Mu rwego rw’impinduramatwara nshya y’impinduramatwara mu buhanga n’ikoranabuhanga no kuzamuka kw’umutungo w’igihugu ku isi, itangwa ry’ubushobozi bushya ryaragabanutse, mu gihe imirima igaragara ikomeza kwaguka.Biteganijwe ko inzego zijyanye n’ibikoresho bya fluor, imiti ya fosifore, aramide n’inganda ziteganijwe gukomeza.Irizera kandi ibyerekezo byiterambere.
Inganda zikora imiti ya Fluorine: Umwanya w isoko uhora waguka
Muri 2022, imikorere ya fluorochemiki yamasosiyete yanditse kurutonde yari nziza.Dukurikije imibare ituzuye, mu gihembwe cya mbere cyambere, inyungu y’amasosiyete arenga 10 ya fluorochemiki yanditse ku rutonde yiyongereye umwaka wose -umwaka, kandi inyungu z’amasosiyete amwe yiyongereyeho inshuro zirenga 6 umwaka -umwaka.Kuva muri firigo kugeza kubintu bishya bya fluoride, kugeza kuri bateri nshya ya lithium yingufu, ibicuruzwa bivura imiti ya fluor byakomeje kwagura isoko ryabyo nibyiza byihariye byo gukora.
Fluorite ningirakamaro imbere -ibikoresho fatizo byuruganda rwa fluorochemiki.Acide hydrofluoric ikozwe mubikoresho fatizo ni ishingiro ryinganda zigezweho za chimique.Nka nkingi yinganda zose za fluorochemiki yinganda, aside hydrofluoric nicyo kintu fatizo cyibanze cyo gukora imiti ya fluor yo hagati no hepfo.Inganda nyamukuru zo hepfo yacyo zirimo firigo.
Nkurikije t we “Montreal Protocol”, mu 2024, umusaruro no gukoresha ibisekuruza bitatu bya firigo mu gihugu cyanjye bizahagarara kurwego rwibanze.Raporo y’ubushakashatsi bw’agaciro ka Yangtze yizera ko nyuma y’ibipimo bitatu bya firigo bikonjesha, ibigo bishobora gusubira ku rwego rwo gutanga isoko.Igipimo cya firigo eshatu -gukonjesha mu 2024 cyahagaritswe kumugaragaro, naho umubare wuzuye wa firigo ya kabiri -gukora muri 2025 wagabanutseho 67.5%.Biteganijwe ko hazanwa icyuho cyo gutanga toni 140.000 / umwaka.Kubijyanye nibisabwa, ubukana bwinganda zitimukanwa buracyahari.Mugihe cyo kunoza icyorezo no gukumira icyorezo, inganda nkibikoresho byo murugo zishobora gukira buhoro buhoro.Biteganijwe ko ibisekuru bitatu bya firigo biteganijwe ko biva inyuma yubushyuhe.
Ikigo cy’ubushakashatsi mu bucuruzi bw’Ubushinwa giteganya ko hamwe n’iterambere ryihuse ry’ingufu nshya, ibinyabiziga bishya by’ingufu, imashanyarazi, inganda za elegitoroniki, n’inganda z’ubuvuzi, fluor-irimo abahuza, fluoride monomer idasanzwe, fluoride coolant, ubwoko bushya bwa fluor-irimo ibikoresho bizimya umuriro, nibindi. Iterambere ryubwoko bushya bwa fluor -kubiyemo ikoranabuhanga ryiza ryimiti ryakomeje kwiyongera.Umwanya wamasoko yinganda zo hasi urakomeza kwagurwa, bizazana ingingo nshya ziterambere mu nganda zikora imiti.
Ubushinwa Galaxy Securities na Guosen Securities bemeza ko ibikoresho by’imiti yo mu rwego rwo hejuru biteganijwe ko bizakomeza kongera umuvuduko w’ahantu, byiringiro ku byapa bya fluor nka fluor -refrigerant.
Inganda zikora imiti ya Fosifore: Ingano yimikorere yo hepfo yagutse
Mu 2022, yibasiwe n’ivugurura ry’imiterere n’ivugurura ry’ingufu no gukoresha ingufu “kugenzura kabiri”, ubushobozi bushya bw’ibicuruzwa bikomoka ku miti ya fosifore bifite ubushobozi buke bw’umusaruro n’ibiciro biri hejuru, bishyiraho urufatiro rw’imiti ya fosifore.
Ubutare bwa fosifeti nicyo kintu cyibanze cyibanze cyinganda za fosifate.Kumanuka harimo ifumbire ya fosifate, ibiryo -kuzamura fosifate, fosifate ya lithium nibindi bicuruzwa.Muri byo, fosifate ya lithium nicyiciro cyateye imbere cyane murwego rwinganda zikora fosifate.
Byumvikane ko buri toni 1 ya fosifate yicyuma ikorwa na toni 0.5 ~ 0,65, na toni 0.8 za fosifate imwe ya amonium.Ubwiyongere bwihuse bwikigereranyo cya lithium fer fosifate ikenera kumurongo winganda kugeza kumurongo wo hejuru bizongera ubushake bwamabuye ya fosifate mubijyanye ningufu nshya.Mubikorwa nyabyo byakozwe, bateri ya 1gWh ya lisiyumu ya fosifate ikenera toni 2500 za lithium fer fosifate orthopedic ibikoresho, bihwanye na toni 1440 za fosifate (kuzinga, ni ukuvuga P2O5 = 100%).Biteganijwe ko mu 2025, icyifuzo cya fosifate y'icyuma kizagera kuri toni miliyoni 1.914, naho ibikenerwa mu bucukuzi bw'amabuye ya fosifate bizaba toni miliyoni 1.11, bingana na 4.2% by'ibikenerwa mu bucukuzi bwa fosifate.
Raporo y’ubushakashatsi bwakozwe na Guosen yizera ko ibintu byinshi by’amashyaka bizateza imbere iterambere ryinshi ry’uruganda rukora imiti ya fosifore.Urebye hejuru y’imbere, mu rwego rwo kwiyongera kwinjirira mu nganda mu gihe kiri imbere n’umuvuduko mwinshi wo kurengera ibidukikije, uruhande rutanga ruzakomeza gukaza umurego, kandi ibimenyetso biranga umutungo biragaragara.Kurenga ibiciro by’ingufu z’amahanga byazamutse kugira ngo biteze imbere igiciro kinini cy’imiti ya fosifore mu mahanga, kandi inyungu y’ibiciro by’ibigo by’imbere mu gihugu byagaragaye.Byongeye kandi, ikibazo cy’ibinyampeke ku isi ndetse n’iterambere ry’ubuhinzi bizamura iterambere ry’ifumbire ya fosifate;imikurire iturika ya bateri ya fosifate ya fer nayo itanga ubwiyongere bukomeye bwiyongera kubutare bwa fosifate.
Capital Securities yavuze ko intandaro y’icyiciro gishya cy’ifaranga ry’isi ku isi ari ubushobozi bw’umusaruro, harimo n’imikoreshereze y’imari idahagije mu myaka 5-10 ishize y’amabuye y'agaciro, harimo no kubura amafaranga yakoreshejwe mu myaka 5-10 ishize. myaka, no kurekura ubushobozi bushya bizatwara igihe kirekire.Impagarara z'umwaka itangwa rya fosifore biragoye kugabanya.
Impapuro zifungura isoko zizera ko inzira nshya y’ingufu yakomeje gutera imbere cyane kandi ikaba ifite icyizere ku bikoresho byo hejuru nka chimique ya fosifore igihe kirekire.
Aramid：Guhanga udushya kugirango tugere ku bucuruzi bwiyongera
Hamwe niterambere ryihuse ryinganda zamakuru, aramid yarushijeho gukurura isoko ryimari.
Fibre ya Aramide nimwe mumyanya itatu yo hejuru-ikora neza kwisi.Yashyizwe mu nganda z’igihugu zigenda zitera imbere kandi ni n’ibikoresho byifashishwa mu rwego rwo gushyigikira igihugu igihe kirekire.Muri Mata 2022, Minisiteri y’inganda n’ikoranabuhanga mu itumanaho hamwe na komisiyo y’igihugu ishinzwe iterambere n’ivugurura basabye ko ari ngombwa kuzamura urwego rw’umusemburo wa fibre ukora neza kandi ugashyigikira ikoreshwa rya aramide mu murima wo hejuru-wo hejuru.
Aramide ifite uburyo bubiri bwuburyo bwa aramid hamwe nuburyo bwo hagati, kandi nyamukuru yo hepfo ikubiyemo inganda za fibre fibre.Amakuru yerekana ko mu 2021, ingano y’isoko rya aramid ku isi yari miliyari 3.9 US $, bikaba biteganijwe ko iziyongera ikagera kuri miliyari 6.3 z’amadolari ya Amerika mu 2026, hamwe n’ubwiyongere bw’umwaka buri mwaka bwa 9.7%.
Mu myaka yashize, inganda za fibre optique zo mu Bushinwa zateye imbere byihuse kandi zasimbutse ku mwanya wa mbere ku isi.Nk’uko imibare yatanzwe na Minisiteri y’inganda n’ikoranabuhanga mu itumanaho ibivuga, uburebure bw’umurongo wa optique w’igihugu wa optique mu 2021 bwageze kuri kilometero miliyoni 54.88, kandi icyifuzo cy’ibicuruzwa bikomoka kuri aramide byamamaye byari hafi toni 4000, muri byo 90% biracyashingirwaho. bitumizwa mu mahanga.Kugeza mu gice cya mbere cya 2022, uburebure bwumurongo wa optique wigihugu wageze kuri kilometero 57,91, kwiyongera kwa 8.2% umwaka -umwaka.
Yangtze Securities, Huaxin Securities, na Guosen Securities bemeza ko mubijyanye no kuyishyira mu bikorwa, ibipimo by’ibikoresho byo kwikingira hagati ya aramid bizagenda byiyongera buhoro buhoro, kandi icyifuzo cya aramide mu rwego rw’itumanaho rya optique na rubber kizakomeza gukomera .Mubyongeyeho, isoko ryisoko rya lithium -electrodermilida isoko ryagutse.Hamwe no kwihutisha ubundi buryo bwo murugo bwa aramid, urwego rwimbere mu gihugu rutegerejweho kwiyongera cyane, kandi ububiko bwimirenge bireba bikwiye kwitabwaho.
Igihe cyo kohereza: Mutarama-10-2023