[Pharmacy] ʻO kekahidomeLoaʻa i ka ʻoihana CDMO ka mana hana pāʻoihana.
ʻO ka papahana kālepa PD-1 o ka ʻoihana CDMO ʻo Chime Biologics ua holo kūleʻa i ka nānā ʻana i ka pūnaewele no ka hana i hoʻopaʻa inoa ʻia e ka National Medical Products Administration me nā helu kiʻekiʻe.Ua kokoke e ʻae ʻia kāna hana pāʻoihana, e hana ana i ka ʻoihana i ka lua o ka ʻoihana CDMO ma Kina e hiki ke hana i ka papahana i ka hana ʻoihana.I kēia manawa, aia ka ʻoihana biopharma CDMO i kāna manawa nui.Wahi a Frost Sullivan, e ulu ana ka mākeke CDMO o Kina ma ka awelika CAGR o 38.1% a manaʻo ʻia e hōʻea i RMB 45.8 biliona e 2025.
Kuhi nui: Hoʻohālikelike ʻia me nā pilikua COMO honua, ʻo nā reactors o ka hui COMO kūloko ka nui ma ka pālākiō o 2000L a me ka mokuʻāina keu.ʻO ka 15000L stainless steel reactor e lilo i alakaʻi holomua o ka macromolecule CDMO e hiki mai ana.
[Semiconductor] ʻAʻole lawa ka mana ASPICE IGBT, a ʻoi aku ka ʻokoʻa ma waena o ka lako a me ka noi ma luna o 50%.
Ke ulu wikiwiki nei ka electrification automotive a me ka naʻauao, a ʻo ka piʻi wikiwiki ʻana o ka hiki ke hoʻokomo i ka photovoltaic e hopena i ka piʻi ʻana o ka noi IGBT inverter.No laila, ua manaʻo ʻia ʻo ka nui o ka mākeke o IGBT ma Kina e piʻi i ka 2,6 biliona kālā e 2024. I kēia manawa, ua monopoli ʻia ka mākeke honua e ʻEulopa a me Iapana.Ua kaupalena ʻia ka wikiwiki o ka hoʻonui ʻia ʻana, a ke hoʻomau nei ka hoʻonui ʻia o ka hakahaka ma waena o ka lako a me ke koi o ASPICE IGBT.ʻO ka holomua o ka ʻenehana lohi, ka hemahema nui, ka palekana o ke kaulahao, a me nā mea ʻē aʻe e lawe mai i nā manawa no ka ʻoihana IGBT Kina i ka wā e hiki mai ana.
Kuhi nui: Me ka hoʻololi ʻana i ke ʻano o ka mākeke, kaena nā mea hana IGBT ma Kina i nā manawa hoʻomohala.BYDSemiconductor, CRRC Times Electric, Starpower Semiconductor, Silana, Macmic Science & Technology, ZhixinSemiconductor, a me nā mea ʻē aʻe, loaʻa nā hoʻolālā hoʻonui i ka wā e hoʻonui ai i ka noiʻi a me ka hoʻomohala ʻana a me ka hoʻomaikaʻi ʻana i ke kaʻina hana.
[Energy Storage] E hoʻomaka koke ka hale mana hoʻopaʻa ikehu hoʻopiha ʻole o ka honua i ka hana pāʻoihana, me ka manaʻo hoʻomohala e like me ka waihona puna.
I kēia mau lā, ua hoʻomaka ka papahana hōʻike hōʻike hoʻokolohua National, Jintan 60MW/ 300MWH Salt Save Compressed Air Energy Storage, i hoʻomaka i ka hana hoʻokolohua hoʻomau a piha piha.Hoʻohana ka papahana i ka ʻenehana i hoʻomohala kūʻokoʻa e ke Kulanui ʻo Tsinghua, kōkua nui i ka hoʻomohala ʻana a me ka hoʻohana nui ʻana o ka ʻoihana mālama ʻana i ka ikehu ea koʻikoʻi o Kina.ʻO ka mālama ʻana i ka ikehu ea i hoʻopaʻa ʻia he mana nui i hoʻokomo ʻia, ka lōʻihi o ka mālama ʻana i ka ikehu, a me ka pono ʻōnaehana kiʻekiʻe, me ke ola o 40-50 mau makahiki.I kēia manawa, ʻo ke kumukūʻai kūʻai o 100MW compressed air energy storage ma kahi o 100 miliona yuan, i manaʻo ʻia e hoʻemi ʻia e 30% ma hope o ka ʻoihana nui.
Kuhi nui: ʻO ka ʻenehana hoʻopaʻa ʻana i ka ikehu ea i hoʻopaʻa ʻia i nā haneli o nā megawatts a ma luna aʻe ka koho maikaʻi loa no ka ʻenehana mālama ʻana i ka ikehu nui a me ka wā lōʻihi.I kēia manawa, ʻoi aku ma mua o ʻumi mau ʻoihana me nā ʻoihana kūpono, me ka Sunway Chemical Group, Yunnan Energy Investment, Shaangu Power, a pēlā aku.
E hoʻolaha ʻo [Hydrogen] Great Wall Motor i kahi hōʻailona kaʻa kaʻa wahie hou.Hoʻomaopopo ka SAIC i ka ʻenehana hoʻohui uila-hydrogen.
Ua hoʻopau ʻo Great Wall Motor i ka hoʻolālā huahana no nā kaʻa holo kaʻa wahie.Ua hoʻopau kāna ʻoihana wahie he 900 miliona yuan, me ka helu ʻana ma hope o ka hoʻokomo kālā ʻana ma mua o 4 biliona yuan.Ma ka hālāwai nui makahiki o nā mea kuleana ma 2021, ua hōʻike ʻo SAIC i ʻekolu kumu ʻenehana kaʻa, me ka "SAIC Xinghe" uila-hydrogen integrated structure, a ʻike ʻia ka ikehu hydrogen ʻo ke ala ʻenehana mua i ka wā o ka electrification.
Kuhi nui: Hōʻike ka ʻikepili noiʻi e piʻi ana ka waiwai hoʻopuka o ka ikehu hydrogen ma Kina i 800 billion yuan ma 2025. A ʻo ka helu o nā kaʻa wahie e manaʻo ʻia e hiki i 76,000 ma 2025 a me 200,000 ma 2030.
[Chemical fiber] Ua hāʻule nā kumukūʻai Spandex ma mua o 40% i ka hapalua makahiki, a wānana ka ʻoihana e haʻahaʻa.
I ka makahiki 2021, ʻo 769,000 tons ka koi kūloko no ka spandex, me ka ulu ʻana o ka makahiki he 14.9%.I ʻAukake o kēlā makahiki, ua piʻi ke kumukūʻai o ka spandex i 80,000/ton.Hoʻopilikia ʻia e nā kumu he nui, ua hāʻule ke kumukūʻai spandex i 46,500 yuan / ton, ma lalo o 40%.I ka wā pōkole, manaʻo ʻia e kūpaʻa nā kumukūʻai i ka wā e hoʻomaikaʻi ai ka maʻi maʻi a hoʻomaka hou ka logistic.Eia naʻe, manaʻo ʻia e haʻahaʻa nā kumukūʻai spandex ma muli o ke koi ʻino.
Kuhi nui: I kēia manawa, aia ka ʻoihana i loko o kahi kūlana luhi.He mea paʻakikī ke hoʻomaʻemaʻe i ke kaomi waiwai nui.Hiki i nā ʻoihana liʻiliʻi a liʻiliʻi ke hoʻomaka i ka hana, a ʻaʻole i hoʻomaka hou kekahi mau ʻoihana poʻo i ka hana me ka lawa ʻole o nā laina hou.ʻAʻole i hāʻule i lalo ke kumukūʻai o ka mea maka nui, BDO.Manaʻo ʻia e hāʻule pū ke kumukūʻai spandex.
ʻO ka ʻike ma luna nei mai ka lehulehu media no ka ʻike wale nō.
Ka manawa hoʻouna: Jun-08-2022