Mumamiriro ezvinhu ekuchinja kwesainzi netekinoroji uye kukwira kwerudzi rwenyika, kuwanikwa kwesimba idzva kwaderera, nepo minda iri kubuda iri kuramba ichikura. Mativi ane chekuita nefluorine, makemikari ephosphorus, aramid nedzimwe indasitiri anotarisirwa kuramba achienderera mberi. Ine tariro zvakare nezveramangwana rayo rebudiriro.
Indasitiri yemakemikari yefluorine: Nzvimbo yemusika iri kuramba ichiwedzera
Muna 2022, mashandiro emakambani akanyorwa nezve fluorochemical aive akanaka. Zvichienderana nehuwandu husina kukwana, muzvikamu zvitatu zvekutanga, purofiti yemakambani anopfuura gumi akanyorwa nezve fluorochemical yakawedzera gore rose, uye purofiti yemamwe makambani yakawedzera kanopfuura katanhatu pagore. Kubva pafiriji kusvika kune zvinhu zvitsva zve fluoride, kusvika kumabhatiri matsva e energy lithium, zvigadzirwa zve fluoride chemical zvakaramba zvichiwedzera nzvimbo yazvo yemusika nemabasa azvo akasiyana.
Fluorite ndiyo inonyanya kukosha kune zvigadzirwa zve fluorochemical chain. Hydrofluoric acid yakagadzirwa nezvinhu zvakagadziriswa ndiyo hwaro hweindasitiri yemazuva ano ye fluorous chemical. Sechiri musimboti weketani yese ye fluorochemical indasitiri, hydrofluoric acid ndiyo inonyanya kushandiswa pakugadzira zvigadzirwa zve fluorine chemical zvepakati nepazasi. Maindasitiri makuru ekugadzira fluorine chemicals ari pasi anosanganisira refrigerant.
Sekureva kwe "Montreal Protocol", muna 2024, kugadzirwa nekushandiswa kwezvizvarwa zvitatu zvemafiriji munyika yangu kuchamira padanho rekutanga. Yangtze Securities Research Report inotenda kuti mushure mekusangana kwezvizvarwa zvitatu zvemafiriji, mabhizinesi anogona kudzokera padanho rekupa zvinhu rakatarisana nemusika. Chikamu chezvikamu zvitatu zvemafiriji muna 2024 chakamira zviri pamutemo, uye chikamu chechikamu chechikamu chechipiri chemafiriji muna 2025 chakaderedzwa ne67.5%. Zvinotarisirwa kuunza mukaha wekugovera we140,000 matani pagore. Panyaya yekudiwa, kuomarara kweindasitiri yezvivakwa kuchiripo. Pasi pekuvandudzwa kwekudzivirira nekudzora denda, maindasitiri akadai semidziyo yemumba anogona kupora zvishoma nezvishoma. Zvinotarisirwa kuti zvizvarwa zvitatu zvemafiriji zvinotarisirwa kudzokera shure kubva pasi pekukura.
China Business Industry Research Institute inofanotaura kuti nekukura nekukurumidza kwesimba idzva, mota itsva dzesimba, semiconductors, electronics, uye maindasitiri ekurapa, zvinhu zvine fluorine, special fluoride monomer, fluoride coolant, mhando itsva ye fluorine-containing fire extinguisher, nezvimwewo. Kukura kwemhando itsva dze fluorine-containing fine chemical technology kwakaramba kuchikura. Nzvimbo yemusika yemaindasitiri aya ari pasi iri kuramba ichiwedzerwa, izvo zvichaunza nzvimbo itsva dzekukura muindasitiri ye fluorine chemical.
China Galaxy Securities neGuosen Securities vanotenda kuti zvinhu zvemakemikari zvepamusoro-soro zvinotarisirwa kuramba zvichiwedzera huwandu hwenzvimbo, zvichiratidza kuti pane fluorite plates dzakadai sefluorite-refrigerant.
Indasitiri yemakemikari yephosphorus: Kuwanda kwekushandiswa kwayo kwakawedzerwa
Muna 2022, zvichikanganiswa nekuvandudzwa kwechimiro chemagetsi uye kushandiswa kwesimba "dual control", kugona kutsva kwekugadzira zvigadzirwa zvemakemikari ephosphorus kune kugona kushoma kwekugadzira uye mitengo yakakwira, zvichiisa hwaro hwekushanda kwechikamu chemakemikari ephosphorus.
Matombo ephosphate ndiwo anonyanya kushandiswa muindasitiri yemakemikari ephosphate. Pasi payo panosanganisira phosphate fertilizer, food-grade phosphate, lithium iron phosphate nezvimwe zvigadzirwa. Pakati pazvo, lithium iron phosphate ndiyo inonyanya kubudirira muindasitiri yemakemikari yephosphate iripo.
Zvinonzwisisika kuti tani imwe neimwe yesimbi phosphate inogadzirwa nematani 0.5 ~ 0.65, uye matani 0.8 eammonium phosphate imwe chete. Kukura nekukurumidza kwekudiwa kwe lithium iron phosphate pamwe chete neketani yeindasitiri kuenda ku upstream transmission kuchawedzera kudiwa kwe phosphate ore mumunda wesimba idzva. Mukugadzirwa chaiko, 1gWh lithium iron phosphate battery inoda matani 2500 e lithium iron phosphate orthopedic materials, anoenderana nematani 1440 e phosphate (kupeta, kureva, P2O5 = 100%). Zvinofungidzirwa kuti panosvika 2025, kudiwa kwesimbi phosphate kuchasvika matani 1.914 miriyoni, uye kudiwa kwakafanana kwe phosphate ore kuchave matani 1.11 miriyoni, zvichiita kuti pave ne4.2% yehuwandu hwese hwe phosphate ore.
Guosen Securities Research Report inotenda kuti zvinhu zvine mapato akawanda zvichabatsira pamwe chete kusimudzira budiriro yepamusoro yeindasitiri yemakemikari yephosphorus. Kubva pamaonero ekumusoro, maererano nekuwedzera kwechikamu chekupinda kweindasitiri mune ramangwana uye kumanikidzwa kwakanyanya kwekuchengetedzwa kwezvakatipoteredza, divi rayo rekupa richaramba richioma, uye kushomeka kwezviwanikwa kwakakurumbira. Mitengo yesimba rekunze yakwira zvakanyanya kukurudzira mutengo wakakwira wemakemikari ephosphorus kunze kwenyika, uye mukana wemitengo yemakambani akakodzera emuno waonekwa. Pamusoro pezvo, dambudziko rezviyo pasi rose uye kutenderera kwekubudirira kwekurima zvichasimudzira kudiwa kwakanyanya kwefetereza yephosphate; kukura kwakanyanya kwemabhatiri esimbi ephosphate kunoitawo kuwedzera kwakakosha kwekudiwa kwefosfeti ore.
Capital Securities yakati chikonzero chikuru chekukwira kwemitengo yezvinhu pasi rose inyaya yekukwira kwemitengo yezvinhu, kusanganisira kusashandiswa zvakanaka kwezvinhu zvemumaminerari mumakore mashanu kusvika gumi apfuura, kusanganisira kushomeka kwekushandiswa kwezvinhu zvemumaminerari mumakore mashanu kusvika gumi apfuura, uye kuburitswa kwesimba idzva rekugadzira zvinhu kunotora nguva yakareba. Kusagadzikana kwegore negore kwephosphorus ore kwakaoma kuderedza.
Makambani ekuchengetedza simba anotenda kuti nzira itsva yesimba yakaramba ichibudirira zvikuru uye yave netariro pamusoro pezvinhu zviri kumusoro zvakaita semakemikari ephosphorus kwenguva yakareba.
Aramid：Kugadzira zvinhu zvitsva kuti bhizinesi riwedzere kukura
Nekukura kuri kuita indasitiri yeruzivo nekukurumidza, aramid yave kukwezva vanhu vakawanda kubva kumusika wemari.
Aramid fiber ndeimwe yefiber nhatu dzinoshanda zvakanaka pasi rose. Inowanikwa muindasitiri yenyika iri kubudirira uye zvakare inyanzvi yepamusoro yekutsigira nyika kwenguva refu. Muna Kubvumbi 2022, Ministry of Industry and Information Technology pamwe neNational Development and Reform Commission vakapa zano rekuti zvakakosha kuvandudza huwandu hwefiber dzinoshanda zvakanaka uye kutsigira kushandiswa kwearamid mumunda wepamusoro-soro.
Aramid ine mhando mbiri dzakarongeka dzearamid nepakati, uye chikamu chikuru chinosanganisira maindasitiri efiber fiber cable. Data rinoratidza kuti muna 2021, saizi yemusika wearamid wepasi rose yaive US $ 3.9 bhiriyoni, uye inotarisirwa kuwedzera kusvika US $ 6.3 bhiriyoni muna 2026, nekukura kwegore negore kwe9.7%.
Mumakore achangopfuura, indasitiri yetambo dzemagetsi dzemagetsi muChina yakawedzera nekukurumidza uye yave kutanga pasi rose. Zvichienderana nenhamba kubva kuMinistry of Industry and Information Technology, hurefu hwetambo dzemagetsi dzemagetsi dzenyika muna 2021 hwakasvika makiromita mamiriyoni 54.88, uye kudiwa kwezvinhu zvemagetsi zvemhando yepamusoro zvearamid kwaive pedyo nematani zviuru zvina, ayo 90% achiri kuvimba nezvinotengeswa kunze kwenyika. Kubva muhafu yekutanga ya2022, hurefu hwetambo dzemagetsi dzemagetsi dzenyika hwakasvika makiromita mamiriyoni 57.91, kuwedzera kwe8.2% pagore.
Yangtze Securities, Huaxin Securities, neGuosen Securities vanotenda kuti maererano nekushandiswa, mwero wezvishandiso zvekuzvidzivirira uri pakati pearamid uchaenderera mberi zvishoma nezvishoma, uye kudiwa kwearamid mumunda wekutaurirana kwemaziso nerabha kucharamba kwakasimba. Pamusoro pezvo, kudiwa kwemusika we lithium-electrodermilida coating musika kwakafara. Nekukurumidza kwemamwe mashandisirwo emuno earamid, huwandu hwekushandiswa kwemuno mune ramangwana hunotarisirwa kuwedzera zvakanyanya, uye masheya akakodzera anofanirwa kutariswa.
Nguva yekutumira: Ndira-10-2023