Ua ib yam khoom siv tseem ceeb uas tsis tseem ceeb rau kev lag luam xws li cov tshuaj pleev xim, yas, ntawv, thiab roj hmab, titanium dioxide yog hu ua "MSG ntawm kev lag luam." Thaum txhawb nqa tus nqi lag luam ze li ntawm RMB 100 billion, cov tshuaj lom neeg ib txwm muaj no tab tom nkag mus rau lub sijhawm hloov kho tob, ntsib ntau yam teeb meem xws li kev muaj peev xwm ntau dhau, kev nyuaj siab rau ib puag ncig, thiab kev hloov pauv thev naus laus zis. Tib lub sijhawm, cov ntawv thov tshiab thiab kev faib ua feem ntawm kev lag luam thoob ntiaj teb tab tom coj cov ntsiab lus tshiab rau kev lag luam.
01 Qhov Xwm Txheej Lag Luam Tam Sim No thiab Kev Txwv Kev Loj Hlob
Tuam Tshoj txoj kev lag luam titanium dioxide tam sim no tab tom hloov kho qhov sib sib zog nqus. Raws li cov ntaub ntawv tshawb fawb, qhov ntim khoom tsim tawm hauv Suav teb tau txog li 4.76 lab tons hauv xyoo 2024 (nrog rau kwv yees li 1.98 lab tons xa tawm thiab 2.78 lab tons muag hauv tsev). Kev lag luam feem ntau cuam tshuam los ntawm ob qho ua ke:
Kev Xav Tau Hauv Tebchaws Nyob Hauv Qab Kev Nyuaj SiabKev poob qis ntawm vaj tse tau ua rau muaj kev xav tau cov txheej txheem architectural poob qis, txo qhov feem ntawm cov ntawv thov ib txwm muaj.
Kev Nyuaj Siab Hauv Kev Lag Luam Txawv TebchawsKev xa khoom titanium dioxide ntawm Tuam Tshoj tau poob qis, nrog rau cov chaw xa khoom loj xws li Tebchaws Europe, Is Nrias teb, thiab Brazil raug cuam tshuam loj heev los ntawm cov kev ntsuas tiv thaiv kev pov tseg.
Cov ntaub ntawv qhia tau tias xyoo 2023 ib leeg, 23 lub tuam txhab tsim khoom me me thiab nruab nrab titanium dioxide raug yuam kom kaw vim tsis ua raws li cov qauv ib puag ncig lossis cov saw hlau tawg, uas cuam tshuam nrog ntau dua 600,000 tons ntawm lub peev xwm txhua xyoo.
02 Cov Qauv Nyiaj Txiag Uas Muaj Kev Sib Cais Ntau
Cov saw hlau kev lag luam titanium dioxide suav nrog los ntawm cov peev txheej titanium ore upstream mus rau qhov nruab nrab ntawm kev tsim khoom los ntawm cov txheej txheem sulfuric acid thiab chloride, thiab thaum kawg mus rau cov lag luam thov downstream.
Sab saudTus nqi rau cov titanium ore thiab sulfur hauv tebchaws tseem siab.
Nruab NrabVim yog qhov kev nyuaj siab ntawm ib puag ncig thiab tus nqi, qhov nruab nrab ntawm cov nyiaj tau los ntawm cov neeg tsim cov txheej txheem sulfuric acid tau poob qis, nrog rau qee cov SMEs thiab cov neeg siv downstream ntsib kev poob.
Cov dej ntws mus rau hauv qabCov qauv no tab tom hloov pauv loj heev. Cov ntawv thov ib txwm muaj tsawg, thaum cov xwm txheej tshiab "los ua" tab sis qeeb dua hauv kev sib phim qhov nrawm ntawm kev nthuav dav peev xwm. Piv txwv li suav nrog cov txheej txheem rau cov khoom siv kho mob thiab cov ntaub ntawv sib cuag zaub mov, uas xav tau kev huv siab dua thiab kev sib npaug ntawm cov khoom me me, yog li tsav kev loj hlob hauv cov khoom tshwj xeeb.
03 Kev sib cais ntawm Kev Sib Tw Thoob Ntiaj Teb
Kev tswj hwm ntawm cov tuam txhab loj thoob ntiaj teb tab tom poob qis. Cov tuam txhab txawv teb chaws cov feem ntawm kev ua lag luam tab tom poob qis, thaum cov chaw tsim khoom Suav teb tab tom nce qib hauv kev lag luam Es Xias Qab Teb los ntawm kev sib koom ua ke ntawm cov khoom lag luam. Piv txwv li, LB Group lub peev xwm ua chloride-txheej txheem tau tshaj 600,000 tons, thiab cov chaw tsim khoom titanium dioxide hauv Suav teb txuas ntxiv nce lawv cov feem ntawm kev ua lag luam, ncaj qha piv rau cov neeg ua si thoob ntiaj teb.
Nrog kev sib koom ua ke ntawm kev lag luam sai dua, qhov sib piv ntawm CR10 yuav tshaj 75% hauv xyoo 2025. Txawm li cas los xij, cov neeg nkag tshiab tseem tab tom tshwm sim. Ntau lub tuam txhab tshuaj phosphorus nkag mus rau hauv daim teb titanium dioxide los ntawm kev siv cov peev txheej pov tseg, tus qauv kev lag luam ncig uas txo cov nqi tsim khoom thiab tab tom hloov kho cov cai sib tw ib txwm muaj.
04 Lub Tswv Yim Tshiab rau Xyoo 2025
Kev siv thev naus laus zis thiab kev txhim kho cov khoom yog qhov tseem ceeb rau kev ua tiav. Nano-qib titanium dioxide muag rau tsib zaug ntawm tus nqi ntawm cov khoom txheem, thiab cov khoom siv kho mob muaj cov nyiaj tau los ntau dua 60%. Yog li ntawd, kev lag luam tshwj xeeb titanium dioxide yuav tshaj RMB 12 billion hauv xyoo 2025, nrog rau kev loj hlob txhua xyoo ntawm 28%.
Kev xa tawm thoob ntiaj teb qhib cov cib fim tshiab. Txawm hais tias muaj kev nyuaj siab tawm tsam kev pov tseg, qhov sib txawv ntawm "mus thoob ntiaj teb" tseem tsis tau hloov pauv - leej twg ntes tau lub khw thoob ntiaj teb ntes tau yav tom ntej. Lub caij no, cov lag luam tshiab xws li Is Nrias teb thiab Nyab Laj tab tom muaj kev loj hlob txhua xyoo ntawm 12%, muab lub qhov rais zoo rau Tuam Tshoj lub peev xwm xa tawm. Ntsib nrog qhov kev kwv yees ntawm kev lag luam ntawm RMB 65 billion, kev sib tw mus rau kev txhim kho kev lag luam tau nkag mus rau nws theem sprint.
Rau kev txhim kho zoo ntawm kev lag luam titanium dioxide, leej twg ua tiav kev tsim kho kom zoo, kev tshawb pom tshiab, thiab kev sib koom tes thoob ntiaj teb yuav tau txais txiaj ntsig zoo tshaj plaws hauv kev sib tw txhim kho trillion-yuan no.
Lub sijhawm tshaj tawm: Lub Xya Hli-04-2025
