Ngo-2022, kuthinteke izici ezifana nobhubhane lwasekhaya kanye nokwehla kwamandla emali kwamanye amazwe, isidingo samakhemikhali sokucindezela kwesikhashana, kanye nabakhiqizi basekhaya banengcindezi yokunciphisa inani lempahla esikhathini esifushane. Ngesikhathi esifanayo, ukuphazamiseka kwesimo samazwe ngamazwe kwasunduza ukusebenza kwezinga eliphezulu kwamanani amakhulu kagesi, okwabangela ingcindezi ethile ekugcineni kwezindleko eziphezulu. Kukhona umehluko osobala. Ezinye izinto zihlungiwe futhi kwatholakala ukuthi eminyakeni emibili edlule, amanani eminye imikhiqizo akhuphuke ngo-700%, futhi isikhala semakethe siqhubekile nokukhula. Ngibheke phambili ku-2023, likuphi ithuba?
I-700% kwanda phakathi neminyaka emibili, ama-oda ezinto zokusetshenziswa ahlelelwe unyaka ozayo
I-LithiumHi-ydroxide: abakhiqizi abaningi abangaphansi komfula batholile
Ngaphansi kwesimo semakethe sokutholakala nokuntuleka kokunikezwa, i-lithium hydroxide yathengwa ngabakhiqizi abangaphansi komfula.
I-Yahua Group imemezele ukuthi inkampani engaphansi kwenkampani i-Yahua Lithium (Ya'an) kanye ne-SK's Aisi Kai New Energy (Shanghai) basayine inkontileka yokuphakelwa kwe-lithium hydroxide esezingeni lebhethri. I-Ya'an Lithium iqinisekisa ukuthi kusukela ngo-2023 kuya ku-2025, ihlinzeka ngemikhiqizo evela ku-Aisi, enamathani angu-20,000 kuya ku-30,000.
I-Aiscai iphinde yasayina “Inkontileka Yokuthengisa (2023-2025)” neTianyi Lithium kanye neSichuan Tianhua yokudayisa imikhiqizo ye-lithium hydroxide yezinga lebhethri ku-Aiskai kusukela ngo-2023, lapho inkontileka ihlinzeka khona ngokulethwa okufanayo njalo ngenyanga kanye nokuthunyelwa kwaminyaka yonke okungadluli inani eliphelele elivunyelwene ngalo kwinkontileka (ngaphakathi kuka-±10%).
Ngaphezu kwezinkampani zamabhethri, izinkampani zezimoto nazo zincintisana ngenkuthalo nge-lithium hydrogen oxide. IMercedes-Benz imemezele isivumelwano neCanada-Germany Rock Tech Lithium. Ngokwesilinganiso, inkampani yokuqala izothenga amathani ayi-10,000 e-lithium hydroxide yebanga lebhethri kusukela kweyesibili minyaka yonke, ngesilinganiso sokuthengiselana esingama-euro ayizigidi eziyizinkulungwane eziyi-1.5. I-GM kanye ne-LIG New Energy kanye ne-Lithium Technology Company i-Livent basayine isivumelwano seminyaka eminingi ukuqinisekisa ukuthi izinto zokusetshenziswa ezibalulekile zokwenza amabhethri ezimoto zikagesi. Phakathi kwazo, i-Livent izohlinzeka nge-lithium hydroxide yebanga lebhethri ku-General Motors zingakapheli iminyaka eyi-6 kusukela ngo-2025.
Ngokombono wedatha yemakethe, kuhlanganiswe nentuthuko yamanje yezinsizakusebenza ze-lithium ezikhuphukayo, ukwakhiwa kwamabhizinisi okucubungula usawoti we-lithium, kanye nokwandiswa kwamabhizinisi amasha akhuphukayo, ukunikezwa kanye nesidingo se-lithium hydroxide kusesesilinganisweni esiqinile, futhi kulindeleke ukuthi kuqhubeke kuze kube ngu-2023.
I-PVDF: Intengo ikhuphuka izikhathi ezingu-7, kunzima ukuyigcwalisa ngenxa yesikhala sokunikezwa
Njengoba imakethe engezansi iqhubeka nokushisa, igebe lokunikezwa kanye nesidingo se-PVDF yebhethri le-lithium liyaqhubeka nokukhula, futhi amandla okukhiqiza izinto zokusetshenziswa i-R142B agcwele, futhi ukunikezwa kwemakethe kukhulu kakhulu. Intengo yemakethe ye-PVDF yebhethri le-lithium ikhuphuke yaya ku-700,000 yuan/ton, okucishe kube izikhathi eziyisikhombisa uma kuqhathaniswa nentengo yasekuqaleni kuka-2021.
Ngenxa yomthamo olinganiselwe wokukhiqiza we-PVDF wamabhethri e-lithium eShayina, kanye nomthamo ojwayelekile wokukhiqiza we-PVDF awukwazi ukuguqulwa ube yi-PVDF yebhethri le-lithium ngesikhathi esifushane, ukwakhiwa kwezinto zokusetshenziswa i-R142B kulawulwa ngokuqinile futhi kwandiswe kancane, okuholela ekukhishweni kancane komthamo wokukhiqiza webhethri le-lithium lasekhaya le-PVDF. Kunzima ukukulungisa. Njengoba ukwanda okuqhubekayo kokuthengiswa kwezimoto ezintsha zamandla engxenyeni yesibili yonyaka, imakethe ye-PVDF ngo-2022 kulindeleke ukuthi igcine isimo sokuchuma okuphezulu, isekele amanani e-PVDF, futhi isize izinkampani ze-PVDF ukuthi zikhulise ukusebenza kwazo kwaminyaka yonke.
I-PVP: Usuku lokulethwa kwemikhiqizo ethile luzobekwa emgqeni kuze kube uJanuwari
Ngaphansi kokucindezeleka kwezingxabano zezindawo kanye nenkinga yamandla, amandla okukhiqiza ezinkampani ezinkulu zamakhemikhali zaseYurophu ehlile, ama-oda ezinkampani zasekhaya akhuphuke kakhulu, futhi abantu abafanele abavela kubakhiqizi be-PVP basekhaya bathi "imikhiqizo ehlobene ne-PVP yenkampani inomnqamulajuqu omkhulu, futhi isikhathi sokulethwa kwemikhiqizo ethile sibekwe ezingeni kuze kube unyaka ozayo. Januwari."
Imithombo efanele yomkhiqizi we-PVP ithe amandla okukhiqiza i-PVP amanje abakhiqizi baseYurophu ehle kakhulu, futhi inani elikhulu lama-oda aphesheya kwezilwandle seliqalile ukushintshela emabhizinisini asekhaya. Njengamanje, inkampani inenqwaba yamathani acishe abe yi-1000 emikhiqizo ye-PVP, futhi ukulethwa kweminye imikhiqizo kuhlelelwe ukuphela konyaka noma ngisho noJanuwari ngonyaka ozayo.
Imboni ye-Photovoltaic: Bhukha i-oda kuze kube ngu-2030
I-Daqo Energy isayine Isivumelwano Sokuthenga nekhasimende. Kuvunyelwene enkontilekeni ukuthi ikhasimende kulindeleke ukuthi lithenge amathani ayi-148,800 amabhulokhi okugeza mahhala e-Sun-level first-grade avela ku-Daqo Energy kusukela ngoJanuwari 2023 kuya kuDisemba 2027, kanti inani elilinganisiwe lokuthenga liyi-yuan eyizigidigidi ezingama-45.086. Kusukela ngo-2022, i-Daqo Energy isayine izinkontileka ezinkulu eziyisishiyagalombili ezilinganiselwa ku-yuan eyizigidigidi ezingama-370.
I-Longji Green Energy kanye nezinkampani zayo ezingaphansi kwayo eziyisishiyagalolunye zisayine isivumelwano sokuthenga izinto ze-polysilicon isikhathi eside nenkampani engaphansi kwe-Daqo Energy i-Inner Mongolia Daqo New Energy. Ngokwesivumelwano, inani lentengiselwano yezinto ze-polysilicon phakathi kwamaqembu amabili kusukela ngoMeyi 2023 kuya kuDisemba 2027 lalingamathani ayizigidi ezingu-25.128. Inani eliphelele lale nkontileka lingaba yi-yuan eyizigidigidi ezingu-67.156.
I-Shuangliang Silicon Materials (Baotou) Co., LTD., inkampani ephethwe ngokuphelele yi-Shuangliang Energy Saving Co., Ltd. isayine iSivumelwano Sokuthenga Nokuphakelwa kwe-Polysilicon nezinhlangothi ezifanele. Kuvunyelwene kulesi sivumelwano ukuthi i-Shuangliang Silicon Materials (Baotou) Co., Ltd. kulindeleke ukuthi ithenge amathani ayi-155,300 ezinto ze-polysilicon kusukela ngo-2022 kuya ku-2027, ngenani lokuthenga elilinganiselwa ku-RMB 47.056 billion.
Njengamanje, imboni ye-photovoltaic yaseShayina isabonisa ukuthambekela okuhle kwentuthuko. Ezigabeni ezintathu zokuqala, izinga lokukhula kwemboni ye-photovoltaic lidlula u-100%, kanti ukuthunyelwa kwamanye amazwe kwemboni ye-photovoltaic kudlula amaRandi ayizigidigidi ezingama-40 ase-US, kanye nokukhula konyaka nonyaka okucishe kube ngu-100%. Kusukela ekuqaleni kwalo nyaka, izinkampani eziningi ze-silicon ezisohlwini ziye zamemezela izimemezelo ezinkulu zenkontileka, futhi zisayine ama-oda okuthengisa e-silicon angaphezu kwe-10 esikhathi eside, inani lawo lilonke lidlula amathani ayizigidi ezi-3 kanti inani lidlula ama-yuan ayizigidigidi ezingama-800. Cishe u-92% womkhiqizo wemboni ye-silicon ngo-2022 uvalwe amabhizinisi angaphansi, kanti ezinye izinkontileka zesikhathi eside zisayinwe kuze kube ngu-2030.
Kulindeleke ukuthi kuvele izindlela ezintsha ezifana nezinto ezintsha kanye nokubuyiselwa kwesidingo ngo-2023.
Njengamanje, imboni yamakhemikhali ishintsha isuka ekukhiqizeni okukhulu iye ekukhiqizeni kwekhwalithi ephezulu. Izinto ezintsha ezinezinga eliphansi lokungena emabhizinisini aseShayina ziye zavela, futhi izinto ezintsha ezifana nezinto ze-silicon, ibhethri le-lithium, i-POE, nezinto ezintsha ziyasheshiswa. Ngesikhathi esifanayo, isidingo esingezansi sivulwa kancane kancane. Umthelela wobhubhane ngo-2023 uye waba buthakathaka kancane kancane, futhi isidingo kulindeleke ukuthi sisheshise amathuba okutshala imali omzila omusha.
Njengamanje, amanani amakhemikhali amakhulu ehlile futhi asesigabeni esiphansi. Kusukela ngomhlaka-2 Disemba, i-Chinese Chemical Product Price Index (CCPI) yavalwa ngamaphuzu angu-4,819, ukwehla ngo-7.86% kusuka kumaphuzu angu-5230 ekuqaleni kwalo nyaka.
Sikholelwa ukuthi umnotho womhlaba wonke kulindeleke ukuthi ukhule kancane kancane ngo-2023, ikakhulukazi umnotho wasekhaya kulindeleke ukuthi ulethe umjikelezo omusha wokululama. Umholi wemboni uzofinyelela ukukhula kokusebenza esigabeni sokulungiswa kwesidingo. Ngaphezu kwalokho, izindlela ezintsha ezifana nezinto ezintsha kanye nokululama kwesidingo kuqhume kakhulu. Sheshisa ukukhishwa. Ngo-2023, sigxila ezinhlotsheni ezintathu zemikhiqizo:
(1) Ibhayoloji yokwenziwa: Ngaphansi kokungathathi hlangothi kwekhabhoni, izinto ezisekelwe ezinsaleleni zingase zibhekane nomthelela omubi, izinto zezinto eziphilayo zizoletha ushintsho olukhulu ngokusebenza okuhle kakhulu kanye nezinzuzo zezindleko. Ukusetshenziswa okukhulu kwezinye izinkambu, i-biology yokwenziwa, njengendlela entsha yokukhiqiza, kulindeleke ukuthi ilethe umzuzu omuhle kakhulu, futhi isidingo semakethe kulindeleke ukuthi sivuleke kancane kancane.
(2) Izinto ezintsha: Ukubaluleka kokuphepha kochungechunge lokuhlinzekwa ngamakhemikhali kugcizelela kakhulu, ukusungulwa kohlelo lwezimboni oluzimele nolulawulekayo sekuseduze, ezinye izinto ezintsha kulindeleke ukuthi zisheshise ukuqashelwa kokufakwa esikhundleni kwekhaya, njengesihlungo sama-molecule esisebenza kahle kakhulu kanye ne-catalyst, izinto zokufaka i-aluminium, ama-aerogel, izinto zokumboza ze-electrode engemihle kanye nezinye izinto ezintsha zokungena kanye nesabelo semakethe kuzokhula kancane kancane, umkhondo wezinto ezintsha kulindeleke ukuthi usheshise ukukhula.
(3) Ukwembulwa kwezindlu kanye nesidingo sabathengi: Ngokukhishwa kukahulumeni kwezimpawu zokukhulula imakethe yezindlu kanye nokwenza ngcono isu lokuvimbela nokulawula ngokunemba lobhubhane, ukuthuthukiswa okuncane kwezinqubomgomo zezindlu, ukuchuma kokusetshenziswa kanye nochungechunge lwezindlu kulindeleke ukuthi kulungiswe, futhi kulindeleke ukuthi imikhiqizo yamakhemikhali yezindlu kanye nochungechunge lwabathengi izuze.
Isikhathi sokuthunyelwe: Disemba-20-2022