I-Evonik Industries' Future Strategic Plan Yebhizinisi Le-Silica (2024-2028)
Ngokusekelwe kumephu yomgwaqo yenkampani yakamuva ye-Evonik nobuchwepheshe, ukuhlukaniswa kwe-silica kuzogxila ezinsikeni zamasu amane eminyakeni emihlanu ezayo, okusekelwe okuhlosiwe okubaliwe kanye nokucaciswa kobuchwepheshe:
- Ukumiswa Kabusha Kwekhono Lomhlaba
Amaphrojekthi Aqhubekayo
- I-Louisiana Plant Expansion, e-USA (Isebenza nge-Q3 2025):
- Umugqa omusha wokukhiqiza we-25,000-ton hydrophilic fumed silica (AEROSIL®).
- Uhlelo oludidiyelwe lokubuyisela i-ammonia (ukusebenza kahle kukhuphukele kuma-92%)
- I-Gujarat Complex, India (Isamba sokutshalwa kwezimali: €370 million):
- Iplathifomu ye-silica eshisayo eyiHybrid esebenza ngezigaba
- Isigaba 1 (2026): 40,000-ton HDS (Highly Dispersible Silica) umthamo wamathayi eprimiyamu
Ukuthuthukisa Uchungechunge Lokuhlinzeka
- Inethiwekhi "ye-Hub-Spoke" yesifunda:
- Ihabhu lezinto ze-APAC eSingapore; Isikhungo saseNingizimu Melika eBrazil
- Ithagethi: Yehlisa isikhathi sokuhola sokulethwa kwe-APAC sibe ngamahora angu-48 ngo-2026 (uma kuqhathaniswa namahora angu-72 amanje)
- Ukwandiswa Kwephothifoliyo Yomkhiqizo Wenani Eliphezulu
Ipayipi Lokuthuthukiswa Kwe-Electronics-Grade
Ikhodi Yomkhiqizo | Izici Zobuchwepheshe | Isiteji Sokuthuthukiswa | Imakethe ehlosiwe |
I-AEROXIDE E900 | Ukungcola kwensimbi ≤0.1 ppm; I-CV yosayizi wezinhlayiyana ≤10% | Ukuhlolwa kwe-pilot (Q4 2024) | 3nm chip encapsulation |
I-SILFOAM HPC18 | Ukwakheka kwezimbotshana ezinamazinga amaningi (micro/mesoporous) | Ukwakhiwa komugqa wedemo (Q2 2025) | I-Next-gen silicon anode binders |
Ukunakekelwa Kwezempilo Okusunguliwe
- Izinkampani zenethiwekhi ezilawulwayo:
- BET indawo engaphezulu: 350–400 m²/g
- Ukukhishwa kwezidakamizwa eziphendula i-pH (ukuchezuka <5%)
- Isivumelwano sokuhlinzeka ngohlaka no-Novartis (2026生效)
- Ukusebenzisa I-Carbon-Neutral Manufacturing
Inqubo Entsha
- I-GreenHydro Return Initiative:
- I-Bio-Based Silicon Sourcing:
Ukuphathwa Kwekhabhoni Yedijithali
- I-ProcessAI™ yokwenza amandla ngesikhathi sangempela:
- Ukuthuthukiswa kokusebenza kahle komlilo okungu-8% kuma-reactors we-pyrolysis
- Ukusetshenziswa kwe-steam kwehliswe kwaba ngamathani angu-2.9/ton umkhiqizo (isilinganiso semboni: 3.5 amathani)
- Ukulandelela i-carbon footprint enikwe amandla i-Blockchain ngethani ngalinye elithunyelwe (ukukhishwa kuka-2025)
- Ukuthuthukiswa Kwe-Ecosystem Eqhutshwa Ngesicelo
I-Tire Industry Strategic Partnerships
- Ukuthuthukiswa ngokubambisana kwe-"All-Climate 2050 Tyre" ne-Bridgestone:
- Inhlanganisela ye-silica yesigaba-yenguquko (ilungelo lobunikazi lilindile)
- Ukuthuthukiswa kokudonsa okumanzi okungu-35% (kuqinisekisiwe nge-ASTM F2508)
- Izixazululo Zedijithali:
Ukungena Okusha Kwemakethe Yamandla
- Izithasiselo ze-Solid-State Electrolyte:
- Amafilimu e-PV Encapsulation:
Ukwabiwa Kwezinsiza Zezezimali (2024–2028)
Indawo Yokutshalwa Kwezimali | Isabelomali | Gxila |
I-R&D | € 1.2 billion | Ukuhlanzwa kwe-elekthronikhi; i-bio-manufacturing |
I-Smart Manufacturing | €800 million | I-automation egcwele endaweni yaseNdiya |
Strategic M&A Fund | €500 million | Ukutholwa okungenzeka kwezinto ze-SNP (iNingizimu Korea, izinhlanganisela ze-carbon-silica) |
-Akubandakanyi indawo eluhlaza ye-CAPEX*
I-Risk Mitigation Framework
- Ukuphepha Kwezinto Ezibalulekile:
Isivumelwano sokuhlinzeka nge-silicon ye-metallurgical yeminyaka eyi-10 ne-Elkem (min. 60,000 amathani/unyaka)
- I-Geopolitical Resilience:
Izinyanga ezi-3 zesitokwe se-electronic-grade SiCl₄ e-Malaysia
- I-Technology Barrier Defense:
Amalungelo obunikazi angama-57 afakwe ezintweni ezixubile ze-CNT/silica
Lo mephu womgwaqo ubeka ibhizinisi lika-Evonik le-silica njengomnikezeli wesixazululo wesistimu oshintshayo ukusuka ekuhlinzekeni kokugcwalisa okungokwesiko kuya ku-ecosystems emisha emisha, ene-moats yezobuchwepheshe ekugcineni amandla nezinto ezithuthukisiwe. Ukuze uthole izibuyekezo zesikhathi sangempela, bheka kuphothali ye-Evonik's Investor Relations.
Qaphela: Zonke izinhlaka zobuchwepheshe nezikhathi zisekelwe ezinhlelweni ezidaluliwe kusukela ngo-December 2023 futhi zingaphansi kwezinguquko zokusebenza.