[Ikhemisi] EnyeidomeIbhizinisi le-stick CDMO linamandla okukhiqiza ezohwebo.
Iphrojekthi yokuthengisa ye-PD-1 ye-CDMO enterprise Chime Biologics iphumelele ngempumelelo ukuhlolwa kwesayithi ukuze kukhiqizwe okubhalisiwe yi-National Medical Products Administration ngamaphuzu aphezulu.Ukukhiqizwa kwayo kwezohwebo sekuzovunywa, okwenza inkampani ibe yibhizinisi lesibili le-CDMO e-China elingenza iphrojekthi ekukhiqizeni ezohwebo.Njengamanje, ibhizinisi le-biopharma CDMO lisesikhathini salo sokuqala.NgokukaFrost Sullivan, imakethe yeCDMO yaseChina izokhula ngesilinganiso se-CAGR sama-38.1% futhi kulindeleke ukuthi ifinyelele ku-RMB 45.8 billion ngo-2025.
Iphuzu elingukhiye: Uma kuqhathaniswa neziqhwaga zamazwe ngamazwe e-COMO, ama-reactors enkampani yasekhaya ye-COMO ikakhulukazi asesikalini sika-2000L kanye nesimo eseqile.I-reactor yensimbi engagqwali engu-15000L izoba inkomba yempumelelo ye-CDMO ye-macromolecule ezayo.
[Semiconductor] Umthamo we-ASPICE IGBT uyashoda, futhi igebe phakathi kokuhlinzeka nokufunwa lingaphezu kwama-50%.
Ukufakwa kukagesi kwezimoto kanye nobuhlakani bukhula ngokushesha, futhi ukwanda okusheshayo komthamo ofakiwe we-photovoltaic kubangela ukwanda kwesidingo se-inverter IGBT.Ngakho-ke, kulinganiselwa ukuthi ubukhulu bemakethe ye-IGBT e-China buzofinyelela ku-2.6 billion dollar ngo-2024. Njengamanje, imakethe yomhlaba wonke ilawulwa yiYurophu neJapane.Isivinini sokunwetshwa komthamo sinqunyelwe, futhi igebe phakathi kokunikezwa kanye nesidingo se-ASPICE IGBT liyaqhubeka nokukhula.Inqubekelaphambili yezobuchwepheshe ehamba kancane, ukushoda okukhulu, ukuphepha kwe-supply chain, nezinye izici kuzoletha amathuba embonini yaseShayina ye-IGBT esikhathini esizayo.
Iphuzu elingukhiye: Ngokushintsha kwephethini yemakethe, abakhiqizi be-IGBT e-China baziqhayisa ngamathuba okuthuthukisa.BYDI-semiconductor, CRRC Times Electric, Starpower Semiconductor, Silan, Macmic Science & Technology, ZhixinI-semiconductor, njll., zonke zinezinhlelo zokunweba kuyilapho zanda imizamo yocwaningo nentuthuko futhi zithuthukisa inqubo yokukhiqiza.
[Isitoreji Samandla] Isiteshi samandla okugcina amandla esigcina amandla omoya sokuqala emhlabeni esingesona esinezele sizoqala ukusebenza ngokuhweba, esinethuba lokuthuthuka eliqhathaniswa nesitoreji esimpontshwayo.
Muva nje, iphrojekthi Kazwelonke yokubonisa yokuhlola, i-Jintan 60MW/ 300MWH Salt Save Compressed Air Energy Storage, iqale ukusebenza kwesilingo esiqhubekayo nesigcwele ngempumelelo.Le phrojekthi yamukela ubuchwepheshe obuthuthukiswe ngokuzimela yiNyuvesi yaseTsinghua, enomthelela omkhulu ekuthuthukisweni nasekusetshenzisweni okukhulu kwemboni yaseChina yokugcina amandla omoya.Isitoreji samandla omoya acindezelwe sinomthamo omkhulu ofakiwe, umjikelezo omude wokugcina amandla, nokusebenza kahle kwesistimu, okunesikhathi sokuphila seminyaka engama-40-50.Njengamanje, izindleko zokutshalwa kwezimali zesitoreji samandla omoya acindezelwe angu-100MW cishe ziyizigidi ezingu-100 zamayuan, okulindeleke ukuthi zehle ngo-30% ngemva kokusungulwa kwezimboni ezinkulu.
Iphuzu elingukhiye: Ubuchwepheshe obuthuthukisiwe bokugcina amandla omoya acindezelwe amakhulukhulu ama-megawathi nangaphezulu kuyisinqumo esingcono kakhulu semakethe yemakethe yokugcina amandla yezinga elikhulu neyesikhathi eside.Njengamanje, kunezinkampani ezingaphezu kweshumi ezinebhizinisi elifanele, okuhlanganisa i-Sunway Chemical Group, i-Yunnan Energy Investment, i-Shaangu Power, njalonjalo.
[I-Hydrogen] I-Great Wall Motor izothuthukisa uhlobo olusha lwemoto yomgibeli eyi-fuel cell.I-SAIC icacisa ubuchwepheshe bokuhlanganiswa kukagesi ne-hydrogen.
IGreater Wall Motor isiqedile ukuhlela umkhiqizo wezimoto ezithwala uphethiloli.Inkampani yayo engaphansi kwe-fuel cell iqede uxhaso lwezimali lwama-yuan ayizigidi ezingama-900, ngenani langemva kokutshala imali elingaphezu kwama-yuan ayizigidi eziyizinkulungwane ezine.Emhlanganweni waminyaka yonke wabanikazi bamasheya ngo-2021, i-SAIC yembula izisekelo ezintathu zobuchwepheshe bezimoto, okuhlanganisa nesakhiwo esihlanganisiwe se-“SAIC Xinghe” kagesi-hydrogen, futhi yahlonza amandla e-hydrogen njengomzila oyinhloko wobuchwepheshe esikhathini sokufakwa kukagesi.
Iphuzu elingukhiye: Idatha yocwaningo ibikezela ukuthi inani eliphumayo lamandla e-hydrogen e-China lizofinyelela ku-800 billion yuan ngo-2025. Futhi inani lezimoto ezithwala uphethiloli kulindeleke ukuthi lifinyelele ku-76,000 ngo-2025 kanye nezi-200,000 ngo-2030.
[I-Chemical fiber] Amanani e-Spandex ehle ngaphezu kuka-40% phakathi nonyaka, futhi imboni ibikezela ukuthi izohlala iphansi.
Ngo-2021, isidingo sasekhaya se-spandex sasingamathani angama-769,000, nokukhula konyaka ngo-14.9%.Ngo-August walowo nyaka, intengo ye-spandex yenyuka yaya ku-80,000/ton.Ithintwe izici eziningi, intengo ye-spandex yehlele ku-46,500 yuan/ton, yehle ngaphezu kuka-40%.Esikhathini esifushane, amanani kulindeleke ukuthi azinze njengoba lolu bhubhane luthuthuka futhi nokuqhubeka nokusetshenziswa kwempahla.Kodwa-ke, amanani entengo ye-spandex kulindeleke ukuthi ahlale ephansi ngenxa yesidingo esibi.
Iphuzu elingukhiye: Njengamanje, imboni isesimweni sokukhathala.Ukucindezela okuphezulu kwempahla kunzima ukudambisa.Amabhizinisi amancane naphakathi nendawo angaqala umsebenzi, futhi amanye amabhizinisi amakhulu awakakawuqalisi ngokugcwele ukukhiqiza ngaphandle kwemigqa emisha eyanele.Intengo yezinto ezisetshenziswayo eziyinhloko, i-BDO, ayizange yehlele phansi.Kulindeleke ukuthi intengo ye-spandex yehle nayo.
Ulwazi olungenhla luvela kwabezindaba zomphakathi ukuze kusetshenziswe inkomba kuphela.
Isikhathi sokuthumela: Jun-08-2022