1. I-Laser Imboni Yezimboni: Ukuya ekuzimeleni okugcwele nokulawulwa, imikhiqizo ephezulu kakhulu isadinga ukuhlukahluka
I-Upstream ye-Laser Ikhava Yezimboni ikakhulukazi ifaka izinto zokubona, izakhi nezinhlelo zokulawula,le khasiMidStream ikakhulukazi ama-lasers, kanti phansi imishini yokusebenza kwe-laser. Izinkambu zesicelo se-terminal zimboza ukucubungula kwensimbi yensimbi yezentengo, izimoto, ukunakekelwa kwezokwelapha, ama-semiconductors, ama-PCB, ama-Photovoltaic Lithium amabhethri nezinye izimakethe. Ngokwemininingwane ye-Qianzhan Imboni Yokucwaninga Institute, usayizi wemakethe wemboni ye-laser yaseChina ngo-2021 uzoba ngu-205.5 billion yuan. Ngenxa yezithiyo zayo eziphakeme zobuchwepheshe kanye nokunamathela kwamakhasimende, ukusebenza kwe-laser kanye nohlelo lokulawula kuyisixhumanisi esinephethini lokuncintisana elihamba phambili kulo lonke imboni ye-laser. Ukuthatha ukusebenza kwe-laser ukusika kanye nohlelo lokulawula njengesibonelo, emkhakheni wezinhlelo eziphakathi nendawo eziphansi zamandla we-laser cutting control System, futhi isabelo semakethe singaba ngu-90%, futhi ukufakwa esikhundleni kwasekhaya kutholakala ngokuphelele. Izinga lokufika kwendawo yohlelo lwamandla we-Laser Cutting Control lingaba ngu-10% kuphela, okuyingxenye ebalulekile yokufaka esikhundleni sasekhaya. Ama-Lasers angamadivayisi akhipha ukukhanya kwe-laser, kanye ne-akhawunti ngezindleko eziphakeme kakhulu zemishini ye-laser, kuze kufike ku-40%. Ngo-2019, amazinga okufakwa esikhundleni esifuywayo aphakathi, ama-lasers asezingeni eliphansi, futhi aphezulu asezingeni eliphakeme ezweni lami ayengama-61.2%, 99%, no-57.6%, ngokulandelana. Ngo-2022, izinga lokusendaweni yonke yama-lasers ezweni lami selifinyelele kuma-70%. I-China's Laser Processing Equiced Equift Decuting Equipment Decuting Equipment ithuthukiswe ngokushesha emkhakheni waphakathi nendawo ephansi eminyakeni yamuva nje, futhi izinga lokufika kwale ndawo lisemakethe ephezulu kakhulu kudingeka ukuthi lithuthukiswe.
2
Ku-2023Q1, izinkomba zeMacroeconomic ziyathuthuka, futhi ukululama komkhakha wokukhiqiza kulindeleke. Ku-202311, ukutshalwa kwezimali okuqongelelayo ezimpahleni ezihleliwe embonini yezokukhiqiza (kufaka phakathi izimoto, imishini kagesi nobuchwepheshe) inyuke ngo-7% / 43.1% unyaka ngokulandelana, futhi ama-15% Industry egcinwe kakhulu ngamanani okukhula kwemali okuphezulu. Ku-Q1 ka-2023, imalimboleko yenhlangano ephakathi nendawo evamile izonyuka ngonyaka ka-53.93% ngonyaka, ifaka ibanga lokunwetshwa. Kusukela ngo-2023, ukwehla kwensimbi yokusika insimbi / ukukhiqizwa kwamathuluzi emishini kunciphile unyaka nonyaka. Uma sahlulela imininingwane yokusebenza kwemboni ye-laser, umkhakha we-General Laser useluleme, futhi idatha yomlando ibuyekeziwe. Ngesikhathi esiphezulu sokutshala imali ebekiwe embonini yezokukhiqiza, imboni ye-laser ikhombisile izinga lokukhula eliphakeme. Ngakho-ke, sinethemba ngokuqina kokukhula okuphezulu kwemboni ye-General Laser ngemuva kokuthola kabusha okuthe xaxa.
I-3
Ngo-Mashi 2023, ivolumu yokuthumela kwamanye amazwe amathuluzi womshini we-laser asebenza ekhaya ashaye irekhodi eliphakeme, ngokunyuka konyaka oneminyaka engama-37%. Iphuzu lokuphambuka le-boom yokuthumela kwelinye izwe lifinyelele, futhi kwaqala ukufakwa esikhundleni komhlaba wonke. Inzuzo enkulu kakhulu yemishini ye-laser yasekhaya intengo. Ngemuva kokwenziwa kwasendaweni kwama-lasers nezingxenye eziyinhloko, izindleko zemishini ye-laser zehle kakhulu, futhi ukuncintisana okunamandla kuye kwaqhutshwa amanani entengo. Ngokusho kwemininingwane yenethiwekhi yokukhiqiza ye-laser, ukuthekelisa okuphelele kwemikhiqizo ye-laser ezweni lami njengamanje ama-akhawunti acishe abe ngu-10% wenani lokukhipha le-laser, futhi kusenethuba eliningi lokuthuthuka. Impumelelo emqoka ukuthuthukisa ukuphepha nokuqina kwemishini ye-laser ukuze kutholwe imvume yokuthekelisa kulawa mazwe.


Isikhathi sePosi: Meyi-25-2023