Kev lag luam khoom siv hluav taws xob yog nyob rau hauv kev lag luam tseem ceeb uas txhawb nqa thiab txhawb nqa los ntawm lub teb chaws txoj cai. Tuam Tshoj tau tsim lub ntiaj teb loj tshaj plaws kev tsim khoom thiab kev lag luam nplai, kuj ua tiav pawg, cov saw hlau ua lag luam yog ua tiav cov khoom siv hluav taws xob hauv kev lag luam, cov khoom tsim tawm ntawm ntau pawg ntawm cov khoom siv hluav taws xob hauv ntiaj teb thawj zaug, tag nrho cov nplai ntawm kev lag luam tau tshaj 2 trillion yuan. .
Tsis ntev los no, Tantrace Technology tau tshaj tawm "2024 National Electronic Components Industry Development Trend Report". Daim ntawv tshaj tawm qhia tau hais tias tag nrho cov khoom siv hluav taws xob muaj feem xyuam nrog cov lag luam tshaj 1.47 lab, ntawm 35% yog cov lag luam wholesale thiab muag khoom lag luam. Hauv peb lub xyoos dhau los, kev loj hlob ntawm tus naj npawb ntawm cov khoom siv hluav taws xob hauv Suav teb yog nyob rau theem kev txhim kho ruaj khov, hauv 2022 thiab 2023, kev loj hlob ntawm cov tuam txhab lag luam yog kwv yees li 2%, thiab xyoo no los ntawm nruab nrab- Kaum Ib Hlis, nce ntawm 1.28% piv rau xyoo tas los.
Cov txheej txheem tshiab hluav taws xob kev lag luam kev lag luam pawg yog ib qho ntawm kaum lub tswv yim kev lag luam pawg uas Guangdong tsom rau, thiab nws kuj muaj cov saw hlau ua tiav thiab cov kev lag luam loj tshaj plaws hauv lub tebchaws, tuav txoj haujlwm tseem ceeb hauv ntiaj teb. Raws li kev sib txuas nruab nrab ntawm cov tiam tshiab ntawm kev lag luam hluav taws xob, cov khoom siv hluav taws xob hauv kev lag luam kuj tau tsim kom muaj txiaj ntsig zoo hauv Guangdong, uas tsis yog tsuas yog muaj cov khoom lag luam loj tshaj plaws, cov khoom tiav tag nrho thiab ntau hom, tab sis kuj muaj. tsim qhov loj tshaj plaws daim ntawv thov kev lag luam thiab faib chaw nyob rau hauv lub teb chaws.
Raws li cov ntaub ntawv tshawb pom, tus naj npawb ntawm Tuam Tshoj cov khoom siv hluav taws xob cov lag luam yog qhov loj tshaj plaws hauv Guangdong, suav txog li 28%; Shanghai thiab Jiangsu thib ob thiab thib peb nrog 11 feem pua thiab 10 feem pua.
Hauv kev sib txuas hauv qab ntawm cov khoom siv hluav taws xob hauv kev lag luam, Guangdong kuj tau tsim cov neeg siv khoom lag luam loj tshaj plaws, sib sau ua ke ntau ntawm cov khoom siv hluav taws xob muaj zog ntawm cov khoom lag luam thiab cov lag luam cuam tshuam, suav nrog cov khoom siv hluav taws xob, cov khoom siv hluav taws xob, kev kho mob hluav taws xob thiab lwm yam peb cov neeg siv khoom lag luam tseem ceeb. pab pawg.
Raws li cov ntaub ntawv taug qab, muaj ntau dua 30, 000 cov neeg siv khoom siv hluav taws xob hauv lub tebchaws, ntawm ntau dua 76% nyob hauv Guangdong, ntawm 56% nyob hauv Shenzhen. Tag nrho cov tuam txhab hluav taws xob tsheb hauv Suav teb tau tshaj 83, 000, ntawm cov tuam txhab lag luam hauv Guangdong suav txog 21%, qeb thib ib hauv lub tebchaws. Muaj ntau dua 36, 000 cov tuam txhab kho mob hluav taws xob hauv Suav teb, thiab cov tuam txhab Guangdong suav txog 11%, thib ob tsuas yog Shandong.
Txoj kev loj hlob ntawm peb pawg neeg siv hluav taws xob loj ntawm cov neeg siv khoom, kev kho mob thiab tsheb tau txhawb nqa kev loj hlob ntawm cov khoom siv hluav taws xob.
Txij li thaum pib ntawm lub xyoo no, qhov kev thov rau cov khoom siv hluav taws xob tau loj hlob sai vim yog cov kev cai xws li kev npaj ua kom hloov cov khoom siv qub nrog cov tshiab thiab "kev koom ua ke ntawm tsheb, txoj kev thiab huab cua" thiab cov phiaj xwm ua kom zoo dua cov khoom siv hauv tsev. kev lag luam teb.
Hauv cov neeg siv khoom siv hluav taws xob, nrog kev nce qib ntawm AI hloov kho ntau txhiab kev lag luam, qhov chaw ua lag luam rau cov khoom ntse yog dav, thiab kev lag luam muaj peev xwm nce. Txij li thaum pib ntawm lub xyoo no, cov cuab yeej siv hluav taws xob hauv tsev thiab cov neeg siv khoom lag luam ruaj khov tau rov zoo tag nrho, ntawm cov uas, kev loj hlob ntawm tus kheej cov neeg siv khoom siv hluav taws xob tshwm sim los ntawm cov xov tooj ntawm tes thiab ntxiv los ntawm cov khoom siv tau mus txog 10%.
Cov khoom siv hluav taws xob kho mob tseem tab tom loj hlob sai raws li kev siv thev naus laus zis, kev paub txog kev noj qab haus huv ntawm cov neeg siv khoom nce ntxiv, thiab kev thov rau cov khoom siv hluav taws xob kho mob portable nce. Nws cia siab tias los ntawm 2026, kev lag luam loj ntawm cov khoom siv kho mob hnav yuav ncav cuag 33 billion yuan.
Tsav los ntawm qhov kev thov rau lub zog tshiab tsheb, tshwj xeeb tshaj yog lub zog loj hlob ntawm peb qhov kev lag luam txawv teb chaws tshiab ntawm "lub zog tshiab tsheb, lithium roj teeb, thiab lub hnub ci hlwb", qhov kev loj hlob ntawm Tuam Tshoj lub tsheb hluav taws xob hluav taws xob muaj zog. Hauv thawj ib nrab ntawm 2024, kev muag khoom ntawm cov roj teeb hluav taws xob hauv Suav teb yog 318.1GWh, nce 26.6%.