[Tshiab Zog] Cov khoom siv lithium hauv tsev tso tawm yuav tshwm sim.Lub zog tshiabtseem yuav muaj kev loj hlob tsis tu ncua xyoo no.
Kev lag luam peev loj hlob los ntawm 10.4% nyob rau lub Rau Hli, tswj hwm kev loj hlob zoo.Ntawm tag nrho cov kev lag luam tawm tshiab, photovoltaic, lub peev xwm tshiab ntawm lub zog cua, thiab cov tsheb tshiab-zog muag txuas ntxiv txhim kho.Hnub ci, cua, lithium, thiab semiconductor industries tau dhau los ua qhov tseem ceeb ntawm kev loj hlob ntawm kev tshawb fawb thiab thev naus laus zis, thiab cov cuab yeej siv peev txheej kev tshaj tawm yuav tshwm sim hauv lub xyoo thib ob.Hais txog txoj cai, Tuam Tshoj txhawb txoj kev loj hlob ntawmlub zog tshiab.Cov thev naus laus zis hauv tsev tau nce siab thiab ywj pheej tswj tau kev lag luam chains yuav tsum tau coj mus rau qhov kev loj hlob tshiab.
Ntsiab Lus:.Qhov tsis txaus ntawm cov khoom siv lithium yuav txuas ntxiv rau xyoo no.CATL tau pib ib puag ncig tshiab ntawm kev nthuav dav loj, thiab cov khoom siv lithium tab tom ntsib qhov kev sib tw tso tawm hauv ib nrab xyoo ntawm lub xyoo.Photovoltaic thiab cua fais fab tseem muaj kev nqis peev ntau, nrog kev nthuav dav tseem ceeb hauv tag nrho kev lag luam saw.』
[Robotics] Kev sib koom tes hauv tsev neeg hlau tshwm sim.Temasek, Saudi Aramco thiab lwm tus ua tus thawj coj ntawm kev lag luam nyiaj txiag loj tshaj plaws.
Kev sib koom tes neeg hlau feem ntau hu ua robotic caj npab, uas yog me me thiab hloov tau yooj yim, yooj yim rau kev xa tawm, thiab tus nqi qis.Lawv tau tsim los ua kom yooj yim dua thiab kev txawj ntse thiab yuav siv rau hauv 3C thiab kev lag luam tsheb ua ke nrog kev pom AI thev naus laus zis.Txij li thaum xyoo 2013, "plaub tsev neeg" ntawm kev lag luam neeg hlau, Yaskawa Electric, ABB, Kuka, Fanuc, tau nkag mus rau hauv thaj chaw.Cov lag luam hauv tsev xws li JAKA, AUBO, Gempharmatech, thiab ROKAE tau tsim, thiab Siasun, Han's Motor, thiab Techman tau tsim cov khoom tsim tawm tus kheej.Kev lag luam tau ushered nyob rau hauv ib lub sij hawm ntawm kev loj hlob sai.
Ntsiab Lus:.Raws li Daim Ntawv Qhia Txog Kev Txhim Kho ntawm Tuam Tshoj Collaborative Robot Technology 2022, thoob ntiaj teb kev sib koom tes neeg hlau muag ze li ntawm 50,000 units hauv 2021, nce 33%.Nyob rau hauv cov nqe lus ntawm kev lag luam saw, muaj muaj sib txawv me ntsis nyob rau hauv lub upstream core Cheebtsam thiab industrial robots nrog ib nrab localization.』
[Chemical] Fluorine tshuaj loj tshaj tawm lwm qhov 10,000-tuj expansion project.Tuam Tshoj cov khoom siv hluav taws xob-qib fluorine yuav tsum mus thoob ntiaj teb.
Cov peev txheej cuam tshuam los ntawm cov tuam txhab sau npe Do-fluoride tau tshaj tawm tias nws cov khoom siv high-end, G5 hluav taws xob qib hydrofluoric acid, yuav raug muab tso rau hauv kev tsim khoom hauv ib nrab xyoo thib ob rau 10,000-ton expansion project tom qab dhau qhov kev txheeb xyuas ntawm cov neeg loj hauv ntiaj teb hauv wafer kev tsim khoom.Electronic qib hydrofluoric acid yog ib qho ntawm high-purity ntub hluav taws xob chemicals, dav siv nyob rau hauv loj-scale integrated circuits, nyias-film crystal zaub, semiconductors, thiab lwm yam microelectronics industries.Nws yog tsuas yog siv rau tu thiab corrosion chips, raws li ib tug analytical reagent, thiab npaj high-purity fluorine-muaj tshuaj.12-nti wafer tsim feem ntau yuav tsum tau G4 lossis siab dua, piv txwv li, G5 qib hydrofluoric acid.
Ntsiab Lus:.Tuam Tshoj tau dhau los ua lub ntiaj teb loj dua cov kua siv lead ua kua zaub (LCD) kev lag luam hauv paus, nrog kev xav tau ntau ntxiv rau cov tshuaj siv hluav taws xob siv los ntxuav thiab etching cov neeg ua haujlwm rau kev sib koom ua ke (ICs), cov yeeb yaj kiab ua kua siv lead ua kua (TFT-LCDs), thiab semiconductors.Tseem muaj ntau chav rau kev loj hlob mus ntev.』
[Semiconductor] Substation Secondary cov cuab yeej paub txog kev ywj pheej thiab tswj tau "hauv tsev nti".
Cov khoom siv thib ob substation feem ntau saib xyuas cov cuab yeej tseem ceeb, nrog rau kev ua haujlwm xws li kev tau txais cov ntaub ntawv, kev ua haujlwm, thiab kev sib txuas lus.Nws yog "lub hlwb ntse" rau daim phiaj fais fab.Nrog rau cov txheej txheem digital, muaj ze li kaum lab units nrog kev tiv thaiv relay, automation, kev tiv thaiv kev nyab xeeb ntawm cov ntaub ntawv thiab kev sib txuas lus, thiab lwm yam khoom siv tseem ceeb.Tab sis nws cov tswv tswj chips tau ntev tau nyob ntawm kev xa khoom.Tsis ntev los no, cov khoom siv chip-based substation ntsuas thiab tswj tau dhau qhov kev lees paub, paub txog kev hloov pauv hauv hluav taws xob hluav taws xob muaj kev tswj hwm thiab muaj txiaj ntsig zoo lav lub teb chaws thiab daim phiaj kev ruaj ntseg.
Ntsiab Lus:.Localization ntawm tus tswv tswj chips rau lub zog thiab lub zog yog qhov tseem ceeb rau lub teb chaws cov ntaub ntawv kev ruaj ntseg thiab kev lag luam tswj.Nws yuav nyiam ntau manufacturers yav tom ntej.』
[Cov Khoom Siv Hluav Taws Xob] PET cov ntawv ci tooj liab sib xyaw yog npaj rau kev txhim kho, thiab cov khoom siv pib ua ntej.
PET composite tooj liab ntawv ci zoo ib yam li "sandwich" qauv ntawm cov khoom siv roj teeb.Cov txheej txheem nruab nrab yog 4.5μm-thick PET, PP puag zaj duab xis, txhua tus nrog 1μm tooj liab ntawv nyiaj plating.Nws muaj kev nyab xeeb zoo dua, muaj zog ntau dua, thiab lub neej ntev dua, nrog rau kev ua lag luam zoo heev.Cov khoom siv ntau lawm yog qhov tseem ceeb hauv kev lag luam ntawm PET tooj liab ntawv ci.Kev ua lag luam ua ke rau cov khoom siv tooj liab plating / sputtering loj yuav tsum kwv yees li RMB 8 billion hauv 2025, nrog CAGR ntawm 189% txij xyoo 2021 txog 2025.
Ntsiab Lus:.Nws tau tshaj tawm tias Baoming Technology npaj siab nqis peev 6 billion yuan hauv kev tsim lub hauv paus ntawm lithium composite tooj liab ntawv ci, ntawm 1.15 billion yuan yuav nqis peev rau thawj theem.PET composite copper foil kev lag luam muaj qhov tseeb thiab muaj kev cia siab rau yav tom ntej, nrog rau cov ntawv loj loj npaj los tsim.Cov thawj coj ntawm cov cuab yeej cuab tam yuav tsum yog thawj tus tau txais txiaj ntsig.』
Cov ntaub ntawv saum toj no yog los ntawm kev tshaj tawm pej xeem thiab tsuas yog siv rau kev siv xwb.
Post lub sij hawm: Aug-12-2022