[Pharmacy] Imwedomestic CDMO bhizinesi rine bhizimusi rekugadzira.
Chirongwa chePD-1 chekushambadzira cheCDMO bhizinesi Chime Biologics chakabudirira kupasa ongororo yesaiti yekugadzirwa kwakanyoreswa neNational Medical Products Administration ine zvibodzwa zvepamusoro.Kugadzirwa kwayo kwekutengesa kwave kuda kubvumidzwa, zvichiita kuti kambani ive yechipiri CDMO bhizinesi muChina iyo inogona kuita chirongwa ichi kugadzirwa kwekutengesa.Parizvino, iyo biopharma CDMO bhizinesi iri munguva yayo yekutanga.Sekureva kwaFrost Sullivan, musika weChina weCDMO uchakura paavhareji CAGR ye38.1% uye inotarisirwa kusvika RMB 45.8 bhiriyoni panosvika 2025.
Pfungwa huru: Kuenzaniswa nevepasi rose COMO hofori, iyo yepamba COMO kambani maactor anonyanya muchiyero che2000L uye yakawandisa nyika.Iyo 15000L Stainless simbi reactor ichava nzira yekufambisa yeramangwana macromolecule CDMO.
[Semiconductor] Iyo ASPICE IGBT huwandu huri kushomeka, uye gaka riri pakati pekupa uye kudiwa riri pamusoro pe50%.
Iyo mota yemagetsi uye hungwaru inokura nekukurumidza, uye kukurumidza kukurumidza kweiyo photovoltaic yakaiswa kugona kunoguma mukuvhiya kwe inverter IGBT inoda.Nokudaro, inofungidzirwa kuti ukuru hwemusika we IGBT muChina huchasvika 2.6 mabhiriyoni emadhora ne2024. Parizvino, misika yepasi rose inotungamirirwa neEurope neJapan.Iyo yekumhanyisa yekuwedzera simba ishoma, uye gaka riri pakati pekupa uye kudiwa kwe ASPICE IGBT rinoramba richikura.Iyo inononoka tekinoroji kufambira mberi, kushomeka kwakakomba, kuchengetedza cheni, uye zvimwe zvinhu zvinounza mikana yeChinese IGBT indasitiri mune ramangwana.
Pfungwa huru: Nekuchinja kwemaitiro emusika, vagadziri veIGBT muChina vanozvikudza mikana yebudiriro.BYDSemiconductor, CRRC Times Magetsi, Starpower Semiconductor, Silan, Macmic Sayenzi & Technology, ZhixinSemiconductor, nezvimwe, zvese zvine zvirongwa zvekuwedzera uku uchiwedzera tsvakiridzo nekusimudzira kuedza nekuvandudza maitiro ekugadzira.
[Energy Storage] Yekutanga pasirese isiri-yekuwedzera yekupisa yakatsikirirwa mweya yekuchengetera simba remagetsi chiteshi ichakurumidza kutanga kushanda kwekutengesa, iine tarisiro yebudiriro inofananidzwa nepombi yekuchengetera.
Nguva pfupi yadarika, chirongwa cheNyika chekuyedza kuratidzira, Jintan 60MW/ 300MWH Munyu Chengetedza Yakadzvanywa Mhepo Yekuchengetera Simba, yakatanga kuenderera uye yakazara mitoro yekuedza kushanda zvakanaka.Iyo purojekiti inotora tekinoroji yakazvimiririra yakagadziridzwa neTsinghua University, ichibatsira zvakanyanya mukusimudzira uye hukuru-hukuru hwekushandisa kweChina yakadzvanywa simba rekuchengetedza simba indasitiri.Kuchengetedzwa kwesimba remhepo kwakadzvanywa kune yakakura yakaiswa simba, kutenderera kwesimba rekuchengetedza simba, uye yakakwirira system inoshanda, ine hupenyu hwemakore makumi mana-50.Parizvino, mari yekudyara ye100MW yakadzvanywa simba rekuchengetedza mweya ingangoita zana remamiriyoni eyuan, iyo inotarisirwa kudzikira ne30% mushure mekukura kwemaindasitiri.
Pfungwa huru: Iyo yepamusoro yakadzvanywa yemhepo yekuchengetedza simba tekinoroji yemazana emamegawati uye pamusoro ndiyo yakanakisa sarudzo yehukuru uye yenguva refu yekuchengetera simba musika indasitiri.Parizvino, kune makambani anopfuura gumi ane bhizinesi rakakodzera, kusanganisira Sunway Chemical Group, Yunnan Energy Investment, Shaangu Power, zvichingodaro.
[Hydrogen] Great Wall Motor ichasimudzira itsva mafuta cell vafambi mota mhando.SAIC inojekesa magetsi-hydrogen yekubatanidza tekinoroji.
Great Wall Motor yapedza kuronga chigadzirwa chemafuta emotokari dzinotakura vanhu.Rutsigiro rwayo rwemafuta emafuta rwakapedza A kutenderera kwemari ye900 miriyoni yuan, neapo-investment kukosha kweanopfuura mabhiriyoni mana emayuan.Pamusangano wepagore wevanogovana muna 2021, SAIC yakaratidza mabhesi matatu etekinoroji yemotokari, kusanganisira iyo "SAIC Xinghe" yemagetsi-hydrogen yakabatanidzwa chimiro, uye yakaratidza simba rehydrogen senzira yekutanga tekinoroji munguva yekuiswa kwemagetsi.
Pfungwa huru: Data yekutsvagisa inofanotaura kuti kukosha kwekubuda kwesimba rehydrogen muChina kuchasvika 800 bhiriyoni yuan panosvika 2025. Uye huwandu hwemotokari dzemafuta inotarisirwa kusvika 76,000 ne2025 uye 200,000 ne2030.
[Chemical fiber] Mitengo yeSpandex yadonha kupfuura 40% muhafu yegore, uye indasitiri inofanotaura kuti icharamba yakaderera.
Muna 2021, kudiwa kwepamba kwespandex kwaive 769,000 matani, nekukura-pagore kwe14.9%.MunaAugust wegore iroro, mutengo we spandex wakasimuka kusvika ku80,000 / ton.Yakakanganiswa nezvinhu zvakawanda, mutengo we spandex wadonha kusvika ku46,500 yuan/ton, pasi kupfuura 40%.Munguva pfupi, mitengo inotarisirwa kudzikama sezvo denda richivandudza uye zvinhu zvinotangazve.Nekudaro, mitengo yespandex inotarisirwa kuramba yakaderera nekuda kwekushaikwa kwakashata.
Pfungwa huru: Parizvino, iyo indasitiri iri mumamiriro ekuneta kwekuverenga.High inventory pressure yakaoma kurerutsa.Mabhizinesi madiki uye epakati nepakati anogona kutanga basa, uye mamwe mabhizinesi makuru haasati atangazve kugadzira asina mitsara mitsva yakakwana.Mutengo weiyo main raw material, BDO, hauna kuwira pasi.Zvinotarisirwa kuti mutengo wespandex uchadonha zvakare.
Ruzivo rwuri pamusoro rwunobva kuruzhinji rwevanhu kuti utarise chete.
Nguva yekutumira: Jun-08-2022