zatha kaye!Kukwera mtengo!Momwe mungamangire "firewall" yolumikiziramabatire amphamvu

Phokoso la "kutuluka" ndi "kuwonjezeka kwamtengo" likupitirirabe, ndipo chitetezo cha chain chakhala chovuta kwambiri kumasulidwa kwamakono.batire la mphamvumphamvu yopanga.

Kuyambira theka lachiwiri la 2020, msika watsopano wamagalimoto aku China wakhala ukukula kwambiri.Mu 2021, msika upitilizabe kukhala wotukuka kwambiri.Kuyambira Januwale mpaka Meyi, kupanga ndi kugulitsa magalimoto amagetsi atsopano kwawonjezeka ndi 228% ndi 229% pachaka, ndipo kuchuluka kwa msika wakula mpaka 8,8%.

Moyendetsedwa ndi amphamvu msika amafuna, mphamvu kupanga mutumabatire amphamvuwatambasulidwa.Zopangira kumtunda kuphatikiza mchere wa lithiamu, electrolytic cobalt,lithiamu iron phosphate, electrolyte (kuphatikizapo lithiamu hexafluorophosphate, VC zosungunulira, etc.), zojambulazo zamkuwa, ndi zina zotero zakulitsa kusiyana kwa kupezeka ndi kufunikira, ndipo mtengo ukupitiriza kukwera..

Mwa iwo,batire-grade lithiamu carbonate yafika pa 88,000 yuan/tani, ndipo ikugwira ntchito pamlingo wapamwamba.Msika wamakono ndi mtengo uli mumchitidwe wokhazikika, ndipo zoperekazo sizinali zotayirira.

Kufuna kwamakampani kwa lchitsulo phosphatewakhalabe wamphamvu kuyambira October chaka chatha.Mtengo pa tani wabwereranso kuchokera ku mbiri yotsika ya 32,000 yuan/ton, ndipo wabwereranso ku 52,000 yuan/tani, ndi kuwonjezeka kwa 62.5% kuyambira pansi.

Zambiri zamakampani zikuwonetsa kuti mu Meyi chaka chino, zowetabatire la mphamvuzotulutsa zidakwana 13.8GWh, chiwonjezeko chaka ndi chaka cha 165.8%, pomwe kutulutsa kwalithiamu iron phosphate mabatireinali 8.8GWh, kupitirira zomwe zinatuluka pamwezimabatire a lithiamu-ionya 5GWh koyamba chaka chino.Sikuti analamula kuti linanena bungwe lalithiamu iron phosphate mabatireidzaposa yamabatire a li-ionchaka chino.

Mtengo wa lithiamu hexafluorophosphate wakweranso kwambiri, kugunda zaka zinayi.Mtengo wamsika waposachedwa wafika pa 315,000 yuan/tani, kuwonjezeka kwa 200% kuyambira kuchiyambi kwa chaka 105,000-115,000 yuan/tani, ndipo mtengowo uli pafupi kwambiri ndi mtengo wapakati wa 85,000 yuan mgawo lachitatu la chaka chatha.4 kuwirikiza matani.

zatha kaye!Kukwera mtengo!Momwe mungamangire "firewall" yolumikiziramabatire amphamvuPakadali pano, kuchuluka kwa mafakitale a lithiamu hexafluorophosphate kwatsika kwambiri m'zaka zaposachedwa, ndipo makampani ena opanga zinthu apitilizabe kukwanitsa.Makampani ambiri adakwaniritsa kale madongosolo awo mu June, ndipo ntchito yamakampaniyi yadutsa 80%.

Mtengo wa zosungunulira za VC (vinylene carbonate), zomwe zidatsamwitsa kukhosi kwa mphamvu yopanga ma electrolyte, zidakwera mpaka 270,000 yuan/tani, kuchuluka kwa 68% -80% kuchokera pamtengo wamsika wapakati pa 150,000 mpaka 160,000 yuan chaka chatha.Panali ngakhale kusiyana kwa zinthu kwa kanthawi.

Chigamulo chamakampani ndikuti ngati mtengo wa zosungunulira za VC udzakwera kwambiri zimatengera kupezeka kwa msika komanso kufunikira kwake.Kusiyana komwe kulipo pano kukupitilira kukula.M'kupita kwa nthawi, makampani ang'onoang'ono ndi apakatikati a electrolyte sangathe kupeza katunduyo.Zikuyembekezeka kuti kuperekedwa kolimba kwa VC kudzapitilira mpaka theka loyamba la chaka chamawa..

Kuphatikiza apo, kukwera kwamitengo yamkuwa komanso ndalama zolipirira zidapangitsanso mtengo walithiamu batirezojambula zamkuwa.Pofika pa Epulo 25, mtengo wapakati wa zojambula zamkuwa za 6μm ndi zojambulazo zamkuwa za 8μmlithiamu batirezojambula zamkuwa zidakwera mpaka 114,000 yuan/ton ndi 101,000 yuan/tani motsatana.Poyerekeza ndi 97,000 yuan/ton ndi 83,000 yuan/ton kumayambiriro kwa January, kuwonjezeka kwa 18% ndi 22% motsatira.

Pazonse, kusalinganiza pakati pa kugawa ndi kufuna kudzapitilira pakanthawi kochepa.Kwa makampani opanga zida, momwe angatsimikizire kuti kupezeka kwamakasitomala oyambira kumagwirizana ndi chitukuko chokhazikika chazaka zingapo zikubwerazi.Zabatire la mphamvumakampani, momwe angapangire ntchito yabwino mu chitetezo chamgwirizano Pa nthawi yomweyi, imakwaniritsa zosowa za makampani a galimoto ndikutsiriza makasitomala kuti achepetse ndalama, ndikuyesa nzeru ndi kufufuza njira ndi chiweruzo cha atsogoleri awo amakampani.

Munkhaniyi, pa Julayi 8-10, 2021 14th High-techLithium BatteryMsonkhano Wamakampani udzachitikira ku Wanda Realm Ningde R&F Hotel.Mutu wa msonkhanowu ndi "Kutsegula Nyengo Yatsopano ya Mphamvu Zatsopano".

Oposa 500 akuluakulu a bungwelithiamu batiremakampani unyolo kuchokera wathunthu magalimoto, zipangizo, zipangizo, zobwezerezedwanso, etc. adzasonkhana pamodzi kukambirana nyengo yatsopano makampani mphamvu pansi ndi cholinga cha carbon ndale.

Msonkhanowu unachitikira ndi Ningde Times, GaogongLithium Battery, ndi Boma la Anthu a Municipal Ningde, ndipo linakonzedwa ndi Advanced Industry Research Institute ndi Ningde Municipal Bureau of Industry and Information Technology.Ogwirizana.

Mphamvu ya batrikukulitsa VS material chitsimikizo

Mosiyana kwambiri ndi kuchepa kwa kumtunda kwa mtsinje, kukula kwa mphamvumabatire amphamvuikufulumira.

Malinga ndi ziwerengero zosakwanira, kuyambira 2021 mpaka pano, ambiribatire la mphamvumakampani monga CATL, AVICLithium Battery,Mphamvu ya uchi, Guoxuan High-Tech, Yiwei Lithium Energy, BYD ndi zina.batire la mphamvumakampani alengeza zakukula ndi mapulani oyika ndalama opitilira 240 biliyoni.

Ndikoyenera kudziwa kuti, mosiyana ndi kukula kwa zaka zingapo zapitazi, kuzungulira ukubatire la mphamvuKukula kwamphamvu kwawonetsa mikhalidwe yodziwikiratu: choyamba, gawo lalikulu la kukulitsa limakhazikika pamutubatire la mphamvumakampani, ndipo chachiwiri ndi chakuti kukula kwa kukula ndi kwakukulu, makamaka ndi mazana a Gawoli ndi 100 miliyoni.

Kuti apititse patsogolo kukhazikika kwa kupezeka kwa zopangira,batire la mphamvumakampani nawonso mwakhama ntchito yomanga kumtunda zinthu chitetezo "firewalls".Pakati pawo, sikumangokhalira kudzimanga, kutenga nawo mbali, kugwirizanitsa, kugwirizanitsa ndi kupeza, ndi kusaina malamulo a nthawi yaitali kuti atseke popereka ndi mtengo wa zipangizo.

Tengani CATL mwachitsanzo.CATL mwachindunji kapena mosapita m'mbali nawo kuposa 20 kumtunda makampani zinthu, kuphimba madera monga lithiamu, cobalt, faifi tambala, lithiamu carbonate / lithiamu hydroxide, zinthu zabwino ndi zoipa, electrolytes ndi zina.Kupyolera mu kusungirako, kuphatikizika ndi kugulidwa, ndikumanga mozama kuti muwonjezere kulamulira kwa zipangizo zopangira magetsi a lithiamu.

Posachedwapa, CATL yatsekanso ma electrolyte a Tinci Materials ndi mtengo wa lithiamu hexafluorophosphate kudzera m'malamulo anthawi yayitali komanso kulipira pasadakhale kuwonetsetsa kuti ma electrolyte amatha kupanga komanso kukhazikika kwamitengo.Kwa Tinci Materials, kutulutsidwa kotsatira kwa mphamvu zopangira ndi gawo la msika kudzakhalanso kotsimikizika.

Pazonse, kwabatiremakampani, kumanga olimba chuma unyolo adzathandiza chitukuko chokhazikika kwa nthawi yaitali;kwa makampani opanga zinthu zapakhomo, atha kulandira maoda kuchokera kumakampani otsogola kapena kutenga nawo gawo limodzi ndi makampani otsogola.Adzakhala ndi zabwino zambiri pampikisano wotsatira wamakampani.

Makampani opanga zinthu amakulitsa kupanga "nkhondo yayikulu"

Kuti mupitilize kukula kwabatire la mphamvumakampani ndikumvetsetsa mwayi waukulu wamsika womwe umabwera chifukwa cha kusintha kwamphamvu kwapadziko lonse lapansi, makampani opanga zida akugwiritsanso ntchito molimbika kukulitsa mphamvu.

Gaogong Lithium waona kuti kuyambira chaka chatha, makampani akukonzekera kuyamba kukulitsa m'munda wa cathode zipangizo monga Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng Choyamba, Fengyuan Magawo, Guoxuan High-Tech, Defang. Nano ndi zina zotero.

Pankhani ya anode, Putailai, Shanshan, National Technology (Snow Industry), Zhongke Electric, Xiangfenghua, ndi Kaijin Energy onse akupita patsogolo pakutumiza mphamvu zopanga zinthu za anode ndi luso lopangira ma graphitization.

Nthawi yomweyo, Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang New Materials, Longpan Technology, Sunward Intelligent, ndi Huashun New Energy nawonso adalowa nawo msasa wokulitsa zinthu za anode.

Pankhani ya ma diaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, ndi Sinoma Technology nawonso alengeza zakukula.

Kupereka kumapitilirabe, ndipo lithiamu hexafluorophosphate ikuyambitsanso kuzungulira kwatsopano kwa "mafunde owonjezera".Kuphatikizapo Tinci Materials, Yongtai Technology, ndi Duo Fluoride awonjezera mphamvu yawo yopanga lithiamu hexafluorophosphate.

Pankhani ya zida zina, mtsogoleri wa zojambula zamkuwa Nordisk, mtsogoleri wamagulu a Kodari, ndi mtsogoleri wosungunulira ma electrolyte Shi Dashenghua akufulumizitsanso kupanga mapangidwe.

Choyenera kukhala tcheru ndichakuti ngati makampani opanga zida ali ndi vuto lofananira ndi nyimbo, kuthekera kobweretsa, komanso kutsimikizika kwamtundu mogwirizana ndi makasitomala otsogola, zitha kukhala ndi zotsatira zosatsimikizika pakukula kwawo kotsatira.

Chifukwa chake, kutsata kufunikira ndi kamvekedwe kamakampani amabatire amphamvu kumakhala kofunikira pakukula kwamakampani opanga zida zamtsogolo ndipo kudzakhudza kwambiri kusintha kwa msika.