daga stock!Haɓaka farashi!Yadda za a gina sarkar samar da "firewall" donbaturan wuta

Sautin "daga hannun jari" da "farashin farashi" yana ci gaba da ci gaba daya bayan daya, kuma amincin tsarin samar da kayayyaki ya zama babban kalubale ga sakin halin yanzu.baturi mai ƙarfiiya aiki.

Tun daga rabin na biyu na shekarar 2020, sabuwar kasuwar motocin makamashi ta kasar Sin ta ci gaba da samun ci gaba mai girma.A cikin 2021, kasuwa za ta ci gaba da kiyaye babban matakin wadata.Daga watan Janairu zuwa Mayu, samarwa da siyar da sabbin motocin makamashi ya karu da kashi 228% da 229% a duk shekara, kuma adadin shigar kasuwa ya karu zuwa 8.8%.

Ƙaddamar da buƙatun kasuwa mai ƙarfi, ƙarfin samar da kaibaturan wutaan mike.Abubuwan da ke sama sun haɗa da gishiri lithium, cobalt electrolytic,lithium irin phosphate, electrolyte (ciki har da lithium hexafluorophosphate, VC sauran ƙarfi, da dai sauransu), tagulla foil, da dai sauransu sun fadada wadata da buƙatu tazarar, kuma farashin ya ci gaba da tashi..

Tsakanin su,baturi-grade lithium carbonate ya kai 88,000 yuan/ton, kuma yana aiki a babban matakin.Kasuwa na yanzu da farashin suna cikin ingantacciyar yanayin kwanciyar hankali, kuma wadatar ba ta kwance ba.

Bukatar masana'antu don lIron phosphateya kasance mai karfi tun watan Oktobar bara.Farashin kowace ton ya sake dawowa daga matsayin tarihi na yuan 32,000, kuma ya koma yuan 52,000, tare da karuwar 62.5% tun daga kasa.

Bayanan masana'antu sun nuna cewa a cikin watan Mayun bana, cikin gidabaturi mai ƙarfiYawan abin da aka fitar ya kai 13.8GWh, wanda ya karu da kashi 165.8 a duk shekara, wanda aka samulithium iron phosphate baturaya kasance 8.8GWh, wanda ya zarce abin da ake fitarwa kowane watabatirin lithium li-ionna 5GWh a karon farko a wannan shekara.Ba a yanke hukuncin cewa fitarwa nalithium iron phosphate baturazai zarce nabatirin li-ionwannan shekara.

Farashin lithium hexafluorophosphate shi ma ya yi tashin gwauron zabo, wanda ya kai shekaru 4 mai tsayi.Sabon farashin kasuwa ya kai yuan 315,000, wanda ya karu da kashi 200% daga farkon shekarar 105,000-115,000 yuan/ton, kuma farashin ya ma kusa da matsakaicin farashin yuan 85,000 a cikin kwata na uku na bara.4 sau ton.

daga stock!Haɓaka farashi!Yadda za a gina sarkar samar da "firewall" donbaturan wutaA halin yanzu, lissafin masana'antar lithium hexafluorophosphate ya ragu zuwa matsayi mafi ƙanƙanci a cikin 'yan shekarun nan, kuma wasu kamfanonin samar da kayayyaki sun ci gaba da kai ga ci gaba.Yawancin kamfanoni sun riga sun cika odar su a watan Yuni, kuma yawan ayyukan masana'antar ya wuce 80%.

Farashin VC sauran ƙarfi (vinylene carbonate), wanda kai tsaye shake makogwaro na electrolyte iya aiki, ya tashi zuwa 270,000 yuan / ton, wani karuwa na 68% -80% daga matsakaicin farashin kasuwa na 150,000 zuwa 160,000 yuan a bara.Har ma akwai gibin kayan aiki na ɗan lokaci.

Hukuncin masana'antar shine ko farashin VC zai kara tashi ya dogara da wadatar kasuwa da bukatar.Gibin samar da kayayyaki na yanzu yana ci gaba da fadada.A cikin lokaci na gaba, yawancin kanana da matsakaitan kamfanonin lantarki na iya kasa samun kayan.Ana sa ran za a ci gaba da samar da VC mai tsauri har zuwa rabin farkon shekara mai zuwa..

Bugu da kari, hauhawar farashin tagulla da kuma kudaden sarrafawa suma sun tayar da farashinbaturi lithiumtsare tagulla.Tun daga ranar 25 ga Afrilu, matsakaicin farashin 6μm tagulla foil da 8μm tagulla a cikibaturi lithiumBakin jan karfe ya tashi zuwa yuan 114,000 da yuan 101,000 bi da bi.Idan aka kwatanta da yuan 97,000 da yuan 83,000 a farkon watan Janairu, karuwar da kashi 18% da 22% bi da bi.

Gabaɗaya, rashin daidaituwa tsakanin wadata da buƙata zai ci gaba a cikin ɗan gajeren lokaci.Ga kamfanonin kayan, yadda za a tabbatar da samar da manyan abokan ciniki yana da alaƙa da ci gaba mai dorewa na shekaru masu zuwa.Dominbaturi mai ƙarfikamfanoni, yadda za a yi aiki mai kyau a cikin tsaro na samar da kayayyaki A lokaci guda kuma, yana biyan bukatun kamfanonin motoci da kuma ƙare abokan ciniki don rage farashi, da kuma gwada hikimar bincike da dabarun bincike da yanke hukunci na shugabannin kamfanoni.

A cikin wannan mahallin, a kan Yuli 8-10, 2021 14th High-techBatirin LithiumZa a gudanar da taron masana'antu a otal din Wanda Realm Ningde R&F.Taken taron shine "Bude Sabon Zamani na Sabon Makamashi".

Sama da manyan jami'ai 500 nabaturi lithiumsarkar masana'antu daga cikakkun motoci, kayan aiki, kayan aiki, sake yin amfani da su, da dai sauransu za su taru don tattaunawa kan sabon zamani na sabbin masana'antar makamashi a karkashin manufar tsaka tsakin carbon.

Ningde Times, Gaogong ne ya dauki nauyin taronBatirin Lithium, da Ningde Municipal People's Government, da kuma hadin gwiwa shirya da Advanced Industry Research Institute da Ningde Municipal Ofishin Masana'antu da Fasahar Watsa Labarai.hadin gwiwa.

Baturi mai ƙarfifadada VS kayan garanti

Bambance-bambancen kaifi da ƙarancin wadatar sama, ƙarfin faɗaɗawabaturan wutahar yanzu yana kara sauri.

Dangane da kididdigar da ba ta cika ba, daga 2021 zuwa yanzu, da yawabaturi mai ƙarfikamfanoni kamar CATL, AVICBatirin Lithium,Makamar saƙar zuma, Guoxuan High-Tech, Yiwei Lithium Energy, BYD da sauran subaturi mai ƙarfiKamfanoni sun ba da sanarwar fadadawa tare da tsare-tsaren zuba jari na sama da yuan biliyan 240.

Ya kamata a lura da cewa, sabanin fadada a cikin 'yan shekarun nan, wannan zagaye nabaturi mai ƙarfihaɓaka iya aiki ya nuna halaye na zahiri: na farko, babban jikin haɓaka yana mai da hankali a kaibaturi mai ƙarfikamfanoni, kuma na biyu shi ne cewa ma'auni na fadada ya fi girma, m tare da daruruwan The unit ne 100 miliyan.

Domin kara tabbatar da samar da albarkatun kasa.baturi mai ƙarfiKamfanoni kuma suna taka rawar gani sosai a cikin ginin kayan tsaro na “firewalls”.Daga cikin su, ba'a iyakance ga gina kai ba, haɗin kai na adalci, hada-hadar haɗin gwiwa, haɗaka da saye, da kuma sanya hannu kan umarni na dogon lokaci don kulle kayan aiki da farashin albarkatun kasa.

Ɗauki CATL a matsayin misali.CATL kai tsaye ko a kaikaice yana shiga cikin kamfanoni sama da 20 na sama sama, suna rufe wuraren kamar lithium, cobalt, nickel, lithium carbonate / lithium hydroxide, abubuwa masu kyau da mara kyau, electrolytes da ƙari.Ta hanyar rikodi, haɗe-haɗe da saye, da ɗaure mai zurfi don zurfafa sarrafa albarkatun albarkatun batir lithium.

A nan gaba, CATL ta kuma kulle a cikin samar da lantarki na Tinci Materials da farashin lithium hexafluorophosphate ta hanyar umarni na dogon lokaci da kuma biyan kuɗi na gaba don tabbatar da samar da ƙarfin samar da lantarki da kwanciyar hankali na farashin.Don Kayayyakin Tinci, sakin na gaba na iya samarwa da rabon kasuwa shima za a ba da garantin gaske.

Gabaɗaya, donbaturikamfanoni, gina ingantaccen tsarin samar da kayan aiki zai taimaka wa ci gaban kwanciyar hankali na dogon lokaci;ga kamfanonin kayan cikin gida, za su iya samun umarni daga manyan kamfanoni ko shiga cikin haɗin gwiwa tare da manyan kamfanoni.Zai sami ƙarin fa'ida a gasar masana'antu na gaba.

Kamfanonin kayan aiki suna haɓaka samarwa "babban yaƙi"

Domin ci gaba da fadadawabaturi mai ƙarfiKamfanoni kuma sun fahimci babbar damar kasuwa ta hanyar canjin makamashi na duniya, kamfanonin kayan aiki kuma suna tura haɓaka iya aiki.

Gaogong Lithium ya lura cewa tun a shekarar da ta gabata, kamfanonin da ke shirin fara fadadawa a fannin kayan aikin cathode sun hada da Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng First, Fengyuan Shares, Guoxuan High-Tech, Defang Nano da sauransu.

Game da anodes, Putailai, Shanshan, National Technology (Snow Industry), Zhongke Electric, Xiangfenghua, da Kaijin Energy duk suna kara tura na anode abu iya aiki da graphitization iya aiki.

A lokaci guda, Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang Sabbin Kayayyaki, Longpan Technology, Sunward Intelligent, da Huashun New Energy suma sun shiga sansanin fadada kayan anode.

Dangane da diaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, da Fasahar Sinoma sun kuma ba da sanarwar fadadawa.

Ana ci gaba da samar da kayayyaki, kuma lithium hexafluorophosphate shima yana haifar da wani sabon zagaye na “faɗawa kalaman”.Ciki har da Kayayyakin Tinci, Fasahar Yongtai, da Duo Fluoride sun ƙara ƙarfin samar da lithium hexafluorophosphate.

Dangane da sauran kayan, shugaban foil na jan ƙarfe Nordisk, jagoran ɓangaren tsarin Kodari, da jagoran kaushi na electrolyte Shi Dashengua suma suna haɓaka tsarin iya samarwa.

Abin da ya kamata a yi taka tsantsan shi ne cewa idan kamfanonin kayan suna da matsala tare da daidaita sauti, iyawar bayarwa, da tabbatar da inganci tare da manyan abokan ciniki, zai sami tasiri mara tabbas kan ci gaban su na gaba.

Sabili da haka, kiyaye buƙatu da haɓakar kamfanonin manyan batir ɗin wutar lantarki zai zama mahimmanci ga ci gaban kamfanonin kayan aiki a nan gaba kuma zai yi tasiri sosai kan sauye-sauyen tsarin kasuwa.