Shekarar 2023 na kara shiga, tare da inganta manufofin rigakafi da shawo kan cututtuka, da karfin matakan daidaita ci gaban da ba a samu ba, cibiyoyin bincike da dama sun yi hasashen cewa, karuwar GDPn kasar Sin a kowace shekara zai farfado sosai a bana.A matsayin masana'antar ginshiƙan tattalin arzikin ƙasa, masana'antar sinadarai tana haɗa albarkatu daban-daban da makamashi sama, yayin da ƙasa ke da alaƙa kai tsaye da bukatun yau da kullun na jama'a.A cikin 2023, ya kamata masana'antar sinadarai suyi la'akari da sauye-sauyen sake zagayowar ƙirƙira da kuma sauya waƙa, don haka waɗanne yankuna ne za su zama mafi ƙarfi tuyere babban birnin?Domin gamsar da masu karatu, za a tsara dabarun saka hannun jari na man fetur da sinadarai na kamfanonin tsaro kamar Huaxin Securities, Securities New Century Securities, Changjiang Securities da China Merchants Securities.
Babban Taron Ayyukan Tattalin Arziki na Tsakiya na baya-bayan nan ya bayyana karara cewa ya kamata a yi kokarin fadada bukatun cikin gida, kuma gyaran da aka yi a baya-bayan nan game da manufofin dakile yaduwar cutar ya kara farfado da kasuwar masu amfani da gida.A karkashin ingantacciyar fata, dillalai da yawa sun yi imanin cewa: A cikin 2023, ana sa ran buƙatun wasu samfuran sinadarai za su dawo da haɓaka, kuma sabon farantin kayan sinadarai da ke cikin haɓaka sabbin makamashi, ajiyar makamashi, semiconductor da masana'antar soji za su kasance har yanzu. kula da babban kasuwanci.Daga cikin su, kayan aikin semiconductor, kayan aikin hoto, kayan lithium da sauransu sun cancanci kulawar masu saka jari.
Kayan Semiconductor: yi amfani da canjin gida don haɓaka ci gaba
A cikin 2022, saboda yanayin tattalin arzikin duniya da sauye-sauyen ci gaban masana'antu da kuma maimaita tasirin annobar, dukkanin masana'antar lantarki sun fuskanci wani matsin lamba na aiki.Amma gabaɗaya, masana'antar semiconductor ta Sin tana ci gaba da haɓaka.
Rahoton Bincike na Guoxin Securities ya yi nuni da cewa adadin abubuwan da aka gano na semiconductor a cikin ƙasata kusan kashi 10% ne kawai a cikin 2021, kuma yana da rauni dangane da wadatar rukuni da gasa.Duk da haka, a cikin dogon lokaci, haɗin gwiwar masana'antar da'ira na ƙasata za ta fara kan hanyar ƙirƙira mai zaman kanta.Ana sa ran cewa kayan cikin gida da kayan aiki za su iya samun ƙarin albarkatu da dama, kuma ana sa ran za a gajarta tsarin madadin gida.
A cikin 'yan shekarun nan, buƙatar aikace-aikacen semiconductor da kasuwannin mabukaci ya karu a hankali.A cikin 2021, tallace-tallace na semiconductor na duniya ya kai dalar Amurka biliyan 555.9, karuwar dala biliyan 45.5 akan 2020;ana sa ran ci gaba da girma a cikin 2022, kuma tallace-tallace na semiconductor zai kai dalar Amurka biliyan 601.4.Akwai nau'ikan kayan aikin semiconductor da yawa, kuma manyan uku a cikin kasuwa sune wafers na siliki, gas, da gyare-gyaren haske.Bugu da kari, rabon kasuwa na ruwa mai gogewa da goge goge, lithography m reagents, lithography, rigar sinadarai, da makasudin sputtering shine 7.2%, 6.9%, 6.1%, 4.0%, da 3.0%, bi da bi.
Rahoton Bincike na Securities na Guangfa ya yi imanin cewa yankewa cikin fagen kayan aikin semiconductor (sinadaran lantarki) ta hanyar bincike mai zurfi da haɓakawa ko haɓaka haɓakawa da haɓakawa shine mafi yawan abin ƙira ga kamfanonin sinadarai don neman sauyi a cikin 'yan shekarun nan.Duk da yake kamfanonin canji masu nasara na iya samun ƙimar ƙimar kasuwa mafi girma yayin samun masana'antu cikin sauri, mun haifar da haɓakar haɓaka biyu.A cikin saurin ci gaban masana'antar semiconductor na cikin gida, kamfanonin kayan da ke da alaƙa suma sun ba da dama mai kyau don maye gurbin gida.Wasu kamfanoni masu ƙarfi na R & D masu ƙarfi da matakan abokin ciniki masu nasara, da ingantaccen canjin samfur da haɓaka ana tsammanin za su raba saurin ci gaban masana'antar semiconductor.
Binciken Ping An Securities Research ya ba da rahoton cewa akwai abubuwa da yawa kamar "zagayowar siliki" da hawan tattalin arziki, kuma ana sa ran masana'antar semiconductor za ta ƙare a cikin 2023.
Rahoton Binciken Tsaro na Yammacin Yamma ya yi imanin cewa haɓakar sarrafa fitar da kayayyaki na Amurka zai haɓaka madadin cikin gida na kayan aikin semiconductor.Suna da kyakkyawan fata game da kayan semiconductor, abubuwan haɗin gwiwa da kayan aiki masu alaƙa, da kasuwar siliki ta siliki.
Kayan Hotuna na Photovoltaic: Kasuwar POE-matakin biliyan goma tana jiran ta shiga
A cikin 2022, a ƙarƙashin haɓaka manufofin ƙasata, adadin sabbin kayan aiki a cikin masana'antar hoto ta gida ya karu sosai, kuma buƙatun fim ɗin manne na hoto shima ya karu.
Photovoltaic manne fim albarkatun kasa sun kasu kashi biyu iri: ethylene -ethyl acetate al'umma (EVA) da kuma polyolefin elastomer (POE).EVA, a matsayin kayan aiki na yau da kullun na fim ɗin manne na hotovoltaic, yana da babban matakin dogaro da shigo da kaya, kuma yana da babban sarari don ƙaddamarwa a nan gaba.A lokaci guda kuma, ana tsammanin buƙatar EVA a fagen fim ɗin manne na hotovoltaic a cikin ƙasata a cikin 2025 na iya kaiwa zuwa 45.05%.
Wani babban kayan POE na yau da kullun ana iya amfani da shi zuwa hotovoltaic, motoci, igiyoyi, kumfa, kayan aikin gida da sauran filayen.A halin yanzu, fim ɗin manne marufi na hotovoltaic ya zama yanki mafi girma na aikace-aikacen POE.Dangane da "Taswirar Ci gaban Masana'antu ta China Photovoltaic (2021 Edition)", rabon kasuwa na fim ɗin manne POE na gida da fim ɗin manne polyethylene (EPE) a cikin 2021 ya karu zuwa 23.1%.A cikin 'yan shekarun nan, tare da ci gaba da haɓakawa a cikin fitarwa na kayan aikin hoto a cikin ƙasata da ci gaba da shigar da POE a cikin fim din manne na hoto, buƙatar POE na gida ya karu akai-akai.
Duk da haka, saboda tsarin samar da POE yana da babban shinge, a halin yanzu, kamfanonin cikin gida ba su da karfin POE, kuma duk abincin POE a cikin ƙasa ya dogara ne akan shigo da kaya.Tun daga 2017, kamfanoni na cikin gida sun ci gaba da haɓaka samfuran POE.Ana sa ran Wanhua Chemical, Oriental Shenghong, Rongsheng Petrochemical, Satellite Chemistry da sauran kamfanoni masu zaman kansu za su cimma nasarar maye gurbin POE a nan gaba.
Kayayyakin baturi na lithium: jigilar manyan kayan guda huɗu an ƙara haɓaka
A shekarar 2022, sabuwar motar makamashi ta kasar Sin da kasuwar ajiyar makamashin batirin lithium sun kasance babba, wanda hakan ya sa jigilar kayayyakin batirin lithium ya karu sosai.Bisa kididdigar da hukumar kula da motoci ta kasar Sin ta fitar, an ce, daga watan Janairu zuwa Nuwamba na shekarar 2022, ana samarwa da sayar da sabbin motoci masu amfani da makamashi na cikin gida da yawansu ya kai miliyan 6.253 da miliyan 6.067, bisa ga matsakaicin karuwar shekara-shekara, kuma kason kasuwa ya kai kashi 25%.
Ana sa ran Cibiyar Nazarin Masana'antu ta Fasaha (GGII) za ta sayar da fiye da miliyan 6.7 na sabbin motocin makamashi na cikin gida a cikin 2022;Ana sa ran cewa, sabuwar kasuwar motocin makamashi ta kasar Sin za ta zarce miliyan 9 a shekarar 2023. A shekarar 2022, ana sa ran karuwar jigilar batir Lithium ta kasar Sin za ta zarce kashi 100 cikin 100, ana sa ran karuwar jigilar batir za ta wuce kashi 110 cikin 100, da kuma karuwar karuwar. na jigilar makamashin batirin lithium ya wuce 150%.Babban haɓakar jigilar batirin lithium ya kori manyan abubuwa huɗu na tabbatacce, korau, diaphragm, electrolyte, da sauran kayan baturin lithium kamar lithium hexfluorophosphate da foil na jan karfe zuwa digiri daban-daban.
Bayanai sun nuna cewa, a farkon rabin shekarar 2022, Kayayyakin Wutar Lantarki na Lithium na kasar Sin sun yi jigilar tan 770,000, wanda ya karu da kashi 62% a duk shekara;jigilar kayayyaki mara kyau na lantarki sun kasance tan 540,000, haɓakar 68% na shekara-shekara;55%;jigilar lantarki sun kasance tan 330,000, karuwa na 63% na shekara-shekara.Gabaɗaya, a cikin 2022, jigilar manyan batirin lithium guda huɗu a cikin Sin gabaɗaya ya kasance ci gaba da haɓaka.
GGII ya yi hasashen cewa, kasuwar batirin lithium ta cikin gida za ta zarce 1TWh a shekarar 2023. Daga cikin su, ana sa ran jigilar batirin wutar lantarki zai wuce 800GWh, sannan jigilar batirin makamashin makamashi zai wuce 180GWh, wanda hakan zai sa jigilar manyan batura guda hudu don kara karuwa. .
Kodayake farashin lithium tama da gishirin lithium sun faɗi a cikin Disamba 2022. Duk da haka, a idanun dillalai, wannan ya fi yawa saboda tasirin kashe-kakar, kuma “matsayi” na farashin lithium bai isa ba.
Huaxi Securities ya yi imanin cewa canjin farashin gishirin lithium shine sauyin yanayi na yau da kullun na lokacin kololuwar masana'antu, ba "ma'anar jujjuyawa ba".Shen Wanhongyuan Securities kuma ya yi imanin cewa, tare da ƙarin sakin ikon samar da albarkatun ƙasa a cikin 2023, yanayin ribar sarkar masana'antar batirin lithium za ta ci gaba daga sama zuwa ƙasa.Kamfanonin Kasuwancin Zhejiang sun yi imanin cewa ikirari a gefe na albarkatun lithium ya fi abin da ake bukata a rabin na biyu na 2023.
Lokacin aikawa: Janairu-10-2023