Nyob rau hauv cov ntsiab lus ntawm qhov kev hloov pauv tshiab ntawm kev tshawb fawb thiab thev naus laus zis thiab kev nce hauv ntiaj teb cov peev txheej hauv tebchaws, cov khoom muaj peev xwm tshiab tau poob qis, thaum cov dej ntws tawm tsis tu ncua tau nthuav dav.Muaj feem cuam tshuam xws li cov khoom siv fluorine, phosphorus chemicals, aramid thiab lwm yam kev lag luam yuav tsum tau mus ntxiv.Nws kuj yog qhov zoo ntawm nws txoj kev loj hlob zeem muag.
Kev lag luam tshuaj fluorine: Qhov chaw ua lag luam tau nthuav dav tas li
Hauv xyoo 2022, kev ua haujlwm ntawm fluorochemical cov tuam txhab teev npe tau ci ntsa iab.Raws li kev txheeb cais tsis tiav, nyob rau hauv thawj peb lub hlis twg, cov nyiaj tau los ntawm ntau tshaj 10 fluorochemical cov tuam txhab teev npe tau nce txhua xyoo -on -xyoo, thiab qee lub tuam txhab cov nyiaj tau los tau nce ntau dua 6 zaug hauv ib xyoos.Los ntawm cov tub yees mus rau cov khoom siv tshiab ntawm fluoride, mus rau lub zog tshiab lithium roj teeb, cov khoom siv tshuaj fluoride tau txuas ntxiv nthuav lawv qhov chaw lag luam nrog lawv cov txiaj ntsig zoo.
Fluorite yog qhov tseem ceeb tshaj plaws pem hauv ntej-kawg raw khoom rau fluorochemical kev lag luam saw.Lub hydrofluoric acid ua los ntawm raw cov ntaub ntawv yog lub hauv paus ntawm niaj hnub fluorous tshuaj kev lag luam.Raws li lub hauv paus ntawm tag nrho cov fluorochemical kev lag luam saw, hydrofluoric acid yog cov khoom siv raw rau kev ua cov khoom siv tshuaj fluorine hauv nruab nrab thiab qis.Cov kev lag luam tseem ceeb ntawm nws cov dej ntws qis suav nrog cov tub yees.
Raws li nws "Montreal Protocol", xyoo 2024, kev tsim khoom thiab siv peb tiam ntawm cov tub yees hauv kuv lub teb chaws yuav khov rau ntawm theem pib.Yangtze Securities Research Report ntseeg hais tias tom qab peb-tiam refrigerant quota scramble, cov lag luam yuav rov qab mus rau ib qho kev lag luam ntau-oriented mov qib.Cov quota ntawm peb-tiam tub yees nyob rau hauv 2024 tau raug kaw, thiab cov quota ntawm lub thib ob-tiam tub yees hauv 2025 tau txo los ntawm 67.5%.Nws cia siab tias yuav coj qhov sib txawv ntawm 140,000 tons / xyoo.Nyob rau hauv cov nqe lus ntawm kev thov, lub toughness ntawm kev lag luam vaj tse tseem muaj.Raws li kev ua kom zoo ntawm kev tiv thaiv kab mob sib kis, kev lag luam xws li cov khoom siv hauv tsev yuav maj mam rov zoo.Nws cia siab tias peb tiam ntawm cov tub yees yuav tsum thim rov qab los ntawm lub hauv qab ntawm lub boom.
Tuam Tshoj Kev Lag Luam Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm kwv yees tias nrog kev txhim kho sai ntawm lub zog tshiab, lub zog tshiab tsheb, semiconductors, electronics, thiab kev kho mob kev lag luam, fluorine -muaj intermediates, tshwj xeeb fluoride monomer, fluoride coolant, hom tshiab fluorine -muaj cov tshuaj tua hluav taws, thiab lwm yam. .Txoj kev loj hlob ntawm hom tshiab fluorine -muaj cov tshuaj zoo tshuaj siv tau txuas ntxiv mus.Qhov chaw lag luam ntawm cov kev lag luam hauv qab no txuas ntxiv nthuav dav, uas yuav coj cov ntsiab lus loj hlob tshiab rau kev lag luam tshuaj fluorous.
Tuam Tshoj Galaxy Securities thiab Guosen Securities ntseeg hais tias cov khoom siv tshuaj lom neeg siab-kawg yuav tsum tau nce ntxiv hauv cheeb tsam, zoo siab txog cov fluorite daim hlau xws li fluorite -refrigerant.
Phosphorus chemical kev lag luam: Scope ntawm downstream daim ntawv thov yog widened
Xyoo 2022, cuam tshuam los ntawm kev hloov pauv ntawm cov khoom siv hluav taws xob thiab kev siv hluav taws xob "dual tswj", lub peev xwm tshiab ntawm phosphorus chemical cov khoom tau txwv cov peev txheej thiab cov nqi siab, tso lub hauv paus kev ua haujlwm rau phosphorus chemical sector.
Phosphate ore yog cov khoom siv tseem ceeb rau phosphate chemical kev lag luam saw.Hauv qab no suav nrog phosphate chiv, zaub mov-qib phosphate, lithium hlau phosphate thiab lwm yam khoom.Ntawm lawv, lithium hlau phosphate yog cov khoom lag luam zoo tshaj plaws hauv kev lag luam tshuaj phosphate tam sim no.
Nws tau nkag siab tias txhua 1 tuj ntawm hlau phosphate yog tsim los ntawm 0.5 ~ 0.65 tons, thiab 0.8 tons ntawm ib ammonium phosphate.Kev loj hlob sai ntawm lithium hlau phosphate xav tau raws li cov saw hlau ua lag luam mus rau kev sib kis mus rau sab saud yuav ua rau qhov kev thov rau phosphate ore hauv thaj tsam ntawm lub zog tshiab.Hauv cov txheej txheem tsim khoom tiag tiag, 1gWh lithium hlau phosphate roj teeb yuav tsum 2500 tons ntawm lithium hlau phosphate orthopedic cov ntaub ntawv, sib xws rau 1440 tons ntawm phosphate (folding, uas yog, P2O5 = 100%).Nws tau kwv yees tias los ntawm 2025, qhov kev thov rau hlau phosphate yuav ncav cuag 1.914 lab tons, thiab qhov kev thov rau phosphate ore yuav yog 1.11 lab tons, suav txog kwv yees li 4.2% ntawm tag nrho cov kev thov rau phosphate ore.
Guosen Kev Tshawb Fawb Kev Tshawb Fawb Kev Tshawb Fawb ntseeg hais tias ntau lub koom haum yuav koom ua ke txhawb txoj kev vam meej ntawm kev lag luam tshuaj phosphorus.Los ntawm qhov kev xav ntawm cov dej ntws, nyob rau hauv cov ntsiab lus ntawm kev nce hauv qhov nkag ntawm kev lag luam yav tom ntej thiab kev kub siab ntawm kev tiv thaiv ib puag ncig, nws cov khoom siv yuav txuas ntxiv nruj, thiab cov khoom tsis txaus ntawm cov peev txheej tseem ceeb.Overlapping txawv teb chaws zog nqi tau nce los txhawb tus nqi siab ntawm phosphorus tshuaj txawv teb chaws, thiab tus nqi kom zoo dua ntawm cov lag luam hauv tsev tau tshwm sim.Tsis tas li ntawd, lub ntiaj teb no grain ntsoog thiab kev ua liaj ua teb kev vam meej lub voj voog yuav txhawb kev nce siab ntawm phosphate chiv;Kev loj hlob tawg ntawm hlau phosphate roj teeb kuj tseem muab qhov tseem ceeb nce ntxiv hauv kev thov rau phosphate ore.
Capital Securities tau hais tias lub hauv paus ua rau muaj kev hloov pauv tshiab ntawm cov peev txheej thoob ntiaj teb yog lub peev xwm ntawm kev tsim khoom, suav nrog kev siv peev nyiaj tsis txaus hauv 5-10 xyoo dhau los ntawm cov peev txheej ntxhia, suav nrog kev tsis muaj peev txheej dhau los 5-10. xyoo, thiab kev tso tawm ntawm lub peev xwm tshiab yuav siv sij hawm ntev.Qhov nro ntawm lub xyoo phosphorus ore mov yog qhov nyuaj rau alleviate.
Qhib qhov chaw ruaj ntseg ntseeg hais tias lub zog tshiab taug qab tau txuas ntxiv kev vam meej thiab tau pom zoo txog cov khoom siv sab saud xws li phosphorus tshuaj rau lub sijhawm ntev.
Aramid:Kev tsim kho tshiab kom ua tiav kev lag luam nce ntxiv
Nrog rau kev loj hlob sai ntawm cov ntaub ntawv kev lag luam, aramid tau nce kev nyiam los ntawm kev lag luam peev.
Aramid fibers yog ib qho ntawm peb cov fibers ua haujlwm siab hauv ntiaj teb.Nws suav nrog hauv kev lag luam tawm tswv yim hauv teb chaws thiab tseem yog cov khoom siv zoo tshaj plaws rau lub teb chaws txoj kev txhawb nqa mus ntev.Thaum lub Plaub Hlis 2022, Ministry of Industry thiab Information Technology thiab National Development thiab Reform Commission tau sib koom ua ke hais tias nws yuav tsum txhim kho cov qib siab-kev ua tau zoo fiber ntau thiab txhawb kev siv aramid nyob rau hauv high-end high-end teb.
Lub aramid muaj ob hom qauv ntawm aramid thiab nruab nrab, thiab cov dej ntws tseem ceeb suav nrog kev lag luam fiber ntau cable.Cov ntaub ntawv qhia tau hais tias nyob rau hauv 2021, lub ntiaj teb no aramid lag luam loj yog US $ 3.9 billion, thiab nws yuav tsum nce mus rau US $ 6.3 billion nyob rau hauv 2026, nrog ib tug compound txhua xyoo kev loj hlob ntawm 9.7%.
Nyob rau hauv xyoo tas los no, Tuam Tshoj txoj kev lag luam fiber ntau optical cable tau tsim sai heev thiab tau dhia hauv ntiaj teb thawj qhov chaw.Raws li kev txheeb cais los ntawm Ministry of Industry thiab Information Technology, tag nrho ntev ntawm lub teb chaws kho qhov muag cable kab nyob rau hauv 2021 mus txog 54.88 lab kilometers, thiab qhov kev thov rau high-profile aramid cov khoom yog ze rau 4,000 tons, ntawm uas 90% tseem cia siab rau. imports.Raws li thawj ib nrab ntawm 2022, tag nrho ntev ntawm lub teb chaws kho qhov muag cable kab mus txog 57.91 lab kilometers, nce 8.2% xyoo-rau-xyoo.
Yangtze Securities, Huaxin Securities, thiab Guosen Securities ntseeg hais tias nyob rau hauv cov nqe lus ntawm daim ntawv thov, cov qauv ntawm cov khoom siv tiv thaiv tus kheej nyob rau hauv nruab nrab ntawm lub aramid yuav maj mam nce mus, thiab qhov kev thov rau aramid nyob rau hauv lub tshav pob ntawm optical kev sib txuas lus thiab roj hmab yuav nyob twj ywm muaj zog. .Tsis tas li ntawd, kev lag luam thov rau lithium-electrodermilida txheej lag luam yog dav.Nrog rau acceleration ntawm domestic lwm yam ntawm lub aramid, theem ntawm domesticization nyob rau hauv lub neej yav tom ntej yuav tsum tau nce loj, thiab cov sectors uas muaj feem xyuam rau cov khoom lag luam tsim nyog yuav tsum tau saib xyuas.
Post lub sij hawm: Jan-10-2023