I loko o ka pōʻaiapili o ka pōʻai hou o ka ʻepekema a me ka ʻenehana a me ka piʻi ʻana o ka hoʻokele waiwai honua, ua emi ka lako o ka mana hou, ʻoiai ke hoʻonui mau ʻia nei nā māla e puka mai ana. ʻO nā ʻāpana pili e like me nā mea fluorine, phosphorus chemicals, aramid a me nā ʻoihana ʻē aʻe e manaʻo ʻia e hoʻomau. Manaʻo maikaʻi nō hoʻi ia e pili ana i kāna mau manaʻo hoʻomohala.
ʻOihana kemika Fluorine: Ke hoʻonui mau nei ka mākeke
I ka makahiki 2022, ua alohilohi ka hana o nā hui inoa fluorochemical. Wahi a nā helu helu ʻole, i ka hapaha mua ʻekolu, ua hoʻonui ʻia ka loaʻa kālā o ka ʻoi aku ma mua o 10 mau hui inoa fluorochemical i kēlā me kēia makahiki, a ua hoʻonui ʻia ka loaʻa kālā o kekahi mau hui ma mua o 6 mau manawa o ka makahiki. Mai ka mea refrigerant i ka mea hou o ka fluoride, i ka ikehu lithium hou, ua hoʻonui mau ʻia nā huahana kemika fluoride i ko lākou wahi mākeke me kā lākou mau pono hana kūikawā.
ʻO ka Fluorite ka mea koʻikoʻi loa i mua o ka maka no ke kaulahao ʻoihana fluorochemical. ʻO ka hydrofluoric acid i hana ʻia i nā mea maka ke kumu o ka ʻoihana kemika fluorous hou. Ma ke ʻano he kumu o ke kaulahao ʻoihana fluorochemical holoʻokoʻa, ʻo ka waika hydrofluoric ka mea kumu kumu no ka hana ʻana i nā huahana kemika fluorine ma waena a me lalo. ʻO nā ʻoihana nui o kona iho i lalo e komo pū me ka refrigerant.
Wahi a ka "Montreal Protocol", i ka makahiki 2024, e maloʻo ka hana ʻana a me ka hoʻohana ʻana i ʻekolu hanauna o nā mea hoʻoheheʻe ma koʻu ʻāina i ka pae kumu. Manaʻo ka Yangtze Securities Research Report ma hope o ka hoʻopaʻapaʻa ʻana o ka nui o ka mea hoʻoheheʻe ʻekolu, hiki i nā ʻoihana ke hoʻi i kahi pae hoʻolako ʻoi aku i ka mākeke. ʻO ka quota o ka ʻekolu-hanauna refrigerant i ka makahiki 2024 ua hoʻokuʻu ʻia i ka hau, a ʻo ka kumulative quota o ka lua-hanauna refrigerant ma 2025 ua hoʻemi ʻia e 67.5%. Manaʻo ʻia e lawe mai i kahi ʻāpana lako o 140,000 tons / makahiki. Ma ke ʻano o ka noi, ke mau nei ka paʻakikī o ka ʻoihana waiwai. Ma lalo o ka loiloi o ka pale ʻana a me ka hoʻomalu ʻana i ka maʻi maʻi, hiki ke hoʻōla mālie nā ʻoihana e like me nā mea hana hale. Manaʻo ʻia e hoʻohuli ʻia nā hanauna ʻekolu o ka refrigerant mai lalo o ka boom.
ʻO China Business Industry Research Institute wānana me ka hoʻomohala wikiwiki o ka ikehu hou, nā kaʻa ikehu hou, semiconductors, electronics, a me nā ʻoihana lapaʻau, fluorine -containing intermediates, fluoride monomer kūikawā, fluoride coolant, hou ʻano fluorine -containing fire extinguishing agent, etc. Hoʻonui mau ʻia ka mākeke o kēia mau ʻoihana i lalo, e lawe mai i nā wahi ulu hou i ka ʻoihana kemika fluorous.
Ke manaʻoʻiʻo nei ʻo China Galaxy Securities a me Guosen Securities e hoʻomau ka hoʻonui ʻana i nā mea kemika kiʻekiʻe e hoʻonui i ka helu localization, manaʻo maikaʻi e pili ana i nā pā fluorite e like me ka fluorite -refrigerant.
ʻOihana kemika Phosphorus: Hoʻonui ʻia ka laulā o ka noi i lalo
I ka makahiki 2022, ua hoʻopilikia ʻia e ka hoʻolako ʻana i ka ʻaoʻao a me ka hoʻohana ʻana i ka ikehu "ka mana ʻelua", ʻo ka mana hana hou o nā huahana kemika phosphorus i kaupalena ʻia ka mana hana a me nā kumukūʻai kiʻekiʻe, e kau ana i ke kumu hana no ka ʻāpana kemika phosphorus.
ʻO ka ʻaila Phosphate ke kumu kumu no ke kaulahao ʻoihana kemika phosphate. Aia i lalo ka mea hoʻomomona phosphate, meaʻai-grade phosphate, lithium iron phosphate a me nā huahana ʻē aʻe. Ma waena o lākou, ʻo ka lithium iron phosphate ka ʻāpana waiwai nui loa i ka kaulahao ʻoihana kemika phosphate i kēia manawa.
Ua hoʻomaopopo ʻia ʻo kēlā me kēia 1 ton o ka hao phosphate e hana ʻia e 0.5 ~ 0.65 tons, a me 0.8 tons o hoʻokahi ammonium phosphate. ʻO ka ulu kiʻekiʻe o ka lithium iron phosphate koi ma ke kaulahao ʻoihana a hiki i ka hoʻoili ʻana i luna e hoʻonui i ka noi no ka phosphate ore i ke kahua o ka ikehu hou. Ma ke kaʻina hana maoli, pono ka 1gWh lithium iron phosphate pākaukau i 2500 tons o ka lithium iron phosphate orthopedic material, e pili ana i ka 1440 tons of phosphate (pepa, ʻo ia hoʻi, P2O5 = 100%). Ua manaʻo ʻia ma ka makahiki 2025, e piʻi ka noi no ka hao phosphate i ka 1.914 miliona tons, a ʻo ke koi kūpono no ka phosphate ore he 1.11 miliona tons, e helu ana ma kahi o 4.2% o ka nui o ka noi no ka phosphate ore.
Ke manaʻoʻiʻo nei ʻo Guosen Securities Research Report e hoʻoikaika pū nā mea hui lehulehu i ka holomua kiʻekiʻe o ke kaulahao ʻoihana kemika phosphorus. Mai ka hiʻohiʻona o ka upstream, i ka pōʻaiapili o ka piʻi ʻana o ka paepae komo o ka ʻoihana i ka wā e hiki mai ana a me ke kaomi kiʻekiʻe o ka mālama ʻana i ke kaiapuni, e hoʻomau ʻia kona ʻaoʻao hoʻolako, a ʻike ʻia nā ʻano hemahema o nā kumuwaiwai. Ua piʻi aʻe ke kumukūʻai o ka ikehu haole e hoʻolaha i ke kumukūʻai kiʻekiʻe o nā kemika phosphorus ma waho, a ua ʻike ʻia ke kumu kūʻai o nā ʻoihana kūloko kūpono. Eia kekahi, ʻo ka pilikia o ka palaoa honua a me ka pōʻai holomua o ka mahiʻai e hāpai i ka piʻi ʻana o ka phosphate fertilizer; ʻO ka ulu nui ʻana o nā pā hao phosphate e hāʻawi pū i ka piʻi nui o ka noi no ka phosphate ore.
Ua ʻōlelo ʻo Capital Securities ʻo ke kumu kumu o kahi pōʻai hou o ka hoʻonui waiwai honua ʻo ia ka pōʻaiapili o ka hana, me ka lawa ʻole o ka hoʻolimalima kālā i nā makahiki 5-10 o nā kumu waiwai mineral, me ka nele o ka hoʻolimalima kālā i nā makahiki 5-10 i hala, a ʻo ka hoʻokuʻu ʻana i ka mana hou e lōʻihi ka manawa. He mea paʻakikī ke hoʻohaʻahaʻa i ka ʻeha o ka makahiki.
Manaʻo ka Open Source Securities ua hoʻomau ka holomua o ka ikehu hou a ua manaʻo maikaʻi ʻo ia e pili ana i nā mea i luna e like me nā kemika phosphorus no ka manawa lōʻihi.
Aramid：Nā mea hou e hoʻokō i kahi ʻoihana hoʻonui
Me ka hoʻomohala wikiwiki ʻana o ka ʻoihana ʻike, ua hoʻonui nui ʻia ka aramid mai ka mākeke kapikala.
ʻO ka fiber Aramid kekahi o nā fibers hana kiʻekiʻe ma ka honua. Hoʻokomo ʻia ʻo ia i loko o ka ʻoihana e puka mai ana i ka ʻāina a he mea hoʻolālā kiʻekiʻe hoʻi ia no ke kākoʻo lōʻihi o ka ʻāina. I ʻApelila 2022, ua ʻōlelo pū ka Ministry of Industry and Information Technology a me ka National Development and Reform Commission e pono e hoʻomaikaʻi i ke kiʻekiʻe o ka hana fiber-performance kiʻekiʻe a kākoʻo i ka noi ʻana o ka aramid ma ke kahua kiʻekiʻe kiʻekiʻe.
ʻElua mau ʻano i kūkulu ʻia o ka aramid a me ka medium, a ʻo ka mea nui i lalo e pili ana i nā ʻoihana fiber fiber cable. Hōʻike ka ʻikepili i ka makahiki 2021, ʻo ka nui o ka mākeke aramid honua he US $ 3.9 biliona, a ke manaʻo ʻia nei e hoʻonui i ka US $ 6.3 biliona ma 2026, me ka nui o ka ulu ʻana o ka makahiki he 9.7%.
I nā makahiki i hala iho nei, ua ulu wikiwiki ka ʻoihana ʻoihana fiber cable o Kina a ua lele i ka honua mua. Wahi a nā helu helu mai ka Ministry of Industry and Information Technology, ʻo ka lōʻihi o ka laina cable cable national ma 2021 i hiki i 54.88 miliona mau kilomita, a ua kokoke ka noi no nā huahana aramid kiʻekiʻe i ka 4,000 tons, kahi o 90% e hilinaʻi mau nei i nā lawe mai. E like me ka hapa mua o 2022, ua hiki i ka huina o ka lōʻihi o ka laina uea optical aupuni i 57.91 miliona mau kilomita, kahi hoʻonui o 8.2% makahiki-ma-makahiki.
ʻO Yangtze Securities, Huaxin Securities, a me Guosen Securities e manaʻoʻiʻo ana ma ke ʻano o ka hoʻohana ʻana, ʻo nā kūlana o nā lako pale ponoʻī i waena o ka aramid e neʻe mālie, a ʻo ke koi no ka aramid ma ke kahua o ka kamaʻilio optical a me ka lāʻau e paʻa mau. Eia kekahi, ʻo ka noi mākeke no ka mākeke lithium -electrodermilida coating he ākea. Me ka wikiwiki o nā koho home o ka aramid, ke manaʻo nei e piʻi nui ka pae o ka home i ka wā e hiki mai ana, a pono e nānā ʻia nā ʻāpana ʻāpana kūpono.
Ka manawa hoʻouna: Jan-10-2023