Kev Lag Luam Kub Xov Xwm —— Issue 076, 22 Lub Xya Hli 2022

poob qis
[Cua Hwjchim] Lub patent ntawm cua fais fab carbon fiber yog hais txog yuav tas mus li, thaum daim ntawv thov ntawm kev lag luam saw yog nce zuj zus.
Nws tau tshaj tawm tias cov khoom siv hluav taws xob cua loj loj Vestas 'core patent ntawm cov pa roj carbon fiber ntau rau cov tshuab hluav taws xob cua, cov txheej txheem pultrusion yuav tas rau hnub tim 19 lub hlis no.Ntau lub tuam txhab lag luam hauv tsev, suav nrog Mingyang Intelligent, Sinoma Technology, thiab Lub Sijhawm Tshiab Cov Khoom Siv, tau tso tawm cov pa roj carbon fiber ntau cov kab ntau lawm, thiab cov khoom yuav raug qhia rau kev ua lag luam.Cov ntaub ntawv qhia tau hais tias lub ntiaj teb cov pa roj carbon fiber ntau siv rau cua fais fab hniav mus txog 33,000 tons hauv 2021 thiab xav tias yuav ncav cuag 80,600 tons hauv 2025, ntawm CAGR ntawm 25%.Tuam Tshoj cov pa roj carbon fiber ntau xav tau rau cov cua tshuab hluav taws xob suav txog 68% ntawm lub ntiaj teb kev ua lag luam.
Ntsiab Lus:Ua tsaug rau qhov kev loj hlob sai ntawm cov cua fais fab kev teeb tsa nyob rau hauv keeb kwm yav dhau los ntawm lub ntiaj teb cov pa roj carbon nruab nrab thiab kev nkag mus ntawm cov pa roj carbon fiber ntau hauv cov hniav loj, cov hniav yuav tseem yog lub cav tseem ceeb tsav kev loj hlob ntawm cov pa roj carbon fiber ntau.

[Lub zog hluav taws xob] Virtual fais fab nroj tsuag muaj peev xwm ua lag luam zoo thiab kev lag luam yav tom ntej.
Lub tshuab hluav taws xob virtual (VPP) sib sau ua ke txhua yam kev hloov pauv hloov pauv hluav taws xob thiab thauj khoom los ntawm digital txhais tau tias, nqus lub zog cia thiab tso tawm hluav taws xob muag.Tsis tas li ntawd, nws phim cov peev txheej hluav taws xob los ntawm kev ua lag luam thiab kev xav tau los txhim kho kev ua tau zoo ntawm kev xa hluav taws xob thiab kev xa tawm.Nrog rau kev nkag mus ntawm cov chaw tsim hluav taws xob virtual, qhov kev faib ua feem ntawm kev tswj hwm cov khoom siv hluav taws xob virtual yuav tsum ncav cuag 5% hauv xyoo 2030. CICC kwv yees tias Tuam Tshoj txoj kev lag luam hluav taws xob virtual yuav tsum ncav cuag kev lag luam ntawm 132 billion yuan hauv 2030.
Ntsiab Lus:Lub Xeev Lub Hwj Chim Rixin Tech hloov mus rau qhov kev sib tham sib tham los yog lub platform ntawm "'kev twv txiaj ntxiv rau kev lag luam hluav taws xob / pab pawg tswj thiab kev hloov kho / kev tswj hwm lub zog khaws cia" thiab nthuav tawm cov kev lag luam ntse thiab kev tswj hwm ntawm cov chaw tsim hluav taws xob virtual.Lub tuam txhab tau tsaws ob txoj haujlwm hauv Hebei thiab Shandong hauv daim teb no.

[Cov khoom siv] Raws li thaj tsam 100 billion qib ntawm lub sijhawm,tsiaj nojteeb tawm ib nthwv dej ntawm IPO.
Txij li thaum muaj tus kab mob sib kis peb xyoos dhau los, "tus tsiaj kev lag luam" tau rov qab los, dhau los ua thaj chaw ntawm txoj hauv kev nrog kev loj hlob zoo tshaj plaws thiab ruaj khov thiab feem ntau nyiam los ntawm kev nqis peev.Hauv 2021, muaj 58 qhov nyiaj txiag tshwm sim hauv kev lag luam tsiaj hauv tsev.Ntawm lwm tus,tsiaj nojyog qhov chaw lag luam loj tshaj plaws, tus cwj pwm los ntawm kev yuav khoom pheej yig, tsis tshua muaj nqi rhiab heev, thiab muaj zog stickiness.Kev lag luam loj tau mus txog 48.2 billion yuan hauv 2021, thiab qhov sib xyaw ua ke ntawm kev loj hlob txhua xyoo hauv tsib xyoos tsis ntev los no tau nce mus txog 25%.Meanwhile, qhov tsawg concentration ntawm Tuam Tshoj tustsiaj nojkev lag luam qhia txog kev sib tw tsis sib haum xeeb.
Ntsiab Lus:Tam sim no, Petpal Pet Nutrition Technology, Tuam Tshoj Tsiaj Khoom Noj, thiab Yiyi Hygiene Products tau teev nyob rau ntawm A-share.Luscious tau teev nyob rau hauv Beijing Tshuag txauv shares hauv North Exchange, thiab e-lag luam tsiaj hom Boqii tau teev nyob rau hauv New York Tshuag Txauv hauv Tebchaws Meskas.Lwm lub npe xws li Biregis, Care, thiab Gambol Pet Group tab tom ntaus IPO.

[Auto Parts] Qhov kev thov nce ntxiv rau cov khoom siv tsheb sib txuas nthuav dav qhov chaw loj hlob, thiab cov khoom lag luam ywj pheej ushers hauv txoj hauv kev loj hlob.
Nrog rau kev nkag mus sai ntawm cov tsheb tshiab lub zog, lub network ntse tau nce mus sai, thiab kev xav tau ntau dua tau muab tso rau pem hauv ntej rau cov ntaub ntawv kis tus nqi thiab lwm yam kev ua haujlwm ntawm cov khoom sib txuas.Thaum cov ntaub ntawv kis tau tus mob tau maj mam txhim kho, nws tseem yuav tsum muaj kev ruaj ntseg siab, tiv thaiv kev cuam tshuam, kev kub siab ua haujlwm, thiab lwm yam khoom.Qee lub koom haum kwv yees tias qhov ntim khoom ntim ua ntej ntawm Tuam Tshoj txoj kev sib txuas ceev uas txhawb nqa cov neeg caij tsheb yuav tsum ncav cuag 13.5 billion yuan hauv 2025. Qhov kev loj hlob ntawm cov khoom lag luam yuav tsum ncav cuag 19.8% hauv 2021-2025.
Ntsiab Lus:Qee lub tuam txhab tsheb sib txuas hauv zos hauv Suav teb tau lees paub los ntawm lub ntiaj teb cov tuam txhab tsheb pib, suav txog ze li ib feem peb ntawm kev ua lag luam.Auto connector manufacturers yuav ua rau lub sijhawm tseem ceeb nrog kev txhawb nqa txoj cai thiab kev nce ntawm lub zog tshiab.

[Metallurgy] Lub peev xwm tshiab ntawm lub hnub ci-cua hluav taws xob tsav tsheb hloov pauv qhov kev thov rau cov nplej-taw qhia txog silicon steel.
Grain-oriented silicon steel yog dav siv nyob rau hauv transformers, photovoltaic, cua zog, tsav motors ntawm tshiab zog tsheb, thiab lwm yam teb.Ntawm lwm tus, cua fais fab thiab photovoltaic yuav tsum suav rau 78% ntawm transformers 'nce grain-oriented silicon steel noj nyob rau hauv 2025. Vim muaj teeb meem xws li technology thiab patent tiv thaiv, ntau lawm muaj peev xwm yog concentrated nyob rau hauv Asia, Europe, thiab lub Americas.Tuam Tshoj cov khoom siv tseem ceeb ntawm high-sib nqus hlau-taw qhia silicon steel cia siab rau kev xa khoom.Nrog rau kev tsim kho ntawm kev hloov pauv hluav taws xob, lub zog tshiab, kev tsheb ciav hlau ceev, thiab cov chaw khaws ntaub ntawv, qhov kev thov rau cov nplej-taw qhia txog silicon steel thiab cov khoom siv sib kis thiab xa tawm yuav tau tsav ntxiv.
Cov ntsiab lus tseem ceeb:Raws li kev cuam tshuam ntawm kev lag luam "'ob npaug carbon", qhov kev thov rau cov khoom siv hluav taws xob muaj zog tau nce zuj zus.Nws tau kwv yees tias nyob rau lub sijhawm 14th Tsib Xyoo Kev Npaj, Tuam Tshoj yuav muaj 690,000 tons / xyoo ntau ntawm cov nplej-taw qhia txog silicon steel muaj peev xwm, feem ntau yog nyob rau hauv kev lag luam ntawm high-magnetic grain-oriented silicon steel khoom.Lub sijhawm xa khoom feem ntau yuav yog xyoo 2024.

Cov ntaub ntawv saum toj no yog los ntawm kev tshaj tawm qhib thiab rau kev siv nkaus xwb.


Post lub sij hawm: Aug-01-2022

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