hanze yububiko!Kongera ibiciro!Nigute wubaka urwego rwo gutanga "firewall" kuriamashanyarazi

Ijwi rya "ridafite ububiko" n "" izamuka ryibiciro "rirakomeza umwe umwe, kandi umutekano wurwego rutanga ibintu wabaye ikibazo gikomeye cyo kurekura ibyubuamashanyaraziubushobozi bwo gukora.

Kuva mu gice cya kabiri cya 2020, isoko rishya ry’imodoka z’Ubushinwa ryakomeje kugenda ryiyongera.Muri 2021, isoko rizakomeza kugumana urwego rwo hejuru rwiterambere.Kuva muri Mutarama kugeza Gicurasi, umusaruro no kugurisha ibinyabiziga bishya byingufu byiyongereyeho 228% na 229% umwaka ushize, naho isoko ryinjira ryiyongera kugera kuri 8.8%.

Bitewe nubushake bukomeye bwisoko, ubushobozi bwumusaruro wumutweamashanyaraziyarambuye.Ibikoresho fatizo byo hejuru birimo umunyu wa lithium, cobalt ya electrolytike,lisiyumu ya fosifate, electrolyte (harimo na lithium hexafluorophosphate, VC solvent, nibindi), umuringa wumuringa, nibindi byaguye icyuho cyibisabwa, kandi igiciro cyakomeje kuzamuka..

Muri bo,bateri-kuzamura karubone ya lithium yageze kuri 88.000 / toni, kandi ikora kurwego rwo hejuru.Isoko ryubu nigiciro kiri muburyo bugaragara, kandi itangwa ntirirekura.

Inganda zikenera lithium fer fosifateyakomeje gukomera kuva mu Kwakira umwaka ushize.Igiciro kuri toni cyazamutse kiva mumateka ya 32.000 Yuan / toni, kandi cyongeye kugera kuri 52.000 Yuan / toni, cyiyongereyeho 62.5% kuva hasi.

Inganda zerekana ko muri Gicurasi uyu mwaka, murugoamashanyaraziibisohoka byose hamwe 13.8GWh, umwaka-ku mwaka kwiyongera kwa 165.8%, muri byo umusaruro wabateri ya lithium feryari 8.8GWh, irenga umusaruro wa buri kwezi wabateri ya litiroya 5GWh kunshuro yambere uyumwaka.Ntabwo byanze bikunze ibisohoka byabateri ya lithium ferBizarenga ibyobateriuyu mwaka.

Igiciro cya lithium hexafluorophosphate nayo yazamutse, igera hejuru yimyaka 4.Igiciro cyisoko giheruka kigeze kuri 315.000 yuan / toni, cyiyongereyeho 200% guhera muntangiriro yumwaka 105.000-115,000 yuan / toni, ndetse nigiciro cyegereye igiciro cyo hagati ya 85.000 mugihembwe cya gatatu cyumwaka ushize.Inshuro 4 toni.

hanze yububiko!Kongera ibiciro!Nigute wubaka urwego rwo gutanga "firewall" kuriamashanyaraziKugeza ubu, ibarura ry’inganda za lithium hexafluorophosphate ryaragabanutse kugera ku rwego rwo hasi mu myaka yashize, kandi ibigo bimwe na bimwe bitanga umusaruro byakomeje kugera ku bushobozi bwuzuye.Ibigo byinshi bimaze guhaza ibicuruzwa muri kamena, kandi inganda zikora zirenga 80%.

Igiciro cya VC solvent (vinylene carbone), cyanize mu muhogo ubushobozi bw’umusaruro wa electrolyte, cyazamutse kigera kuri 270.000 / toni, kikaba cyiyongereyeho 68% -80% bivuye ku giciro cyo hagati y’isoko 150.000 kugeza 160.000.Hariho icyuho cyo gutanga mugihe gito.

Inganda zemeza ko niba igiciro cyumuti wa VC kizamuka cyane biterwa nisoko nibisabwa.Icyuho cyo gutanga gikomeje kwiyongera.Mugihe cyakurikiyeho, ibigo byinshi bito n'ibiciriritse bya electrolyte ntibishobora kubona ibicuruzwa.Biteganijwe ko itangwa rya VC rizakomeza kugeza igice cyambere cyumwaka utaha..

Byongeye kandi, izamuka ryibiciro byumuringa namafaranga yo gutunganya nabyo byazamuye igiciro cyabatiriumuringa.Kugeza ku ya 25 Mata, impuzandengo yikigereranyo cya 6μm fayili yumuringa na 8μm umuringa muribatiriifu y'umuringa yazamutse igera kuri 114.000 / toni na 101.000.Ugereranije na 97.000 Yuan / toni na 83.000 Yuan / toni mu ntangiriro za Mutarama, kwiyongera kwa 18% na 22%.

Muri rusange, ubusumbane hagati yo gutanga nibisabwa bizakomeza mugihe gito.Ku masosiyete y'ibikoresho, uburyo bwo kwemeza itangwa ryabakiriya bingenzi bifitanye isano niterambere rirambye ryimyaka mike iri imbere.Kuriamashanyaraziamasosiyete, uburyo bwo gukora akazi keza mumutekano wo gutanga isoko Muri icyo gihe, ihaza ibikenerwa namasosiyete yimodoka kandi ikarangiza abakiriya kugabanya ibiciro, ikanagerageza ubwenge nubushakashatsi bufatika no gucira imanza abayobozi babo.

Ni muri urwo rwego, ku ya 8-10 Nyakanga, 2021 14-tekinorojiBateri ya LitiyumuInama yinganda izabera muri Wanda Realm Ningde R&F Hotel.Insanganyamatsiko y'inama ni “Gufungura ibihe bishya by'ingufu nshya”.

Abayobozi bakuru barenga 500 babatiriUrunigi rw'inganda ruva mu binyabiziga byuzuye, ibikoresho, ibikoresho, gutunganya, n'ibindi bizateranira hamwe kugira ngo baganire ku gihe gishya cy'inganda nshya zishingiye ku kutabogama kwa karubone.

Iyi nama yateguwe na Ningde Times, GaogongBateri ya Litiyumu, hamwe na Reta ya Ningde ya Gisagara, kandi ifatanije n’ikigo gishinzwe ubushakashatsi mu nganda n’ikigo cya Ningde gishinzwe inganda n’ikoranabuhanga mu itumanaho.Twese hamwe.

Amashanyarazikwagura VS ingwate yibikoresho

Bitandukanye cyane no kubura isoko yo hejuru, kwagura ubushoboziamashanyaraziiracyihuta.

Ukurikije imibare ituzuye, kuva 2021 kugeza ubu, benshiamashanyaraziibigo nka CATL, AVICBatiri ya Litiyumu,Ingufu za Honeycomb, Guoxuan High-Tech, Yiwei Lithium Ingufu, BYD nibindiamashanyaraziamasosiyete yatangaje ko yaguye afite gahunda yo gushora imari irenga miliyari 240.

Birakwiye ko tumenya ko, bitandukanye no kwaguka mumyaka mike ishize, iki cyiciro cyaamashanyarazikwagura ubushobozi byagaragaje ibintu bigaragara: icya mbere, umubiri nyamukuru wo kwaguka wibanze mumutweamashanyaraziibigo, naho icya kabiri ni uko igipimo cyo kwaguka ari kinini cyane, ahanini hamwe na magana Igice ni miliyoni 100.

Mu rwego rwo kurushaho gushimangira itangwa ry'ibikoresho fatizo,amashanyaraziibigo nabyo bigira uruhare runini mukubaka ibikoresho byo hejuru byumutekano "firewall".Muri byo, ntabwo bigarukira gusa ku kwiyubaka, kwitabira uburinganire, imishinga ihuriweho, guhuriza hamwe no kugura, no gushyira umukono kumasezerano maremare yo gufunga itangwa nigiciro cyibikoresho fatizo.

Fata CATL nk'urugero.CATL igira uruhare rutaziguye cyangwa butaziguye mu masosiyete arenga 20 yo hejuru, akubiyemo ahantu nka lithium, cobalt, nikel, lithium carbone / hydroxide ya lithium, ibikoresho byiza nibibi, electrolytite ninyongera.Binyuze mu gufata, guhuza hamwe no kugura, hamwe no guhuza byimbitse kugirango wongere igenzura ryibikoresho byo hejuru bya bateri ya lithium.

Mu gihe cya vuba, CATL nayo yafunze amashanyarazi ya Tinci hamwe nigiciro cya lithium hexafluorophosphate binyuze mumabwiriza maremare hamwe no kwishyura mbere kugirango habeho gutanga umusaruro wa electrolyte kandi ibiciro bihamye.Kubikoresho bya Tinci, gusohora nyuma yubushobozi bwumusaruro nu mugabane wamasoko nabyo bizemezwa neza.

Muri rusange, kuribateriibigo, kubaka urunigi rukomeye rwo gutanga ibikoresho bizafasha iterambere ryabo rirambye;kubikoresho byo murugo, barashobora kubona ibicuruzwa mubigo bikomeye cyangwa kwitabira ubufatanye nibigo bikomeye.Uzagira inyungu nyinshi mumarushanwa ataha yinganda.

Isosiyete ikora ibikoresho yagura umusaruro "intambara nini"

Kugirango ukomeze hamwe no kwaguka kwaamashanyaraziamasosiyete no gusobanukirwa amahirwe menshi yisoko yazanwe ninzibacyuho yingufu kwisi, ibigo byibikoresho nabyo bikoresha imbaraga zo kwagura ubushobozi.

Gaogong Lithium yabonye ko kuva umwaka ushize, amasosiyete ateganya gutangira kwaguka mubijyanye nibikoresho bya cathode harimo Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten New Energy, Xiangtan Electrochemical, Taifeng First, Fengyuan Shares, Guoxuan High-Tech, Defang Nano n'ibindi.

Kubijyanye na anode, Putailai, Shanshan, Ikoranabuhanga ryigihugu (Inganda zurubura), amashanyarazi ya Zhongke, Xiangfenghua, na Kaijin Energy byose byongera imbaraga zo kohereza ibikoresho bya anode hamwe nubushobozi bwo gutunganya ibishushanyo.

Muri icyo gihe, ibikoresho bya Carbone bya Fuan, Hubei Baoqian, Jintaineng, Minguang Ibikoresho bishya, Ikoranabuhanga rya Longpan, Sunward Intelligent, na Huashun New Energy na bo binjiye mu nkambi yo kwagura ibikoresho bya anode.

Ku bijyanye na diaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, na Sinoma Technology na byo byatangaje ko byagutse.

Isoko rikomeje gukomera, kandi lithium hexafluorophosphate nayo itangiza icyiciro gishya cya "kwaguka".Harimo Ibikoresho bya Tinci, Ikoranabuhanga rya Yongtai, na Duo Fluoride byongereye umusaruro wa lithium hexafluorophosphate.

Ku bijyanye n’ibindi bikoresho, umuyobozi w’umuringa Nordisk, umuyobozi wibigize imiterere Kodari, hamwe n’umuyobozi wa solly electrolyte Shi Dashenghua nabo bihutisha imiterere yubushobozi.

Igikeneye kuba maso ni uko niba ibikoresho byamasosiyete bifite ibibazo bijyanye nigitekerezo cyo guhuza injyana, ubushobozi bwo gutanga, hamwe nubwishingizi bufite ireme kubufatanye nabakiriya bayobora, bizagira ingaruka zidashidikanywaho kumajyambere yabo akurikira.

Kubwibyo, kugendana nibisabwa hamwe nigitekerezo cyamasosiyete akomeye ya batiri yingufu bizaba ingenzi mugutezimbere ejo hazaza h’ibikoresho kandi bizagira ingaruka zikomeye kumihindagurikire yimiterere yisoko.