n 2022, oo ay saameeyeen arrimo ay ka mid yihiin cudurrada faafa ee gudaha iyo sicir-bararka dibadda, baahida kiimikaad ee cadaadiska muddada-gaaban, iyo soo-saareyaasha gudaha waxay leeyihiin cadaadiska de-inventory muddada gaaban.Isla mar ahaantaana, qalalaasaha xaaladda caalamiga ah ayaa riixay hawlgalka heerka sare ee qiimaha tamarta weyn, taas oo sababtay cadaadis gaar ah oo ku saabsan dhammaadka kharashka sare.Waxaa jira kala duwanaansho muuqda.Qalabka qaar ayaa la soo saaray, waxaana la ogaaday in labadii sano ee la soo dhaafay uu qiimihiisu sare u kacay 700%, suuqana uu sii fidayo.Anoo rajaynaya 2023, aaway fursadii?
700% kordhay laba sano gudahood, dalabaadka alaabta ceeriin ayaa loo qorsheeyay sanadka soo socda
LithiumHydroxide: soosaarayaal badan oo ka hooseeya kuwa hoose ayaa kor u qaaday
Marka loo eego xaalada suuqa ee saadka iyo baahida ciriiriga ah, lithium hydroxide waxaa qabsaday soosaarayaasha hoose.
Kooxda Yahua waxay ku dhawaaqday in shirkadda ay wada leeyihiin ee Yahua Lithium (Ya'an) iyo SK's Aisi Kai New Energy (Shanghai) ay saxiixeen qandaraas sahayda heerka batteriga ah ee lithium hydroxide.Ya'an Lithium waxay hubisaa in laga bilaabo 2023 ilaa 2025, ay bixiso alaabta Aisi, oo leh sahayda guud ee 20,000 ilaa 30,000 tan.
Aiscai ayaa sidoo kale la saxeexday "Heshiiska Iibka (2023-2025)" ee Tianyi Lithium iyo Sichuan Tianhua si ay uga iibiso alaabta lithium hydroxide ee Aiskai laga bilaabo 2023, kaas oo qandaraasku ku bixiyo bixinta lebiska bil kasta iyo shixnadaha sanadlaha ah ee aan ka badnayn wadarta guud. qadarka lagu heshiiyey heshiiska (gudahood ± 10%).
Marka lagu daro shirkadaha batteriga, shirkadaha baabuurta ayaa sidoo kale si firfircoon ugu tartamaya lithium hydrogen oxide.Mercedes-Benz ayaa ku dhawaaqday heshiis ay la gashay Canada-Germany Rock Tech Lithium.Celcelis ahaan, kii hore waxa uu iibsan doonaa 10,000 tan oo lithium hydroxide heerka baytari ah sannad kasta, iyada oo miisaankeedu yahay 1.5 bilyan euro.GM iyo LIG New Energy iyo Lithium Technology Company Live waxay saxiixday heshiis sanado badan ah si loo hubiyo in alaabta ceeriin ee muhiimka ah ee samaynta baytariyada baabuurta korontada.Kuwaas waxaa ka mid ah, Livet waxay siin doontaa baytari-grade lithium hydroxide General Motors 6 sano gudahood laga bilaabo 2025.
Marka loo eego xogta suuqa, oo ay weheliso horumarka horumarineed ee hadda ee khayraadka lithium-ka, dhismaha shirkadaha warshadaynta milixda lithium, iyo balaadhinta tamarta cusub ee ganacsiyada hoose, sahayda iyo baahida lithium hydroxide ayaa wali ku jirta dheelitirnaan adag, iyo waxaana la filayaa inay sii socoto ilaa 2023.
PVDF: 7 jeer ayaa kor u kacaya qiimaha, way adagtahay in la buuxiyo farqiga saadka
Sida suuqa hoose uu sii kululaanayo, farqiga saadka iyo baahida ee baytariga lithium PVDF ayaa sii kordheysa, awoodda wax soo saarka ee alaabta ceeriin ee R142B waa la buux dhaafiyay, sahayda suuqana waa halis.Qiimaha suuqa ee lithium-battery PVDF ayaa kor u kacay ilaa 700,000 yuan/ton, kaas oo ku dhow 7 jeer marka la barbar dhigo qiimihii horraanta 2021.
Sababtoo ah xaddidnaanta awoodda wax-soo-saarka PVDF ee baytariyada lithium ee Shiinaha, iyo awoodda wax-soo-saarka caadiga ah ee PVDF looma beddeli karo heerka batteriga lithium muddo gaaban gudaheed, dhismaha alaabta ceeriin ee R142B si adag ayaa loo xakameynayaa oo si tartiib ah loo ballaariyay, taasoo keentay si tartiib ah u sii daynta baytari lithium gudaha PVDF awoodda wax soo saarka.Way adag tahay in la kabo.Iyada oo korodhka dheeraadka ah ee iibinta baabuurta tamarta cusub ee nuska labaad ee sanadka, suuqa PVDF ee 2022 ayaa la filayaa in uu ilaaliyo gobolka barwaaqaysan sare, taageero qiimaha PVDF, iyo caawinta shirkadaha PVDF in ay sii kordhiyeen waxqabadkooda sanadlaha ah.
PVP: Taariikhda keenista alaabada qaar waxa ay saf ugu jirtaa Janaayo
Marka la eego qanjaruufo isku dhacyada juqraafiyeed iyo xiisadda tamarta, awoodda wax soo saarka ee shirkadaha kiimikada ee Yurub ayaa hoos u dhacay, amarada shirkadaha gudaha ayaa kor u kacay, iyo dadka ay khusayso ee soo saarayaasha PVP ee gudaha ayaa sheegay in "Alaabooyinka la xidhiidha PVP ee shirkadu ay leeyihiin dib u dhac weyn, iyo Muddada keenista alaabooyinka qaarkood ayaa la soo saaray ilaa sanadka soo socda.Janaayo.”
Ilaha khuseeya soo saaraha PVP ayaa sheegay in awoodda wax soo saarka PVP ee hadda jirta ee wax soo saarka Yurub ay si weyn hoos ugu dhacday, iyo tiro badan oo amarro dibadda ah ayaa bilaabay inay u weeciyaan ganacsiyada gudaha.Waqtigan xaadirka ah, shirkaddu waxay leedahay dib-u-dhac ku dhawaad 1000 tan oo badeecado PVP ah, iyo keenista badeecadaha qaar ayaa loo qorsheeyay dhamaadka sanadka ama xitaa Janaayo sanadka soo socda.
Warshadaha Voltaic: Dalbo buug ilaa 2030
Shirkadda Daqo Energy waxay heshiis Iibka la saxeexatay macmiil.Waxaa lagu heshiiyey qandaraaska in macmiilka laga filayo inuu iibsado 148,800 tons oo ah heerka koowaad ee Sun-level blocks-ka bilaashka ah ee Daqo Energy laga bilaabo Jannaayo 2023 ilaa Disembar 2027, waxaana lagu qiyaasay qaddarka iibsigu waa 45.086 bilyan yuan.Ilaa 2022, Daqo Energy waxa ay saxeexday siddeed qandaraas oo waaweyn oo wadartoodu ay dhan tahay 370 bilyan yuan.
Longji Green Energy iyo sagaalkeeda shirkadood waxay heshiis iibsi dheer oo agabka polysilicon ah la saxeexday shirkadda Daqo Energy ee Inner Mongolia Daqo New Energy.Sida ku cad heshiiska, tirada wax kala iibsiga ee alaabta polysilicon ee u dhaxaysa labada dhinac ee May 2023 ilaa Disembar 2027 waxay ahayd 25.128 milyan tan.Wadarta qadarka qandaraaska ayaa ah ilaa 67.156 bilyan yuan.
Shuangliang Silicon Materials (Baotou) Co., LTD., oo ah shirkad la wada leeyahay oo hoos timaada Shuangliang Energy Saving Co., Ltd. ayaa la saxeexday Qandaraaska Iibka iyo Bixinta Polysilicon ee dhinacyada ay khusayso.Waxaa lagu heshiiyey qandaraaskan in Shuangliang Silicon Materials (Baotou) Co., Ltd. la filayo inay iibsato 155,300 tan oo agab polysilicon ah laga bilaabo 2022 ilaa 2027, iyada oo lagu qiyaasay qadar iibsi RMB 47.056 bilyan.
Waqtigan xaadirka ah, warshadaha sawir-qaadista ee Shiinaha ayaa wali soo bandhigaya isbeddel horumarineed oo aad u wanaagsan.Saddexda rubuc ee ugu horreeya, heerka kobaca warshadaha sawir-qaadista ayaa ka sarreeya 100%, dhoofinta warshadaha sawir-qaadista ayaa ka badan 40 bilyan oo doolarka Maraykanka ah, iyada oo sannad kasta kobac ku dhow 100%.Tan iyo bilowgii sanadkan, tiro ka mid ah shirkadaha silikoon liiska si joogto ah ayaa ku dhawaaqay heshiisyada waaweyn ee qandaraasyada, oo waxay saxiixeen in ka badan 10 dalabyo iibka silicon muddada dheer, tirada guud ee taas oo ka badan 3 million tons iyo qadarka ka badan 800 bilyan yuan.Qiyaastii 92% wax soo saarka warshadaha silikon ee 2022 waxaa qufulay ganacsiyada hoose, iyo qaar ka mid ah qandaraasyada muddada dheer ayaa la saxiixay ilaa 2030.
Wadooyin cusub sida agab cusub iyo soo kabashada baahida ayaa la filayaa inay soo baxaan 2023
Waqtigan xaadirka ah, warshadaha kiimikaad waxay ka wareegayaan wax soo saar ballaaran oo wax soo saar leh oo tayo sare leh.Alaabooyin cusub oo leh heerar hoose oo ganacsi oo Shiineys ah ayaa soo baxay, waxaana la dardargeliyay agabka cusub sida maaddooyinka silikoon, batari lithium, POE, iyo agab cusub.Isla mar ahaantaana, baahida hoose si tartiib tartiib ah ayaa loo furay.Saamaynta cudurka faafa ee 2023 ayaa si tartiib tartiib ah u daciiftay, waxaana la filayaa in baahida ay dardargeliso fursadaha maalgashi ee wadada cusub.
Waqtigan xaadirka ah, qiimaha kiimikooyinka waaweyn ayaa hoos u dhacay waxayna ku jiraan heerka ugu hooseeya.Laga bilaabo Diisambar 2, Tusmada Qiimaha Kiimikada Shiinaha (CCPI) ayaa lagu xidhay 4,819 dhibcood, hoos u dhac 7.86% ah 5230 dhibcood bilowgii sanadkan.
Waxaan aaminsanahay in dhaqaalaha adduunka la filayo inuu si joogto ah u kobco 2023, gaar ahaan dhaqaalaha gudaha ayaa la filayaa inuu keeno wareeg cusub oo soo kabasho ah.Hogaamiyaha warshadaha ayaa gaari doona kobaca waxqabadka marxaladda dayactirka baahida.Intaa waxaa dheer, jidad cusub sida qalab cusub iyo soo kabashada dalabka ayaa qarxay.Dedeji sii deyntaSannadka 2023, waxaanu diiradda saaraynaa saddexda qaybood ee badeecadaha:
(1) Bayoloji synthetic: Marka la eego asalka dhexdhexaadnimada kaarboonka, agabka fosil-ku-salaysan waxa laga yaabaa inay la kulmaan saamayn hoos-u-dhac ah, walxaha bayoolojiga ahi waxay keenayaan meel beddelasho leh oo leh waxqabad aad u wanaagsan iyo faa'iidooyin kharash.Codsiyada baaxadda weyn ee meelaha kale, bayoolaji synthetic, sida hab cusub oo wax soo saar ah, ayaa la filayaa in ay keento daqiiqad cajiib ah, iyo baahida suuqa ayaa la filayaa in si tartiib tartiib ah u furmo.
(2) Qalabka cusub: Muhiimadda ilaalinta silsiladda sahayda kiimikada ayaa sii iftiiminaysa, samaynta nidaam warshadeed oo madaxbannaan oo la xakameyn karo ayaa soo dhow, qaar ka mid ah qalabka cusub ayaa la filayaa inay dardargeliyaan xaqiijinta beddelka guriga, sida shaandho molecular oo heer sare ah iyo kicinta. , Qalabka xayeysiinta aluminiumka, aerogels, alaabta daahan elektiroonigga ah ee taban iyo walxaha kale ee cusub ee suurtogalka ah iyo saamiga suuqa ayaa si tartiib tartiib ah u kordhin doona, qalabka cusub ee qalabka ayaa la filayaa inuu dardargeliyo koritaanka.
(3) Muujinta hantida maguurtada ah & baahida macaamiisha: Iyada oo ay dawladdu sii deyso calaamadaha si loo dabciyo suuqa hantida loona wanaajiyo ka hortagga saxda ah iyo istaraatiijiyada xakamaynta faafitaanka, hagaajinta yar ee siyaasadaha hantida maguurtada ah, barwaaqada isticmaalka iyo silsiladda hantida maguurtada ah. ayaa la filayaa in la dayactiro, waxaana la filayaa in laga faa'iidaysto hantida maguurtada ah iyo alaabada kiimikada ah ee silsiladda macaamiisha ah.
Waqtiga boostada: Dec-20-2022