n 2022, okuthintwe yizinto ezinjengobhubhane lwasekhaya kanye nokukhuphuka kwamandla emali phesheya kwezilwandle, isidingo samakhemikhali sengcindezi emfushane, futhi abakhiqizi basekhaya banengcindezi yesikhathi esifushane. Ngasikhathi sinye, isiyaluyalu sesimo samazwe omhlaba saphoqelela ukusebenza okuphezulu kwamanani amakhulu wamandla, okudale ingcindezi ethile ekupheleni kwezindleko ezikhuphukayo. Kukhona umehluko osobala. Ezinye izinto zihleliwe futhi zathola ukuthi eminyakeni emibili edlule, amanani eminye imikhiqizo akhuphuke ngo-700%, futhi indawo yemakethe iqhubeke yandiswa. Ngibheke phambili ku-2023, liphi ithuba?
Ama-700% kukhuphuke kungakapheli iminyaka emibili, kuhlelwa ama-oda abonakalayo ngonyaka olandelayo
IhithiumHI-YDroxide: Abakhiqizi abaningi be-Downstream bahlwitha
Ngaphansi kwesimo semakethe sokuhlinzekwa okuqinile kanye nesidingo, i-lithium hydroxide yahlwitha ngabakhiqizi abaphansi.
I-Yahua Group yamemezela ukuthi i-Yahua Lithium ye-Yahua Lithium yase-Aisi yase-Aisi Yahua (Ya'an) ne-SK AIS kaI (Shanghai) yasayina inkontileka yebhethri -level lithium Hydroxide Refinity Refini. I-Ya'an Lithium iqinisekisa ukuthi kusukela ngo-2023 kuya ku-2025, ihlinzeka ngemikhiqizo evela ku-Aisi, enesilinganiso esiphelele samathani angama-20,000 kuya kwangama-30,000.
I-Aiscai nayo isayine "inkontileka yezentengiso (2023-2025)" ngeTiani Lithium neSichuan Tianua ukuthengisa imikhiqizo ye-Battery Yaba I-Lithiusku ekuqaleni ngonyaka ka-2023, lapho inkontileka ihlinzekela khona inani eliphelele Inani livunyelwe kwinkontileka (ngaphakathi kwe- ± 10%).
Ngaphezu kwezinkampani zebhethri, izinkampani zezimoto nazo ziyancintisana ngenkuthalo ye-Lithium hydrogen oxide. IMercedes-Benz imemezele isivumelwano neCanada-Germany Rock Tech Lithium. Ngokwesilinganiso, okwedlule kuzothenga amathani ayi-10,000 e-Lithium Hydroxide kusuka kokugcina unyaka ngamunye, ngesilinganiso sokuthenga sama-euro ayizigidi eziyizinkulungwane eziyi-1.5. I-GM ne-Lig Energy Energy kanye ne-Lithium Technology Company Livent basayine iminyaka eminingi yesivumelwano sokuqinisekisa ukuthi izinto ezibalulekile zokwenza amabhethri ezimoto kagesi. Phakathi kwazo, i-livent izohlinzeka ngebhethri-grade lithium hydroxide ku-General Motors kungakapheli iminyaka engu-6 ukuqala ngo-2025.
Ngokombono wedatha yemakethe, ehlanganiswe nenqubekela phambili yentuthuko yamanje ye-Upstream Lithium izinsiza, ukwakhiwa kwamabhizinisi amasha we-Lithium Dowstream, ukunikezwa kanye nokufunwa kwe-lithium hydroxide kusekulinganisweni okuqinile, futhi Kulindeleke ukuthi uqhubeke kuze kube ngu-2023.
I-PVDF: Izikhathi eziyi-7 zikhuphuka ngentengo, kunzima ukugcwalisa igebe lokuhlinzekwa
Njengoba imakethe ye-DownTream iyaqhubeka nokushisa, ukulethwa kanye nokufunwa igebe le-lithium Battery Pvdf liyaqhubeka nokwanda, futhi amandla okukhiqiza wezinto ezisetshenziswayo R142B akhungathekile, futhi ukunikezwa kwemakethe kubalulekile. Intengo yemakethe yeLithium -Battery Pvdf ikhuphuke yaya ku-700,000 yuan / ton, okucishe kuqhathaniswa namahlandla ayi-7 ngokuqhathaniswa nentengo yokuqala 2021.
Ngenxa yamandla okukhiqiza we-PVDF akhawulelwe amabhethri e-lithium eChina, futhi umthamo ojwayelekile wokukhiqiza we-PVDF awukwazi ukuguqulwa ube ibhethri le-lithium -level pvdf ngesikhathi esifushane, ukwakhiwa kwezinto ezingavuthiwe R142B kulawulwa ngokuqinile futhi kunwetshiwe Ukukhishwa kancane kwe-Lithium ye-Lithium Precity PvDF yokukhiqiza. Kunzima ukukwenza. Ngokwenyuka okwengeziwe kokuthengisa kwezimoto ezintsha ze-Energy Engxenyeni yesibili yonyaka, kulindeleke ukuthi imakethe ye-PVDF ngo-2022 ukuthi ilondoloze izwe eliphakeme kakhulu, nezinkampani ze-PVDF, futhi izinkampani ze-PVDF ziye zanda ukusebenza kwazo minyaka yonke.
I-PvP: Usuku lokulethwa kweminye imikhiqizo luzokhula lube ngoJanuwari
Ngaphansi kwengcosana yezingxabano zezwe kanye nenkinga yamandla, amandla okukhiqiza ama-giants angamakhemikhali aseYurophu anciphile, ama-oda ezinkampani ezifuywayo avele, futhi abantu abafanelekile abakhiqizi be-PVP basekhaya bathi "imikhiqizo yenkampani ye-PVP -Imisiwe ine-backlog engathi sína, kanye Isikhathi sokulethwa kweminye imikhiqizo sibalwa kuze kube unyaka olandelayo. Janawari. "
Imithombo efanelekile yoMkhiqizi we-PVP ithe umthamo wamanje wokukhiqiza we-PVP wabakhiqizi baseYurophu yehle kakhulu, futhi inani elikhulu lama-oda phesheya kwezilwandle aseqalile ukuphambukisela emabhizinisini asekhaya. Njengamanje, inkampani ine-backlog of amathani acishe abe ngu-1000 wemikhiqizo ye-PVP, kanye nokulethwa kweminye imikhiqizo kuhlelwe kuze kube sekupheleni konyaka noma ngoJanuwari ngonyaka olandelayo.
Imboni ye-Photovoltaic: Incwadi ye-Order ngo-2030
I-Daqo Energy isisayine isivumelwano sokuthenga nekhasimende. Kuvunyelwene ngesivumelwano lapho ikhasimende kulindeleke ukuthi lithenge amathani angama-148,800 amabhlogo wokuhlanza amabanga okuqala elanga kusuka kumandla we-dahlo kusukela ngoJanuwari 2023 kuya ku-December 2027 billion yuyaan. Kusukela ngo-2022, i-Daqo Energy isayine izinkontileka ezinkulu eziyisishiyagalombili ezifinyelela cishe ama-370 billion yuan.
I-Longji Green Energy kanye nezimali zayo eziyisishiyagalolunye zisayine isivumelwano sokuthenga eside se-oda lezinto zokwakha amaPopholi Ngokwesivumelwano, inani lokuthenga lezinto zokwakha amaPolysilicon phakathi kwalawa maqembu womabili kusuka ngoMeyi 2023 kuya ku-December 2027 kwakungamathani ayizigidi ezingama-25.128. Inani eliphelele lale nkontileka lingaba ngu-67.15 billion yun.
I-Shuangliang Silicon Izinto ze-SILICON (BAOTOU) Co, LTD. Kuvunyelwene kule nkontileka ukuthi iShuangliang Silicon Izinto ze-Silicon (i-Ltd kulindeleke ukuthi ithenge amathani angama-155 300 wezinto ezisetshenziswayo zePolysilicon ukusuka ku-2022 kuya ku-2027 billion we-RMB 47.056 billion.
Njengamanje, imboni ye-Photovoltaic yaseChina isapha inkambiso yentuthuko enhle. Ezindaweni zokuqala ezintathu, izinga lokukhula komkhakha we-Photovoltaic lidlula i-100%, futhi ukuthunyelwa komkhakha we-Photovoltaic kudlula ama-40 billion ama-US Dollars, ngokukhula konyaka ocishe kube ngu-100%. Kusukela ekuqaleni kwalo nyaka, izinkampani eziningi ze-silicon ezibhalwe kaningi zimemezele izimemezelo ezinkulu zenkontileka, futhi zisayine ama-oda wokuthengisa we-silicon wesikhathi eside, usayizi ophelele odlula amathani ayizigidi ezi-3 kanye nenani le-800 billion yuan. Cishe ama-92% okuphuma embonini yaseSilicon ngo-2022 kukhiywe ngamabhizinisi aphansi, kanti ezinye izinkontileka zesikhathi eside ziye zasayinwa kuze kube ngu-2030.
Amathrekhi amasha anjengezinto ezintsha kanye nokubuyiselwa kwezidingo kulindeleke ukuthi aphume ngo-2023
Njengamanje, imboni yamakhemikhali iguqukela ekukhiqizweni okukhulu-scale ekukhiqizweni okuphezulu. Izinto ezintsha ezinamazinga okungena aphansi ngamabhizinisi aseChinese akhuphuke, futhi izinto ezintsha ezifana nezinto zokwakha i-silicon, ibhethri le-lithium, i-poe, nezinto ezintsha ziyasheshiswa. Ngasikhathi sinye, ukufunwa komfula kuyavulwa kancane kancane. Umthelela wobhubhane ngo-2023 uphinde waba buthaka kancane kancane, futhi ukufunwa kulindeleke ukuthi kusheshiswe amathuba okutshala imali wethrekhi entsha.
Njengamanje, amanani entengo amakhemikhali amakhulu awile futhi asezingeni eliphansi. Kusukela ngoDisemba 2, i-Chinese Chemical Product Index Index (CCPI) ivaliwe ngamaphuzu angama-4,819, ukwehla okungu-786% kusuka kumaphoyinti angama-5230 ekuqaleni kwalo nyaka.
Sikholelwa ukuthi umnotho wembulunga yonke kulindeleke ukuthi akhule ngokuqinile ngo-2023, ikakhulukazi umnotho wasekhaya kulindeleke ukuthi asheshe emzuliswaneni omusha wokululama. Umholi wezimboni uzothola ukukhula kokusebenza esigabeni sokulungiswa kwezidingo. Ngaphezu kwalokho, amathrekhi amasha anjengezinto ezintsha kanye nokubuyiselwa kokufunwa kabusha. Ukusheshisa ukukhishwa. Ngo-2023, sigxile kulezi zigaba ezintathu zemikhiqizo:
. Izicelo ezinkulu -scale kwamanye amasimu, i-biology yokwenziwa, njengendlela entsha yokukhiqiza, kulindeleke ukuthi isheshe ngesikhathi esihle, futhi ukufunwa kwemakethe kulindeleke ukuthi kuvuleke kancane kancane.
. , izinto zokwenziwa kwe-apulamu adsorption, ama-aerogels, izinto ezingezinhle ze-electrode ectiating nezinye izinto ezintsha zokuhlinzeka ngezinto zemakethe kanye nezabelo zemakethe zizokhula kancane, ithrekhi entsha yezinto ezibonakalayo kulindeleke ukuba Sheshisa ukukhula.
. kulindeleke ukuthi ilungiswe, futhi i-Real Estate kanye nemikhiqizo yamakhemikhali yabathengi kulindeleke ukuba inzuzo.
Isikhathi sePosi: Dec-20-2022