Iindaba Ezishushu zeshishini No.68——27 May 2022

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[Ikhemesti] EnyeidomeIshishini le-stick CDMO linomthamo wemveliso yorhwebo.

Iprojekthi yorhwebo ye-PD-1 yeshishini le-CDMO iChime Biologics iphumelele ngempumelelo ukuhlolwa kwesiza kwimveliso ebhalisiweyo nguLawulo lweeMveliso zoNyango lweSizwe ngamanqaku aphezulu.Imveliso yayo yorhwebo sele iza kuvunywa, eyenza inkampani ibe yinkampani yesibini yeCDMO eTshayina enokwenza iprojekthi kwimveliso yorhwebo.Okwangoku, ishishini le-CDMO ye-biopharma likwixesha eliphambili.NgokukaFrost Sullivan, imakethi yeCDMO yaseTshayina iya kukhula kumndilili we-CAGR we-38.1% kwaye kulindeleke ukuba ifikelele kwi-RMB 45.8 yeebhiliyoni ngo-2025.

Inqaku eliphambili: Xa kuthelekiswa nezigebenga ze-COMO zamazwe ngamazwe, ii-reactors zenkampani yasekhaya ye-COMO ikakhulu kumlinganiselo we-2000L kunye ne-excess state.I-15000L ye-reactor yensimbi engenasici iya kuba linyathelo eliphambili le-CDMO ye-macromolecule yexesha elizayo.

[Semiconductor] Umthamo we-ASPICE IGBT uyanqongophala, kwaye umsantsa phakathi konikezelo kunye nemfuno ingaphezulu kwama-50%.

Ukufakelwa kombane kweemoto kunye nobukrelekrele bukhula ngokukhawuleza, kwaye ukonyuka okukhawulezayo kwe-photovoltaic efakwe kwi-photovoltaic kubangela ukunyuka kwemfuno ye-inverter IGBT.Ngoko ke, kuqikelelwa ukuba ubungakanani beemarike ze-IGBT e-China buya kufikelela kwi-2.6 yeebhiliyoni zeedola ngo-2024. Okwangoku, imarike yehlabathi ilawulwa yiYurophu kunye neJapan.Isantya sokwandiswa kwamandla silinganiselwe, kwaye isithuba phakathi kokunikezelwa kunye nemfuno ye-ASPICE IGBT iyaqhubeka nokwandisa.Inkqubela yetekhnoloji ecothayo, ukunqongophala okukhulu, ukhuseleko lwekhonkco lokubonelela, kunye nezinye izinto ziya kuzisa amathuba kwishishini laseTshayina le-IGBT kwixesha elizayo.

Inqaku eliphambili: Ngotshintsho kwipatheni yemarike, abavelisi be-IGBT e-China baqhayisa ngamathuba ophuhliso.BYDSemiconductor, CRRC Times Electric, Starpower Semiconductor, Silan, Macmic Science & Technology, ZhixinSemiconductor, njl., zonke zinezicwangciso zokwandisa ngelixa ukwandisa iinzame zophando kunye nophuhliso kunye nokuphucula inkqubo yokuvelisa.

[Ugcino lwaMandla] Isikhululo samandla sokuqala esingaxhasiyo ehlabathini sokutsha esicinezelweyo sogcino lwamandla omoya siza kuqalisa ukusebenza ngorhwebo, ngethemba lophuhliso elinokuthelekiswa nogcino olumponthiweyo.

Kutshanje, iprojekthi yeSizwe yokubonisa umfuniselo, i-Jintan 60MW/ 300MWH iTyuwa yoGcina uGcino lwaMandla oMoya oQinisekisiweyo, iqalise umsebenzi wovavanyo oluqhubekayo nolupheleleyo ngempumelelo.Le projekthi yamkela iteknoloji ephuhliswe ngokuzimeleyo yiYunivesithi yaseTsinghua, inegalelo elikhulu kuphuhliso kunye nesicelo esikhulu soshishino lokugcinwa kwamandla omoya eChina.Ukugcinwa kwamandla omoya ocinezelweyo kunomthamo omkhulu ofakiweyo, umjikelo wokugcinwa kwamandla omde, kunye nokusebenza kakuhle kwenkqubo, kunye nexesha lokuphila le-40-50 iminyaka.Okwangoku, iindleko zotyalo-mali ze-100MW zogcino lwamandla omoya acinezelweyo zimalunga ne-100 lezigidi zeeyuan, ekulindeleke ukuba zehle nge-30% emva koshishino olukhulu.

Inqaku eliphambili: Itekhnoloji yogcino lwamandla omoya oluphezulu olucinezelekileyo lwamakhulu eemegawathi nangaphezulu lolona khetho lungcono kushishino lwemalike enkulu kunye nexesha elide lokugcina amandla.Okwangoku, kukho iinkampani ezingaphezu kweshumi ezineshishini elifanelekileyo, kubandakanya iSunway Chemical Group, iYunnan Energy Investment, iShaangu Power, njalo njalo.

[I-Hydrogen] I-Great Wall Motor iya kukhuthaza uhlobo olutsha lwemoto yomkhweli.I-SAIC icacisa iteknoloji yokudibanisa umbane-hydrogen.

I-Great Wall Motor igqibe ukucwangciswa kwemveliso yezithuthi ezithwala abantu.I-subsidiary yayo ye-fuel cell igqibezele ukuxhaswa ngemali kwe-900 yezigidi zeeyuan, kunye nexabiso elisemva kotyalo-mali elingaphezulu kwe-4 yeebhiliyoni zeeyuan.Kwintlanganiso kawonke-wonke yonyaka yabanini-zabelo ngo-2021, i-SAIC ibonise iziseko ezintathu zeteknoloji yesithuthi, kuquka "i-SAIC Xinghe" isakhiwo esidibeneyo sombane-hydrogen, kwaye ichonge amandla e-hydrogen njengendlela yokuqala yeteknoloji kwixesha lokufakelwa kombane.

Inqaku eliphambili: Idatha yophando iqikelela ukuba ixabiso lokuphuma kwamandla e-hydrogen e-China liya kufikelela kwi-800 yeebhiliyoni ze-yuan ngo-2025. Kwaye inani leemoto ze-fuel cell kulindeleke ukuba lifike kwi-76,000 ngo-2025 kunye ne-200,000 ngo-2030.

[Ifiber yeChemical] Amaxabiso eSpandex ehle ngaphezulu kwe-40% kwisiqingatha sonyaka, kwaye ishishini liqikelela ukuba liya kuhlala liphantsi.

Ngo-2021, imfuno yasekhaya ye-spandex yayiziitoni ezingama-769,000, kunye nokukhula konyaka-ngonyaka we-14.9%.Ngo-Agasti waloo nyaka, ixabiso le-spandex lenyuka laya kwi-80,000 / ton.Ukuchatshazelwa yizinto ezininzi, ixabiso le-spandex liwele kwi-46,500 yuan / ton, ngaphantsi kwe-40%.Ngexesha elifutshane, amaxabiso alindeleke ukuba azinze njengoko ubhubhani uphucuka kwaye nolungiselelo luqalisa kwakhona.Nangona kunjalo, amaxabiso e-spandex kulindeleke ukuba ahlale ephantsi ngenxa yesidingo esibi.

Inqaku eliphambili: Okwangoku, ishishini likwimeko yokudinwa kwe-inventri.Uxinzelelo oluphezulu lwe-inventri kunzima ukulula.Amashishini amancinci naphakathi angaqalisa ukusebenza, kwaye amanye amashishini amakhulu akaphindanga aqalise ngokupheleleyo ukuvelisa kunye nemigca emitsha eyaneleyo.Ixabiso leyona nto iphambili, i-BDO, ayizange iwe phantsi.Kulindeleke ukuba ixabiso le-spandex lihle kwakhona.

Olu lwazi lungentla luvela kumajelo osasazo oluntu ukuze kusetyenziswe ireferensi kuphela.


Ixesha lokuposa: Jun-08-2022

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