Umwaka wa 2023 urwango. Hamwe no gukumira politiki yo gukumira no kugenzura icyorezo, imbaraga z'ingamba zo gutuza ko gukura kw'ibihugu by'Ubushinwa zizasubira mu mwaka w'imyaka myinshi. Nk'inganda z'inkingi z'ubukungu bw'igihugu, inganda za shimi zihuza ibikoresho n'ingufu zinyuranye hejuru, mu gihe hagaragaye hayo hafitanye isano itaziguye n'ibikenerwa bya buri munsi by'abaturage. Muri 2023, inganda za shimi zigomba gusuzuma ihindagurika ryombi no gukurikirana ibirindiro, none ni bwo turere tuzahinduka umurwa mukuru ukomeye Tuyere? Kugirango bahaze abasomyi, peteroli hamwe ningamba zishoramari ryibigo byamasosiyete yimpapuro nka huaxin impapuro za huaxin, impapuro nshya zikinyejana, ingabo zangirika hamwe nabacuruzi b'Ubushinwa bazakosorwa.
Inama yakazi ishinzwe ubukungu yavuzwe neza ko hagomba gushyirwaho imbaraga zo kwagura mu gihugu, kandi hahinduwe politiki yo kugenzura icyorezo yihutishije kugarura isoko ry'abaguzi mu gihugu. Biteganijwe ko hakurikijwe ibiteganijwe byuzuye, mu 2023, icyifuzo cy'ibicuruzwa bimwe na bimwe biteganijwe kugarura imikurire, kandi ibisabwa n'ibikoresho bishya bya shimi bigira uruhare mu kuzamura ingufu nshya, kubika ingufu, inganda za gisirikare zizakomeza Komeza ubucuruzi burenze. Muri bo, ibikoresho bya Semiconductor, ibikoresho bya socvoltaic, ibikoresho bya litium kandi bikaba bikwiriye cyane cyane abashoramari.
Ibikoresho bya Semiconductor: Koresha usimbuzwa mu gihugu kugirango wihutishe iterambere
Muri 2022, bitewe n'ibidukikije ku isi n'iterambere ry'inganda. Ariko muri rusange, inganda za semiconductor y'Ubushinwa iracyakura.
Raporo y'ishami rya Guoxin yerekanye ko igipimo cya Formiconductor cya SEMICOCUCT mu gihugu cyanjye cyari hafi 10% muri 2021 gusa, kandi ntibyari bibi mu bijyanye n'ubukire bw'ubutunzi no kurushanwa. Ariko, mugihe kirekire, inganda zanjye zumuzunguruko zizatangira kumuhanda wo guhanga udushya. Biteganijwe ko ibikoresho n'ibikoresho byo mu rugo bishobora kubona umutungo n'amahirwe, kandi ubundi buryo bwo mu gihugu biteganijwe kugabanuka.
Mu myaka yashize, icyifuzo cyo gusaba Semiconductor hamwe n'amasoko y'abaguzi byiyongereye. Muri 2021, Igurishwa rya Semiconductor ku Isi ryageze kuri miliyari 555.9 z'amadolari y'Amerika, ubwiyongere bwamadolari 45 z'amadolari arenga 2020; Biteganijwe ko bizakomeza gukura mu 2022, kandi Semiconductor igurisha amadolari 601 4.4. Hariho ubwoko bwinshi bwibikoresho bya semiconductor, hamwe na bitatu byambere kumasoko nisaha ya silicon, imyuka, no kubumba byoroshye. Byongeye kandi, umugabane wisoko ryamazi yo gusya no gusya, Lithography afatika, Lithography, imiti itose, hamwe nintego zibitswe ni 7.2%, 6.9%, 4.0%.
Impapuro za Guangfa raporo yubushakashatsi ivuga ko gukata mu murima wibikoresho bya Semiconductor (imiti ya elegitoronike) binyuze mu bushakashatsi bw'imbere no guteza imbere cyangwa kugura ndetse nicyitegererezo rusange kubijyanye n'imiti isaba guhinduka mumyaka yashize. Mugihe amasosiyete ahindura neza arashobora kubona agaciro kasumbuye mugihe cyo kubona inganda zihuta, twakoresheje mu muhengeri wo gukura dutandukanye. Mu muhengeri wo guteza imbere byihuse inganda za Seconductor mu gihugu, ibigo bifatika nabyo byakoresheje amahirwe meza yo gusimburwa mu gihugu. Ibigo bimwe bifite imbaraga za R & D hamwe nabakiriya batsinze, kandi guhindura ibicuruzwa byatsinze no kuzamura ibicuruzwa bizasangira byihuse iterambere ryihuse.
Ping Porogaramu ya Porogaramu ivuga ko hari ibintu byinshi nka "silicon cycle" na macroconomic cycle, n'inganda za Semiconductor ziteganijwe kuzimya muri 2023.
Raporo y'iburengerazuba raporo y'iburengerazuba yizera ko kwiyongera muri Amerika koherezwa mu mahanga bizahutira kwihutisha ubundi buryo bwo gukora ibikoresho bya Semiconductor. Bafite ibyiringiro kubikoresho bya semiconductor, ibice nibikoresho bifitanye isano, hamwe nisoko rya kaburimbo rya Silicon.
Ibikoresho bya PhotoVoltaic: Imiliyari icumi ya poe -level itegereje gucamo
Muri 2022, mu guteza imbere politiki y'igihugu cyanjye, umubare wibintu bishya mu nganda ya Photovoltaic yo murugo byiyongereye cyane, kandi icyifuzo cya kofotografike cya pompevugo nacyo cyiyongereye.
PhotoVoltaic Cul Film Ibikoresho fatizo bigabanijwemo ubwoko bubiri: Evathne -Athyl Acetate Umuryango (Eva) na Polyolefin Elastomer (Poe). Eva, nkibikoresho byingenzi bya firime ya pompevotaic ya glue, ifite urwego rwo hejuru rwo gutumiza, kandi rufite umwanya munini wo guhagarika ejo hazaza. Muri icyo gihe, biteganijwe ko icyifuzo cya Eva mu murima wa firime ya Photovoltaic ya Glue mu gihugu cyanjye muri 2025 zirashobora kugera kuri 45.05%.
Indi ngingo nyamukuru yibikoresho birashobora gukoreshwa kuri Photovoltaic, imodoka, insinga, ibibyimba, ibikoresho byo murugo nibindi bikoresho. Kugeza ubu, gupakira firime ya Glue yabaye agace gakomeye ka poe. Nk'uko "Ikarita yo guteza imbere inganda z'inganda z'ubushinwa (2021 Edition)", isoko ry'isoko rya Filime ya Glue. Mu myaka yashize, hamwe no gukomeza kuzamuka mubice byibice bya PhotoVoltaic mugihugu cyanjye no kwinjira bikomeza poe muri firime ya Phowiltaic, Poe murugo rusaba buhoro buhoro.
Ariko, kubera ko gahunda yo gutanga umusaruro ifite inzitizi, kuri ubu, amasosiyete yo murugo ntabwo afite ubushobozi bwibitero, kandi ibisumbo byose mugihugu cyanjye bishingiye kubitumizwa mu mahanga. Kuva 2017, imishinga yo murugo imaze guteza imbere ibicuruzwa bya poe. Wanhua imiti, Iburasirazuba Shenghong, Rongsheng Petrochemical, chimie ya rongllite hamwe nibindi bigo byigenga biteganijwe ko bizagera ku gusimburwa mu gihugu poe mugihe kizaza.
Ibikoresho bya Kithium: Kohereza ibikoresho bine by'ingenzi byakomeje kwiyongera
Muri 2022, isoko rishya ry'Ubushinwa n'isoko rya Litiya ryabitswe ingufu zakomeje hejuru, dutwara ibyoherejwe ibikoresho bya bateri ya lithium kugirango byiyongereye cyane. Nk'uko amakuru y'ishyirahamwe ry'Abashinwa, kuva muri Mutarama kugeza ku ya 2022, umusaruro no kugurisha ibinyabiziga bishya by'ingufu mu gihugu na miliyoni 6.253 na miliyoni 6.06. Ugereranyije
Ikigo cy'ubushakashatsi bw'ikoranabuhanga mu bushakashatsi (GGII) kizagurisha kugurisha amafaranga arenga miliyoni 6.7 zo mu rugo rwa miliyoni 6.7 zo mu rugo rwa 2022; Biteganijwe ko isoko ry'ibinyabiziga rishya ry'Ubushinwa rizarenga miliyoni 9 muri 2023. Mu 2022, igipimo cyo kwiyongera kw'imisozi miremire ku rwego rwo kurenga 100% yo kubika ingufu za lithium yohereza amaraso arenga 150%. Gukura cyane kw'amato ya lithium yakuyeho ibikoresho bine by'ingenzi byerekana ibintu byiza, bibi, electrolyte, n'ibindi bikoresho bya lithium nka lithium hexflurophasphaphate n'umuringa, umuringa wa fitperi kuri degeresi.
Amakuru yerekana ko mugice cya mbere cya 2022, Ubushinwa Lithium Amashanyarazi ya elegitoroniki yoherejwe tons 770.000, ubwiyongere bwa 62% umwaka -6 -year; Kohereza ibikoresho bibi bya electrode byari toni 540.000, ubwiyongere bwa 68% umwaka -6 -year; 55%; Kohereza bya elegilyte byari toni 330.000, ubwiyongere bwa 63% umwaka -6 -year. Muri rusange, muri 2022, ibyoherejwe muri rusange bya bateri enye z'ibinyoma mu Bushinwa byakomeje kugenda.
GGII guhanura ko isoko rya bateri yo mu gihugu rizarenga 1TWH muri 2023. Muri bo, ibyoherezwa mu mashanyarazi bizarenga 1800gw .
Nubwo ibiciro bya lithium umunyu na lithium byaguye mu Kuboza 2022. Ariko, mumaso ya ba brokers, ibi ahanini biterwa ahanini nibiciro bya -season byibiciro bya lithium ntibyutse.
Impapuro za huaxi zemera ko ihindagurika ryibiciro bya Lithium aribwo buryo busanzwe bwigihembwe cyinganda, ntabwo "ingingo igabanya". Impapuro za Shen Wantongyuan kandi zemera ko hamwe nubushobozi bwumusaruro wibikoresho byabigenewe muri 2023, icyerekezo cyinyungu za bateri yinganda zizakomeza kuva hejuru kugeza hasi. Impapuro zubucuruzi za Zhejiang zizera ko kwatura kwa MITROUMI rwibikoresho birenze ibisabwa mugice cya kabiri cya 2023.
Igihe cya nyuma: Jan-10-2023