ntawm cov neeg. Xyoo 2023, kev lag luam tshuaj yuav tsum xav txog ob qho khoom siv tshiab hloov thiab taug qab hloov chaw, yog li thaj chaw twg yuav dhau los ua cov peev muaj zog tshaj plaws? Txhawm rau kom txaus siab nyeem, cov roj av roj carrroum
Cov kev sib tham hauv lub rooj sab laj txog kev ua haujlwm hauv lub rooj sib tham tau hais tias yuav tsum tau ua kom nrawm dua ntawm kev ua lag luam hauv tsev. Nyob rau hauv cov kev cia siab, ntau tus brokerages ntseeg tias: hauv 2023, qhov kev thov kom zoo dua qub, hluav taws xob cia, kev lag luam ntawm tub rog tseem tswj txoj kev lag luam siab. Ntawm lawv, semiconductor cov ntaub ntawv, cov ntaub ntawv photovoltic, cov ntaub ntawv lithium thiab yog li ntawd yog tsim nyog tshwj xeeb ntawm cov neeg ua lag luam.
Cov Ntaub Ntawv Semiconductor: Coj kom zoo dua ntawm kev hloov pauv hauv tsev kom nrawm nroos
Xyoo 2022, vim yog lub ntiaj teb kev lag luam ib puag ncig thiab kev ua lag luam rov qab ua dua tshiab, tag nrho cov kev lag luam hluav taws xob tag nrho ntsib qee yam kev ua haujlwm siab. Tab sis feem ntau, Tuam Tshoj cov kev lag luam sliciconduct | yog tseem loj hlob.
Guoxin Kev Tshawb Xyuas Kev Tshawb Fawb Txog Kev Tshawb Fawb Cov Ntaub Ntawv Hauv Kuv lub teb chaws tsuas yog kwv yees li ntawm qeb kev nplua nuj thiab kev sib tw. Txawm li cas los xij, nyob rau hauv lub sijhawm ntev, kuv lub teb chaws txoj kev sib koom ua ke kev lag luam yuav pib ntawm txoj kev ntawm kev ywj pheej tshiab. Nws pom zoo tias cov ntaub ntawv hauv tsev thiab khoom siv tuaj yeem tau txais ntau yam khoom siv thiab cov sijhawm, thiab lwm txoj kev hloov pauv hauv tsev yuav tsum tau ua kom luv.
Nyob rau hauv xyoo tsis ntev los no, qhov kev thov rau semiconductor cov ntawv thov thiab cov neeg siv khoom lag luam tau nce ruaj khov. Xyoo 2021, muag thoob ntiaj teb semiconductor tau txog 555.9 billion US las, nce ntawm Asmeskas $ 45.5 billion tshaj 2020; Nws yuav tsum tau loj hlob ntxiv hauv 2022, thiab semiconductor muag yuav ncav cuag peb $ 601.4 billion. Muaj ntau hom semiconductor, thiab peb sab saum toj no hauv kev ua lag luam faib tawm yog silicon wafers, gases, thiab lub teeb moulding. Tsis tas li ntawd, kev sib koom ua lag luam polishing ntawm cov nqaij polishing thiab polishing nplaum, thiab xaij vab tshaus, 6.9%, 6.1%, feem ntau.
Cov ntawv qhia kev nyab xeeb Guangfa Kev Tshawb Fawb Kev Tshawb Fawb Txog Qhov Kev Tshawb Fawb thiab Kev Txhim Kho Cov Khoom Siv Hluav Taws Xob Thaum lub hom phiaj hloov pauv tau zoo tuaj yeem tau txais kev lag luam ntau dua thaum nce qib nrawm dua, peb tau siv nyob rau hauv ib nthwv dej ntawm dual kev loj hlob. Nyob rau hauv nthwv dej ntawm kev loj hlob sai ntawm cov domestic sandiconductor kev lag luam, ntsig txog cov tuam txhab uas siv tau hloov pauv hauv tsev. Qee cov tuam txhab uas muaj zog R & D lub zog thiab cov neeg siv khoom tiav, thiab kev hloov kho tau zoo yuav tsum qhia cov kev loj hlob sai ntawm cov kev lag luam semiconduct.
Ping ib qho kev tshawb fawb kev nyab xeeb uas muaj ntau yam xws li "kev voj voog
Cov kev tshawb fawb sab hnub poob kev tshawb fawb ntseeg tau tias qhov nce ntxiv nyob rau hauv peb kev tswj hwm kev xa mus ua kom nrawm dua cov ntaub ntawv semiconductor. Lawv muaj kev zoo txog cov ntaub ntawv semiconductor, Cheebtsam thiab cov khoom siv ntsig txog, thiab cov khoom lag luam carbide.
Cov khoom siv photovoltaic: kaum billion -level poe kev ua lag luam yog tos so
Xyoo 2022, nyob rau hauv kev tshaj tawm ntawm kuv lub teb chaws txoj cai, pes tsawg qhov kev lag luam tshiab nyob hauv photovoltaic, thiab qhov kev thov rau photovoltaic nplaum yeeb yaj kiab kuj tseem nce.
Photovoltaic nplaum dawb cov ntaub ntawv raw ua ob hom: ethylene -ethyl acetate Community (EVA) thiab polyolefin elastomer (POE). Eva, raws li tam sim no tseem ceeb cov khoom ntawm photovoltaic nplaum zaj duab xis, muaj qib siab ntawm cov chaw nyob ntshuam cov chaw nyob, thiab muaj qhov chaw loj rau hauv nroog. Nyob rau tib lub sijhawm, nws yog cia siab tias qhov kev thov rau EVA hauv teb ntawm photovoltaic nplaum zaj duab xis hauv kuv lub teb chaws hauv 2025 tuaj yeem ncav cuag li 45.05%.
Lwm cov txheej txheem raw tshuaj poe yuav siv rau photovoltaic, tsheb, cable, ua npuas ncauj, cov khoom siv hauv tsev thiab lwm thaj chaw. Tam sim no, photovoltaic ntim kua nplaum kua nplaum tau dhau los ua qhov chaw ua haujlwm loj tshaj plaws ntawm PoE. Raws li "Tuam Tshoj photovoltaic kev lag luam kev tsim kho txoj kev tsheb ntawm kev ua lag luam hauv tsev Nyob rau hauv xyoo tsis ntev los no, nrog kev nce nroo hauv cov zis ntawm cov photovoltaic hauv kuv lub teb chaws thiab kev nkag mus txuas ntxiv ntawm photuavoltaic nplaum zas xis, kev xav tau hauv tsev muaj zog tau nce.
Txawm li cas los xij, vim tias POE cov txheej txheem ntau lawm, tam sim no, cov tuam txhab hauv tsev tsis muaj lub peev xwm ntawm kuv lub teb chaws tso siab rau kev txawv teb chaws. Txij li xyoo 2017, cov khoom lag luam hauv tsev muaj cov khoom lag luam poe ua tiav. WANHUA tshuaj, orealal shenghong, rongsheng petrochemical, satellite chemischemical, satellite chemischemical thiab lwm yam kev lag luam ntiav yuav tsum tau hloov pauv hauv tsev ntawm lub neej yav tom ntej.
Lithium Cov Khoom Siv Hluav Taws Xob: Cov khoom xa tuaj ntawm plaub cov ntaub ntawv tseem ceeb tau nce ntxiv
Xyoo 2022, Tuam Tshoj lub tsheb hluav taws xob tshiab thiab Lithium roj teeb khoom khaws cia siab, tsav nkoj ntawm cov khoom lag luam roj teeb lithium kom nce. Raws li Tuam Koom Haum Lag Luam Tebchaws Suav Teb Tsheb
Kev Tshawb Fawb Kev Lag Luam High-Tech (GGII) yuav tsum muag ntau tshaj 6.7 lab lub tsheb muag khoom tshiab hauv 2022; Nws cia siab tias: Lub tsheb ua lag luam tshiab tshiab tau tshaj li ntawm 9 lab xyoo 2023, Tuam Tshoj lub Lithium roj teeb xa khoom yuav tau tshaj 110%, thiab tus nqi loj hlob ntawm lub zog cia lithium roj teeb xa khoom tshaj 150%. Qhov tseem ceeb ntawm cov roj teeb roj ntsha roj teeb tau tsav plaub cov ntaub ntawv tseem ceeb, thiab lwm yam roj teeb roj teeb xws li Lithium Hexflphate thiab tooj liab ntawv rau cov degrees sib txawv.
Cov ntaub ntawv qhia tias nyob rau hauv thawj ib nrab ntawm 2022, Tuam Tshoj Lithium hluav taws xob cov khoom xa 770,000 Tons, nce ntxiv ntawm 62% Xyoo -D -on -Year; Cov zaub mov xa tuaj ntawm cov ntaub ntawv tsis zoo rau hluav taws xob yog 540,000 tons, nce ntxiv ntawm 68% xyoo -on -Year; 55%; Kev xa tawm electrolyte tau 330,000 tons, nce 63% xyoo -on -year. Ntawm tag nrho, hauv 2022, cov kev xa tawm tag nrho ntawm plaub lub roj teeb lithomium loj hauv Suav teb tseem nyob qhov kev loj hlob.
GGII kwv yees hais tias kev lag luam lithium roj teeb lithium ntau tshaj 100GH hauv 202GW, thiab lub zog khaws cia roj teeb ntawm plaub lub roj teeb hluav taws xob tag nrho kom nce ntxiv Cov.
Txawm hais tias cov nqi ntawm lithium ore thiab lithium ntsev poob rau lub Kaum Ob Hlis 2022. Txawm li cas los xij, qhov no yog vim "tus nqi lithium" ntawm cov nqi lithium "tsis tau tuaj txog.
HUAXI kev nyab xeeb ntseeg cov kev hloov ntawm tus nqi ntawm Lithium ntsev yog qhov qub kev hloov pauv ntawm lub caij nyoog ntawm kev lag luam, tsis yog "tus mob". Shen Wanhongyuan Kev Nyab Xeeb kuj tseem ntseeg txog kev tso cov roj teeb ntau ntxiv hauv 2023, cov qauv ntawm cov txiaj ntsig roj teeb lithium roj av yuav txuas ntxiv mus rau sab saum toj. Zhejiang ua lag luam kev nyab xeeb ntseeg cov kev nyab xeeb hais tias lub marginal contression ntawm lithium cov peev txheej yog ntau dua li yuav tsum tau nyob rau hauv ib nrab ntawm 2023.
Lub Sijhawm Post: Jan-10-2023