Kev lag luam roj av ushered hauv cov hauv kev tshiab, hluav taws xob tshwj xeeb roj hluav taws xob hloov pauv nrawm

Tsis ntev los no, Guotai Junan Securities tau tshaj tawm "kev lag luam gases kev lag luam kev tshawb fawb: chaw lag luam yog dav, hluav taws xob tshwj xeeb roj hluav taws xob hloov hluav taws xob tau nrawm" daim ntawv qhia, qhov xwm txheej tam sim no thiab yav tom ntej cov qauv ntawm kev lag luam gases kev lag luam los soj ntsuam thiab pom. Daim ntawv tshaj tawm tau taw qhia tias kev lag luam gases yog cov khoom siv raw ntawm kev lag luam niaj hnub no, nws qhov kev lag luam loj thiab qib ntawm kev lag luam kev lag luam muaj kev cuam tshuam zoo, nrog rau kev loj hlob sai ntawm lub teb chaws cov kev lag luam tawm tshiab, qhov kev thov rau cov roj tshwj xeeb tseem yuav nthuav dav ntxiv, tshwj xeeb tshaj yog hluav taws xob tshwj xeeb gases, raws li kev sib xyaw ua ke, LCD vaj huam sib luag, LEDs, photovoltaic thiab lwm yam kev lag luam tawm tshiab, cov ntaub ntawv tseem ceeb, thiab cov txheej txheem ntawm kev hloov pauv hauv tsev yuav tsum ua kom nrawm rau cov lag luam hauv tsev lag luam gases kom coj cov cib fim tshiab thiab cov teeb meem rau cov lag luam hauv tsev.

Daim ntawv tshaj tawm qhia tias xyoo 2021, kev lag luam thoob ntiaj teb kev lag luam gases loj txog 145.1 billion US dollars, ntawm cov roj tshwj xeeb suav nrog 19%, thiab hluav taws xob tshwj xeeb gases suav txog 63%. Tuam Tshoj txoj kev lag luam gases loj txog 179.8 billion las, ntawm cov roj tshwj xeeb suav nrog 23%, hluav taws xob tshwj xeeb gases suav txog 55%. Daim ntawv tshaj tawm kwv yees tias kev lag luam thoob ntiaj teb kev lag luam roj av yuav loj hlob ntawm CAGR ntawm 6.5% txij xyoo 2022 txog 2025, nrog cov roj tshwj xeeb loj hlob ntawm CAGR ntawm 9.5% thiab hluav taws xob tshwj xeeb roj loj hlob ntawm CAGR ntawm 12.5%. Tuam Tshoj txoj kev lag luam gases kev lag luam yuav loj hlob ntawm qhov sib xyaw ua ke txhua xyoo kev loj hlob ntawm 10.5%, ntawm cov roj tshwj xeeb yuav loj hlob ntawm qhov sib xyaw txhua xyoo kev loj hlob ntawm 14.5%, hluav taws xob tshwj xeeb roj yuav loj hlob ntawm qhov sib xyaw txhua xyoo kev loj hlob ntawm 18.5%.

Raws li tsab ntawv ceeb toom, muaj peb lub ntsiab tsav tsheb rau kev hloov pauv hauv hluav taws xob tshwj xeeb hauv hluav taws xob: ua ntej, kev txhawb nqa ntawm lub teb chaws txoj cai, suav nrog kev ntxiv dag zog rau kev muaj peev xwm ntawm kev ywj pheej, txhawb kev txhim kho ntawm kev lag luam hauv kev sib koom ua ke, thiab txhawb kev ua tiav ntawm lub hom phiaj ntawm carbon neutrality, thiab lwm yam; Qhov thib ob, qhov kev thov rau kev lag luam hauv tsev thiab txawv teb chaws, suav nrog kev loj hlob sai ntawm cov chaw tawm tshiab xws li 5G, Is Taws Nem ntawm Yam, kev txawj ntse, lub zog tshiab, thiab qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau hauv kev lag luam hauv tsev thiab txawv teb chaws, ua rau hauv tsev. semiconductor cov lag luam kom nce peev thiab muaj peev xwm nthuav dav; Thib peb, kev siv zog ntawm kev lag luam hauv tsev lag luam gases, suav nrog nce R & D peev, txhim kho cov khoom zoo, nthuav cov neeg siv khoom, optimizing cov qauv kev pabcuam.

Daim ntawv tshaj tawm qhia tau hais tias tam sim no, kev lag luam hauv tsev lag luam roj tseem tseem yog cov lag luam nyiaj txiag txawv teb chaws, Linde Group thiab Air Liquide ob lub lag luam loj ua lag luam sib koom ntawm 21.9% thiab 20.7% raws li, thaum cov tuam txhab lag luam hauv tsev Jinhong roj, Huat roj lag luam feem. 0.78%, 0.62% feem. Txawm li cas los xij, nrog kev nrawm ntawm kev hloov pauv hauv tsev, cov tuam txhab tsim khoom lag luam hauv tsev yuav tsum maj mam nce, tshwj xeeb tshaj yog nyob rau hauv kev lag luam hluav taws xob tshwj xeeb gases, cov tuam txhab tsim khoom hauv tsev tau ua tiav nrog cov qauv thoob ntiaj teb hauv qee cov khoom, xws li boron nitride, hydrogen fluoride, fluoromethane. , thiab lwm yam, thiab lub neej yav tom ntej yuav tsum tau ua tiav kev ua tiav yav tom ntej muaj ntau yam khoom, xws li silane, nitrogen fluoride, fluorocarbon, thiab lwm yam.

Daim ntawv tshaj tawm qhia tias cov tuam txhab lag luam roj yuav tsum tuav lub sijhawm ntawm kev hloov pauv hluav taws xob tshwj xeeb hauv tsev, ntxiv dag zog thev naus laus zis tshiab thiab cov khoom lag luam R & D, txhim kho cov khoom zoo thiab ruaj khov, nthuav cov neeg siv khoom thiab kev sib koom ua lag luam, ua kom zoo dua cov khoom siv roj thiab qib kev pab cuam, txhim kho profitability thiab kev sib tw, thiab pab txhawb txoj kev loj hlob ntawm lub teb chaws cov kev lag luam tawm tshiab.