[Kayan Kemikal] Ana sa ran ɗanɗani mai ɗaukar zafi zai tashiaggintare da taimakon sabbin motocin makamashi.
Tare da haɓaka aiwatar da saurin cajin sabbin motocin makamashi da haɓaka ƙarfin ƙarfin batura, ana gabatar da buƙatu mafi girma don sarrafa thermal.Abubuwan da ke sarrafa zafin jiki da kuma kayan hana zafi a cikin sabbin motocin makamashi suna haifar da haɓakar buƙatu.Fa'ida daga fitowar tsarin baturi na CTP, adhesives na thermal conductive/structural adhesives suna da kasuwa mai yawa.An kiyasta cewa darajar mannen thermal/structural adhesives a cikin motocin da aka samar da CTP zai tashi daga RMB 200-300 / abin hawa a cikin masana'antar gargajiya zuwa RMB 800-1000 / abin hawa.Wasu cibiyoyi sun yi hasashen cewa adhesives na kera motoci na ƙasa/na duniya da kasuwar sassan za su kai kusan RMB 15.4/34.2 biliyan nan da 2025.
Mabuɗin Maɓalli:Abubuwan da ake amfani da su na mannen motoci na gargajiya sun fi epoxy resin da acrylic acid, amma ƙarancin elasticity ɗin su ba zai iya biyan buƙatun numfashi na batura masu ƙarfi ba.Tsarin polyurethane da silicone tare da babban elasticity da ƙarfin mannewa ana tsammanin za su mamaye kasuwa kuma su amfana da kamfanonin sinadarai masu dacewa.
[Photovoltaic] Buƙatun photovoltaic yana motsa trichlorosilane don tashi.
Babban aikace-aikacen trichlorosilane (SiHCl3) shine polysilicon da ake amfani dashi a cikin sel na hasken rana, kuma shine ainihin albarkatun ƙasa don samar da polysilicon.Tasiri da saurin girma na buƙatun hoto, farashin PV-grade SiHCl3 ya tashi daga RMB 6,000 / ton zuwa RMB 15,000-17,000 / ton tun wannan shekara.Kuma masana'antun polysilicon na cikin gida suna haɓaka cikin sauri a yanayin canjin makamashin kore.An kiyasta buƙatun PV-grade SiHCl3 ton 216,000 da tan 238,000 a cikin shekaru biyu masu zuwa.Ana iya ƙara gazawar SiHCl3.
Mabuɗin Maɓalli:Ana sa ran za a samar da "50,000 ton / shekara SiHCl3 aikin" na jagoran masana'antu Sunfar Silicon a cikin kashi na uku na wannan shekara, kuma kamfanin yana shirin "72,200 tons / year SiHCl3".Bugu da kari, yawancin kamfanoni da aka jera a cikin masana'antar suna da tsare-tsaren fadada SiHCl3 na PV.
[LithiumBAttery] Kayan cathode yana bincika sabon alkiblar ci gaba, kuma lithium manganese ferro phosphate yana haifar da damar ci gaba.
Lithium manganese ferro phosphate yana da babban ƙarfin lantarki, ƙarfin ƙarfin ƙarfi, kuma mafi kyawun yanayin zafi fiye da lithium ferro phosphate.Nanominiaturization, shafi, doping, da ƙananan matakan sarrafa sifofi a hankali suna haɓaka haɓakar LMFP, lokutan sake zagayowar, da sauran gazawar ta ɗaya ko haɗin kai.A halin yanzu, yayin da tabbatar da aikin lantarki na kayan, haɗa LMFP tare da kayan ternary na iya rage farashin sosai.Manyan kamfanonin batir na cikin gida da kamfanonin cathode suna haɓaka ajiyar haƙƙin mallaka kuma sun fara shirin samarwa da yawa.Gabaɗaya, haɓaka masana'antu na LMFP yana ƙaruwa.
Mabuɗin Maɓalli:Yayin da yawan makamashi na lithium ferro phosphate ya kusan kai ga ƙarshe, lithium manganese ferro phosphate na iya zama sabon alkiblar ci gaba.A matsayin ingantaccen samfurin lithium ferro phosphate, LMFP yana da kasuwa mai fa'ida a gaba.Idan LMFP ya fara samar da yawan jama'a da aikace-aikace, yana iya haɓaka buƙatar manganese mai darajar baturi.
[Marufi] Tesa, babban mai kera kaset na duniya, ya ƙaddamar da tef ɗin marufi na rPET.
Tesa, babban mai ba da mafita na tef ɗin mannewa a duniya, ya faɗaɗa kewayon kaset ɗin marufi mai ɗorewa tare da ƙaddamar da sabbin kaset ɗin rPET.Don rage amfani da robobin budurwowi, samfuran PET da aka yi amfani da su, gami da kwalabe, ana sake yin fa'ida kuma ana amfani da su azaman albarkatun kasa don kaset, tare da 70% na PET suna zuwa daga sake amfani da masu amfani da baya (PCR).
Mabuɗin Maɓalli:Tef ɗin marufi na rPET ya dace da marufi mai haske zuwa matsakaicin nauyi har zuwa 30kg, tare da ƙaƙƙarfan goyan baya, juriya mai jurewa da abin dogaro da daidaiton matsa lamba acrylic m.Ƙarfin ƙarfinsa yana sa shi kwatankwacin PVC ko kaset na polypropylene (BOPP).
[Semiconductor] Kattai na masana'antu suna gasa don Chiplet.Fasahar marufi ta ci gaba tana samun ci gaba.
Chiplet yana haɗa ƙananan kwakwalwan kwamfuta na zamani don cimma tsarin haɗaɗɗun nau'ikan, ba da damar hanyoyin ci gaba yayin rage farashin masana'antu.Wata sabuwar fasaha ce a zamanin baya-bayan Moore, wacce aka fi amfani da ita a cibiyoyin bayanai da kuma kasuwannin masu amfani da lantarki, wanda ake sa ran girman kasuwar zai kai dala biliyan 5.8 a shekarar 2024. AMD, Intel, TSMC, Nvidia, da sauran jiga-jigan sun shiga. filin.JCET da TONGFU suma suna da shimfidar wuri.
Mabuɗin Maɓalli:Kasuwa za ta buƙaci tsarin ma'ajiya da haɗa kwamfuta.Fasahar tattara kayan masarufi da Chiplet ke jagoranta za ta mamaye wani muhimmin sashi a wannan filin.
[Carbon Fiber] An isar da saitin farko na manyan layukan samar da fiber carbon fiber na kasar Sin.
Kwanan nan na Shanghai Petrochemical na Sinopec ya ba da layin samar da fiber na carbon na farko na farko, kuma an shigar da kayan aikin gabaɗaya.Shanghai Petrochemical ita ce kamfani na farko na cikin gida da kuma na hudu a duniya don ƙware fasahar samar da fiber carbon mai girma.Tare da yanayin samarwa iri ɗaya, babban-tow carbon fiber na iya haɓaka iya aiki da ingantaccen aiki na fiber guda ɗaya da rage farashi, don haka keta iyakokin aikace-aikacen fiber carbon saboda babban farashinsa.
Mabuɗin Maɓalli:Fasahar fiber carbon tana da tsauraran shingaye na fasaha.Fasahar fiber carbon fiber ta Sinopec tana da nata ikon mallakar fasaha, tare da haƙƙin mallaka 274 da suka dace da izini 165, wanda ke matsayi na ɗaya a China kuma na uku a duniya.
Lokacin aikawa: Agusta-20-2022