n 2022, uchatshazelwa yimiba efana nobhubhane wasekhaya kunye nokunyuka kwamaxabiso aphesheya kweelwandle, imfuno yeekhemikhali zoxinzelelo lwexesha elifutshane, kunye nabavelisi basekhaya banoxinzelelo lwe-inventory kwixesha elifutshane.Kwangaxeshanye, isiphithiphithi semeko yezizwe ngezizwe satyhala umgangatho ophezulu wokusebenza kwamaxabiso amakhulu amandla, nto leyo ebangele uxinzelelo oluthile ekupheleni kweendleko.Kukho umahluko ocacileyo.Ezinye izinto ziye zahlelwa kwaye zafumanisa ukuba kwiminyaka emibini edlulileyo, amaxabiso ezinye iimveliso ziye zanyuka nge-700%, kwaye indawo yemarike iqhubekile yanda.Ndijonge phambili ku-2023, liphi ithuba?
I 700% kwandiswe kwiminyaka emibini, ii-odolo zezinto ezingasetyenziswanga zicwangciselwe unyaka ozayo
LithiumHiydroxide: abavelisi abaninzi abasezantsi baxhwithekile
Ngaphantsi kwemeko yemarike yokubonelela okuqinileyo kunye nemfuno, i-lithium hydroxide yahluthwa ngabavelisi abasezantsi.
Iqela le-Yahua libhengeze ukuba i-subsidiary yenkampani epheleleyo ye-Yahua Lithium (Ya'an) kunye ne-SK ye-Aisi Kai New Energy (i-Shanghai) isayine isivumelwano sokubonelela ngebhetri -level lithium hydroxide.I-Ya'an Lithium iqinisekisa ukuba ukusuka kwi-2023 ukuya kwi-2025, ibonelela ngeemveliso ezivela e-Aisi, kunye nokunikezelwa kweetoni ezingama-20,000 ukuya kwi-30,000.
U-Aiscai uphinde watyikitya "iSivumelwano soThengiso (2023-2025)" kunye neTianyi Lithium kunye neSichuan Tianhua ukuthengisa ibhetri ye-lithium hydroxide yeemveliso kwi-Aiskai ekuqaleni kwe-2023, phantsi kwayo isivumelwano sibonelela ngokuhanjiswa okufanayo inyanga nenyanga kunye nokuthunyelwa ngonyaka okungadluliyo iyonke. imali ekuvunyelwene ngayo kwikhontrakthi (ngaphakathi kwe-±10%).
Ukongeza kwiinkampani zebhetri, iinkampani zeemoto zikwakhuphisana nge-lithium hydrogen oxide.UMercedes-Benz ubhengeze isivumelwano kunye neCanada-Germany Rock Tech Lithium.Ngokomyinge, owokuqala uya kuthenga iitoni ze-10,000 ze-lithium hydroxide yebhetri-grade ukusuka ekupheleni konyaka ngamnye, kunye nesikali sokuthengiselana kwe-1.5 yebhiliyoni ye-euro.I-GM kunye ne-LIG Amandla amatsha kunye neLithium Technology Company i-Lithium isayine iminyaka emininzi yesivumelwano ukuqinisekisa ukuba izinto eziphambili zokwenziwa kweebhetri zezithuthi zombane.Phakathi kwabo, iLivent iya kubonelela ngebhetri-grade lithium hydroxide kwiGeneral Motors phakathi kweminyaka emi-6 ukuqala ngo-2025.
Ngokombono wedatha yemarike, idityaniswe nenkqubela phambili yophuhliso lwangoku lwemithombo ye-lithium enyukayo, ukwakhiwa kwamashishini okulungisa ityuwa ye-lithium, kunye nokwandiswa kwamandla amatsha amashishini asezantsi, ukubonelela kunye nemfuno ye-lithium hydroxide isekho kwi-balance balance, kwaye kulindeleke ukuba iqhubeke kude kube ngu-2023.
I-PVDF: Amaxesha e-7 ukunyuka kwexabiso, kunzima ukugcwalisa isithuba sokubonelela
Njengoko imarike esezantsi iqhubeka nokufudumala, i-gap yokubonelela kunye nemfuno ye-lithium ibhetri ye-PVDF iyaqhubeka nokukhula, kunye nomthamo wemveliso ye-R142B yezinto ezibonakalayo, kwaye ukunikezelwa kweemarike kunzulu.Ixabiso lemarike ye-lithium -ibhetri ye-PVDF inyuke yaya kwi-700,000 yuan / ton, ephantse ibe ngamaxesha angama-7 xa kuthelekiswa nexabiso lokuqala lika-2021.
Ngenxa yokunqongophala kwamandla okuvelisa i-PVDF yeebhetri ze-lithium e-China, kunye nomthamo oqhelekileyo we-PVDF wokuvelisa awukwazi ukuguqulwa ube yi-lithium battery-level PVDF ngexesha elifutshane, ukwakhiwa kwezinto eziluhlaza i-R142B ilawulwa ngokungqongqo kwaye yandiswa ngokucothayo, okukhokelela ekubeni ukukhutshwa okucothayo kwebhetri ye-lithium yasekhaya yePVDF umthamo wokuvelisa.Kunzima ukuyibuyisela.Ngokunyuka okuthe kratya kwentengiso yezithuthi zamandla amatsha kwisiqingatha sesibini sonyaka, imarike yePVDF ngo-2022 kulindeleke ukuba igcine imeko ephezulu yokuchuma, ixhase amaxabiso ePVDF, kwaye incede iinkampani zePVDF ziye zandisa ngakumbi ukusebenza kwazo konyaka.
I-PVP: Umhla wokuziswa kwezinye iimveliso uya kufola ukuya kuJanuwari
Ngaphantsi kongquzulwano lwejografi kunye nengxaki yamandla, amandla emveliso yeekhemikhali ezinkulu zaseYurophu ehlile, ii-odolo zeenkampani zasekhaya ziye zanda, kwaye abantu abafanelekileyo abavela kubavelisi be-PVP basekhaya bathi "imveliso enxulumene ne-PVP yenkampani inokusilela, kwaye ixesha lokuhanjiswa kwezinye iimveliso libekwe kwindawo kude kube ngunyaka ozayo.EyoMqungu."
Imithombo efanelekileyo yomvelisi we-PVP yathi amandla okuvelisa i-PVP yangoku yabavelisi baseYurophu baye bancipha kakhulu, kwaye inani elikhulu lee-odolo zaphesheya sele liqalise ukutshintshela kumashishini asekhaya.Okwangoku, inkampani ine-backlog ephantse ibe yi-1000 yeetoni zeemveliso zePVP, kwaye ukuhanjiswa kwezinye iimveliso kucwangciselwe ukuphela konyaka okanye nangoJanuwari kulo nyaka uzayo.
Imboni ye-Photovoltaic: Incwadi ye-odolo nge-2030
I-Daqo Energy ityikitye isiVumelwano sokuThenga nomthengi.Kuvunyelwene kwikhontrakthi ukuba umthengi kulindeleke ukuba athenge i-148,800 yeetoni ze-Sun-level yebanga lokuqala iibhloko zokuhlambela simahla kwi-Daqo Energy ukusuka ngoJanuwari 2023 ukuya kuDisemba ka-2027, kwaye isixa-mali esiqikelelwayo sokuthenga yi-45.086 yeebhiliyoni zeeyuan.Ukusukela ngo-2022, iDaqo Energy ityikitye iikhontrakthi ezinkulu ezisibhozo ezimalunga nama-370 eebhiliyoni zeeyuan.
I-Lonji Green Energy kunye nee-subsidiaries zayo ezisithoba zisayine isivumelwano sokuthenga ixesha elide kwizinto ze-polysilicon kunye ne-Daqo Energy subsidiary Inner Mongolia Daqo New Energy.Ngokwesivumelwano, ubungakanani bentengiselwano yezinto zepolysilicon phakathi kwamaqela amabini ukusuka ngoMeyi 2023 ukuya kuDisemba 2027 yayiziitoni zezigidi ezingama-25.128.Isixa sisonke sale khontrakthi imalunga ne-67.156 yeebhiliyoni zeeyuan.
I-Shuangliang Silicon Materials (Baotou) Co., LTD., I-subsidiary epheleleyo ye-Shuangliang Energy Saving Co., Ltd. isayine i-Polysilicon Purchase and Supply Contract kunye namaqela afanelekileyo.Kuvunyelwene kule nkontileka ukuba i-Shuangliang Silicon Materials (Baotou) Co., Ltd. kulindeleke ukuba ithenge iitoni ze-155,300 zezinto ze-polysilicon ukusuka kwi-2022 ukuya kwi-2027, kunye nemali eqikelelwayo yokuthenga i-RMB 47.056 yezigidigidi.
Okwangoku, imboni ye-photovoltaic yaseChina isabonisa indlela yophuhliso elungileyo.Kwiikota ezintathu zokuqala, izinga lokukhula kwemboni ye-photovoltaic idlula i-100%, kwaye ukuthunyelwa kwe-photovoltaic imboni ye-photovoltaic idlula i-40 yeebhiliyoni zeedola zase-US, kunye nokukhula konyaka malunga ne-100%.Ukusukela ekuqaleni kwalo nyaka, inani leenkampani ezidwelisiweyo ze-silicon ziye zabhengeza izibhengezo zekhontrakthi rhoqo, kwaye zityikitye ii-odolo ze-silicon zexesha elide ezingaphezulu kwe-10, ubungakanani bayo bungaphezulu kwe-3 yezigidi zeetoni kwaye imali idlula i-800 yeebhiliyoni zeeyuan.Malunga ne-92% yemveliso ye-silicon ngo-2022 itshixiwe ngamashishini asezantsi, kwaye ezinye iikhontrakthi zexesha elide zisayinwe kude kube ngu-2030.
Iingoma ezintsha ezifana nezixhobo ezintsha kunye nemfuno yokubuyisela kulindeleke ukuba zivele ngo-2023
Okwangoku, ishishini lemichiza liyatshintsha ukusuka kwimveliso enkulu ukuya kwimveliso ekumgangatho ophezulu.Izixhobo ezitsha ezinamazinga asezantsi okungena kumashishini aseTshayina ziye zavela, kwaye izinto ezintsha ezifana ne-silicon, ibhetri ye-lithium, i-POE, kunye nezinto ezintsha ziyakhawuleza.Kwangaxeshanye, imfuno esezantsi yomlambo ivulwa ngokuthe ngcembe.Impembelelo yobhubhane ngo-2023 iyancipha ngokuthe ngcembe, kwaye imfuno kulindeleke ukuba ikhawulezise amathuba otyalo-mali omzila omtsha.
Okwangoku, amaxabiso eekhemikhali ezinkulu ehlile kwaye akuluhlu olusezantsi.Ukususela kwi-2 kaDisemba, i-Index yeMveliso yeMveliso yeMichiza yaseTshayina (CCPI) ivaliwe kwii-4,819 amaphuzu, ukuhla kwe-7.86% ukusuka kwi-5230 amanqaku ekuqaleni kwalo nyaka.
Sikholelwa ukuba uqoqosho lwehlabathi kulindeleke ukuba lukhule ngokuthe ngcembe ngowama-2023, ingakumbi uqoqosho lwangaphakathi kulindeleke ukuba lungenise umjikelo omtsha wokubuyela kwimeko yesiqhelo.Inkokeli yoshishino iya kufezekisa ukukhula komsebenzi kwinqanaba lokulungiswa kweemfuno.Ukongeza, iingoma ezintsha ezifana nezixhobo ezintsha kunye nokubuyiswa kwemfuno ziye zaqhuma.Ukukhawulezisa ukukhululwa.Ngowama-2023, sigxile kwiindidi ezintathu zeemveliso:
(1) Ibhayoloji yoSynthetic: Ngasemva kokungathathi hlangothi kwekhabhoni, imathiriyeli esekwe kwifosili inokujongana nempembelelo ebhukuqayo, imathiriyeli yebhayoloji iya kungenisa indawo yokuguqula ukusebenza okugqwesileyo kunye neenzuzo zeendleko.Ukusetyenziswa komgangatho omkhulu kweminye imimandla, ibhayoloji yokwenziwa, njengendlela entsha yokuvelisa, kulindeleke ukuba ingenise umzuzu omangalisayo, kwaye imfuno yentengiso kulindeleke ukuba ivuleke ngokuthe chu.
(2) Izixhobo ezitsha: Ukubaluleka kokhuseleko lwekhemikhali yokubonelela ngeekhemikhali kugxininisa ngakumbi, ukusekwa kwenkqubo yoshishino oluzimeleyo kunye nokulawulwayo kusondele, ezinye izinto ezintsha zilindeleke ukuba zikhawuleze ukufezekiswa kokutshintshwa kwasekhaya, njenge-high-performance molecular sieve kunye ne-catalyst. , imathiriyeli ye-aluminiyam ye-adsorption, ii-aerogels, izinto zokugquma i-electrode negative kunye nezinye izinto ezintsha ezinokungena kunye nesabelo semarike siya kunyuka ngokuthe ngcembe, umkhondo wezinto ezintsha kulindeleke ukuba ukhawuleze ukukhula.
(3) Isityhilelo se-real estate kunye nemfuno yabathengi: Ngokukhutshwa kukarhulumente kweempawu zokukhulula intengiso yepropathi kunye nokwandisa isicwangciso esichanekileyo sokuthintela kunye nokulawula ubhubhane, ukuphuculwa komda wemigaqo-nkqubo yezindlu, ukuchuma kokusetyenziswa kunye nekhonkco lezindlu nomhlaba. kulindeleke ukuba ilungiswe, kwaye umhlaba kunye neemveliso zemichiza yabathengi kulindeleke ukuba zixhamle.
Ixesha lokuposa: Dec-20-2022