N 2022, oo ay saameeyeen arrimo ay ka mid yihiin faafitaanka cudurka iyo sicir bararka dibedda, baahinta kiimikada ee cadaadiska-gaagaaban, iyo soo-saareyaasha guryaha ayaa leh cadaadis de -in-ka muddada-gaaban. Isla mar ahaantaana, jahwareerka xaalada caalamiga ah ayaa riixay howlgalka sare ee qiimaha sare ee qiimaha tamarta, kaasoo sababay cadaadis gaar ah oo ku saabsan dhamaadka qiimaha kor ku xusan. Waxaa jira kala duwanaansho muuqda. Qalabka qaar ayaa la xaliyay oo la ogaaday in labadii sano ee la soo dhaafay, qiimaha badeecooyinka qaar ay cirka isku shareertay 700%, oo booska suuqa ayaa sii waday inuu ballaariyo. Waxaan sugayaa 2023, halkee baa fursaddu tahay?
700% Kordhinta laba sano gudahood, amarrada alaabada cayriin ayaa loo qorsheeyay sanadka soo socda
LithiumHYdroxide: Soo-saareyaasha badan ee hoos udhaca ah ayaa soo saaray
Sida ku xusan xaaladda suuqa ee sahayda adag iyo baahida, Lithium Hydroxide waxaa lagu soo bandhigay soosaarayaasha hoose ee hoos udhaca.
Kooxda Yahuuda ayaa ku dhawaaqday in shirkadda ay shirkadda kabitaan ee shirkadda 'Youa lithium' (Ya'an) iyo SK's Aisi Kai (Shanghai) oo ay saxeexday batteriga -level lithoum-ka saadka ee biyaha. Yaaman lithium wuxuu hubiyaa in laga bilaabo 2023 ilaa 2025, waxay ka siisaa alaabo ka timid AISI, iyadoo wadarta guud ay ka kooban tahay 20,000 ilaa 30,000 tan.
ASISISai ayaa sidoo kale saxeexday "Qandaraaska Iibka (2023-2025)" ee Tianni Lithium iyo Sichuan Tianhua si ay ugu iibiyaan shaashadda shaashadda ee askaift bil kasta iyo maraakiibta sanadlaha ah oo aan ka badneyn wadarta Tirada lagu heshiiyay heshiiska (gudaha ± 10%).
Ka sokow shirkadaha batari ka sokow, shirkadaha gaariga sidoo kale waxay si firfircoon ugu tartamayaan litherum hydrogen oxide. Mercdedes-Benz ayaa ku dhawaaqay heshiis ay la galeen Canada-Germay Rock Lithium. Celcelis ahaan, kii hore wuxuu iibsan doonaa 10,000 oo tan oo ah lithout-luuqa batteriga oo laga soo bilaabo kan dambe sanad walba, oo leh miisaanka macaamil ee 1.5 bilyan euro. Gm iyo shirkadda cusub ee tamarta cusub iyo lithium Shirkadda ayaa saxeexay sannado badan oo heshiis ah si loo hubiyo in alaabada ugu weyn ee ceeriin samaynta baytariyada gawaarida korantada. Waxaa ka mid ah kuwaas, Lifens waxay bixin doonaan-btithoium lithexide si ay u galaan General Motors 6 sano gudahood laga bilaabo 2025.
Marka laga eego aragtida xogta suuqa, oo ay weheliso horumarka horumarka ee hadda jira ee kheyraadka ugu hooseeya, dhismaha lithium treatpress-ka shirkadaha, iyo baahida shirkadda 'Lithium's Hydroxide wali waa isku dheelitirnaan adag. Waxaa la filayaa inay sii socoto illaa 2023.
PVDF: 7 jeer oo ku dhex jira qiime ahaan, way adag tahay in la buuxiyo farqiga u soo baxa
Maaddaama suuqa hoose uu sii wado kuleylka, saadka iyo baahida farqiga u dhexeeya shatteriga PVDF ee PVDF uu sii kordhayo, iyo awoodda soosaarka ee alaabta ceyriinka r142b ayaa ka buuxsamay, oo sahayda suuqa ayaa halis ah. Qiimaha suuqa ee Lithium -Botty PVDF wuxuu fuulay 700,000 yuan / tan, oo ku dhawaad 7 jeer marka la barbar dhigo qiimaha horaantii 2021.
Sababta oo ah awoodda soosaarka PVDF ee xadidan ee baytariyada lithium ee china, iyo awoodda wax soo saarka ee PVDF ee caadiga ah laguma beddeli karo lithat -level pat -level pvdf muddo gaaban, dhismaha ashyaa'da ceyriinka ah ee R142b ayaa si tartiib tartiib ah loo sii daayaa, taasoo dhalisay Siideynta gaabiska ee awoodda soosaarka ee PVDF ee PVDF ee PVDF. Way adag tahay in la sameeyo. Iyada oo kor loo qaadayo iibka gawaarida cusub ee tamarta cusub ee sanadka labaad, suuqa PVDF ee 2022 ayaa la filayaa inuu sii wado dowlad wanaaga, qiimaha PVDF-ka, wuxuuna ka caawiyaa shirkadaha PVDF inay sii kordhineyso waxqabadka sanadlaha ah.
PVP: Taariikhda gudbinta alaabada qaarkood ayaa loo safri doonaa ilaa Janaayo
Qandaraasyada juqraafiyeed ee khilaafaadka juquraafiyeed iyo xiisadda tamarta, awoodda wax soo saarka ee shirkadaha guryaha gudaha ah ayaa hoos u dhacay, waxaana dadka la xiriira soosaarayaasha PVP-ga ee ay leeyihiin "Alaabada PVP-ga ee shirkada ay leeyihiin dib-u-celin daran, iyo Muddada gaarsiinta alaabada qaar ayaa lagu gartay ilaa sanadka soo socda. Janaayo. "
Ilaha ay khuseyso ee soo saaraha PVP-ga ayaa sheegay in awoodda soosaarka PVP ee hadda jira ay si weyn hoos ugu dhacday, tiro badan oo amarro dibedda ah ay bilaabeen inay u weecayaan shirkadaha maxalliga ah. Waqtigan xaadirka ah, shirkaddu waxay leedahay dib-u-dhac ku dhawaad 1000 tan oo ah alaabada PVP, iyo gaarsiinta alaabada qaarkood ayaa loo qorsheeyay ilaa dhamaadka sanadka ama xitaa Janaayo sanadka soo socda.
Warshadaha Photovoltaic: Buugga dalba illaa 2030
Damaita Tamarta waxay la saxeexday heshiis iibsasho macmiil. Waxaa lagu heshiiyaa heshiiska in macaamil la filayo inuu iibsado 148,800 tan oo ka mid ah dabaqyada-biyo-qabad-ku-tagga-qalin oo heer-ku--damac ah laga soo bilaabo Dacto Energy laga bilaabo Janaayo 2023 illaa Diseembar 2027, iyo lacagta la soo iibsaday waa 45.0 bilyan yuan. Laga soo bilaabo 2022, Daqa tamar ayaa saxeexday sideed heshiis oo waaweyn oo wadarta ah ilaa 370 bilyan yuan.
Tartankii Green ee Cagaaran ee Longji iyo sagaalkeeda kabista ayaa saxeexay heshiis iibsi muddo dheer oo loogu talagalay qalabka polsilikikonon ee shirkadda 'polsilikolon' Sida laga soo xigtay heshiiska, tirada macaamil ganacsi ee ashyaa'da possalilikon ee udhaxeysa labada xisbi ee laga bilaabo Maajo 2023 ilaa Diseembar 2027 waxay ahayd 25.128 milyan tan. Wadarta guud ee qandaraaskani waa qiyaastii 67.156 bilyan yuan.
Shuangliang Silicon Agab (Baotou) Co., Ltd. Waxaa la isku raacay qandaraaskan in Shuangliang Silicon '(Baotou) Co., Ltd., Ltd. waxaa la filayaa inuu iibsado 155,300 tan oo ah qalabka polysilikon laga bilaabo 2022 ilaa 2027, iyadoo lagu qiyaasey lacag ka kooban RMB 47.056 bilyan.
Waqtigan xaadirka ah, warshadaha sawirka Shiinaha ee Shiinaha ayaa wali soo bandhigaya isbeddel horumar wanaagsan. Saddexda qaybood ee ugu horreysa, heerka koritaanka ee warshadaha sawir-qaadista ayaa ka badan 100%, iyo dhoofinta warshadaha sawir-qaadista ayaa ka badan 40 bilyan oo doolar oo ah koritaanka sanad-sano ah oo ku dhawaad 100% ah. Ilaa bilowgii sannadkan, oo ah tiro ka mid ah shirkadaha silicon ee silicon ah ayaa si isdaba joog ah ugu dhawaaqay ogeysiisyo qandaraas weyn ah, waxayna la soo saxiixdeen wax ka badan amarada Iibka ee Muddo-Dheeraad ah, oo ka sarreeya tirada 3 milyan oo tan oo qaddarka ay ka badan tahay 800 bilyan yuan. Qiyaastii 92% wax soo saarka warshadaha Silicon ee 2022 ayaa xiray shirkadaha hoos udhaca, qaarna qandaraasyada muddada dheer ayaa la saxeexay ilaa 2030.
Raadiyo cusub sida agabyada cusub iyo baahida loo baahan yahay dib u soo kabashada ayaa la filayaa inay soo baxaan 2023
Waqtigan xaadirka ah, warshadaha kiimikaadku waxay ka beddelanayaan wax soosaarka waaweyn -Male ee waxsoosaarka jaamacaduhu. Qalabka cusub ee leh heerarka galka hoose ee shirkadaha Shiinaha ayaa soo ifbaxay, iyo agab cusub sida agabyada Silicon, batteriga lithe, poe, iyo agab cusub ayaa la dadajiyaa. Isla mar ahaantaana, baahida hoose ee loo baahan yahay ayaa si tartiib tartiib ah loo furay. Saamaynta cudurka faafa ee 2023 ayaa si tartiib tartiib ah u daciiftay, baahida ayaa la filayaa in ay dardar geliso fursadaha maalgashiga ee wadada cusub.
Waqtigan xaadirka ah, qiimaha kiimikada waaweyn ayaa hoos u dhacay oo ku jira tirada hoose. Laga soo bilaabo Disember 2, The Index Croups Qiimaha Kiimikada Shiinaha (CCPI) ayaa xidhay 4,819 dhibcood, oo hoos u dhacay 7.86% laga bilaabo 5230 dhibcood bilowgii sanadkan.
Waxaan aaminsanahay in dhaqaalaha caalamiga ah la filayo inuu si isdaba joog ah u korayo 2023, gaar ahaan dhaqaalaha gudaha ah ee loo filayo in ay uhesho si kedis ah oo soo kabasho ah. Hogaamiyaha warshadaha ayaa gaari doona koritaanka waxqabadka marxaladda dayactirka baahida. Intaas waxaa sii dheer, wadooyin cusub sida agab cusub oo baahida u soo kabashada ayaa qarxay. Siidaynta dardargelinta. 2023, waxaan diirada saareynaa saddexda qaybood ee alaabada:
(1) bayoolajiyada isku-darka ah Codsiyada waaweyn - cilmiga bayoolajiyada kale, bayoolajiyada isku-darka ah, sida hab cusub oo wax soo saarka ah, ayaa la filayaa inay ushaqeeyaan daqiiqad cajiib ah, oo baahida suuqa ayaa la filayaa in si tartiib tartiib ah loo furo.
(2) Qalabka cusub , agabyada aluminium-ka, aerogels, agabyada isku-darka ee korantada ee taban iyo walxaha kale ee cusub ee is-hooska iyo saamiga suuqa ayaa si tartiib tartiib ah loo filayaa, wadooyinka cusub ee walxaha cusub ayaa la xasaasanayaa in la dardar geliyo koritaanka.
(3) Muujintii baahida guryaha & macaamilka: iyada oo ay dowladdu sii daayaan calaamadaha si ay u furfuraan suuqa hantida iyo in si gaar ah looga hortago siyaasadaha guryaha, iyo side-ku-habeynta sicirka guryaha, Waxaa la rajaynayaa in la hagaajiyo, iyo dhismaha hantida guryaha iyo macmiilka kiimikada kiimikada ah ayaa la filayaa inay ka faa'iideystaan.
Waqtiga Post: Dec-20-2022