Pankhani ya kusintha kwatsopano kwa sayansi ndi ukadaulo komanso kukwera kwa dziko lazachuma padziko lonse lapansi, kuchuluka kwa mphamvu zatsopano kwachepa, pomwe madera omwe akutsika akukulirakulirabe. Magawo ogwirizana monga zida za fluorine, mankhwala a phosphorous, aramid ndi mafakitale ena akuyembekezeka kupitiliza. Ilinso ndi chiyembekezo pazachitukuko zake.
Makampani opanga mankhwala a Fluorine: Malo amsika akukulirakulira nthawi zonse
Mu 2022, magwiridwe antchito amakampani omwe adalembedwa ndi fluorochemical anali owala. Malinga ndi ziwerengero zosakwanira, m'magawo atatu oyambirira, phindu lonse la makampani oposa 10 a fluorochemical omwe adatchulidwa anawonjezeka chaka chonse, ndipo phindu lamakampani linawonjezeka ndi nthawi zoposa 6 pachaka. Kuchokera mufiriji kupita kuzinthu zatsopano za fluoride, mpaka mabatire atsopano a lithiamu, mankhwala a fluoride apitiliza kukulitsa malo awo amsika ndi zabwino zake zapadera.
Fluorite ndiye chinthu chofunikira kwambiri chakutsogolo -kumapeto kwa zida zamakina a fluorochemical. Hydrofluoric acid yopangidwa ndi zopangira ndiye maziko amakampani amakono a fluorous chemical. Monga pachimake pamakampani onse amtundu wa fluorochemical, hydrofluoric acid ndiye maziko opangira mankhwala a fluorine apakatikati ndi pansi. Mafakitale akuluakulu akumunsi kwake amaphatikizapo refrigerant.
Malinga ndi t iye "Montreal Protocol", mu 2024, kupanga ndi kugwiritsa ntchito mibadwo itatu ya mafiriji m'dziko langa zidzazizira pamlingo woyambira. Lipoti la Yangtze Securities Research Report likukhulupirira kuti pambuyo pa chipwirikiti cha mibadwo itatu ya refrigerant quota, mabizinesi atha kubwereranso pamlingo wotengera msika. Chiwerengero cha firiji ya mibadwo itatu mu 2024 idawumitsidwa mwalamulo, ndipo kuchuluka kwa firiji ya m'badwo wachiwiri mu 2025 kudachepetsedwa ndi 67.5%. Akuyembekezeka kubweretsa kusiyana kwa matani 140,000 / chaka. Ponena za kufunikira, kulimba kwa malonda ogulitsa nyumba kudakalipo. Pansi pa kukhathamiritsa kwa kupewa ndi kuwongolera mliri, mafakitale monga zida zapakhomo zitha kuchira pang'onopang'ono. Zikuyembekezeka kuti mibadwo itatu ya firiji ikuyembekezeka kubwerera kumbuyo kuchokera pansi pa boom.
China Business Industry Research Institute analosera kuti ndi kukula mofulumira kwa mphamvu zatsopano, magalimoto mphamvu zatsopano, semiconductors, zamagetsi, ndi mafakitale zachipatala, fluorine munali intermediates, wapadera fluoride monoma, fluoride coolant, mtundu watsopano wa fluorine -muna moto wozimitsa wothandizila, etc. Kukula kwa mitundu yatsopano ya fluorine -ali ndi teknoloji yakuya yamankhwala. Malo amsika amakampani akumunsiwa akukulitsidwa mosalekeza, zomwe zibweretsa kukula kwamakampani opanga mankhwala a fluorous.
China Galaxy Securities ndi Guosen Securities amakhulupirira kuti zipangizo zamakono zamakono zikuyembekezeka kupitiriza kuonjezera chiwerengero cha malo, ndi chiyembekezo cha mbale za fluorite monga fluorite -refrigerant.
Makampani opanga mankhwala a Phosphorus: Kuchuluka kwa ntchito kumunsi kwa mtsinje ndikokulirakulira
Mu 2022, akhudzidwa ndi kotunga-mbali structural kusintha ndi kugwiritsa ntchito mphamvu "kulamulira wapawiri", mphamvu yatsopano yopanga mankhwala phosphorous mankhwala ali ndi mphamvu zochepa kupanga ndi mitengo mkulu, kuyala maziko ntchito kwa phosphorous gawo mankhwala.
Phosphate ore ndiye chinthu chofunikira kwambiri pamakampani opanga mankhwala a phosphate. Kutsikira kwa mtsinje kumaphatikizapo feteleza wa mankwala, phosphate chakudya, lithiamu iron phosphate ndi zinthu zina. Mwa iwo, lithiamu iron phosphate ndiye gulu lotukuka kwambiri pamakina amakono a phosphate Chemical.
Zimamveka kuti tani imodzi iliyonse ya iron phosphate imapangidwa ndi matani 0.5 ~ 0.65, ndi matani 0.8 a ammonium phosphate imodzi. Kukula kwakukulu kwa kufunikira kwa lithiamu iron phosphate motsatira unyolo wamafakitale kupita kumtunda kumtunda kudzakulitsa kufunikira kwa phosphate ore m'munda wa mphamvu zatsopano. Mu ndondomeko yeniyeni kupanga, 1gWh lithiamu chitsulo mankwala batire amafuna 2500 matani lithiamu chitsulo mankwala zipangizo mafupa, lolingana 1440 matani mankwala (kupinda, ndiko, P2O5 = 100%). Akuti pofika chaka cha 2025, kufunikira kwa iron phosphate kudzafika matani 1.914 miliyoni, ndipo kufunikira kofananira kwa phosphate ore kudzakhala matani 1.11 miliyoni, kuwerengera pafupifupi 4.2% ya kufunikira kwa phosphate ore.
Guosen Securities Research Report ikukhulupirira kuti zinthu zamagulu ambiri zidzalimbikitsa kutukuka kosalekeza kwamakampani opanga mankhwala a phosphorous. Kuchokera pakuwona kumtunda kwamtunda, pokhudzana ndi kuwonjezeka kwa malo olowera malonda m'tsogolomu komanso kupanikizika kwakukulu kwa chitetezo cha chilengedwe, gawo lake lothandizira lidzapitirizabe kumangirira, ndipo zizindikiro za kusowa kwazinthu ndizodziwika bwino. Mitengo yowonjezera mphamvu yakunja yakwera kuti ilimbikitse kukwera mtengo kwa mankhwala a phosphorous kunja, ndipo mtengo wamtengo wapatali wamabizinesi apanyumba ofunikira wawonekera. Kuphatikiza apo, vuto la tirigu padziko lonse lapansi komanso kutukuka kwaulimi kudzalimbikitsa kufunikira kwa feteleza wa phosphate; kuphulika kwa mabatire a iron phosphate kumaperekanso kufunikira kowonjezereka kwa kufunikira kwa ore ya phosphate.
Capital Securities adanena kuti gwero la kutsika kwatsopano kwa kukwera kwa inflation yapadziko lonse lapansi ndi kuchuluka kwa mphamvu zopangira, kuphatikizapo kusakwanira kwa ndalama zomwe zimagwiritsidwa ntchito m'zaka zapitazi za 5-10 za chuma chamchere, kuphatikizapo kusowa kwa ndalama zomwe zimagwiritsidwa ntchito m'zaka zapitazi za 5-10, ndipo kutulutsidwa kwa mphamvu zatsopano kudzatenga nthawi yaitali. Zovuta zapachaka za phosphorous ore ndizovuta kuchepetsa.
Zotetezedwa zotseguka zimakhulupirira kuti njira yatsopano yamagetsi yapitirizabe kutukuka kwambiri ndipo yakhala ikuyembekezera zinthu zakumtunda monga mankhwala a phosphorous kwa nthawi yaitali.
Aramidi:Innovation kuti mukwaniritse bizinesi yowonjezereka
Ndi chitukuko chofulumira chamakampani azidziwitso, aramid yakopa chidwi kwambiri kuchokera kumsika waukulu.
Aramid CHIKWANGWANI ndi chimodzi mwa zingwe zitatu zapamwamba kwambiri padziko lapansi. Ikuphatikizidwa mumakampani omwe akutukuka padziko lonse lapansi komanso ndi njira yabwino kwambiri yothandizira dziko lino kwanthawi yayitali. Mu Epulo 2022, Unduna wa Zamakampani ndi Upangiri Waukadaulo ndi National Development and Reform Commission mogwirizana adagwirizana kuti ndikofunikira kuwongolera kuchuluka kwa magwiridwe antchito apamwamba komanso kuthandizira kugwiritsa ntchito aramid m'munda wapamwamba kwambiri.
Aramid ili ndi mitundu iwiri yokhazikika ya aramid ndi sing'anga, ndipo kumunsi kwamtsinje kumaphatikizapo mafakitale a fiber fiber cable. Zambiri zikuwonetsa kuti mu 2021, kukula kwa msika wa aramid padziko lonse lapansi kunali $ 3.9 biliyoni, ndipo akuyembekezeka kukwera mpaka $ 6.3 biliyoni mu 2026, ndikukula kwapachaka kwa 9.7%.
M'zaka zaposachedwa, mafakitale aku China opangira chingwe cha optical fiber adakula mwachangu ndipo adalumpha padziko lonse lapansi. Malinga ndi ziwerengero zochokera ku Unduna wa Zamakampani ndi Ukadaulo Waukadaulo, kutalika konse kwa chingwe chamtundu wamtundu wamtundu wa 2021 kudafika makilomita 54.88 miliyoni, ndipo kufunikira kwa zinthu zamtundu wa aramid kunali pafupi ndi matani 4,000, pomwe 90% idadalirabe zinthu zochokera kunja. Pofika theka loyamba la 2022, kutalika kwa mzere wamtundu wamtundu wa optical wafika makilomita 57.91 miliyoni, kuwonjezeka kwa 8.2% pachaka.
Yangtze Securities, Huaxin Securities, ndi Guosen Securities amakhulupirira kuti ponena za kugwiritsa ntchito, miyezo ya zida zodzitetezera pakati pa aramid idzapita patsogolo pang'onopang'ono, ndipo kufunikira kwa aramid m'munda wolankhulana ndi kuwala ndi mphira kudzakhalabe kolimba. Kuphatikiza apo, kufunikira kwa msika wa lithiamu -electrodermilida coating market ndi yotakata. Ndi kufulumizitsa njira zina zapakhomo za aramid, kuchuluka kwa ntchito zapakhomo m'tsogolomu kukuyembekezeka kuwonjezeka kwambiri, ndipo masheya omwe ali nawo ndi oyenera kusamala.
Nthawi yotumiza: Jan-10-2023