Kusanthula kwa msika wamagetsi amagetsi a lithiamu batire

Thelithiamu batireamagwiritsidwa ntchito pazida zamagetsi ndi acylindrical lithiamubatire.Mabatire a zida zamagetsi amagwiritsidwa ntchito kwambirimabatire apamwamba.Malinga ndi momwe ntchito ikugwiritsidwira ntchito, mphamvu ya batri imaphimba 1Ah-4Ah, yomwe 1Ah-3Ah imakhala makamaka.18650, ndi 4Ah makamaka21700.Zofunikira zamagetsi zimachokera ku 10A mpaka 30A, ndipo kutulutsa kosalekeza ndi nthawi 600.

Malinga ndi Leading Industry Research Institute, msika womwe ukuyembekezeka mu 2020 ndi yuan biliyoni 15, ndipo msika wakutsogolo ndi pafupifupi 22 biliyoni.Mtengo wokhazikika wa imodzibatirekwa zida zamagetsi ndi za 11-16 yuan.Potengera mtengo wapakati wa yuan 13 pa batire, akuti kuchuluka kwa malonda mu 2020 kudzakhala pafupifupi 1.16 biliyoni, ndipo malo amsika mu 2020 adzakhala pafupifupi 15 biliyoni, ndipo kukula kwapawiri kukuyembekezeka kukhala 10% .Malo amsika mu 2024 ndi pafupifupi ma yuan 22 biliyoni.

Kulowa kwa zida zamagetsi zopanda zingwe pano kukuposa 50%.Batire ya lithiamumtengo wake ndi 20-30%.Kutengera kuwerengera movutikiraku, pofika 2024, dziko lonse lapansilithiamu batiremsika udzafika osachepera 29.53 biliyoni-44.3 biliyoni yuan.

Kuphatikiza njira ziwiri zomwe zili pamwambazi, kukula kwa msika wamabatire a lithiamu a zida zamagetsipafupifupi 20 mpaka 30 biliyoni.Zitha kuwoneka kuti poyerekeza ndi mabatire a lithiamu mphamvu zamagalimoto amagetsi, malo amsikamabatire a lithiamukwa zida zamagetsi ndizochepa.

Mu 2019, zotsatira zapadziko lonse lapansilithiamu batire mphamvu zidakuposa mayunitsi 240 miliyoni.Woyambamabatire zida zamagetsiamatumizidwa pafupifupi mayunitsi 1.1 biliyoni chaka chilichonse.

Mphamvu ya abatire imodzi yokhaamachokera ku 5-9wh, ambiri mwa iwo ndi 7.2wh.Tinganene kuti panopa anaika mphamvu yamabatire zida zamagetsipafupifupi 8-9Gwh.The Leading Industry Research Institute ikuyembekeza kuti mphamvu yomwe idakhazikitsidwa mu 2020 ikhala pafupi ndi 10Gwh.

Kumtunda ndi zabwino elekitirodi zipangizo, zoipa elekitirodi zipangizo, electrolytes, olekanitsa, etc. Suppliers monga Tianli Lithium Energy, Beterui, etc.

Kuyambira koyambirira kwa Januware 2021, chifukwa chakukwera kwamitengo yamafuta, ambiribatire ya cylindricalmafakitale monga Tianpeng ndi Penghui ayamba kukweza mitengo.Izo zikhoza kuwonedwalithiamu batiremakampani ali ndi kuthekera kosinthira mtengo.
Kutsika ndi makampani opanga zida zamagetsi, monga: Innovation Technology Industry, Hitachi, Japan's Panasonic, METABO, Hilti, Ruiqi, Yexing Technology, Nanjing Deshuo, Bosch, Makita, Schneider, Stanley Black & Decker, ndi zina zotero. wokhazikika.Echelon yoyamba ndi TTI Innovation and Technology Industry, Stanley Black & Decker, ndi Bosch.Mu 2018, gawo la msika la makampani atatuwa ndi pafupifupi 18-19%, ndipo CR3 ndi pafupifupi 55%.Zida zamagetsi zimatha kugawidwa m'magawo aukadaulo komanso kalasi ya ogula.Pakufunika kwa zida zamagetsi, nyumba zamalonda zimawerengera 15.94%, nyumba zamafakitale ndi 13.98%, zokongoletsera ndi uinjiniya zimawerengera 9.02%, ndipo nyumba zogona zimakhala 15.94%.8.13%, zomangamanga zamakina zimawerengera 3.01%, mitundu isanu yofunikira idakwana 50.08%, ndipo kufunikira kokhudzana ndi zomangamanga kunsi kwa theka.Zitha kuwoneka kuti ntchito yomanga ndiye gawo lofunikira kwambiri logwiritsa ntchito ma terminal komanso gwero lazofunikira pamsika wa zida zamagetsi.

Kuphatikiza apo, North America ndiye dera lalikulu kwambiri lomwe likufunika zida zamagetsi, zomwe zikuwerengera 34% ya msika wogulitsa zida zamagetsi padziko lonse lapansi, msika waku Europe wa 30%, ndi Europe ndi United States onse 64%.Ndiwo misika iwiri yofunika kwambiri yamagetsi padziko lapansi.Misika yaku Europe ndi ku America ili ndi gawo lalikulu kwambiri pamsika wa zida zamagetsi padziko lonse lapansi chifukwa cha malo awo okhala ndi anthu ambiri komanso ndalama zomwe zimatayidwa padziko lonse lapansi.Malo okulirapo okhalamo munthu aliyense apereka malo ochulukirapo ogwiritsira ntchito zida zamagetsi, komanso zalimbikitsa kufunikira kwa zida zamagetsi m'misika yaku Europe ndi America.Kukwera kwa ndalama zomwe munthu aliyense amapeza kumatanthauza kuti ogula aku Europe ndi America ali ndi mphamvu zogulira, ndipo amatha kuzigula.Ndi kufunitsitsa ndi mphamvu zogulira, misika yaku Europe ndi America yakhala msika waukulu kwambiri padziko lonse lapansi wa zida zamagetsi.

Phindu lalikulu la zida zamagetsi zamakampani a lithiamu batire ndi loposa 20%, ndipo phindu la phindu ndi pafupifupi 10%.Amakhala ndi mikhalidwe yofananira ndi kupanga katundu wolemera komanso katundu wokhazikika.Poyerekeza ndi intaneti, mowa, kumwa ndi mafakitale ena, kupanga ndalama kumakhala kovuta kwambiri.

Malo opikisana

Othandizira akuluakulu amabatire zida zamagetsindi makampani aku Japan ndi Korea.Mu 2018, Samsung SDI, LG Chem, ndi Murata pamodzi adatenga pafupifupi 75% yamsika.Pakati pawo, Samsung SDI ndiye mtsogoleri wathunthu, wowerengera 45% ya msika wapadziko lonse lapansi.

Pakati pawo, ndalama za Samsung SDI m'mabatire ang'onoang'ono a lithiamu ndi pafupifupi 6 biliyoni.

Malingana ndi deta yochokera ku Advanced Industry Research Institute ofLithium Battery(GGII), chida champhamvu chapakhomolithiamu batirezotumizidwa mu 2019 zinali 5.4GWh, chiwonjezeko cha 54.8% pachaka.Pakati pawo, Tianpeng Power (wothandizira wa Blue Lithium Core (SZ: 002245)), Yiwei Lithium Energy, ndi Haisida adakhala m'magulu atatu apamwamba.

Makampani ena apakhomo ndi awa: Penghui Energy, Changhong Energy, Del Neng, Hooneng Co., Ltd., Ousai Energy, Tianhong Lithium Battery,

Shandong Weida (002026), Hanchuan Intelligent, Kane, Far East, Guoxuan Hi-Tech, Lishen Battery, etc.

Zinthu zazikulu za mpikisano

Pamene ndende ya mafakitale zida zamphamvu ikupitirira kuwonjezeka, ndizofunika kwambirichida champhamvu lithiamu batiremakampani kuti alowe mu chain chain ya makasitomala akuluakulu ochepa.Zofunikira za makasitomala akuluakulumabatire a lithiamundi: kudalirika kwakukulu, mtengo wotsika, ndi mphamvu zokwanira zopangira.

Mwaukadaulo, Blue Lithium Kore, Yiwei Lithium Energy, Haistar, Penghui Energy, ndi Changhong Energy amatha kukwaniritsa zofunikira zamakasitomala akuluakulu, kotero chinsinsi chake ndi chachikulu.Mabizinesi akuluakulu okha ndi omwe angatsimikizire kuti makasitomala akuluakulu amatha kupanga, kupitiliza kubweza ndalama, kupeza phindu lalikulu, ndikuyika ndalama pakufufuza ndi chitukuko kuti akwaniritse zosowa zatsopano za makasitomala akuluakulu mosalekeza.

Lifiyamu yopanga mphamvu ya Yiwei ndi zidutswa 900,000 patsiku, Azure Lithium Core ndi 800,000, ndipo Changhong Energy ndi 400,000.Mizere yopangira imatumizidwa kuchokera ku Japan ndi South Korea, makamaka South Korea.

Mlingo wodzipangira okha wa mzere wopanga uyenera kukhala wapamwamba, kotero kuti kusasinthika kwamtundu wazinthu kumakhala kwapamwamba, kuti mulowetse makasitomala akuluakulu.

Chiyanjano chopereka chikatsimikiziridwa, zosintha sizingapangidwe mosavuta pakanthawi kochepa, ndilithiamu batiremakampani omwe akulowa m'magawo ake ogulitsa azisunga gawo la msika lokhazikika kwa nthawi inayake.Tengani TTI mwachitsanzo, kusankha kwa ogulitsa kuyenera kudutsa ma audition 230, omwe adatenga pafupifupi zaka ziwiri.Onse ogulitsa atsopano ayenera kuyang'aniridwa ndi miyezo ya chilengedwe ndi chikhalidwe cha anthu ndikuwonetsetsa kuti palibe kuphwanya kwakukulu komwe kumapezeka.

Choncho, zowetachida champhamvu lithiamu batiremakampani akukulitsa mofunitsitsa mphamvu zawo zopangira ndi kuchuluka kwake, akulowa m'makasitomala akuluakulu monga Black & Decker ndi TTI.

Madalaivala ogwira ntchito

Kusintha kwa zida zamagetsi kumakhala pafupipafupi, ndipo pakufunika kusintha m'malo mwake.

Kuwonjezeka kwa moyo wa batri wa zida zina zamagetsi kwawonjezera kuchuluka kwamabatire, pang'onopang'ono kukula kuchokera ku zingwe zitatu kufika pa zingwe 6-10.

Kulowa kwa zida zamagetsi zopanda zingwe kukupitilirabe.

Poyerekeza ndi zida zamagetsi zopanda zingwe, zida zamagetsi zopanda zingwe zili ndi zabwino zoonekeratu: 1) Zosinthika komanso zonyamula.Popeza zida zamagetsi zopanda zingwe zilibe zingwe ndipo palibe chifukwa chodalira mphamvu zothandizira, zida zopanda zingwe zimapereka kusinthasintha kwakukulu komanso kusuntha;2) Chitetezo, pogwira ntchito zingapo kapena m'malo ang'onoang'ono, zida zopanda zingwe zimalola ogwiritsa ntchito kuyenda momasuka popanda mawaya opunthwa kapena otsekeredwa.Makamaka makampani kapena makontrakitala omwe amafunika kuyenda mozungulira malo omanga pafupipafupi, nkhani zachitetezo ndizofunikira kwambiri;3) Zosavuta kusungira, zida zamagetsi zopanda zingwe nthawi zambiri zimakhala zosavuta kusunga kuposa zida zamawaya, zobowoleza opanda zingwe, macheka, ndi ma impactors zitha kuyikidwa M'madirolo ndi mashelufu, nthawi zambiri pamakhala zida zosungiramo zosungiramo zida zosungira ndi mabatire omwe amaphatikizidwa;4) Phokoso ndi laling'ono, kuipitsa kumakhala kochepa, ndipo nthawi yogwira ntchito ndi yaitali.

Mu 2018, kuchuluka kwa zida zamagetsi zopanda zingwe kunali 38%, ndipo sikelo inali US $ 17.1 biliyoni;mu 2019, inali 40%, ndipo sikelo inali US $ 18.4 biliyoni.Ndi kupita patsogolo kwa ukadaulo wa batri ndi magalimoto komanso kutsika kwamitengo, kulowetsedwa kwa mtsogolo mopanda zingwe kudzakhalabe ndi chiwonjezeko chokwera, chomwe chidzalimbikitsa kufunikira kwa ogula m'malo, ndipo mtengo wapakati wa zida zamagetsi zopanda zingwe zithandizira kukulitsa msika.

Poyerekeza ndi zida zonse zamagetsi, kulowetsa opanda zingwe kwa zida zamagetsi zazikulu kumakhalabe kochepa.Mu 2019, kuchuluka kwa zida zamagetsi zazikuluzikulu zopanda zingwe kunali 13% yokha, ndipo kukula kwa msika kunali $ 4.366 biliyoni yokha.Zida zamagetsi zazikuluzikulu nthawi zambiri zimakhala zazikulu komanso zimakhala ndi mphamvu zokulirapo, ndipo nthawi zambiri zimakhala ndi cholinga chake, monga zotsukira mpweya wothamanga kwambiri, ma inverters a frame, ma deicers a m'nyanja, ndi zina zambiri. zida zamagetsi zazikuluzikulu: 1) Zofunikira zapamwamba pakutulutsa mphamvu ya batri ndi kachulukidwe kamphamvu, machitidwe olimba a batri ndi zitsimikizo zolimba zachitetezo, zomwe zimapangitsa kuti pakhale zovuta zaukadaulo ndi zovuta zaukadaulo pazida zopanda zingwe zazikulu zamagetsi Mtengo wake ndi wokwera;2) Pakadali pano, opanga akuluakulu sanawone zida zamagetsi zazikulu zopanda zingwe ngati cholinga cha kafukufuku ndi chitukuko.Komabe, ndi chitukuko champhamvu cha magalimoto atsopano amphamvu m'zaka zaposachedwa, teknoloji ya mabatire akuluakulu amphamvu yapita patsogolo kwambiri, ndipo pali malo ambiri oti alowemo opanda zingwe a zida zamagetsi zazikulu m'tsogolomu.

Kulowa m'malo mwapakhomo: Opanga zapakhomo ali ndi zabwino zambiri zodula.Pansi pa kusagwirizana kwakukulu kwaukadaulo, kulowetsa m'nyumba kwakhala chizolowezi.

M'zaka zaposachedwa, a Yiwei Lithium Energy ndi Tianpeng alowa m'gulu laogulitsa zamtundu woyamba monga TTI ndi Ba & Decker.Zifukwa zazikulu ndi 1) Pamlingo waukadaulo, opanga mitu yapakhomo sakhala kutali ndi makampani otsogola aku Japan ndi South Korea, ndipo zida zamagetsi zimakhala ndi zochitika zapadera zogwiritsira ntchito., Kutsogolera kufunikira kothamanga mofulumira ndi kumasulidwa mofulumira, koteromabatire apamwambazofunika.M'mbuyomu, makampani aku Japan ndi aku Korea ali ndi zabwino zina pakudzikundikiramabatire apamwamba.Komabe, monga makampani apakhomo adutsa mumsewu wapano wa 20A m'zaka zaposachedwa, luso laukadaulo lakwaniritsidwa.Pofuna kukwaniritsa zofunikira za zida zamagetsi, zida zamagetsi zalowa mu mpikisano wamtengo wapatali.

2) Mtengo wapakhomo ndi wotsika kwambiri kuposa wa opanga kunja.Mtengo wamtengo wapatali udzathandiza opanga zoweta kuti apitirize kulanda gawo la Japan ndi South Korea.Kuchokera pamtengo wamtengo wapatali, mtengo wamtengo wapatali wa zinthu za Tianpeng ndi 8-13 yuan / chidutswa, pamene mtengo wamtengo wapatali wa Samsung SDI ndi 11. -18 yuan / chidutswa, chofanana ndi kuyerekezera kwa zinthu zamtundu womwewo, mtengo wa Tianpeng. ndi 20% kutsika kuposa Samsung SDI.

Kuphatikiza pa TTI, Black & Decker, Bosch, ndi zina zotero zikufulumizitsa kukhazikitsidwa kwa kutsimikizira ndi kuyambitsamabatire a cylindricalku China.Kutengera ikupita patsogolo kwa mafakitale zoweta cell m'munda wama cylindrical cell okwera kwambiri, ndipo ndi ubwino wokwanira wa magwiridwe antchito, kukula kwake, ndi mtengo wake, chisankho cha chimphona chamagetsi chamagetsi chatembenukira ku China.

Mu 2020, chifukwa cha kukhudzidwa kwa mtundu watsopano wa chibayo cha coronavirus, ku Japan ndi South Korea kupanga mabatire sikukwanira, zomwe zimapangitsa kuti pakhale kusowa kwa batire.cylindrical li-ion lithiamu-ion batrimsika, ndi kubwerera zoweta kupanga yachibadwa kale, mphamvu kupanga akhoza kupanga kwa kusiyana zogwirizana, ndi imathandizira ndondomeko m'malo zoweta.

Kuphatikiza apo, kuchulukira kwamakampani opanga zida zamagetsi kumagwirizana kwambiri ndi zidziwitso zanyumba zaku North America.Kuyambira koyambirira kwa chaka cha 2019, msika waku North America wogulitsa nyumba ukupitilirabe kutentha, ndipo akuyembekezeka kuti kufunikira kwa zida zamagetsi ku North America kudzapitilira mu 2021-2022.Kuphatikiza apo, pambuyo pakusintha kwanyengo mu Disembala 2020, chiŵerengero cha malonda a ogulitsa aku North America ndi 1.28 okha, omwe ndi otsika kuposa mbiri yakale yachitetezo cha 1.3-1.5, yomwe idzatsegule kufunikira kwa kubwezeretsanso.

Msika waku US Real Estate uli mumpikisano wa boom, womwe udzayendetsa kufunikira kwa zida zamagetsi pamsika waku North America.Chiwongola dzanja cha chiwongola dzanja chanyumba ku US chatsika kwambiri, ndipo kukula kwa msika wanyumba zaku US kupitilirabe.Tengani chiwongola dzanja chokhazikika chazaka 30 monga chitsanzo.Mu 2020, chifukwa cha kukhudzidwa kwa mliri watsopano wa korona, Federal Reserve yakhazikitsa mobwerezabwereza ndondomeko yandalama yotayirira.Mtengo wotsika kwambiri wa chiwongola dzanja chokhazikika chazaka 30 chatsika ndi 2.65%, mbiri yotsika.Akuti chiŵerengero cha nyumba zogonamo zomangidwa kumene ku United States m’kupita kwa nthaŵi chikhoza kupitirira 2.5 miliyoni, zomwe ndi zochuluka kwambiri.

Mapeto ofunikira ndi kuzungulira kwazinthu zokhudzana ndi malo ogulitsa nyumba kumayenda m'mwamba, zomwe zidzayendetsa kwambiri kufunikira kwa zida zamagetsi, ndipo makampani opanga zida zamagetsi adzapindula kwambiri ndi kuzunguliraku.Kukula kwamakampani opanga zida zamagetsi kudzalimbikitsanso kwambiri makampani a batri a lithiamu.

Mwachidule, achida champhamvu lithiamu batireakuyembekezeka kukhala mu nthawi yotukuka m'zaka zitatu zikubwerazi, ndipo apamwamba zoweta adzapindula m'malo zoweta: Yiwei Lithium Energy, Azure Lithium Kore, Haistar, Changhong Energy, etc. Yiwei Lithium Energy ndi mabizinesi ena lifiyamu batire mongamabatire amphamvuamakhalanso ndi chiyembekezo chabwino.Kampaniyo ili ndi luso laukadaulo komanso upangiri, luso lamphamvu loyang'ana kutsogolo, komanso mwayi wopikisana nawo.Ngakhale gawo la batri la lithiamu likukula kwambiri, palinso ma LED ndi zitsulo.Logistics bizinesi, bizinesi ndi yovuta;Haistar sanalembedwebe;Changhong Energy ndi yaying'ono pagawo losankhidwa la New Third Board, koma idakula mwachangu;kuwonjezera pa bizinesi ya batri ya lithiamu, oposa theka ndi mabatire owuma amchere, ndipo kukula kulinso kwabwino., Kuthekera kwa kusamutsidwa kwa IPO mtsogolomu ndikokwera kwambiri.