1. Laser kev lag luam saw: Mus rau tag nrho autonomy thiab controllability, high-end cov khoom tseem xav tau kev sib tawg.
Lub sab sauv ntawm laser kev lag luam saw feem ntau suav nrog cov khoom siv kho qhov muag, cov khoom siv thiab kev tswj xyuas,tusmidstream feem ntau yog lasers, thiab downstream yog laser ua khoom.Daim ntawv thov davhlau ya nyob twg suav nrog kev ua cov ntawv hlau, tsheb, kev kho mob, semiconductors, PCBs, photovoltaic lithium roj teeb thiab lwm yam lag luam.Raws li cov ntaub ntawv ntawm Qianzhan Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm, kev lag luam loj ntawm Tuam Tshoj txoj kev lag luam laser hauv 2021 yuav yog 205.5 billion yuan.Vim nws cov kev cuam tshuam kev ua haujlwm siab thiab cov neeg siv khoom ua kom zoo, lub laser kev ua haujlwm thiab kev tswj hwm yog qhov txuas nrog cov qauv kev sib tw zoo tshaj plaws hauv kev lag luam laser tag nrho.Siv lub laser txiav kev ua haujlwm thiab kev tswj hwm qhov system ua piv txwv, hauv thaj chaw nruab nrab thiab qis zog laser txiav tshuab, kev ua lag luam feem ntau yog li 90%, thiab kev hloov pauv hauv tsev yog qhov ua tiav tiav.Lub localization tus nqi ntawm high-power laser txiav tswj system tsuas yog hais txog 10%, uas yog ib feem tseem ceeb ntawm domestic hloov.Lasers yog cov khoom siv uas tso tawm lub teeb laser, thiab suav txog tus nqi siab tshaj plaws ntawm cov khoom siv laser, txog li 40%.Xyoo 2019, kev hloov pauv hauv tsev ntawm nruab nrab, qis, thiab lub zog lasers hauv kuv lub tebchaws yog 61.2%, 99%, thiab 57.6%, feem.Nyob rau hauv 2022, tag nrho cov localization tus nqi ntawm lasers nyob rau hauv kuv lub teb chaws tau mus txog 70%.Tuam Tshoj lub laser ua cov cuab yeej tsim kev lag luam tau tsim sai heev nyob rau hauv nruab nrab-rau-kawg-kawg teb nyob rau hauv xyoo tas los no, thiab lub zos tus nqi nyob rau hauv lub high-end kev ua lag luam tseem yuav tsum tau txhim kho.
2. Cov teeb liab rov qab los ntawm kev tsim khoom lag luam tau qhia, thiab cov laser dav dav tau khaws hauv 2023Q1
Nyob rau hauv 2023Q1, cov ntsuas macroeconomic tau txhim kho, thiab kev lag luam kev lag luam yuav tsum rov qab los.Hauv 2023Q1, kev nqis peev hauv cov cuab tam ruaj khov hauv kev lag luam tsim khoom (xws li tsheb, tshuab hluav taws xob, thiab thev naus laus zis) tau nce 7% / 19.0% / 43.1% / 15% xyoo-rau-xyoo, thiab cov tshuab hluav taws xob thiab kev lag luam tsheb. khaws cia cov peev txheej loj hlob tuaj.Hauv Q1 ntawm 2023, cov tuam txhab nruab nrab thiab cov nyiaj qiv mus ntev yuav nce 53.93% xyoo-rau-xyoo, nkag mus rau qhov nthuav dav.Txij li xyoo 2023, kev poob qis hauv Tuam Tshoj cov hlau txiav / kev tsim cov cuab yeej cuab tam tau nqaim xyoo-rau-xyoo.Judging los ntawm cov ntaub ntawv kev khiav hauj lwm ntawm lub laser kev lag luam, lub dav laser sector tau zoo tu qab tso, thiab cov ntaub ntawv keeb kwm tau raug tshuaj xyuas.Thaum lub sijhawm nce siab ntawm kev nqis peev ruaj khov hauv kev tsim khoom, kev lag luam laser tau pom tias muaj kev loj hlob ntau dua.Yog li ntawd, peb muaj kev cia siab txog kev loj hlob zoo ntawm kev lag luam laser dav dav tom qab kev thov rov qab los ntxiv.
3. Lub export ntawm laser ua tshuab cov cuab yeej mus txog ib tug tshiab siab, thiab domestic laser khoom hloov txawv teb chaws
Nyob rau lub Peb Hlis 2023, cov khoom lag luam xa tawm ntawm cov cuab yeej siv tshuab laser hauv tsev tau ntaus cov ntaub ntawv siab, nrog rau xyoo-rau-xyoo nce ntawm 37%.Lub ntsiab lus ntawm kev xa tawm tau mus txog, thiab kev hloov pauv thoob ntiaj teb yuav pib.Qhov zoo tshaj plaws ntawm cov khoom siv laser hauv tsev yog tus nqi.Tom qab qhov chaw ntawm lasers thiab cov khoom tseem ceeb, tus nqi ntawm cov khoom siv laser tau poob qis, thiab kev sib tw hnyav kuj tau ua rau tus nqi qis.Raws li cov ntaub ntawv ntawm Laser Manufacturing Network, tag nrho kev xa tawm ntawm cov khoom laser hauv kuv lub teb chaws tam sim no tsuas yog suav txog li 10% ntawm tus nqi laser tso tawm, thiab tseem muaj ntau chav rau kev txhim kho.Qhov tseem ceeb tshaj plaws yog los txhim kho kev nyab xeeb thiab ruaj khov ntawm cov khoom siv laser kom tau txais kev tso cai xa tawm mus rau cov teb chaws no.
Post lub sij hawm: May-25-2023