0102030405
????????? ????? ???? ????????? ?????: ???? ?? ???????? ?? ??? ???-???? ????? ????????? ?? ??????? | MINHUA ????
2025-02-21
?????? ????? ??????? (????????????-????????)
1. ????? ????????? ????????
| ???????? | ????????? ????? | ?????????? ????? |
|---|---|---|
| ??????? ?????? | ????? ??? ???? → ??? ???? (0.8-2.0 ???? ?????) | ????? ??? ???? → ?????? ?????? (1.2-3.0 ???? ?????) |
| ??? ???? | ?????? + ???????? ?????????? (18-25 ????/????) | ?????????? ????????? (300-500 ???????/????) |
| ????? ????????? | ±0.2???? | ±0.05 ???? (?????-??????) |
| ????? ????? | ??????? ???? | ????????? ??? ?????????? ????? |
????? ????:
- ?????????? ????? ???? ???????? ?? ??? ???? ?????????? ???? ?????? (±0.05 ????) ?? ?????? ???? ???; ????????? ????? ?? ?????????? ?? ??? ??????? ?? ?????????? ???? ????
2. ???????? ?????????
2.1 ???????? ????? (??????? ?8 ????)
| ??????? ???????? | ????????? ????? | ?????????? ????? |
|---|---|---|
| ?????? ???? | 38-42 ????? | 55-62 ????? |
| ?????? ?? ?????? | 15-18% | 8-12% |
| ???? ???? (????) | 5,000 | 8,000+ |
??????? ?8 ???????:
- ??? ?????: ?????? ????? ?????? ?? ??? 4D (E8) ?? 5D (E8M)?
- ???? ??: 0.015±0.006 ????/????/???? (???-??? ????????)?
2.2 ??????? ??????????? (USD/10k ???????)
| ???? ?????? | ????????? ????? | ?????????? ????? |
|---|---|---|
| ?????? ???? | 0 | 700-1,200 |
| ????? ?? ???? | 120 | 180 |
| ??????? ??????????? | 25 | 85 |
| ??? ???? | 145 | 965+ |
????? ???????????:
- ????????? ????? ??? 75% ?????? ???? ???? ??, ?? ???? ???? ?????? ?? ??????? ?? ??? ?? ??????? ??; ????????? ????? ??????? ???? ?? 70% ?? ?? ?? ???? ???, ?? ????-????????? ?????????? ?? ??? ????? ???
?????? ????????? ????
3. ???????? ????????
| ?????? | ????????? |
|---|---|
| ????????? ????? | ? ???????? SLI ???????? (>100k ?????/???) |
| ? ????-????????? ????? ?????????? (40% ?? CAPEX) | |
| ? ???????? ????? ?????? (????/??????? ??????) | |
| ?????????? ????? | ? ???????-?????/???-?????? ????? (>1,200 ????, IEC 61427 ?? ??????) |
| ? ????? ???????? (????????/?????? ?????) | |
| ? ???? ?????????? ???????? (????? ??????? |
???????? ????????:
- ???????-????? ??????????????? ????? ?? ???? ????? (55-62 ?????) ?? ???? ???? (8,000+ ????) ?????? ?????-????????? ?????? ?? ???? ???? ????
- ????? ??????????????????? ????? ?? ??? ???? (145 USD/10k ?????) CAPEX-????????? ?????? ?? ??? ??????? ??, ?????? ???????? ?????? ???????????? ?? ????? ????? ???
?????? ????? ?? ??????
- ????? ????? ?????????????????? ?????, ???????? ???????? ?? ?????? ?? 18% ???? ?????? ??????? ?????? ?? ????? ???? ???, ???? ?????-??????? ????? ?????????? (????, ????????? ????? ???? ?????) ??? ????? ???? ??? ???
- ????? ????????????: GREE ?? ±0.001mm ?????????? ????? ?? 380 ???????/???? ?????????? ??? ???????? EV ???????? ??? ???? ?? ????? ?? ??? ????
95% ?? ???? ??????? ??????!
????? ????? ??? ??? ???? ??? ?? ?? ?????? ???????? ?? ??????? ?????? ??? ?????? ?????? ??? ???? ?? ??????????? ?? ????? ???? ?????? ???? ?? ???? ??? ???? ??? ?????? ?? ?? ?? ????? ???? ???? ??? ???? ????? ?????? ?? ??? ????? ?? ???? ????? ?? ??? ????? ???!
?? ???? ?????