tawm hauv Tshuag!Tus nqi nce!Yuav ua li cas los tsim ib qho khoom siv saw "firewall" rauroj teeb fais fab

Lub suab ntawm "tawm ntawm cov khoom" thiab "tus nqi nce" txuas ntxiv mus, thiab kev nyab xeeb ntawm cov khoom siv tau dhau los ua qhov kev sib tw loj tshaj plaws rau kev tso tawm tam sim no.roj teeb fais fabmuaj peev xwm ntau lawm.

Txij li thaum lub thib ob ib nrab ntawm 2020, Tuam Tshoj lub zog tshiab tsheb lag luam tau tuav ib tug qauv ntawm kev loj hlob siab.Hauv xyoo 2021, kev ua lag luam yuav txuas ntxiv kom muaj kev vam meej.Txij lub Ib Hlis mus txog Lub Tsib Hlis, kev tsim khoom thiab muag cov tsheb tshiab lub zog tau nce 228% thiab 229% xyoo-rau-xyoo, thiab kev lag luam nkag mus tau nce mus rau 8.8%.

Tsav los ntawm kev xav tau kev lag luam muaj zog, lub peev xwm ntau lawm ntawm lub taub hauroj teeb fais fabtau ncab.Cov khoom siv raw khoom xws li lithium ntsev, electrolytic cobalt,lithium hlau phosphate, electrolyte (xws li lithium hexafluorophosphate, VC hnyav, thiab lwm yam), cov ntawv ci tooj liab, thiab lwm yam tau nthuav dav cov khoom siv thiab kev xav tau sib txawv, thiab tus nqi txuas ntxiv mus..

Ntawm lawv,roj teeb-qib lithium carbonate tau mus txog 88,000 yuan / tuj, thiab ua haujlwm ntawm qib siab.Kev lag luam tam sim no thiab tus nqi yog nyob rau hauv ib qho kev ruaj khov, thiab cov khoom siv tseem tsis xoob.

Kev lag luam xav tau lithium hlau phosphatetau tseem muaj zog txij lub Kaum Hli xyoo tas los.Tus nqi ib tuj tau rov qab los ntawm keeb kwm qis ntawm 32,000 yuan / ton, thiab tau rov qab mus rau 52,000 yuan / ton, nrog nce ntawm 62.5% txij li hauv qab.

Kev lag luam cov ntaub ntawv qhia tau hais tias nyob rau hauv lub Tsib Hlis xyoo no, lub domesticroj teeb fais fabcov zis tag nrho yog 13.8GWh, ib xyoos ib zaug nce ntawm 165.8%, ntawm cov zis ntawmlithium hlau phosphate roj teebyog 8.8GWh, tshaj qhov tso zis txhua hli ntawmli-ion roj teeb lithiumntawm 5GWh thawj zaug xyoo no.Nws tsis yog txiav txim tawm tias qhov tso zis ntawmlithium hlau phosphate roj teebyuav tshaj qhov ntawmli-ion roj teebxyoo no.

Tus nqi ntawm lithium hexafluorophosphate kuj tau nce siab, tsoo rau 4 xyoo siab.Tus nqi lag luam tshiab kawg tau mus txog 315,000 yuan / ton, nce 200% txij thaum pib ntawm lub xyoo 105,000-115,000 yuan / ton, thiab tus nqi tseem nyob ze rau tus nqi nruab nrab ntawm 85,000 yuan hauv peb lub hlis twg ntawm xyoo tas los.4 x ton.

tawm hauv Tshuag!Tus nqi nce!Yuav ua li cas los tsim ib qho khoom siv saw "firewall" rauroj teeb fais fabTam sim no, cov khoom lag luam ntawm lithium hexafluorophosphate kev lag luam tau poob mus rau theem qis tshaj plaws nyob rau xyoo tas los no, thiab qee lub tuam txhab tsim khoom tau txuas ntxiv mus txog qhov muaj peev xwm.Feem ntau cov tuam txhab twb tau saturated lawv cov xaj nyob rau lub Rau Hli, thiab kev lag luam kev lag luam tau tshaj 80%.

Tus nqi ntawm VC hnyav (vinylene carbonate), uas ncaj qha choked caj pas ntawm electrolyte tsim muaj peev xwm, tau nce mus rau 270,000 yuan / tuj, nce ntawm 68% -80% ntawm tus nqi nruab nrab ntawm kev lag luam ntawm 150,000 mus rau 160,000 yuan xyoo tas los.Muaj txawm tias muaj qhov sib txawv ntawm cov khoom siv ib ntus.

Kev lag luam kev txiav txim siab yog tias seb tus nqi ntawm VC cov kuab tshuaj yuav nce ntxiv yog nyob ntawm kev lag luam thiab kev thov.Tam sim no qhov sib txawv ntawm cov khoom siv txuas ntxiv nthuav dav.Nyob rau lub sijhawm tom qab, ntau lub tuam txhab me me thiab nruab nrab ntawm electrolyte yuav tsis tuaj yeem tau txais cov khoom.Nws cia siab tias cov khoom siv nruj ntawm VC yuav txuas ntxiv mus txog rau thawj ib nrab xyoo tom ntej..

Tsis tas li ntawd, qhov nce ntawm tus nqi tooj liab thiab cov nqi ua haujlwm kuj ua rau tus nqi ntawmlithium roj teebtooj liab ntawv ci.Raws li lub Plaub Hlis 25, tus nqi nruab nrab ntawm 6μm tooj liab ntawv ci thiab 8μm tooj liab ntawv ci hauvlithium roj teebCov ntawv ci tooj liab tau nce mus rau 114,000 yuan / tuj thiab 101,000 yuan / ton feem.Piv nrog rau 97,000 yuan / tuj thiab 83,000 yuan / tuj thaum pib lub Ib Hlis, nce 18% thiab 22% raws li.

Ntawm qhov tod tes, qhov tsis txaus ntseeg ntawm cov khoom siv thiab kev thov yuav txuas ntxiv mus rau lub sijhawm luv.Rau cov tuam txhab cov ntaub ntawv, yuav ua li cas los xyuas kom meej cov khoom ntawm cov neeg siv khoom tseem ceeb muaj feem xyuam nrog kev txhim kho kom ruaj khov ntawm ob peb xyoos tom ntej no.Rauroj teeb fais fabcov tuam txhab, yuav ua li cas kom ua tau ib txoj hauj lwm zoo nyob rau hauv kev ruaj ntseg saw hlau Tib lub sij hawm, nws txaus siab rau cov kev xav tau ntawm cov tuam txhab tsheb thiab cov neeg siv khoom kawg kom txo tau cov nqi, thiab sim cov kev txawj ntse thiab kev tshawb fawb thiab kev txiav txim siab ntawm lawv cov thawj coj ntawm lub tuam txhab.

Hauv cov ntsiab lus no, Lub Xya Hli 8-10, 2021 14th High-techLithium roj teebKev lag luam Summit yuav muaj nyob rau ntawm Wanda Realm Ningde R&F Hotel.Lub ntsiab lus ntawm lub rooj sib tham yog "Qhib Lub Sijhawm Tshiab ntawm Lub Zog Tshiab".

Ntau tshaj 500 tus thawj coj loj ntawm lublithium roj teebkev lag luam saw los ntawm kev ua tiav tsheb, cov khoom siv, khoom siv, kev rov ua dua tshiab, thiab lwm yam yuav sib sau ua ke los sib tham txog lub sijhawm tshiab ntawm kev lag luam hluav taws xob tshiab nyob rau hauv lub hom phiaj ntawm carbon neutrality.

Lub rooj sib tham tau koom ua ke los ntawm Ningde Times, GaogongLithium roj teeb, thiab Ningde Municipal People's Government, thiab koom ua ke los ntawm Advanced Industry Research Institute thiab Ningde Municipal Bureau of Industry thiab Information Technology.Kev koom tes.

Lub roj teeb fais fabexpansion VS khoom guarantee

Hauv kev sib piv nrog qhov tsis txaus ntawm cov khoom xa tuaj, lub peev xwm nthuav dav ntawmroj teeb fais fabtseem ceev.

Raws li kev txheeb cais tsis tiav, txij xyoo 2021 txog rau tam sim no, ntauroj teeb fais fabcov tuam txhab xws li CATL, AVICLithium roj teeb,Honeycomb Zog, Guoxuan High-Tech, Yiwei Lithium Zog, BYD thiab lwm yamroj teeb fais fabcov tuam txhab tau tshaj tawm kev nthuav dav nrog cov phiaj xwm peev ntawm ntau dua 240 billion yuan.

Nws yog tsim nyog sau cia tias, tsis zoo li kev nthuav dav hauv ob peb xyoos dhau los, qhov kev sib tw noroj teeb fais fabLub peev xwm nthuav dav tau pom cov yam ntxwv pom tseeb: ua ntej, lub cev tseem ceeb ntawm kev nthuav dav yog concentrated hauv lub taub hauroj teeb fais fabtuam txhab uas muag, thiab qhov thib ob yog hais tias qhov ntsuas ntawm expansion yog ho loj, pib nrog pua pua ntawm lub tsev yog 100 lab.

Txhawm rau kom ruaj khov ntawm cov khoom siv raw khoom ntxiv,roj teeb fais fabcov tuam txhab kuj tseem koom nrog kev tsim kho cov khoom siv hluav taws xob muaj kev nyab xeeb "firewalls".Ntawm lawv, nws tsis txwv rau kev tsim kho tus kheej, kev koom nrog kev ncaj ncees, kev sib koom ua lag luam, kev sib koom ua ke thiab kev yuav, thiab kos npe rau kev txiav txim mus sij hawm ntev kom kaw cov khoom siv thiab cov nqi ntawm cov khoom siv raw.

Coj CATL ua piv txwv.CATL ncaj qha lossis ncaj qha koom nrog ntau tshaj 20 lub tuam txhab khoom siv hluav taws xob, suav nrog thaj chaw xws li lithium, cobalt, npib tsib xee, lithium carbonate / lithium hydroxide, cov khoom zoo thiab tsis zoo, electrolytes thiab additives.Los ntawm kev tuav, mergers thiab acquisitions, thiab sib sib zog nqus binding kom sib sib zog nqus kev tswj ntawm upstream raw khoom ntawm lithium roj teeb.

Nyob rau yav tom ntej, CATL kuj tau kaw cov khoom siv electrolyte ntawm Tinci Materials thiab tus nqi ntawm lithium hexafluorophosphate los ntawm kev txiav txim mus sij hawm ntev thiab them nyiaj ua ntej kom ntseeg tau tias cov khoom siv hluav taws xob muaj peev xwm thiab kev ruaj ntseg ntawm cov nqi.Rau Tinci Materials, qhov kev tso tawm tom ntej ntawm cov peev txheej tsim khoom thiab kev ua lag luam sib koom kuj tseem yuav ruaj khov.

Ntawm tag nrho, rauroj teebcov tuam txhab, tsim kom muaj cov khoom siv khoom siv yuav pab tau lawv txoj kev loj hlob mus ntev;rau cov tuam txhab khoom siv hauv tsev, lawv tuaj yeem tau txais kev txiav txim los ntawm cov tuam txhab ua lag luam lossis koom nrog kev koom tes nrog cov tuam txhab ua lag luam.Yuav muaj qhov zoo dua hauv kev sib tw kev lag luam tom ntej.

Cov tuam txhab ntaub ntawv nthuav dav ntau lawm "kev sib ntaus sib tua loj"

Nyob rau hauv thiaj li yuav khaws cia nrog expansion ntawmroj teeb fais fabtuam txhab uas muag thiab tuav lub lag luam loj loj lub sij hawm coj los ntawm lub ntiaj teb no lub zog hloov, cov ntaub ntawv tuam txhab uas muag kuj nquag deploying peev xwm.

Gaogong Lithium tau pom tias txij li xyoo tas los, cov tuam txhab npaj yuav pib nthuav dav hauv cov khoom siv cathode suav nrog Rongbai Technology, Dangsheng Technology, Dow Technology, Xiamen Tungsten Tshiab Zog, Xiangtan Electrochemical, Taifeng First, Fengyuan Shares, Guoxuan High-Tech, Defang Nano thiab lwm yam.

Nyob rau hauv cov nqe lus ntawm anodes, Putailai, Shanshan, National Technology (Snow Industry), Zhongke Electric, Xiangfenghua, thiab Kaijin Zog yog tag nrho cov stepping up deployment ntawm anode cov ntaub ntawv tsim muaj peev xwm thiab graphitization ua muaj peev xwm.

Tib lub sijhawm, Fuan Carbon Materials, Hubei Baoqian, Jintaineng, Minguang New Materials, Longpan Technology, Sunward Intelligent, thiab Huashun Tshiab Zog kuj tau koom nrog cov khoom siv anode nthuav dav.

Hais txog diaphragms, Putailai, Xingyuan Materials, Cangzhou Pearl, Enjie, thiab Sinoma Technology kuj tau tshaj tawm kev nthuav dav.

Kev muab khoom txuas ntxiv kom nruj, thiab lithium hexafluorophosphate tseem tab tom ua rau hauv ib puag ncig tshiab ntawm "kev nthuav dav nthwv dej".Xws li Tinci Materials, Yongtai Technology, thiab Duo Fluoride tau nce lawv lub peev xwm ntau lawm ntawm lithium hexafluorophosphate.

Hais txog lwm yam ntaub ntawv, tus thawj coj tooj liab ntawv nyiaj Nordisk, tus thawj coj ntawm cov qauv Kodari, thiab tus thawj coj electrolyte hnyav Shi Dashenghua kuj tseem ua kom lub peev xwm tsim tau.

Dab tsi yuav tsum tau ceev faj yog tias cov tuam txhab cov ntaub ntawv muaj teeb meem nrog kev sib txuam sib luag, kev xa khoom muaj peev xwm, thiab kev ruaj ntseg zoo hauv kev koom tes nrog cov neeg siv khoom, nws yuav muaj kev cuam tshuam tsis meej rau lawv txoj kev loj hlob tom ntej.

Yog li ntawd, ua raws li qhov kev thov thiab kev sib hloov ntawm lub hwj chim roj teeb lub taub hau tuam txhab uas muag yuav yog ib qho tseem ceeb rau yav tom ntej kev loj hlob ntawm cov ntaub ntawv tuam txhab uas muag thiab yuav muaj kev cuam tshuam loj heev rau cov kev hloov nyob rau hauv lub lag luam qauv.