Mumamiriro ezvinhu ekutenderera kutsva kweshanduko yesainzi uye tekinoroji uye kusimuka kwepasi rose resourceism, kupihwa kwehunyanzvi hutsva kwadzikira, ukuwo minda iri kusimukira yepasi ichiramba ichiwedzerwa.Zvikamu zvine hukama senge fluorine zvinhu, phosphorus makemikari, aramid uye mamwe maindasitiri anotarisirwa kuenderera.Inotarisirawo tarisiro yebudiriro yayo.
Fluorine makemikari indasitiri: Nzvimbo yemusika iri kuramba ichiwedzera
Muna 2022, kuita kwemakambani akanyorwa efluorochemical kwaipenya.Maererano nenhamba dzisina kukwana, muzvikamu zvitatu zvekutanga, purofiti yemakambani anopfuura gumi e-fluorochemical akanyorwa akawedzera gore rose, uye mamwe makambani emari yakawedzera nekanopfuura ka6 gore negore.Kubva pafiriji kusvika kune itsva zvinhu zvefluoride, kune itsva simba lithium mabhatiri, fluoride kemikari zvigadzirwa zvakaramba zvichiwedzera nzvimbo yavo yemusika nemabhenefiti avo akasiyana ekuita.
Fluorite ndiyo inonyanya kukosha kumberi-yekupedzisira mbishi zvinhu zveiyo fluorochemical indasitiri ketani.Iyo hydrofluoric acid yakagadzirwa neyakagadzirwa zvinhu ndiyo hwaro hwemazuva ano fluorous makemikari indasitiri.Sezvo musimboti weiyo yese fluorochemical indasitiri cheni, hydrofluoric acid ndiyo yakakosha zvinhu zvekugadzira yepakati uye yakadzika fluorine makemikari zvigadzirwa.Maindasitiri makuru ekudzika kwayo anosanganisira refrigerant.
Maererano ne t iye "Montreal Protocol", muna 2024, kugadzirwa uye kushandiswa kwezvizvarwa zvitatu zvefiriji munyika yangu zvichatonhora padanho rekutanga.Iyo Yangtze Securities Research Report inotenda kuti mushure meiyo matatu-yechizvarwa refrigerant quota scramble, mabhizinesi anogona kudzokera kune yakawedzera musika-yakatarisana nedanho rekupa.Huwandu hwevatatu -chizvarwa chefiriji muna 2024 hwakaomeswa nechando, uye iyo yakawedzera chikamu chechipiri -chizvarwa chefiriji muna 2025 chakaderedzwa ne67.5%.Zvinotarisirwa kuunza gap rekupa 140,000 matani / gore.Panyaya yekuda, kuoma kweiyo real estate industry ichiripo.Pasi pekugadzirisa kwekudzivirira nekudzora denda, maindasitiri akadai semidziyo yemumba anogona kupora zvishoma nezvishoma.Zvinotarisirwa kuti zvizvarwa zvitatu zvefiriji zvinotarisirwa kudzoka kubva pasi pebhoom.
China Bhizinesi Indasitiri Research Institute inofanotaura kuti nekukurumidza kukura kwesimba idzva, mota nyowani dzesimba, semiconductors, zvemagetsi, uye maindasitiri ezvokurapa, fluorine-ine intermediates, yakakosha fluoride monomer, fluoride inotonhorera, mhando nyowani yefluorine-ine inodzima moto mumiriri, nezvimwe. . Kuvandudzwa kwemhando itsva dzefluorine-ine yakanaka makemikari teknolojia yakaramba ichidzika.Iyo nzvimbo yemusika yeaya maindasitiri epasi anoramba achiwedzerwa, izvo zvinounza hutsva hutsva hwekukura kune fluorous makemikari indasitiri.
China Galaxy Securities uye Guosen Securities vanotenda kuti yepamusoro-yekupedzisira makemikari zvinhu zvinotarisirwa kuramba zvichiwedzera chiyero chenzvimbo, tarisiro nezve fluorite mahwendefa akadai fluorite -refrigerant.
Phosphorus kemikari indasitiri: Iyo chiyero cheiyo pasi pemvura application inowedzerwa
Muna 2022, yakakanganiswa ne-supply-side structural reforms uye kushandiswa kwesimba "dual control", hutsva hutsva hwekugadzira phosphorus kemikari zvigadzirwa zvine hushoma hwekugadzira uye nemitengo yakakwira, ichiisa hwaro hwekuita kwechikamu chemakemikari ephosphorus.
Phosphate ore ndiyo yakakosha zviwanikwa zve phosphate kemikari indasitiri cheni.Iyo yakadzika inosanganisira phosphate fetiraiza, chikafu-giredhi phosphate, lithium iron phosphate uye zvimwe zvigadzirwa.Pakati pavo, lithium iron phosphate ndiyo yakabudirira chikamu mune yazvino phosphate kemikari indasitiri cheni.
Zvinonzwisisika kuti tani imwe neimwe yesimbi phosphate inogadzirwa ne 0.5 ~ 0.65 matani, uye 0.8 matani eimwe ammonium phosphate.Kukura-kukasira kukura kwelithium iron phosphate kudiwa pamwe neindasitiri ketani kusvika kumusoro kwekufambisa kutapurirana kuchawedzera kudiwa kwephosphate ore mumunda wesimba idzva.Muchiitiko chaicho chekugadzira, iyo 1gWh lithium iron phosphate bhatiri inoda 2500 matani e lithium iron phosphate orthopedic zvinhu, zvinoenderana ne1440 matani ephosphate (kupeta, kureva, P2O5 = 100%).Zvinofungidzirwa kuti panosvika 2025, kudiwa kwesimbi phosphate kuchasvika 1.914 miriyoni matani, uye inoenderana kudiwa kwephosphate ore ichave 1.11 miriyoni matani, inoverengera ingangoita 4.2% yehuwandu hwekudiwa kwephosphate ore.
Guosen Securities Research Report inotenda kuti zvinhu zvakawanda-mapato zvichakurudzira pamwe chete kuenderera mberi kwekubudirira kweiyo phosphorous indasitiri yemakemikari.Kubva pakuona kwekumusoro, mumamiriro ekuwedzera kwechikumbaridzo chekupinda kweindastiri mune ramangwana uye kudzvinyirirwa kwepamusoro kwekuchengetedzwa kwezvakatipoteredza, rutivi rwayo rwekupa rucharamba ruchiomesera, uye kushayikwa kwemaitiro ehupfumi kwakakurumbira.Kuwedzeredza kwemitengo yesimba rekunze kwakakwira kusimudzira mutengo wakakwira wemakemikari ephosphorous kunze kwenyika, uye mukana wemutengo wemabhizinesi epamba akabuda.Pamusoro pezvo, dambudziko repasi rose rezviyo uye kutenderera kwebudiriro yekurima kuchasimudzira kudiwa kwepamusoro kwefosfatiya;kukura kunoputika kwesimbi phosphate mabhatiri zvakare kunopa kwakakosha kuwedzera kwekuwedzera kwekudiwa kwephosphate ore.
Capital Securities yakataura kuti chikonzero chekutenderera kutsva kwepasirese inflation ndeyekutenderera kwekugadzirwa, kusanganisira kusakwana kwemari yekushandisa mumakore 5-10 apfuura ezvicherwa, kusanganisira kushomeka kwekushandisa mari munguva yakapfuura 5-10. makore, uye kuburitswa kwesimba idzva kunotora nguva yakareba.Kunetsana kwegore kwe phosphorus ore kunonetsa kudzikisa.
Open source securities vanotenda kuti iyo nyowani yesimba track yakaramba ichibudirira zvakanyanya uye yanga ine tarisiro pamusoro pezvinhu zvekumusoro senge phosphorus makemikari kwenguva yakareba.
Aramid:Innovation kuti uwane bhizinesi rinowedzera
Nekukurumidza kusimudzira kweindasitiri yeruzivo, aramid yakawedzera kukwezva kutarisa kubva kumusika mukuru.
Aramid faibha imwe yematatu epamusoro-kushanda mafibisi munyika.Iyo inosanganisirwa muindasitiri yenyika ichiri kusimukira uye zvakare inyanzvi yepamusoro-soro yekutsigira nyika kwenguva refu.Muna Kubvumbi 2022, Bazi reIndasitiri neRuzivo rweTekinoroji neNational Development and Reform Commission vakabatana vakakurudzira kuti zvakakosha kuvandudza mwero wepamusoro-kuita fiber kugadzirwa uye kutsigira kushandiswa kwearamid munzvimbo yepamusoro-yekupedzisira.
Iyo aramid ine maviri akarongeka mafomu eiyo aramid uye yepakati, uye iyo huru yakadzika pasi inosanganisira iyo fiber fiber tambo maindasitiri.Dhata inoratidza kuti muna 2021, saizi yemusika wepasi rose aramid yaive US $ 3.9 bhiriyoni, uye inotarisirwa kuwedzera kusvika kuUS $ 6.3 bhiriyoni muna 2026, nekukura kwepagore kwekukura kwe9.7%.
Mumakore achangopfuura, China yeOptical fiber cable indasitiri yakasimukira nekukurumidza uye yakasvetuka munzvimbo yekutanga pasirese.Zvinoenderana nenhamba kubva kubazi reIndasitiri neRuzivo rweTekinoroji, hurefu hwakazara hwetambo yenyika muna 2021 yakasvika makiromita 54.88 miriyoni, uye kudiwa kwezvigadzirwa zvepamusoro-soro zvearamid zvaive pedyo ne4,000 matani, ayo 90% achiri kuvimba. imports.Kubva pahafu yekutanga ya2022, hurefu hwese hweyenyika optical cable line yakasvika 57.91 miriyoni makiromita, kuwedzera kwe8.2% gore-pa-gore.
Yangtze Securities, Huaxin Securities, uye Guosen Securities vanotenda kuti maererano nekushandiswa, zviyero zvezvidziviriro zvemukati zviri pakati pearamid zvichafambira mberi zvishoma nezvishoma, uye kudiwa kwearamid mundima yekukurukurirana kwemaziso uye rabha icharamba yakasimba. .Pamusoro pezvo, kudiwa kwemusika welithium -electrodermilida coating musika wakafara.Nekukwidziridzwa kwedzimwe nzira dzepamba dzearamid, nhanho yekumisikidzwa mune ramangwana inotarisirwa kuwedzera zvakanyanya, uye akakodzera chikamu chemasheya akakodzera kutariswa.
Nguva yekutumira: Jan-10-2023