Warka Kulul ee Warshadaha No.68——27 May 2022

wararka6.8 (1)

[Farmashi] Mid kalequbbadShirkadda stic CDMO waxay leedahay awood wax soo saar ganacsi.

Mashruuca PD-1 ee ganacsiga CDMO ee Chime Biologics ayaa si guul leh u gudbiyay kormeerka goobta ee wax soo saarka ka diiwaan gashan Maamulka Alaabooyinka Caafimaadka Qaranka oo leh dhibco sare.Wax soo saarkeeda ganacsi ayaa ku dhow in la ansixiyo, taasoo ka dhigaysa shirkadda shirkadda labaad ee CDMO ee Shiinaha oo samayn karta mashruuca wax soo saarka ganacsi.Waqtigan xaadirka ah, ganacsiga biopharma CDMO wuxuu ku jiraa xilligeedii ugu fiicnaa.Sida laga soo xigtay Frost Sullivan, suuqa CDMO ee Shiinaha wuxuu ku kori doonaa celcelis ahaan CAGR 38.1% waxaana la filayaa inuu gaaro RMB 45.8 bilyan marka la gaaro 2025.

Qodobka muhiimka ah: Marka la barbar dhigo kooxda caalamiga ah ee COMO, reactors shirkadda COMO ee gudaha waxay u badan yihiin cabbirka 2000L iyo xaalad xad dhaaf ah.15000L fal-celiyeyaasha birta aan lahayn ayaa noqon doona jihada horumarsan ee CDMO macromolecule mustaqbalka.

[Semiconductor] Awoodda ASPICE IGBT waa gabaab, iyo farqiga u dhexeeya saadka iyo baahida ayaa ka badan 50%.

Korontada baabuurta iyo sirdoonka ayaa si degdeg ah u horumaraya, iyo kororka degdega ah ee awoodda rakiban ee sawir-qaadista ayaa keenaysa kor u kaca baahida IGBT inverter.Sidaa darteed, waxaa lagu qiyaasaa in cabbirka suuqa ee IGBT ee Shiinaha uu gaari doono 2.6 bilyan oo doollar marka la gaaro 2024. Waqtigan xaadirka ah, suuqa caalamiga ah waxaa keli ku ah Yurub iyo Japan.Xawaaraha balaadhinta awoodu waa xaddidan yahay, farqiga u dhexeeya saadka iyo baahida ASPICE IGBT wuu sii fidayaa.Horumarka tignoolajiyada ee gaabis ah, yaraanta halista ah, amniga silsiladda sahayda, iyo arrimo kale ayaa mustaqbalka u keeni doona fursadaha warshadaha Shiinaha ee IGBT.

Qodobka muhiimka ah: Isbeddelka qaabka suuqa, shirkadaha IGBT ee Shiinaha waxay ku faanaan fursadaha horumarinta.BYDSemiconductor, CRRC Times Electric, Starpower Semiconductor, Silan, Macmic Science & Technology, ZhixinSemiconductoriwm, dhammaantood waxay leeyihiin qorshayaal ballaarin iyadoo la kordhinayo dadaalka cilmi-baarista iyo horumarinta iyo hagaajinta habka wax-soo-saarka.

[Kaydinta Tamarta] Xaruntii tamarta hawada lagu kaydin lahaa ee ugu horeysay ee aan kaabis ahayn ayaa dhawaan bilaabi doonta shaqo ganacsi, iyada oo leh rajo horumarineed oo la mid ah kaydinta bamka.

Dhawaan, mashruuca bandhigga tijaabada ah ee Qaranka, Jintan 60MW/ 300MWH Salt Save Save Compressed Hawo Tamarta Kaydinta Tamarta Hawada, ayaa si habsami leh u bilaabay hawlgal tijaabo ah oo buuxa.Mashruucu wuxuu qaadanayaa tignoolajiyada si madax-bannaan ay u horumarisay Jaamacadda Tsinghua, taasoo si weyn uga qayb qaadanaysa horumarinta iyo adeegsiga baaxadda weyn ee warshadaha kaydinta tamarta hawada ee Shiinaha ee cufan.Kaydinta tamarta hawada ee cadaadisku waxay leedahay awood rakiban oo weyn, wareegga kaydinta tamarta dheer, iyo hufnaanta nidaamka sare, oo leh cimri dherer ah 40-50 sano.Waqtigan xaadirka ah, kharashka maalgashiga ee 100MW kaydinta tamarta hawada cadaadisku waa qiyaastii 100 milyan yuan, kaas oo la filayo inuu hoos u dhaco 30% ka dib warshadaynta ballaaran.

Qodobka muhiimka ah: Tignoolajiyada kaydinta tamarta hawada cufan ee horumarsan ee boqolaal megawatts iyo wixii ka sareeya ayaa ah doorashada ugu fiican ee warshadaynta suuqa kaydinta tamarta baaxada weyn iyo mudada fog.Waqtigan xaadirka ah, waxaa jira in ka badan toban shirkadood oo leh ganacsiyo khuseeya, oo ay ku jiraan Sunway Chemical Group, Yunnan Energy Investment, Shaangu Power, iyo wixii la mid ah.

[Hydrogen] Great Wall Motor wuxuu horumarin doonaa summada baabuurta rakaabka unugga shidaalka cusub.SAIC waxay caddeysaa tignoolajiyada isku dhafka koronto-hydrogen.

Great Wall Motor waxay dhamaystirtay qorshaynta badeecada baabuurta rakaabka unugyada shidaalka.Qaybteeda unugyada shidaalka ayaa dhamaystirtay wareeg maalgelineed oo dhan 900 milyan yuan, iyada oo la qiimeeyay maalgelinta kadib in ka badan 4 bilyan yuan.Shirka sanadlaha ah ee saamilayda ee 2021, SAIC waxay daaha ka qaaday saddex saldhig oo tignoolajiyada baabuurta, oo ay ku jiraan qaabdhismeedka isku dhafan ee korantada-hydrogen "SAIC Xinghe", waxayna u aqoonsatay tamarta hydrogen inay tahay dariiqa teknolojiyadda aasaasiga ah ee xilligii korontadda.

Qodobka muhiimka ah: Xogta cilmi baarista ayaa saadaalisay in qiimaha wax soo saarka tamarta hydrogen ee Shiinaha uu gaari doono 800 bilyan yuan sanadka 2025. Tirada unugyada shidaalka ayaa la filayaa inay gaaraan 76,000 marka la gaaro 2025 iyo 200,000 marka la gaaro 2030.

[Chemical Fiber] Qiimaha Spandex ayaa hoos u dhacay in ka badan 40% nus sano gudaheed, warshaduhuna waxay saadaaliyeen inay ahaan doonto mid hooseeya.

2021, baahida gudaha ee spandex waxay ahayd 769,000 tan, iyadoo kobac sanadle ah uu yahay 14.9%.Bishii Agoosto ee sanadkaas, qiimaha spandex wuxuu kacay 80,000 / ton.Waxaa saameeyay arrimo badan, qiimaha spandex wuxuu hoos ugu dhacay 46,500 yuan/ton, hoos u dhac ka badan 40%.Muddada gaaban, qiimuhu waxa la filayaa inuu xasilo marka uu cudurku soo roonaado oo saadka uu dib u bilaabo.Si kastaba ha ahaatee, qiimaha spandex ayaa la filayaa inuu ahaado mid hooseeya sababtoo ah baahida liidata.

Qodobka muhiimka ah: Waqtigan xaadirka ah, warshaduhu waxay ku jiraan xaalad alaabeed daalan.Cadaadiska alaabada sare waa ay adagtahay in la fududeeyo.Shirkadaha yaryar iyo kuwa dhexdhexaadka ah ayaa bilaabi kara shaqo, qaar ka mid ah shirkadaha waaweynina si buuxda uma ay bilaabin wax soo saarkooda iyada oo aan haysan khad cusub oo ku filan.Qiimaha alaabta ceeriin ee ugu weyn, BDO, hoos uma dhicin.Waxaa la filayaa in qiimaha spandex uu sidoo kale hoos u dhaco.

Xogta kor ku xusan waxay ka timid warbaahinta dadweynaha si loogu tixraaco oo keliya.


Waqtiga boostada: Jun-08-2022

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