Kev lag luam cov khoom siv electrode tsis zoo yog txais tos kev hloov pauv kev lag luam tshiab.
Tau txais txiaj ntsig los ntawm kev loj hlob ntawm Tuam Tshoj lub zog roj teeb kev lag luam xav tau, Tuam Tshoj cov khoom xa khoom anode thiab cov nqi tso tawm tau nce hauv 2018, tsav kev loj hlob ntawm cov tuam txhab cov ntaub ntawv anode.
Txawm li cas los xij, cuam tshuam los ntawm cov nyiaj pab, kev sib tw ua lag luam, nce nqi raw khoom thiab cov nqi khoom poob, kev lag luam concentration ntawm cov khoom siv anode tau nce ntxiv, thiab polarization ntawm kev lag luam tau nkag mus rau theem tshiab.
Tam sim no, raws li kev lag luam nkag mus rau theem ntawm "txo cov nqi thiab ua kom zoo", high-end ntuj graphite thiab cov khoom siv dag zog tuaj yeem ua kom nrawm hloov cov khoom siv qis kawg anode, uas ua rau kev lag luam kev sib tw ntawm cov khoom siv anode kev lag luam txhim kho.
Los ntawm kab rov tav txoj kev xav, tam sim no cov khoom siv hluav taws xob tsis zoo lossis cov tuam txhab teev npe lossis IPOs ywj pheej tab tom nrhiav kev txhawb nqa kom tau txais peev nyiaj txhawb nqa, pab cov tuam txhab nthuav dav ntau lawm thiab tsim cov khoom tshiab. Kev txhim kho ntawm cov tuam txhab me me thiab nruab nrab anode uas tsis muaj kev sib tw zoo hauv cov khoom lag luam zoo thiab cov cuab yeej siv thev naus laus zis nrog rau hauv cov neeg siv khoom yuav dhau los ua nyuaj.
Los ntawm txoj kev xav ntsug, txhawm rau txhim kho qhov zoo thiab txo cov nqi, cov tuam txhab cov khoom siv hluav taws xob tsis zoo tau nthuav dav lawv cov peev txheej tsim khoom thiab txuas ntxiv mus rau kev lag luam graphitization kev lag luam, txo cov nqi los ntawm kev nthuav dav thiab kev tsim cov txheej txheem txhim kho, thiab ntxiv dag zog rau lawv cov kev sib tw.
Undoubtedly, mergers thiab acquisitions thiab resource kev koom ua ke ntawm industries thiab extension ntawm tus kheej-tsim graphitization kev lag luam yuav undoubtedly txo cov neeg koom nrog kev lag luam, ua kom tshem tawm cov tsis muaj zog, thiab maj mam disintegrate "peb loj thiab me" kev sib tw qauv tsim los ntawm cov khoom tsis zoo. Kev sib tw qeb duas ntawm cov khoom lag luam yas anode.
Sib tw rau layout ntawm graphitization
Tam sim no, kev sib tw hauv kev lag luam khoom siv hauv tsev anode tseem hnyav heev. Muaj kev sib tw ntawm thawj-tier echelon tuam txhab uas muag los txeeb cov thawj coj. Tseem muaj ob-tier echelon nquag nthuav lawv lub zog. Koj caum tom qab ib leeg kom nqaim qhov kev sib tw nrog thawj cov tuam txhab lag luam. Qee qhov muaj peev xwm ntawm cov neeg sib tw tshiab.
Tsav los ntawm kev lag luam kev thov rau cov roj teeb fais fab, qhov feem pua ntawm cov khoom lag luam graphite tseem nce ntxiv los muab kev thov rau kev nthuav dav ntawm lub peev xwm ntawm cov lag luam anode.
Txij li thaum xyoo 2018, cov peev txheej loj hauv tebchaws rau cov khoom siv anode tau ua tiav ua tiav, thiab qhov ntsuas ntawm tus neeg muaj peev xwm tau mus txog 50,000 tons lossis txawm tias 100,000 tons hauv ib xyoos, feem ntau yog raws li cov khoom siv graphite.
Ntawm lawv, thawj-tier echelon tuam txhab uas muag ntxiv consolidates lawv cov lag luam txoj hauj lwm thiab txo cov nqi los ntawm kev nthuav lawv cov peev xwm ntau lawm. Cov tuam txhab echelon thib ob tab tom txav los ze rau thawj kab echelon los ntawm kev nthuav dav, tab sis tsis muaj kev txhawb nqa nyiaj txiag txaus thiab tsis muaj kev sib tw hauv cov khoom tshiab thiab thev naus laus zis.
Thawj- thiab thib ob-tier echelon tuam txhab uas muag, suav nrog Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Zog, Xiangfenghua, Shenzhen Snow, thiab Jiangxi Zhengtuo, nrog rau cov neeg tuaj tshiab, tau nthuav lawv lub peev xwm ntau lawm ua ib qho chaw nkag los txhim kho lawv cov kev sib tw. Lub peev xwm tsim lub hauv paus yog qhov tseem ceeb hauv Inner Mongolia lossis Northwest.
Graphitization tso nyiaj txog li 50% ntawm tus nqi ntawm cov khoom siv anode, feem ntau yog nyob rau hauv daim ntawv ntawm subcontracting. Txhawm rau txhawm rau txo cov nqi tsim khoom thiab txhim kho cov khoom lag luam tau txais txiaj ntsig, cov tuam txhab cov ntaub ntawv anode tau tsim lawv tus kheej graphitization ua raws li cov tswv yim layout los txhim kho lawv cov kev sib tw.
Nyob rau hauv Inner Mongolia, nrog nws cov peev txheej ntau thiab cov nqi hluav taws xob qis ntawm 0.36 yuan / KWh (yam tsawg kawg nkaus rau 0.26 yuan / KWh), nws tau dhau los ua qhov chaw xaiv rau graphite cog ntawm cov lag luam tsis zoo electrode. Xws li Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin Cov Khoom Tshiab, Guangrui Tshiab Zog, thiab lwm yam, txhua tus muaj peev xwm graphitization hauv Inner Mongolia.
Lub peev xwm tsim tawm tshiab yuav raug tso tawm los ntawm 2018. Nws xav tias lub peev xwm ntawm graphitization hauv Inner Mongolia yuav raug tso tawm hauv 2019, thiab tus nqi ua graphitization yuav poob rov qab.
Thaum Lub Yim Hli 3, lub ntiaj teb loj tshaj plaws lithium roj teeb anode cov khoom siv hauv paus - Shanshan Technology cov khoom tsim txhua xyoo ntawm 100,000 tons ntawm cov khoom siv anode Baotou integrated base project tau raug muab tso rau hauv Qingshan District, Baotou City.
Nws tau nkag siab tias Shanshan Technology muaj kev nqis peev txhua xyoo ntawm 3.8 billion yuan hauv 100,000-tuj anode cov ntaub ntawv sib xyaw ua ke rau cov khoom siv anode. Tom qab qhov project tiav thiab muab tso rau hauv ntau lawm, nws tuaj yeem tsim tau 60,000 tons ntawm graphite anode cov ntaub ntawv thiab 40,000 tons ntawm carbon-coated graphite anode cov ntaub ntawv. Txhua xyoo muaj peev xwm ntawm 50,000 tons ntawm graphitization ua.
Raws li kev tshawb fawb cov ntaub ntawv los ntawm Lub Tsev Haujlwm Saib Xyuas Kev Tshawb Fawb thiab Kev Txhim Kho ntawm Lithium Power Research (GGII), tag nrho cov khoom xa tuaj ntawm lithium roj teeb anode cov ntaub ntawv hauv Suav teb tau nce mus txog 192,000 tons hauv 2018, ib xyoo-rau-xyoo nce ntawm 31.2%. Ntawm lawv, Shanshan Technology's anode cov khoom xa tuaj nyob rau qib thib ob hauv kev lag luam, thiab cov khoom siv hluav taws xob graphite ranked thawj.
"Peb yog 100,000 tons ntawm kev tsim tawm xyoo no. Los ntawm xyoo tom ntej thiab xyoo tom ntej, peb yuav nthuav cov peev txheej tsim tau sai dua, thiab peb yuav ceev nrooj tuav tus nqi zog ntawm kev lag luam nrog kev ntsuas thiab nqi ua haujlwm. " Zheng Yonggang, Thawj Tswj Hwm ntawm Shanshan Holdings Pawg Thawj Coj tau hais.
Pom tseeb, Shanshan lub tswv yim yog los txo cov nqi tsim khoom los ntawm kev nthuav dav, thiab yog li tswj hwm cov khoom lag luam sib tham, thiab tsim kev lag luam muaj zog cuam tshuam rau lwm cov tuam txhab cov khoom siv hluav taws xob tsis zoo, yog li txhim kho thiab sib koom ua lag luam. Txhawm rau kom tsis txhob ua tiav tag nrho, lwm lub tuam txhab tsis zoo electrode ib txwm tau koom nrog pab pawg muaj peev xwm nthuav dav, tab sis feem ntau lawv muaj peev xwm qis kawg.
Nws yog ib qho tsim nyog sau cia tias txawm hais tias cov tuam txhab khoom siv anode tau nthuav dav lawv cov peev txheej, vim tias qhov kev ua tau zoo ntawm cov khoom siv roj teeb hluav taws xob txuas ntxiv nce ntxiv, cov kev xav tau siab dua tau muab tso rau ntawm cov khoom ua tau zoo ntawm cov khoom siv anode. Cov khoom siv high-end graphite thiab cov khoom siv dag zog graphite nrawm hloov cov khoom siv qis kawg anode, uas txhais tau hais tias ntau cov tuam txhab me me thiab nruab nrab anode tsis tuaj yeem ua tau raws li qhov kev thov rau high-end roj teeb.
Kev lag luam concentration yog ntxiv txhim kho
Raws li nrog lub hwj chim roj teeb kev lag luam, qhov concentration ntawm cov khoom siv anode kev lag luam yog nce ntxiv, nrog ob peb lub taub hau tuam txhab uas muag tuav lub lag luam loj.
GGII cov txheeb cais qhia tias xyoo 2018, Tuam Tshoj cov khoom siv roj teeb lithium anode tag nrho cov khoom xa tuaj txog 192,000 tons, nce 31.2%.
Ntawm lawv, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji thiab lwm yam khoom tsis zoo tuam txhab uas muag ua ntej cov khoom xa tuaj kaum.
Hauv xyoo 2018, kev xa khoom ntawm TOP4 anode cov ntaub ntawv tau tshaj 25,000 tons, thiab kev ua lag luam ntawm TOP4 tag nrho yog 71%, nce 4 feem pua cov ntsiab lus los ntawm 2017, thiab cov khoom xa tuaj ntawm cov tuam txhab thiab cov tuam txhab lag luam tom qab thib tsib. Qhov ntim qhov sib txawv yog nthuav. Qhov laj thawj tseem ceeb yog qhov kev sib tw qauv ntawm lub hwj chim roj teeb kev lag luam tau dhau los ua qhov kev hloov pauv loj, uas ua rau muaj kev hloov pauv hauv kev sib tw qauv ntawm cov khoom siv anode.
GGII cov txheeb cais qhia tau hais tias tag nrho cov teeb tsa muaj peev xwm ntawm Tuam Tshoj lub zog roj teeb hauv thawj ib nrab ntawm 2019 yog kwv yees li 30.01GWh, ib xyoos ib zaug nce ntawm 93%. Ntawm lawv, tag nrho cov teeb tsa lub zog ntawm kaum lub tuam txhab roj teeb hluav taws xob saum toj kawg nkaus suav txog 26.38GWh, suav txog li 88% ntawm tag nrho.
Ntawm kaum lub tuam txhab roj teeb hluav taws xob saum toj kawg nkaus hais txog kev teeb tsa tag nrho lub zog, tsuas yog Ningde era, BYD, Guoxuan Hi-Tech, thiab Lishen roj teeb yog nyob rau saum kaum, thiab cov qeb duas ntawm lwm lub tuam txhab roj teeb hloov pauv txhua lub hlis.
Muaj kev cuam tshuam los ntawm kev hloov pauv hauv kev lag luam roj teeb hluav taws xob, kev lag luam kev sib tw rau cov khoom siv anode kuj tau hloov raws li. Ntawm lawv, Shanshan Technology, Jiangxi Zijing thiab Dongguan Kaijin yog tsim los ntawm cov khoom siv graphite. Lawv tau tsav los ntawm ib pawg ntawm cov neeg siv khoom zoo xws li Ningde Times, BYD, Yiwei Lithium Zog thiab Lishen Battery. Kev xa khoom tau nce ntxiv thiab kev lag luam feem ntau nce.
Qee lub tuam txhab cov khoom siv hluav taws xob tsis zoo tau ntsib kev poob qis hauv lub peev xwm ntawm lub tuam txhab cov khoom lag luam tsis zoo hauv 2018.
Kev txiav txim los ntawm kev sib tw tam sim no hauv kev lag luam roj teeb hluav taws xob, kev ua lag luam ntawm kaum lub tuam txhab roj teeb saum toj kawg nkaus yog siab li ze li 90%, uas txhais tau hais tias kev lag luam ntawm lwm lub tuam txhab roj teeb tau dhau los ua ntau dua, thiab tom qab ntawd xa mus rau cov dej ntws. anode cov ntaub ntawv teb, ua ib pab pawg me thiab nruab nrab-qhov loj me anode tuam txhab ntsib kev ciaj sia taus siab.
GGII ntseeg hais tias nyob rau hauv peb lub xyoos tom ntej no, kev sib tw nyob rau hauv cov khoom siv anode kev ua lag luam yuav muaj zog ntxiv, thiab lub peev xwm rov qab qis kawg yuav raug tshem tawm. Kev lag luam nrog cov thev naus laus zis tseem ceeb thiab cov neeg siv khoom zoo tshaj plaws yuav tuaj yeem ua tiav kev loj hlob tseem ceeb.
Kev ua lag luam concentration yuav zoo dua ntxiv. Rau qhov thib ob thiab thib peb-kab anode cov ntaub ntawv lag luam, kev khiav hauj lwm siab yuav tsum tsis txhob poob siab, thiab nws yuav tsum tau npaj txoj kev ua ntej.
Post lub sij hawm: Oct-09-2019