Marka la eego wareegga cusub ee kacaanka sayniska iyo tignoolajiyada iyo kor u kaca qarannimada kheyraadka caalamiga ah, sahayda awoodda cusub ayaa hoos u dhacday, iyadoo meelaha hoose ee soo baxaya ay si isdaba joog ah u balaadhinayaan.Qaybaha la xidhiidha sida walxaha fluorine, kiimikooyinka fosfooraska, aramid iyo warshadaha kale ayaa la filayaa inay sii socdaan.Waxa kale oo ay rajo ka qabtaa horumarkeeda.
Warshadaha kiimikada Fluorine: Meesha suuqa ayaa si joogto ah u fidaysa
2022, waxqabadka shirkadaha fluorochemical ee liiska ku jira ayaa ahaa mid dhalaalaya.Marka loo eego tirakoobyada aan dhamaystirnayn, saddexdii rubuc ee ugu horreeya, faa'iidada saafiga ah ee in ka badan 10 shirkadood oo fluorochemical ah ayaa kordhay sannad kasta, iyo faa'iidada saafiga ah ee shirkadaha qaarkood waxay kordheen in ka badan 6 jeer sannadkii.Laga soo bilaabo qaboojiyaha ilaa walxaha cusub ee fluoride, ilaa baytariyada lithium tamarta cusub, alaabada kiimikooyinka fluoride waxay si joogto ah u balaariyeen booskooda suuqa iyaga oo leh faa'iidooyin waxqabad oo gaar ah.
Fluorite waa alaabta ceeriin ee dhamaadka-dhamaadka ugu muhiimsan ee silsiladda warshadaha fluorochemical.Aashitada hydrofluoric ee ka samaysan alaabta ceeriin waa saldhigga warshadaha kiimikada ee casriga ah.Sida xudunta u ah dhammaan silsiladda warshadaha fluorochemical, hydrofluoric acid waa alaabta aasaasiga ah ee ceeriin ee samaynta alaabada kiimikaad ee dhexda iyo kuwa hoose.Warshadaha ugu muhiimsan ee ay hoos yimaadaan waxaa ka mid ah qaboojiyaha.
Sida laga soo xigtay t he "Montreal Protocol", sanadka 2024, wax soo saarka iyo isticmaalka saddex jiil oo qaboojiyayaal ah ee dalkaygu waxay ku xayirmi doonaan heerka aasaasiga ah.Warbixinta Cilmi-baarista Securities Yangtze waxay aaminsan tahay in ka dib kootada qaboojiyaha ee saddexda jiil, ganacsiyadu ay ku soo laaban karaan heer sahayda ku wajahan suuqa.Kootada qaboojiyaha saddexda-jiil ee 2024 ayaa si rasmi ah loo qaboojiyay, kootada isku-darka qaboojiyaha jiilka labaad ee 2025 ayaa la dhimay 67.5%.Waxa la filayaa inay keento faraqa sahayda 140,000 oo tan/sanadkii.Marka la eego baahida, adkaanta warshadaha hantida maguurtada ah ayaa weli jira.Iyada oo la hagaajinayo ka-hortagga iyo xakamaynta cudurrada faafa, warshadaha sida qalabka guryaha ayaa laga yaabaa inay si tartiib tartiib ah u soo kabsadaan.Waxaa la filayaa in saddex jiil oo qaboojiye ah la filayo in ay ka soo noqdaan gunta hoose ee boomka.
Machadka Cilmi-baarista Ganacsiga Ganacsiga ee Shiinaha ayaa saadaaliyay in horumarinta degdega ah ee tamarta cusub, baabuurta tamarta cusub, semiconductors, elektiroonigga, iyo warshadaha caafimaadka, fluorine -ku jira dhexdhexaadiyeyaasha, monomer fluoride gaar ah, fluoride coolant, nooc cusub oo fluorine -containing wakiilka dab-daminta, iwm Horumarinta noocyada cusub ee tignoolajiyada kiimikada ee fluorine ayaa sii waday inay sii qotonto.Meesha suuqa ee warshadahan hoose ayaa si joogto ah loo ballaariyay, taas oo u keeni doonta dhibco korriin cusub warshadaha kiimikada.
Shiinaha Galaxy Securities iyo Guosen Securities waxay aaminsan yihiin in walxaha kiimikaad ee dhamaadka-sare la filayo inay sii wadaan inay kordhiyaan heerka meelaynta, iyagoo rajo ka qaba taarikada fluorite-ka sida fluorite-refrigerant.
Warshadaha kiimikada ee fosfooraska: Baaxadda codsiga hoose waa la ballaariyay
Sannadka 2022, oo ay saameeyeen dib-u-habaynta qaab-dhismeedka saadka-dhinaca iyo isticmaalka tamarta "laba xakamaynta", awoodda wax-soo-saarka cusub ee alaabta kiimikada ee fosfooraska ayaa xaddidan awoodda wax-soo-saarka iyo qiimaha sarreeya, oo dhigaya aasaaska waxqabadka qaybta kiimikada ee fosfooraska.
Fosfat ore waa alaabta aasaasiga ah ee silsiladda kiimikada fosfatetada.Qaybta hoose waxaa ka mid ah bacriminta fosfatetada, fosfat-fasalka cuntada, fosfatetada birta lithium iyo alaabooyin kale.Waxaa ka mid ah, phosphate iron lithium waa qaybta ugu barwaaqada badan silsiladda warshadaha kiimikada ee fosfatetada hadda.
Waxaa la fahamsan yahay in 1 tan kasta oo fosfateed bir ah ay soo saarto 0.5 ~ 0.65 tan, iyo 0.8 tan oo ah hal ammonium phosphate.Kobaca xawaaraha sare ee baahida fosfooraska birta ee lithium ee ay weheliso silsiladda warshadaha ilaa gudbinta sare waxay kordhin doontaa baahida loo qabo macdanta fosfooraska ee berrinka tamarta cusub.Habka wax-soo-saarka dhabta ah, 1gWh lithium birta fosfate batari wuxuu u baahan yahay 2500 tan oo lithium iron fosfate walxaha orthopedic, oo u dhiganta 1440 tan oo fosfooras ah (laabi, taas oo ah, P2O5 = 100%).Waxa lagu qiyaasaa in marka la gaadho 2025, baahida loo qabo fosfooraska birta ay gaadhi doonto 1.914 milyan oo tan, baahida u dhiganta ee macdanta phosphate waxa ay noqon doontaa 1.11 milyan oo tan, taas oo ka dhigan ku dhawaad 4.2% baahida guud ee macdanta fosfooraska.
Warbixinta Cilmi-baarista ee Guosen Securities waxay aaminsan tahay in arrimaha xisbiyada badan ay si wadajir ah kor ugu qaadi doonaan barwaaqada sare ee joogtada ah ee silsiladda warshadaha kiimikada ee fosfooraska.Marka loo eego dhinaca sare, marka la eego kororka heerka gelitaanka warshadaha mustaqbalka iyo cadaadiska sare ee ilaalinta deegaanka, dhinaceeda sahaydu waxay sii wadi doontaa inay sii adkaysato, sifooyinka yaraanta ee kheyraadka ayaa ah mid caan ah.Qiimaha tamarta shisheeye ee is-dul-saaran ayaa kor u kacay si kor loogu qaado qiimaha sarreeya ee kiimikooyinka fosfooraska ee dibedda, iyo faa'iidada kharashka ee shirkadaha gudaha ee khuseeya.Intaa waxaa dheer, dhibaatada hadhuudhka caalamiga ah iyo wareegga barwaaqada beeraha waxay kor u qaadi doontaa baahida kor u kaca ee bacriminta fosfatetada;Kobaca qarxa ee baytariyada fosfooraska birta ayaa sidoo kale bixiya kordhinta muhiimka ah ee baahida loo qabo macdanta fosfooraska.
Capital Securities ayaa sheegtay in sababta asaasiga ah ee sicir-bararka kheyraadka adduunka ay tahay wareegga awoodda wax-soo-saarka, oo ay ku jiraan kharash-la'aanta raasumaalka ee 5-10 sano ee la soo dhaafay ee kheyraadka macdanta, oo ay ku jirto kharash la'aanta raasumaalka ee la soo dhaafay 5-10. sanado, iyo sii deynta awooda cusub waxay qaadan doontaa waqti dheer.Xiisadda sanadka sahayda macdanta fosfooraska way adagtahay in la yareeyo.
Dammaanadaha isha furan waxay aaminsan yihiin in jidka tamarta cusub uu sii waday barwaaqada sare oo uu rajo ka qabay agabka sare sida kiimikooyinka fosfooraska muddo dheer.
Aramid：Hal-abuurnimo si loo gaadho ganacsi korodhsi
Iyada oo horumarka degdega ah ee warshadaha macluumaadka, aramid ayaa si isa soo taraysa u soo jiidatay dareenka suuqa caasimadda.
Fiber Aramid waa mid ka mid ah saddexda fiilood ee waxtarka sare leh ee adduunka.Waxay ku jirtaa warshadaha istaraatiijiyadeed ee soo koraya ee qaranka sidoo kale waa qalab istiraatijiyadeed oo heer sare ah oo loogu talagalay taageerada mustaqbalka fog ee dalka.Bishii Abriil 2022, Wasaaradda Warshadaha iyo Tignoolajiyada iyo Komishanka Horumarinta iyo Dib-u-habaynta Qaranka ayaa si wada jir ah u soo jeediyay inay lagama maarmaan tahay in la hagaajiyo heerka wax-soo-saarka fiber-ka sareeyo iyo taageeridda codsiga aramid ee goobta sare-dhamaadka sare.
Aramidku wuxuu leeyahay laba qaab oo habaysan oo aramid iyo dhex dhexaad ah, halka hoose ee hoose waxaa ka mid ah warshadaha fiilada fiber-ka.Xogtu waxay muujineysaa in sanadka 2021, cabirka suuqa caalamiga ah ee aramid uu ahaa US $ 3.9 bilyan, waxaana la filayaa inuu kordho US $ 6.3 bilyan sanadka 2026, iyadoo kororka kobaca sanadlaha ah ee 9.7%.
Sanadihii ugu dambeeyay, warshadaha fiilada fiber-ka ee Shiinaha ayaa si xawli ah u horumaray, waxayna ka booday kaalinta koowaad ee adduunka.Marka loo eego tirakoobyada Wasaaradda Warshadaha iyo Tignoolajiyada, wadarta guud ee khadka fiilada indhaha ee qaranka sanadkii 2021 wuxuu gaaray 54.88 milyan kiiloomitir, iyo baahida loo qabo alaabada aramid-ka sare waxay ku dhowdahay 4,000 tan, kuwaas oo 90% ay wali ku tiirsan yihiin. soo dejinta.Laga soo bilaabo qeybtii hore ee 2022, wadarta guud ee dhererka khadka fiilada indhaha ee qaranka ayaa gaadhay 57.91 milyan kiiloomitir, korodhka 8.2% sannad kasta.
Securities Yangtze, Huaxin Securities, iyo Guosen Securities waxay aaminsan yihiin in marka la eego codsiga, heerarka qalabka is-ilaalinta ee bartamaha aramid ayaa si tartiib tartiib ah u horumarin doona, iyo baahida loo qabo aramid ee dhinaca isgaarsiinta indhaha iyo caaggu waxay ahaan doonaan kuwo xooggan. .Intaa waxaa dheer, baahida suuqa ee suuqa daahan lithium-electrodermilida waa mid ballaaran.Iyada oo la dardargelinayo beddelka gudaha ee aramid, heerka guri-guritaan ee mustaqbalka ayaa la filayaa inuu si weyn u kordho, iyo kaydka qaybta ku habboon ayaa mudan in fiiro gaar ah loo yeesho.
Waqtiga boostada: Jan-10-2023