kuphelile!Ukunyuka kwentengo!Ulakha kanjani i-supply chain "firewall" yeamabhethri amandla

Umsindo "wokuphuma esitokisini" kanye "nokwenyuka kwentengo" uyaqhubeka ngokulandelana, futhi ukuphepha kwe-supply chain kube inselele enkulu ekukhululweni kwamanje.amandla ibhethriumthamo wokukhiqiza.

Kusukela engxenyeni yesibili ka-2020, imakethe yezimoto zamandla entsha yaseChina igcine inkambiso yokukhula okuphezulu.Ngo-2021, imakethe izoqhubeka nokugcina izinga eliphezulu lokuchuma.Kusukela ngoJanuwari kuya kuMeyi, ukukhiqizwa nokudayiswa kwezimoto ezintsha ezisebenza ngamandla kunyuke ngo-228% no-229% unyaka nonyaka, kanti izinga lokungena ezimakethe likhuphuke lafinyelela ku-8.8%.

Iqhutshwa isidingo esinamandla semakethe, umthamo wokukhiqiza wekhandaamabhethri amandlaweluliwe.Izinto zokusetshenziswa ezikhuphukayo ezihlanganisa usawoti we-lithium, i-electrolytic cobalt,i-lithium iron phosphate, i-electrolyte (okuhlanganisa i-lithium hexafluorophosphate, i-solvent ye-VC, njll.), i-copper foil, njll. iye yandisa igebe lokuhlinzeka nokufunwa, futhi intengo iqhubekile nokukhuphuka..

Phakathi kwazo,ibhethri-grade i-lithium carbonate isifinyelele ku-88,000 yuan/ton, futhi isebenza ngezinga eliphezulu.Imakethe yamanje kanye nentengo kusesimweni esizinzile, futhi ukunikezwa akukakaxegi.

Isidingo semboni ye-li-iron phosphateihlale iqinile kusukela ngo-Okthoba nyakenye.Intengo ngethani iphinde yakhuphuka isuka kokuphansi komlando okungu-32,000 yuan/ton, futhi iphinde yakhuphuka yaya ku-52,000 yuan/ton, ngokunyuka ngo-62.5% kusukela phansi.

Imininingwane yemboni ikhombisa ukuthi ngoMeyi kulo nyaka, ezasekhayaamandla ibhethriumphumela waba ngu-13.8GWh, okuwukukhula konyaka nonyaka ngo-165.8%, okuwumphumelaamabhethri e-lithium iron phosphateibingu-8.8GWh, idlula umkhiqizo wanyanga zonke weamabhethri e-li-ion lithiumye-5GWh okokuqala kulo nyaka.Akunqunyelwe ukuthi ukukhishwa kweamabhethri e-lithium iron phosphateizodlula leyo yeamabhethri e-li-ionkulo nyaka.

Intengo ye-lithium hexafluorophosphate nayo inyukile, yafinyelela phezulu eminyakeni emi-4.Intengo yakamuva yemakethe isifinyelele ku-315,000 yuan/ton, okukhuphuke ngo-200% kusukela ekuqaleni konyaka 105,000-115,000 yuan/ton, futhi intengo isondele nakakhulu kunani eliyisilinganiso lamayuan angu-85,000 engxenyeni yesithathu yonyaka odlule.4 izikhathi ton.

kuphelile!Ukunyuka kwentengo!Ulakha kanjani i-supply chain "firewall" yeamabhethri amandlaNjengamanje, imboni ye-lithium hexafluorophosphate yehle yafika ezingeni eliphansi kakhulu eminyakeni yamuva, futhi ezinye izinkampani zokukhiqiza ziqhubekile nokufinyelela umthamo ogcwele.Izinkampani eziningi sezivele ziwagcwalisile ama-oda azo ngoJuni, kanti izinga lokusebenza kwemboni leqe ama-80%.

Intengo ye-VC solvent (vinylene carbonate), eyaminyanisa ngokuqondile umphimbo womthamo wokukhiqiza i-electrolyte, ikhuphuke yafinyelela ku-270,000 yuan/ton, okukhuphuke ngo-68% -80% ukusuka enanini lemakethe elimaphakathi lika-150,000 kuya ku-160,000 wamayuan ngonyaka odlule.Kwaba khona ngisho negebe lokuhlinzeka isikhashana.

Isinqumo semboni siwukuthi noma intengo yezinyibilikisi ze-VC izokhuphuka ngokuqhubekayo kuncike ekuhlinzekeni kwemakethe kanye nesidingo.Igebe lamanje lokuhlinzeka liyaqhubeka nokukhula.Esikhathini esilandelayo, izinkampani eziningi ze-electrolyte ezincane neziphakathi zingase zingakwazi ukuthola izimpahla.Kulindeleke ukuthi ukunikezwa okuqinile kwe-VC kuzoqhubeka kuze kube yingxenye yokuqala yonyaka ozayo..

Ngaphezu kwalokho, ukukhuphuka kwamanani ethusi kanye nezindleko zokucubungula nakho kwenze intengo yeibhethri ye-lithiumucwecwe lwethusi.Kusukela ngomhlaka-25 Ephreli, isilinganiso senani lentengo ye-foil yethusi engu-6μm kanye ne-foil yethusi engu-8μmibhethri ye-lithiumucwecwe lwethusi lukhuphuke lwafinyelela ku-114,000 yuan/ton kanye no-101,000 yuan/ton ngokulandelanayo.Uma kuqhathaniswa nama-yuan/ton angu-97,000 kanye no-83,000 yuan/ton ekuqaleni kukaJanuwari, okuwukunyuka ngo-18% no-22% ngokulandelanayo.

Sekukonke, ukungalingani phakathi kokuhlinzeka nokufunwa kuzoqhubeka esikhathini esifushane.Ezinkampanini zezinto zokwakha, indlela yokuqinisekisa ukuhlinzekwa kwamakhasimende abalulekile kuhlobene nentuthuko eqhubekayo yeminyaka embalwa ezayo.Ngobaamandla ibhethriizinkampani, indlela yokwenza umsebenzi omuhle ekuvikelekeni kwe-supply chain Ngasikhathi sinye, yenelisa izidingo zezinkampani zezimoto futhi iqede amakhasimende ukunciphisa izindleko, futhi ihlola ukuhlakanipha nokucwaninga kwamasu nokwahlulela kwabaholi babo bezinkampani.

Kulo mongo, ngoJulayi 8-10, i-2021 14th High-techIbhethri ye-LithiumI-Industry Summit izoba se-Wanda Realm Ningde R&F Hotel.Indikimba yengqungquthela ithi “Ukuvula Inkathi Entsha Yamandla Amasha”.

Bangaphezu kuka-500 abaphathi abakhulu be-ibhethri ye-lithiumuchungechunge lwezimboni olusuka ezimotweni eziphelele, izinto zokwakha, okokusebenza, ukugaywa kabusha, njll. luzohlangana ndawonye ukuze ludingide inkathi entsha yemboni yamandla amasha ngaphansi komgomo wokungathathi hlangothi kwekhabhoni.

Le ngqungquthela isingethwe ngabakwaNingde Times, eGaogongIbhethri ye-Lithium, kanye noHulumeni Wabantu Kamasipala wase-Ningde, futhi ihlelwe ngokuhlanganyela yi-Advanced Industry Research Institute kanye ne-Ningde Municipal Bureau of Industry and Information Technology.Kuhlelwe ngokuhlanganyela.

Amandla ebhethriukunwetshwa VS impahla isiqinisekiso

Ngokuphambene kakhulu nokushoda kokuhlinzekwa komfula, ukunwetshwa kwamandlaamabhethri amandlaisakhula ngesivinini.

Ngokwezibalo ezingaphelele, kusukela ngo-2021 kuze kube manje, abaningiamandla ibhethriizinkampani ezifana ne-CATL, i-AVICIbhethri ye-Lithium,Amandla e-Honeycomb, i-Guoxuan High-Tech, i-Yiwei Lithium Energy, i-BYD nezinyeamandla ibhethriizinkampani zimemezele ukwanda ngezinhlelo zokutshala imali ezingaphezu kwama-yuan ayizigidi eziyizinkulungwane ezingama-240.

Kuyaphawuleka ukuthi, ngokungafani nokwanda eminyakeni embalwa edlule, lo mzuliswano weamandla ibhethriukunwetshwa komthamo kubonise izici ezisobala: okokuqala, umzimba oyinhloko wokwandisa ugxile ekhandaamandla ibhethriizinkampani, futhi okwesibili ukuthi isikali sokunwetshwa sikhulu kakhulu, ngokuyisisekelo ngamakhulu Iyunithi iyizigidi eziyi-100.

Ukuze kuqhutshekwe kuzinziswe ukuhlinzekwa kwezinto ezingavuthiwe,amandla ibhethriizinkampani nazo zibambe iqhaza ngenkuthalo ekwakhiweni “kwezicishamlilo” zezinto zokuphepha.Phakathi kwazo, akukhawulelwe ekuzakheleni, ukubamba iqhaza ngokulingana, emabhizinisini ahlanganyelwe, ukuhlanganiswa nokutholwa, kanye nokusayinwa kwama-oda wesikhathi eside wokukhiya ukunikezwa kanye nentengo yezinto zokusetshenziswa.

Thatha i-CATL njengesibonelo.I-CATL ibamba iqhaza ngokuqondile noma ngokungaqondile ezinkampanini ezingaphezu kwe-20 ezikhuphukayo, ezihlanganisa izindawo ezifana ne-lithium, i-cobalt, i-nickel, i-lithium carbonate / i-lithium hydroxide, izinto ezinhle nezimbi, ama-electrolyte kanye nezithasiselo.Ngokubamba, ukuhlanganisa nokutholwa, kanye nokubophezela okujulile ukuze ujulise ukulawulwa kwezinto ezingasetshenzisiwe ezikhuphuka nomfula zamabhethri e-lithium.

Esikhathini esizayo esiseduze, i-CATL iphinde yavala ukuhlinzekwa kwe-electrolyte ye-Tinci Materials kanye nenani le-lithium hexafluorophosphate ngama-oda esikhathi eside kanye nezinkokhelo kusengaphambili ukuze kuqinisekiswe ukuhlinzekwa kwamandla okukhiqiza i-electrolyte nokuzinza kwamanani.Nge-Tinci Materials, ukukhululwa okulandelayo kwamandla okukhiqiza kanye nesabelo semakethe nakho kuzoqinisekiswa ngokuqinile.

Sekukonke, ngobaibhethriizinkampani, ukwakha uchungechunge oluqinile lokuhlinzeka ngezinto ezibonakalayo kuzosiza ukuthuthukiswa kwazo okuzinzile isikhathi eside;ezinkampanini zezinto zasekhaya, zingathola ama-oda ezinkampanini eziholayo noma zibambe iqhaza ngokubambisana nezinkampani eziholayo.Izoba nezinzuzo ezengeziwe emqhudelwaneni olandelayo wemboni.

Izinkampani zezinto ezibonakalayo zandisa ukukhiqizwa "impi enkulu"

Ukuze uhambisane nokwandiswa kweamandla ibhethriizinkampani futhi zibambe amathuba amakhulu ezimakethe alethwa uguquko lwamandla omhlaba, izinkampani zezinto zokwakha nazo zisabalalisa ukunwetshwa kwamandla.

I-Gaogong Lithium iye yaqaphela ukuthi kusukela ngonyaka odlule, izinkampani ezihlela ukuqala ukunwetshwa emkhakheni wezinto ze-cathode zihlanganisa i-Rongbai Technology, i-Dangsheng Technology, i-Dow Technology, i-Xiamen Tungsten New Energy, i-Xiangtan Electrochemical, i-Taifeng First, i-Fengyuan Shares, i-Guoxuan High-Tech, i-Defang Nano nokunye.

Mayelana nama-anode, i-Putailai, i-Shanshan, i-National Technology (Imboni Yeqhwa), i-Zhongke Electric, i-Xiangfenghua, ne-Kaijin Energy zonke zithuthukisa ukuthunyelwa komthamo wokukhiqiza we-anode namandla okucubungula i-graphitization.

Ngaso leso sikhathi, i-Fuan Carbon Materials, i-Hubei Baoqian, i-Jintaineng, i-Minguang New Materials, i-Longpan Technology, i-Sunward Intelligent, ne-Huashun New Energy nabo bajoyine ikamu lokwandisa impahla ye-anode.

Mayelana nama-diaphragms, i-Putailai, i-Xingyuan Materials, i-Cangzhou Pearl, i-Enjie, ne-Sinoma Technology nazo zimemezele ukwanda.

Ukunikezwa kuyaqhubeka nokuqina, futhi i-lithium hexafluorophosphate nayo ingenisa umzuliswano omusha "wegagasi lokunwetshwa".Kubandakanya I-Tinci Materials, i-Yongtai Technology, ne-Duo Fluoride kukhuphule umthamo wazo wokukhiqiza we-lithium hexafluorophosphate.

Ngokuphathelene nezinye izinto, umholi we-foil yethusi uNordisk, umholi wengxenye yesakhiwo u-Kodari, kanye nomholi we-electrolyte solvent Shi Dashenghua nabo basheshisa ukuhlelwa kwamandla okukhiqiza.

Okufanele kuqashwe ukuthi uma izinkampani zezinto zokwakha zinezinkinga zokumatanisa isigqi, amandla okulethwa, nokuqinisekiswa kwekhwalithi ngokubambisana namakhasimende aholayo, kuzoba nomthelela ongaqinisekile ekuthuthukisweni kwazo okulandelayo.

Ngakho-ke, ukuhambisana nesidingo kanye nesigqi sezinkampani zamabhethri anamandla kuzobaluleka ekuthuthukisweni kwesikhathi esizayo kwezinkampani zezinto zokwakha futhi kuzoba nomthelela omkhulu ezinguqukweni zesakhiwo semakethe.