Sakamakon saurin bunƙasa kasuwar batirin lithium a cikin 'yan shekarun nan, ayyukan saka hannun jari da fadada ayyukan masana'antar kayan anode sun karu. Tun daga 2019, ana fitar da sabon ƙarfin samarwa da ƙarfin haɓaka ton 110,000 / shekara a hankali. Dangane da Binciken Bayanai na Longzhong, ya zuwa 2019, an riga an sami ƙarfin samar da wutar lantarki na ton 627,100 / shekara a cikin Q3, kuma ƙarfin gini da tsarin aikin ya kai tan 695,000. Yawancin ƙarfin da ake ginawa zai sauka a cikin 2020-2021, wanda zai haifar da wuce gona da iri a kasuwar kayan anode. .
A cikin 2019, akwai biyu anode kayan aikin da aka sanya a cikin aiki a cikin uku kwata na kasar Sin, wanda shi ne kashi na farko na 40,000 ton / shekara da Qinneng lithium baturi anode kayan aikin samar da Inner Mongoliya Shanshan Baotou Integrated Production Project, wanda ya kasance 10,000. ton / shekara. Sauran ayyukan da aka tsara sun fara ginawa, ciki har da ton 10,000 / shekara na sabbin kayan Huanyu, ton 30,000 / shekara na sabon kayan Guiqiang, da ton 10,000 / shekara na kayan anode na Baojie New Energy. Cikakkun bayanai sune kamar haka.
Takaitaccen abin da aka samar a kashi na uku na kasar Sin a shekarar 2019
A cikin 2019, a cikin kasuwannin ƙasa na batirin lithium, kasuwar dijital ta cika a hankali kuma ƙimar haɓaka tana raguwa. Kasuwar motocin lantarki ta shafi tallafin rarar tallafin, kuma bukatar kasuwa tana raguwa. Kodayake baturin lithium na ajiyar makamashi yana da babban yuwuwar haɓakawa, har yanzu yana cikin matakin gabatarwar kasuwa. Kamar yadda masana'antu ke tallafawa, masana'antar batir suna raguwa.
A lokaci guda, tare da haɓaka fasahar batir, buƙatun fasaha na masana'antu sun ci gaba da haɓakawa, kasuwannin tashar tashar ba ta da ƙarfi, matsin lamba na raguwar babban kuɗi da matsa lamba na babban birni suna ƙaruwa koyaushe, yana haifar da ci gaba da haɓaka kofa na fasaha da ƙari. babban birnin kasar, kuma kasuwar batirin lithium ta shiga lokacin daidaitawa.
Tare da karuwar matsin lambar gasa a cikin masana'antu, manyan kamfanoni a daya bangaren su kara zuba jari a fannin bincike da raya kasa, da kyautata alamomin kayayyaki, a daya bangaren, wutar lantarki mai rahusa, manufofin fifiko a Mongoliya ta ciki, da Sichuan da dai sauransu. graphitization da sauran high-cost samar links, rage samar da farashin, Cimma sakamakon rage farashin da kuma kara inganci, da kuma inganta kasuwa gasa. Kananan masana'antu da ba su da jari da fasaha za su kara karfin gasa a kasuwa yayin da kasuwar kasuwar ke raguwa. Ana sa ran za a kara mayar da hankalin kasuwa a cikin manyan kamfanoni a cikin shekaru biyu masu zuwa.
Source: Bayanin Longzhong
Lokacin aikawa: Nuwamba-07-2019