Izihloko kulolu daba:
01:00 Yiziphi izinhlobo zezinsizakalo zomnotho eziyindilinga ezingaholela ekunciphiseni okukhulu ekuthengeni kwe-argon yezinkampani?
03:30 Amabhizinisi amabili amakhulu okugaywa kabusha asiza izinkampani ukuthi zisebenzise izindlela ezinekhabhoni ephansi kanye nezinobungani nemvelo
01 Yiziphi izinhlobo zezinsizakalo zomnotho eziyindilinga ezingaholela ekwehliseni okukhulu ezinkampaniniukuthengwa kwe-argon?
I-Huanshi (I-Anchor):
Siyakwamukela wonke umuntu ku-Chip Unveiled. Ngingumbungazi wakho, u-Huanshi. Kulesi siqephu, simeme ibhizinisi lobuchwepheshe obuphezulu eligxile ekuhlukaniseni igesi, ukuhlanzwa, nokuvikela imvelo - i-Shanghai LifenGas Co., Ltd. (efushanisiwe njenge-LifenGas). Manje, ngingathanda ukumema umqondisi wokuthuthukiswa kwebhizinisi we-LifenGas u-Liu Qiang ukuthi asitshele ngesizinda senkampani nemisebenzi yebhizinisi eyinhloko.
U-Liu Qiang (Isivakashi):
Siyinkampani entsha uma kuqhathaniswa, futhi sigxile kakhulu emnothweni oyindilinga. Ibhizinisi lethu eliyinhloko ukuhlinzeka ngemishini yokusakaza igesi kanye nezinsizakalo kumakhasimende ethu. Imboni ye-photovoltaic idla igesi eningi, futhi abaholi bemboni abafana ne-LONGi, i-JinkoSolar, ne-JA Solar, i-Meiko baphakathi kwamakhasimende ethu.
I-Huanshi (I-Anchor):
Kufanele siwuqonde kanjani umnotho oyindilinga? Imiphi imikhiqizo ethile oyinikezayo?
U-Liu Qiang (Isivakashi):
Ibhizinisi eliyinhloko lenkampani yethuukuvuselelwa kwe-argon,okumelela cishe u-70% -80% wevolumu yebhizinisi lethu lamanje. I-Argon yenza ngaphansi kwe-1% yokwakheka komoya futhi isetshenziswa njengegesi evikelayo ekudonsweni kwe-photovoltaic crystal. Ngokwesiko, i-argon yemfucuza ikhishwa ngemuva kokusetshenziswa ngenxa yokungcola kwegesi. Sihlonze leli thuba lebhizinisi ngo-2016 futhi sasebenzisana ne-LonGi ukuthuthukisa iyunithi yokuqala yokubuyisela i-argon e-China nasemhlabeni jikelele, kusetshenziswa ukucutshungulwa kwe-cryogenic. Kusukela sasebenzisa iyunithi yethu yokuqala ngo-2017, sifake inqwaba yamayunithi okubuyisela i-argon ezindaweni zokukhiqiza. I-LifenGas iyingqalabutho ekubuyiseleni i-argon kokubili ngaphakathi nasemhlabeni jikelele, futhi iyunithi yethu iye yaqashelwa njengesethi yokuqala yaseChina yemishini yokutakula i-argon.
Ukudonsa kwekristalu ye-Photovoltaic : Kuwubuchwepheshe obusetshenziselwa ukukhiqiza i-silicon eyodwa yekristalu, ikakhulukazi ezuzwe ngendlela ye-Czochralski. Inqubo eyinhloko ihlanganisa: ukushaja nokuncibilika, ukushaja nokugcwalisa ngegesi evikelayo, ukuhlwanyela imbewu, ukugoqa intamo kanye nokubeka amahlombe, ukulinganisa kobubanzi nokukhula, ukuvala umoya, ukupholisa nokukhipha ikristalu eyodwa.
Indawo yemishini yokutakula igesi ye-Argon (Umthombo: Iwebhusayithi esemthethweni ye-LifenGas)
I-Huanshi (I-Anchor):
Ingabe i-LifenGas ihlinzeka nge-argon yale nqubo noma ivele isingathe ukugaywa kabusha?
U-Liu Qiang (Isivakashi):
Sigxila kuphela ekusetshenzisweni kabusha, ukuhlinzeka ngesisombululo esikusayithi ngokusetha amayunithi okubuyisela i-argon eduze kwezitshalo zokukhiqiza i-silicon ye-monocrystalline. Imboni ye-photovoltaic yaseShayina inokuncintisana kakhulu, futhi amanani omkhiqizo ayehla. I-LifenGas isiza amakhasimende ukuthi azuze ukonga izindleko ezinkulu ekukhiqizeni i-silicon ye-monocrystalline.
I-Huanshi (I-Anchor):
Eminyakeni yamuva, izinkampani eziningi e-supply chain kumele ngabe bezisebenza kanzima ukusiza abakhiqizi be-silicon ye-monocrystalline ukunciphisa izindleko. Uma kungenjalo, wonke umuntu uzoqhubeka nokulahlekelwa futhi imboni ngeke ikwazi ukusimama.
U-Liu Qiang (Isivakashi):
Enqubweni yokudonsa ikristalu, ukugaywa kabusha kwe-argon kukodwa kungasiza amakhasimende ehlise izindleko ngo-13-15%. Isitshalo esikhulu esidonsa ikristalu ngaphambilini sasidla amathani angama-300-400 we-argon nsuku zonke. Manje singakwazi ukuzuza izinga lokubuyisela lika-90-95%. Ngenxa yalokho, izimboni zidinga kuphela ukuthenga u-5-10% wesidingo sazo sokuqala se-argon - ukunciphisa ukusetshenziswa kwansuku zonke kusuka kumathani angama-300-400 kuya kumathani angama-20-30 kuphela. Lokhu kumelela ukwehliswa kwezindleko okukhulu. Sigcina isikhundla sethu sobuholi embonini yokubuyisela i-argon ngesabelo semakethe esiphezulu kakhulu ekhaya nasemhlabeni jikelele. Njengamanje sakha amaphrojekthi e-China nakwamanye amazwe.
02 Amabhizinisi amabili amakhulu okugaywa kabusha asiza izinkampani ukuthi zisebenzise izindlela ezinekhabhoni ephansi kanye nezihambisana nemvelo
I-Huanshi (I-Anchor):
Wonke umuntu unethemba lokubona ubuchwepheshe obengeziwe obunganciphisa umthamo wokuthengwa kwempahla, njengoba lokhu kubalulekile ekwehliseni ukukhishwa kwekhabhoni.
U-Liu Qiang (Isivakashi):
Nakuba ukubuyiselwa kwe-argon kuseyingxenye yebhizinisi enkulu kunazo zonke ye-LifenGas, sinwebela ezindaweni ezintsha. Okwesibili esigxile kukho kumaphrojekthi ambalwa aqhubekayo ahlanganisa amagesi akhethekile kagesi namakhemikhali e-elekthronikhi amanzi. Indawo yesithathu ukubuyiswa kwe-hydrofluoric acid emkhakheni webhethri. Njengoba nazi, izimayini ze-fluorite zaseShayina ziyizinsiza ezingavuseleleki, futhi imithetho yemvelo ephathelene nokukhishwa kwe-ion ye-fluoride iya ngokuya iqina. Ezifundeni eziningi, ukukhishwa kwe-ion ye-fluoride kukhinyabeze ukuthuthukiswa komnotho wendawo, futhi izinkampani zibhekene nengcindezi enkulu yokuhlangabezana nezindinganiso zokuvikela imvelo. Sisiza amakhasimende ukuthi ahlanze kabusha i-hydrofluoric acid ukuze ahlangabezane nezindinganiso zebanga logesi ukuze ziphinde zisetshenziswe, okuzoba ingxenye yebhizinisi ebalulekile ye-LifenGas ngokuzayo.
Ukukhiqizwa kwe-silicon okusekelwe kubuchwepheshe bokuvuselela nokuhlanza ngo-2020-2023
Ubukhulu bemakethe ye-argon ephezulu kanye nezinga lokukhula (umthombo wedatha: Shangpu Consulting)
I-Huanshi (I-Anchor):
Ngemva kokuzwa ngemodeli yebhizinisi lakho, ngikholelwa ukuthi i-LifenGas ihambisana kahle nesu lezwe lokunciphisa ikhabhoni. Ungakwazi yini ukuchaza inqubo yobuchwepheshe kanye nengqondo ngemuva kokugaywa kabusha?
U-Liu Qiang (Isivakashi):
Ukuthatha i-argon recovery njengesibonelo, sisebenzisa izimiso zokuhlukanisa umoya ukuze sibuyisele i-argon ngokusebenzisa i-cryogenic gas fractionation. Kodwa-ke, ukwakheka kwegesi ye-argon yemfucuza kuyahluka kakhulu, futhi inqubo yokudonsa i-crystal idinga ukuhlanzeka okuphezulu. Uma kuqhathaniswa nokuhlukaniswa komoya okuvamile, ukutakula kwe-argon kudinga amakhono athuthuke kakhulu ezobuchwepheshe kanye nenqubo. Nakuba isimiso esiyisisekelo sihlala sinjalo, ukuzuza ubumsulwa obudingekayo ekuhlolweni okungabizi kakhulu kwamakhono enkampani ngayinye. Nakuba ezinye izinkampani eziningana emakethe zinikeza i-argon recovery, kuyinselele ukuzuza amanani aphezulu okubuyisela, ukusetshenziswa okuphansi kwamandla, nemikhiqizo ethembekile, ezinzile.
I-Huanshi (I-Anchor):
Ingabe ukutholwa kwe-hydrofluoric acid yebhethri osanda kuyisho kulandela isimiso esifanayo?
U-Liu Qiang (Isivakashi):
Nakuba isimiso esiphelele siwukuhluza, ukubuyisela i-hydrofluoric acid kanye ne-argon ekukhiqizeni ibhethri kuhilela izinqubo ezihluke kakhulu, kuhlanganise nezindlela zokukhethwa kwezinto nezindlela zokucubungula, ezihluke kakhulu ekuhlukaniseni komoya. Idinga ukutshalwa kwezimali okusha kanye nemizamo ye-R&D. I-LifenGas isichithe iminyaka eminingana ku-R&D, futhi sihlose ukwethula iphrojekthi yethu yokuqala yezentengiso kungaba kulo nyaka noma olandelayo.
I-LifenGas Air Separation Unit (Umthombo: Iwebhusayithi esemthethweni ye-LifenGas)
I-Huanshi (I-Anchor):
Ngaphandle kwamabhethri e-lithium, i-hydrofluoric acid isetshenziswa kabanzi emkhakheni we-semiconductor. Kuyinto evamile yezimboni, futhi ukuyibuyisela kabusha kuveza ithuba elithembisayo. Uzihlela kanjani izintengo zakho zabasebenzisi? Ingabe uphinde uthengisele amakhasimende igesi egaywe kabusha, noma usebenzisa imodeli ehlukile? Wabelana kanjani ngezindleko zokonga namakhasimende? Ithini ingqondo yebhizinisi?
U-Liu Qiang (Isivakashi):
I-LifenGas inikeza amamodeli ebhizinisi ahlukahlukene, okuhlanganisa i-SOE, i-SOG, ukuqashiswa kwemishini, nokuthengiswa kwemishini. Sikhokhisa ngokusekelwe kumthamo wegesi (cubic meter ngayinye), noma izimali zokuqasha zanyanga zonke/zonyaka. Ukuthengiswa kwezinto zokusebenza kuqondile, ikakhulukazi eminyakeni yamuva lapho izinkampani zinemali eyanele futhi zincamela ukuthenga okuqondile. Kodwa-ke, sithole ukuthi ukusebenza kokukhiqiza kanye nezidingo zokunakekelwa zidinga kakhulu, okuhlanganisa ukwethembeka kwemishini kanye nekhono lokusebenza. Ngakho-ke, izinkampani eziningi manje zikhetha ukuthenga igesi kunokutshala imali emishinini. Lo mkhuba uhambisana nesu le-LifenGas lentuthuko yesikhathi esizayo.
I-Huanshi (I-Anchor):
Ngiyaqonda ukuthi i-LifenGas yasungulwa ngo-2015, nokho uthole le nkambu yokuvuselela kabusha i-argon, ekhomba ngempumelelo imakethe engasetshenzisiwe nethembisayo. Ulithole kanjani leli thuba?
U-Liu Qiang (Isivakashi):
Ithimba lethu lihlanganisa abasebenzi ababalulekile bezobuchwepheshe abavela ezinkampanini ezimbalwa ezidume umhlaba wonke zegesi. Ithuba lavela lapho u-LONGi ebeka imigomo yokunciphisa izindleko futhi efuna ukuhlola ubuchwepheshe obuhlukahlukene. Siphakamise ukuthuthukisa iyunithi yokuqala yokutakula i-argon, ebathakasele. Kusithathe iminyaka emibili kuya kwemithathu ukwakha iyunithi yokuqala. Manje, ukululama kwe-argon sekuphenduke umkhuba ojwayelekile ekudonseni i-photovoltaic crystal emhlabeni jikelele. Phela, iyiphi inkampani engeke ifune ukonga ngaphezu kuka-10% ezindlekweni?
I-Chip iveza iqiniso lengxoxo ye-anchor virtual reality (kwesokudla) dialogu
U-Liu Qiang (kwesobunxele), uMqondisi Wokuthuthukiswa Kwebhizinisi we-Shanghai LifenGas Co., Ltd.
I-Huanshi (I-Anchor):
Ukhuthaze inqubekelaphambili yemboni. Namuhla, i-photovoltaics iyisigaba esibaluleke kakhulu sokuthola imali yangaphandle phesheya kwezilwandle. Ngicabanga ukuthi i-LifenGas yenze amagalelo kuyo, okusenza siziqhenye kakhulu. Lokhu kuthuthukiswa kwemboni okulethwe ubuchwepheshe kanye nokuqanjwa kabusha kuhle. Okokugcina, ngingathanda ukubuza, njengoba uyisivakashi ku-Chip Reveal yethu namuhla, ingabe unazo izikhalazo noma izingcingo eziya kwamanye amazwe? Thina kwa-Chip Reveal sizimisele kakhulu ukunikeza inkundla yokuxhumana enjalo.
U-Liu Qng (Isivakashi):
Njengesiqalo, impumelelo ye-LifenGas ekubuyiseleni kabusha i-argon iqinisekisiwe emakethe, futhi sizoqhubeka nokuthuthuka kule ndawo. Amanye amabhizinisi ethu amabili abalulekile - amagesi akhethekile kagesi, amakhemikhali e-elekthronikhi amanzi, kanye nokutholwa kwe-hydrofluoric acid yebhethri - amele ukugxila kwethu okuyinhloko kwentuthuko yeminyaka ezayo. Sithemba ukuthi sizothola ukwesekwa okuqhubekayo okuvela kubangani bemboni, ochwepheshe, namakhasimende, futhi sizolwela ukugcina izinga lethu eliphezulu, njengoba senzile ngokusimama kwe-argon, siqhubeka nokunikela ekwehliseni izindleko zemboni nasekuthuthukisweni kokusebenza kahle.
Izimfihlo ze-Chip
I-Argon iyigesi engenambala, engenaphunga, ene-monatomic, engavamile evame ukusetshenziswa njengegesi evikelayo ekukhiqizweni kwezimboni. Ekwelapheni ukushisa kwe-silicon ye-crystalline, i-argon ephakeme kakhulu ivimbela ukungcoliswa kokungcola. Ngaphandle kokukhiqizwa kwe-silicon ye-crystalline, i-argon ye-high-purity inezinhlelo zokusebenza ezibanzi, okuhlanganisa ukukhiqizwa kwamakristalu e-germanium ahlanzekile embonini ye-semiconductor.
Ukuthuthukiswa kwe-high-purity argon gas recycling kanye nobuchwepheshe bokuhlanza bokukhiqiza i-crystalline silicon buhambisana eduze nokukhula kwemboni ye-photovoltaic. Njengoba ubuchwepheshe be-photovoltaic baseChina buthuthuka futhi nokukhiqizwa kwe-silicon wafer kukhuphuka, isidingo segesi ye-argon ehlanzekile kakhulu siyaqhubeka sikhuphuka. Ngokusho kwedatha ye-Shangpu Consulting, usayizi wemakethe wegesi ye-argon ehlanzekile kakhulu ekukhiqizeni i-crystalline silicon esekelwe ekusetshenzisweni kabusha nobuchwepheshe bokuhlanza bafinyelele cishe ama-yuan ayizigidi ezingu-567 ngo-2021, ama-yuan ayizigidi ezingu-817 ngo-2022, kanye nama-yuan ayizigidi eziyizinkulungwane ezingu-1.244 ngo-2023. Ukuqagela kuphakamisa imakethe izofinyelela cishe kuma-yuan ayizigidi eziyizinkulungwane ezingu-2.682 ngo-2027, nesilinganiso sokukhula sonyaka esiyinhlanganisela cishe esingama-21.2%.
Isikhathi sokuthumela: Oct-25-2024
