kupererwa nedura!Kuwedzera mutengo!Nzira yekugadzira cheni yekugovera "firewall" yemabhatiri emagetsi

Inzwi re "kunze kwekutengesa" uye "kuwedzera kwemutengo" inoenderera mberi imwe pashure peimwe, uye kuchengetedzwa kweketani yekugovera kwakava dambudziko guru pakusunungurwa kwezvino.simba bhatirikukwanisa kugadzira.

Kubva muhafu yechipiri ya2020, musika mutsva wemotokari weChina wakachengeta tsika yekukura kukuru.Muna 2021, musika ucharamba uchichengeta mwero wepamusoro webudiriro.Kubva munaNdira kusvika muna Chivabvu, kugadzirwa uye kutengeswa kwemotokari nyowani dzakawedzera ne228% uye 229% gore-pagore, uye chiyero chekupinda mumusika chakawedzera kusvika 8.8%.

Inotungamirirwa nemusika wakasimba wekuda, simba rekugadzira remusoromabhatiri emagetsiyakatambanudzwa.Iyo yekumusoro yezvigadzirwa zvinosanganisira lithium munyu, electrolytic cobalt,lithium iron phosphate, electrolyte (kusanganisira lithium hexafluorophosphate, VC solvent, nezvimwewo), foil yemhangura, nezvimwewo yakawedzera kugovera uye kudiwa kwegap, uye mutengo wakaramba uchikwira..

Pakati pavo,bhatiri-grade lithium carbonate yasvika 88,000 yuan / ton, uye iri kushanda pamwero wepamusoro.Ikozvino misika uye mutengo uri mune imwe nzira yakagadzikana, uye kugovera kuchiri kusati kwasununguka.

Indasitiri kudiwa kwelithium iron phosphateyakaramba yakasimba kubva muna Gumiguru gore rapfuura.Mutengo patani wakawedzera kubva panhoroondo yakaderera ye32,000 yuan/ton, uye wakawedzera kusvika ku52,000 yuan/ton, nekuwedzera kwe62.5% kubva pasi.

Indasitiri data inoratidza kuti muna Chivabvu gore rino, vepambasimba bhatirikubuda kwakasvika 13.8GWh, gore negore kuwedzera kwe165.8%, iyo yakabudalithium iron phosphate mabhatiriyaive 8.8GWh, ichipfuura kubuda pamwedzi kweli-ion lithium mabhatiriye5GWh kekutanga gore rino.Hazvirambidzwe kuti kubuda kwelithium iron phosphate mabhatiriichapfuura iyo yeli-ion mabhatirigore rino.

Mutengo welithium hexafluorophosphate wakakwirawo, uchirova 4-gore yakakwirira.Mutengo wemusika wazvino wasvika 315,000 yuan/ton, kuwedzera kwe200% kubva pakutanga kwegore 105,000-115,000 yuan/ton, uye mutengo wacho unotova pedyo neavhareji mutengo we85,000 yuan muchikamu chechitatu chegore rapfuura.4 times the ton.

kupererwa nedura!Kuwedzera mutengo!Nzira yekugadzira cheni yekugovera "firewall" yemabhatiri emagetsiParizvino, indasitiri yelithium hexafluorophosphate yadonha kusvika padanho rakaderera mumakore achangopfuura, uye mamwe makambani ekugadzira akaenderera mberi nekusvika kuzere.Mazhinji makambani akatozadza maodha avo munaChikumi, uye mashandiro eindasitiri iyi adarika 80%.

Mutengo weVC solvent (vinylene carbonate), iyo yakadzipa zvakananga huro yemagetsi ekugadzira electrolyte, yakakwira kusvika pa270,000 yuan/ton, kuwedzera kwe68% -80% kubva paavhareji mutengo wemusika we150,000 kusvika 160,000 yuan gore rapfuura.Paitove nekagap kekugovera kwekanguva.

Mutongo weindasitiri ndewekuti kana mutengo weVC solvents uchizokwira zvakanyanya zvinoenderana nekuwanikwa kwemusika uye kudiwa.Ikozvino gap rekupa rinoramba richiwedzera.Munguva inotevera, makambani mazhinji madiki uye epakati nepakati electrolyte anogona kusakwanisa kuwana zvinhu.Zvinotarisirwa kuti iyo yakasimba yeVC ichaenderera mberi kusvika hafu yekutanga yegore rinouya..

Pamusoro pezvo, kukwira kwemitengo yemhangura uye mari yekugadzira zvakakwidzawo mutengo welithium bhatirifoil yemhangura.Kubva muna Kubvumbi 25, avhareji mutengo we6μm yemhangura foil uye 8μm yemhangura foil mu.lithium bhatirifoil yemhangura yakakwira kusvika pa114,000 yuan/ton uye 101,000 yuan/ton zvichiteerana.Zvichienzaniswa ne97,000 yuan/ton uye 83,000 yuan/ton pakutanga kwaNdira, kuwedzera kwe18% ne22% zvichiteerana.

Pakazara, kusaenzana pakati pekupa uye kudiwa kunoenderera mberi munguva pfupi.Kune makambani ezvekushandisa, maitiro ekuona kuti kuwanikwa kwevatengi vepakati kune hukama nekusimudzira kwakasimba kwemakore mashoma anotevera.Forsimba bhatirimakambani, maitiro ekuita basa rakanaka mukuchengetedzwa kweketani Panguva imwecheteyo, inogutsa zvinodiwa nemakambani emotokari uye kugumisa vatengi kuderedza mari, uye inoedza huchenjeri nekutsvaga kwekutsvaga uye kutonga kwevatungamiri vemakambani avo.

Muchirevo chechinyorwa ichi, muna Chikunguru 8-10, iyo 2021 14th High-techLithium BatteryIndasitiri Summit ichaitirwa paWanda Realm Ningde R&F Hotel.Dingindira remusangano uyu rinoti “Kuvhura Nguva Itsva Yesimba Idzva”.

Vanopfuura 500 vakuru vakuru velithium bhatiriindasitiri cheni kubva kumota dzakakwana, zvishandiso, zvishandiso, kudzokorodza, nezvimwe zvichaungana pamwechete kuti vakurukure nguva itsva yeindasitiri yesimba idzva pasi pechinangwa chekusarerekera kabhoni.

Musangano uyu wakakokerwa neNingde Times, GaogongLithium Battery, uye Ningde Municipal People's Government, uye yakarongeka pamwe chete neAdvanced Industry Research Institute uye Ningde Municipal Bureau yeIndasitiri uye Information Technology.Kubatanidzwa.

Simba bhatirikuwedzera VS zvinhu vimbiso

Mukusiyana zvakanyanya nekushomeka kwekupa kumusoro kwemvura, kuwedzera kwesimba kwemabhatiri emagetsiichiri kukurumidza.

Zvinoenderana nehuwandu husina kukwana, kubva 2021 kusvika ikozvino, akawandasimba bhatirimakambani akadai seCATL, AVICLithium Battery,Huchi Simba, Guoxuan High-Tech, Yiwei Lithium Energy, BYD nezvimwe.simba bhatirimakambani akazivisa kuwedzera nezvirongwa zvekudyara zvinodarika 240 bhiriyoni yuan.

Zvakakosha kuziva kuti, kusiyana nekuwedzera mumakore mashoma apfuura, iyi kutenderera kwesimba bhatiriKuwedzera kwesimba kwakaratidza maitiro akajeka: kutanga, muviri mukuru wekuwedzera wakaiswa mumusorosimba bhatirimakambani, uye chechipiri ndechekuti chiyero chekuwedzera chakakura zvakanyanya, kunyanya nemazana eChikwata i100 miriyoni.

Kuti uenderere mberi nekudzikamisa kupihwa kwezvinhu zvakabikwa,simba bhatirimakambani ari kuitawo kushingaira mukuvaka kwekukwira kwezvinhu zvekuchengetedza "firewalls".Pakati pavo, hazvigumiri pakuzvivaka, kubatanidzwa kwekuenzanisa, kudyidzana, kubatanidzwa uye kutora, uye kusaina kwemirairo yenguva refu yekuvhara mukugovera uye mutengo wezvigadzirwa.

Tora CATL semuenzaniso.CATL yakananga kana zvisina kunanga inobatanidzwa mumakambani anopfuura makumi maviri ekukwira kumusoro, achivhara nzvimbo dzakadai se lithium, cobalt, nickel, lithium carbonate / lithium hydroxide, zvinhu zvakanaka uye zvisina kunaka, electrolytes uye additives.Kuburikidza nekubata, kusanganisa uye kutora, uye zvakadzika kusungirira kudzamisa kutonga kwekumusoro kwemvura mbishi mabhatiri e lithium.

Munguva pfupi iri kutevera, CATL yakavharirawo mukupihwa kwe electrolyte kweTinci Materials uye mutengo welithium hexafluorophosphate kuburikidza nemirairo yenguva refu uye kubhadharwa kwepamberi kuti ive nechokwadi chekupihwa kwemagetsi ekugadzira emagetsi uye kugadzikana kwemitengo.ZveTinci Zvishandiso, iyo inotevera kuburitswa kwehuwandu hwekugadzira uye mugove wemusika uchave wakavimbiswawo zvakasimba.

Pakazara, kunebhatirimakambani, kuvaka simbi yakasimba yekugovera cheni ichabatsira yavo yenguva refu yakagadzikana budiriro;kumakambani emidziyo yemumba, vanogona kuwana maodha kubva kumakambani anotungamira kana kutora chikamu mukubatana nemakambani anotungamira.Ichava nezvakawanda zvakanaka mumakwikwi eindasitiri anotevera.

Makambani ezvekushandisa anowedzera kugadzirwa "hondo huru"

Kuti uenderane nekuwedzera kwesimba bhatirimakambani uye kubata mikana mikuru yemusika inounzwa neshanduko yesimba repasi rose, makambani ezvekushandisa ari kushingairira kuendesa hunyanzvi hwekuwedzera.

Gaogong Lithium yakaona kuti kubvira gore rapfuura, makambani ari kuronga kutanga kuwedzera mumunda wezvinhu zvecathode anosanganisira Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng Kutanga, Fengyuan Shares, Guoxuan High-Tech, Defang. Nano uye zvichingodaro.

Panyaya yeanodes, Putailai, Shanshan, National Technology (Snow Indasitiri), Zhongke Electric, Xiangfenghua, uye Kaijin Energy vese vari kuwedzera kuendeswa kweanode zvinhu kugadzirwa kwesimba uye graphitization kugadzirisa kugona.

Panguva imwecheteyo, Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang New Materials, Longpan Technology, Sunward Intelligent, uye Huashun New Energy vakapindawo mumusasa wekuwedzera weanode.

Panyaya yemadiaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, uye Sinoma Technology vakazivisawo kuwedzera.

Kugovera kunoramba kuchiomesa, uye lithium hexafluorophosphate iri kuunzawo kutenderera kutsva kwe "expansion wave".Kusanganisira Tinci Materials, Yongtai Technology, uye Duo Fluoride vakawedzera kugadzirwa kwavo kwe lithium hexafluorophosphate.

Panyaya yezvimwe zvinhu, mutungamiri wemhangura foil Nordisk, mutungamiri wechikamu chechimiro Kodari, uye mutungamiri we electrolyte solvent Shi Dashenghua vari kumhanyisa kugadzirwa kwesimba.

Chinoda kusvinura ndechekuti kana makambani ezvekushandisa aine matambudziko nekufananidza rhythm, kugona kuburitsa, uye kuvimbiswa kwemhando mukubatana nevatengi vanotungamira, zvinova nemhedzisiro isina chokwadi pakukura kwavo kunotevera.

Naizvozvo, kuenderana nezvinodiwa uye rhythm yemagetsi bhatiri musoro makambani kuchave kwakakosha kune ramangwana kusimudzira kwemakambani ezvekushandisa uye kuchave nekukanganisa kwakadzama pakuchinja kwemusika chimiro.