Binciken kasuwa na masana'antar batirin lithium kayan aikin wuta

Thebaturi lithiumda ake amfani da shi a kayan aikin wutar lantarki shine acylindrical lithiumbaturi.Ana amfani da batura don kayan aikin wutamanyan batura.Dangane da yanayin aikace-aikacen, ƙarfin baturi yana rufe 1Ah-4Ah, wanda 1Ah-3Ah ya fi girma.18650, kuma 4 Ah shine yafi21700.Abubuwan da ake buƙata na wutar lantarki sun bambanta daga 10A zuwa 30A, kuma ci gaba da zagayowar fitarwa shine sau 600.

A cewar Cibiyar Nazarin Masana'antu ta Jagora, kiyasin sararin kasuwa a shekarar 2020 ya kai yuan biliyan 15, kuma kasuwar gaba ta kai Yuan biliyan 22.Babban farashin guda ɗayabaturidon kayan aikin lantarki kusan yuan 11-16 ne.Idan aka yi la'akari da matsakaicin farashin raka'a na yuan 13 akan kowane baturi, an kiyasta cewa adadin tallace-tallace a shekarar 2020 zai kai kusan biliyan 1.16, kuma sararin kasuwa a shekarar 2020 zai kai yuan biliyan 15, kuma ana sa ran karuwar adadin zai kai kashi 10%. .Yankin kasuwa a shekarar 2024 ya kai yuan biliyan 22.

Adadin shigar kayan aikin wutar lantarki a halin yanzu ya wuce 50%.Baturin lithiumKudin yana lissafin 20% -30%.Dangane da wannan m lissafin, ta 2024, duniyabaturi lithiumkasuwar za ta kai akalla yuan biliyan 29.53-44.3.

Haɗa hanyoyin kimantawa na sama biyu, girman kasuwabatirin lithium don kayan aikin wutakusan biliyan 20 zuwa 30 ne.Ana iya ganin cewa idan aka kwatanta da batir lithium masu amfani da motocin lantarki, sararin kasuwa donbatirin lithiumdon kayan aikin lantarki yana da ƙananan ƙananan.

A cikin 2019, abubuwan da ke fitowa a duniyakayan aikin batirin lithiumya wuce raka'a miliyan 240.Na farkobatirin kayan aikin wutaana jigilar kusan raka'a biliyan 1.1 kowace shekara.

Karfin acell baturi dayaYa bambanta daga 5-9wh, yawancinsu shine 7.2wh.Ana iya ƙididdige cewa ƙarfin shigar yanzu nabatirin kayan aikin wutaya kai 8-9 Gwh.Cibiyar Nazarin Masana'antu ta Jagora tana tsammanin ƙarfin da aka sanya a cikin 2020 zai kasance kusa da 10Gwh.

The upstream ne tabbatacce electrode kayan, korau electrode kayan, electrolytes, separators, da dai sauransu Suppliers hada da Tianli Lithium Energy, Beterui, da dai sauransu.

Daga farkon watan Janairun 2021, saboda karuwar farashin albarkatun kasa, da yawabaturi cylindricalMasana'antu irin su Tianpeng da Penghui sun fara kara farashinsu.Ana iya ganin hakabaturi lithiumkamfanoni suna da wasu damar canja wurin farashi.
Downstream sune kamfanonin kayan aikin wutar lantarki, kamar: Innovation Technology Industry, Hitachi, Japan's Panasonic, METABO, Hilti, Ruiqi, Yexing Technology, Nanjing Deshuo, Bosch, Makita, Schneider, Stanley Black & Decker, da dai sauransu. in mun gwada da maida hankali.Tsarin farko shine TTI Innovation and Technology Industry, Stanley Black & Decker, da Bosch.A cikin 2018, rabon kasuwa na kamfanoni uku shine kusan 18-19%, kuma CR3 shine kusan 55%.Ana iya raba samfuran kayan aikin wutar lantarki zuwa ƙimar ƙwararru da ƙimar mabukaci.A cikin buƙatun ƙarshen buƙatun kayan aikin wutar lantarki, gine-ginen kasuwanci sun kai 15.94%, gine-ginen masana'antu sun kai 13.98%, kayan ado da injiniyoyi sun kai 9.02%, kuma gine-ginen zama sun kai 15.94%.8.13%, aikin injiniya ya kai 3.01%, nau'ikan buƙatu guda biyar sun kai jimlar 50.08%, kuma buƙatun da ke da alaƙa da gine-gine sun kai fiye da rabin.Ana iya ganin cewa ginin shine mafi mahimmancin filin aikace-aikacen tashar tashar jiragen ruwa da kuma tushen buƙata a kasuwar kayan aikin wutar lantarki.

Bugu da kari, Arewacin Amurka shine yanki mafi girman buƙatun kayan aikin wutar lantarki, wanda ke lissafin kashi 34% na tallace-tallacen kayan aikin wutar lantarki na duniya, kasuwannin Turai na 30%, da Turai da Amurka don jimlar 64%.Su ne manyan kasuwannin kayan aikin wutar lantarki guda biyu a duniya.Kasuwannin Turai da Amurka suna da kaso mafi girma na kasuwa na kayan aikin wutar lantarki a duniya saboda girman wurin zama na kowa da kowa da kuma mafi girman kudin shiga da za a iya zubarwa a duk duniya.Mafi girman wurin zama na kowane mutum ya ba da ƙarin sararin aikace-aikacen kayan aikin wutar lantarki, kuma ya ƙara haɓaka buƙatar kayan aikin wutar lantarki a kasuwannin Turai da Amurka.Babban matakin samun kudin shiga na kowane mutum yana nufin cewa masu amfani da Turai da Amurka suna da karfin siyayya, kuma suna iya siyan su.Tare da yarda da ikon siye, kasuwannin Turai da Amurka sun zama babbar kasuwar kayan aikin wutar lantarki a duniya.

Babban ribar riba na kamfanonin batir lithium kayan aikin wutar lantarki ya fi kashi 20%, kuma ribar riba kusan kashi 10%.Suna da halaye na yau da kullun na masana'antar kadara mai nauyi da manyan ƙayyadaddun kadara.Idan aka kwatanta da Intanet, barasa, amfani da sauran masana'antu, samun kuɗi ya fi wahala.

Gasar shimfidar wuri

Babban masu samar da kayayyaki nabatirin kayan aikin wutakamfanoni ne na Japan da Koriya.A cikin 2018, Samsung SDI, LG Chem, da Murata tare sun kasance kusan kashi 75% na kasuwa.Daga cikin su, Samsung SDI shine cikakken jagora, wanda ke lissafin kashi 45% na kasuwar duniya.

Daga cikinsu, kudaden shigar da Samsung SDI ke samu a kananan batir lithium ya kai kusan biliyan 6.

A cewar bayanai daga Advanced Industry Research Institute ofBatirin Lithium(GGII), kayan aikin wutar lantarkibaturi lithiumjigilar kayayyaki a cikin 2019 sun kasance 5.4GWh, haɓaka na 54.8% kowace shekara.Daga cikin su, Tianpeng Power (reshen Blue Lithium Core (SZ:002245)), Yiwei Lithium Energy, da Haisida sun kasance a matsayi na uku.

Sauran kamfanonin cikin gida sun hada da: Penghui Energy, Changhong Energy, Del Neng, Hooneng Co., Ltd., Ousai Energy, Tianhong Lithium Baturi,

Shandong Weida (002026), Hanchuan Intelligent, Kane, Far East, Guoxuan Hi-Tech, Lishen Baturi, da dai sauransu.

Mabuɗin abubuwan gasa

Yayin da ƙaddamar da masana'antar kayan aikin wutar lantarki ke ci gaba da karuwa, yana da matukar muhimmanci gakayan aikin wutar lantarki baturin lithiumkamfanoni don shigar da sarkar samar da kayayyaki na manyan manyan abokan ciniki.Bukatun manyan abokan ciniki donbatirin lithiumsune: babban abin dogaro, ƙarancin farashi, da isasshen ƙarfin samarwa.

Magana ta fasaha, Blue Lithium Core, Yiwei Lithium Energy, Haistar, Penghui Energy, da Changhong Energy duk na iya biyan bukatun manyan abokan ciniki, don haka mabuɗin shine sikelin.Manyan kamfanoni ne kawai za su iya ba da tabbacin samar da damar manyan abokan ciniki, ci gaba da rage farashi, samun riba mai yawa, sannan saka hannun jari a babban bincike da haɓaka don ci gaba da biyan sabbin buƙatun manyan abokan ciniki.

Ma'aunin samar da makamashin lithium na Yiwei shine guda 900,000 a kowace rana, Azure Lithium Core shine 800,000, Changhong Energy shine 400,000.Ana shigo da layukan da ake samarwa daga Japan da Koriya ta Kudu, musamman Koriya ta Kudu.

Matsayin atomatik na layin samarwa dole ne ya kasance mai girma, don haka daidaiton ingancin samfurin ya kasance mai girma, don shigar da tsarin samar da manyan abokan ciniki.

Da zarar an tabbatar da dangantakar wadata, ba za a yi canje-canje cikin sauƙi a cikin ɗan gajeren lokaci ba, kumabaturi lithiumKamfanonin da ke shiga sarkar samar da kayayyaki za su ci gaba da dorewar kason kasuwa na wani lokaci.Ɗauki TTI a matsayin misali, zaɓin mai ba da kayayyaki yana buƙatar yin bincike na 230, wanda ya ɗauki kusan shekaru 2.Duk sabbin masu samar da kayayyaki suna buƙatar tantance su ta hanyar ƙa'idodin muhalli da zamantakewa kuma a tabbatar da cewa ba a sami babban laifi ba.

Saboda haka, cikin gidakayan aikin wutar lantarki baturin lithiumkamfanoni suna matukar haɓaka ƙarfin samarwa da sikelin su, suna shigar da sarƙoƙi na manyan abokan ciniki kamar Black & Decker da TTI.

Direbobin aiki

Sauya kayan aikin lantarki yana da yawa akai-akai, kuma akwai buƙatar sauyawa a hannun jari.

Ƙara yawan rayuwar baturi na wasu kayan aikin lantarki ya ƙara yawanbaturi, a hankali yana tasowa daga igiyoyi 3 zuwa igiyoyi 6-10.

Adadin shigar kayan aikin wutar lantarki mara igiyar waya yana ci gaba da karuwa.

Idan aka kwatanta da kayan aikin wutar lantarki mara igiyar waya, kayan aikin wutar lantarki suna da fa'ida a bayyane: 1) Mai sassauƙa da šaukuwa.Tun da kayan aikin wutar lantarki mara igiyar waya ba su da igiyoyi kuma babu buƙatar dogaro da kayan wutar lantarki na taimako, kayan aikin igiya suna ba da ƙarin sassauci da ɗaukar nauyi;2) Tsaro, lokacin aiki akan ayyuka da yawa ko a cikin ƙananan wurare, kayan aiki marasa igiya suna ba wa masu amfani damar motsawa cikin yardar kaina ba tare da raguwa ko haɗa wayoyi ba.Musamman ga kamfanoni ko ƴan kwangila waɗanda ke buƙatar yawo a kusa da wurin ginin akai-akai, batutuwan tsaro suna da mahimmanci;3) Sauƙi don adanawa, kayan aikin wuta marasa igiya yawanci suna da sauƙin adanawa fiye da kayan aikin waya, ƙwanƙwasa igiya, saws, da masu tasiri za a iya sanya su A cikin ɗigo da ɗakunan ajiya, yawanci ana samun kwantena daban don adana kayan aikin da batura masu haɗe;4) Hayaniyar ƙarami ne, gurɓataccen gurɓataccen abu ya ragu, kuma lokacin aiki ya fi tsayi.

A cikin 2018, ƙimar shigar da wutar lantarki mara igiyar ruwa ya kasance 38%, kuma ma'aunin ya kasance dalar Amurka biliyan 17.1;a 2019, ya kasance 40%, kuma sikelin ya kasance dalar Amurka biliyan 18.4.Tare da ci gaban fasahar baturi da injin mota da raguwar farashi, ƙimar shigar da mara waya ta gaba zai kiyaye saurin haɓaka haɓakawa, wanda zai haifar da buƙatar maye gurbin mabukaci, kuma matsakaicin matsakaicin farashin kayan aikin wuta mara igiyar zai taimaka faɗaɗa kasuwa.

Idan aka kwatanta da gabaɗayan kayan aikin wutar lantarki, ƙimar shigar mara waya na manyan kayan lantarki har yanzu yana da ɗan ƙaranci.A cikin 2019, ƙimar shigar da waya ta manyan kayan lantarki ya kasance 13% kawai, kuma girman kasuwa ya kasance dalar Amurka biliyan 4.366 kawai.Large-sikelin lantarki kayan aiki ne kullum ya fi girma kuma yana da iko mafi girma, kuma yawanci yana da takamaiman manufarsa, kamar gas-powered high-pressure cleaners, frame inverters, lake deicers, da dai sauransu Akwai manyan dalilai guda biyu na low cordless shigar azzakari cikin farji kudi na. manyan kayan aikin lantarki: 1) Abubuwan buƙatu mafi girma don ƙarfin fitarwar baturi da ƙarfin kuzari, ƙarin tsarin batir mai rikitarwa da garantin aminci mai ƙarfi, yana haifar da matsalolin fasaha da matsalolin fasaha don manyan kayan lantarki marasa igiya Kuɗin yana da inganci;2) A halin yanzu, manyan masana'antun ba su la'akari da manyan na'urorin lantarki marasa igiya a matsayin mayar da hankali ga bincike da ci gaba.Ko da yake, tare da haɓakar sabbin motocin makamashi a cikin 'yan shekarun nan, fasahar manyan batura masu ƙarfi ta sami ci gaba sosai, kuma har yanzu akwai ɗaki mai yawa don shigar da manyan na'urorin lantarki marasa igiya a nan gaba.

Canjin cikin gida: Masana'antun cikin gida suna da fa'idodin tsadar gaske.A ƙarƙashin bangon babu bambance-bambance masu mahimmanci a cikin fasaha, maye gurbin gida ya zama yanayin.

A cikin 'yan shekarun nan, na gida Yiwei Lithium Energy da Tianpeng sun shiga cikin jerin samar da kayayyaki na farko-layi kamar TTI da Ba & Decker.Babban dalilan shine 1) A matakin fasaha, masana'antun gida ba su da nisa daga Japan da manyan kamfanoni na Koriya ta Kudu, kuma kayan aikin wutar lantarki suna da yanayin aikace-aikacen musamman., Yana kaiwa ga buƙatar caji da sauri da sauri, don hakamanyan baturaana bukata.A baya, kamfanonin Japan da Koriya suna da wasu fa'idodi a cikin tarinmanyan batura.Koyaya, kamar yadda kamfanonin cikin gida suka karya ta hanyar 20A fitarwa a halin yanzu a cikin 'yan shekarun nan, matakin fasaha ya cika.Don saduwa da ainihin bukatun kayan aikin wutar lantarki, kayan aikin wutar lantarki sun shiga mataki na gasar farashi.

2) Farashin cikin gida yana da ƙasa sosai fiye da na masana'antun ketare.Amfanin farashin zai taimaka wa masana'antun cikin gida su ci gaba da karbe hannun jarin Japan da Koriya ta Kudu.Daga bangaren farashin, farashin farashin kayayyakin Tianpeng shine yuan 8-13 / yanki, yayin da rukunin farashin Samsung SDI ya kasance 11. -18 yuan / yanki, daidai da kwatancen samfuran iri ɗaya, farashin Tianpeng. ya ragu da kashi 20% fiye da na Samsung SDI.

Baya ga TTI, Black & Decker, Bosch, da dai sauransu a halin yanzu suna haɓaka ƙaddamar da tabbaci da gabatarwar.baturi cylindricala kasar Sin.Dangane da ci gaban ci gaban masana'antar tantanin halitta na cikin gida a fagenKwayoyin cylindrical masu girma, kuma tare da cikakkun fa'idodin aiki, sikeli, da farashi, zaɓin babban kayan aikin wutar lantarki na sarkar samar da tantanin halitta ya juya a fili zuwa China.

A cikin 2020, saboda tasirin sabon nau'in ciwon huhu na coronavirus, ƙarfin samar da batir na Japan da Koriya ta Kudu bai wadatar ba, wanda ke haifar da ƙarancin cutar.cylindrical li-ion baturi lithium-ionwadatar kasuwa, da komawa cikin gida zuwa ga al'ada a baya, ikon samar da kayan aiki na iya daidaita gibin da ya dace, da hanzarta aiwatar da canji na cikin gida.

Bugu da ƙari, haɓakar masana'antar kayan aikin wutar lantarki yana da alaƙa da alaƙa da bayanan gidaje na Arewacin Amurka.Tun farkon shekarar 2019, kasuwar gidaje ta Arewacin Amurka ta ci gaba da yin zafi, kuma ana sa ran cewa Arewacin Amurka bukatar kayan aikin wutar lantarki zai kasance mai girma a cikin 2021-2022.Bugu da kari, bayan daidaitawar yanayi a watan Disamba 2020, yawan siyar da kayayyaki-zuwa-tallace-tallace na dillalan Arewacin Amurka shine kawai 1.28, wanda yayi ƙasa da ƙayyadaddun amincin tarihi na 1.3-1.5, wanda zai buɗe buƙatar sakewa.

Kasuwar gidaje ta Amurka tana cikin ci gaba, wanda zai haifar da bukatar kayan aikin wutar lantarki a kasuwar Arewacin Amurka.Farashin jinginar gidaje na Amurka yana kan matakin ƙasa a tarihi, kuma za a ci gaba da bunƙasa a kasuwar gidaje ta Amurka.Ɗauki ƙayyadadden lamunin jinginar ruwa na shekara 30 a matsayin misali.A cikin 2020, saboda tasirin sabon annobar cutar kambi, Tarayyar Tarayya ta aiwatar da manufofin sa hannun jari.Ƙimar mafi ƙanƙanta na lamunin lamunin ƙima na tsawon shekaru 30 ya kai kashi 2.65%, ƙaramin rikodin.An yi kiyasin cewa adadin sabbin gidaje masu zaman kansu da aka gina a Amurka na iya wuce miliyan 2.5, wanda ya yi yawa.

Ƙarshen buƙatu da sake zagayowar ƙididdiga masu alaƙa da kadarori na haɓaka sama, wanda zai haifar da buƙatar kayan aikin wutar lantarki da ƙarfi, kuma kamfanonin kayan aikin wutar lantarki za su amfana da yawa daga wannan zagayowar.Haɓakar kamfanonin kayan aikin wutar lantarki kuma za ta ƙarfafa kamfanonin batirin lithium mai ƙarfi.

A taƙaice, dakayan aikin wutar lantarki baturin lithiumana sa ran za a samu ci gaba a cikin shekaru uku masu zuwa, kuma manyan na cikin gida za su ci gajiyar maye gurbin na gida: Yiwei Lithium Energy, Azure Lithium Core, Haistar, Changhong Energy, da dai sauransu. Yiwei Lithium Energy da sauran kasuwancin batirin lithium kamar su.baturan wutakuma suna da kyakkyawan fata.Kamfanin yana da fa'idodin fasaha da ma'auni, ƙwaƙƙwaran dabarun hangen nesa, da fa'idodin gasa a bayyane.Duk da cewa bangaren batirin lithium yana girma sosai, akwai kuma LEDs da karafa.Kasuwancin dabaru, kasuwancin yana da rikitarwa;Har yanzu ba a jera Haistar ba;Makamashi na Changhong yana da ɗan ƙarami a cikin zaɓaɓɓen Layer na Sabon Kwamitin Na Uku, amma ya girma cikin sauri;baya ga kasuwancin baturi na lithium, fiye da rabi sune busassun batura na alkaline, kuma ci gaban yana da kyau., Yiwuwar canja wurin IPO a nan gaba yana da girma sosai.