ka baxay!Korodhka qiimaha!Sida loo dhiso silsilad sahayda "firewall" loogu talagalaybaytariyada korontada

Dhawaaqa "ka baxsan" iyo "kor u kaca qiimaha" ayaa sii socda midba midka kale, iyo badbaadada silsiladda sahaydu waxay noqotay caqabadda ugu weyn ee sii deynta hadda.batari korontoawoodda wax soo saarka.

Tan iyo qeybtii labaad ee 2020, suuqa baabuurta tamarta cusub ee Shiinaha ayaa sii waday isbeddelka koritaanka sare.2021, suuqu wuxuu sii wadi doonaa inuu ilaaliyo heer sare oo barwaaqo ah.Laga soo bilaabo Jannaayo ilaa Maajo, wax soo saarka iyo iibinta baabuurta tamarta cusub waxay kordheen 228% iyo 229% sanadba sanadka ka dambeeya, heerka gelitaanka suuqana wuxuu kordhay ilaa 8.8%.

Waxaa keenay baahida suuqa oo xooggan, awoodda wax-soo-saarka madaxabaytariyada korontadala fidiyay.Alaabooyinka ceeriin ee kore oo ay ku jiraan milixda lithium, cobalt elektrolytic,phosphate birta lithium, Electrolyte (ay ku jiraan lithium hexafluorophosphate, VC dareere, iwm.), foil naxaas ah, iwm ayaa balaadhiyey faraqa saadka iyo baahida, qiimuhuna wuu sii socday..

Iyaga ka mid ah,baytari-grade lithium carbonate wuxuu gaadhay 88,000 yuan/ton, wuxuuna u shaqaynayaa si heer sare ah.Suuqa hadda jira iyo qiimihiisu waxay ku jiraan isbeddel yara deggan, sahayduna weli ma dabacsan.

Dalabka warshadaha ee lfosfooraska ithium ironayaa sii xoogaysanaysay tan iyo bishii Oktoobar ee sannadkii hore.Qiimaha halkii ton ayaa ka soo kabtay hoos u dhac taariikhi ah oo ah 32,000 yuan/ton, wuxuuna dib ugu soo laabtay 52,000 yuan/ton, iyadoo uu kordhay 62.5% tan iyo hoose.

Xogta warshadaha ayaa muujinaysa in May ee sanadkan, gudahabatari korontoWax-soo-saarku wuxuu ahaa 13.8GWh, koror sanadba sanadka ka dambeeya ah 165.8%, kaas oo wax-soo-saarkabaytariyada phosphate birta lithiumwuxuu ahaa 8.8GWh, taasoo dhaaftay wax soo saarka bishiibaytariyada li-ion lithiumee 5GWh markii ugu horeysay sanadkan.Waxa aan meesha laga saarin in wax soo saarka eebaytariyada phosphate birta lithiumka badin doonabaytariyada li-ionsanadkaan.

Qiimaha lithium hexafluorophosphate ayaa sidoo kale kor u kacay, isagoo garaacay 4-sano oo sarreeya.Qiimaha suuqa ugu dambeeyay waxa uu gaadhay 315,000 yuan/ton, korodhka 200% bilawgii sanadka 105,000-115,000 yuan/ton, qiimuhu waxa uu xitaa ku dhaw yahay celceliska qiimaha 85,000 yuan rubuci saddexaad ee sanadkii hore.4 jeer tan.

ka baxay!Korodhka qiimaha!Sida loo dhiso silsilad sahayda "firewall" loogu talagalaybaytariyada korontadaWaqtigan xaadirka ah, alaabada warshadaha lithium hexafluorophosphate waxay hoos ugu dhacday heerka ugu hooseeya sanadihii ugu dambeeyay, qaar ka mid ah shirkadaha wax soo saarka ayaa sii waday inay gaaraan awood buuxda.Shirkadaha intooda badani waxay mar hore buuxiyeen dalabaadkooda bishii Juun, iyo heerka hawlgelinta warshaduhu wuxuu dhaafey 80%.

Qiimaha VC dareeraha (vinylene carbonate), kaas oo si toos ah cunaha cunaha ee awoodda wax soo saarka electrolyte, kor u kacay ilaa 270,000 yuan / ton, koror ah 68% -80% celcelis ahaan qiimaha suuqa ee 150,000 in 160,000 yuan sanadkii hore.Xitaa waxaa jiray farqiga saadka in muddo ah.

Go'aanka warshadaha ayaa ah in qiimaha dareeraha VC uu sare u kaco in ka badan ay ku xiran tahay sahayda suuqa iyo baahida.Farqiga sahayda hadda jira wuu sii fidayaa.Muddada danbe, shirkado badan oo yaryar iyo kuwa dhexdhexaad ah ayaa laga yaabaa inay awoodi waayaan inay helaan alaabta.Waxaa la filayaa in saadka cidhiidhiga ah ee VC uu sii socon doono ilaa nuska hore ee sanadka soo socda..

Intaa waxaa dheer, kororka qiimaha naxaasta iyo khidmadaha farsamaynta ayaa sidoo kale kor u qaaday qiimahabaytari lithiumbireed naxaas ah.Laga bilaabo Abriil 25, celceliska qiimaha 6μm bireed naxaas ah iyo 8μm bireed naxaas ah gudahabaytari lithiumFool naxaas ah ayaa kor u kacay 114,000 yuan/ton iyo 101,000 yuan/ton siday u kala horreeyaan.Marka la barbar dhigo 97,000 yuan/ton iyo 83,000 yuan/ton bilowgii Janaayo, koror 18% iyo 22% siday u kala horreeyaan.

Isku soo wada duuboo, isu dheelitir la'aanta u dhaxaysa saadka iyo baahida ayaa sii socon doonta muddada gaaban.Shirkadaha alaabta, sida loo hubiyo sahayda macaamiisha asaasiga ah waxay la xiriirtaa horumarka waara ee sanadaha soo socda.Waayobatari korontoshirkadaha, sida loo sameeyo shaqo wanaagsan oo ku saabsan ilaalinta silsiladda sahayda Isla mar ahaantaana, waxay ku qancisaa baahida shirkadaha baabuurta iyo dhammaadka macaamiisha si ay u yareeyaan kharashka, waxayna tijaabiyaan xigmadda iyo cilmi-baarista istaraatiijiyadeed iyo xukunka hoggaamiyeyaashooda shirkadaha.

Xaaladdan oo kale, Luulyo 8-10, 2021-ka 14-aad ee farsamada-sareBattery LithiumShirwaynaha warshadaha ayaa lagu qaban doonaa Wanda Realm Ningde R&F Hotel.Mawduuca shirku waa "Furitaanka Waa Cusub ee Tamarta Cusub".

In ka badan 500 oo ah madaxda sare ee ururkabaytari lithiumSilsiladda warshadaha ee baabuurta dhamaystiran, agabka, qalabka, dib u warshadaynta, iwm. ayaa isu iman doona si ay uga wada hadlaan waaga cusub ee warshadaha tamarta cusub iyada oo ujeedadu tahay dhexdhexaadnimada carbon.

Shir madaxeedka waxaa soo qaban qaabiyay Ningde Times, GaogongBattery Lithium, iyo Dawladda Hoose ee Ningde, oo ay si wadajir ah u abaabuleen Machadka Cilmi-baarista Sare ee Warshadaha iyo Xafiiska Warshadaha iyo Tignoolajiyada Degmada Ningde.la wada abaabulay.

Batari korontoBalaadhinta VS dammaanad qaadka

Si aad ah uga soo horjeeda yaraanta sahayda sare, balaarinta awooddabaytariyada korontadaayaa wali sii dardar galinaysa.

Marka loo eego tirakoobka aan dhameystirneyn, laga bilaabo 2021 ilaa hadda, badanbatari korontoshirkadaha sida CATL, AVICBattery Lithium,Honeycomb Energy, Guoxuan High-Tech, Yiwei Lithium Energy, BYD iyo kuwa kalebatari korontoshirkaduhu waxay ku dhawaaqeen balaadhinta qorshayaal maalgashi oo ka badan 240 bilyan yuan.

Waxaa xusid mudan in, si ka duwan ballaarinta dhowrkii sano ee la soo dhaafay, wareegaanbatari korontoballaarinta awoodda ayaa muujisay sifooyin muuqda: marka hore, jidhka ugu weyn ee ballaarinta ayaa ku urursan madaxabatari korontoshirkadaha, iyo tan labaad waa in miisaanka ballaarinta waa si weyn u weyn, asal ahaan la boqolaal cutubka waa 100 million.

Si loo sii xasiliyo saadka alaabta ceeriin.batari korontoShirkaduhu waxay sidoo kale si firfircoon uga qayb qaadanayaan dhismaha "dab-damiska" badbaadada alaabta kor u kaca.Waxaa ka mid ah, kuma koobna oo kaliya is-dhis, ka qayb-qaadasho sinnaan, ganacsi wadaag, midayn iyo iibsi, iyo saxeexa amarada muddada-dheer ee lagu qufulo saadka iyo qiimaha alaabta ceeriin.

Qaado CATL tusaale ahaan.CATL waxay si toos ah ama si aan toos ahayn uga qaybgashaa in ka badan 20 shirkadood oo agab ah, oo daboolaya meelaha sida lithium, cobalt, nickel, lithium carbonate/lithium hydroxide, agabka togan iyo kuwa taban, electrolytes iyo waxyaabaha lagu daro.Iyada oo loo marayo haynta, isku darka iyo iibsiga, iyo xidhid qotodheer si loo qoto dheereeyo xakamaynta alaabta ceeriin ee korka ee baytariyada lithium.

Mustaqbalka dhow, CATL waxay sidoo kale xirtay sahayda korantada ee Qalabka Tinci iyo qiimaha lithium hexafluorophosphate iyada oo loo marayo amaro waqti dheer ah iyo lacag-bixinno hormaris ah si loo hubiyo bixinta awoodda wax-soo-saarka elektrolytka iyo xasilloonida qiimaha.Qalabka Tinci, sii daynta xigta ee awoodda wax soo saarka iyo saamiga suuqa ayaa sidoo kale si adag loo dammaanad qaadi doonaa.

Guud ahaan, waayobaytarishirkadaha, dhisida silsilad sahayda alaab adag ayaa ka caawin doonta horumarkooda xasilloonida muddada dheer;Shirkadaha alaabta gudaha, waxay amar ka heli karaan shirkadaha hormuudka ah ama waxay ka qayb qaadan karaan iskaashiga shirkadaha hormuudka ah.Waxay yeelan doontaa faa'iidooyin badan tartanka warshadaha soo socda.

Shirkadaha alaabtu waxay kordhiyaan wax soo saarka "dagaal weyn"

Si loo sii wado fidintabatari korontoshirkadaha oo ay fahmaan fursadaha suuqa weyn ee uu keenay kala-guurka tamarta caalamiga ah, shirkadaha agabka ayaa sidoo kale si firfircoon u geynaya ballaarinta awoodda.

Gaogong Lithium ayaa ogaaday in tan iyo sannadkii hore, shirkadaha qorsheynaya inay bilaabaan ballaarinta duurka alaabta cathode waxaa ka mid ah Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng First, Fengyuan Shares, Guoxuan High-Tech, Defang Nano iyo wixii la mid ah.

Marka la eego anodes, Putailai, Shanshan, Tiknoolajiyada Qaranka (Warshadaha Barafka), Zhongke Electric, Xiangfenghua, iyo Kaijin Energy ayaa dhamaantood kor u qaadaya keenista awoodda wax soo saarka walxaha anode iyo awoodaha farsamaynta garaafka.

Isla mar ahaantaana, Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang Qalabka Cusub, Longpan Technology, Sunward Intelligent, iyo Huashun New Energy ayaa sidoo kale ku biiray xerada ballaarinta walxaha anode.

Marka la eego diaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, iyo Tignoolajiyada Sinoma ayaa sidoo kale ku dhawaaqay balaarin.

Alaabtu waxay ku sii socotaa adkeynta, iyo lithium hexafluorophosphate waxay sidoo kale keenaysaa wareeg cusub oo "mawjadaha fidinta".Oo ay ku jiraan Tinci Materials, Yongtai Technology, iyo Duo Fluoride waxay kordhiyeen awoodooda wax soo saar ee lithium hexafluorophosphate.

Marka la eego agabka kale, hogaamiyaha foil naxaasta Nordisk, hogaamiyaha qaybta qaab dhismeedka Kodari, iyo hogaamiyaha dareeraha korantada Shi Dashengua ayaa sidoo kale dardar galinaya qaabaynta awooda wax soo saarka.

Waxa loo baahan yahay in laga digtoonaado waa in haddii shirkadaha agabka ay dhibaato kala kulmaan isku-dheellitirka laxanka, awoodaha gaarsiinta, iyo hubinta tayada iyadoo lala kaashanayo macaamiisha hormuudka ah, waxay saameyn aan la hubin ku yeelan doontaa horumarkooda xiga.

Sidaa darteed, la socoshada baahida iyo laxanka shirkadaha madaxa batteriga korontadu waxay muhiim u noqon doontaa horumarka mustaqbalka ee shirkadaha agabka waxayna saameyn weyn ku yeelan doontaa isbeddellada qaab dhismeedka suuqa.