[Ibhethri ye-Lithium] Inkampani yebhethri yezwe eliqinile yasekhaya isiqede umjikelezo we-A++ wokuxhasa ngezimali, futhi umugqa wokuqala wokukhiqiza uzoqala ukusebenza.
Muva nje, eholwa ngokuhlanganyela yi-CICC Capital kanye ne-China Merchants Group, inkampani yebhethri yezwe eliqinile e-Chongqing iqede umjikelezo wayo we-A++ wokuxhasa ngezimali.Umphathi wale nkampani uthe ulayini wokuqala wenkampani wokukhiqiza amabhethri anamandla angu-0.2GWh semi-solid e-Chongqing uzoqala ukusebenza ngo-Okthoba kulo nyaka, ikakhulukazi ezimotweni zamandla amasha futhi kucatshangelwa izimo zokufaka isicelo njengamabhayisikili kagesi namarobhothi ahlakaniphile.Le nkampani ihlela nokuqala ukwakhiwa kolayini wokukhiqiza i-1GWh ekupheleni kwalo nyaka nasekuqaleni konyaka ozayo.
Gqamisa:『Kungena ngo-2022, izindaba ze-Honda, BMW, Mercedes-Benz nezinye izinkampani zezimoto ezibhejela amabhethri esimo esiqinile ziyaqhubeka nokusabalala.I-EVTank ibikezela ukuthi ukuthunyelwa komhlaba wonke kwamabhethri esimo esiqinile kungase kufinyelele ku-276.8GWh ngo-2030, futhi izinga lokungena lilonke kulindeleke ukuthi lenyuke liye ku-10%.』
[Ezogesi] Ama-Optical chips asengene enkathini yegolide, ezohlinzeka ngamathuba abalulekile e-China “okushintsha imizila futhi adlule”
Ama-optical chips abona ukuguqulwa kwesignali yesithombe sikagesi ngamaza okukhanya, anganqamula imikhawulo ebonakalayo yama-chips kagesi futhi ehlise izindleko zokuxhuma amandla nolwazi.Ngokuqaliswa kwe-5G, isikhungo sedatha, "East-West computing resource channeling", "Dual Gigabit" nezinye izinhlelo, kulindeleke ukuthi imakethe ye-optical chip yaseChina izofinyelela ku-2.4 billion US dollar ngo-2022. Imboni ye-optical chip yomhlaba wonke ayikho. nokho ivuthiwe futhi igebe phakathi kwamazwe asekhaya nawangaphandle lincane.Leli yithuba elikhulu lokuthi i-China "ishintshe imizila futhi idlule" kulo mkhakha.
Gqamisa:『Njengamanje, iBeijing, iShaanxi nezinye izindawo zisatshalalisa imboni yezithombe.Muva nje, i-Shanghai ikhiphe i-“Uhlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu Lokuthuthukiswa Kwezimboni Ezisafufusa Ezihlakaniphile Nezimboni Ezihamba Phambili“, ebeka isisindo ku-R&D kanye nokusetshenziswa kwamadivayisi esithombe esizukulwane esisha njengama-photonic chips.』
[Ingqalasizinda] Uhlelo lokulungiswa kwamapayipi egesi asemadolobheni kanye noshintsho seluqalisiwe, okuqhubekisela phambili ukukhula kwesidingo samapayipi ensimbi ashiselwe.
Muva nje, uMkhandlu Kazwelonke ukhiphe isitatimendeUhlelo Lokuqalisa Lokuvuselela Nokuguqulwa Kwemibhobho Yegesi Yasemadolobheni Aguga kanye namanye (2022-2025), okuhlongoze ukuthi kuphothulwe ukulungiswa nokuguqulwa kwamapayipi egesi asemadolobheni agugile nezinye ekupheleni kuka-2025. Kusukela ngo-2020, amapayipi egesi asemadolobheni aseChina afinyelele kumakhilomitha angu-864,400, lapho ipayipi eliguga lithatha cishe amakhilomitha angu-100,000.Lolu hlelo olungenhla luzosheshisa ukulungiswa nokuguqulwa kwamapayipi egesi, futhi imboni yokwakha yedijithali yezinto zamapayipi kanye noxhaxha lwamapayipi izokwamukela amathuba amasha.Mayelana nezimali, kulindeleke ukuthi ukusetshenziswa okusha kungase kudlule isigidintathu.
Gqamisa:『Ngokuzayo, isidingo samapayipi egesi eShayina sivame ukuba nentuthuko esheshayo enemigudu emibili 'yokwengezwa okusha + uguquko', okuzoletha isidingo esikhulu samapayipi ensimbi ashiselwe.Ibhizinisi elimele imboni i-Youfa Group ingumkhiqizi omkhulu wamapayipi ensimbi ashiselwe e-China, anomkhiqizo wonyaka kanye nevolumu yokuthengisa efinyelela kumathani ayizigidi eziyi-15.』
[Amadivayisi Ezokwelapha] I-Shanghai Stock Exchange ikhiphe imihlahlandlela yokuthuthukisa indlela yokufakwa kuhlu yokusekelaidivayisi yezokwelaphaizinkampani "hard technology".
Phakathi kwezinkampani ezingaphezu kuka-400 ezisohlwini lweScience and Technology Innovation Board, izinkampani ze-bio-pharmaceutical zenza ngaphezu kwama-20%, okuyisibalo sazo.idivayisi yezokwelaphaizinkampani zikleliswe kuqala emikhakheni emincane eyisithupha.I-China isibe yimakethe yesibili ngobukhulu yemishini yezokwelapha emhlabeni, usayizi wayo okulindeleke ukuthi udlule i-1.2 trillion ngo-2022, kodwa ukuncika kwamanye amazwe kwemishini yezokwelapha esezingeni eliphezulu kuphezulu ngama-80%, futhi isidingo sokushintshwa kwasekhaya sinamandla.“Uhlelo Lweminyaka Emihlanu Lweminyaka Engu-14” ngo-2021 lwenze imishini yezokwelapha esezingeni eliphezulu yaba indawo ebalulekile yokuthuthukiswa kwemboni yemishini yezokwelapha, futhi ukwakhiwa kwengqalasizinda yezokwelapha entsha kungase kuthathe iminyaka engu-5-10.
Gqamisa:『Eminyakeni yamuva nje, imboni ye-biopharmaceutical yase-Guangzhou igcine izinga lokukhula eliphakathi konyaka elilinganiselwa ku-10%.Inani lamabhizinisi ahlobene lingaphezu kuka-6,400, likleliswe endaweni yesithathu eShayina.Ngo-2023, isikali sedolobha se-biopharmaceutical kanye nezisetshenziswa zezokwelapha ezisezingeni eliphezulu sizozama ukweqa ama-yuan ayizigidi eziyizinkulungwane ezingama-600.』
[Izisetshenziswa Zemishini] Amalahle alwela ukugcina ukutholakala nokukhulisa umkhiqizo, futhi imakethe yemishini yamalahle iyakwamukela ukuphakama kwentuthuko futhi.
Ngenxa yokuqina kokutholakala kwamalahle emhlabeni jikelele kanye nesidingo, Umhlangano Ophethe WoMkhandlu Wombuso unqume ukwandisa ukukhiqizwa kwamalahle ngamathani ayizigidi ezingama-300 kulo nyaka.Kusukela engxenyeni yesibili ka-2021, isidingo semishini ngamabhizinisi okukhiqiza amalahle sikhule kakhulu;imininingwane efanele ikhombisa ukuthi ukutshalwa kwezimali kwempahla engashintshi okuphothulwe embonini yezimayini zamalahle nokuwasha kukhule kakhulu ekuqaleni kuka-2022, nokukhula konyaka nonyaka ngama-45.4% nama-50.8% ngoFebhuwari nangoMashi ngokulandelana.
Gqamisa:『Ngaphezu kokwenyuka kwesidingo semishini yamalahle, ukutshalwa kwezimali ekuthuthukisweni nasekwakhiweni kwezimayini ezihlakaniphile ezimayini zamalahle nakho kwenyuke kakhulu.Izinga lokungena kwezimayini zamalahle ezihlakaniphile eChina lisezingeni lika-10-15 kuphela%.Abakhiqizi bemishini yemishini yamalahle basekhaya bazokwamukela amathuba amasha okuthuthukisa.』
Ulwazi olungenhla luvela kwabezindaba zomphakathi futhi ngelenkomba kuphela.
Isikhathi sokuthumela: Jun-27-2022