Lub roj teeb lithium yog ib hom roj teeb uas siv cov lithium hlau lossis lithium alloy ua cov khoom siv tsis zoo electrode thiab cov tshuaj tsis muaj electrolyte. Cov roj teeb lithium feem ntau yog siv rau hauv cov khoom lag luam digital hauv thaj chaw ib txwm muaj, thiab feem ntau yog siv hauv cov roj teeb hluav taws xob thiab lub zog khaws cia hauv thaj chaw tshiab.
Tuam Tshoj muaj ntau cov peev txheej lithium thiab ua tiav lithium roj teeb kev lag luam saw, nrog rau lub hauv paus loj ntawm cov txuj ci, ua rau Tuam Tshoj yog thaj chaw txaus nyiam tshaj plaws hauv kev tsim cov roj teeb lithium thiab cov ntaub ntawv kev lag luam, thiab tau dhau los ua lub ntiaj teb loj tshaj plaws lithium. Cov khoom siv roj teeb thiab cov roj teeb ntau lawm. Lub hauv paus ntawm lub lithium roj teeb kev lag luam saw muaj xws li cobalt, manganese, nickel ore, lithium ore, thiab graphite ore. Hauv kev lag luam roj teeb lithium roj teeb, lub hauv paus tseem ceeb ntawm cov roj teeb pob yog lub roj teeb tseem ceeb. Tom qab cov tub ntxhais roj teeb tau ntim, cov hlua hlua thiab PVC zaj duab xis tau muab tso ua ke los tsim lub roj teeb module, thiab tom qab ntawd cov hlua khi hlua txuas thiab BMS Circuit Court board tau ntxiv los tsim cov khoom siv roj teeb.
Upstream tsom xam ntawm kev lag luam saw
Cov dej ntws ntawm cov roj teeb lithium yog cov mining thiab ua cov khoom siv raw, feem ntau yog lithium cov peev txheej, cov peev txheej cobalt thiab graphite. Peb raw khoom siv hluav taws xob tsheb: lithium carbonate, cobalt thiab graphite. Nws tau nkag siab tias lub ntiaj teb lithium cov peev txheej khaws cia yog nplua nuj heev, thiab tam sim no 60% ntawm cov peev txheej lithium tseem tsis tau tshawb nrhiav thiab tsim, tab sis kev faib cov lithium mines kuj tseem muaj zog, feem ntau faib hauv thaj tsam "lithium triangle" ntawm South America. , Australia thiab Tuam Tshoj.
Tam sim no, lub ntiaj teb reserves ntawm drilling yog hais txog 7 lab tons, thiab kev faib yog concentrated. Cov reserves ntawm Congo (DRC), Australia thiab Cuba account rau 70% ntawm lub ntiaj teb no reserves, tshwj xeeb tshaj yog cov Congo lub reserves ntawm 3.4 lab tons, accounting rau ntau tshaj 50% ntawm lub ntiaj teb no. .
Midstream tsom xam ntawm lithium roj teeb kev lag luam
Qhov nruab nrab ntawm lithium roj teeb kev lag luam saw feem ntau suav nrog ntau yam khoom zoo thiab tsis zoo, nrog rau electrolytes, tabs, diaphragms thiab roj teeb.
Ntawm lawv, lithium roj teeb electrolyte yog cov cab kuj rau kev tsav tsheb lithium ions hauv lithium ion roj teeb, thiab ua lub luag haujlwm tseem ceeb hauv kev ua haujlwm thiab kev nyab xeeb ntawm lithium roj teeb. Lub hauv paus ntsiab lus ntawm kev ua haujlwm ntawm lithium-ion roj teeb kuj tseem yog cov txheej txheem ntawm kev them nyiaj thiab tawm, uas yog, lithium ion yog shuttled ntawm qhov zoo thiab tsis zoo electrodes, thiab cov electrolyte yog nruab nrab rau lithium ion txaus. Lub luag haujlwm tseem ceeb ntawm lub diaphragm yog cais cov electrodes zoo thiab tsis zoo ntawm lub roj teeb, tiv thaiv ob tus ncej los ntawm kev sib cuag thiab luv luv, thiab tseem muaj cov haujlwm ntawm kev hla cov electrolyte ions.
Downstream tsom xam ntawm lithium roj teeb kev lag luam saw
Hauv 2018, cov khoom lag luam ntawm Tuam Tshoj lithium-ion roj teeb ua lag luam tau nce 26.71% xyoo-rau-xyoo rau 102.00GWh. Tuam Tshoj cov khoom lag luam thoob ntiaj teb suav txog 54.03%, thiab nws tau dhau los ua lub ntiaj teb loj tshaj plaws lithium-ion roj teeb chaw tsim khoom. Lithium roj teeb cov tuam txhab sawv cev yog: Ningde era, BYD, Waterma, Guoxuan Hi-Tech thiab hais txog.
Los ntawm kev lag luam qis qis ntawm cov roj teeb lithium-ion hauv Suav teb, lub zog roj teeb hauv 2018 tau tsav los ntawm kev txhim kho sai ntawm kev lag luam tsheb tshiab. Cov zis tau nce 46.07% xyoo-rau-xyoo rau 65GWh, uas tau dhau los ua ntu loj tshaj plaws; 3C digital roj teeb kev lag luam hauv 2018 Kev loj hlob tau ruaj khov, thiab cov khoom tsim tawm tau txo qis los ntawm 2.15% xyoo-rau-xyoo rau 31.8GWh, thiab qhov kev loj hlob poob qis. Txawm li cas los xij, lub high-end digital roj teeb teb sawv cev los ntawm cov roj teeb hloov tau, cov roj teeb digital siab thiab cov khoom muag digital high-end yog raug rau cov khoom siv hnav, drones, thiab kev txawj ntse siab kawg. Tsav los ntawm ntu kev lag luam xws li xov tooj ntawm tes, nws tau dhau los ua ib feem tseem ceeb ntawm kev lag luam 3C cov roj teeb digital; Xyoo 2018, Tuam Tshoj lub zog cia lithium-ion roj teeb tau nce me ntsis los ntawm 48.57% rau 5.2GWh.
Lub roj teeb fais fab
Nyob rau hauv xyoo tas los no, Tuam Tshoj lub hwj chim lithium-ion roj teeb tau tsim sai heev, feem ntau yog vim muaj kev txhawb zog ntawm lub teb chaws txoj cai rau kev lag luam tsheb tshiab. Nyob rau hauv 2018, cov zis ntawm Tuam Tshoj lub zog tshiab tsheb tau nce 50.62% xyoo-rau-xyoo rau 1.22 lab units, thiab cov zis yog 14.66 npaug ntawm xyoo 2014. Tsav los ntawm kev txhim kho lub zog tshiab tsheb lag luam, Tuam Tshoj lub zog roj teeb kev lag luam tau ceev ceev. kev loj hlob hauv 2017-2018. Raws li kev tshawb fawb txheeb cais, cov zis ntawm Tuam Tshoj lub zog roj teeb lag luam hauv 2018 tau nce 46.07% xyoo-rau-xyoo rau 65GWh.
Nrog rau kev siv lub zog tshiab lub tsheb cov ntsiab lus, cov tuam txhab roj tsheb tsoos yuav ua kom cov qauv ntawm lub zog tshiab, thiab cov tuam txhab txawv teb chaws xws li Volkswagen thiab Daimler yuav koom ua ke tsim cov tsheb tshiab hauv Suav teb. Qhov kev thov rau Tuam Tshoj lub zog roj teeb kev lag luam yuav tuav tus qauv ntawm kev loj hlob sai, nws xav tias CAGR ntawm cov roj teeb hluav taws xob tsim hluav taws xob yuav ncav cuag 56.32% hauv ob xyoos tom ntej, thiab cov roj teeb hluav taws xob yuav tshaj 158.8GWh los ntawm 2020.
Tuam Tshoj txoj kev lag luam roj teeb lithium-ion tau tuav txoj kev loj hlob sai, feem ntau yog tsav los ntawm kev loj hlob sai ntawm lub hwj chim roj teeb lag luam. Hauv xyoo 2018, tsib lub lag luam saum toj kawg nkaus hauv Tuam Tshoj lub zog roj teeb lag luam suav txog 71.60% ntawm tus nqi tso zis, thiab kev lag luam concentration tau txhim kho ntxiv.
Lub roj teeb fais fab yav tom ntej yog lub cav loj tshaj plaws hauv kev lag luam ntawm lithium-ion roj teeb. Nws txoj kev mus rau siab zog ceev thiab kev nyab xeeb siab tau raug txiav txim siab. Lub hwj chim roj teeb thiab high-end digital lithium-ion roj teeb yuav dhau los ua cov ntsiab lus tseem ceeb hauv kev lag luam roj teeb lithium-ion, thiab cov roj teeb lithium hauv 6μm. Copper foil yuav yog ib qho ntawm cov khoom siv tseem ceeb rau cov roj teeb lithium-ion thiab yuav dhau los ua qhov tseem ceeb ntawm cov lag luam tseem ceeb.
3C roj teeb
Hauv 2018, Tuam Tshoj cov roj teeb digital tsim tau poob 2.15% xyoo-rau-xyoo rau 31.8GWh. GGII cia siab tias cov roj teeb digital CAGR yuav yog 7.87% hauv ob xyoos tom ntej. Nws kwv yees tias Tuam Tshoj cov roj teeb digital yuav ncav cuag 34GWh hauv 2019. Los ntawm 2020, Tuam Tshoj cov roj teeb digital yuav ncav cuag 37GWh, thiab high-end digital soft pack batteries, flexible batteries, high-rate batteries, etc. kawg cov xov tooj ntse, cov cuab yeej siv tau, drones, thiab lwm yam, dhau los ua kev loj hlob tseem ceeb ntawm kev lag luam roj teeb digital. taw tes.
Lub zog cia roj teeb
Txawm hais tias Tuam Tshoj lub zog cia lithium-ion roj teeb teb muaj qhov chaw lag luam loj, nws tseem raug txwv los ntawm tus nqi thiab thev naus laus zis, thiab tseem nyob rau lub sijhawm qhia kev lag luam. Nyob rau hauv 2018, cov zis ntawm Tuam Tshoj lub zog cia lithium-ion roj teeb tau nce 48.57% xyoo-rau-xyoo rau 5.2GWh. Nws tau kwv yees tias qhov tso zis ntawm Tuam Tshoj lub zog cia lithium-ion roj teeb yuav ncav cuag 6.8GWh hauv 2019.
Post lub sij hawm: Sep-20-2019