iphelile kwisitokhwe!Ukunyuka kwexabiso!Indlela yokwakha ikhonkco lokubonelela nge "firewall" yeiibhetri zamandla

Isandi esithi "ngaphandle kwesitokhwe" kunye "nokwenyuka kwexabiso" siqhubeka emva komnye, kwaye ukhuseleko lwekhonkco lokubonelela lube ngumngeni omkhulu wokukhutshwa kwangoku.ibhetri yamandlaumthamo wemveliso.

Ukusukela kwisiqingatha sesibini sika-2020, imakethi entsha yemoto yaseTshayina igcine umkhwa wokukhula okuphezulu.Ngo-2021, imarike iya kuqhubeka nokugcina inqanaba eliphezulu lokuchuma.Ukususela ngoJanuwari ukuya kuMeyi, ukuveliswa kunye nokuthengiswa kwezithuthi zamandla amatsha kuye kwanda nge-228% kunye ne-229% ngonyaka, kwaye izinga lokungena kwimarike liye landa kwi-8.8%.

Ukuqhutywa yimfuno eqinile yemarike, amandla okuvelisa intlokoiibhetri zamandlayoluliwe.Iimathiriyeli eziluhlaza ezibandakanya ityuwa ye-lithium, i-cobalt ye-electrolytic,lithium iron phosphate, i-electrolyte (kubandakanywa i-lithium hexafluorophosphate, i-solvent ye-VC, njl.), i-foil yobhedu, njl. iye yandisa i-gap yokubonelela kunye nemfuno, kwaye ixabiso laqhubeka likhula..

Phakathi kwabo,ibhetriI-lithium carbonate ye-grade ifikelele kwi-88,000 yuan / ton, kwaye isebenza kumgangatho ophezulu.Imarike yangoku kunye nexabiso likwindlela ezinzileyo, kwaye unikezelo alukho lula.

Imfuno yeshishini le-lithium iron phosphateiye yahlala yomelele ukusukela ngo-Okthobha kulo nyaka uphelileyo.Ixabiso ngetoni liphinde lavela kwimbali ephantsi ye-32,000 yuan / ton, kwaye ibuyele kwi-52,000 yuan / ton, ngokunyuka kwe-62.5% ukususela ezantsi.

Idatha yemizi-mveliso ibonisa ukuba ngoMeyi kulo nyaka, yasekhayaibhetri yamandlaisiphumo siphelele se-13.8GWh, ukunyuka konyaka-ngonyaka nge-165.8%, apho imvelisoiibhetri ze-lithium iron phosphateibiyi-8.8GWh, igqitha imveliso yenyangaiibhetri ze-li-ion lithiumye-5GWh okokuqala kulo nyaka.Akukhutshelwa ngaphandle ukuba imveliso yeiibhetri ze-lithium iron phosphateiyakugqitha leyo yeiibhetri ze-li-ionkulo nyaka.

Ixabiso le-lithium hexafluorophosphate nalo linyukile, libetha iminyaka emi-4 phezulu.Ixabiso lemarike yamva nje lifikelele kwi-315,000 yuan/toni, ukwanda kwe-200% ukususela ekuqaleni konyaka 105,000-115,000 yuan/toni, kwaye ixabiso lisondele ngakumbi kumyinge wexabiso le-85,000 yeyuan kwikota yesithathu yonyaka ophelileyo.4 amaxesha etoni.

iphelile kwisitokhwe!Ukunyuka kwexabiso!Indlela yokwakha ikhonkco lokubonelela nge "firewall" yeiibhetri zamandlaOkwangoku, uluhlu lwemveliso ye-lithium hexafluorophosphate yehle ukuya kwinqanaba eliphantsi kwiminyaka yakutshanje, kwaye ezinye iinkampani zemveliso ziye zaqhubeka nokufikelela kumthamo opheleleyo.Uninzi lweenkampani sele zizalise iiodolo zazo ngoJuni, kwaye izinga lokusebenza kolu shishino ligqithile kuma-80%.

Ixabiso VC isinyibilikisi (vinylene carbonate), leyo ngqo emqaleni umthamo imveliso electrolyte, lenyuka ukuya 270,000 yuan/toni, ukwanda 68%-80% ukusuka ixabiso lemarike avareji 150,000 ukuya 160,000 yuan kunyaka ophelileyo.Kwakukho nomsantsa wokubonelela okwethutyana.

Isigwebo seshishini sesokuba ingaba ixabiso lezinyibilikisi zeVC liza kunyuka na ngakumbi kuxhomekeke kubonelelo lwemarike kunye nemfuno.Umsantsa wangoku wokubonelela uyaqhubeka nokukhula.Kwixesha elizayo, iinkampani ezininzi ezincinci kunye neziphakathi ze-electrolyte zingakwazi ukufumana iimpahla.Kulindeleke ukuba unikezelo oluqinileyo lweVC luya kuqhubeka kude kube kwisiqingatha sokuqala sonyaka ozayo..

Ukongeza, ukunyuka kwamaxabiso obhedu kunye neefizi zokulungisa kwakhona kuqhubele phambili ixabiso leibhetri ye-lithiumifoyile yobhedu.Ukusukela nge-25 ka-Epreli, ixabiso eliqhelekileyo le-6μm yefoyile yobhedu kunye ne-8μm yefoyile yobhedu.ibhetri ye-lithiumifoyile yobhedu yenyuka yaya kwi-114,000 yuan/ton kunye ne-101,000 yuan/ton ngokulandelelanayo.Xa kuthelekiswa ne-97,000 yuan/ton kunye ne-83,000 yuan/toni ekuqaleni kukaJanuwari, ukwanda kwe-18% kunye ne-22% ngokulandelanayo.

Lilonke, ukungalingani phakathi konikezelo kunye nemfuno kuya kuqhubeka kwixesha elifutshane.Kwiinkampani zezixhobo, indlela yokuqinisekisa ukunikezelwa kwabathengi abaphambili kuhambelana nophuhliso oluzinzileyo lweminyaka embalwa ezayo.Kubaibhetri yamandlaiinkampani, indlela yokwenza umsebenzi omhle ekukhuselekeni kwekhonkco lokubonelela Kwangaxeshanye, iyanelisa iimfuno zeenkampani zeemoto kunye nokuphela kwabathengi ukunciphisa iindleko, kunye nokuvavanya ubulumko kunye nophando lobuchule kunye nesigwebo seenkokheli zabo zenkampani.

Kulo mongo, nge-8-10 kaJulayi, i-2021 ye-14 ye-High-techIbhetri yeLithiumISamithi yoShishino iya kubanjelwa eWanda Realm Ningde R&F Hotel.Umxholo wale ngqungquthela uthi “Ukuvula iXesha eLitsha laMandla amatsha”.

Bangaphezu kwama-500 abaphathi abakhulu beibhetri ye-lithiumikhonkco leshishini elivela kwizithuthi ezipheleleyo, izixhobo, izixhobo, ukurisayikilisha, njl.njl. liya kuhlangana kunye ukuxoxa ngexesha elitsha loshishino lwamandla amatsha phantsi kwenjongo yokungathathi hlangothi kwekhabhoni.

Le ngqungquthela ibibanjwe nguNingde Times, eGaogongIbhetri yeLithium, kunye noRhulumente waBantu kaMasipala waseNingde, kwaye iququzelelwe ngokudibeneyo yiZiko loPhando loShishino oluPhezulu kunye neBureau kaMasipala waseNingde yoShishino kunye nobuChwepheshe boLwazi.Ulungelelwaniso.

Ibhetri yamandlaUkwandiswa kwesiqinisekiso sezinto zeVS

Ngokuchasene kakhulu nokunqongophala konikezelo lomlambo, ukwandiswa kwamandlaiibhetri zamandlaisahamba ngesantya.

Ngokwezibalo ezingaphelelanga, ukusuka kwi-2021 ukuza kuthi ga ngoku, uninziibhetri yamandlaiinkampani ezifana CATL, AVICIbhetri yeLithium,Amandla obusi, iGuoxuan High-Tech, iYiwei Lithium Energy, BYD kunye nezinyeibhetri yamandlaiinkampani zibhengeze ukwandiswa kwezicwangciso zotyalo-mali ezingaphezulu kwe-240 yeebhiliyoni zeeyuan.

Kuyaphawuleka ukuba, ngokungafaniyo nokwandiswa kwiminyaka embalwa edlulileyo, lo mjikeloibhetri yamandlaukwandiswa kwamandla kubonise iimpawu ezicacileyo: okokuqala, umzimba oyintloko wokwandisa ugxininise entlokoibhetri yamandlaiinkampani, kwaye okwesibini kukuba isikali sokwandiswa sikhulu kakhulu, ngokusisiseko kunye namakhulu Iyunithi yi-100 yezigidi.

Ukuze uzinzise ngakumbi unikezelo lwemathiriyeli ekrwada,ibhetri yamandlaiinkampani nazo zithatha inxaxheba ngokukhutheleyo ekwakhiweni kwezinto ezikhuselekileyo zokhuseleko "ii-firewalls".Phakathi kwabo, akuphelelanga ekuzakheleni, ukuthatha inxaxheba ngokulinganayo, ukubambisana, ukudibanisa kunye nokuthengwa, kunye nokusayinwa kwee-odolo zexesha elide zokutshixa ekuboneleleni kunye nexabiso lezinto ezibonakalayo.

Thatha i-CATL njengomzekelo.I-CATL ithatha inxaxheba ngokuthe ngqo okanye ngokungathanga ngqo kwiinkampani ezingaphezulu kwe-20 yezinto eziphezulu, ezigubungela iindawo ezifana ne-lithium, i-cobalt, i-nickel, i-lithium carbonate / i-lithium hydroxide, izinto ezintle kunye nezibi, i-electrolytes kunye ne-additives.Ngokubamba, ukudibanisa kunye nokuthengwa, kunye nokubophelela okunzulu ukujula ukulawulwa kwezinto eziluhlaza ezinyukayo zeebhetri ze-lithium.

Kwixesha elizayo elingekude, i-CATL iphinde ivalele ukunikezelwa kwe-electrolyte ye-Tinci Materials kunye nexabiso le-lithium hexafluorophosphate ngokusebenzisa ii-odolo zexesha elide kunye neentlawulo zangaphambili zokuqinisekisa ukunikezelwa kwamandla okuvelisa i-electrolyte kunye nokuzinza kwamaxabiso.Kwizinto zeTinci, ukukhutshwa okulandelayo komthamo wemveliso kunye nesabelo semarike nako kuya kuqinisekiswa ngokuqinileyo.

Lilonke, kubaibhetriiinkampani, ukwakha ikhonkco lokubonelela ngezinto eziphathekayo kuya kunceda uphuhliso lwabo oluzinzileyo lwexesha elide;kwiinkampani zezinto zasekhaya, zinokufumana ii-odolo kwiinkampani ezihamba phambili okanye zithathe inxaxheba kwintsebenziswano kunye neenkampani ezihamba phambili.Uya kuba neenzuzo ezininzi kukhuphiswano olulandelayo lweshishini.

Iinkampani zezinto eziphathekayo zandisa imveliso "idabi elikhulu"

Ukuze uqhubeke nokwandiswa kweibhetri yamandlaiinkampani kunye nokubamba amathuba amakhulu entengiso eziswa lutshintsho lwamandla ehlabathi, iinkampani zemathiriyeli zikwahambisa ngenkuthalo ukwandiswa kwamandla.

I-Gaogong Lithium iye yaqaphela ukuba ukususela kunyaka odlulileyo, iinkampani eziceba ukuqala ukwandiswa kwintsimi yezinto ze-cathode ziquka i-Rongbai Technology, i-Dangsheng Technology, i-Dow Technology, i-Xiamen Tungsten Amandla amatsha, i-Xiangtan Electrochemical, i-Taifeng yokuqala, i-Fengyuan Shares, i-Guoxuan High-Tech, i-Defang Nano njalo njalo.

Ngokumalunga ne-anodes, i-Putailai, i-Shanshan, iTekhnoloji yeSizwe (i-Snow Industry), i-Zhongke Electric, i-Xiangfenghua, kunye ne-Kaijin Energy zonke zinyusa ukuthunyelwa kwamandla okuvelisa i-anode kunye ne-graphitization processing capabilities.

Ngelo xesha, i-Fuan Carbon Materials, i-Hubei Baoqian, i-Jintaineng, i-Minguang New Materials, i-Longpan Technology, i-Sunward Intelligent, kunye ne-Huashun New Energy baye bajoyina inkampu yokwandisa izinto ze-anode.

Ngokumalunga ne-diaphragms, i-Putailai, i-Xingyuan Materials, i-Cangzhou Pearl, i-Enjie, kunye ne-Sinoma Technology nayo ibhengeze ukwandiswa.

Unikezelo luyaqhubeka luqina, kwaye i-lithium hexafluorophosphate ikwangenisa umjikelo omtsha “wokwandiswa kwamaza”.Kubandakanya i-Tinci Materials, i-Yongtai Technology, kunye ne-Duo Fluoride baye bandisa amandla abo okuvelisa i-lithium hexafluorophosphate.

Ngokubhekiselele kwezinye izinto, inkokeli yefoyile yobhedu iNordisk, inkokeli yecandelo lolwakhiwo uKodari, kunye nenkokeli ye-solvent ye-electrolyte uShi Dashenghua nabo bakhawulezisa ukubekwa kwamandla emveliso.

Yintoni ekufuneka ilumke kukuba ukuba iinkampani zezixhobo zineengxaki zokuthelekisa isingqisho, amandla okuhambisa, kunye nokuqinisekiswa komgangatho ngokusebenzisana nabathengi abakhokelayo, kuya kuba nefuthe elingaqinisekanga kuphuhliso lwabo olulandelayo.

Ke ngoko, ukuhambelana nemfuno kunye nesingqisho seenkampani zentloko yebhetri iya kubaluleka kuphuhliso lwexesha elizayo lweenkampani zemathiriyeli kwaye iya kuba nempembelelo enkulu kutshintsho kulwakhiwo lwentengiso.