Njengezinto ezisisiseko ezifunekayo kumashishini afana neengubo, iiplastiki, iphepha, kunye nerabha, i-titanium dioxide yaziwa ngokuba yi-"MSG yeshishini." Ngelixa ixhasa ixabiso lemarike elisondela kwi-RMB 100 yeebhiliyoni, eli candelo leekhemikhali zemveli lingena kwixesha lohlengahlengiso olunzulu, lijongene nemingeni emininzi efana nomthamo ogqithisileyo, uxinzelelo lokusingqongileyo, kunye notshintsho lwetekhnoloji. Kwangaxeshanye, izicelo ezivelayo kunye nokuqhekeka kweemarike zehlabathi kuzisa iindawo ezintsha zokuguqula ishishini.
01 Imeko yangoku yeMarike kunye nemiqobo yokukhula
Ishishini le-titanium dioxide laseTshayina okwangoku liphantsi kohlengahlengiso olunzulu lwesakhiwo. Ngokwedatha yophando, umthamo wemveliso eTshayina ufikelele malunga neetoni ezi-4.76 yezigidi ngo-2024 (malunga neetoni ezi-1.98 yezigidi ezithunyelwe kwamanye amazwe kunye neetoni ezi-2.78 yezigidi ezithengiswayo ngaphakathi). Eli shishini lichaphazeleka kakhulu zizinto ezimbini ezidibeneyo:
Imfuno Yasekhaya Iphantsi Koxinzelelo: Ukuhla kwexabiso lezindlu kubangele ukwehla okukhulu kwemfuno yeengubo zokwakha, nto leyo enciphisa isabelo sezicelo zemveli.
Uxinzelelo kwiiMarike zaphesheya: Ukuthunyelwa kwe-titanium dioxide eTshayina kwehlile, kwaye iindawo eziphambili zokuthumela ngaphandle ezifana neYurophu, iIndiya, neBrazil zichaphazeleke kakhulu ngamanyathelo okulwa nokulahla inkunkuma.
Izibalo zibonisa ukuba ngo-2023 kuphela, abavelisi be-titanium dioxide abancinci nabaphakathi abangama-23 baphoqeleka ukuba bavale ngenxa yokungathobeli imigangatho yokusingqongileyo okanye uqhekeko lwemixokelelwane yemali, ebandakanya ngaphezulu kweetoni ezingama-600,000 zomthamo wonyaka.
02 Ulwakhiwo lweNzuzo oluHlanganisiweyo kakhulu
Uluhlu lweshishini le-titanium dioxide luqala kwimithombo ye-titanium ore ephezulu ukuya kwimveliso ephakathi ngeenkqubo ze-sulfuric acid kunye ne-chloride, kwaye ekugqibeleni ukuya kwiimarike ezisezantsi.
PhezuluAmaxabiso e-titanium ore yasekhaya kunye ne-sulfur ahlala ephezulu.
Umlambo ophakathiNgenxa yoxinzelelo lwendalo kunye neendleko, umndilili we-gross margin yabavelisi benkqubo ye-sulfuric acid uye wehla, kwaye ezinye ii-SME kunye nabasebenzisi abasezantsi bajongene nelahleko.
Ezantsi: Ulwakhiwo lutshintsha kakhulu. Ukusetyenziswa kwemveli kunqongophele, ngelixa iimeko ezintsha "zithatha indawo" kodwa zishiyeke ngasemva ekuhambelaneni nesantya sokwandiswa komthamo. Imizekelo ibandakanya ukugqunywa kweendawo zokugcina izixhobo zonyango kunye nezixhobo zokunxibelelana nokutya, ezifuna ubunyulu obuphezulu kunye nokufana kwamasuntswana, ngaloo ndlela ziqhuba ukukhula kweemveliso ezikhethekileyo.
03 Ukuqhekeka kweNdawo yoKhuphiswano lweHlabathi
Ulawulo lwezigebenga zamazwe ngamazwe luyawohloka. Izabelo zemarike zeenkampani zamanye amazwe ziyancipha, ngelixa abavelisi baseTshayina befumana indawo kwiimarike zaseMzantsi-mpuma Asia ngenxa yeenzuzo ezidibeneyo zekhonkco lemizi-mveliso. Umzekelo, amandla e-LB Group e-chloride-process adlule kwiitoni ezingama-600,000, kwaye iifektri ze-titanium dioxide zaseTshayina ziyaqhubeka nokwandisa isabelo sazo semarike, zilinganisa ngokuthe ngqo nabadlali abaphambili kwihlabathi liphela.
Njengoko ukuhlanganiswa kweshishini kuqhubeka ngokukhawuleza, umlinganiselo woxinzelelo lwe-CR10 kulindeleke ukuba udlule kwi-75% ngo-2025. Nangona kunjalo, abatsha abasaqalayo basavela. Iinkampani ezininzi zeekhemikhali ze-phosphorus zingena kwintsimi ye-titanium dioxide ngokusebenzisa izixhobo ze-asidi yenkunkuma, imodeli yoqoqosho olujikelezayo olunciphisa iindleko zemveliso kwaye luguqula imithetho yokhuphiswano lwendabuko.
04 Icebo Lokuphumelela Lonyaka Ka-2025
Ukuhlaziywa kwetekhnoloji kunye nokuphuculwa kweemveliso zibalulekile ekuphumezeni. I-titanium dioxide yenqanaba le-nano ithengiswa ngexabiso eliphindwe kahlanu kuneemveliso ezisemgangathweni, kwaye iimveliso zenqanaba lezonyango ziqhayisa ngexabiso elingaphezulu kwama-60%. Ngenxa yoko, imakethi ye-titanium dioxide ekhethekileyo kulindeleke ukuba idlule kwi-RMB 12 yeebhiliyoni ngo-2025, kunye nezinga lokukhula lonyaka elihlanganisiweyo le-28%.
Ukusasazwa kwehlabathi kuvula amathuba amatsha. Nangona uxinzelelo lokulwa nokulahla inkunkuma, umkhwa "wokuya kwihlabathi liphela" awutshintshi—nabani na obamba imarike yamazwe ngamazwe ubamba ikamva. Okwangoku, iimarike ezikhulayo ezifana neIndiya neVietnam zijongene nokukhula kwemfuno yokudibanisa minyaka le ye-12%, nto leyo enika ithuba lobuchule lokuthumela ngaphandle amandla eTshayina. Ngokujongene nomlinganiselo wemarike oqikelelweyo we-RMB 65 yeebhiliyoni, umdyarho oya ekuphuculweni kwemizi-mveliso ungene kwinqanaba lawo lokubaleka.
Ukuze kubekho uphuhliso olusemgangathweni ophezulu kwishishini le-titanium dioxide, nabani na ofezekisa ukwenziwa ngcono kwesakhiwo, impumelelo kwezobuchwepheshe, kunye nokulungelelaniswa kwehlabathi uya kufumana ithuba lokuqala kulo mdyarho wokuphucula i-trillion-yuan.
Ixesha leposi: Julayi-04-2025
