n 2022, yibasiwe nimpamvu nkicyorezo cyimbere mu gihugu hamwe n’ifaranga ry’amahanga mu mahanga, imiti ikenerwa n’umuvuduko ukabije w’igihe gito, n’abakora ibicuruzwa mu gihugu bafite umuvuduko w’ibicuruzwa mu gihe gito.Muri icyo gihe, imvururu z’ibihugu mpuzamahanga zatumye imikorere-y’ibiciro biri hejuru y’ibiciro by’ingufu nini, bitera igitutu runaka ku giciro cyo hejuru cyarangiye.Hariho itandukaniro rigaragara.Ibikoresho bimwe byatoranijwe ugasanga mu myaka ibiri ishize, ibiciro byibicuruzwa bimwe byazamutseho 700%, kandi umwanya w’isoko wakomeje kwiyongera.Dutegereje 2023, amahirwe arihe?
700% yiyongereye mu myaka ibiri, ibicuruzwa fatizo byateganijwe umwaka utaha
LitiyumuHydroxide: abakora ibicuruzwa byinshi byo hepfo barafashe
Mugihe isoko ryifashe ryinshi nibisabwa, hydroxide ya lithium yafashwe nabakora ibicuruzwa byo hasi.
Yahua Group yatangaje ko isosiyete ikorana na Yahua Lithium izwi cyane (Ya'an) na Aisi Kai New Energy (Shanghai) ya SK basinyanye amasezerano yo gutanga batiri -level lithium hydroxide.Ya'an Lithium yemeza ko kuva 2023 kugeza 2025, itanga ibicuruzwa biva muri Aisi, byose hamwe bikaba toni 20.000 kugeza 30.000.
Aiscai yasinyanye kandi “Amasezerano yo kugurisha (2023-2025)” na Tianyi Lithium na Sichuan Tianhua kugurisha Aiskai ibicuruzwa bya lithium hydroxide yo mu cyiciro cya batiri guhera mu 2023, ayo masezerano akaba ateganya gutanga ibicuruzwa buri kwezi ndetse no kohereza buri mwaka bitarenze byose. amafaranga yemeranijwe mu masezerano (muri ± 10%).
Usibye amasosiyete ya batiri, amasosiyete yimodoka nayo arahatana cyane kuri lithium hydrogen oxyde.Mercedes-Benz yatangaje amasezerano na Kanada-Ubudage Rock Tech Lithium.Ugereranije, abambere bazagura toni 10,000 za litiro hydroxide yo mu rwego rwa batiri kuva mu mwaka ushize, hamwe n’ubucuruzi bwa miliyari 1.5 z'amayero.GM na LIG New Energy na Lithium Technology Company Livent basinyanye amasezerano yimyaka myinshi kugirango barebe ko ibikoresho fatizo byingenzi byo gukora bateri yimodoka zikoresha amashanyarazi.Muri byo, Livent izatanga bateri -guhindura lithium hydroxide kuri Moteri rusange mumyaka 6 guhera muri 2025.
Urebye amakuru yisoko, afatanije niterambere ryiterambere ryiterambere ryumutungo wa lithium wo hejuru, kubaka inganda zitunganya umunyu wa lithium, no kwagura inganda nshya zingufu zo hasi, itangwa nibisabwa na hydroxide ya lithium iracyari muburinganire bukomeye, kandi biteganijwe ko bizakomeza kugeza mu 2023.
PVDF: Kuzamuka inshuro 7 kubiciro, biragoye kuzuza icyuho cyatanzwe
Mugihe isoko yo hepfo ikomeje gushyuha, icyuho cyo gutanga no gukenera cya batiri ya lithium PVDF ikomeje kwiyongera, kandi ubushobozi bwibikoresho fatizo R142B birarenze, kandi isoko rirakomeye.Igiciro cyisoko rya lithium -battery PVDF yazamutse igera kuri 700.000 yuan / toni, ikubye hafi inshuro 7 ugereranije nigiciro cyambere 2021.
Bitewe nubushobozi buke bwa PVDF ya batiri ya lithium mubushinwa, kandi ubushobozi busanzwe bwa PVDF ntibushobora guhinduka muri batiri ya lithium -level PVDF mugihe gito, iyubakwa ryibikoresho fatizo R142B iragenzurwa cyane kandi ikaguka buhoro, bikavamo gusohora gahoro ya batiri ya lithium yo murugo PVDF ubushobozi bwo gukora.Biragoye kubihimbira.Hamwe n’iyongera ry’igurisha ry’imodoka nshya z’ingufu mu gice cya kabiri cy’umwaka, biteganijwe ko isoko rya PVDF mu 2022 rizakomeza igihugu cyateye imbere cyane, gushyigikira ibiciro bya PVDF, no gufasha ibigo bya PVDF kurushaho kongera imikorere y’umwaka.
PVP: Itariki yo kugemura ibicuruzwa bimwe bizatonda umurongo kugeza Mutarama
Mu gihe cy'amakimbirane ashingiye ku turere ndetse n'ikibazo cy'ingufu, ubushobozi bw’ibicuruzwa by’ibihangange by’imiti by’i Burayi bwaragabanutse, ibicuruzwa ku masosiyete yo mu gihugu byiyongereye, kandi abantu bireba bo mu nganda za PVP bo mu gihugu bavuga ko “ibicuruzwa bifitanye isano na PVP by’uruganda bifite ikibazo gikomeye, kandi Uwiteka igihe cyo gutanga ibicuruzwa bimwe byashyizwe kurutonde kugeza umwaka utaha.Mutarama. ”
Inkomoko zijyanye n’uruganda rwa PVP zavuze ko ubu umusaruro wa PVP w’ibikorwa by’ibihugu by’i Burayi wagabanutse ku buryo bugaragara, kandi umubare munini w’ibicuruzwa byo mu mahanga byatangiye kwerekeza mu bigo by’imbere mu gihugu.Kugeza ubu, isosiyete ifite ibirarane bya toni zigera ku 1000 z’ibicuruzwa bya PVP, kandi gutanga ibicuruzwa bimwe biteganijwe mu mpera zumwaka cyangwa no muri Mutarama umwaka utaha.
Inganda zifotora: Gutumiza igitabo kugeza 2030
Daqo Energy yasinyanye amasezerano yo kugura numukiriya.Muri ayo masezerano hemejwe ko biteganijwe ko umukiriya azagura toni 148.800 za toni zo mu rwego rwa mbere zo gukaraba ku buntu kuva Daqo Energy kuva muri Mutarama 2023 kugeza Ukuboza 2027, kandi amafaranga ateganijwe kugura ni miliyari 45.086.Kuva mu 2022, Daqo Energy yasinyanye amasezerano umunani akomeye agera kuri miliyari 370.
Longji Green Energy hamwe n’ibigo byayo icyenda byashyize umukono ku masezerano maremare yo kugura ibikoresho bya polysilicon hamwe n’ishami rya Daqo Energy ishami ry’imbere muri Mongoliya Daqo Ingufu nshya.Nk’uko amasezerano abiteganya, ubwinshi bw’ibicuruzwa bya polysilicon hagati y’impande zombi kuva Gicurasi 2023 kugeza Ukuboza 2027 byari toni miliyoni 25.128.Amafaranga yose yaya masezerano agera kuri miliyari 67.156.
Shuangliang Silicon Materials (Baotou) Co, LTD., Ishami rya Shuangliang Energy Saving Co., Ltd ryasinyanye amasezerano yo kugura no gutanga Polysilicon hamwe n’impande zibishinzwe.Muri aya masezerano hemejwe ko Shuangliang Silicon Materials (Baotou) Co., Ltd biteganijwe ko igura toni 155.300 z’ibikoresho bya polysilicon kuva 2022 kugeza 2027, bikaba biteganijwe ko amafaranga angana na miliyari 47.056.
Kugeza ubu, inganda z’amafoto y’Ubushinwa ziracyerekana iterambere ryiza.Mu gihembwe cya mbere, umuvuduko w’iterambere ry’inganda zifotora urenga 100%, naho ibicuruzwa byoherezwa mu mahanga bifotora birenga miliyari 40 z’amadolari y’Amerika, aho umwaka ushize wiyongereye hafi 100%.Kuva mu ntangiriro zuyu mwaka, amasosiyete menshi ya silicon yashyizwe ku rutonde yagiye atangaza kenshi amasezerano y’amasezerano akomeye, kandi yashyize umukono ku masezerano arenga 10 y’igihe kirekire cyo kugurisha silikoni, yose hamwe akaba arenga toni miliyoni 3 kandi amafaranga arenga miliyari 800.Hafi ya 92% yumusaruro winganda za silicon mumwaka wa 2022 wafunzwe ninganda zo hasi, kandi amasezerano yigihe kirekire yashyizweho umukono kugeza 2030.
Biteganijwe ko inzira nshya nk'ibikoresho bishya no gukira bisabwa kugaragara mu 2023
Kugeza ubu, uruganda rukora imiti ruva mu nganda nini-nini zikora inganda zujuje ubuziranenge.Ibikoresho bishya bifite igipimo gito cyo kwinjira munganda zUbushinwa byavutse, kandi ibikoresho bishya nkibikoresho bya silicon, batiri ya lithium, POE, nibikoresho bishya byihuta.Mugihe kimwe, icyifuzo cyo hasi kirakingurwa buhoro buhoro.Ingaruka z'icyorezo mu 2023 zagiye zigabanuka buhoro buhoro, kandi biteganijwe ko icyifuzo cyihutisha amahirwe yo gushora imari mu nzira nshya.
Kugeza ubu, ibiciro byimiti minini byagabanutse kandi biri murwego rwo hasi.Kugeza ku ya 2 Ukuboza, Igipimo cy’ibicuruzwa by’imiti mu Bushinwa (CCPI) cyafunze amanota 4.819, igabanuka rya 7.86% kuva ku manota 5230 mu ntangiriro zuyu mwaka.
Twizera ko ubukungu bw’isi buteganijwe kuzamuka mu 2023, cyane cyane ubukungu bw’imbere mu gihugu buteganijwe gutangiza icyiciro gishya cyo kuzamuka.Umuyobozi winganda azagera ku iterambere ryimikorere murwego rwo gusana ibyifuzo.Mubyongeyeho, inzira nshya nkibikoresho bishya no gukira bisaba guturika.Ihute kurekura.Kuri 2023, twibanze ku byiciro bitatu byibicuruzwa:
.Porogaramu nini -ibikoresho byinshi mubindi bice, ibinyabuzima byubukorikori, nkuburyo bushya bwo kubyaza umusaruro, byitezwe ko bizatangira mugihe cyiza, kandi isoko ryitezwe gufungura buhoro buhoro.
. , aluminium adsorption ibikoresho, aerogels, ibikoresho bibi bya electrode bitwikiriye nibindi bikoresho bishya byinjira kandi umugabane w isoko bizagenda byiyongera buhoro buhoro, inzira nshya iteganijwe kwihuta mu iterambere.
. biteganijwe ko bizasanwa, kandi imitungo itimukanwa hamwe n’ibicuruzwa bivura imiti biteganijwe ko byunguka.
Igihe cyo kohereza: Ukuboza-20-2022