Msika wa gasi wamafakitale unayambitsa mwayi watsopano, m'malo mwamagetsi apadera a gasi apanyumba adapita patsogolo

Posachedwapa, Guotai Junan Securities anatulutsa "kufufuza mafakitale gasi makampani: malo msika ndi yotakata, pakompyuta wapadera mpweya m'malo m'nyumba inapita patsogolo" lipoti, mmene zinthu zilili ndi tsogolo la mafakitale mpweya makampani kusanthula ndi kaonedwe. Lipotilo linanena kuti mpweya wa mafakitale monga zida zopangira mafakitale amakono, kukula kwake kwa msika ndi kukula kwa mafakitale kumagwirizana kwambiri, ndi chitukuko chofulumira cha mafakitale omwe akutuluka m'dzikoli, kufunika kwa mpweya wapadera kudzapitiriza kukula, makamaka mpweya wapadera pakompyuta, monga madera Integrated, mapanelo LCD, LEDs, photovoltaic ndi mafakitale ena akutuluka, zipangizo zofunika, ndi ndondomeko m'malo zoweta akuyembekezeka imathandizira kwa mabizinezi zoweta mpweya mafakitale kubweretsa Mwayi watsopano ndi mavuto makampani zoweta gasi mafakitale.

Lipotilo likuwonetsa kuti mu 2021, msika wapadziko lonse lapansi wamsika wamagesi wamafuta udafika 145.1 biliyoni US, pomwe mpweya wapadera umakhala 19%, ndipo mpweya wapadera wamagetsi ndi 63%. Kukula kwa msika wa gasi waku China ku China kudafika madola biliyoni 179,8, pomwe mipweya yapadera imakhala 23%, mipweya yapadera yamagetsi ndi 55%. Lipotilo likuyerekeza kuti msika wamagesi wapadziko lonse lapansi udzakula pa CAGR ya 6.5% kuyambira 2022 mpaka 2025, mipweya yapadera ikukula pa CAGR ya 9.5% ndi mpweya wapadera wamagetsi womwe ukukula pa CAGR ya 12.5%. Msika wamagetsi waku China waku China udzakula pamlingo wokulirapo pachaka wa 10.5%, pomwe mpweya wapadera udzakula pamlingo wapachaka wa 14.5%, mpweya wapadera wamagetsi udzakula pamlingo wapachaka wa 18.5%.

Malinga ndi lipotili, pali zinthu zitatu zazikulu zoyendetsa galimoto zomwe zimalowetsa m'malo mwamagetsi apadera amagetsi: choyamba, kuthandizira ndondomeko za dziko, kuphatikizapo kulimbikitsa luso lazinthu zatsopano, kulimbikitsa chitukuko cha makampani ophatikizana ozungulira, ndi kulimbikitsa kukwaniritsa cholinga cha kusalowerera ndale kwa carbon, etc.; chachiwiri, kufunikira kwamisika yapakhomo ndi yakunja, kuphatikiza kukula mwachangu kwa madera omwe akutuluka monga 5G, intaneti ya Zinthu, luntha lochita kupanga, magalimoto amagetsi atsopano, komanso kusagwirizana pakati pa kupezeka ndi kufunikira kwamakampani akunyumba ndi akunja a semiconductor, zomwe zimatsogolera kunyumba. mabizinesi a semiconductor kuti awonjezere ndalama ndi kukulitsa mphamvu; Chachitatu, zoyesayesa zamabizinesi am'mafakitale am'mafakitale, kuphatikiza kuchulukitsa ndalama za R&D, kukonza zinthu, kukulitsa zinthu zamakasitomala, kukhathamiritsa mtundu wautumiki.

Lipotilo likuwonetsa kuti pakadali pano, msika wamafuta am'mafakitale apanyumba udalamulidwa ndi mabizinesi omwe amathandizidwa ndi mayiko akunja, Linde Gulu ndi Air Liquide mabizinesi awiri akuluakulu amsika a 21.9% ndi 20.7% motsatana, pomwe opanga m'nyumba Jinhong gasi, gawo la msika wa Huat. ndi 0.78% ndi 0.62% motsatana. Komabe, ndi mathamangitsidwe m'malo zoweta, opanga zoweta msika akuyembekezeka kuwonjezeka pang'onopang'ono, makamaka m'munda wa mpweya wapadera magetsi, opanga zoweta akwaniritsa kale convergence ndi mfundo mayiko ena mankhwala, monga boron nitride, hydrogen fluoride, fluoromethane. , etc., ndipo tsogolo likuyembekezeka kukwaniritsa zopambana m'tsogolo pali zinthu zambiri, monga silane, nayitrogeni fluoride, fluorocarbon, etc..

Lipotilo likusonyeza kuti mabizinesi gasi m'mafakitale ayenera kutenga mwayi m'malo zoweta mpweya wapadera wamagetsi, kulimbikitsa luso lamakono ndi mankhwala R & D, kusintha khalidwe la mankhwala ndi bata, kukulitsa chuma makasitomala ndi gawo msika, kukhathamiritsa mode kupereka mpweya ndi mlingo utumiki, kusintha phindu ndi kupikisana, ndikuthandizira pa chitukuko cha mafakitale otukuka mdziko muno.