Dangane da sabon zagayen juyin juya halin kimiyya da fasaha da kuma bunkasar kishin kasa na albarkatun kasa a duniya, samar da sabbin ayyuka ya ragu, yayin da ake ci gaba da fadada fagagen da ke kan gaba.Sassan da ke da alaƙa kamar kayan fluorine, sinadarai na phosphorus, aramid da sauran masana'antu ana sa ran za su ci gaba.Hakanan yana da kyakkyawan fata game da ci gabanta.
Masana'antar sinadarai ta Fluorine: sararin kasuwa koyaushe yana faɗaɗawa
A cikin 2022, aikin kamfanonin da aka jera na fluorochemical ya kasance mai haske.Bisa kididdigar da ba ta cika ba, a cikin kashi uku na farko, ribar da aka samu fiye da 10 kamfanonin fluorochemical da aka jera sun karu a duk shekara, kuma ribar da wasu kamfanoni ke samu ya karu da fiye da sau 6 a kowace shekara.Daga firiji zuwa sabon kayan fluoride, zuwa sabbin batir lithium mai ƙarfi, samfuran sinadarai na fluoride sun ci gaba da faɗaɗa sararin kasuwansu tare da fa'idodin aikinsu na musamman.
Fluorite shine mafi mahimmancin gaba-karshen albarkatun ƙasa don sarkar masana'antar fluorochemical.Acid hydrofluoric da aka yi da albarkatun ƙasa shine tushen masana'antar sinadarai masu ƙyalli na zamani.A matsayin jigon duk sarkar masana'antar fluorochemical, hydrofluoric acid shine ainihin albarkatun ƙasa don yin samfuran sinadarai na tsakiya da ƙasa.Manyan masana'antun da ke ƙasa sun haɗa da firiji.
A cewar t he "Montreal Protocol", a cikin 2024, samarwa da amfani da tsararraki uku na refrigerants a cikin ƙasata za su daskare a matakin asali.Rahoton Bincike na Yangtze Securities ya yi imanin cewa bayan rugujewar keɓancewar ƙima na ƙarni uku, kamfanoni na iya komawa zuwa matakin samar da kayayyaki na kasuwa.An daskarar da kaso na na'urar firijin na ƙarni uku a cikin 2024 a hukumance, kuma adadin na refrigerant na ƙarni na biyu a cikin 2025 ya ragu da kashi 67.5%.Ana sa ran zai kawo gibin wadata ton 140,000 a shekara.Dangane da buƙatu, har yanzu ƙarfin masana'antar gidaje yana nan.Karkashin inganta rigakafi da sarrafa cutar, masana'antu kamar na'urorin gida na iya murmurewa sannu a hankali.Ana sa ran tsararraki uku na refrigeren za su koma baya daga kasan bum din.
Cibiyar Nazarin Harkokin Kasuwancin kasar Sin ta yi hasashen cewa, tare da saurin bunkasuwar sabbin makamashi, sabbin motocin makamashi, semiconductor, na'urorin lantarki, da masana'antu na likitanci, ma'auni mai dauke da sinadarin fluorine, monomer fluoride na musamman, mai sanyaya fluoride, sabon nau'in fluorine mai dauke da wakili na kashe wuta, da dai sauransu. Haɓaka sabbin nau'ikan fasahar sinadarai masu ɗauke da fluorine ya ci gaba da zurfafawa.Ana ci gaba da faɗaɗa sararin kasuwa na waɗannan masana'antu na ƙasa, wanda zai kawo sabbin abubuwan haɓaka ga masana'antar sinadarai masu ƙyalli.
China Galaxy Securities da Guosen Securities sun yi imanin cewa manyan kayan sinadarai ana sa ran za su ci gaba da haɓaka ƙimar wurin zama, suna da kyakkyawan fata game da faranti na fluorite kamar fluorite-refrigerant.
Masana'antar sinadarai ta Phosphorus: An faɗaɗa iyakokin aikace-aikacen ƙasa
A cikin 2022, wanda ya shafi sauye-sauyen tsarin samar da kayan aiki da kuma amfani da makamashi "sarrafa biyu", sabon ƙarfin samar da samfuran sinadarai na phosphorus yana da iyakataccen ƙarfin samarwa da farashi mai yawa, wanda ya kafa harsashin aiwatar da sashin sinadarai na phosphorus.
Phosphate tama shine tushen albarkatun ƙasa don sarkar masana'antar sinadarai ta phosphate.Ruwan da ke ƙasa ya haɗa da takin phosphate, abinci-grade phosphate, lithium iron phosphate da sauran kayayyakin.Daga cikin su, lithium iron phosphate shine mafi wadata a cikin sarkar masana'antar sinadarai ta phosphate na yanzu.
An fahimci cewa kowane ton 1 na baƙin ƙarfe phosphate ana samar da shi ta 0.5 ~ 0.65 ton, da 0.8 ton na ammonium phosphate ɗaya.Babban saurin haɓakar buƙatun baƙin ƙarfe na lithium tare da sarkar masana'antu zuwa watsawa na sama zai haɓaka buƙatun ma'adinan phosphate a fagen sabbin makamashi.A cikin ainihin tsari na samarwa, batirin 1gWh lithium iron phosphate baturi yana buƙatar ton 2500 na lithium iron phosphate orthopedic kayan aiki, daidai da 1440 ton na phosphate (folding, wato, P2O5 = 100%).An yi kiyasin cewa nan da shekarar 2025, bukatar sinadarin phosphate zai kai ton miliyan 1.914, kuma madaidaicin buqatar takin ta phosphate zai kai tan miliyan 1.11, wanda ya kai kusan kashi 4.2% na yawan buqatar tama na phosphate.
Rahoton Bincike na Guosen Securities ya yi imanin cewa abubuwan ɓangarorin da yawa za su haɓaka ci gaba da wadatar sarkar masana'antar sinadarai ta phosphorus.Daga mahangar sama, dangane da karuwar shigowar masana'antar a nan gaba da kuma matsin lamba na kare muhalli, bangaren samar da kayayyaki zai ci gaba da kara karfi, kuma karancin abubuwan da ke tattare da albarkatun sun yi fice.Haɓaka farashin makamashi na ƙasashen waje ya tashi don haɓaka tsadar sinadarai na phosphorus a ƙasashen waje, kuma fa'idar tsadar kasuwancin cikin gida da suka dace ya bayyana.Bugu da kari, matsalar hatsi a duniya da kuma sake zagayowar wadatar noma za su bunkasa bukatar takin phosphate a sama;haɓakar fashewar batir phosphate na baƙin ƙarfe kuma yana ba da ƙarin haɓaka haɓaka buƙatun takin phosphate.
Kamfanin Capital Securities ya bayyana cewa, dalilin da ya haifar da wani sabon zagaye na hauhawar farashin albarkatun kasa a duniya, shi ne yanayin yadda ake samar da kayayyaki, ciki har da rashin isassun kudaden da aka kashe a cikin shekaru 5-10 na albarkatun ma'adinai, ciki har da rashin kashe kudade a cikin shekaru 5-10 da suka gabata. shekaru, kuma sakin sabon ƙarfin zai ɗauki lokaci mai tsawo.Tashin hankali na shekarar samar da takin phosphorus yana da wahala a rage shi.
Ƙididdiga masu buɗe ido sun yi imanin cewa sabuwar hanyar makamashi ta ci gaba da wadata sosai kuma tana da kyakkyawan fata game da abubuwan da ke sama kamar su sinadaran phosphorus na dogon lokaci.
Aramid:Ƙirƙira don cimma kasuwancin haɓaka
Tare da saurin ci gaban masana'antar bayanai, aramid ya ƙara jawo hankali daga kasuwar babban birnin.
Fiber Aramid yana ɗaya daga cikin manyan filaye uku masu inganci a duniya.An haɗa shi a cikin masana'antu masu tasowa masu tasowa na ƙasa kuma abu ne mai mahimmanci na babban tsari don tallafin ƙasar na dogon lokaci.A watan Afrilun 2022, Ma'aikatar Masana'antu da Fasahar Watsa Labarai da Hukumar Ci Gaba da Gyara ta Kasa sun ba da shawarar cewa ya zama dole a inganta matakin samar da fiber mai girma da kuma tallafawa aikace-aikacen aramid a cikin babban filin jirgin sama.
Aramid yana da nau'i biyu masu tsari na aramid da matsakaici, kuma babban ƙasa ya haɗa da masana'antar fiber fiber fiber masana'antu.Bayanai sun nuna cewa a cikin 2021, girman kasuwar aramid ta duniya ya kai dala biliyan 3.9, kuma ana sa ran zai karu zuwa dala biliyan 6.3 a shekarar 2026, tare da karuwar karuwar shekara-shekara na 9.7%.
A cikin 'yan shekarun nan, masana'antar kebul na fiber na gani na kasar Sin ta samu ci gaba cikin sauri kuma ta yi tsalle a matsayi na farko a duniya.Bisa kididdigar da ma'aikatar masana'antu da fasahar watsa labaru ta kasar Sin ta fitar, jimlar tsawon layin na USB na kasar a shekarar 2021 ya kai kilomita miliyan 54.88, kuma bukatu na kayayyakin aramid masu inganci ya kusan ton 4,000, wanda kashi 90% har yanzu sun dogara. shigo da kaya.Ya zuwa rabin farko na shekarar 2022, jimilar tsawon layin na USB na kasar ya kai kilomita miliyan 57.91, karuwar kashi 8.2% a shekara.
Kamfanin Yangtze Securities, Huaxin Securities, da Guosen Securities sun yi imanin cewa, dangane da aikace-aikacen, ka'idojin kayan aikin kariya a tsakiyar aramid za su ci gaba sannu a hankali, kuma buƙatar aramid a fagen sadarwa na gani da roba zai kasance mai ƙarfi. .Bugu da kari, kasuwa bukatar lithium-electrodermilida shafi kasuwar ne m.Tare da haɓaka hanyoyin maye gurbin gida na aramid, ana sa ran matakin cikin gida a nan gaba zai karu sosai, kuma sassan da suka dace sun cancanci kulawa.
Lokacin aikawa: Janairu-10-2023