Nkhani Zotentha Zamakampani No.68——27 May 2022

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[Pharmacy] Winanyumbastic CDMO bizinesi ili ndi mphamvu zopangira malonda.

Pulojekiti yamalonda ya PD-1 ya CDMO enterprise Chime Biologics yapambana bwino kuyendera malo olembetsedwa ndi National Medical Products Administration ndi zigoli zambiri.Zogulitsa zake zatsala pang'ono kuvomerezedwa, ndikupangitsa kampaniyo kukhala bizinesi yachiwiri ya CDMO ku China yomwe ingachite ntchitoyi kuti ipange malonda.Pakadali pano, bizinesi ya biopharma CDMO ili munthawi yake yayikulu.Malinga ndi Frost Sullivan, msika wa CDMO waku China udzakula pa CAGR ya 38.1% ndipo akuyembekezeka kufika RMB 45.8 biliyoni pofika 2025.

Mfundo yofunika: Poyerekeza ndi zimphona zapadziko lonse lapansi za COMO, ma reactors amakampani apanyumba a COMO ali makamaka pamlingo wa 2000L komanso kuchuluka kwamayiko.The 15000L zosapanga dzimbiri riyakitala adzakhala njira yopambana tsogolo macromolecule CDMO.

[Semiconductor] Mphamvu ya ASPICE IGBT ikusowa, ndipo kusiyana pakati pa kupereka ndi kufunikira ndi kupitirira 50%.

Kuyika kwamagetsi pamagalimoto ndi luntha kumakula mwachangu, ndipo kuwonjezereka kwamphamvu kwamphamvu ya photovoltaic kumapangitsa kuti inverter IGBT ikufunika.Choncho, akuti kukula kwa msika wa IGBT ku China kudzafika madola 2.6 biliyoni pofika 2024. Pakalipano, msika wapadziko lonse umayendetsedwa ndi Ulaya ndi Japan.Liwiro lakukulitsa mphamvu ndilochepa, ndipo kusiyana pakati pa kupezeka ndi kufunikira kwa ASPICE IGBT kukukulirakulira.Kupita patsogolo pang'onopang'ono kwaukadaulo, kusowa kwakukulu, chitetezo chautundu, ndi zinthu zina zibweretsa mwayi kwamakampani aku China IGBT mtsogolomo.

Mfundo yofunika: Ndi kusintha kwa msika, opanga IGBT ku China amadzitamandira mwayi wachitukuko.BYDSemiconductor, CRRC Times Electric, Starpower Semiconductor, Silan, Macmic Science & Technology, ZhixinSemiconductor, ndi zina zotero, onse ali ndi mapulani okulitsa pamene akuwonjezera zoyesayesa za kafukufuku ndi chitukuko ndi kukonza njira zopangira.

[Kusungirako Mphamvu] Malo oyamba padziko lonse lapansi osawonjezera owonjezera oyatsira magetsi ayamba kugwira ntchito posachedwa, ndi chiyembekezo chachitukuko chofanana ndi posungira.

Posachedwapa, polojekiti ya National experimental, Jintan 60MW/ 300MWH Salt Save Compressed Air Energy Storage, inayamba ntchito yoyesera yolemetsa mosalekeza.Ntchitoyi utenga luso paokha opangidwa ndi Tsinghua University, zimathandizira kwambiri pa chitukuko ndi ntchito yaikulu ya makampani wothinikizidwa mpweya yosungirako China.Kusungirako mphamvu kwa mpweya woponderezedwa kumakhala ndi mphamvu yaikulu yoyikapo, nthawi yayitali yosungira mphamvu, komanso kuyendetsa bwino kwadongosolo, ndi moyo wa zaka 40-50.Pakalipano, mtengo wandalama wa 100MW woponderezedwa wosungirako mphamvu ya mpweya ndi pafupifupi yuan miliyoni 100, zomwe zikuyembekezeka kutsika ndi 30% pambuyo pakukula kwa mafakitale akuluakulu.

Mfundo yofunika: Ukadaulo wotsogola wophatikizika wosungira mphamvu zamagetsi wa mazana a megawati ndi pamwambapa ndiye chisankho chabwino kwambiri pakukula kwa msika waukulu komanso wautali wautali.Pakalipano, pali makampani oposa khumi omwe ali ndi bizinesi yoyenera, kuphatikizapo Sunway Chemical Group, Yunnan Energy Investment, Shaangu Power, ndi zina zotero.

[Hydrogen] Great Wall Motor ilimbikitsa mtundu watsopano wamagalimoto onyamula mafuta.SAIC imamveketsa ukadaulo wophatikizira magetsi-hydrogen.

Great Wall Motor yamaliza kukonza zinthu zamagalimoto onyamula mafuta.Kampani yake yamafuta amafuta yamaliza ndalama zokwana 900 miliyoni za yuan, ndikuyika ndalama zochulukirapo kuposa 4 biliyoni.Pamsonkhano wapachaka wa omwe ali ndi masheya mu 2021, SAIC idavumbulutsa maziko atatu aukadaulo wamagalimoto, kuphatikiza mawonekedwe ophatikizika a "SAIC Xinghe" magetsi-hydrogen, ndipo adazindikira mphamvu ya hydrogen ngati njira yayikulu yaukadaulo munthawi yamagetsi.

Mfundo yofunika: Deta ya kafukufuku imaneneratu kuti mphamvu yotulutsa mphamvu ya hydrogen ku China idzafika 800 biliyoni ya yuan pofika 2025. Ndipo chiwerengero cha magalimoto oyendetsa mafuta chikuyembekezeka kufika 76,000 ndi 2025 ndi 200,000 pofika 2030.

[Chemical fiber] Mitengo ya Spandex yatsika kuposa 40% mu theka la chaka, ndipo makampani akuneneratu kuti adzakhalabe otsika.

Mu 2021, kufunikira kwapakhomo kwa spandex kunali matani 769,000, ndikukula kwa chaka ndi 14.9%.Mu Ogasiti chaka chimenecho, mtengo wa spandex unakwera mpaka 80,000/tani.Kukhudzidwa ndi zinthu zingapo, mtengo wa spandex watsikira ku 46,500 yuan / tani, kutsika kuposa 40%.M'kanthawi kochepa, mitengo ikuyembekezeka kukhazikika pomwe mliri ukukulirakulira ndikuyambiranso.Komabe, mitengo ya spandex ikuyembekezeka kukhalabe yotsika chifukwa chakusowa kokwanira.

Mfundo yofunika: Pakalipano, makampaniwa ali ndi vuto lotopa.Kuthamanga kwa zinthu zambiri kumakhala kovuta kuti muchepetse.Mabizinesi ang'onoang'ono ndi apakatikati atha kuyamba ntchito, ndipo mabizinesi akulu akulu sanayambitsenso kupanga popanda mizere yatsopano yokwanira.Mtengo wazinthu zazikulu zopangira, BDO, sunagwere pansi.Zikuyembekezeka kuti mtengo wa spandex udzatsikanso.

Zomwe zili pamwambazi zikuchokera ku media media kuti mungogwiritsa ntchito.


Nthawi yotumiza: Jun-08-2022

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