n 2022, abathintwa yizici ezifana nobhubhane lwasekhaya kanye nokwehla kwamandla emali phesheya kwezilwandle, isidingo samakhemikhali sengcindezi yesikhathi esifushane, kanye nabakhiqizi basekhaya banengcindezi ye-de -inventory esikhathini esifushane.Ngesikhathi esifanayo, ukuxokozela kwesimo samazwe ngamazwe kwacindezela ukusebenza kwezinga eliphezulu kwamanani amakhulu kagesi, okwabangela ingcindezi ethile ekupheleni kwezindleko ezikhuphukayo.Kukhona umehluko osobala.Ezinye izinto zokwakha zihlungiwe futhi kwatholakala ukuthi eminyakeni emibili edlule, amanani entengo yeminye imikhiqizo akhuphuke ngo-700%, futhi indawo yemakethe iqhubekile nokukhula.Sibheke phambili ku-2023, likuphi ithuba?
I-700% anda phakathi neminyaka emibili, ama-oda wempahla eluhlaza ahlelelwe unyaka ozayo
I-LithiumHi-ydroxide: abakhiqizi abaningi abangaphansi komfula bahlwithiwe
Ngaphansi kwesimo semakethe sokutholakala okuqinile kanye nesidingo, i-lithium hydroxide yahlwithwa abakhiqizi abazansi nomfula.
I-Yahua Group imemezele ukuthi inkampani engaphansi kwenkampani i-Yahua Lithium (Ya'an) kanye ne-SK's Aisi Kai New Energy (Shanghai) basayine inkontileka yokuhlinzeka ngebhethri ye-lithium hydroxide.I-Ya'an Lithium iqinisekisa ukuthi kusukela ngo-2023 kuya ku-2025, inikeza imikhiqizo evela e-Aisi, enenani eliphelele lamathani angama-20,000 kuya kwangu-30,000.
U-Aiscai uphinde wasayina “Inkontileka Yokuthengisa (2023-2025)” ne-Tianyi Lithium kanye ne-Sichuan Tianhua ukuze badayisele i-Aiskai imikhiqizo ye-lithium hydroxide yezinga lebhethri kusukela ngo-2023, lapho inkontileka ihlinzeka ngokudiliva iyunifomu nyanga zonke kanye nokuthunyelwa konyaka okungadluli inani eliphelele. inani okuvunyelwene ngalo kwinkontileka (ngaphakathi kuka-±10%).
Ngaphezu kwezinkampani zamabhethri, izinkampani zezimoto nazo ziqhudelana ngenkuthalo nge-lithium hydrogen oxide.AbakwaMercedes-Benz bamemezele isivumelwano neCanada-Germany Rock Tech Lithium.Ngokwesilinganiso, owokuqala uzothenga amathani ayi-10,000 e-lithium hydroxide esezingeni lebhethri kusukela kweyakamuva unyaka ngamunye, ngesilinganiso sokuthengiselana sama-euro ayizigidi eziyizinkulungwane eziyi-1.5.I-GM kanye ne-LIG New Energy kanye ne-Lithium Technology Company i-Lithium basayine isivumelwano seminyaka eminingi sokuqinisekisa ukuthi izinto ezisetshenziswayo ezibalulekile zokwenza amabhethri ezimoto zikagesi.Phakathi kwazo, i-Livent izohlinzeka ngebhethri -grade lithium hydroxide kwaGeneral Motors phakathi neminyaka eyi-6 kusukela ngo-2025.
Ngokombono wedatha yemakethe, kuhlanganiswe nenqubekelaphambili yamanje yentuthuko yezinsiza ze-lithium ezikhuphuka nomfula, ukwakhiwa kwamabhizinisi okucubungula usawoti we-lithium, kanye nokwanda kwamabhizinisi amasha anamandla awela ezansi nomfula, ukuhlinzekwa kanye nesidingo se-lithium hydroxide kusesesilinganisweni esiqinile, futhi kulindeleke ukuthi iqhubeke kuze kube ngu-2023.
I-PVDF: Ukukhuphuka kwentengo izikhathi eziyisi-7, kunzima ukugcwalisa igebe lokunikezela
Njengoba imakethe engaphansi komfula iqhubeka nokushisa, igebe lokuhlinzeka nesidingo se-lithium battery PVDF liyaqhubeka nokukhula, futhi umthamo wokukhiqiza wezinto ezingavuthiwe u-R142B ukhungathekile, futhi ukunikezwa kwemakethe kubi kakhulu.Intengo yemakethe ye-lithium -battery PVDF ikhuphuke yafinyelela ku-700,000 yuan/ton, cishe izikhathi eziyi-7 uma iqhathaniswa nentengo yasekuqaleni kuka-2021.
Ngenxa yomthamo olinganiselwe wokukhiqiza we-PVDF wamabhethri e-lithium e-China, kanye nomthamo ojwayelekile wokukhiqiza we-PVDF awukwazi ukuguqulwa ube yi-PVDF yebhethri ye-lithium ngesikhathi esifushane, ukwakhiwa kwezinto ezingavuthiwe i-R142B kulawulwa ngokuqinile futhi kwandiswe kancane, okuholela ekutheni ukukhishwa kancane komthamo wokukhiqiza webhethri ye-lithium yasekhaya ye-PVDF.Kunzima ukukulungisa.Ngokukhula okwengeziwe kokuthengiswa kwezimoto zamandla amasha engxenyeni yesibili yonyaka, imakethe ye-PVDF ngo-2022 kulindeleke ukuthi igcine isimo sokuchuma okuphezulu, isekele amanani entengo ye-PVDF, futhi isize izinkampani ze-PVDF ukuthi zikhulise ukusebenza kwazo konyaka.
I-PVP: Idethi yokulethwa kweminye imikhiqizo izofakwa kulayini kuze kufike kuJanuwari
Ngaphansi kwezingxabano zendawo kanye nenkinga yamandla, amandla okukhiqiza amakhemikhali aseYurophu ehlile, ama-oda ezinkampani zasekhaya anyukile, futhi abantu abafanelekile abavela kubakhiqizi be-PVP basekhaya bathi "imikhiqizo ehlobene ne-PVP yenkampani inokusilela emuva okukhulu, futhi isikhathi sokulethwa kweminye imikhiqizo sikleliswe kuze kube unyaka ozayo.January.”
Imithombo efanele yomkhiqizi we-PVP ithe amandla amanje okukhiqiza e-PVP abakhiqizi baseYurophu behle kakhulu, futhi inani elikhulu lama-oda aphesheya seliqalile ukuphambukisela emabhizinisini asekhaya.Njengamanje, inkampani inokusilela emuva cishe kwamathani ayi-1000 emikhiqizo ye-PVP, futhi ukulethwa kweminye imikhiqizo kuhlelelwe ekupheleni konyaka noma ngisho noJanuwari wonyaka ozayo.
Imboni ye-Photovoltaic: Oda ibhuku kuze kube ngu-2030
I-Daqo Energy isayine Isivumelwano Sokuthenga nekhasimende.Kuvunyelwene esivumelwaneni sokuthi ikhasimende kulindeleke ukuthi lithenge amathani angu-148,800 ezindawo zokugezela zamahhala zezinga lokuqala le-Sun ku-Daqo Energy kusukela ngoJanuwari 2023 kuya ku-December 2027, futhi inani elilinganiselwe lokuthenga lingama-yuan ayizigidi eziyizinkulungwane ezingu-45.086.Kusukela ngo-2022, iDaqo Energy isayine izinkontileka ezinkulu eziyisishiyagalombili ezihlanganisa ama-yuan ayizigidi eziyizinkulungwane ezingama-370.
ILonji Green Energy nezinkampani ezingaphansi kwayo eziyisishiyagalolunye basayine isivumelwano sokuthenga i-oda elide lezinto ze-polysilicon nenkampani engaphansi kwe-Daqo Energy Inner Mongolia Daqo New Energy.Ngokwesivumelwano, inani lokuthengiselana lezinto zokwakha ze-polysilicon phakathi kwamaqembu amabili ukusuka ngoMeyi 2023 kuya kuDisemba 2027 lalingamathani ayizigidi ezingama-25.128.Isamba sale nkontileka singama-yuan ayizigidi eziyizinkulungwane ezingama-67.156.
I-Shuangliang Silicon Materials (Baotou) Co., LTD., inkampani ephethwe ngokuphelele ye-Shuangliang Energy Saving Co., Ltd. isayine Inkontileka Yokuthenga Nempahla Ye-Polysilicon nezinhlangano ezifanele.Kuvunyelwene kule nkontileka ukuthi i-Shuangliang Silicon Materials (Baotou) Co., Ltd. kulindeleke ukuthi ithenge amathani angu-155,300 wezinto ze-polysilicon kusukela ngo-2022 kuya ku-2027, ngenani elilinganiselwe lokuthenga elingu-RMB 47.056 billion.
Njengamanje, imboni ye-photovoltaic yaseShayina isethula umkhuba omuhle wokuthuthuka.Ezingxenyeni ezintathu zokuqala, izinga lokukhula kwemboni ye-photovoltaic lidlula i-100%, futhi ukuthunyelwa kwemboni ye-photovoltaic kudlula ama-dollar ayizigidi eziyizinkulungwane ezingu-40, ngokukhula konyaka okucishe kube yi-100%.Kusukela ekuqaleni kwalo nyaka, izinkampani eziningi ezisohlwini lwe-silicon zivame ukumemezela izimemezelo ezinkulu zenkontileka, futhi zisayine ama-oda okuthengiswa kwe-silicon esikhathi eside angaphezu kwe-10, usayizi wawo wonke odlula amathani ayizigidi ezi-3 futhi inani lidlula ama-yuan ayizigidi eziyizinkulungwane ezingama-800.Cishe u-92% womkhiqizo wemboni ye-silicon ngo-2022 uvalelwe amabhizinisi aphansi, kanti ezinye izinkontileka zesikhathi eside zisayinwe kuze kube ngu-2030.
Amathrekhi amasha afana nezinto ezintsha kanye nokutholwa kwesidingo kulindeleke ukuthi avele ngo-2023
Njengamanje, imboni yamakhemikhali iyashintsha kusukela ekukhiqizeni okukhulu kuya kwesezingeni eliphezulu.Izinto ezintsha ezinamazinga aphansi okungena ezinkampanini zaseShayina sezikhulile, futhi izinto ezintsha ezifana nezinto ze-silicon, ibhethri ye-lithium, i-POE, nezinto ezintsha ziyashesha.Ngesikhathi esifanayo, isidingo esingaphansi komfula sivulwa kancane kancane.Umthelela walolu bhubhane ngo-2023 uye waba buthaka kancane kancane, futhi isidingo kulindeleke ukuthi sisheshise amathuba okutshala imali ethrekhi entsha.
Njengamanje, amanani entengo amakhemikhali amakhulu ehlile futhi asezingeni eliphansi.Kusukela ngomhla ka-2 Disemba, i-Chinese Chemical Product Price Index (CCPI) ivale ngamaphoyinti angu-4,819, ukwehla ngo-7.86% ukusuka kumaphoyinti angu-5230 ekuqaleni kwalo nyaka.
Sikholelwa ukuthi umnotho womhlaba kulindeleke ukuthi ukhule kancane kancane ngowezi-2023, ikakhulukazi umnotho wakuleli kulindeleke ukuthi ungenise umzuliswano omusha wokusimama.Umholi wemboni uzofinyelela ukukhula kokusebenza esigabeni sokulungisa isidingo.Ngaphezu kwalokho, amathrekhi amasha afana nezinto ezintsha kanye nokutholwa kwesidingo aqhumile.Sheshisa ukukhishwa.Ngo-2023, sigxila ezigabeni ezintathu zemikhiqizo:
(1) Ibhayoloji yokwenziwa: Emuva kokungathathi hlangothi kwekhabhoni, izinto ezisekelwe ezinsalela zakudala zingabhekana nomthelela wokuketula, izinto zebhayoloji zizoletha uguquko olusebenza kahle kakhulu kanye nezinzuzo zezindleko.Izinhlelo zokusebenza ezinkulu kweminye imikhakha, i-synthetic biology, njengendlela entsha yokukhiqiza, kulindeleke ukuthi zilethe umzuzu omuhle, futhi isidingo semakethe kulindeleke ukuthi sivuleke kancane kancane.
(2) Izinto ezintsha: Ukubaluleka kokuphepha kochungechunge lokuhlinzekwa ngamakhemikhali kuphinde kugqame, ukusungulwa kohlelo lwezimboni oluzimele nolawulekayo sekuseduze, ezinye izinto ezintsha zilindeleke ukuthi zisheshise ukufezekiswa kokushintshwa kwasekhaya, njengesisefo esisebenza kahle kakhulu semolekyuli kanye ne-catalyst. , izinto ze-aluminium adsorption, ama-aerogel, izinto zokumboza ze-electrode ezingezinhle nezinye izinto ezintsha zokungena kanye nokwabelana kwemakethe kuzokhula kancane kancane, ithrekhi entsha yezinto ezibonakalayo kulindeleke ukuthi isheshise ukukhula.
(3) Ukwambulwa kwezindlu nezidingo zabathengi: Ngokukhishwa kukahulumeni kwezimpawu zokuxegisa imakethe yezakhiwo kanye nokuthuthukisa isu lokunemba lokuvimbela nokulawula ubhubhane, ukuthuthukiswa okuseceleni kwezinqubomgomo zezindlu ezithengiswayo, ukuchuma kokuthengwa kwezindlu kanye nochungechunge lwezindlu ezithengiswayo. kulindeleke ukuthi ilungiswe, futhi imikhiqizo yamakhemikhali ezindawo ezithengiswayo kanye nochungechunge lwabathengi kulindeleke ukuthi ihlomule.
Isikhathi sokuthumela: Dec-20-2022