Boemong ba phetohelo e ncha ea saense le thekenoloji le ho phahama ha bochaba ba lisebelisoa tsa lefats'e, phepelo ea bokhoni bo bocha e fokotsehile, ha masimo a ntseng a hlaha a ntse a tsoela pele ho atolosoa.Makala a amanang joalo ka thepa ea fluorine, lik'hemik'hale tsa phosphorus, aramid le liindasteri tse ling li lebelletsoe ho tsoela pele.E boetse e na le tšepo mabapi le menyetla ea tsoelo-pele ea eona.
Indasteri ea lik'hemik'hale ea Fluorine: Sebaka sa 'maraka se lula se hola
Ka 2022, ts'ebetso ea lik'hamphani tse thathamisitsoeng ka fluorochemical e ne e khanya.Ho ea ka lipalo-palo tse sa phethahalang, likarolong tse tharo tsa pele, phaello e ngata ea lik'hamphani tse thathamisitsoeng tsa fluorochemical tse fetang 10 e eketsehile selemo le selemo, 'me phaello ea lik'hamphani tse ling e eketsehile ka makhetlo a fetang 6 selemo le selemo.Ho tloha sehatsetsing ho ea ho lisebelisoa tse ncha tsa fluoride, ho ea ho matla a macha a matla a lithium, lihlahisoa tsa lik'hemik'hale tsa fluoride li ntse li atolosa sebaka sa tsona sa 'maraka ka melemo ea tsona e ikhethang ea ts'ebetso.
Fluorite ke sesebelisoa sa bohlokoa ka ho fetesisa se ka pele bakeng sa ketane ea indasteri ea fluorochemical.Hydrofluoric acid e entsoeng ka thepa e tala ke motheo oa indasteri ea lik'hemik'hale ea sejoale-joale ea fluorous.E le motheo oa ketane eohle ea indasteri ea fluorochemical, hydrofluoric acid ke sesebelisoa sa mantlha sa ho etsa lihlahisoa tsa lik'hemik'hale tsa fluorine tse bohareng le tse tlase.Liindasteri tse ka sehloohong tsa ho theosa le noka ea eona li kenyelletsa sehatsetsi.
Ho ea ka "Montreal Protocol", ka 2024, tlhahiso le tšebeliso ea meloko e meraro ea lihatsetsi naheng ea heso e tla ba le leqhoa boemong ba pele.Yangtze Securities Research Report e lumela hore kamora pherekano ea meloko e meraro ea lihatsetsi, likhoebo li ka khutlela boemong ba phepelo e shebaneng le 'maraka.Palo ea sehatsetsi sa meloko e meraro ka 2024 e ile ea hoamisoa ka molao, 'me palo e akaretsang ea sehatsetsi sa moloko oa bobeli ka 2025 e ile ea fokotseha ka 67.5%.E lebelletsoe ho tlisa lekhalo la phepelo ea lithane tse 140,000 / selemo.Mabapi le tlhokahalo, boima ba indasteri ea thekiso ea matlo bo ntse bo le teng.Tlas'a ntlafatso ea thibelo le taolo ea seoa sena, liindasteri tse kang lisebelisoa tsa lapeng li ka hlaphoheloa butle-butle.Ho lebeletsoe hore meloko e meraro ea sehatsetsing e lebeletsoe ho khutlela morao ho tloha botlaaseng ba boom.
China Business Industry Research Institute e bolela esale pele hore ka nts'etsopele e potlakileng ea matla a macha, likoloi tse ncha tsa matla, li-semiconductors, lisebelisoa tsa elektroniki le liindasteri tsa bongaka, li-intermediates tse nang le fluorine, monomer e khethehileng ea fluoride, pholiso ea fluoride, mofuta o mocha oa fluorine -e nang le moemeli oa ho tima mollo, jj. Ntlafatso ea mefuta e mecha ea theknoloji ea lik'hemik'hale e nang le fluorine e ntse e tsoela pele ho teba.Sebaka sa mmaraka sa liindasteri tsena tse tlase se ntse se atolosoa khafetsa, se tla tlisa lintlha tse ncha tsa kholo indastering ea lik'hemik'hale tse fluorous.
China Galaxy Securities le Guosen Securities li lumela hore lisebelisoa tsa lik'hemik'hale tse phahameng li lebeletsoe hore li tsoele pele ho eketsa sekhahla sa libaka, tse nang le tšepo ka lipoleiti tsa fluorite tse kang fluorite -refrigerant.
Indasteri ea lik'hemik'hale ea Phosphorus: Sebaka sa ts'ebeliso e tlase ea noka ea atolosoa
Ka 2022, e anngoeng ke liphetoho tsa meralo ea phepelo le tšebeliso ea matla "taolo e habeli", matla a macha a tlhahiso ea lihlahisoa tsa lik'hemik'hale tsa phosphorus a na le bokhoni bo fokolang ba tlhahiso le litheko tse phahameng, ho rala motheo oa ts'ebetso bakeng sa lefapha la lik'hemik'hale tsa phosphorus.
Phosphate ore ke thepa e tala ea mantlha bakeng sa ketane ea indasteri ea lik'hemik'hale tsa phosphate.Sebaka se tlase se kenyelletsa manyolo a phosphate, phosphate ea lijo-grade, lithium iron phosphate le lihlahisoa tse ling.Har'a bona, lithium iron phosphate ke sehlopha se atlehileng ka ho fetisisa letotong la hajoale la indasteri ea lik'hemik'hale tsa phosphate.
Ho utloisisoa hore tone e 'ngoe le e 'ngoe ea phosphate ea tšepe e hlahisoa ka lithane tse 0.5 ~ 0.65, le lithane tse 0,8 tsa ammonium phosphate e le 'ngoe.Keketseho e phahameng ea lebelo la tlhokahalo ea lithium iron phosphate hammoho le ketane ea indasteri ho isa phetisong e holimo e tla eketsa tlhoko ea ore ea phosphate tšimong ea matla a macha.Ts'ebetsong ea sebele ea tlhahiso, betri ea 1gWh lithium iron phosphate e hloka lithane tse 2500 tsa lisebelisoa tsa masapo tsa lithium iron phosphate, tse lumellanang le lithane tse 1440 tsa phosphate (ho phutha, ke hore, P2O5 = 100%).Ho hakanngoa hore ka 2025, tlhoko ea tšepe ea phosphate e tla fihla ho lithane tse limilione tse 1.914, 'me tlhokahalo e tsamaellanang ea phosphate ore e tla ba lithane tse limilione tse 1.11, e leng karolo ea 4.2% ea tlhoko eohle ea phosphate ore.
Guosen Securities Research Report e lumela hore lintlha tsa mekha e mengata li tla khothaletsa ka kopanelo katleho e phahameng e tsoelang pele ea ketane ea indasteri ea lik'hemik'hale ea phosphorus.Ho ea ka pono ea ho ea holimo, molemong oa keketseho ea monyako oa ho kena ha indasteri nakong e tlang le khatello e phahameng ea tšireletso ea tikoloho, lehlakore la eona la phepelo le tla tsoela pele ho tiisa, 'me litšobotsi tsa khaello ea lisebelisoa li hlahella.Litheko tse feteletsanang tsa matla a tsoang kantle ho naha li nyolohile ho khothaletsa theko e phahameng ea lik'hemik'hale tsa phosphorus kantle ho naha, 'me molemo oa litšenyehelo oa likhoebo tse amehang tsa lehae o hlahile.Ho feta moo, koluoa ea lefats'e ea lijo-thollo le potoloho ea nala ea temo li tla khothaletsa tlhokahalo e holimo ea manyolo a phosphate;kholo e phatlohang ea libeteri tsa iron phosphate e boetse e fana ka keketseho ea bohlokoa ea tlhokahalo ea ore ea phosphate.
Capital Securities e boletse hore sesosa sa motso o mocha oa inflation ea lisebelisoa tsa lefats'e ke potoloho ea bokhoni ba tlhahiso, ho kenyelletsa le litšenyehelo tse sa lekaneng tsa lichelete lilemong tse fetileng tsa 5-10 tsa mehloli ea liminerale, ho kenyelletsa le khaello ea litšenyehelo tsa lichelete nakong e fetileng ea 5-10. lilemo, 'me ho lokolloa ha bokhoni bo bocha ho tla nka nako e telele.Khatello ea selemo ea phosphorus ore e thata ho fokotsa.
Litšireletso tsa mehloli e bulehileng li lumela hore pina e ncha ea matla e tsoetse pele ka katleho e phahameng 'me e' nile ea e-ba le tšepo ka lisebelisoa tse ka holimo tse kang lik'hemik'hale tsa phosphorus ka nako e telele.
Aramid:Innovation ho fihlela khoebo e ntseng e eketseha
Ka nts'etsopele e potlakileng ea indasteri ea tlhahisoleseling, aramid e ntse e hohela tlhokomelo ho tsoa 'marakeng oa lichelete.
Aramid fiber ke e 'ngoe ea likhoele tse tharo tse sebetsang hantle lefatšeng.E kenyelelitsoe indastering ea leano la naha le ntseng le hlaha hape ke sesebelisuoa sa leano la boemo bo holimo bakeng sa tšehetso ea nako e telele ea naha.Ka April 2022, Lekala la Indasteri le Theknoloji ea Boitsebiso le Komisi ea Naha ea Ntšetso-pele le Phetoho ka kopanelo ba ile ba etsa tlhahiso ea hore hoa hlokahala ho ntlafatsa boemo ba tlhahiso ea fiber e sebetsang hantle le ho tšehetsa tšebeliso ea aramid tšimong e phahameng ea boemo bo phahameng.
Aramid e na le mefuta e 'meli e hlophisitsoeng ea aramid le e bohareng, 'me karolo e ka tlase ea noka e kenyelletsa liindasteri tsa fiber fiber cable.Lintlha li bonts'a hore ka 2021, boholo ba mmaraka oa lefats'e oa aramid e ne e le $ 3.9 billion, mme e lebelletsoe ho nyolohela ho US $ 6.3 billion ka 2026, ka sekhahla sa kholo ea selemo le selemo sa 9.7%.
Lilemong tsa morao tjena, indasteri ea China ea optical fiber cable e tsoetse pele ka potlako 'me e tsoetse pele lefatšeng.Ho ea ka lipalo-palo tse tsoang ho Lekala la Indasteri le Theknoloji ea Boitsebiso, bolelele bohle ba mohala oa naha oa optical cable ka 2021 bo fihlile lik'hilomithara tse limilione tse 54.88, 'me tlhokahalo ea lihlahisoa tse phahameng tsa aramid e ne e le haufi le lithane tse 4,000, tseo 90% e ntseng e itšetlehile ka tsona. tse tsoang kantle ho naha.Ho tloha halofo ea pele ea 2022, bolelele bohle ba mohala oa naha oa optical cable bo fihlile lik'hilomithara tse limilione tse 57.91, e leng keketseho ea 8.2% selemo le selemo.
Yangtze Securities, Huaxin Securities, le Guosen Securities ba lumela hore ho latela kopo, litekanyetso tsa lisebelisoa tsa ho itšireletsa bohareng ba aramid li tla tsoela pele butle-butle, 'me tlhokahalo ea aramid tšimong ea puisano ea optical le rabara e tla lula e le matla. .Ntle le moo, tlhokahalo ea mmaraka ea 'maraka oa lithium -electrodermilida e pharalletse.Ka ho potlakisa mekhoa e meng ea malapeng ea aramid, boemo ba malapa nakong e tlang bo lebeletsoe hore bo eketsehe haholo, 'me lihlahisoa tsa likarolo tse amehang li tšoaneloa ke tlhokomelo.
Nako ea poso: Jan-10-2023