Semiconductors hte n-gun nnan zawn re ai high-end galaw shapraw ai lam ni hpe madi shadaw ya ai madung zai ladat arung arai langai hku nna, high-san seng ai graphite gaw hpaga lam hpe gram lajang na matu ahkyak ai window aten de shang wa nga ai. Shiga dap ni gaw zuphpawng woi awn komiti kaw nna chye lu ai gaw,2026 Mungdan ting na High-San seng ai Graphite hpaga lam hpe rawt jat galu kaba wa hkra galaw na zuphpawng, ngu ai gabaw hte "Hpaji rawng ai hku jai lang ai lam hte tsaw ai -hpang jahtum na awng dang lam ni" hpe Henan mungdaw na Radisson Blu Hotel Zhengzhou TianDi kaw 2026 ning March shata 11 ya kaw nna 12 ya du hkra galaw na re. sai dawng.
Ya aten hta Miwa mung gaw mungkan hta graphite galaw shapraw ai hte jai lang ai mungdan kaba langai byin wa sai. 2025 ning hta high-san seng ai graphite a gat lawk gaw yuan wan 25 du wa nna, 2030 ning du wa ai shaloi yuan wan 55 de rawt jat wa na re, shaning shagu rawt jat galu kaba wa ai lam (CAGR) gaw 15% jan rai na re. Miwa mungdan gaw shingra tara graphite htu shaw ai lam hte kaba ai graphite galaw shapraw ai lam hta ahkyak ai akyu ni hpe gawgap da sai raitim, ndai hpaga lam gaw n-gun ja ai arung arai ni hta "bottleneck" mayak mahkak ni hpe naw hkrum sha nga ai: n bung ai hku dip da ai graphite gaw 100 hta n law ai. 40%, n-gun law law jai lang ai hte grup yin hpe grai hkra machyi shangun ai zawn re ai manghkang ni mung nga ai. Dai aten hta, n-gun atsam mawdaw nnan, semiconductors, hte hydrogen n-gun atsam ni lawm ai, npu na hpaga lam ni a n-gun kaba ai rawt jat lam gaw, ra kadawn ai lam hpe matut nna shabyin nga ai. 2025 ning hta, lithium-ion battery anode arung arai ni hta lang ai graphite hpe mungkan ting ra sharawng ai lam gaw ton 500,000 du wa sai, semiconductor hpaga lam hta ra kadawn ai lam gaw shaning shagu 15% rawt jat wa ai majaw, hpaga lam hpe gram lajang ai lam hpe lawan ladan galaw ra ai.
Madung hpaga lam hta hkra machyi ai lam ni hte rawt jat galu kaba wa ai lam ni hpe madung tawn nna, ndai zuphpawng gaw madung ga baw 15 hpe masat da nna, hpaga lam -hkum tsup ai hpaji masa galai shai ai masa hpe gawgap na re. Hpaji masa hta rawt jat galu kaba wa ai lam ni hta, ultra-high-san seng ai graphite ( 99.999% hta grau kaba ai (sh) maren sha re ai) a matu chemical hte high-temperature san seng ai ladat ni hta hpang jahtum na rawt jat lam ni hpe bawngban na matu madung tawn na re, dai zawn sha, tech plasma hpe jai lang ai lam hte manu jahpu hpe hkang ai lam ni hpe mung, purologich nnan ni hpe jai lang ai lam hte manu jahpu hpe hkang ai lam ni hpe bawngban na re. san seng ai lam hpe gram lajang na matu, manu jahpu hpe shayawm na matu, akyu rawng hkra galaw na matu, hpaga lam hta lawan ladan ra kadawn nga ai jat wa ai. Application hpaji ningnan hte seng nna, ndai zuphpawng hta, semiconductors a matu san seng ai graphite arung arai ni hpe hkyen lajang ai lam, lithium energy stoge arung arai ni hte hydrogen battery anode arung arai ni hta jai lang ai lam ni lawm ai, cutting-edge lam ni hpe sung sung sawk sagawn ai lam galaw na re. Nuclear hpaga lam hte nbungli hpaga lam kaw na ra kadawn ai arung arai nnan ni hpe mung myit maju jung na rai nna, superconductivity hte quantum computing zawn re ai byin pru wa nga ai jai lang ai lam ni hpe mung myit maju jung na re. Hkai sun rawt jat lam a yaw shada lam ni hpe shadik shatup lu na matu, n-gun lang ai lam hpe hkang zing ai lam hte n kaja ai arung arai ni hpe bai jai lang ai lam hte seng nna laksan ga baw ni hpe hpaw nna, hpaga hpung ni hpe "dual carbon" ladat hte EU Carbon Border Adjustment Mechanism (CBAM) zawn re ai mungkan grup yin ra kadawn ai lam ni hpe htai ya lu na matu karum ya na re.
Hpaga lam, hpaji masa, sawk sagawn ai lam, jai lang ai lam ni hpe-sung sung htuk manu hkra hpawng de na matu, ndai zuphpawng hta laksan lamang amyu myu hpe galaw na re. On-site mari ai lam hte shingdaw ai zuphpawng ni gaw, gumhpraw bang ai lam hte gumhpraw bang ai lam, awng dang lam galai shai ai lam, ladat hparan ladat, jak rung mari ai lam, hte hpaji ninghkring ni hpe jawm galaw ai lam zawn re ai full-chain ra kadawn ai lam ni hpe matut mahkai na matu, hkrak tup jawm galaw na matu shara langai mi hpe gawgap na matu madung tawn na re. Ndai lang na madun poi hta, n-gun ja ai graphite raw materials, arung arai ni, galaw shapraw ai arung arai ni, chyam dinglik ai arung arai ni lawm ai-industry-chain arung arai ni hpe hkum tsup hkra madun dan na rai nna, shanglawm ai ni hpe hpaji masa hte arung arai ni hpe galai shai na matu asan sha chye na loi ai shara langai mi hpe jaw ya na re. Shawng na ndai zawn re ai hpaga lam hte seng ai zuphpawng ni hpe China Powder Network kaw nna galaw lai wa sai rai nna, hpaga lam, hpaji lam, sawk sagawn hpung ni kaw na dat kasa marai 300 jan hpe shanglawm shangun ai majaw, hpaji masa matut mahkai lam hte hpaga lam hte seng nna jawm galaw na matu ahkyak ai shara langai byin tai wa sai.
Ndai zuphpawng gaw, hpaga lam yawng a matu hpaw da ai rai nna, shingra tara graphite htu shaw ai, artificial graphite galaw shapraw ai, hte high-san seng ai graphite arung arai ni hpe galaw shapraw ai hpaga hpung ni hpe saw shaga ai; semiconductor, lithium battery, hte hydrogen n-gun zawn re ai jai lang ai lam ni kaw na hpaji masa hte mari la ai lam ni hpe woi awn ai ni; dakkasu sawk sagawn hpung ni; hte sut masa wuhpung wuhpawng ni kaw na dat kasa ni hpe mung lawm ai. Zuphpawng a matu manu jahpu hpe tiered pricing system hku nna jai lang ai: 2026 ning February shata 10 ya shani du hkra mying jahpan bang ai enterprise dat kasa ni hpe marai langai kaw na yuan 1,600 sha hkan sa na rai nna, dakkasu sara/num ni hte jawngma ni a dat kasa ni hpe gaw marai langai kaw na yuan 1,200 sha hkan sa na re. Dai gumhpraw hta zuphpawng arung arai ni, zuphpawng magam bungli ni, lusha ni lawm ai; nga shara hpe tinang hkrai lajang mai ai.
Ndai zuphpawng hta ndai zuphpawng hta hpaji ninghkring ni hpe shinggyin la na re lam, hpawng hpe woi awn ai komiti hpe woi awn ai seng ang ai masha langai tsun ai. Hpaji masa hte seng ai seminar ni, ra kadawn ai lam ni hpe shingdaw ai lam, hte arung arai ni hpe madun dan ai lam ni zawn re ai multi-dimensional hkrang ni hku nna, core hpaji masa ni hpe lawan ladan galaw shapraw lu na matu hte high-san seng ai graphite hpe hpaga lam hta jai lang lu na matu karum ya na rai nna, Miwa mungdan a graphite hpaga lam hpe "scale advantage" kaw nna "high{end the}ve" de galai shai wa hkra karum ya na re. manu dan ai lam.
