Cov xwm txheej tam sim no ntawm Kev Lag Luam Fiberglass Lub Sijhawm 14th Tsib -Lub Sijhawm Npaj Xyoo

1.1 Txoj Cai Txhawb Nqa Thaum Lub Sijhawm Tsib Hlis 14 - Lub Sijhawm Npaj Xyoo, tsoomfwv lub tebchaws tau tshaj tawm ntau cov ntaub ntawv qhia, suav nrog "Cov Txheej Txheem ntawm 14th Tsib- Xyoo Npaj Rau Kev Txhim Kho Hauv Tebchaws thiab Kev Loj Hlob thiab Ntev- Lub Hom Phiaj Los Ntawm Xyoo 2035," "Kev txiav txim siab ntawm CPC Kev Sib Koom Tes Sib Koom Tes Hauv Nruab Nrab Nruab Nrab ntawm Kev Sib Koom Tes thiab Kev Sib Koom Tes Suav -Style Modernization," thiab "Kev xav ntawm CPC Central Committee thiab Lub Xeev Pawg Neeg Saib Xyuas Kev Ua Haujlwm Zoo thiab Ua Raws Li Txoj Cai Tshiab Tsim thiab Ua Haujlwm Zoo hauv Carbon Peaking thiab Carbon Neutrality." Cov ntaub ntawv no tau hais meej meej rau cov tswv yim, ntsuab, thiab qis - carbon tawm kev lag luam xws li cov ntaub ntawv tshiab, tsom rau kev cog qoob loo thiab ntxiv dag zog rau cov tsav tsheb tshiab ntawm kev tsim kho kev lag luam. Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam thiab Cov Ntaub Ntawv Technology tau tshaj tawm "Cov Lus Qhia Qhia rau Thawj Pawg Daim Ntawv Thov Kev Pom Zoo ntawm Cov Khoom Siv Tshiab Tshiab (2021 Edition)," uas suav nrog qib siab -kev ua haujlwm fiberglass thiab cov ntaub ntawv sib xyaw ua ib qho ntawm cov ntaub ntawv tshiab hauv kev txhawb nqa tseem ceeb. Lub National Development thiab Reform Commission tau hloov kho "Cov Lus Qhia Qhia rau Kev Txhim Kho Kev Txhim Kho Kev Lag Luam (2024 Edition)," qhia meej meej rau kev txhim kho cov khoom lag luam tshiab xws li siab - fiberglass kev ua tau zoo. Nyob rau hauv lub zos, ntau lub xeev thiab lub nroog tau suav nrog qhov siab -kev ua haujlwm fiberglass kev lag luam hauv lawv cov phiaj xwm kev lag luam tawm tshiab, txhawb kev loj hlob ntawm kev lag luam los ntawm ntau yam -kev ntsuas xws li kev taw qhia txoj cai, kev cog qoob loo, kev txhawb nqa nyiaj txiag, thiab kev ua kom zoo dua qub. Ua raws li cov kev cai tswjfwm no, kev lag luam fiberglass tau hloov nws lub hom phiaj los ntawm kev nthuav dav mus rau kev txhim kho kom zoo, kev hloov pauv ntawm kev txawj ntse thiab ntsuab, thiab kev sib koom tes tshiab thoob plaws tag nrho kev lag luam saw. Qhov no tau tsim lub hauv paus ruaj khov rau lub sijhawm ntev - txoj kev loj hlob ntawm kev lag luam cov ntaub ntawv tshiab, txhawb kev tsim kho lub zog tsim khoom thiab kev txhim kho kev lag luam zoo.

1.2 Production Scale Tag nrho cov khoom siv hauv tsevfiberglassCov xov paj tau nce los ntawm 5.41 lab tons ntawm qhov kawg ntawm 13th Tsib -Lub Sijhawm Npaj Xyoo mus rau 7.56 lab tons hauv 2024. Ntawm qhov no, lub tshuab hluav taws xob cov xov paj suav txog kwv yees li 7.26 lab tons (96%), thaum cov xov paj channel thiab crucible suav txog kwv yees li 291,000 tons. Tsis tas li ntawd, iav sphere ntau lawm yog kwv yees li 608,000 tons, hluav taws xob daim ntaub / xav tau ntau lawm yog kwv yees li 809,000 tons, thiab cov ntaub npuag / xav tau yog kwv yees li 667,000 tons. Nyob rau hauv cov nqe lus ntawm kev tsim cov qauv ntawm fiberglass yarn, tank furnace yarn tuav txoj haujlwm tseem ceeb. Tag nrho cov xov paj fiberglass hauv tsev tau khaws cia kev loj hlob qeeb rau ob xyoos sib law liag hauv 2023 thiab 2024 (xyoo-ntawm- xyoo kev loj hlob ntawm 5.2% thiab 4.6% raws li), txhim kho kev lag luam thiab kev xav tau kev sib raug zoo. Cov qauv tsim thiab kev loj hlob no tau tsim lub hauv paus ruaj khov rau kev ua kom zoo ntawm kev lag luam thiab kev xav tau thiab txhawb kev lag luam kev loj hlob mus rau siab - kawg thiab ntsuab cov lus qhia.

1.3 Kev Muaj Peev Xwm Ntau Lawm Thoob Ntiaj Teb, tag nrho cov peev txheej ntawm fiberglass yarn yog kwv yees kom ncav cuag kwv yees li 12 lab tons los ntawm 2025, nrog Asia suav txog 81.5%; Tuam Tshoj lub peev xwm yog kwv yees li 8.7 lab tons, suav txog 89% ntawm Asia thiab 72.5% ntawm lub ntiaj teb tag nrho. Cov qauv ntawm "lub ntiaj teb kev lag luam fiberglass saib rau Asia, thiab Asia cov fiberglass kev lag luam ntsia rau Tuam Tshoj" tau ntxiv consolidated, thiab Tuam Tshoj tau dhau los ua "ballast" ntawm lub ntiaj teb no kev lag luam. Lub tshuab hluav taws xob hauv tsev lub tshuab hluav taws xob cov xov paj tsim muaj peev xwm yog qhov tseem ceeb hauv cheeb tsam. Tuam Tshoj sab hnub tuaj muaj peev xwm ntawm 5.2 lab tons, suav txog 59.8% ntawm lub teb chaws tag nrho, dhau los ua ib cheeb tsam tseem ceeb vim nws qhov chaw zoo tshaj plaws thiab ua tiav cov saw hlau; Southwest Tuam Tshoj muaj peev xwm ntawm 2.05 lab tons, suav txog 23.6%, dhau los ua tus ncej loj hlob tuaj vim nws cov peev txheej zoo thiab kev txhawb nqa txoj cai; North China, South Tuam Tshoj, Central Tuam Tshoj, thiab Northeast Tuam Tshoj tus account rau 8.2%, 2.3%, 1.5%, thiab 0.1% ntawm lub peev xwm, feem. Tsis tas li ntawd, lub teb chaws muaj peev xwm rau pob - hom crucibles thiab channel yog kwv yees li 400,000 tons.

1.4 Product Innovation Thaum lub sij hawm 14th Tsib -Xyoo Plan lub sij hawm, siab- kawg thiab cov khoom tshwj xeeb txuas ntxiv mus rau hauv kev lag luam. High-modulus, siab- lub zog fiberglass ua tiav ntau lawm, nrog rau kev ua tau zoo mus txog qib siab thoob ntiaj teb; ntau lub tuam txhab loj- tsim ultra- cov khoom siv hluav taws xob zoo fiberglass thiab ultra- cov ntaub ntawv hluav taws xob nyias nyias, txhawb kev tsim cov ntaub ntawv hluav taws xob hauv kev lag luam; qis-dielectric/low{11}}expansion fiberglass tsoo lub tshuab txawv teb chaws monopoly, thiab ntau lub tuam txhab tsim cov kab ntau lawm; basalt fiber yog tam sim no nyob rau hauv loj ntau lawm los ntawm 20 tuam txhab uas muag, nrog ib tug txhua xyoo tso zis ntawm kwv yees li 50,000 rau 60,000 tons; breakthroughs kuj tau ua tiav nyob rau hauv tshwj xeeb fiberglass cov khoom xws li cov rau nuclear kev lag luam, enriching cov khoom hom thiab daim ntawv thov cheeb tsam.

1.5 Daim Ntawv Thov Cheeb Tsam Thoob Ntiaj Teb, fiberglass thiab cov ntaub ntawv sib xyaw tau siv dav hauv kev tsim kho vaj tsev thiab cov khoom siv hauv tsev, kev thauj mus los, hluav taws xob thiab hluav taws xob engineering, hluav taws xob thiab kev tiv thaiv ib puag ncig, thiab ntau lwm yam. Daim ntawv thov thaj chaw ntawm kuv lub teb chaws kev lag luam fiberglass yeej zoo ib yam li cov thoob ntiaj teb. Nyob rau hauv xyoo tas los no, vim muaj kev loj hlob ntawm kev lag luam tawm tshiab, kev faib ua fiberglass nyob rau hauv cov teb tshiab tau nce, tshwj xeeb tshaj yog nyob rau hauv lub zog huv si xws li cua turbine hniav tsim thiab photovoltaic thav duab ntau lawm, tsav tsheb innovation thiab kho dua tshiab nyob rau hauv downstream industries. Hauv cov ntsiab lus, kev lag luam fiberglass muaj ob qho tib si hauv cheeb tsam kev siv hluav taws xob thiab cov chaw thov kev tshwm sim, muaj ob qho "cyclical" thiab "loj hlob" cov yam ntxwv. Ntxiv mus, raws li cov chaw thov kev lag luam tseem loj hlob tuaj, "kev loj hlob" tus cwj pwm tseem muaj zog ntxiv.