Ka 2022, e anngoeng ke mabaka a kang seoa sa lehae le ho phahama ha theko ea thepa linaheng tse ling, tlhoko ea lik'hemik'hale bakeng sa khatello ea nako e khuts'oane, le bahlahisi ba malapeng ba na le khatello ea ho fokotsa lenane nakong e khuts'oane. Ka nako e ts'oanang, pherekano ea boemo ba machaba e sutumelitse ts'ebetso ea boemo bo holimo ea litheko tse kholo tsa eneji, e leng se bakileng khatello e itseng pheletsong ea litšenyehelo tse holimo. Ho na le phapang e totobetseng. Lisebelisoa tse ling li hlophisitsoe 'me ho fumanoe hore lilemong tse peli tse fetileng, litheko tsa lihlahisoa tse ling li phahame ka 700%, 'me sebaka sa' maraka se ntse se tsoela pele ho atoloha. Ha re lebelletse 2023, monyetla o hokae?
700% e eketsehile nakong ea lilemo tse peli, liodara tsa thepa e tala li reretsoe selemo se tlang
LithiumHydroxide: bahlahisi ba bangata ba theohetseng ba ile ba fumana k'hemik'hale
Tlas'a boemo ba 'maraka ba phepelo le tlhoko e fokolang, lithium hydroxide e ile ea rekoa ke bahlahisi ba ka tlase ho noka.
Yahua Group e phatlalalitse hore k'hamphani e nyane ka ho feletseng ea Yahua Lithium (Ya'an) le Aisi Kai New Energy (Shanghai) ea SK ba saenetse konteraka ea phepelo ea lithium hydroxide ea boemo ba betri. Ya'an Lithium e netefatsa hore ho tloha ka 2023 ho isa ho 2025, e fana ka lihlahisoa tse tsoang ho Aisi, ka phepelo e felletseng ea lithane tse 20,000 ho isa ho tse 30,000.
Aiscai e boetse e saenne "Konteraka ea Thekiso (2023-2025)" le Tianyi Lithium le Sichuan Tianhua ho rekisa lihlahisoa tsa lithium hydroxide tsa boemo ba betri ho Aiskai ho qala ka 2023, eo tlas'a eona konteraka e fanang ka phano e tšoanang khoeli le khoeli le thomello ea selemo le selemo e sa feteng kakaretso e lumellanoeng konterakeng (ka hare ho ±10%).
Ntle le lik'hamphani tsa libeteri, lik'hamphani tsa likoloi le tsona li qothisana lehlokoa ka mafolofolo bakeng sa lithium hydrogen oxide. Mercedes-Benz e phatlalalitse tumellano le Canada-Germany Rock Tech Lithium. Ka karolelano, ea pele e tla reka lithane tse 10,000 tsa lithium hydroxide ea boemo ba betri ho tsoa ho ea morao-rao selemo se seng le se seng, ka sekala sa transaction sa li-euro tse limilione tse likete tse 1.5. GM le LIG New Energy le Lithium Technology Company Livent ba saenetse tumellano ea lilemo tse ngata ho netefatsa hore thepa ea bohlokoa ea ho etsa libeteri tsa likoloi tsa motlakase e sebelisoa. Har'a tsona, Livent e tla fana ka lithium hydroxide ea boemo ba betri ho General Motors nakong ea lilemo tse 6 ho qala ka 2025.
Ho ya ka pono ya data ya mmaraka, hammoho le kgatelopele ya hajwale ya ntshetsopele ya mehlodi ya lithium e nyolohang, kaho ya dikgwebo tsa ho sebetsana le letswai la lithium, le katoloso ya dikgwebo tse ntjha tsa eneji tse theohelang tlase, phepelo le tlhokeho ya lithium hydroxide e ntse e le boemong bo tiileng, mme ho lebelletswe hore e tswele pele ho fihlela ka 2023.
PVDF: Theko e phahame ka makhetlo a 7, ho thata ho tlatsa sekheo sa phepelo
Ha 'maraka o theohelang o ntse o tswela pele ho futhumala, sekgeo sa phepelo le tlhokeho ya PVDF ya betri ya lithium se ntse se eketseha, mme bokgoni ba tlhahiso ya thepa e tala ya R142B bo imetswe, mme phepelo ya mmaraka e tebile haholo. Theko ya mmaraka ya PVDF ya betri ya lithium e nyolohetse ho 700,000 yuan/ton, e leng hoo e ka bang makgetlo a 7 ha e bapiswa le theko ya mathoasong a 2021.
Ka lebaka la bokgoni bo fokolang ba tlhahiso ya PVDF ya dibetri tsa lithium Chaena, le bokgoni bo tlwaelehileng ba tlhahiso ya PVDF bo ke ke ba fetolwa ho ba PVDF ya boemo ba betri ya lithium ka nako e kgutshwane, kaho ya thepa e tala ya R142B e laolwa ka thata mme e atoloswa butle, e leng se fellang ka ho lokollwa butle ha bokgoni ba tlhahiso ya betri ya lithium ya lehae ya PVDF. Ho thata ho e lefella. Ka keketseho e eketsehileng ya thekiso ya dikoloi tse ntjha tsa eneji karolong ya bobedi ya selemo, mmaraka wa PVDF ka 2022 o lebelletswe ho boloka boemo bo hodimo ba katleho, ho tshehetsa ditheko tsa PVDF, le ho thusa dikhamphani tsa PVDF ho eketsa tshebetso ya tsona ya selemo le selemo.
PVP: Letsatsi la ho tlisa lihlahisoa tse ling le tla emisoa ho fihlela ka Pherekhong
Tlas'a khatello ea likhohlano tsa libaka le mathata a matla, bokhoni ba tlhahiso ea lik'hemik'hale tse kholo tsa Europe bo fokotsehile, litaelo tsa lik'hamphani tsa lehae li eketsehile, 'me batho ba amehang ho tsoa ho bahlahisi ba PVP ba malapeng ba itse "lihlahisoa tse amanang le PVP tsa k'hamphani li na le mesaletsa e tebileng, 'me nako ea ho tlisa lihlahisoa tse ling e behiloe maemong a ho fihlela selemong se tlang. Pherekhong."
Mehloli e amehang ea moetsi oa PVP e boletse hore bokhoni ba hona joale ba tlhahiso ea PVP ba bahlahisi ba Europe bo theohile haholo, 'me palo e kholo ea liodara tsa kantle ho naha e qalile ho fetisetsoa likhoebong tsa lehae. Hona joale, k'hamphani e na le mesaletsa ea lihlahisoa tsa PVP tse ka bang lithane tse 1000, 'me ho tlisoa ha lihlahisoa tse ling ho reretsoe ho fihlela qetellong ea selemo kapa esita le Pherekhong selemong se tlang.
Indasteri ea photovoltaic: Buka ea odara ho fihlela ka 2030
Daqo Energy e saenne Tumellano ea Theko le moreki. Konterakeng ho lumellanoe hore moreki o lebelletsoe ho reka lithane tse 148,800 tsa liboloko tsa ho hlatsoa mahala tsa boemo ba pele tsa Sun ho tsoa ho Daqo Energy ho tloha ka Pherekhong 2023 ho isa ho Tšitoe 2027, 'me chelete e hakanyetsoang ea theko ke li-yuan tse libilione tse 45.086. Ho tloha ka 2022, Daqo Energy e saenne likonteraka tse robeli tse kholo tse ka bang li-yuan tse libilione tse 370.
Longji Green Energy le makala a yona a robong a saenneng tumellano ya ho reka thepa ya polysilicon ka nako e telele le lekala la Daqo Energy Inner Mongolia Daqo New Energy. Ho ya ka tumellano, palo ya ditransekshene tsa thepa ya polysilicon pakeng tsa mahlakore ana a mabedi ho tloha ka Motsheanong 2023 ho isa Tshitwe 2027 e ne e le ditone tse dimilione tse 25.128. Kakaretso ya konteraka ena ke di-yuan tse ka bang 67.156 bilione.
Shuangliang Silicon Materials (Baotou) Co., LTD., e leng lekala le feletseng la Shuangliang Energy Saving Co., Ltd. le saenne Konteraka ea Theko le Phepelo ea Polysilicon le mekga e amehang. Konterakeng ena ho lumellanoe hore Shuangliang Silicon Materials (Baotou) Co., Ltd. e lebelletsoe ho reka lithane tse 155,300 tsa thepa ea polysilicon ho tloha ka 2022 ho isa ho 2027, ka chelete e hakanyetsoang ea theko ea RMB 47.056 bilione.
Hona jwale, indasteri ya motlakase wa letsatsi ya China e ntse e hlahisa mokgwa o motle wa ntshetsopele. Dikotara tse tharo tsa pele, sekgahla sa kgolo ya indasteri ya motlakase wa letsatsi se feta 100%, mme ho romelwa kantle ho naha ha indasteri ya motlakase wa letsatsi ho feta didolara tse dibilione tse 40 tsa Amerika, ka kgolo ya selemo le selemo ya hoo e ka bang 100%. Ho tloha qalong ya selemo sena, dikhamphani tse mmalwa tsa silicon tse thathamisitsweng di phatlaladitse hangata diphatlalatso tse kgolo tsa dikonteraka, mme di saenne ditaelo tse fetang 10 tsa thekiso ya silicon tsa nako e telele, tseo boholo ba tsona bo fetang ditone tse dimilione tse 3 mme tjhelete e feta diyuan tse dibilione tse 800. Hoo e ka bang 92% ya tlhahiso ya indasteri ya silicon ka 2022 e notletswe ke dikgwebo tse tlase, mme dikonteraka tse ding tsa nako e telele di saennwe ho fihlela ka 2030.
Litsela tse ncha tse kang thepa e ncha le ho hlaphoheloa ha tlhoko li lebelletsoe ho hlaha ka 2023
Hona jwale, indasteri ya dikhemikhale e ntse e fetoha ho tloha tlhahisong e kgolo ho ya tlhahisong ya boleng bo hodimo. Disebediswa tse ntjha tse nang le sekgahla se tlase sa ho kenella dikgwebong tsa China di hlahile, mme disebediswa tse ntjha tse kang disebediswa tsa silicon, betri ya lithium, POE, le disebediswa tse ntjha di a potlakiswa. Ka nako e ts'oanang, tlhoko e theohelang e buleha butle-butle. Tshusumetso ya sewa ka 2023 e fokotsehile butle-butle, mme tlhoko e lebelletswe ho potlakisa menyetla ya matsete ya tsela e ntjha.
Hona jwale, ditheko tsa dikhemikhale tse kgolo di theohile mme di maemong a tlase. Ho tloha ka la 2 Tshitwe, Tekanyetso ya Theko ya Dihlahiswa tsa Khemikhale tsa China (CCPI) e kwetse ho dintlha tse 4,819, e leng phokotseho ya 7.86% ho tloha ho dintlha tse 5230 qalong ya selemo sena.
Re lumela hore moruo oa lefats'e o lebelletsoe ho hola ka mokhoa o tsitsitseng ka 2023, haholo-holo moruo oa lehae o lebelletsoe ho tlisa potoloho e ncha ea ho hlaphoheloa. Moetapele oa indasteri o tla fihlela kholo ea ts'ebetso mohatong oa tokiso ea tlhoko. Ho feta moo, litsela tse ncha tse kang thepa e ncha le ho hlaphoheloa ha tlhoko li phatlohile. Potlakisa ho lokolloa. Bakeng sa 2023, re tsepamisitse maikutlo mefuteng e meraro ea lihlahisoa:
(1) Baeloji ea maiketsetso: Ka lebaka la ho se nke lehlakore ha khabone, thepa e thehiloeng mesaletsa ea lintho tsa khale e ka tobana le tšusumetso e mpe, thepa ea lintho tsa baeloji e tla tlisa phetoho e kholo ka ts'ebetso e ntle le melemo ea litšenyehelo. Ts'ebeliso e kholo masimong a mang, baeloji ea maiketsetso, e le mokhoa o mocha oa tlhahiso, e lebelletsoe ho tlisa motsotso o motle, 'me tlhoko ea' maraka e lebelletsoe ho buleha butle-butle.
(2) Thepa e ncha: Bohlokoa ba polokeho ea ketane ea phepelo ea lik'hemik'hale bo totobatsa haholoanyane, ho theoa ha sistimi ea indasteri e ikemetseng le e laoloang ho haufi, ho lebelletsoe hore thepa e meng e ncha e potlakise ho phethahala ha phetolo ea malapeng, joalo ka sefe le catalyst ea limolek'hule tse sebetsang hantle, thepa ea ho monya aluminium, li-aerogel, thepa ea ho roala ea electrode e mpe le lisebelisoa tse ling tse ncha tse kenang le karolo ea 'maraka li tla eketseha butle-butle, tsela e ncha ea thepa e lebelletsoe ho potlakisa kholo.
(3) Ho senoloa ha thekiso ea matlo le tlhoko ea bareki: Ka ho lokolloa ha 'muso ha matšoao a ho lokolla' maraka oa matlo le ho ntlafatsa leano la thibelo le taolo e nepahetseng ea seoa sena, ntlafatso e fokolang ea maano a matlo, katleho ea tšebeliso le ketane ea matlo ho lebelletsoe ho lokisoa, 'me lihlahisoa tsa lik'hemik'hale tsa thekiso ea matlo le ketane ea bareki li lebelletsoe ho rua molemo.
Nako ea poso: Tshitwe-20-2022