n 2022, e anngoeng ke mabaka a kang seoa sa malapeng le inflation ea mose ho maoatle, tlhokahalo ea lik'hemik'hale bakeng sa khatello ea nako e khutšoanyane, 'me bahlahisi ba malapeng ba na le khatello ea thepa ka nako e khutšoanyane.Ka nako e ts'oanang, moferefere oa boemo ba machaba o ile oa sutumelletsa ts'ebetso ea boemo bo phahameng ba theko e kholo ea matla, e leng se ileng sa baka khatello e itseng ea ho fela ha litšenyehelo tse holimo.Ho na le phapang e hlakileng.Lisebelisoa tse ling li hlophisitsoe 'me li fumane 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.Re lebeletse 2023, monyetla o hokae?
700% e eketsehile nakong ea lilemo tse peli, litaelo tsa thepa e tala li reriloe selemong se tlang
LithiumHydroxide: Bahlahisi ba bangata ba tlase ba phatlohile
Tlas'a boemo ba 'maraka ba phepelo e thata le tlhokahalo, lithium hydroxide e ile ea phahamisoa ke bahlahisi ba tlase.
Yahua Group e phatlalalitse hore motlatsi oa k'hamphani eo e leng ea hae ka botlalo Yahua Lithium (Ya'an) le SK's Aisi Kai New Energy (Shanghai) ba saenetse konteraka ea phepelo ea lithium hydroxide ea betri.Ya'an Lithium e netefatsa hore ho tloha 2023 ho isa 2025, e fana ka lihlahisoa tse tsoang Aisi, ka kakaretso ea lithane tse 20,000 ho isa ho 30,000.
Aiscai o boetse o saenetse "Sales Contract (2023-2025)" le Tianyi Lithium le Sichuan Tianhua ho rekisa lihlahisoa tsa lithium hydroxide tsa betri ho Aiskai ho qala ka 2023, moo konteraka e fanang ka ho fana ka junifomo khoeli le khoeli le thomello ea selemo le selemo e sa feteng palo eohle. chelete eo ho lumellanoeng ka eona konteraka (ka hare ho ± 10%).
Ntle le lik'hamphani tsa betri, lik'hamphani tsa likoloi le tsona li qothisana lehlokoa le 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 betri ho tloha qetellong ea selemo le selemo, ka tekanyo ea transaction ea li-euro tse limilione tse likete tse 1.5.GM le LIG New Energy le Lithium Technology Company Livent li saenetse lilemo tse ngata tsa tumellano ho netefatsa hore lisebelisoa tsa bohlokoa tsa ho etsa libeteri tsa likoloi tsa motlakase.Har'a bona, Livent e tla fana ka betri -grade lithium hydroxide ho General Motors nakong ea lilemo tse 6 ho qala ka 2025.
Ho ea ka pono ea lintlha tsa 'maraka, ho kopantsoe le tsoelo-pele ea morao-rao ea lisebelisoa tsa lithium tse holimo, kaho ea lik'hamphani tsa lithium letsoai, le katoloso ea likhoebo tse ncha tsa matla a tlase, phepelo le tlhoko ea lithium hydroxide e ntse e tsitsitse, le e lebelletsoe ho tsoela pele ho fihlela 2023.
PVDF: Ka makhetlo a 7 e nyoloha ka theko, ho thata ho tlatsa lekhalo la phepelo
Ha maraka a tlaase a ntse a tsoela pele ho futhumala, lekhalo la phepelo le tlhokahalo ea lithium battery PVDF le ntse le eketseha, 'me matla a tlhahiso ea thepa e tala ea R142B e imetsoe,' me phepelo ea 'maraka e tebile.Theko ea 'maraka ea lithium-battery PVDF e nyolohetse ho 700,000 yuan/ton, e leng makhetlo a ka bang 7 ha a bapisoa le theko ea mathoasong a 2021.
Ka lebaka la matla a fokolang a tlhahiso ea PVDF ea libeteri tsa lithium Chaena, 'me matla a tloaelehileng a tlhahiso ea PVDF a ke ke a fetoloa PVDF ea lithium battery-level ka nako e khutšoanyane, kaho ea thepa e tala R142B e laoloa ka thata le ho atolosoa butle-butle, ho lokolloa butle ha matla a tlhahiso ea betri ea lithium ea lapeng PVDF.Ho thata ho e etsa.Ka keketseho e eketsehileng ea thekiso ea likoloi tse ncha tsa motlakase halofong ea bobeli ea selemo, 'maraka oa PVDF ka 2022 o lebelletsoe ho boloka boemo bo phahameng ba katleho, ho tšehetsa litheko tsa PVDF, le ho thusa lik'hamphani tsa PVDF ho eketsa ts'ebetso ea tsona ea selemo le selemo.
PVP: Letsatsi la ho tlisoa ha lihlahisoa tse ling le tla beoa moleng ho fihlela Pherekhong
Tlas'a likhohlano tsa libaka le mathata a matla, bokhoni ba tlhahiso ea linatla tsa lik'hemik'hale tsa Europe bo theohile, litaelo tsa lik'hamphani tsa malapeng li eketsehile, 'me batho ba amehang ba tsoang ho baetsi ba PVP ba malapeng ba re "lihlahisoa tse amanang le PVP tsa k'hamphani li na le tšitiso e tebileng,' me nako ea ho fana ka lihlahisoa tse ling e behiloe ho fihlela selemong se tlang.January.”
Mehloli e loketseng ea moetsi oa PVP e boletse hore matla a hona joale a tlhahiso ea PVP ea baetsi ba Europe e fokotsehile haholo, 'me palo e kholo ea litaelo tsa mose ho maoatle e qalile ho khelohela likhoebong tsa malapeng.Hajoale, k'hamphani e na le ts'epo ea lithane tse ka bang 1000 tsa lihlahisoa tsa PVP, 'me ho tlisoa ha lihlahisoa tse ling ho reriloe ho fihlela qetellong ea selemo kapa esita le Pherekhong selemong se tlang.
Indasteri ea Photovoltaic: Buka ea odara ho fihlela 2030
Daqo Energy e saenetse Tumellano ea Theko le moreki.Ho lumellanoe ka konteraka hore moreki o lebelletsoe ho reka lithane tse 148,800 tsa li-blocks tsa mahala tsa boemo ba pele tsa Sun-grade ho tloha Daqo Energy ho tloha ka Pherekhong 2023 ho fihlela ka Tšitoe 2027, 'me chelete e hakanyetsoang ea theko ke li-yuan tse libilione tse 45.086.Ho tloha ka 2022, Daqo Energy e saenetse likonteraka tse kholo tse robeli tse etsang kakaretso ea li-yuan tse limilione tse likete tse 370.
Longji Green Energy le makala a eona a robong a saenetse tumellano ea theko e telele ea thepa ea polysilicon le lekala la Daqo Energy le Inner Mongolia Daqo New Energy.Ho latela tumellano, palo ea thekiso ea thepa ea polysilicon lipakeng tsa mekha e 'meli ho tloha ka Mots'eanong 2023 ho fihlela ka December 2027 e ne e le lithane tse limilione tse 25.128.Kakaretso ea konteraka ena e ka bang li-yuan tse limilione tse likete tse 67.156.
Shuangliang Silicon Materials (Baotou) Co., LTD., motlatsi oa ka ho feletseng oa Shuangliang Energy Saving Co., Ltd. o saenetse Konteraka ea Polysilicon Purchase and Supply le mekhatlo e amehang.Ho lumellanoa ka konteraka ena hore Shuangliang Silicon Materials (Baotou) Co., Ltd. e lebelletsoe ho reka lithane tse 155,300 tsa thepa ea polysilicon ho tloha 2022 ho ea 2027, ka chelete e hakanyetsoang ea theko ea RMB 47.056 limilione tse likete.
Hona joale, indasteri ea photovoltaic ea Chaena e ntse e fana ka mokhoa o batlang o le motle oa tsoelo-pele.Likarolong tse tharo tsa pele, sekhahla sa khōlo ea indasteri ea photovoltaic e feta 100%, 'me thepa ea indasteri ea photovoltaic e feta liranta tse limilione tse likete tse 40, ka kholo ea selemo le selemo ea hoo e ka bang 100%.Ho tloha qalong ea selemo sena, lik'hamphani tse ngata tse thathamisitsoeng tsa silicon li phatlalalitse liphatlalatso tse kholo tsa konteraka khafetsa, 'me li saenetse litaelo tse fetang 10 tsa nako e telele tsa thekiso ea silicon, eo boholo ba eona bo fetang lithane tse limilione tse 3' me chelete e feta li-yuan tse limilione tse likete tse 800.Hoo e ka bang 92% ea tlhahiso ea indasteri ea silicon ka 2022 e notletsoe ke likhoebo tse tlase, 'me likonteraka tse ling tsa nako e telele li saennoe ho fihlela 2030.
Lipina tse ncha tse kang lisebelisoa tse ncha le tlhokahalo ea ho hlaphoheloa li lebelletsoe ho hlaha ka 2023
Hajoale, indasteri ea lik'hemik'hale e tloha ho tlhahiso e kholo ho ea ho ea boleng bo holimo.Lisebelisoa tse ncha tse nang le litheko tse tlase tsa ho kenella likhoebong tsa China li hlahile, 'me lisebelisoa tse ncha tse kang thepa ea silicon, lithium battery, POE, le lisebelisoa tse ncha li potlakile.Ka nako e ts'oanang, tlhoko e tlase ea noka e buloa butle-butle.Tšusumetso ea seoa sena ka 2023 e fokotsehile butle, mme tlhoko e lebelletsoe ho potlakisa menyetla ea matsete ea pina e ncha.
Hajoale, litheko tsa lik'hemik'hale tse kholo li theohile 'me li maemong a tlase.Ho tloha ka la 2 Tšitoe, Index ea Theko ea Lihlahisoa tsa Lik'hemik'hale tsa Chaena (CCPI) e koetsoe ka lintlha tsa 4,819, ho fokotseha ha 7.86% ho tloha ho lintlha tse 5230 qalong ea selemo sena.
Re lumela hore moruo oa lefats'e o lebelletsoe ho hola butle-butle ka 2023, haholoholo moruo oa lehae o lebelletsoe ho kenya letoto le lecha la ntlafatso.Moetapele oa indasteri o tla fihlela kholo ea ts'ebetso sethaleng sa tokiso ea tlhokahalo.Ho feta moo, lipina tse ncha tse kang lisebelisoa tse ncha le tlhokahalo ea ho hlaphoheloa li phatlohile.Potlakisa tokollo.Bakeng sa 2023, re shebana le mekhahlelo e meraro ea lihlahisoa:
(1) Synthetic biology: Ka morao ho ho se nke lehlakore ha k'habone, lisebelisoa tse thehiloeng ho mesaletsa ea lintho tsa khale li ka 'na tsa tobana le tšusumetso e mpe, lisebelisoa tsa tlhaho li tla tlisa phetoho e nang le ts'ebetso e ntle haholo le melemo ea litšenyehelo.Lisebelisoa tse kholo mafapheng a mang, biology ea maiketsetso, joalo ka mokhoa o mocha oa tlhahiso, e lebelletsoe ho tlisa motsotso o monate, mme tlhoko ea mmaraka e lebelletsoe ho buloa butle-butle.
(2) Lisebelisoa tse ncha: Bohlokoa ba polokeho ea phepelo ea lik'hemik'hale e totobatsa hape, ho theoa ha sistimi e ikemetseng le e laolehang ea indasteri e haufi, lisebelisoa tse ling tse ncha li lebelletsoe ho potlakisa ts'ebetso ea phepelo ea lehae, joalo ka sieve ea limolek'hule e sebetsang hantle haholo le catalyst. , lisebelisoa tsa aluminium adsorption, li-aerogels, lisebelisoa tsa ho roala li-electrode tse mpe le lisebelisoa tse ling tse ncha tse kenang 'me karolo ea mmaraka e tla eketseha butle-butle, pina e ncha ea thepa e lebelletsoe ho potlakisa kholo.
(3) Ts'enolo ea thekiso ea matlo le tlhokahalo ea bareki: Ka tokollo ea mmuso ea mats'oao a ho lokolla 'maraka oa thepa le ho ntlafatsa leano le nepahetseng la thibelo le taolo ea seoa sena, ntlafatso e nyane ea maano a thekiso ea matlo, nala ea ts'ebeliso le thekiso ea matlo le meaho. e lebelletsoe ho lokisoa, 'me lihlahisoa tsa lik'hemik'hale tsa thekiso ea matlo le thepa ea bareki li lebelletsoe ho rua molemo.
Nako ea poso: Dec-20-2022