Sannadka 2023 ee gurguurta. Iyadoo la adeegsanayo siyaasadaha kahortaga cudurrada iyo xakamaynta, xoogga talaabooyinka hoose, oo ah saadaal dhowr ah oo cilmi-baarista ah oo kobaca sanadka ee Sannadka Shiinaha ayaa si weyn u soo celin doona sannadkan. Adigoo ah warshadda tiir ee dhaqaalaha qaranka, warshadaha kiimikada ayaa ku xiraya ilo kala duwan iyo tamar badan, halka hoose ee hoose uu si toos ah ula xiriiraa baahiyaha maalinlaha ah ee dadka. Sannadkii 2023, warshadaha kiimikadka waa inay tixgeliyaan labadaba isbedelka wareega alaabada iyo wareejinta track, markaa aagagga noocee ah ayaa noqon doona caasimada ugu xoogga badan caasimada ah ee Tusiere? Si loo qanciyo akhristayaasha, istaraatiijiyada batroolka iyo kiimikada ee shirkadaha samafalka ah sida huaxin dammaanadaha, dammaanadaha qarniyada cusub, oo aamin ah Security iyo ganacsatada Shiinaha ayaa si isku mid ah loo kala saari doonaa.
Shirkii shaqada ee dhawaan ee shaqada ee dhowaanta ayaa si cad u sheegay in dadaalada la sameeyo si loo ballaariyo baahiyaha guriga, iyo isbedelka ugu dambeeyay ee siyaasada xakameynta cudurka faafa ayaa dardar gelisay soo kabashada suuqa macaamiisha gudaha. Sida ku xusan rajooyinka dhameystiran, dhowr ka mid ah dillaaliin ayaa rumeysan in: Sanadkii 2023, baahida loo qabo badeecada kiimikada qaarkood ayaa la filayaa inuu ka soo kabsado koritaanka tamarta cusub, keydinta tamarta, semiconductor iyo warshadaha militariga ayaa wali ah Joogto ganacsi sare. Waxaa ka mid ah, agabyada semiconductor, qalabka sawir qaade, qalabka lithium-ka iyo wixii si gaar ah u shaqeynaya dareenka maalgashadayaasha.
Alaabada semiconductor: Ka faa'iidayso bedelka guriga si loo dardar geliyo horumarka
Sanadkii 2022, sababtuna tahay jawiga dhaqaalaha ee adduunka oo dhan iyo dhul barwaaqo ah wareegga wareega iyo saamaynta soo noqnoqda ee cudurka faafa, dhammaan warshadaha elektiroonigga ah ee dhammaantood la kulma xoogaa cadaadis ah. Laakiin guud ahaan, warshadaha semiconductor ee Shiinaha ayaa wali koraya.
Warbixinta cilmi-baarista ee dammaanadda ee Guoxin waxay tilmaamaysaa in heerka deegaan ee dalka Semiconductor ee dalkayga uu ku jiray kaliya 10% 2021, oo ay u liidatay marka loo eego qaybta hodanka iyo tartanka. Si kastaba ha noqotee, mustaqbalka fog, warshadaha isku-dhafan ee wadanka ah ee dalka ayaa bilaabi doona wadada hal abuurka madax-bannaan. Waxaa la filayaa in qalabka guryaha iyo qalabka ay heli karaan ilo badan iyo fursado, iyo wareegga kale ee guriga lagu soo gaabiyo.
Sanadihii ugu dambeeyay, baahida loo qabo codsiyada Semiconductor iyo suuqyada macaamiisha ayaa si isdaba joog ah u kordhay. Sanadkii 2021, Sare ee Semiconductor Semiconductor ayaa iibsaday 555.9 bilyan oo doolarka Mareykanka ah, oo ah koror $ 45.5 bilyan oo doolar ah 2020; Waxaa la filayaa in ay sii korto in la korayo 2022, iyo iibka Semiconductor waxay gaari doontaa $ 601..4 bilyan. Waxaa jira noocyo badan oo ah agab semiconductor, oo saddexda ugu sareysa ee suuqa suuqa ay yihiin wafers silicon, gaasas, iyo wasakhda iftiinka. Intaas waxaa sii dheer, saamiga suuqa ee xargaha dareeraha iyo xargaha xargaha, ithithophy anaha rethats-ka, kiimikada qoyan, iyo bartilmaameedyada buuqa waa 7.2%, 4.0%, iyo 3.0%, iyo 3.0%, iyo 3.0%.
Warbixinta cilmi baarista ee Guangfa waxay aaminsan tahay in goynta garoonka ashyaa'da semiconductor (kiimikooyinka elektiroonigga ah) iyada oo loo marayo qaab-dhismeed aan caadi ahayn iyo isku-darka iyo helitaanka-ka-helidda ay u badan tahay shirkadaha kiimikada ah ee loo maro isbadalka sannadihii ugu dambeeyay. In kasta oo shirkadaha isbadal ee lagu guuleysto ay heli karaan qiimeyn suuqyadeed oo sareeya inta ay helayaan warshado dhakhso ah, waxaan ku galnay mowjad laba isbadal ah. Mownka horumarka degdega ah ee warshadaha deg-degga ah ee Semiconductor, shirkadaha wax la xiriira ee laxiriira ayaa sidoo kale fursad wanaagsan u keenay badalka gudaha. Shirkadaha qaarkood oo leh heerar xoog leh oo xoog leh oo ah xoogga iyo macmiil aad u wanaagsan oo macmiil ah, iyo isbadal kumeelgaar ah oo lagu guuleysto iyo casriyeynta ayaa la filayaa inay la wadaagaan horumarka degdegga ah ee warshadaha semiconductor.
Bixinta warbixinno cilmi-baaris oo dammaanad leh oo ah in ay jiraan arrimo badan sida "Wareegga Silicon" iyo wareegga macroeconomic, iyo warshadaha semiconductor-ka ayaa la filayaa inay ka baxaan 2023.
Warbixinta cilmi baarista ee galbeedka ee galbeedka ayaa aaminsan in kororka ka dhaca gacanta loo dhoofiyo ee Mareykanka uu dardargelin doono bedelka gudaha ee agabka semiconductor. Waxay rajo wanaagsan ka qabaan waxyaabaha semiconduactor, qaybaha iyo qalabka la xiriira, iyo suuqa silicon Carbide.
Qalabka Photovoltaic Waxyaabaha: Toban bilyan -le suuqa Poe ayaa sugaya inuu ka jabo
Sanadkii 2022, iyadoo hoos timaada kor u qaadida siyaasada dalkayga, tirada xarumaha cusub ee warshadaha Photovolac si weyn ayey u kordhaan, iyo baahida loo qabo filimka koollada koollada ee sawir-qaade ah ayaa sidoo kale kordhay.
Qalabka 'PhotovolToltaic koollada filimka ceyriinka ah ayaa loo qaybiyaa laba nooc: Etylilene -thyl acetate Community (EVA) iyo polastomomer (poe). EVA, sida guud ee hada-haynta ee hadda ka ah filimka koollada ee sawirka, waxay leedahay heer sare oo ku tiirsanaanta soo dejinta, waxayna leedahay meel ballaaran oo loogu talagalay mustaqbalka. Isla mar ahaantaana, waxaa la filayaa in baahida loo qabo EVA ee duurka filimka koollada ee Photovoltaic filimka koollada ee dalkayga 2025 ay gaarayaan ilaa 45.05%.
Mid kale oo poe ah oo ah poe 'poe' ah ayaa lagu dabaqi karaa Photovoltaic, gawaarida, fiilooyinka, xumaha, qalabka guryaha iyo meelaha kale. Waqtigan xaadirka ah, filimka koollada ee sawir gacmeedka ayaa noqday arjiga ugu weyn ee arjiga ugu weyn. Sida laga soo xigtay "Khariidadda Wadooyinka Horumarinta ee Patefovoltaic (2021 Daabacaadda Shiinaha)", saamiga suuqa) ", saamiga suuqa ee filimka xabagta ee ku dheji filimka xabagta ee Poe Politylene Sanadihii la soo dhaafay, iyadoo la raacayo wax soo saarka sawir qaadista qaybo ka mid ah waddankayga iyo is-dhexgalka joogtada ah ee ku dhaca filimka koollada ee sawir-galka, baahida POE ayaa si isdaba joog ah u kordhay.
Si kastaba ha noqotee, sababta oo ah hanaanka wax soo saarka ee Poe wuxuu leeyahay caqabado sare, xilligan xaadirka ah, shirkadaha guryaha ma leh awooda poe, iyo dhammaan isticmaalka faashadda ee dalkayga ayaa ku tiirsan soo dejinta. Ilaa iyo sanadka 2017, shirkadaha maxalliga ah waxay si wada jir ah u horumariyeen badeecadaha POE. Kiimikada Wanhuuca, Oriental Shenght, rontsheng petrogryemical, saxamada satalaytka iyo shirkadaha kale ee gaarka loo leeyahay ayaa la filayaa inay gaaraan bedelka gudaha ee Poe mustaqbalka.
Alaabada batteriga lithium: shixnadaha afarta shey ee ugu muhiimsan ayaa sii kordhay
Sanadkii 2022, gaariga cusub ee tamarta Shiinaha iyo suuqa keydka tamarta ee Lithium ayaa weli sarreeya, kaxaynta shixnadaha qalabka batteriga ee lithium-ka si loo kordhiyo. Sida laga soo xigtay xogta Ururka Gawaarida Shiinaha, laga bilaabo Janaayo ilaa Nofeembar 2022, waxsoosaarka Gawaarida Cusub ee Tamarta ee Gudaha.
Machadka Cilmi-baarida Tech Warshadaha Sare (GGII) ayaa la filayaa inuu iibiyo wax ka badan 6.7 milyan oo iib ah oo ku saabsan iibka tamarta cusub ee tamarta ee 2022; Waxaa la filayaa in suuqa cusub ee gaariga Shiinaha uu ka sarreeyo 9 milyan sanadkii 2023. ee shirkadda kaydinta tamarta ee lithium lithium waxay ka badan tahay 150%. Kororka muhiimka ah ee maraakiibta batteriga Lithium ayaa kaxeeyey afarta shey ee ugu waaweyn ee togan, taban, diaphrolyte, iyo alaabada kale ee batteriga ah sida lithium hexfluoropolophate iyo shaashadda naxaasta ah.
Xogta ayaa muujinaya in qeybtii hore ee 2022, Shiinaha Lithoum Agabyada korantada korantada korantada korantada waxaa loo diraa 770,000 tan, oo kordhay 62% sanadkii -aad; Dhoomanaha agabyada elektrode ee xun waxay ahaayeen 540,000 tan, oo ah mid ka mid ah 68% sanadkii -aad -Ear; 55%; Maraakiibta elektaroonigga ah waxay ahaayeen 330,000 tan, oo kordhay 63% sanadka -On-dhalay. Dhanka oo dhan, ee 2022, shixnadaha guud ee afarta batariga afarta ah ee ku jirta Shiinaha ayaa weli ah isbeddelka koritaanka.
GGAI wuxuu saadaaliyay in suuqa batteriga ee lithium-ka lithat-ka ay ka badan tahay 2023. Waxaa ka mid ah, maraakiibta batteriga korantada waxaa ka sarreeya 180gw, oo kaxayn doonta shixnadaha guud ee bey'adaha afarta ah ee la kordhiyo .
In kasta oo qiimayaasha lithium iyo cusbada lithium ay ku dhaceen Diseembar 2022, in indhaha intu inta badan ay sabab u tahay saameynta-off-dhibic-dhigga "qiimaha" qiimaha lithium ma uusan imaan.
Huaxi damelyada ayaa aaminsan in isbeddelka qiimaha ee loo yaqaan 'lithium milix' ay tahay isbeddelka caadiga ah ee xilliga ugu sarreysa ee warshadaha, ma aha "dhibic la taaban karo". Shen Wanhongyuan ayaa sidoo kale aaminsan in siideynta sii-deynta sii-deynta ah ee ka dib wax soo saarka alaabta ceeriin ah 2023, isbeddelka macalinka silsiladda batteriga ee batteriga ee lithat batteriga waxay ka sii socon doontaa ilaa hoose ilaa hoose. Dammaanadaha Ganacsiga Ganacsiga ee Zhejiang ayaa aaminsan in qirashada khayaanada ee kheyraadka lithium uu ka weyn yahay sidii loo baahnaa nus-saac ee 2023.
Waqtiga Post: Jan-10-2023