ʻO ka nānā ʻana o ka mākeke o ka ʻoihana uila lithium

ʻO kapākahi lithiumhoʻohana ʻia i nā mea hana mana he acylindrical lithiumpākaukau.Hoʻohana nui ʻia nā pākahi no nā mea hana manakiʻekiʻe-rate pāʻani.Wahi a ka hiʻohiʻona noi, uhi ʻia ka nui o ka pākaukau i 1Ah-4Ah, nona ka 1Ah-3Ah ka nui.18650, a he 4Ah ka nui21700.ʻO nā koi mana mai ka 10A a hiki i ka 30A, a ʻo ke kaʻina hoʻokuʻu mau ʻana he 600 mau manawa.

Wahi a Leading Industry Research Institute, ʻo ka nui o ka mākeke ma 2020 he 15 biliona yuan, a ʻo ka mākeke mua ma kahi o 22 biliona yuan.ʻO ke kumu kūʻai nui o kahi hoʻokahipākaukauno nā mea uila ma kahi o 11-16 yuan.Ke manaʻo nei he 13 yuan no kēlā me kēia pākaukau, manaʻo ʻia ʻo ka nui o ke kūʻai aku ma 2020 ma kahi o 1.16 biliona, a ʻo ka mākeke ma 2020 ma kahi o 15 biliona yuan, a ʻo ka ulu ʻana o ka hui ʻana he 10% .ʻO ka mākeke ma 2024 ma kahi o 22 biliona yuan.

ʻOi aku ka nui o ke komo ʻana o nā mea mana cordless i kēia manawa ma mua o 50%.ʻO ka pilahi lithiumnā kumukūʻai no 20%-30%.Ma muli o kēia helu koʻikoʻi, e 2024, ka honuapākahi lithiummarket e hiki ma ka liʻiliʻi loa 29.53 billion-44.3 billion yuan.

Hoʻohui i nā ʻano helu ʻelua ma luna, ka nui o ka mākeke oʻO nā pākahi lithium no nā mea hana manaaia ma kahi o 20 a 30 biliona.Hiki ke ʻike ʻia i ka hoʻohālikelike ʻia i nā pākahi lithium mana no nā kaʻa uila, ka wahi mākeke nonā pākahi lithiumno ka mea, liʻiliʻi nā mea uila.

I ka makahiki 2019, ka puka honua onā mea hana mana pākahi lithiumʻoi aku ma mua o 240 miliona mau ʻāpana.ʻO ka muanā ʻōhua mea hana manahoʻouna ʻia ma kahi o 1.1 biliona ʻāpana i kēlā me kēia makahiki.

Ka hiki o apahu pākahi pākahimai 5-9wh, ʻo ka hapa nui he 7.2wh.Hiki ke hoʻohālikelike ʻia ka hiki ke kau ʻia o kēia manawanā ʻōhua mea hana manama kahi o 8-9Gwh.Manaʻo ka Leading Industry Research Institute e kokoke ana ka mana i hoʻokomo ʻia ma 2020 i 10Gwh.

ʻO ka upstream nā mea electrode maikaʻi, nā mea electrode maikaʻiʻole, nā mea electrolytes, nā mea hoʻokaʻawale, a me nā mea'ē aʻe.

Mai ka hoʻomaka ʻana o Ianuali 2021, ma muli o ka piʻi ʻana o nā kumukūʻai maka, nuipuʻupuʻu cylindricalua hoʻomaka nā hale hana e like me Tianpeng a me Penghui e hoʻonui i kā lākou kumukūʻai.Hiki ke ʻike ʻia kēlāpākahi lithiumloaʻa i nā hui kekahi mau mea hiki ke hoʻoili kālā.
ʻO nā hui hana mana, e like me: Innovation Technology Industry, Hitachi, Japan's Panasonic, METABO, Hilti, Ruiqi, Yexing Technology, Nanjing Deshuo, Bosch, Makita, Schneider, Stanley Black & Decker, etc. ʻO ka ʻāina hoʻokūkū o nā mea hana mana. ʻano koʻikoʻi.ʻO ka echelon mua ʻo TTI Innovation and Technology Industry, Stanley Black & Decker, a me Bosch.Ma 2018, ʻo ka māhele mākeke o nā hui ʻekolu e pili ana i 18-19%, a ʻo CR3 ma kahi o 55%.Hiki ke hoʻokaʻawale ʻia nā huahana mea hana mana i ka helu ʻoihana a me ka helu mea kūʻai aku.I ka palena koi o ka mana mea paahana, kalepa hale helu no 15.94%, hale hana hana no ka 13.98%, hoʻonani a me ka 'enekinia helu no 9.02%, a me na hale noho no 15.94%.8.13%, hana mechanical no 3.01%, o na ano elima o ka noi i heluia no ka huina o 50.08%, a oi aku i ka hapalua.Hiki ke ʻike ʻia ʻo ke kūkulu ʻana ke kahua noi terminal koʻikoʻi loa a me ke kumu o ka noi i ka mākeke mea hana mana.

Eia kekahi, ʻo ʻAmelika ʻĀkau ka ʻāina koi nui loa no nā mea hana mana, e helu ana no 34% o ke kūʻai aku ʻana o ka mākeke mana honua, ka mākeke ʻEulopa no 30%, a me ʻEulopa a me ʻAmelika Hui Pū ʻIa no ka huina o 64%.ʻO lākou nā mākeke mea hana mana koʻikoʻi ʻelua ma ka honua.ʻO nā mākeke ʻEulopa a me ʻAmelika ka ʻāpana mākeke nui loa o nā mea hana mana ma ka honua ma muli o ko lākou wahi noho kiʻekiʻe ma kēlā me kēia kapita a me ka loaʻa kālā kiʻekiʻe o ka honua.Ua hāʻawi aku ka nui o nā wahi noho no kēlā me kēia poʻe i ka nui o nā wahi noi no nā mea hana mana, a ua hoʻoulu pū i ka noi no nā mea hana mana ma nā mākeke ʻEulopa a me ʻAmelika.ʻO ke kūlana kiʻekiʻe o ka loaʻa kālā hoʻopau i kēlā me kēia kanaka, ʻo ia hoʻi he mana kūʻai ikaika ka poʻe kūʻai mai ʻEulopa a me ʻAmelika, a hiki iā lākou ke kūʻai aku.Me ka makemake a me ka mana kūʻai, ua lilo ka mākeke ʻEulopa a me ʻAmelika i ka mākeke mea hana mana nui loa o ka honua.

ʻOi aku ka nui o ka loaʻa kālā ma mua o 20%, a ʻoi aku ka nui o ka loaʻa kālā ma kahi o 10%.Loaʻa iā lākou nā hiʻohiʻona maʻamau o ka hana waiwai kaumaha a me nā waiwai paʻa kiʻekiʻe.Ke hoʻohālikelike ʻia me ka Pūnaewele, ka waiʻona, ka inu ʻana a me nā ʻoihana ʻē aʻe, ʻoi aku ka paʻakikī o ka loaʻa kālā.

ʻĀina hoʻokūkū

ʻO nā mea hoʻolako nui onā ʻōhua mea hana manahe mau hui Kepani a me Korea.Ma 2018, Samsung SDI, LG Chem, a me Murata i hui pū ʻia ma kahi o 75% o ka mākeke.Ma waena o lākou, ʻo Samsung SDI ke alakaʻi kūʻokoʻa, e helu ana no 45% o ka māhele mākeke honua.

Ma waena o lākou, ʻo ka loaʻa kālā o Samsung SDI i nā pā lithium liʻiliʻi ma kahi o 6 biliona.

Wahi a ka ʻikepili mai ka Advanced Industry Research Institute oBati Lithium(GGII), mea hana mana halepākahi lithiumʻO ka hoʻouna ʻana i ka makahiki 2019 he 5.4GWh, kahi hoʻonui o 54.8% makahiki-ma-makahiki.Ma waena o lākou, ʻo Tianpeng Power (subsidiary o Blue Lithium Core (SZ: 002245)), ʻo Yiwei Lithium Energy, a me Haisida i helu ʻia ma ka papa ʻekolu.

ʻO nā hui kūloko ʻē aʻe: 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.

Nā mea nui o ka hoʻokūkū

Ke hoʻomau nei ka piʻi ʻana o ka ʻenehana mea hana mana, he mea nui ia nomea hana mana lithium pākahikonā hui e komo i ke kaulahao lako o nā mea kūʻai nui loa.Nā koi o nā mea kūʻai nui nonā pākahi lithiumʻo ia: hilinaʻi kiʻekiʻe, kumukūʻai haʻahaʻa, a lawa ka mana hana.

ʻO ka ʻōlelo ʻenehana, hiki i ka Blue Lithium Core, Yiwei Lithium Energy, Haistar, Penghui Energy, a me Changhong Energy ke hoʻokō i nā koi o nā mea kūʻai aku nui, no laila ʻo ke kī ke pālākiō.ʻO nā ʻoihana nui wale nō e hiki ke hōʻoia i ka mana hana o nā mea kūʻai aku nui, e hoʻomau i ka amortize koina, e loaʻa i nā waiwai kiʻekiʻe, a laila e hoʻokomo i ka noiʻi kiʻekiʻe a me ka hoʻomohala e hoʻokō mau i nā pono hou o nā mea kūʻai aku nui.

He 900,000 mau ʻāpana o ka ikehu lithium o Yiwei i ka lā, ʻo Azure Lithium Core he 800,000, a ʻo Changhong Energy ka 400,000.Lawe ʻia nā laina hana mai Iapana a me South Korea, ʻo South Korea.

Pono ke kiʻekiʻe o ka pae automation o ka laina hana, no laila ke kiʻekiʻe ka kūlike o ka maikaʻi o ka huahana, i mea e komo ai i ke kaulahao lako o nā mea kūʻai aku nui.

Ke hoʻopaʻa ʻia ka pilina hoʻolako, ʻaʻole hiki ke maʻalahi nā loli i ka wā pōkole, apākahi lithiumʻO nā hui e komo ana i kāna kaulahao lako e mālama i ka māhele mākeke paʻa no kekahi manawa.E lawe i ka TTI ma ke ʻano he laʻana, pono kāna koho mea kūʻai aku e hele i 230 audits, i lōʻihi ma kahi o 2 mau makahiki.Pono e nānā ʻia nā mea hoʻolako hou a pau e nā kūlana kaiapuni a me ka pilikanaka a me ka hōʻoia ʻaʻole ʻike ʻia nā hewa nui.

No laila, homemea hana mana lithium pākahikoKe hoʻonui nui nei nā hui i kā lākou hana hana a me ka nui, e komo ana i nā kaulahao hoʻolako o nā mea kūʻai nui e like me Black & Decker a me TTI.

Nā mea hoʻokele hana

ʻO ka hoʻololi ʻana i nā mea hana uila he mea maʻamau, a aia kahi koi no ka hoʻololi ʻana i ka waihona.

ʻO ka hoʻonui ʻana i ke ola pākaukau o kekahi mau mea uila ua hoʻonui i ka helu onā pila, e ulu mālie ana mai nā kaula 3 a hiki i nā kaula 6-10.

Ke hoʻomau nei ka piʻi ʻana o nā mea hana mana cordless.

Hoʻohālikelike ʻia me nā hāmeʻa mana cordless, ʻike ʻia nā pono pono o ka mana cordless: 1) Hiki ke maʻalahi a lawe ʻia.No ka mea, ʻaʻohe uwea o nā mea mana cordless a ʻaʻohe pono e hilinaʻi i nā lako mana kōkua, hāʻawi nā mea hana cordless i ka maʻalahi a me ka lawe ʻana;2) Ka palekana, i ka wā e hana ai i nā papahana he nui a i ʻole nā ​​wahi liʻiliʻi, ʻae nā mea hana cordless i nā mea hoʻohana e neʻe manuahi me ka ʻole o ka ʻūhā a i ʻole nā ​​​​uwea wili.ʻOi aku no nā ʻoihana a i ʻole nā ​​​​mea hana ʻaelike e pono e hele a puni ke kahua kūkulu pinepine, he mea nui loa nā pilikia palekana;3) Maʻalahi ka mālama ʻana, ʻoi aku ka maʻalahi o ka mālama ʻana i nā hāmeʻa cordless ma mua o nā mea hana uea, hiki ke hoʻokomo ʻia nā wili cordless, ʻili, a me nā mea hoʻopili I loko o nā pahu huki a me nā papa, aia nā pahu hoʻopaʻa ʻokoʻa no ka mālama ʻana i nā mea paahana a me kā lākou mau pihi pili;4) Ua liʻiliʻi ka walaʻau, ua emi ka haumia, a ua lōʻihi ka manawa hana.

I ka makahiki 2018, ʻo 38% ka helu komo ʻole o nā mea hana mana, a ʻo ka pālākiō he US $ 17.1 biliona;i 2019, he 40%, a ʻo ka pālākiō he US $18.4 biliona.Me ka holomua o ka pākaukau a me ka ʻenehana kaʻa a me ka emi ʻana o nā kumukūʻai, ʻo ka piʻi ʻana o ka cordless penetration rate e hiki mai ana e hoʻomau i ka piʻi wikiwiki ʻana, kahi e hoʻoulu ai i ka makemake o nā mea kūʻai aku, a ʻo ke kumu kūʻai kiʻekiʻe o nā mea hana cordless e kōkua i ka hoʻonui ʻana i ka mākeke.

Ke hoʻohālikelike ʻia me nā mea hana mana holoʻokoʻa, ʻoi aku ka haʻahaʻa o ka cordless penetration rate o nā lako uila nui.I ka makahiki 2019, ʻo 13% wale nō ka helu komo ʻole o nā mea uila nui, a ʻo ka nui o ka mākeke he 4.366 biliona kālā US wale nō.ʻO nā lako uila nui ʻoi aku ka nui a ʻoi aku ka mana, a ʻo ka mea maʻamau kona kumu kikoʻī, e like me nā mea hoʻomaʻemaʻe kiʻekiʻe kiʻekiʻe o ke kinoea, nā inverters frame, lake deicers, a me nā mea ʻē aʻe. ʻO nā lako uila nui: 1) ʻO nā koi kiʻekiʻe no ka mana hoʻopuka pākaukau a me ka nui o ka ikehu, ʻoi aku ka paʻakikī o nā ʻōnaehana uila a me nā hōʻoia palekana ʻoi aku ka paʻakikī, ka hopena i nā pilikia ʻenehana a me nā pilikia ʻenehana no nā mea uila uila nui ʻole He kiʻekiʻe ke kumukūʻai;2) I kēia manawa, ʻaʻole i noʻonoʻo nā mea hana nui i nā lako uila nui ʻole e like me ke kumu o ka noiʻi a me ka hoʻomohala ʻana.Eia naʻe, me ka hoʻomohala ikaika o nā kaʻa ikehu hou i nā makahiki i hala iho nei, ua holomua nui ka ʻenehana o nā pihi mana nui, a aia nō ka nui o ka lumi no ka cordless penetration rate o nā lako uila nui i ka wā e hiki mai ana.

Hoʻololi i ka home: Loaʻa i nā mea hana hale i nā pono kumu kūʻai nui.Ma lalo o ke ʻano o nā ʻokoʻa nui ʻole o ka ʻenehana, ua lilo ka hoʻololi kūloko i kahi ʻano.

I nā makahiki i hala iho nei, ua komo ʻo Yiwei Lithium Energy a me Tianpeng i ke kaulahao hoʻolako o nā mea kūʻai inoa mua e like me TTI a me Ba & Decker.ʻO nā kumu nui ʻo 1) Ma ka pae ʻenehana, ʻaʻole mamao loa nā mea hana poʻo kūloko mai Iapana a me nā ʻoihana alakaʻi o South Korea, a he mau hiʻohiʻona noi kūikawā nā mea hana mana., Ke alakaʻi nei i ka pono no ka hoʻouka wikiwiki a me ka hoʻokuʻu wikiwiki, no lailakiʻekiʻe-rate pāʻanikoi ʻia.I ka wā ma mua, ua loaʻa i nā hui Iapana a me Korea kekahi mau pono i ka hōʻiliʻili ʻana okiʻekiʻe-rate pāʻani.Eia nō naʻe, ʻoiai ua haki nā hui kūloko i ka bottleneck 20A i kēia manawa i nā makahiki i hala iho nei, ua hoʻokō ʻia ka pae ʻenehana.I mea e hoʻokō ai i nā pono kumu o nā mea hana mana, ua komo nā mea hana mana i ke kahua o ka hoʻokūkū kumukūʻai.

2) ʻOi aku ka haʻahaʻa o ke kumukūʻai kūloko ma mua o nā mea hana ma waho.E kōkua ka uku kumukūʻai i nā mea hana hale e hoʻomau i ka ʻāpana o Iapana a me South Korea.Mai kaʻaoʻao kumukūʻai,ʻo ke kumukūʻai o nā huahana o Tianpeng he 8-13 yuan /'āpana, aʻo ke kumukūʻai o Samsung SDI he 11. -18 yuan /'āpana, e like me ka hoʻohālikelike o nā huahana o keʻano like, ke kumukūʻai o Tianpeng he 20% haʻahaʻa ma mua o kā Samsung SDI.

Ma waho aʻe o TTI, ʻo Black & Decker, Bosch, a me nā mea ʻē aʻe e wikiwiki nei i ka hoʻokomo ʻana i ka hōʻoia a me ka hoʻokomo ʻana onā ʻaʻaʻa cylindricalma Kina.Ma muli o ka holomua o ka holomua o nā hale hana hale ma ke kahua okiʻekiʻe-rate cylindrical pūnaewele, a me nā pono piha o ka hana, ka unahi, a me ke kumu kūʻai, ʻo ke koho ʻana o ka mea hana mana pilikua i ke kaulahao hoʻolako kelepona ua huli maopopo iā Kina.

I ka makahiki 2020, ma muli o ka hopena o ke ʻano hou o ka maʻi maʻi maʻi coronavirus, ʻaʻole lawa ka mana hana pākaukau o Iapana a me South Korea, e hopena i ka hapa o ka nui.cylindrical li-ion lithium-ion pākahikolako makeke, a me ka hoʻi o ka home i ka hana maʻamau ma mua, hiki i ka hana hana ke hana i ke āpau kūpono, a hoʻolōʻihi i ke kaʻina hana o ka hoʻololi home.

Eia kekahi, hoʻopili maikaʻi ʻia ka boom o ka ʻoihana mea hana mana me ka ʻikepili hale o ʻAmelika ʻAmelika.Mai ka hoʻomaka ʻana o 2019, ua hoʻomau ka wela o ka mākeke waiwai o ʻAmelika ʻAmelika, a ke manaʻo ʻia nei e hoʻomau ke kiʻekiʻe o ʻAmelika ʻAmelika i nā mea hana mana ma 2021-2022.Eia kekahi, ma hope o ka hoʻoponopono ʻana o ka manawa ma Dekemaba 2020, ʻo ka helu o nā mea kūʻai aku o ʻAmelika ʻAmelika he 1.28 wale nō, ʻoi aku ka haʻahaʻa ma mua o ka papa inoa palekana o ka mōʻaukala o 1.3-1.5, ka mea e wehe i ka noi no ka hoʻopiha.

Aia ka mākeke waiwai o ʻAmelika i kahi pōʻai boom, e hoʻokau i ka noi no nā mea hana mana ma ka mākeke ʻAmelika ʻAmelika.ʻO nā kumukūʻai moraki hale o ʻAmelika aia ma kahi haʻahaʻa haʻahaʻa, a e hoʻomau ʻia ka boom ma ka mākeke waiwai ʻo US.E lawe i ka hōʻaiʻē moraki 30 makahiki ma ke ʻano he laʻana.I ka makahiki 2020, ma muli o ka hopena o ke ahulau lei aliʻi hou, ua hoʻokō pinepine ka Federal Reserve i ke kulekele pili kālā.ʻO ka haʻahaʻa haʻahaʻa o ka hōʻaiʻē moraki paʻa 30-makahiki i 2.65%, he haʻahaʻa haʻahaʻa.Ua manaʻo ʻia ʻoi aku ka nui o nā hale noho pilikino hou i kūkulu ʻia ma ʻAmelika Hui Pū ʻIa ma mua o 2.5 miliona, he moʻolelo kiʻekiʻe.

ʻO ka noi hope a me ka pōʻai waiwai e pili ana i ka waiwai kūʻai ke kani i luna, kahi e hoʻoikaika ikaika ai i ka noi no nā mea hana mana, a e pōmaikaʻi nui nā ʻoihana paahana mai kēia pōʻai.ʻO ka ulu ʻana o nā ʻoihana hana mana e hoʻoikaika ikaika i nā ʻoihana pākaukau lithium upstream.

I ka hōʻuluʻulu manaʻo, kamea hana mana lithium pākahikomanaʻo ʻia aia i loko o kahi manawa pōmaikaʻi i nā makahiki ʻekolu e hiki mai ana, a e pōmaikaʻi nā poʻe kiʻekiʻe o ka home mai ka hoʻololi ʻana i ka home: Yiwei Lithium Energy, Azure Lithium Core, Haistar, Changhong Energy, etc.nā pila manaloaʻa nō hoʻi nā manaʻo maikaʻi.Loaʻa i ka ʻoihana nā ʻenehana a me nā pono pālākiō, nā mana hoʻolālā ikaika e nānā i mua, a me nā pono hoʻokūkū maopopo.ʻOiai ke ulu nei ka ʻāpana pākahi lithium i kahi kiʻekiʻe, aia kekahi mau LED a me nā metala.ʻoihana Logistics, paʻakikī ka ʻoihana;ʻAʻole i helu ʻia ʻo Haistar;Heʻuʻuku ka Changhong Energy i ka papa i koho ʻia o ka Papa ʻEkolu Hou, akā ua ulu wikiwiki ia;ma waho aʻe o ka ʻoihana pākaukau lithium, ʻoi aku ma mua o ka hapalua o nā pākaukau maloʻo alkaline, a maikaʻi hoʻi ka ulu ʻana., He kiʻekiʻe loa ka manaʻo o ka hoʻoili IPO i ka wā e hiki mai ana.