Ukukhanya kumanda kwezimali ezintsha ezenzekelayo yomlando wamafu we-enameled ubungakanani besivumelwano nesikhathi esizenzakalelayo

Njengomthelela ohlolwekileyo wezimali, umdwebo wamathuba okugcina kuyaphila kwinkathi ebalulekile yokuguquguquka kocingo nokuguquka kwezobuchwepheshe. Ngokuthembeka kwehlabathi elisha likhula ngokushesha njengezimali zenziwe nezenzo kanye nezimali zezinhlelo zempilo, indawo yaseChina yamathuba okugcina engu-2024 iyabonisa igama eliqinile lokuthi "ukungaholi kwezinto ezihle kakhulu nokunyuswa okuphakeme", ngelinye ilifa inqaba yesilinganiso sesimo kanye nesidingo sokufinyelela kwezobuchwepheshe.

1. Isici sencingo: I-Energy entsha iba yisibhamu esibalulekile sokukhula, kanti ukuphakama kwezinto ezihle kakhulu kuyakhula

Ukuthutha kwezimali yesimo seziphu sakhiwo kwisimo senzenzo siphathelene ngokuphakeme. Idatha ikhombisa ukuthi ngo-2024, isicelo sezwire yaseklenze kumzimba wezenzo zintandazo zizakhulula kakhulu kungukungu olungu-30% lwesicelo esigcwele sabantu, ngenkathi yokuthutha ngokwengu-40% ngonyaka. Ukuthutha kwezinhlelo zenhla ye-800V kuzovikela ukuthutha okungu-18% kusuku lonke lwesicelo lezwire yeklenze ephathe impilo. Isicelo sezwire yaseklenze enezimo ezihlakaniphileyo, ezinezimo eziphazinyayo kanye nezikreleliweyo kusenzo sabantu njenge-BYD, SAIC, kanye no-GAC siyovikela ukunyakaza kwemercantile yezinhlelo zephu. Isicelo sendawo yokuzenzela kanye nomlando wophando uyakhula ngokulinganayo. Isicelo sezwire yaseklenze ekusetshenziselwa kubalabalekisi bezindiza ziyakhula ngokwengu-35% ngonyaka ngo-2024, kanti isicelo lezinkinga ezinamandla kanye nezinengqondo ezifanelekileyo kumotore weservo uzovikela ukuhlaziywa kwephutha; Isicelo emlandweni womlando wophando uyakhula ngokwengu-15% ngonyaka, kanti amandla amasha ayatholakala ekufanekiseni izimo eziphazinyayo kwezinkinga zokugayaya kumzimba wezenzo zokuphazimula. Izindawo zezinto eziphelele kanye nezitanki zibonakala njengendlela "ye-stokhi" eya kuveza ukuthutha, kanti umfanekiso wokuthengiswa kwezwire yeklenze ephathe impilo uyafika ku-45%, ethinta phansi izinhlelo ezingcono.

2. Umculo wokwenza: Ukuthuthuka okuphindwe kabili ekwakheni kanye negunya le-manufacturing ne-economy ephinde iphinde

Iqhubeka ngemithetho yomphakathi nokuthethwa kwe-"dual carbon", ukuvuseleka kwezinhlelo zokwenza umlilo wasekwaba kusondeza. Izinto ezingenaphakade zaziyisahluko esibalulekile sokuguquka kwesibonelo. Ngaye 2024, indawo yokhuni yomlilo wasenkabeni owayisebenzisa phakade ngepolyurethane owayisebenzisa phakade yayifika kuya kwi-5%, ikhuphuka kabili kuphela kuye 2021. Lokhu kusungulwa kunciphisa kakhulu ukusithola kwe-volatile organic compound futhi kunciphise izindleko zezimpahla ezibaleni nge-12% -15%. Kwenzeke ubuchwepheshe buhlukene ngokudonsa kobumba bokwehlisa. Anhui Tongling Qisheng Metal ibambelela inkinga yokulawula i-dioxins ngexesha lokuphindezela nokutshisa kwemali yasendabeni ngokusebenzisa umsebenzi wokuphuhlisa okubalulekile wezenzo "Ukucopheleka Okujulile Nokudonsa Kobumba Bokwehlisa Ne-Aluminum Ekuhlathini Okuphezulu", wenza ukuthi kube khona ukwakha kwezimali ezingu-20000 ye-electronic grade ngonyaka, kakhulu ukuthi kube khona ukudonsa kobumba bokwehlisa okufika ku-92%, futhi kunciphise ukusitholwa kwe-carbon ngaphezu kuka-60% kunokushiswa okusha. Ngaye 2024, isilinganiso sokuziphatha kwizinhlelo zokwenza polyurethane zazifika kuye kwi-85%, sibekela ubombo olukhulu lokuphatha ngokwakhe umbala.

3. Isimo sokesikhathi: Ukwatshwa kwezokuthumela ngaphandle nokulinganiswa komlando wokwakha

I-Shina yayisisekelo esikhulu sekwakha kanye nokuthengisa izwire ezenzela, ngakumbi emsindleleni wazo ngo-2024: ivolumu yokuthengisa kwamandla okwenzela polyurethane etholakala yafika ku-80000 itoni, iphinde iphinde kabili ngama-22%; ivolumu yokuthengisa kwamandla okwenzela wasentaba yasendle yafika ku-156000 itoni, iphinde iphinde kabili ngama-8.7%; ukuphinde kabili kwizivumelwano zonke ezihlukaniswe ngezimali kusuka ngoJanuwari usuku ngoOkthoba kwaye yayi-30.01%. Isifungo sokuthengisa sibonisa igunya elithi "bipolar driven": ISEA (Southeast Asia) ibaluleke kakhulu kune-40%, kanti amandla okwakha njenge-Vietnam ne-Thailand anethuba elikhulu lokuthenga izinto ezinezimali eziphansi; Isifungo seYurophu singenziwa ngokuphelele, kanti ikhredhenshiyali yomphakathi yayisisekelo esibalulekile. Isifungo sendawo sibonisa isimo se"ukugcina kwegulu kanye nokulungiswa kwezimali". Izinkampani ezintathu eziguguqulela, AVIC Optoelectronics, Baosheng Corporation, kanye noFar East Corporation, zizonke zibanjwe kuzo kakhulu kune-60% yesifungo, bazungezela ububi bazo ngokuvuselela teknoloji kanye nokunyusa izimali. Kodwa, umqondo wonke uhlala uphazanywa yigunya lezimali. Ngo-2024, izimali zezenzo zizofika kakhulu kuma-3.74 milione itoni, ngemigaqo engu-2.4 milione itoni kanye nenani lokusebenzisa izimali elingcwele kakhulu kuma-64%. Ukuchithwa kwezimali kuhlangene kakhulu kuzo zonke izinto ezinezimali eziphansi kuye kube khona ukuthi izinkampani ezincane kanye nezimfushane zidinga ukuguqula ukudala izinto ezahlukene kanye neziningi.