n 2022, zomwe zimakhudzidwa ndi zinthu monga mliri wapakhomo komanso kukwera kwa mitengo yakunja, kufunikira kwa mankhwala kwanthawi yayitali, komanso opanga m'nyumba amakhala ndi kupsinjika kwakanthawi kochepa. Panthawi imodzimodziyo, chipwirikiti cha zinthu zapadziko lonse chinakankhira ntchito yapamwamba yamtengo wapatali wamtengo wapatali wa mphamvu, zomwe zinachititsa kuti pakhale vuto linalake la mtengo wamtengo wapatali. Pali kusiyana koonekeratu. Zida zina zasinthidwa ndipo zidapeza kuti m'zaka ziwiri zapitazi, mitengo yazinthu zina idakwera kwambiri ndi 700%, ndipo malo amsika akupitilira kukula. Tikuyembekezera 2023, mwayi uli kuti?
700% ya chiwonjezeke mkati mwa zaka ziwiri, zopangira zida zakonzedwa chaka chamawa
LithiyamuHydroxide: opanga angapo otsika pansi adawombera
Pansi pa msika wa zinthu zolimba komanso zofunidwa, lithiamu hydroxide idakwatulidwa ndi opanga kumunsi.
Yahua Group yalengeza kuti kampani yocheperako ya Yahua Lithium (Ya'an) ndi SK's Aisi Kai New Energy (Shanghai) asayina mgwirizano wa batri -level lithium hydroxide supply. Ya'an Lithium imawonetsetsa kuti kuyambira 2023 mpaka 2025, imapereka zinthu zochokera ku Aisi, zokhala ndi matani 20,000 mpaka 30,000.
Aiscai nayenso anasaina "Sales Mgwirizano (2023-2025)" ndi Tianyi Lithium ndi Sichuan Tianhua kugulitsa batire kalasi lithiamu hydroxide mankhwala kwa Aiskai kuyambira 2023, pamene mgwirizano amapereka yunifolomu yobereka mwezi uliwonse ndi zotumiza pachaka osapitirira kuchuluka okwana anagwirizana mu mgwirizano (mkati ± 10%).
Kuphatikiza pamakampani a batri, makampani amagalimoto akupikisananso kwambiri ndi lithiamu hydrogen oxide. Mercedes-Benz adalengeza mgwirizano ndi Canada-Germany Rock Tech Lithium. Pafupifupi, woyambayo adzagula matani 10,000 a lithiamu hydroxide ya batri kuchokera kumapeto kwa chaka chilichonse, ndi ndalama zokwana 1.5 biliyoni. GM ndi LIG New Energy ndi Lithium Technology Company Livent asayina zaka zambiri za mgwirizano kuti awonetsetse kuti ndizofunikira zopangira mabatire agalimoto yamagetsi. Mwa iwo, Livent idzapereka batri -grade lithium hydroxide kwa General Motors mkati mwa zaka 6 kuyambira 2025.
Kuchokera kaonedwe deta msika, pamodzi ndi patsogolo panopa chitukuko cha kumtunda chuma lifiyamu, yomanga mabizinezi lifiyamu mchere processing, ndi kukula kwa mabizinezi mphamvu kunsi kwa mtsinje, kotunga ndi kufunika kwa lithiamu hydroxide akadali mu bwino zolimba, ndipo chikuyembekezeka kupitiriza mpaka 2023.
PVDF: Kukwera mtengo maulendo 7, ndizovuta kudzaza kusiyana kwazinthu
Pamene msika wakumunsi ukupitirira kutentha, kusiyana kwa katundu ndi kufunikira kwa lithiamu batire PVDF kukukulirakulirabe, ndipo mphamvu yopangira zida za R142B ikuchulukirachulukira, ndipo msika uli waukulu. Mtengo wamsika wa lithiamu -battery PVDF wakwera mpaka 700,000 yuan/ton, zomwe ndi pafupifupi ka 7 poyerekeza ndi mtengo wakumayambiriro kwa 2021.
Chifukwa chochepa PVDF kupanga mphamvu ya mabatire lifiyamu ku China, ndi wamba PVDF mphamvu kupanga sangathe kusandulika lifiyamu batire - mlingo PVDF mu nthawi yochepa, yomanga zipangizo R142B mosamalitsa ankalamulira ndi kukodzedwa pang'onopang'ono, chifukwa mu kumasulidwa pang'onopang'ono wa zoweta lifiyamu batire PVDF mphamvu kupanga. Ndizovuta kupanga. Ndi kuwonjezeka kwina kwa malonda a magalimoto amphamvu zatsopano mu theka lachiwiri la chaka, msika wa PVDF mu 2022 ukuyembekezeka kukhalabe wotukuka kwambiri, kuthandizira mitengo ya PVDF, ndikuthandizira makampani a PVDF kuti awonjezere ntchito zawo zapachaka.
PVP: Tsiku loperekera zinthu zina liyimitsidwa mpaka Januware
Pansi pa mikangano yapadziko lonse lapansi komanso zovuta zamphamvu, kuchuluka kwa zimphona zaku Europe zatsika, kuyitanitsa makampani apakhomo awonjezeka, ndipo anthu ofunikira ochokera kwa opanga PVP apanyumba adati "zogulitsa zokhudzana ndi PVP za kampaniyo zili ndi vuto lalikulu, ndipo nthawi yobweretsera zinthu zina idayikidwa mpaka chaka chamawa. Januware."
Magwero ofunikira a wopanga PVP adanena kuti mphamvu zopangira PVP za opanga aku Europe zatsika kwambiri, ndipo kuchuluka kwa malamulo akunja ayamba kutembenukira kumabizinesi apakhomo. Pakadali pano, kampaniyo ili ndi zotsalira za matani pafupifupi 1000 azinthu za PVP, ndipo kutumiza kwazinthu zina kumakonzedwa kumapeto kwa chaka kapena ngakhale Januware chaka chamawa.
Makampani a Photovoltaic: Kuitanitsa buku mpaka 2030
Daqo Energy yasaina Mgwirizano Wogula ndi kasitomala. Zagwirizana mu mgwirizano kuti kasitomala akuyembekezeka kugula matani 148,800 a midadada yaulere ya giredi yoyamba ya Dzuwa kuchokera ku Daqo Energy kuyambira Januware 2023 mpaka Disembala 2027, ndipo ndalama zomwe akuyembekezeka ndi 45.086 biliyoni. Kuyambira 2022, Daqo Energy yasaina mapangano akuluakulu asanu ndi atatu okwana pafupifupi 370 biliyoni.
Longji Green Energy ndi mabungwe ake asanu ndi anayi asayina mgwirizano wautali wogula zinthu za polysilicon ndi kampani ya Daqo Energy ya Inner Mongolia Daqo New Energy. Malinga ndi mgwirizanowu, kuchuluka kwa zinthu za polysilicon pakati pa magulu awiriwa kuyambira Meyi 2023 mpaka Disembala 2027 kunali matani 25.128 miliyoni. Chiwerengero chonse cha mgwirizanowu ndi pafupifupi 67.156 biliyoni ya yuan.
Shuangliang Silicon Materials (Baotou) Co., LTD., Wothandizira kwathunthu wa Shuangliang Energy Saving Co., Ltd. Zimavomerezedwa mu mgwirizano uwu kuti Shuangliang Silicon Materials (Baotou) Co., Ltd. akuyembekezeka kugula matani a 155,300 a polysilicon kuchokera ku 2022 mpaka 2027, ndi ndalama zogulira zokwana RMB 47.056 biliyoni.
Pakadali pano, makampani opanga ma photovoltaic ku China akadali ndi chitukuko chabwino. M'magawo atatu oyambirira, kukula kwa mafakitale a photovoltaic kumaposa 100%, ndipo kutumiza kunja kwa mafakitale a photovoltaic kumadutsa madola mabiliyoni a 40 a US, ndi kukula kwa chaka ndi chaka pafupifupi 100%. Kuyambira kuchiyambi kwa chaka chino, makampani angapo otchulidwa pa silicon akhala akulengeza mobwerezabwereza zilengezo zazikulu za mgwirizano, ndipo asayina maoda opitilira 10 a nthawi yayitali a silicon, kukula kwake komwe kumaposa matani 3 miliyoni ndipo kuchuluka kwake kumaposa 800 biliyoni ya yuan. Pafupifupi 92% yazotulutsa zamakampani a silicon mu 2022 zidatsekedwa ndi mabizinesi akumunsi, ndipo mapangano anthawi yayitali adasaina mpaka 2030.
Nyimbo zatsopano monga zida zatsopano ndi kuchira kwakufunika zikuyembekezeka kutuluka mu 2023
Pakali pano, makampani opanga mankhwala akusintha kuchoka pakupanga kwakukulu kupita kuzinthu zapamwamba kwambiri. Zida zatsopano zokhala ndi mitengo yotsika yolowera m'mabizinesi aku China zatuluka, ndipo zida zatsopano monga zida za silicon, batire ya lithiamu, POE, ndi zida zatsopano zikufulumizitsa. Pa nthawi yomweyi, kufunikira kwa pansi kumatsegulidwa pang'onopang'ono. Zotsatira za mliri mu 2023 zachepa pang'onopang'ono, ndipo kufunikira kukuyembekezeka kufulumizitsa mwayi wopeza ndalama panjira yatsopanoyi.
Pakali pano, mitengo ya mankhwala akuluakulu yatsika ndipo ili pansi. Kuyambira pa December 2, Chinese Chemical Product Price Index (CCPI) inatseka pa 4,819 mfundo, kuchepa kwa 7.86% kuchokera ku 5230 mfundo kumayambiriro kwa chaka chino.
Tikukhulupirira kuti chuma chapadziko lonse lapansi chikuyembekezeka kukula pang'onopang'ono mu 2023, makamaka chuma chapakhomo chikuyembekezeka kubweretsa kusintha kwatsopano. Mtsogoleri wamakampaniwo akwaniritsa kukula kwa magwiridwe antchito pagawo la kukonza zofunika. Kuphatikiza apo, mayendedwe atsopano monga zida zatsopano ndi kubwezeretsedwa kwakufunika kwaphulika. Limbikitsani kumasulidwa. Mu 2023, timayang'ana kwambiri magulu atatu azinthu:
(1) Synthetic Biology: Kumbuyo kwa kusalowerera ndale kwa kaboni, zotsalira za zinthu zakale zimatha kukumana ndi zosokoneza, zida za biology zitha kubweretsa posinthira ndikuchita bwino kwambiri komanso phindu lamtengo wapatali. Ntchito zazikulu m'magawo ena, biology yopanga, monga njira yatsopano yopangira, ikuyembekezeka kubweretsa nthawi yabwino kwambiri, ndipo kufunikira kwa msika kukuyembekezeka kutsegulidwa pang'onopang'ono.
(2) Zida Zatsopano: Kufunika kwa chitetezo cham'makina opangira mankhwala kumawunikiranso, kukhazikitsidwa kwa dongosolo lodziyimira pawokha komanso lowongolera la mafakitale kuli pafupi, zida zina zatsopano zikuyembekezeka kufulumizitsa kukwaniritsidwa kwa m'malo m'nyumba, monga sieve yogwira ntchito kwambiri yama cell ndi chothandizira, aluminium adsorption materials, aerogels, negative electrode ❖ ❖ kuyanika zipangizo ndi zinthu zina zatsopano akuyembekezeka kuonjezera perceleme msika ndi zinthu zina zatsopano. kukula.
(3) Kuwululidwa kwa malo ndi zofuna za ogula: Ndi boma latulutsa zikwangwani kuti amasule msika wa katundu ndikukwaniritsa njira zopewera ndikuwongolera mliriwu, kuwongolera kwapang'onopang'ono kwa mfundo zogulitsa nyumba, kutukuka kwa kagwiritsidwe ntchito kanyumba ndi malo ogulitsa zikuyembekezeka kukonzedwa, ndipo malo ogulitsa katundu ndi ogula amayembekezeredwa kupindula.
Nthawi yotumiza: Dec-20-2022