Izindaba Ezishisayo Zemboni ——Ikhishwe ngomhla ka-078, 5 Aug. 2022

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[Amandla Amasha] Ukukhishwa kwebhidi yemishini ye-lithium yasekhaya sekuseduze.Amandla amashakusazoba nokukhula okuqhubekayo kulo nyaka.

Ukutshalwa kwezimali kwezokukhiqiza kukhule ngo-10.4% ngoJuni, nokugcina ukusimama kokukhula okuphezulu.Kuzo zonke izimboni ezisafufusa, i-photovoltaic, umthamo omusha ofakiwe wamandla omoya, kanye nokuthengiswa kwezimoto ezintsha zamandla kuyaqhubeka nokuba ngcono.Izimboni zeSolar, umoya, i-lithium, kanye ne-semiconductor seziphenduke inkambinkimbi yokukhula kwesayensi nobuchwepheshe, futhi ukukhishwa kwebhidi lokutshalwa kwezimali kwemishini sekusondele engxenyeni yesibili yonyaka.Mayelana nenqubomgomo, i-China ikhuthaza ukuthuthukiswa kweamandla amasha.Amaketango emboni yasekhaya athuthuke kakhulu futhi alawuleka ngokuzimela kulindeleke ukuthi alethe umjikelezo omusha wokukhula.

Iphuzu elingukhiye:Ukushoda kwemishini ye-lithium kuzoqhubeka kulo nyaka.I-CATL iqale umzuliswano omusha wokunwetshwa okukhulu, futhi imishini ye-lithium ibhekene nokukhululwa kwebhidi engxenyeni yesibili yonyaka.Amandla e-Photovoltaic nawomoya asenokutshalwa kwezimali okuningi, nokwanda okuphawulekayo kulo lonke uchungechunge lwezimboni.

[Amarobhothi] Amarobhothi asebenzisanayo asekhaya ayavela.I-Temasek, iSaudi Aramco nabanye bahola uxhaso lwezimali olukhulu embonini.

Amarobhothi asebenzisanayo ngokuvamile aziwa njengezingalo zamarobhothi, amancane futhi aguquguqukayo, kulula ukuwasebenzisa, futhi anezindleko eziphansi.Athuthukiswe ekuguquguqukeni nasekuhlakanipheni okwengeziwe futhi azosetshenziswa ku-3C nezimboni zezimoto kuhlanganiswe nobuchwepheshe bombono we-AI.Kusukela ngo-2013, "imindeni emine" yamarobhothi ezimboni, Yaskawa Electric, ABB, Kuka, Fanuc, ingene ensimini.Amabhizinisi asekhaya afana ne-JAKA, AUBO, Gempharmatech, ne-ROKAE asesunguliwe, futhi i-Siasun, i-Han's Motor, ne-Techman yethule imikhiqizo yokuzithuthukisa.Imboni ingenise isikhathi sokuthuthuka ngokushesha.

Iphuzu elingukhiye:Ngokombiko Wokuthuthukiswa kwe-China Collaborative Robot Technology 2022, ukuthengiswa kwamarobhothi okusebenzisana emhlabeni wonke kucishe kwafinyelela kumayunithi angama-50,000 ngo-2021, okuwukunyuka kwama-33%.Ngokochungechunge lwemboni, kunomehluko omncane ezingxenyeni eziwumgogodla okhuphuka nomfula kanye namarobhothi ezimboni anokwenziwa kwasendaweni ngokwengxenye.

[Amakhemikhali] Isikhondlakhondla samakhemikhali e-Fluorine siphakamisa omunye umsebenzi wokunweba wamathani angu-10,000.Izinto zokwakha ze-fluorine ze-electronic-grade zaseChina kulindeleke ukuthi zihambe emhlabeni jikelele.

Imithombo efanele evela enkampanini esohlwini i-Do-fluoride iveze ukuthi umkhiqizo wayo osezingeni eliphezulu, i-G5 electronic grade hydrofluoric acid, izofakwa ngokusemthethweni ekukhiqizweni engxenyeni yesibili yonyaka ngephrojekthi yokukhulisa amathani ayi-10,000 ngemuva kokuphumelela ukuqinisekiswa kwama-giants emhlabeni jikelele. ukwenziwa kwe-wafer.I-Electronic grade hydrofluoric acid ingelinye lamakhemikhali e-elekthronikhi ahlanzekile kakhulu, asetshenziswa kabanzi kumasekethe amakhulu ahlanganisiwe, imibukiso yekristalu ewuketshezi eyifilimu emincane, ama-semiconductors, nezinye izimboni zama-microelectronics.Isetshenziselwa ikakhulukazi ukuhlanza kanye nama-chips e-corrosion, njenge-reagent yokuhlaziya, nokulungisa amakhemikhali aqukethe i-fluorine ehlanzekile kakhulu.Ukwenziwa kwe-wafer engamayintshi angu-12 ngokuvamile kudinga i-G4 noma ngaphezulu, okungukuthi, i-G5 grade hydrofluoric acid.

Iphuzu elingukhiye:I-China isiba isizinda somkhakha wemboni ye-liquid crystal display (LCD) enkudlwana emhlabeni wonke, enesidingo esikhulayo samakhemikhali e-elekthronikhi asetshenziswa njengama-etching agents for integrated circuits (ICs), thin-film liquid crystal displays (TFT-LCDs), nama-semiconductors.Kusenendawo enkulu yokukhula kwesikhathi eside.

[I-Semiconductor] Imishini yesibili yesiteshi esincane ibona “i-chip yasekhaya” ezimele futhi elawulekayo.

Amathuluzi esibili esiteshi esincane aqapha kakhulu okokusebenza okuyinhloko, nemisebenzi efana nokutholwa kwedatha, ukucutshungulwa, nokuxhumana.“Iwubuchopho obuhlakaniphile” begridi yamandla.Ngenqubo yedijithali, kunamayunithi acishe abe yizigidi eziyishumi ahilela ukuvikelwa kokudluliselwa, okuzenzakalelayo, amathuluzi okuvikela ukuphepha olwazi nokuxhumana, nezinye izisetshenziswa ezibalulekile.Kodwa ama-chips ayo okulawula amakhulu sekuyisikhathi eside encike ekuthengeni kwamanye amazwe.Muva nje, umshini wokulinganisa wesiteshi esingaphansi esisekelwe ku-chip wasekhaya usudlulile ukwamukelwa, uqaphela ukufakwa esikhundleni sokulawulwa kwezimboni zamandla kagesi nokuqinisekisa ngempumelelo ukuphepha kuzwelonke kanye negridi.

Iphuzu elingukhiye:Ukwenziwa kwasendaweni kwama-chips okulawula okuyinhloko kwamandla namandla kubalulekile ekuvikelekeni kolwazi lukazwelonke nokulawulwa kwezimboni.Izoheha abakhiqizi abaningi esikhathini esizayo.

[Izisetshenziswa Ze-elekthronikhi] Ucwecwe lwethusi oluhlanganisiwe lwe-PET lulungele ukuthuthukiswa, futhi okokusebenza kuqala kuqala.

I-PET ehlanganisiwe ye-copper foil ifana nesakhiwo "sesandwich" sempahla yokuqoqa ibhethri.Isendlalelo esimaphakathi yi-PET ewugqinsi ongu-4.5μm, ifilimu eyisisekelo ye-PP, ngayinye inocwecwe lwekhopha oluyi-1μm.Inokuphepha okungcono, ukuminyana kwamandla aphezulu, nempilo ende, enemakethe ehlukile.Imishini yokukhiqiza iyisici esibalulekile ekwenziweni kwezimboni kwe-PET copper foil.Imakethe ehlanganisiwe yemishini emikhulu yethusi yokucwenga / yokuphalaza kulindeleke ukuthi ibe cishe i-RMB 8 billion ngo-2025, ne-CAGR ka-189% ukusuka ngo-2021 kuya ku-2025.

Iphuzu elingukhiye:Kubikwa ukuthi i-Baoming Technology ihlose ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingu-6 ekwakheni isisekelo sokukhiqiza se-lithium composite foil yethusi, lapho kuzotshalwa khona ama-yuan ayizigidi eziyizinkulungwane ezingu-1.15 esigabeni sokuqala.Imboni ye-PET eyinhlanganisela ye-copper foil inekusasa elicacile nelithembisayo, nezinhlelo zokusebenza ezinkulu ezilungele ukuthuthuka.Abaholi bemishini ehlobene kulindeleke ukuthi kube ngabokuqala ukuhlomula.

Ulwazi olungenhla luvela kwabezindaba zomphakathi futhi ngelenkomba kuphela.


Isikhathi sokuthumela: Aug-12-2022

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