n 2022, okhudzidwa ndi zinthu monga mphereziro zapakhomo ndi mpweya wapadzikoli, kufunikira kwa mankhwala kwa nthawi yayifupi - kukakamizidwa kwanyumba, komanso zopanga zapakhomo zimakhala ndi zovuta. Nthawi yomweyo, zochitika zapadziko lonse lapansi zidakankhira ntchito yayikulu kwambiri yamagetsi, yomwe idayambitsa kukakamiza kwina. Pali zosiyana zomveka. Zipangizo zina zasanjidwa ndikupeza kuti m'zaka ziwiri zapitazi, mitengo ya zinthu zina zatha ndi 700%, ndipo malo amsika apitilizabe kukula. Mukuyembekeza 2023, mwayi uli kuti?
700% kuchuluka kwa zaka ziwiri, madandaulo opangira omwe amakonzedwa chaka chamawa
LithiamuHydroxide: Opanga angapo otsika adayamba
Pansi pa msika wopatsa mphamvu, lithiam hydroxide idadulidwa ndi opanga otsika.
Gulu la Yahua linalengeza kuti kampaniyo yothandizidwa ndi kampaniyo (Ya'an) ndi AISI Kai yatsopano (SAnghai) idasaina batri --level hydroxide contract mgwirizano. Yaan lithiam amatsimikizira kuti kuyambira 2023 mpaka 2025, imapereka zinthu kuchokera ku ASI, ndi matani 20,000 mpaka 30,000.
Ariai asayinanso "Kugulitsa Contrance (2025-2025)" ndi Tiayi Liiyaida Yogulitsa Batiri Ithiali Kuyambira pa 2023, pomwe pangano limapereka ma yunifolomu mwezi uliwonse ndalama zomwe zavomerezedwa mu mgwirizano (mkati ± 10%).
Kuphatikiza pa makampani amitundu, makampani agalimoto akupikisana nawonso a lithiam hydrogen oxide. Mercedes-Benz adalengeza mgwirizano ndi Canada-Germany Rock Techium Lithiamu. Pafupifupi, akale amagula matani 10,000 a batiri la batiri la hydroxide kuchokera patsamba lililonse chaka chilichonse, ndi kukula kwa ma euro 1.5 biliyoni. Gm ndi LIG yatsopano mphamvu yaukadaulo ndi gawo la likulu la chiwindi wasaina zaka zambiri zogwirizana kuti ziwonetsetse kuti zida zopangira magalimoto. Pakati pawo, kulibe moyo kudzapereka batire - lithiamu lithiamu hydroxide kwa onse monga zaka 6 kuyambira 2025.
Kuchokera pamalingaliro amsika, kuphatikiza ndi njira zomwe zachitika pakalipano, zomanga za mabithi a Lithiamu Zikuyembekezeka kupitiliza mpaka 2023.
PVDF: Nthawi 7 kukwezedwa pamtengo, ndizovuta kudzaza zopereka
Msika wotsika kwambiri ukapitilirabe, kuperekera ndikufunira kusiyana kwa Battery Batte PVDF ikupitiliza kuwonjezeka, ndipo kupangidwa kwa mphamvu ya R142b kumathetsedwa kwambiri, ndipo msika umakhala wofunika kwambiri. Mtengo wamsika wa lithiamu -Battery PVDF wakwera mpaka 700,000 Yuan adakwera ku 700,000 Yuan / Toni, yomwe ili pafupifupi nthawi 7 poyerekeza ndi mtengo wa 2021.
Chifukwa cha kuchuluka kwa PVDF ya mabatire a lithum ku China, ndipo wamba Proclecle Batri ya Lithiamu -level PVDF munthawi yochepa, kapangidwe ka ziweto za R142b kumayendetsedwa pang'onopang'ono komanso kumachitika Kumasulidwa pang'onopang'ono kwa Batteric Battery PVDF popanga. Ndikosavuta kupanga. Ndi kuwonjezeka kwina pakugulitsa magalimoto atsopano mu theka lachiwiri la chaka chachiwiri, msika wa PVDF mu 2022 likuyembekezeka kukhalabe ndi boma labwino, thandizirani mitengo ya PVDF, ndikuthandizira makampani awo pachaka.
PVP: Tsiku loperekera zinthu zina lidzazengedwa ndi Januware
Pansi pa ziyeso za mikangano ndi zovuta za mphamvu, zomwe zimapangitsa kuti zigawezi zaku Europe zatha, madongosolo anyumba zanyumba zatha, ndipo anthu opanga ma pvp-a PVP ali ndi backlog yayikulu, ndi Nthawi yoperekera zinthu zina zalembedwa mpaka chaka chamawa. Januwale. "
Zoyenera kupanga wopanga PVP idati mphamvu ya opanga za PVP omwe apanga zopanga ku Europe adatsika kwambiri, ndipo kuchuluka kwa maudindo akuluakulu ayamba kusinthidwa ku mabizinesi apakhomo. Pakadali pano, kampaniyo ili ndi matani pafupifupi 1000 a zinthu za PVP, ndipo kutumiza kwa zinthu zina kumakonzedwa kumapeto kwa chaka kapena ngakhale Januwale chaka chamawa.
Photovovoltaic Makampani: Buku Loyitanitsa Kupitilira 2030
DEZO mphamvu yasayina pangano logula ndi kasitomala. Zikugwirizana ndi mgwirizano womwe makasitomala akuyembekezeredwa kugula matani 148,800 omwe amasambitsa dzuwa kuchokera pa Januwale 2023 mpaka pa Disembala 2027, ndipo kuchuluka kwa kugula kwa 45.086 biliyoni. Kuyambira 2022, mphamvu ya Daqo yasayina ma contractions akuluakulu pafupifupi 370 biliyoni Yuan.
Kutalika kwakukulu kwamphamvu ndi othandizira anayi adasaina pangano logulira la ma polysilicon ndi a Daqo Enerner Cartiaracticarm Miclia DEQO mphamvu yatsopano. Malinga ndi mgwirizanowu, kuchuluka kwa zinthu za polysilicon pakati pa magulu awiriwa kuchokera ku Meyi 2023 mpaka pa Disembala 2027 kunali matani a matani 25.128 miliyoni. Kuchuluka kwa mgwirizanowu ndi pafupifupi 67.156 biliyoni Yuan.
Shuangliang Silticon zida (Baotou) Co., LTD. Zikugwirizana ndi mgwirizanowu kuti shuangliang sicnon zida (Baotou) Co., Ltd. ikuyembekezeka kugula zida za polysilicon kuyambira 2022 mpaka 202.056 biliyoni.
Pakadali pano, makampani opanga zithunzi za China amaperekabe chitukuko chabwino. Mu malo atatu oyamba, kukula kwa punvovoltaic kumapitilira 100%, ndipo kutumiza kunja kwa madola 40 a US biliyoni, ndi chaka chimodzi cha pafupifupi 100%. Kuyambira chiyambi cha chaka chino, makampani angapo omwe adalembedwa kale amalengeza za kulengeza za Deran Pafupifupi 92% ya zotulutsa za silika mu 2022 zatsekedwa ndi mabizinesi otsika, ndipo mapangano ena a nthawi yayitali alembedwa mpaka 2030.
Ma track atsopano monga zida zatsopano ndipo akufuna kuchira akuyembekezeka kutuluka mu 2023
Pakadali pano, makampani opanga mankhwala akusunthika kuchokera kwa opanga ambiri - opanga kupangidwa kwambiri. Zipangizo zatsopano zokhala ndi mabizinesi otsika mu mabizinesi aku China zaphuka, ndi zida zatsopano monga zida za silika, batiri la lithin, ndi zinthu zatsopano zimathandizira. Nthawi yomweyo, zomwe zimachitika pang'onopang'ono zimatsegulidwa pang'onopang'ono. Zovuta za mliri mu 2023 pang'onopang'ono zacheperachepera, ndipo zomwe zikuyembekezeka zikuthandizira mwayi wopeza ndalama.
Pakadali pano, mitengo ya mankhwala akuluakulu agwa ndipo ili pansi. Pofika pa Disembala 2, mankhwala a Chinecroc Cracy Prid Index (CCPI) adatseka mfundo 4,819, kuchepa kwa 7.86% poyambira 5230 poyambira chaka chino.
Tikhulupirira kuti chuma padziko lonse lapansi chikuyembekezeka kukula mwamphamvu mu 2023, makamaka zachuma zapakhomo chikuyembekezeka kubweretsa kuchira kumene. Mtsogoleri wa makampani adzakwaniritsa kukula kwa magwiridwe antchito. Kuphatikiza apo, ma track atsopano monga zinthu zatsopano ndipo akufuna kuchira. Imathandizira kumasulidwa. Kwa 2023, timayang'ana m'magawo atatu a zinthu:
. Ntchito zazikuluzikulu - zopangidwa mu minda ina, zopangira zinthu zatsopano, monga njira yatsopano, ikuyembekezeka kutanthauza pang'ono, ndipo kufunikira kwa msika kumayembekezeredwa potseguka pang'onopang'ono.
. , alumineum adsorptions, aerogels, magetsi ophatikizika ndi zinthu zina zatsopano komanso gawo la msika lidzachulukirachulukira, chatsopano NJIRA ZOTHANDIZA ZOTHANDIZA imayembekezeredwa kuti ikuwonjezereka.
. ikuyembekezeka kukonzedwa, ndipo kugulitsa katundu ndi malo ogulitsa mankhwala omwe amayembekezeredwa kuti apindule.
Post Nthawi: Dis-20-2022