lako 'ole' ia!Hoʻonui kumukūʻai!Pehea e kūkulu ai i kahi kaulahao lako "firewall" nonā pila mana

Ke hoʻomau nei ka leo o "out of stock" a me ka "hoʻonui kumukūʻai" i kekahi ma hope o kekahi, a ua lilo ka palekana o ke kaulahao hoʻolako i mea paʻakikī nui loa i ka hoʻokuʻu ʻana i kēia manawa.pākaukau manahiki ke hana.

Mai ka hapa ʻelua o 2020, ua mālama ka mākeke kaʻa kaʻa hou o Kina i ke ʻano o ka ulu kiʻekiʻe.Ma 2021, e hoʻomau ka mākeke i kahi kiʻekiʻe o ka pōmaikaʻi.Mai Ianuali a Mei, ua hoʻonui ʻia ka hana ʻana a me ke kūʻai ʻana o nā kaʻa ikehu hou e 228% a me 229% i kēlā me kēia makahiki, a ua piʻi ka piʻi ʻana o ka mākeke i 8,8%.

Hoʻoikaika ʻia e ka koi mākeke ikaika, ka mana hana o ke poʻonā pila manaua kikoo ia.ʻO nā mea maka i luna e like me ka paʻakai lithium, ka cobalt electrolytic,lithium hao phosphate, electrolyte (me ka lithium hexafluorophosphate, VC solvent, etc.), copper foil, etc. ua hoʻonui i ka lako a me ke koi, a ua hoʻomau ke kumukūʻai..

Iwaena o lakou,pākaukau-grade lithium carbonate ua hiki i 88,000 yuan/ton, a ke hana nei ma kahi kiʻekiʻe.ʻO ka mākeke a me ke kumu kūʻai o kēia manawa aia i kahi ʻano paʻa, a ʻaʻole naʻe i wehe ka lako.

Koi ʻoihana no lithium iron phosphateua noho ikaika mai ʻOkakopa i ka makahiki i hala.Ua hoʻi hou ke kumukūʻai no ke tona mai kahi haʻahaʻa haʻahaʻa o 32,000 yuan/ton, a ua hoʻi hou i 52,000 yuan/ton, me ka piʻi ʻana o 62.5% mai ka lalo.

Hōʻike nā ʻikepili ʻoihana i ka Mei o kēia makahiki, ka homepākaukau manahe 13.8GWh ka nui o ka puka, he 165.8% ka nui o ka makahiki,ʻo nā ʻanuʻu lithium hao phosphateʻo 8.8GWh, ʻoi aku ma mua o ka hoʻopuka mahina onā pākahi lithium li-iono 5GWh no ka manawa mua i kēia makahiki.ʻAʻole ʻae ʻia ka puka ʻana oʻo nā ʻanuʻu lithium hao phosphatee oi aku i konā pila li-ionkeia makahiki.

Ua piʻi aʻe ke kumukūʻai o ka lithium hexafluorophosphate, e pā ana i kahi kiʻekiʻe o 4 mau makahiki.ʻO ke kumukūʻai mākeke hou loa ua hiki i 315,000 yuan / ton, kahi piʻi o 200% mai ka hoʻomaka ʻana o ka makahiki 105,000-115,000 yuan / ton, a ʻoi aku ka kokoke o ke kumukūʻai i ke kumukūʻai awelika o 85,000 yuan i ka hapakolu o ka makahiki i hala.4 manawa o ke tona.

lako 'ole' ia!Hoʻonui kumukūʻai!Pehea e kūkulu ai i kahi kaulahao lako "firewall" nonā pila manaI kēia manawa, ua hāʻule ka papa helu o ka ʻoihana lithium hexafluorophosphate i ka pae haʻahaʻa i nā makahiki i hala iho nei, a ua hoʻomau kekahi mau ʻoihana hana i ka piha piha.Ua hoʻopiha ka hapa nui o nā ʻoihana i kā lākou kauoha i Iune, a ua ʻoi aku ka nui o ka hana o ka ʻoihana ma mua o 80%.

ʻO ke kumu kūʻai o VC solvent (vinylene carbonate), ka mea i ʻoki pololei i ka ʻāʻī o ka mana hana electrolyte, ua piʻi aʻe i 270,000 yuan/ton, he piʻi o 68% -80% mai ke kumu kūʻai maʻamau o 150,000 a 160,000 yuan i ka makahiki i hala.Ua loaʻa nō hoʻi kahi hakahaka lako no kekahi manawa.

ʻO ka manaʻo o ka ʻoihana inā e piʻi aʻe ke kumukūʻai o nā solvents VC e pili ana i ka lako a me ka noi.Ke hoʻomau nei ka hoʻonui ʻia o ka hāʻawi ʻana i kēia manawa.I ka wā ma hope, ʻaʻole hiki i nā hui electrolyte liʻiliʻi liʻiliʻi ke kiʻi i nā waiwai.Manaʻo ʻia e hoʻomau ʻia ka lako paʻa o VC a hiki i ka hapa mua o ka makahiki e hiki mai ana..

Eia kekahi, ʻo ka piʻi ʻana o nā kumukūʻai keleawe a me nā uku hana i hoʻokuʻu i ke kumukūʻai opākahi lithiumʻili keleawe.E like me ka lā 25 ʻApelila, ke kumu kūʻai maʻamau o 6μm keleawe foil a me 8μm keleawe foil mapākahi lithiumUa piʻi ka 114,000 yuan/ton a me 101,000 yuan/ton.Hoʻohālikelike ʻia me ka 97,000 yuan/ton a me 83,000 yuan/ton i ka hoʻomaka ʻana o Ianuali, he piʻi o 18% a me 22% pākahi.

Ma ke ʻano holoʻokoʻa, e hoʻomau ʻia ke kaulike ma waena o ka hoʻolako a me ka noi i ka wā pōkole.No nā hui waiwai, pehea e hōʻoia ai i ka hoʻolako ʻana o nā mea kūʻai aku e pili ana i ka hoʻomohala hoʻomau o nā makahiki e hiki mai ana.No ka meapākaukau mananā hui, pehea e hana ai i kahi hana maikaʻi i ka hoʻolako ʻana i ke kaulahao palekana I ka manawa like, e hoʻokō i nā pono o nā hui kaʻa a hoʻopau i nā mea kūʻai aku e hōʻemi i nā kumukūʻai, a hoʻāʻo i ka naʻauao a me ka noiʻi hoʻolālā a me ka hoʻoholo ʻana o kā lākou alakaʻi hui.

Ma kēia pōʻaiapili, ma Iulai 8-10, ka 2021 14th High-techBati LithiumE mālama ʻia ka ʻĀina Hui ma ka Wanda Realm Ningde R&F Hotel.ʻO ke poʻomanaʻo o ka piko ʻo "Opening a New Era of New Energy".

Ma luna o 500 luna nui o kapākahi lithiumʻO nā kaulahao ʻoihana mai nā kaʻa piha, nā lako, nā mea hana, ka hana hou ʻana, a me nā mea ʻē aʻe e hui pū e kūkākūkā i kahi au hou o ka ʻoihana ikehu hou ma lalo o ka pahuhopu o ka neutrality carbon.

Ua mālama pū ʻia ka piko e Ningde Times, GaogongBati Lithium, a me Ningde Municipal People's Government, a hui pū ʻia e ka Advanced Industry Research Institute a me Ningde Municipal Bureau of Industry and Information Technology.Hoʻonohonoho pū.

Pākuʻi manahoʻonui VS mea hōʻoia

ʻO ka ʻokoʻa loa me ka nele o ka hoʻolako ʻana i luna, ka hoʻonui ʻana o ka hikinā pila manake hooikaika nei.

Wahi a nā helu helu ʻole, mai 2021 a hiki i kēia manawa, nuipākaukau mananā hui e like me CATL, AVICBati Lithium,Honeycomb Energy, Guoxuan High-Tech, Yiwei Lithium Energy, BYD a me nā mea ʻē aʻepākaukau manaua hoʻolaha nā hui i ka hoʻonui ʻana me nā hoʻolālā hoʻopukapuka ʻoi aku ma mua o 240 biliona yuan.

Pono e hoʻomaopopo ʻia, ʻaʻole like me ka hoʻonui ʻana i nā makahiki i hala iho nei, kēia puni opākaukau manaUa hōʻike ʻia ka hoʻonui ʻana i nā hiʻohiʻona: ʻo ka mea mua, ʻo ke kino nui o ka hoʻonui ʻia ʻana ma ke poʻopākaukau manaʻoihana, a ʻo ka lua, ʻoi aku ka nui o ka nui o ka hoʻonui ʻana, ʻo ia hoʻi me nā haneli he 100 miliona.

I mea e hoʻokūpaʻa hou ai i ka hoʻolako ʻana i nā mea maka,pākaukau manake komo pū nei nā hui i ke kūkulu ʻana i nā "firewalls" palekana o ka waiwai.I waena o lākou, ʻaʻole i kaupalena ʻia i ke kūkulu ʻana iā ia iho, ke komo ʻana i ke kaulike, nā hui hui, mergers a me ka loaʻa ʻana, a me ke kau inoa ʻana i nā kauoha lōʻihi e laka i ka lako a me ke kumukūʻai o nā mea maka.

E lawe i ka CATL i laʻana.Hoʻokomo pololei a ʻaʻole pono ʻo CATL i nā ʻoihana ʻoi aku ma mua o 20, e uhi ana i nā wahi e like me ka lithium, cobalt, nickel, lithium carbonate/lithium hydroxide, nā mea maikaʻi a maikaʻi ʻole, nā electrolytes a me nā mea hoʻohui.Ma o nā paʻa ʻana, nā hui ʻana a me ka loaʻa ʻana, a me ka hoʻopaʻa hohonu ʻana e hoʻonui i ka mana o nā mea maka o luna o nā pā lithium.

I ka wā e hiki mai ana, ua paʻa pū ʻo CATL i ka lako electrolyte o Tinci Materials a me ke kumukūʻai o ka lithium hexafluorophosphate ma o nā kauoha lōʻihi a me nā uku mua e hōʻoia i ka hāʻawi ʻana i ka mana hana electrolyte a me ke kūpaʻa o nā kumukūʻai.No Tinci Materials, e hoʻopaʻa paʻa ʻia ka hoʻokuʻu ʻana o ka mana hana a me ka māhele mākeke.

Ma ka holoʻokoʻa, no kapākaukauʻO nā hui, ke kūkulu ʻana i kahi kaulahao lako mea paʻa e kōkua i kā lākou hoʻomohala kūpaʻa lōʻihi;no nā ʻoihana waiwai kūloko, hiki iā lākou ke loaʻa nā kauoha mai nā hui alakaʻi a i ʻole ke komo pū ʻana me nā ʻoihana alakaʻi.E loaʻa hou nā pōmaikaʻi i ka hoʻokūkū ʻoihana e hiki mai ana.

Hoʻonui nā ʻoihana waiwai i ka hana "kaua nui"

I mea e malama ai i ka hoonui ana opākaukau mananā hui a hopu i nā manawa mākeke nui i lawe ʻia e ka hoʻololi ʻana o ka ikehu honua, ke hoʻoikaika ikaika nei nā ʻoihana waiwai.

Ua ʻike ʻo Gaogong Lithium mai ka makahiki i hala aku nei, ʻo nā hui e hoʻolālā nei e hoʻomaka i ka hoʻonui ʻana i ke kahua o nā mea cathode me Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng First, Fengyuan Shares, Guoxuan High-Tech, Defang Nano a pela aku.

Ma ka ʻōlelo o nā anodes, ʻo Putailai, Shanshan, National Technology (Snow Industry), Zhongke Electric, Xiangfenghua, a me Kaijin Energy ke piʻi nei i ka hoʻolaha ʻana i ka hiki ke hana i nā mea anode a me ka hiki ke hana graphitization.

Ma ka manawa like, ua hui pū ʻo Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang New Materials, Longpan Technology, Sunward Intelligent, a me Huashun New Energy i kahi kahua hoʻonui anode material.

Ma nā ʻōlelo o nā diaphragms, ua hoʻolaha pū ʻo Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, a me Sinoma Technology i nā hoʻonui.

Ke hoʻomau nei ka lako, a ke hoʻomaka nei ka lithium hexafluorophosphate i kahi pōʻai hou o "ka nalu hoʻonui".Hoʻohui pū me nā mea Tinci, ʻenehana Yongtai, a me Duo Fluoride i hoʻonui i kā lākou mana hana o ka lithium hexafluorophosphate.

Ma ke ʻano o nā mea ʻē aʻe, ʻo ke alakaʻi keleawe keleawe ʻo Nordisk, ke alakaʻi ʻāpana structural ʻo Kodari, a me ke alakaʻi solvent electrolyte ʻo Shi Dashenghua e hoʻolalelale ana i ka hoʻolālā mana hana.

ʻO ka mea e pono ai e makaʻala inā loaʻa nā pilikia o nā ʻoihana me ka hoʻohālikelike ʻana i ka rhythm, hiki ke hoʻopuka, a me ka hōʻoia ʻana i ka maikaʻi i ka hui pū ʻana me nā mea kūʻai aku alakaʻi, he hopena maopopo ʻole ia i kā lākou hoʻomohala ʻana.

No laila, ʻo ka mālama ʻana i ka koi a me ke kani ʻana o nā ʻoihana poʻo pākaukau mana he mea koʻikoʻi ia no ka hoʻomohala ʻana o nā ʻoihana e hiki mai ana a loaʻa i kahi hopena koʻikoʻi i nā loli i ka hoʻolālā mākeke.