Izindaba Ezishisayo Zemboni ——Ikhishwe ngo-076, 22 Jul. 2022

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[Amandla omoya] Ilungelo lobunikazi lamandla omoya i-carbon fiber isizophelelwa yisikhathi, kuyilapho ukusetshenziswa kochungechunge lwezimboni kukhula ngokwandayo.
Kubikwa ukuthi ubunikazi bemishini yamandla omoya i-Vestas' core patent ye-carbon fiber yama-wind power blades, inqubo ye-pultrusion izophelelwa yisikhathi ngomhlaka-19 wale nyanga.Amabhizinisi amaningana asekhaya, okuhlanganisa iMingyang Intelligent, Sinoma Technology, kanye neTime New Materials, abeke imigqa yokukhiqiza i-carbon fibre pultrusion, futhi imikhiqizo isizokwethulwa emakethe.Idatha ikhombisa ukuthi i-carbon fiber yomhlaba wonke esetshenziswa kumandla omoya yafinyelela kumathani angama-33,000 ngo-2021 futhi kulindeleke ukuthi ifinyelele kumathani angama-80,600 ngo-2025, ku-CAGR yama-25%.I-carbon fiber yaseChina edingekayo kuma-wind power blades ibalelwa ku-68% ezimakethe zomhlaba.
Iphuzu elingukhiye:Ngenxa yokukhula okusheshayo kokufakwa kwamandla omoya ngaphansi kwesizinda sokungathathi hlangothi kwekhabhoni emhlabeni wonke kanye nokungena okwandayo kwe-carbon fiber ngama-blade amakhulu, ama-wind blades asazoba injini eyinhloko eqhuba ukukhula kwesidingo se-carbon fiber.

[Amandla kagesi] Izitshalo zamandla abonakalayo zinamandla avelele kwezomnotho kanye nemakethe enkulu yesikhathi esizayo.
Isikhungo samandla esibonakalayo (i-VPP) siqoqa zonke izinhlobo zamandla kagesi ashintshekayo nokulayisha ngezindlela zedijithali, sidonsa isitoreji samandla futhi sikhiphe ukuthengiswa kwamandla.Futhi, ifanisa izinsiza zamandla ngokuhlinzekwa kwemakethe kanye nesidingo sokuthuthukisa ukusebenza kahle kokudluliswa nokusabalalisa amandla.Ngokungena kwezitshalo zamandla abonakalayo, ingxenye yomthwalo olawulayo wezitshalo zamandla abonakalayo kulindeleke ukuthi ifinyelele ku-5% ngo-2030. I-CICC ilinganisela ukuthi imboni yokuphehla amandla ebonakalayo yaseChina kulindeleke ukuthi ifinyelele esikalini semakethe samayuan ayizigidi eziyizinkulungwane eziyi-132 ngo-2030.
Iphuzu elingukhiye:I-State Power Rixin Tech iphendukela kusistimu yesicelo esisebenzisanayo noma inkundla “''ukubikezela kanye nokuhweba kwamandla/ukulawula kweqembu kanye nokulungiswa/ukuphatha amandla agciniwe” futhi yethula ukusebenza okuhlakaniphile kanye nesistimu yokuphatha yezitshalo zamandla ezibonakalayo.Le nkampani isithole amaphrojekthi amabili eHebei naseShandong kulo mkhakha.

[Izimpahla zabathengi] Njengendawo yezinga eliyizigidi eziyizinkulungwane eziyi-100,ukudla kwezilwane ezifuywayoivula igagasi le-IPO.
Kusukela kwaqubuka lolu bhubhane eminyakeni emithathu edlule, “umnotho wezilwane ezifuywayo” usubuyele emuva, waba indawo yamathuba ngokukhula okusobala nokuzinzile futhi ethandwa kakhulu ukutshalwa kwezimali.Ngo-2021, kube nemicimbi yokuxhasa ngezimali engama-58 embonini yezilwane zasekhaya.Phakathi kokunye,ukudla kwezilwane ezifuywayoingxenye yemakethe enkulu kunazo zonke, ebonakala ngokuthengwa kabusha okuvamile, ukuzwela amanani aphansi, nokunamathela okuqinile.Usayizi wemakethe ufinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-48.2 ngo-2021, futhi izinga lokukhula konyaka elihlanganisiwe eminyakeni emihlanu yakamuva lifinyelele ku-25%.Khonamanjalo, lokuhlushwa low of China sikaukudla kwezilwane ezifuywayoimboni ikhombisa iphethini yokuncintisana engaqinisiwe.
Iphuzu elingukhiye:Njengamanje, i-Petpal Pet Nutrition Technology, i-China Pet Foods, kanye ne-Yiyi Hygiene Products ifakwe ohlwini ku-A-share.I-Luscious ifakwe ohlwini lwamasheya e-Beijing Stock Exchange e-North Exchange, futhi uhlobo lwe-e-commerce pet Boqii lufakwe ohlwini lwe-New York Stock Exchange e-United States.Eminye imikhiqizo efana ne-Biregis, Care, neGambol Pet Group ishaya i-IPO.

[Izingxenye ezizenzakalelayo] Isidingo esandayo sezixhumi zezimoto sandisa indawo yokukhula, futhi uchungechunge oluzimele lokunikezela lungenisa amathuba entuthuko.
Ngokungena okusheshayo kwezimoto zamandla amasha, inethiwekhi ehlakaniphile ithuthuka ngokushesha, futhi izimfuno eziphakeme zibekwe phambili ngezinga lokudluliswa kolwazi nokunye ukusebenza kwezixhumi.Nakuba izinga lokudluliswa kwedatha lithuthukiswa kancane kancane, liyadingeka futhi ukuthi libe nokuzinza okuphezulu, ukumelana nokuphazamiseka, ukumelana nezinga lokushisa eliphezulu, nezinye izici.Ezinye izikhungo zibikezela ukuthi ukukhiqizwa kwevolumu yokulayisha ngaphambili kwezixhumi zesivinini esikhulu zase-China ezisekela izimoto zabagibeli kulindeleke ukuthi kufinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-13.5 ngo-2025. Izinga lokukhula elihlanganisiwe kulindeleke ukuthi lifinyelele ku-19.8% ngo-2021-2025.
Iphuzu elingukhiye:Abanye abakhiqizi bendawo bokuxhuma izimoto e-China baqashelwe izinkampani zezimoto ezihamba phambili emhlabeni, ezibalwa cishe ingxenye eyodwa kwezintathu yemakethe.Abakhiqizi bezixhumi ezizenzakalelayo bazongenisa isikhathi esibalulekile ngokusekelwa kwenqubomgomo kanye nokukhuphuka kwezimoto zamandla amasha.

[I-Metallurgy] Umthamo osanda kufakwa wamandla omoya welanga ushayela isidingo seziguquli sensimbi ye-silicon egxile kokusanhlamvu.
Insimbi ye-silicon egxile kokusanhlamvu isetshenziswa kakhulu kuma-transformer, i-photovoltaic, amandla omoya, izinjini zokushayela zezimoto zamandla amasha, neminye imikhakha.Phakathi kokunye, amandla omoya kanye ne-photovoltaic kulindeleke ukuthi kubangele u-78% wokusetshenziswa kwensimbi ye-silicon ye-transformers okusanhlamvu ngo-2025. Ngenxa yezithiyo ezifana nobuchwepheshe nokuvikelwa kwelungelo lobunikazi, amandla okukhiqiza agxile e-Asia, eYurophu, naseMelika.Imishini yaseChina ewumgogodla yensimbi ye-silicon enozibuthe ephezulu incike ekuthengisweni kwamanye amazwe.Ngokwakhiwa kokuguqulwa kwegridi yamandla, amandla amasha, ujantshi wesivinini esikhulu, nezikhungo zedatha, isidingo sensimbi ye-silicon egxile kokusanhlamvu kanye nemishini yokuhambisa nokusabalalisa izoqhutshwa nakakhulu.
Amaphuzu Abalulekile:Ngaphansi kwethonya lomnotho "''khabhoni ephindwe kabili", isidingo semikhiqizo eyonga amandla siyakhula.Kulinganiselwa ukuthi phakathi nesikhathi soHlelo Lweminyaka Emihlanu ye-14, i-China izoba namathani angu-690,000/ngonyaka ngaphezulu kwamandla okukhiqiza insimbi ye-silicon egxile kokusanhlamvu, ikakhulukazi emkhakheni wemikhiqizo yensimbi ye-silicon enozibuthe ephezulu.Isikhathi sokulethwa sizoba ngo-2024.

Ulwazi olungenhla luvela kwabezindaba ezivulekile futhi ngereferensi kuphela.


Isikhathi sokuthumela: Aug-01-2022

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