{"id":2492,"date":"2025-06-11T06:04:37","date_gmt":"2025-06-11T06:04:37","guid":{"rendered":"https:\/\/rifengcable.com\/?p=2492"},"modified":"2025-06-11T06:08:41","modified_gmt":"2025-06-11T06:08:41","slug":"cable-revolution-under-the-tide-of-new-energy","status":"publish","type":"post","link":"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/","title":{"rendered":"\u30b0\u30ea\u30fc\u30f3\uff06\u30b9\u30de\u30fc\u30c8\u30b1\u30fc\u30d6\u30eb\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u306e$1T\u5e02\u5834\u7206\u767a"},"content":{"rendered":"<div class=\"row\"  id=\"row-983368709\">\n\n\t<div id=\"col-1618686672\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_75 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">\u76ee\u6b21<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"\u30c8\u30b0\u30eb\u76ee\u6b21\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">\u30c8\u30b0\u30eb<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#Cable_revolution_under_the_tide_of_new_energy\" >\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u6f6e\u6d41\u306b\u4e57\u3063\u305f\u30b1\u30fc\u30d6\u30eb\u9769\u547d<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#1Market_demand_explodes_and_new_energy_installation_drives_a_market_worth_hundreds_of_billions_of_yuan\" >1.\u5e02\u5834\u9700\u8981\u304c\u7206\u767a\u7684\u306b\u5897\u52a0\u3001\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u5c0e\u5165\u304c\u6570\u5343\u5104\u5143\u306e\u5e02\u5834\u3092\u727d\u5f15<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#2Technological_innovation_is_accelerating_and_material_revolution_and_intelligent_upgrades_are_leading_the_future\" >2.\u6280\u8853\u9769\u65b0\u304c\u52a0\u901f\u3057\u3001\u7d20\u6750\u9769\u547d\u3068\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u672a\u6765\u3092\u30ea\u30fc\u30c9\u3059\u308b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#3Fluctuations_in_raw_material_prices_and_cost_pressures_test_the_resilience_of_companies_survival\" >3.\u539f\u6750\u6599\u4fa1\u683c\u306e\u5909\u52d5\u3068\u30b3\u30b9\u30c8\u5727\u529b\u304c\u4f01\u696d\u306e\u5b58\u7d9a\u306e\u56de\u5fa9\u529b\u3092\u8a66\u3059<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#4Environmental_protection_and_green_transformation_policies_and_regulations_reshape_the_industry_ecology\" >4.\u74b0\u5883\u4fdd\u8b77\u3068\u30b0\u30ea\u30fc\u30f3\u8ee2\u63db\u3001\u653f\u7b56\u3068\u898f\u5236\u304c\u696d\u754c\u306e\u30a8\u30b3\u30ed\u30b8\u30fc\u3092\u518d\u69cb\u7bc9\u3059\u308b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#5Industry_integration_and_internationalization_reshaping_the_pattern_under_the_concentration_increase\" >5.\u7523\u696d\u7d71\u5408\u3068\u56fd\u969b\u5316\u3001\u96c6\u4e2d\u5ea6\u4e0a\u6607\u306e\u4e0b\u3067\u30d1\u30bf\u30fc\u30f3\u3092\u518d\u69cb\u7bc9<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#6The_competitive_landscape_is_differentiated_and_technical_barriers_build_a_moat\" >6.\u7af6\u4e89\u74b0\u5883\u306f\u5dee\u5225\u5316\u3055\u308c\u3001\u6280\u8853\u7684\u969c\u58c1\u304c\u5800\u3092\u7bc9\u304f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/rifengcable.com\/ja\/cable-revolution-under-the-tide-of-new-energy\/#Summary\" >\u6982\u8981<\/a><\/li><\/ul><\/nav><\/div>\n<h2 id=\"cable-revolution-under-the-tide-of-new-energy-100-billion-market-is-about-to-explode-green-and-intelligent-will-determine-the-outcome\"><span class=\"ez-toc-section\" id=\"Cable_revolution_under_the_tide_of_new_energy\"><\/span>\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u6f6e\u6d41\u306b\u4e57\u3063\u305f\u30b1\u30fc\u30d6\u30eb\u9769\u547d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<blockquote>\n<p>\u30b0\u30ea\u30fc\u30f3\u30a8\u30cd\u30eb\u30ae\u30fc\u3068\u96fb\u6c17\u8f38\u9001\u306e\u6ce2\u306e\u4e0b\u3067\u3001\u9759\u304b\u306a\u30b1\u30fc\u30d6\u30eb\u9769\u547d\u304c1\u5146\u30c9\u30eb\u898f\u6a21\u306e\u5e02\u5834\u69cb\u9020\u3092\u518d\u69cb\u7bc9\u3057\u3066\u3044\u308b\u3002<\/p>\n<\/blockquote>\n<p>\u4e16\u754c\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u69cb\u9020\u306f\u3001\u304b\u3064\u3066\u306a\u3044\u5909\u9769\u306e\u5d50\u306b\u898b\u821e\u308f\u308c\u3066\u3044\u308b\u30022024\u5e74\u307e\u3067\u306b\u3001\u4e2d\u56fd\u306e\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u8a2d\u5099\u5bb9\u91cf\u306f\u6b74\u53f2\u7684\u306b\u77f3\u70ad\u706b\u529b\u767a\u96fb\u3092\u4e0a\u56de\u308a\u3001\u98a8\u529b\u767a\u96fb\u3068\u592a\u967d\u5149\u767a\u96fb\u306e\u6025\u901f\u306a\u62e1\u5927\u306b\u3088\u308a\u3001\u9ad8\u6e29\u8010\u6027\u3068\u30a2\u30f3\u30c1\u30a8\u30a4\u30b8\u30f3\u30b0\u306b\u512a\u308c\u305f\u7279\u6b8a\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u304c\u6025\u5897\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u540c\u6642\u306b\u3001\u56fd\u5bb6\u96fb\u7db2\u306f2025\u5e74\u306b6500\u5104\u5143\u306e\u6295\u8cc7\u8a08\u753b\u3092\u767a\u8868\u3057\u3001UHV\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3068\u6d0b\u4e0a\u98a8\u529b\u767a\u96fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u9ad8\u5727\u30b1\u30fc\u30d6\u30eb\u5e02\u5834\u306b\u5f37\u3044\u52e2\u3044\u3092\u6ce8\u5165\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u8eca\u306e\u8ca9\u58f2\u53f0\u6570\u306f\u7206\u767a\u7684\u306a\u4f38\u3073\u3092\u793a\u3057\u3066\u304a\u308a\u30012016\u5e74\u306e50.7\u4e07\u53f0\u304b\u30892024\u5e74\u306b\u306f1286.6\u4e07\u53f0\u306b\u6025\u5897\u3057\u3001\u81ea\u52d5\u8eca\u7528\u9ad8\u5727\u30b1\u30fc\u30d6\u30eb\u306e\u5e02\u5834\u898f\u6a21\u306f128\u5104\u5143\u3092\u8d85\u3048\u308b\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u7e41\u6804\u306e\u88cf\u306b\u306f\u88cf\u306e\u9854\u304c\u3042\u308b\u3002\u9285\u4fa1\u683c\u306f1\u30c8\u30f3\u5f53\u305f\u308a8,000\uff5e10,000\u7c73\u30c9\u30eb\u306e\u7bc4\u56f2\u3067\u6fc0\u3057\u304f\u5909\u52d5\u3057\u3001EU\u306e\u70ad\u7d20\u95a2\u7a0e\u306f\u30b1\u30fc\u30d6\u30eb\u88fd\u54c1\u306b\u307e\u3067\u53ca\u3073\u3001\u696d\u754c\u4e0a\u4f4d10\u793e\u306e\u5e02\u5834\u96c6\u4e2d\u5ea6\u306f45%\uff5e50%\u307e\u3067\u4e0a\u6607\u3057\u3001\u4e2d\u5c0f\u4f01\u696d\u306f\u904e\u9177\u306a\u6dd8\u6c70\u7af6\u4e89\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u6280\u8853\u9769\u65b0\u3068\u30b0\u30ea\u30fc\u30f3\u5909\u9769\u306e\u4e8c\u91cd\u306e\u5727\u529b\u306e\u4e0b\u3001\u96fb\u7dda\u30fb\u30b1\u30fc\u30d6\u30eb\u7523\u696d\u306f\u5909\u9769\u3068\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u5c90\u8def\u306b\u7acb\u3063\u3066\u3044\u308b\u3002<\/p>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<div class=\"row\"  id=\"row-1779574148\">\n\n\t<div id=\"col-259804377\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\t<div class=\"img has-hover x md-x lg-x y md-y lg-y\" id=\"image_1222867914\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" >\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1457\" src=\"https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-scaled.webp\" class=\"attachment-original size-original\" alt=\"\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u6f6e\u6d41\u306b\u4e57\u3063\u305f\u30b1\u30fc\u30d6\u30eb\u9769\u547d\" srcset=\"https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-scaled.webp 2560w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-300x171.webp 300w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-1024x583.webp 1024w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-768x437.webp 768w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-1536x874.webp 1536w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-2048x1165.webp 2048w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-18x10.webp 18w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-600x341.webp 600w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" title=\"\">\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1222867914 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<h2 id=\"01-market-demand-explodes-and-new-energy-installation-drives-a-market-worth-hundreds-of-billions-of-yuan\"><span class=\"ez-toc-section\" id=\"1Market_demand_explodes_and_new_energy_installation_drives_a_market_worth_hundreds_of_billions_of_yuan\"><\/span>1.\u5e02\u5834\u9700\u8981\u304c\u7206\u767a\u7684\u306b\u5897\u52a0\u3001\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u5c0e\u5165\u304c\u6570\u5343\u5104\u5143\u306e\u5e02\u5834\u3092\u727d\u5f15<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u4e16\u754c\u7684\u306a\u30a8\u30cd\u30eb\u30ae\u30fc\u8ee2\u63db\u306e\u6ce2\u304c\u3001\u96fb\u7dda\u3068\u96fb\u7dda\u306e\u305f\u3081\u306e\u5e83\u3044\u5897\u5206\u7a7a\u9593\u3092\u5207\u308a\u958b\u3044\u305f\u3002 <a href=\"https:\/\/rifengcable.com\/ja\/about-cable-manufacturer\/\">\u30b1\u30fc\u30d6\u30eb\u5de5\u696d<\/a>.\u56fd\u5bb6\u96fb\u7db2\u306f2025\u5e74\u306b6500\u5104\u5143\u4ee5\u4e0a\u306e\u6295\u8cc7\u3092\u8a08\u753b\u3057\u3066\u304a\u308a\u3001\u8d85\u9ad8\u5727\u9001\u96fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u9ad8\u5727\u30fb\u8d85\u9ad8\u5727\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u304c\u6025\u5897\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u3001\u00b1535kV\u30d5\u30ec\u30ad\u30b7\u30d6\u30ebDC\u30b1\u30fc\u30d6\u30eb\u306e\u56fd\u7523\u5316\u306b\u304a\u3051\u308b\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u306a\u3069\u3001\u30b1\u30fc\u30d6\u30eb\u306e\u6280\u8853\u6307\u6a19\u306b\u5bfe\u3059\u308b\u8981\u6c42\u304c\u6975\u3081\u3066\u9ad8\u304f\u3001\u4e2d\u56fd\u4f01\u696d\u304c\u30cf\u30a4\u30a8\u30f3\u30c9\u5e02\u5834\u3067\u306e\u7af6\u4e89\u529b\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u305f\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u5206\u91ce\u306f\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u6d0b\u4e0a\u98a8\u529b\u767a\u96fb\u306e\u65b0\u8a2d\u5bb9\u91cf\u306f2025\u5e74\u306b\u306f10GW\u4ee5\u4e0a\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3001\u8d85\u9ad8\u5727\u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u3082\u7206\u767a\u7684\u306a\u4f38\u3073\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u98a8\u529b\u767a\u96fb\u6240\u306e\u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306f\u3001\u9ad8\u96fb\u5727\u74b0\u5883\u306b\u8010\u3048\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u8010\u8150\u98df\u6027\u3084\u5f15\u5f35\u5f37\u5ea6\u3082\u6c42\u3081\u3089\u308c\u308b\u3002\u4e2d\u5929\u79d1\u6280\u3084\u6052\u901a\u5149\u5b66\u306a\u3069\u306e\u5927\u624b\u4f01\u696d\u306f\u3001\u6280\u8853\u7684\u306a\u969c\u58c1\u306b\u3088\u3063\u3066\u5800\u3092\u7bc9\u304b\u308c\u3066\u304d\u305f\u3002<\/p>\n<p>\u592a\u967d\u5149\u767a\u96fb\u7523\u696d\u3082\u6210\u9577\u306b\u5927\u304d\u304f\u8ca2\u732e\u3057\u305f\u3002\u592a\u967d\u5149\u767a\u96fb\u6240\u306b\u304a\u3051\u308b\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u76f4\u6d41\u30b1\u30fc\u30d6\u30eb\u306e\u6bd4\u7387\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3001\u305d\u308c\u3092\u652f\u3048\u308b\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u3082\u9ad8\u307e\u3063\u3066\u3044\u308b\u30022025\u5e74\u306b\u306f\u3001\u4e16\u754c\u306e\u96fb\u7dda\u30fb\u30b1\u30fc\u30d6\u30eb\u5e02\u5834\u306f1.5\u5146\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001\u305d\u306e\u3046\u3061\u4e2d\u56fd\u306f40%\u4ee5\u4e0a\u3092\u5360\u3081\u3001\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u95a2\u9023\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u7279\u6b8a\u30b1\u30fc\u30d6\u30eb\u306e\u30b7\u30a7\u30a2\u306f18%\u304b\u308930%\u306b\u5897\u52a0\u3059\u308b\u3002<\/p>\n<p>\u4ea4\u901a\u96fb\u5316\u306e\u6ce2\u306f\u3001\u540c\u6642\u306b\u65b0\u305f\u306a\u7a7a\u9593\u3092\u5207\u308a\u958b\u3044\u305f\u3002\u4e2d\u56fd\u306e\u90fd\u5e02\u9244\u9053\u306e\u7dcf\u8d70\u884c\u8ddd\u96e2\u306f15,000km\u3092\u8d85\u3048\u3001\u9ad8\u901f\u9244\u9053\u306e\u5efa\u8a2d\u306b\u3088\u308a\u3001\u96fb\u6e90\u30b1\u30fc\u30d6\u30eb\u3068\u4fe1\u53f7\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u304c30%-40%\u5897\u52a0\u3057\u305f\u3002\u4ea4\u901a\u7db2\u306e\u62e1\u5927\u306b\u3088\u308a\u3001\u30b1\u30fc\u30d6\u30eb\u306e\u8010\u632f\u52d5\u6027\u80fd\u3068\u6297\u5e72\u6e09\u6027\u80fd\u306b\u5bfe\u3059\u308b\u8981\u6c42\u304c\u9ad8\u307e\u308a\u3001\u88fd\u54c1\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3068\u53cd\u5fa9\u304c\u63a8\u9032\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n<h2 id=\"02-technological-innovation-is-accelerating-and-material-revolution-and-intelligent-upgrades-are-leading-the-future\"><span class=\"ez-toc-section\" id=\"2Technological_innovation_is_accelerating_and_material_revolution_and_intelligent_upgrades_are_leading_the_future\"><\/span>2.\u6280\u8853\u9769\u65b0\u304c\u52a0\u901f\u3057\u3001\u7d20\u6750\u9769\u547d\u3068\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u304c\u672a\u6765\u3092\u30ea\u30fc\u30c9\u3059\u308b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u30b1\u30fc\u30d6\u30eb\u306e\u6027\u80fd\u306b\u5bfe\u3059\u308b\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u30b7\u30ca\u30ea\u30aa\u306e\u53b3\u3057\u3044\u8981\u6c42\u306f\u3001\u6280\u8853\u7684\u98db\u8e8d\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3066\u3044\u308b\u3002\u7279\u306b\u3001\u6750\u6599\u5206\u91ce\u3067\u306e\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u9ad8\u6027\u80fd\u30dd\u30ea\u30a4\u30df\u30c9\u7d76\u7e01\u6750\u6599\u306e\u666e\u53ca\u306f\u3001\u30b1\u30fc\u30d6\u30eb\u306e\u8010\u71b1\u6027\u3092 30%-50% \u5411\u4e0a\u3055\u305b\u305f\u3002<\/p>\n<p>\u3053\u306e\u6750\u6599\u306f\u6975\u7aef\u306a\u6e29\u5ea6\u5909\u52d5\u306b\u8010\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u8907\u96d1\u306a\u74b0\u5883\u4e0b\u3067\u306e\u592a\u967d\u5149\u767a\u96fb\u6240\u3084\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u5b89\u5b9a\u7a3c\u50cd\u3092\u4fdd\u8a3c\u3059\u308b\u3002\u30ab\u30fc\u30dc\u30f3\u30ca\u30ce\u30c1\u30e5\u30fc\u30d6\u3084\u30b0\u30e9\u30d5\u30a7\u30f3\u306a\u3069\u306e\u65b0\u5c0e\u96fb\u6750\u6599\u306e\u7814\u7a76\u958b\u767a\u304c\u52a0\u901f\u3057\u3001\u62b5\u6297\u7387\u3092\u4e0b\u3052\u308b\u3053\u3068\u3067\u9001\u96fb\u52b9\u7387\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3066\u3044\u308b\u3002<\/p>\n<p>\u69cb\u9020\u8a2d\u8a08\u3068\u30d7\u30ed\u30bb\u30b9\u9769\u65b0\u306f\u540c\u6642\u306b\u9032\u3093\u3067\u3044\u308b\u3002\u9ad8\u51fa\u529b\u6db2\u51b7\u904e\u7d66\u6280\u8853\u306e\u53f0\u982d\u306f\u3001\u65b0\u3057\u3044\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u305f\u3002\u5927\u624b\u4f01\u696d\u306f\u3001\"Ji Neng \"\u306e\u3088\u3046\u306a\u904e\u7d66\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3067\u4f7f\u7528\u3059\u308b\u305f\u3081\u306b\u3001\u5916\u5f84\u304c\u5c0f\u3055\u304f\u8efd\u91cf\u306e\u6db2\u51b7\u30b1\u30fc\u30d6\u30eb\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u958b\u767a\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u9769\u65b0\u7684\u306a\u8a2d\u8a08\u306f\u3001\u6025\u901f\u5145\u96fb\u6642\u306e\u653e\u71b1\u554f\u984c\u3092\u89e3\u6c7a\u3057\u3001\u5145\u96fb\u52b9\u7387\u309230%\u4ee5\u4e0a\u5411\u4e0a\u3055\u305b\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u666e\u53ca\u306e\u4e3b\u306a\u969c\u5bb3\u3092\u53d6\u308a\u9664\u304f\u3002<\/p>\n<p>\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306f\u6b21\u4e16\u4ee3\u306e\u7af6\u4e89\u306e\u7126\u70b9\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u30b9\u30de\u30fc\u30c8\u30b1\u30fc\u30d6\u30eb\u306e\u5e02\u5834\u898f\u6a21\u306f\u6bce\u5e7435%\uff5e40%\u5897\u52a0\u3057\u3001\u96fb\u529b\u5206\u91ce\u3067\u306f30%\u3001\u8f38\u9001\u5206\u91ce\u3067\u306f25%\u306e\u666e\u53ca\u7387\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u308b\u3002\u5206\u6563\u578b\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30bb\u30f3\u30b5\u30fc\u30b1\u30fc\u30d6\u30eb\u306f\u3001\u6e29\u5ea6\u3084\u5fdc\u529b\u30d1\u30e9\u30e1\u30fc\u30bf\u30fc\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u76e3\u8996\u3067\u304d\u3001\u6545\u969c\u8b66\u544a\u306e\u7cbe\u5ea6\u7387\u306f95%\u3092\u8d85\u3048\u3001\u96fb\u529b\u7db2\u306e\u904b\u7528\u30fb\u4fdd\u5b88\u30b3\u30b9\u30c8\u309220%\u4ee5\u4e0a\u524a\u6e1b\u3067\u304d\u308b\u3002<\/p>\n<p>\u30d6\u30ed\u30c3\u30af\u30c1\u30a7\u30fc\u30f3\u6280\u8853\u306f\u3001\u30b1\u30fc\u30d6\u30eb\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306e\u30c8\u30ec\u30fc\u30b5\u30d3\u30ea\u30c6\u30a3\u306b\u9069\u7528\u3055\u308c\u3001\u54c1\u8cea\u306e\u4fe1\u983c\u6027\u3092\u9ad8\u3081\u3001\u696d\u754c\u306e\u4fe1\u983c\u30e1\u30ab\u30cb\u30ba\u30e0\u3092\u518d\u69cb\u7bc9\u3059\u308b\u3002<\/p>\n<p>\u6280\u8853\u306e\u9032\u6b69\u306f\u52b9\u7387\u9769\u547d\u3082\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u9023\u7d9a\u92f3\u9020\u3068\u5727\u5ef6\u6280\u8853\u306e\u666e\u53ca\u306b\u3088\u308a\u3001\u9285\u6750\u6599\u306e\u5229\u7528\u7387\u306f98%\u306b\u5411\u4e0a\u3057\u3001\u751f\u7523\u30b3\u30b9\u30c8\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u305f\u3002AI\u306b\u3088\u308b\u5916\u89b3\u691c\u67fb\u3068\u30ed\u30dc\u30c3\u30c8\u306b\u3088\u308b\u81ea\u52d5\u751f\u7523\u30e9\u30a4\u30f3\u306f\u3001\u88fd\u54c1\u306e\u4e0d\u826f\u7387\u309250%\u524a\u6e1b\u3057\u3001\u751f\u7523\u52b9\u7387\u309230%\u5411\u4e0a\u3055\u305b\u305f\u3002<\/p>\n<p>\u3053\u3046\u3057\u305f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u304c\u3001\u6280\u8853\u3092\u30ea\u30fc\u30c9\u3059\u308b\u4f01\u696d\u306e\u4e2d\u6838\u7684\u7af6\u4e89\u529b\u3092\u7bc9\u3044\u3066\u304d\u305f\u3002<\/p>\n<h2 id=\"03-fluctuations-in-raw-material-prices-and-cost-pressures-test-the-resilience-of-companies-survival\"><span class=\"ez-toc-section\" id=\"3Fluctuations_in_raw_material_prices_and_cost_pressures_test_the_resilience_of_companies_survival\"><\/span>3.\u539f\u6750\u6599\u4fa1\u683c\u306e\u5909\u52d5\u3068\u30b3\u30b9\u30c8\u5727\u529b\u304c\u4f01\u696d\u306e\u5b58\u7d9a\u306e\u56de\u5fa9\u529b\u3092\u8a66\u3059<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u9285\u4fa1\u683c\u306e\u6025\u6fc0\u306a\u5909\u52d5\u306f\u3001\u696d\u754c\u306b\u304a\u3051\u308b\u6700\u5927\u306e\u4e0d\u78ba\u5b9a\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u308b\u30022025\u5e74\u3001\u9285\u306e\u56fd\u969b\u4fa1\u683c\u306f1\u30c8\u30f3\u3042\u305f\u308a8,000\uff5e10,000\u7c73\u30c9\u30eb\u306e\u7bc4\u56f2\u3067\u5909\u52d5\u3057\u3001\u4f01\u696d\u306e\u5229\u76ca\u7387\u3092\u76f4\u63a5\u5727\u8feb\u3059\u308b\u3002\u3053\u306e\u5909\u52d5\u306f\u751f\u7523\u73fe\u5834\u306b\u3082\u4f1d\u308f\u308a\u3001\u4f01\u696d\u306f\u591a\u69d8\u306a\u5bfe\u5fdc\u6226\u7565\u3092\u53d6\u3089\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u308b\u3002<\/p>\n<p>\u30d5\u30a1\u30fc\u30a4\u30fc\u30b9\u30c8\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306e\u3088\u3046\u306a\u4e0a\u5834\u4f01\u696d\u306f\u3001\u4fa1\u683c\u5909\u52d5\u3092\u5e73\u6e96\u5316\u3059\u308b\u305f\u3081\u306b\u91d1\u878d\u5546\u54c1\u3092\u5229\u7528\u3057\u3066\u3044\u308b\u3002\u8cc7\u91d1\u304c\u9650\u3089\u308c\u3066\u3044\u308b\u305f\u3081\u3001\u4e2d\u5c0f\u4f01\u696d\u306f\u30a2\u30eb\u30df\u30b3\u30a2\u4ee3\u66ff\u54c1\u306b\u76ee\u3092\u5411\u3051\u3001\u30a2\u30eb\u30df\u30b3\u30a2\u30b1\u30fc\u30d6\u30eb\u306e\u751f\u7523\u91cf\u306f\u524d\u5e74\u6bd415%\u5897\u52a0\u3057\u305f\u3002<\/p>\n<p>\u7d20\u6750\u306e\u4ee3\u66ff\u306f\u30b3\u30b9\u30c8\u524a\u6e1b\u306b\u3064\u306a\u304c\u308b\u304c\u3001\u5c0e\u96fb\u6027\u3084\u63a5\u7d9a\u306e\u4fe1\u983c\u6027\u3068\u3044\u3063\u305f\u6280\u8853\u7684\u306a\u56f0\u96e3\u3092\u514b\u670d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u7d71\u5408\u304c\u884c\u304d\u8a70\u307e\u308a\u3092\u6253\u958b\u3059\u308b\u9375\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u5927\u624b\u4f01\u696d\u306f\u5ddd\u4e0a\u307e\u3067\u5354\u529b\u3092\u5e83\u3052\u3001\u9271\u5c71\u306b\u53c2\u52a0\u3057\u9577\u671f\u5951\u7d04\u3092\u7d50\u3076\u3053\u3068\u3067\u300110%-15%\u306e\u8abf\u9054\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u6c5f\u8607\u4e0a\u7fd4\u30b1\u30fc\u30d6\u30eb\u3068\u4ed6\u306e\u4f01\u696d\u306f\u3001\u300c\u751f\u7523-\u30ea\u30b5\u30a4\u30af\u30eb-\u518d\u5229\u7528\u300d\u306e\u30af\u30ed\u30fc\u30ba\u30c9\u30eb\u30fc\u30d7\u3092\u69cb\u7bc9\u3057\u3001\u5ec3\u30b1\u30fc\u30d6\u30eb\u306e\u30ea\u30b5\u30a4\u30af\u30eb\u7387\u309280%\u4ee5\u4e0a\u306b\u9ad8\u3081\u3001\u4e00\u6b21\u9285\u3078\u306e\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u9069\u5316\u306f\u3001\u30b3\u30b9\u30c8\u5727\u529b\u3082\u7de9\u548c\u3059\u308b\u3002\u30b8\u30f3\u30d9\u30a4\u30a8\u30ec\u30af\u30c8\u30ea\u30c3\u30af\u306f\u3001\u675f\u306e\u649a\u308a\u5de5\u7a0b\u3092\u6539\u5584\u3059\u308b\u3053\u3068\u3067\u3001\u6027\u80fd\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306a\u304f\u5c0e\u4f53\u91cf\u30928%\u524a\u6e1b\u3057\u305f\u3002\u65b0\u5b8f\u60a6\u306f\u8d85\u8584\u578b\u7d76\u7e01\u5c64\u6280\u8853\u3092\u958b\u767a\u3057\u3001\u8010\u96fb\u5727\u30ec\u30d9\u30eb\u3092\u78ba\u4fdd\u3057\u306a\u304c\u3089\u6750\u6599\u6d88\u8cbb\u91cf\u3092\u524a\u6e1b\u3057\u305f\u3002<\/p>\n<p>\u696d\u754c\u306e\u5229\u76ca\u7387\u304c\u4e00\u822c\u7684\u306b3%-5%\u306b\u5727\u7e2e\u3055\u308c\u308b\u4e2d\u3001\u3053\u3046\u3057\u305f\u30de\u30a4\u30af\u30ed\u30fb\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306f\u4f01\u696d\u304c\u751f\u304d\u6b8b\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u30a6\u30a7\u30a4\u30c8\u3092\u5360\u3081\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002<\/p>\n<h2 id=\"04-environmental-protection-and-green-transformation-policies-and-regulations-reshape-the-industry-ecology\"><span class=\"ez-toc-section\" id=\"4Environmental_protection_and_green_transformation_policies_and_regulations_reshape_the_industry_ecology\"><\/span>4.\u74b0\u5883\u4fdd\u8b77\u3068\u30b0\u30ea\u30fc\u30f3\u8ee2\u63db\u3001\u653f\u7b56\u3068\u898f\u5236\u304c\u696d\u754c\u306e\u30a8\u30b3\u30ed\u30b8\u30fc\u3092\u518d\u69cb\u7bc9\u3059\u308b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u4e16\u754c\u7684\u306a\u30ab\u30fc\u30dc\u30f3\u30cb\u30e5\u30fc\u30c8\u30e9\u30eb\u306e\u76ee\u6a19\u306f\u3001\u74b0\u5883\u4fdd\u8b77\u57fa\u6e96\u306e\u5168\u4f53\u7684\u306a\u6539\u5584\u3092\u4fc3\u9032\u3059\u308b\u3002\u30a4\u30f3\u30d5\u30e9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u304a\u3051\u308b\u4f4e\u767a\u7159\u30cf\u30ed\u30b2\u30f3\u30d5\u30ea\u30fc\u96e3\u71c3\u30b1\u30fc\u30d6\u30eb\u306e\u5272\u5408\u306f\u300130% \u304b\u3089 40%-45% \u306b\u6025\u5897\u3057\u3001\u5e02\u5834\u898f\u6a21\u306f\u6bce\u5e74 35%-40% \u5897\u52a0\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u3053\u306e\u30bf\u30a4\u30d7\u306e\u30b1\u30fc\u30d6\u30eb\u306f\u3001\u706b\u707d\u6642\u306e\u6709\u6bd2\u30ac\u30b9\u306e\u767a\u751f\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3001\u4eba\u306e\u907f\u96e3\u306e\u5b89\u5168\u3092\u78ba\u4fdd\u3059\u308b\u3002\u5730\u4e0b\u9244\u3084\u75c5\u9662\u306a\u3069\u306e\u516c\u5171\u65bd\u8a2d\u3067\u306f\u5fc5\u9808\u306e\u898f\u683c\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n<p>\u56fd\u969b\u7684\u306a\u30b0\u30ea\u30fc\u30f3\u969c\u58c1\u304c\u9ad8\u307e\u308a\u7d9a\u3051\u3066\u3044\u308b\u3002EU\u306e\u70ad\u7d20\u95a2\u7a0e\uff08CBAM\uff09\u306f\u30b1\u30fc\u30d6\u30eb\u88fd\u54c1\u306b\u3082\u62e1\u5927\u3055\u308c\u3001\u8f38\u51fa\u4f01\u696d\u306f\u3055\u3089\u306a\u308b\u30b3\u30b9\u30c8\u5727\u529b\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u3053\u3046\u3057\u305f\u8ab2\u984c\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u5927\u624b\u4f01\u696d\u306f\u30b0\u30ea\u30fc\u30f3\u96fb\u529b\u751f\u7523\u3068\u30ea\u30b5\u30a4\u30af\u30eb\u6750\u6599\u5fdc\u7528\u306e\u30ec\u30a4\u30a2\u30a6\u30c8\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001Hengtong Optoelectronics\u306f\u6771\u5357\u30a2\u30b8\u30a2\u306e\u5de5\u5834\u306b\u592a\u967d\u5149\u767a\u96fb\u5c4b\u6839\u3092\u8a2d\u7f6e\u3057\u3001\u751f\u7523\u30e9\u30a4\u30f3\u3067\u306e\u4e8c\u9178\u5316\u70ad\u7d20\u6392\u51fa\u30bc\u30ed\u3092\u9054\u6210\u3057\u305f\u3002<\/p>\n<p>\u56fd\u5185\u306e\u300c\u30c7\u30e5\u30a2\u30eb\u30ab\u30fc\u30dc\u30f3\u300d\u653f\u7b56\u3082\u53b3\u3057\u3044\u3002\u4f1a\u793e\u306e\u74b0\u5883\u4fdd\u8b77\u30d7\u30ed\u30bb\u30b9\u6295\u8cc7\u306f30%-40%\u5897\u52a0\u3057\u305f\u3002\u5ec3\u71b1\u56de\u53ce\u3084\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u76e3\u8996\u306a\u3069\u306e\u63aa\u7f6e\u306b\u3088\u308a\u3001\u88fd\u54c1\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u91cf\u306f15%-20%\u524a\u6e1b\u3055\u308c\u3001\u6c5a\u67d3\u7269\u8cea\u6392\u51fa\u91cf\u306f20%-25%\u524a\u6e1b\u3055\u308c\u305f\u3002<\/p>\n<p>\u30b0\u30ea\u30fc\u30f3\u751f\u7523\u8a8d\u8a3c\u306f\u5165\u672d\u306e\u57fa\u6e96\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001\u5b9d\u52dd\u306f\u30bc\u30ed\u30fb\u30ab\u30fc\u30dc\u30f3\u5de5\u5834\u8a8d\u8a3c\u3067\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306e\u9001\u96fb\u7db2\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u843d\u672d\u3057\u305f\u3002<\/p>\n<p>\u5206\u89e3\u6027\u7d20\u6750\u306e\u7814\u7a76\u958b\u767a\u304c\u65b0\u305f\u306a\u9053\u3092\u958b\u3044\u305f\u3002\u30d0\u30a4\u30aa\u30d9\u30fc\u30b9\u306e\u30dd\u30ea\u4e73\u9178\u65ad\u71b1\u6750\u306f\u3001\u5f93\u6765\u306ePVC\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308a\u59cb\u3081\u3066\u3044\u308b\u3002\u30b3\u30b9\u30c8\u306f40%\u9ad8\u304f\u306a\u308b\u304c\u3001\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306e\u70ad\u7d20\u6392\u51fa\u91cf\u306f60%\u524a\u6e1b\u3055\u308c\u308b\u3002<\/p>\n<p>EU\u30a8\u30b3\u30c7\u30b6\u30a4\u30f3\u6307\u4ee4\uff08ErP\uff09\u306e\u65bd\u884c\u306b\u3088\u308a\u3001\u3053\u306e\u7a2e\u306e\u74b0\u5883\u914d\u616e\u578b\u7d20\u6750\u306f\u300c\u30d7\u30e9\u30b9\u30fb\u30dd\u30a4\u30f3\u30c8\u300d\u304b\u3089\u300c\u5fc5\u9700\u54c1\u300d\u3078\u3068\u5909\u5316\u3057\u3001\u65e9\u671f\u306b\u624b\u914d\u3057\u305f\u4f01\u696d\u306f\u5e02\u5834\u6a5f\u4f1a\u3092\u7372\u5f97\u3067\u304d\u308b\u3060\u308d\u3046\u3002<\/p>\n<h2 id=\"05-industry-integration-and-internationalization-reshaping-the-pattern-under-the-concentration-increase\"><span class=\"ez-toc-section\" id=\"5Industry_integration_and_internationalization_reshaping_the_pattern_under_the_concentration_increase\"><\/span>5.\u7523\u696d\u7d71\u5408\u3068\u56fd\u969b\u5316\u3001\u96c6\u4e2d\u5ea6\u4e0a\u6607\u306e\u4e0b\u3067\u30d1\u30bf\u30fc\u30f3\u3092\u518d\u69cb\u7bc9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5e02\u5834\u306e\u96c6\u4e2d\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3002\u696d\u754c\u4e0a\u4f4d10\u793e\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f40%\u304b\u308945%-50%\u306b\u5897\u52a0\u3057\u3001\u4e2d\u5c0f\u4f01\u696d\u306f\u6dd8\u6c70\u306e\u5727\u529b\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u7d71\u5408\u306e\u80cc\u666f\u306b\u306f\u3001\u30b9\u30b1\u30fc\u30eb\u52b9\u679c\u306e\u5f37\u8abf\u304c\u3042\u308b\u3002\u3064\u307e\u308a\u3001\u539f\u6750\u6599\u4ea4\u6e09\u3001\u7814\u7a76\u958b\u767a\u6295\u8cc7\u3001\u8a8d\u8a3c\u53d6\u5f97\u306b\u304a\u3051\u308b\u5927\u624b\u4f01\u696d\u306e\u512a\u4f4d\u6027\u304c\u3001\u30d7\u30e9\u30b9\u306e\u5faa\u74b0\u3092\u5f62\u6210\u3057\u3066\u3044\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n<p>\u56fd\u969b\u7684\u306a\u30ec\u30a4\u30a2\u30a6\u30c8\u304c\u884c\u304d\u8a70\u307e\u308a\u3092\u6253\u958b\u3059\u308b\u9375\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u4e00\u5e2f\u4e00\u8def\u300d\u306b\u6cbf\u3063\u305f\u30a4\u30f3\u30d5\u30e9\u30fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u3088\u308a\u3001\u30b1\u30fc\u30d6\u30eb\u306e\u9700\u8981\u306f$500\u5104\u7c73\u30c9\u30eb\u3092\u8d85\u3048\u3001\u4e2d\u56fd\u4f01\u696d\u306f\u8d85\u9ad8\u5727\u3068\u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u6280\u8853\u306e\u512a\u4f4d\u6027\u306720%-25%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3066\u3044\u308b\u3002<\/p>\n<p>\u4e2d\u5929\u79d1\u6280\u306f\u30d9\u30c8\u30ca\u30e0\u306b\u751f\u7523\u62e0\u70b9\u3092\u8a2d\u7acb\u3057\u3001\u7c73\u56fd\u306e\u300c\u30a4\u30f3\u30d5\u30ec\u524a\u6e1b\u6cd5\u300d\u306e\u898f\u5236\u3092\u56de\u907f\u3059\u308b\u3068\u540c\u6642\u306b\u3001ASEAN\u306e\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u5e02\u5834\u3092\u958b\u62d3\u3057\u305f\u3002<\/p>\n<p>\u5730\u57df\u5e02\u5834\u306b\u304a\u3051\u308b\u5dee\u5225\u5316\u7af6\u4e89\u6226\u7565\u304c\u6d6e\u4e0a\uff1a<\/p>\n<ul>\n<li>\u6771\u5357\u30a2\u30b8\u30a2\u5e02\u5834\u9ad8\u6e29\u9ad8\u6e7f\u74b0\u5883\u306b\u304a\u3051\u308b\u30b1\u30fc\u30d6\u30eb\u8010\u5019\u6027\u306e\u6700\u9069\u5316<\/li>\n<li>\u6b27\u5dde\u5e02\u5834\uff1aCE\u304a\u3088\u3073UL\u8a8d\u8a3c\u53d6\u5f97\u306b\u3088\u308b\u96fb\u529b\u7db2\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u4e3b\u6d41\u3078\u306e\u53c2\u5165<\/li>\n<li>\u4e2d\u6771\u5e02\u5834\uff1a\u7802\u6f20\u306e\u663c\u591c\u306e\u5bd2\u6696\u5dee\u306b\u5bfe\u5fdc\u3059\u308b\u73fe\u5730\u5de5\u5834\u5efa\u8a2d<\/li>\n<\/ul>\n<p>\u6280\u8853\u6a19\u6e96\u306e\u51fa\u529b\u304c\u8a00\u8ad6\u529b\u3092\u5f37\u5316\u4e2d\u56fd\u4f01\u696d\u306fIEC 62895\uff08\u00b1535kV\u9ad8\u5727\u76f4\u6d41\u30b1\u30fc\u30d6\u30eb\uff09\u306e\u56fd\u969b\u898f\u683c\u306e\u5236\u5b9a\u306b\u53c2\u52a0\u3057\u3001\u6b27\u7c73\u898f\u683c\u306b\u53d7\u52d5\u7684\u306b\u8ffd\u968f\u3057\u3066\u304d\u305f\u3053\u308c\u307e\u3067\u306e\u72b6\u6cc1\u3092\u5909\u3048\u305f\u3002<\/p>\n<p>\u3053\u306e\u300c\u6280\u8853\u304c\u6d77\u5916\u3078\u300d\u30e2\u30c7\u30eb\u306f\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u306e\u7d05\u6d77\u65b0\u90fd\u5e02\u592a\u967d\u5149\u767a\u96fb\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3067\u691c\u8a3c\u3055\u308c\u3066\u304a\u308a\u3001\u4e2d\u56fd\u306e\u30b1\u30fc\u30d6\u30eb\u4f1a\u793e\u306f\u88fd\u54c1\u304b\u3089\u8a2d\u8a08\u4ed5\u69d8\u306b\u81f3\u308b\u307e\u3067\u3001\u30d5\u30eb\u30bb\u30c3\u30c8\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002<\/p>\n<h2 id=\"06-the-competitive-landscape-is-differentiated-and-technical-barriers-build-a-moat\"><span class=\"ez-toc-section\" id=\"6The_competitive_landscape_is_differentiated_and_technical_barriers_build_a_moat\"><\/span>6.\u7af6\u4e89\u74b0\u5883\u306f\u5dee\u5225\u5316\u3055\u308c\u3001\u6280\u8853\u7684\u969c\u58c1\u304c\u5800\u3092\u7bc9\u304f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u696d\u754c\u306f\u300c\u30d4\u30e9\u30df\u30c3\u30c9\u578b\u300d\u306e\u7af6\u4e89\u74b0\u5883\u3092\u5448\u3057\u3066\u3044\u308b\u3002\u30cf\u30a4\u30a8\u30f3\u30c9\u5e02\u5834\u306f\u3001\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3092\u30ec\u30a4\u30a2\u30a6\u30c8\u3059\u308b\u80fd\u529b\u3092\u6301\u3064\u5927\u624b\u4f01\u696d\u306b\u3088\u3063\u3066\u652f\u914d\u3055\u308c\u3066\u3044\u308b\u3002\u4f8b\u3048\u3070\u3001Hengtong Optics\u306eR&amp;D\u6295\u8cc7\u306f\u53ce\u76ca\u306e4%\u3092\u5360\u3081\u3001\u6750\u6599\u306eR&amp;D\u304b\u3089\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u307e\u3067\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001800V\u306e\u9ad8\u96fb\u5727\u5145\u96fb\u30b1\u30fc\u30d6\u30eb\u3084\u30ed\u30dc\u30c3\u30c8\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u30b1\u30fc\u30d6\u30eb\u306a\u3069\u306e\u9ad8\u7c97\u5229\u5206\u91ce\u306b\u6ce8\u529b\u3057\u3066\u304a\u308a\u3001\u7c97\u5229\u7387\u306f\u901a\u5e38\u306e\u30b1\u30fc\u30d6\u30eb\u309250%\u4ee5\u4e0a\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002<\/p>\n<p>\u7d30\u5206\u5316\u3055\u308c\u305f\u30c8\u30e9\u30c3\u30af\u306b\u96a0\u308c\u305f\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u304c\u51fa\u73fe\u3002\u7121\u932b\u65b0\u8679\u79d1\u6280\u306f\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u7279\u6b8a\u30b1\u30fc\u30d6\u30eb\u306b\u6ce8\u529b\u3057\u3066\u3044\u308b\u30022024\u5e74\u3001\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u8eca\u4e21\u7528\u30b1\u30fc\u30d6\u30eb\u306e\u58f2\u4e0a\u9ad8\u306f14.86\u5104\u5143\u3067\u3001\u524d\u5e74\u6bd432.33%\u5897\u52a0\u3057\u305f\u3002<\/p>\n<p>\u305d\u306e\u6db2\u51b7\u5f0f\u904e\u5145\u96fb\u30b1\u30fc\u30d6\u30eb\u6280\u8853\u306f\u3001\u5409\u5229\u306e\u300cExtreme 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