Imboni ye-laser izongenisa umjikelezo omusha wokukhula

1. Uchungechunge lwemboni ye-laser: Ngokuya ekuzilawuleni okuphelele nokulawulwa, imikhiqizo ephezulu isadinga impumelelo

Ukuphakama kochungechunge lwemboni ye-laser ikakhulukazi kufaka phakathi izinto ezibonakalayo, izingxenye kanye nezinhlelo zokulawula,ii-midstream ikakhulukazi ngama-lasers, kanti ezansi nomfula yimishini yokucubungula i-laser. Izinkambu zokufaka isicelo esibulalayo zihlanganisa ukucubungula kwensimbi yeshidi lendabuko, izimoto, ukunakekelwa kwezokwelapha, ama-semiconductors, ama-PCB, amabhethri e-lithium e-photovoltaic nezinye izimakethe. Ngokwemininingwane ye-Qianzhan Industry Research Institute, usayizi wemakethe wemboni ye-laser yase-China ngo-2021 kuzoba ama-yuan ayizigidi eziyizinkulungwane ezingama-205.5. Ngenxa yezithiyo zayo eziphezulu zobuchwepheshe kanye nokunamathela kwamakhasimende, uhlelo lokusebenza lwe-laser nokulawula luyisixhumanisi esinephethini yokuncintisana engcono kakhulu kuyo yonke imboni ye-laser. Ukuthatha inqubo yokusika i-laser kanye nesistimu yokulawula njengesibonelo, emkhakheni wezinhlelo zokulawula ukusika i-laser amandla aphakathi nendawo naphansi, isabelo semakethe singama-90%, futhi ukushintshwa kwasekhaya kutholakala ngokuphelele. Izinga lendawo lesistimu yokulawula ukusika i-laser enamandla amakhulu cishe i-10% kuphela, okuyingxenye ebalulekile yokushintshwa kwasekhaya. Ama-laser ngamadivayisi akhipha ukukhanya kwe-laser, futhi abiza izindleko eziphezulu kakhulu zemishini ye-laser, efika ku-40%. Ngo-2019, amazinga asekhaya okushintsha amalaser aphakathi, aphansi, nanamandla aphezulu ezweni lami ayengama-61.2%, 99%, kanye nama-57.6% ngokulandelana. Ngo-2022, izinga lokwenziwa kwasendaweni kwama-laser ezweni lami lifinyelele ku-70%. Imboni yokukhiqiza imishini yokucubungula i-laser yaseShayina ithuthuke ngokushesha emkhakheni ophakathi kuya kwephansi eminyakeni yamuva, futhi izinga lendawo emakethe esezingeni eliphezulu lisadinga ukuthuthukiswa.

2. Isignali yokululama yemboni yokukhiqiza iyaboniswa, futhi i-laser ejwayelekile ikhulile ngo-2023Q1

Ngo-2023Q1, izinkomba ze-macroeconomic ziyathuthuka, futhi ukusimama kwemboni yokukhiqiza kulindeleke. Ngo-2023Q1, ukutshalwa kwezimali okuhlanganisiwe kwezimpahla ezingashintshi embonini yokukhiqiza (okubandakanya izimoto, imishini kagesi, nobuchwepheshe) kukhuphuke ngo-7%/19.0%/43.1%/15% unyaka nonyaka ngokulandelana, kanye nemishini kagesi nezimboni zezimoto. igcine izinga eliphezulu lokukhula kokutshalwa kwezimali. Ku-Q1 ka-2023, imalimboleko yebhizinisi emaphakathi neyesikhathi eside izokhuphuka ngo-53.93% unyaka nonyaka, ingene ebangeni lokunwetshwa. Kusukela ngo-2023, ukwehla kokukhiqizwa kwethuluzi lomshini wokusika insimbi waseChina kuye kwehla unyaka nonyaka. Uma sibheka kudatha yokusebenza yemboni ye-laser, umkhakha we-laser jikelele usubuyile, futhi idatha yomlando ibuyekeziwe. Ngesikhathi sokwenyuka kokutshalwa kwezimali okungaguquki embonini yokukhiqiza, imboni ye-laser ikhombise izinga lokukhula eliphezulu. Ngakho-ke, sinethemba mayelana nokukhula okuphezulu kokuqina kwemboni ye-laser evamile ngemva kokunye ukufunwa kabusha.

3. Ukuthunyelwa kwamanye amazwe amathuluzi omshini wokucubungula i-laser kufinyelela ezingeni eliphezulu elisha, futhi imishini ye-laser yasekhaya ithatha indawo yaphesheya kwezilwandle

NgoMashi 2023, ivolumu yokuthekelisa yamathuluzi omshini wokucubungula i-laser yasekhaya yafinyelela irekhodi eliphezulu, ngokwenyuka konyaka ngama-37%. Iphuzu lokushintsha le-boom yokuthekelisa selifinyelele, futhi ukushintshwa komhlaba wonke kungase kuqale. Inzuzo enkulu yemishini ye-laser yasekhaya yintengo. Ngemva kokwenziwa kwasendaweni kwama-laser kanye nezingxenye eziyinhloko, izindleko zemishini ye-laser zehle kakhulu, futhi ukuncintisana okunamandla kuphinde kwehlise amanani. Ngokusho kwedatha ye-Laser Manufacturing Network, ukuthunyelwa okuphelele kwemikhiqizo ye-laser ezweni lami okwamanje kubala cishe u-10% yenani lokuphuma kwe-laser, futhi kusenezikhala eziningi zokuthuthukiswa. Impumelelo eyinhloko ukuthuthukisa ukuphepha nokuzinza kwemishini ye-laser ukuze kutholwe imvume yokuthekelisa kulawa mazwe.