Esimweni somjikelezo omusha woguquko lwesayensi nobuchwepheshe kanye nokukhula kobuzwe bezinsiza zomhlaba, ukuhlinzekwa kwamandla amasha kunciphile, kuyilapho izinkambu ezisafufusa ezansi nomfula ziqhubeka zandiswa.Imikhakha ehlobene efana ne-fluorine materials, amakhemikhali e-phosphorus, i-aramid nezinye izimboni kulindeleke ukuthi iqhubeke.Iphinde ibe nethemba ngamathemba ayo okuthuthuka.
Imboni yamakhemikhali e-Fluorine: Indawo yemakethe ikhula njalo
Ngo-2022, ukusebenza kwezinkampani ezisohlwini lwe-fluorochemical kwakugqamile.Ngokwezibalo ezingaphelele, ezingxenyeni ezintathu zokuqala, inzuzo eyinsalela yezinkampani ezisohlwini lwe-fluorochemical ezingaphezu kuka-10 yanda unyaka nonyaka, futhi inzuzo yezinkampani ezithile inyuke izikhathi ezingaphezu kwezingu-6 unyaka nonyaka.Ukusuka esiqandisini kuya ezintweni ezintsha ze-fluoride, kuya emabhethri e-lithium amasha, imikhiqizo yamakhemikhali e-fluoride iye yandisa ngokuqhubekayo indawo yayo yemakethe ngezinzuzo zayo zokusebenza ezihlukile.
I-Fluorite iyimpahla eluhlaza ebaluleke kakhulu engaphambili yochungechunge lwemboni ye-fluorochemical.I-hydrofluoric acid eyenziwe ngezinto ezingavuthiwe iyisisekelo semboni yesimanje yamakhemikhali e-fluorous.Njengomnyombo walo lonke uchungechunge lwezimboni ze-fluorochemical, i-hydrofluoric acid iyisisekelo sokusetshenziswa kwemikhiqizo yamakhemikhali e-fluorine ephakathi nendawo naphansi komfula.Izimboni eziyinhloko zezansi nomfula zihlanganisa iziqandisi.
Ngokusho kwe-"Montreal Protocol", ngo-2024, ukukhiqizwa nokusetshenziswa kwezizukulwane ezintathu zamafriji ezweni lami kuzoba yiqhwa ezingeni lokuqala.I-Yangtze Securities Research Report ikholelwa ukuthi ngemva kokuphikisana kwesilinganiso se-quota yesiqandisi sesizukulwane sesithathu, amabhizinisi angase abuyele ezingeni lokuhlinzeka eligxile kakhulu emakethe.Isabelo sesiqandisi sesizukulwane sesithathu ngo-2024 saqandiswa ngokusemthethweni, kanti nenani elihlanganisiwe lesiqandisi sesizukulwane sesibili ngo-2025 lehla ngo-67.5%.Kulindeleke ukuthi ilethe igebe lokunikezela ngamathani ayi-140,000/ngonyaka.Mayelana nesidingo, ukuqina kwemboni yezindlu ezithengiswayo kusekhona.Ngaphansi kokuthuthukiswa kokuvikela nokulawula ubhubhane, izimboni ezifana nemishini yasendlini zingase zilulame kancane kancane.Kulindeleke ukuthi izizukulwane ezintathu zesiqandisi kulindeleke ukuthi zihlehle ukusuka phansi kwe-boom.
I-China Business Industry Research Institute ibikezela ukuthi ngokuthuthukiswa okusheshayo kwamandla amasha, izimoto ezintsha zamandla, ama-semiconductors, i-electronics, nezimboni zezokwelapha, i-fluorine-containing intermediates, i-fluoride monomer ekhethekile, i-fluoride coolant, uhlobo olusha lwe-fluorine-equkethe i-ejenti yokucima umlilo, njll. . Ukuthuthukiswa kwezinhlobo ezintsha zobuchwepheshe bamakhemikhali e-fluorine kuqhubekile nokujula.Isikhala semakethe salezi zimboni ezansi nomfula sinwetshwa ngokuqhubekayo, okuzoletha amaphuzu amasha okukhula embonini yamakhemikhali e-fluorous.
I-China Galaxy Securities and Guosen Securities ikholelwa ukuthi amakhemikhali asezingeni eliphezulu kulindeleke ukuthi aqhubeke nokwandisa izinga lendawo, anethemba ngamapuleti e-fluorite afana ne-fluorite -refrigerant.
Imboni yamakhemikhali e-Phosphorus: Ububanzi bokusetshenziswa komfula ongezansi bunwetshiwe
Ngo-2022, kuthinteke izinguquko zesakhiwo sokuhlinzeka kanye nokusetshenziswa kwamandla "ukulawula okukabili", amandla amasha okukhiqiza imikhiqizo yamakhemikhali e-phosphorus anomthamo olinganiselwe wokukhiqiza kanye namanani aphezulu, okwenza isisekelo sokusebenza somkhakha wamakhemikhali we-phosphorus.
I-Phosphate ore iyinsimbi eyisisekelo yochungechunge lwemboni yamakhemikhali e-phosphate.Ezansi nomfula kuhlanganisa umanyolo we-phosphate, i-food-grade phosphate, i-lithium iron phosphate neminye imikhiqizo.Phakathi kwazo, i-lithium iron phosphate iyisigaba esiphumelela kakhulu ochungechungeni lwamanje lwemboni yamakhemikhali e-phosphate.
Kuyaqondakala ukuthi ithani ngalinye le-iron phosphate likhiqizwa ngamathani angu-0.5 ~ 0.65, kanye namathani angu-0.8 e-ammonium phosphate eyodwa.Ukukhula ngesivinini esikhulu kwesidingo se-lithium iron phosphate eduze kochungechunge lwezimboni ukuya ekudluliseleni okungaphezulu komfula kuzonyusa isidingo se-phosphate ore emkhakheni wamandla amasha.Enqubweni yangempela yokukhiqiza, ibhethri ye-lithium iron phosphate ye-1gWh idinga amathani angu-2500 wezinto zamathambo ze-lithium iron phosphate, ezihambisana namathani angu-1440 we-phosphate (ukugoqa, okungukuthi, i-P2O5 = 100%).Kulinganiselwa ukuthi ngo-2025, isidingo se-iron phosphate sizofinyelela amathani ayizigidi ezingu-1.914, futhi isidingo esihambisanayo se-phosphate ore sizoba amathani ayizigidi ezingu-1.11, okubalelwa cishe ku-4.2% wengqikithi yesidingo se-phosphate ore.
I-Guosen Securities Research Report ikholelwa ukuthi izici zamaqembu amaningi zizogqugquzela ngokuhlanganyela ukuchuma okuphezulu okuqhubekayo kochungechunge lwemboni yamakhemikhali e-phosphorus.Ngokombono wokukhuphuka komfula, esimweni sokwanda komkhawulo wokungena embonini esikhathini esizayo kanye nokucindezela okuphezulu kokuvikelwa kwemvelo, uhlangothi lwayo lokuhlinzeka luzoqhubeka nokuqina, futhi izici zokushoda kwezinsiza zivelele.Izintengo zamandla angaphandle ezeqisayo zikhuphukile ukuze kuthuthukiswe izindleko eziphezulu zamakhemikhali e-phosphorus phesheya, futhi inzuzo yezindleko zamabhizinisi asekhaya afanelekile avele.Ngaphezu kwalokho, inkinga yokusanhlamvu emhlabeni wonke kanye nomjikelezo wokuchuma kwezolimo kuzothuthukisa isidingo esikhuphukayo somanyolo we-phosphate;ukukhula okuqhumayo kwamabhethri e-iron phosphate nakho kunikeza ukwanda okubalulekile okukhulayo kwesidingo se-phosphate ore.
I-Capital Securities ithe imbangela yomzuliswano omusha wokwehla kwamandla emali emhlabeni wonke wumjikelezo wamandla okukhiqiza, okuhlanganisa nokusetshenziswa kwemali kwezimali okunganele eminyakeni engu-5-10 edlule yemithombo yezimbiwa, okuhlanganisa nokuntuleka kwezindleko ezinkulu esikhathini esidlule 5-10. iminyaka, futhi ukukhululwa komthamo omusha kuzothatha isikhathi eside.Ukushuba konyaka kwe-phosphorus ore kunzima ukudambisa.
Izibambiso zemithombo evulekile zikholelwa ukuthi ithrekhi entsha yamandla iqhubekile nokuchuma okuphezulu futhi ibilokhu inethemba mayelana nezinto ezitholakala phezulu nomfula njengamakhemikhali e-phosphorus isikhathi eside.
Isi-Aramid:Ukuqamba okusha ukuze kuzuzwe ibhizinisi elikhulayo
Ngokuthuthuka okusheshayo kwemboni yolwazi, i-aramid idonse ukunakwa emakethe yemali.
I-Aramid fiber ingenye yezintambo ezintathu ezisebenza kakhulu emhlabeni.Ifakiwe embonini kazwelonke yamasu asafufusa futhi iyisu lempahla esezingeni eliphezulu yokwesekwa kwezwe isikhathi eside.Ngo-April 2022, uMnyango Wezimboni Nobuchwepheshe Bolwazi kanye neKhomishini Kazwelonke Yokuthuthukiswa Nezinguquko ngokuhlanganyela bahlongoza ngokuhlanganyela ukuthi kuyadingeka ukuthuthukisa izinga lokukhiqizwa kwefayibha esebenza kahle kakhulu futhi kusekelwe ukusetshenziswa kwe-aramid emkhakheni wezinga eliphezulu.
I-aramid inezinhlobo ezimbili ezihlelekile ze-aramid kanye nemaphakathi, kanti indawo engezansi yomfula ihlanganisa izimboni zekhebula le-fiber.Idatha ikhombisa ukuthi ngo-2021, usayizi wemakethe ye-aramid yomhlaba wonke wawungama-US $ 3.9 billion, futhi kulindeleke ukuthi ukhuphuke ufinyelele ku-US $ 6.3 billion ngo-2026, ngesilinganiso sokukhula saminyaka yonke esingu-9.7%.
Eminyakeni yamuva nje, imboni yamakhebula e-fiber optical yaseShayina ithuthuke ngokushesha futhi yeqa endaweni yokuqala emhlabeni.Ngokwezibalo zoMnyango Wezimboni Nobuchwepheshe Bolwazi, ubude bentambo kazwelonke ye-optical cable ngo-2021 bufinyelele kumakhilomitha ayizigidi ezingama-54.88, kanti isidingo semikhiqizo ye-aramid ephezulu sasisondele kumathani angama-4,000, ama-90% awo asathembele kuwo. impahla evela kwamanye amazwe.Kusukela engxenyeni yokuqala ka-2022, ubude bentambo yentambo kazwelonke yafinyelela kumakhilomitha ayizigidi ezingu-57.91, okuwukunyuka ngo-8.2% ngonyaka.
I-Yangtze Securities, i-Huaxin Securities, kanye ne-Guosen Securities ikholelwa ukuthi mayelana nesicelo, izindinganiso zemishini yokuzivikela ephakathi kwe-aramid izothuthuka kancane kancane, futhi isidingo se-aramid emkhakheni wokuxhumana optical kanye nerabha izohlala iqinile. .Ngaphezu kwalokho, isidingo semakethe semakethe yokuhlanganisa i-lithium -electrodermilida sibanzi.Ngokusheshisa kwezinye izindlela ezifuywayo ze-aramid, izinga lokuhlala ekhaya esikhathini esizayo kulindeleke ukuthi likhule kakhulu, futhi amasheya omkhakha afanele afanele ukunakwa.
Isikhathi sokuthumela: Jan-10-2023