Makampani opanga ma elekitirodi olakwika akulandila kusintha kwatsopano kwa msika.
Kupindula ndikukula kwa kufunikira kwa msika wa batri ku China, kutumiza kwa zinthu za anode ku China ndi mtengo wotulutsa zidakwera mu 2018, ndikuyendetsa kukula kwamakampani opanga zinthu za anode.
Komabe, zokhudzidwa ndi zothandizira, mpikisano wamsika, kukwera kwamitengo yamtengo wapatali komanso kutsika kwamitengo yazinthu, kuchuluka kwa msika wazinthu za anode kwachulukirachulukira, ndipo polarization yamakampani yalowa gawo latsopano.
Pakalipano, pamene makampani amalowa mu gawo la "kuchepetsa mtengo ndi kuwonjezereka kwa khalidwe", graphite yachilengedwe yapamwamba ndi zinthu zopangidwa ndi graphite zimatha kufulumizitsa m'malo mwa zipangizo zotsika kwambiri za anode, zomwe zimapangitsa mpikisano wa msika wa mafakitale a anode.
Kuyang'ana pang'onopang'ono, makampani omwe ali ndi zida zama electrode kapena makampani omwe adatchulidwa kapena ma IPO odziyimira pawokha akufunafuna thandizo kuti apeze thandizo lalikulu, kuthandiza makampani kukulitsa luso lopanga ndikupanga zinthu zatsopano. Kukula kwa makampani ang'onoang'ono ndi apakatikati a anode omwe alibe mwayi wopikisana nawo pamtundu wazinthu ndiukadaulo komanso pamakasitomala kudzakhala kovuta kwambiri.
Kuchokera pamalingaliro owoneka bwino, kuti apititse patsogolo komanso kuchepetsa ndalama, makampani opanga ma elekitirodi awonjezera mphamvu zawo zopangira ndikufikira kumtunda wamakampani opanga ma graphitization, kuchepetsa ndalama kudzera pakukulitsa mphamvu ndi kukulitsa njira zopangira, ndikuwonjezeranso mpikisano wawo.
Mosakayikira, kuphatikiza ndi kupeza ndi kugwirizanitsa zipangizo pakati pa mafakitale ndi kuwonjezereka kwa makampani opangira graphitization odzipangira okha mosakayika kudzachepetsa otenga nawo gawo pamsika, kufulumizitsa kuthetsa ofooka, ndikusokoneza pang'onopang'ono "zitatu zazikulu ndi zazing'ono" za mpikisano wopangidwa ndi zipangizo zoipa. Mpikisano wampikisano wamsika wa anode wa pulasitiki.
Kupikisana pamapangidwe a graphitization
Pakali pano, mpikisano mu makampani zoweta anode chuma akadali kwambiri. Pali mpikisano pakati pa makampani oyambirira a echelon kuti atenge malo otsogolera. Palinso ma echelon achiwiri omwe akukulitsa mphamvu zawo. Mumathamangitsana wina ndi mnzake kuti muchepetse mpikisano ndi mabizinesi amtundu woyamba. Zina mwazovuta za omwe akupikisana nawo atsopano.
Motsogozedwa ndi kufunikira kwa msika kwa mabatire amagetsi, gawo la msika wopangira ma graphite ukupitilira kukwera kuti apereke kufunikira kwa kukulitsa mphamvu zamabizinesi a anode.
Kuyambira chaka cha 2018, ntchito zazikulu zapakhomo zopangira zinthu za anode zakhala zikugwira ntchito motsatizana, ndipo kukula kwapayekha kwafika matani 50,000 kapena matani 100,000 pachaka, makamaka kutengera ntchito zopanga ma graphite.
Pakati pawo, makampani oyamba a echelon amaphatikizanso malo awo amsika ndikuchepetsa ndalama pakukulitsa mphamvu zawo zopangira. Makampani achiwiri a echelon akusunthira pafupi ndi mzere woyamba kupyolera mwa kukulitsa mphamvu, koma alibe thandizo la ndalama zokwanira komanso kusowa kwa mpikisano muzinthu zatsopano ndi matekinoloje.
Makampani a echelon oyambirira ndi achiwiri, kuphatikizapo Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, ndi Jiangxi Zhengtuo, komanso omwe adalowa kumene, awonjezera mphamvu zawo zopanga ngati malo olowera kuti apititse patsogolo mpikisano wawo. Malo opangira mphamvu amakhazikika ku Inner Mongolia kapena Kumpoto chakumadzulo.
Graphitization imatenga pafupifupi 50% ya mtengo wazinthu za anode, nthawi zambiri zimakhala ngati subcontracting. Pofuna kuchepetsanso ndalama zopangira komanso kukonza phindu lazinthu, makampani opanga zinthu za anode adzipangira okha ma graphitization ngati njira yopititsira patsogolo mpikisano wawo.
Ku Inner Mongolia, yokhala ndi zinthu zambiri komanso mtengo wotsika wamagetsi wa 0.36 yuan / KWh (ochepera 0.26 yuan / KWh), yakhala malo opangira ma graphite abizinesi a electrode negative. Kuphatikizapo Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin New Equipment, Guangrui New Energy, etc., onse ali ndi graphitization ku Inner Mongolia.
Mphamvu zatsopano zopangira zidzatulutsidwa kuchokera ku 2018. Zikuyembekezeka kuti mphamvu yopangira graphitization ku Inner Mongolia idzatulutsidwa mu 2019, ndipo malipiro a graphitization processing adzabwerera.
Pa August 3, dziko lalikulu lifiyamu batire anode zakuthupi m'munsi - Shanshan Technology wa pachaka kupanga matani 100,000 anode zinthu Baotou Integrated m'munsi projekiti inakhazikitsidwa mwalamulo mu ntchito Qingshan District, Baotou City.
Zikumveka kuti Shanshan Technology ili ndi ndalama zapachaka za yuan 3.8 biliyoni mu 100,000-ton anode material Integrated base of anode materials. Ntchitoyi ikamalizidwa ndikupangidwa, imatha kupanga matani 60,000 a zinthu za graphite anode ndi matani 40,000 a zinthu zopaka graphite anode. Pachaka mphamvu yopanga matani 50,000 a graphitization processing.
Malinga ndi kafukufuku wa Institute of Advanced Research and Development of Lithium Power Research (GGII), kutumiza okwana kwa lithiamu batire anode zipangizo ku China anafika matani 192,000 mu 2018, chaka ndi chaka kuwonjezeka 31,2%. Pakati pawo, Shanshan Technology yotumiza zinthu za anode idakhala yachiwiri pamakampani, komanso kutumiza ma graphite opangira malo oyamba.
"Ndife matani 100,000 opanga chaka chino. Pofika chaka chamawa komanso chaka chotsatira, tidzakulitsa luso lopanga zinthu mwachangu, ndipo tidzazindikira mwachangu mphamvu yamitengo yamakampaniwo ndi kuchuluka komanso mtengo wake. ” Zheng Yonggang, Wapampando wa Shanshan Holdings Board of Directors adati.
Mwachiwonekere, njira ya Shanshan ndikuchepetsa mtengo wopangira kudzera pakukulitsa mphamvu, ndikuwongolera malonda, ndikupanga msika wamphamvu pamakampani ena oyipa amagetsi amagetsi, potero kukulitsa ndikuphatikiza gawo lake lamsika. Kuti asakhale chete, makampani ena oyipa ma elekitirodi mwachibadwa amayenera kulowa nawo gulu lokulitsa mphamvu, koma ambiri aiwo ndi otsika kwambiri opanga.
Ndizofunikira kudziwa kuti ngakhale makampani azinthu za anode akukulitsa mphamvu zawo zopangira, monga momwe magwiridwe antchito amagetsi amagetsi akupitilira kukula, zofunikira zapamwamba zimayikidwa pakupanga kwazinthu za anode. Ma graphite achilengedwe apamwamba komanso zinthu zopangira ma graphite zimafulumizitsa m'malo mwa zinthu zotsika kwambiri za anode, zomwe zikutanthauza kuti mabizinesi ang'onoang'ono ndi apakatikati a anode sangathe kukumana ndi kufunikira kwa mabatire apamwamba.
Kukhazikika kwa msika kumakulitsidwanso
Monga momwe zilili ndi msika wa batri yamagetsi, kuchuluka kwa msika wa anode kukuchulukirachulukira, pomwe makampani akuluakulu ochepa akutenga gawo lalikulu pamsika.
Ziwerengero za GGII zikuwonetsa kuti mu 2018, zinthu zonse zaku China za lithiamu batire anode zidafika matani 192,000, kuwonjezeka kwa 31.2%.
Pakati pawo, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji ndi makampani ena olakwika asanachitike kutumiza khumi.
Mu 2018, kutumizidwa kwa zinthu za TOP4 za anode kudaposa matani 25,000, ndipo gawo la msika la TOP4 lidakwana 71%, kukwera kwa 4 peresenti kuyambira 2017, komanso kutumiza kwamabizinesi ndi makampani akuluakulu pambuyo pa malo achisanu. Kusiyana kwa voliyumu kukukulirakulira. Chifukwa chachikulu ndi chakuti mpikisano wa msika wa batri wamagetsi wasintha kwambiri, zomwe zimapangitsa kusintha kwa mpikisano wazinthu za anode.
Ziwerengero za GGII zikuwonetsa kuti kuchuluka kwa batire yamagetsi yaku China mu theka loyamba la 2019 kunali pafupifupi 30.01GWh, kuwonjezeka kwachaka ndi 93%. Pakati pawo, mphamvu zonse zokhazikitsidwa zamakampani khumi apamwamba a batire amphamvu zidakwana pafupifupi 26.38GWh, zomwe zimawerengera pafupifupi 88% yonse.
Pakati pa makampani khumi apamwamba a batri yamagetsi potengera mphamvu zonse zomwe zayikidwa, mabatire a Ningde okha, BYD, Guoxuan Hi-Tech, ndi Lishen ali m'gulu la khumi apamwamba, ndipo masanjidwe amakampani ena a batri akusintha mwezi uliwonse.
Kukhudzidwa ndi kusintha kwa msika wa batri yamagetsi, mpikisano wamsika wazinthu za anode wasinthanso molingana. Mwa iwo, Shanshan Technology, Jiangxi Zijing ndi Dongguan Kaijin amapangidwa makamaka ndi zinthu zopangidwa ndi graphite. Amayendetsedwa ndi gulu la makasitomala apamwamba kwambiri monga Ningde Times, BYD, Yiwei Lithium Energy ndi Lishen Battery. Zotumiza zidawonjezeka kwambiri ndipo msika ukuwonjezeka.
Ena mwamakampani opangira ma elekitirodi olakwika adatsika kwambiri pakuyika kwa batire zoyipa zamakampani mu 2018.
Kutengera mpikisano womwe ulipo pamsika wamagetsi amagetsi, msika wamakampani khumi apamwamba kwambiri a batri ndi okwera pafupifupi pafupifupi 90%, zomwe zikutanthauza kuti mwayi wamsika wamakampani ena a batri ukuchulukirachulukira, ndikufalikira kumtunda. anode zipangizo kumunda, kupanga gulu laling'ono ndi sing'anga-kakulidwe anode mabizinezi amakumana kwambiri Kupulumuka kuthamanga.
GGII ikukhulupirira kuti m'zaka zitatu zikubwerazi, mpikisano mumsika wa zinthu za anode udzakulirakulirabe, ndipo mphamvu yotsika yobwerezabwereza idzachotsedwa. Mabizinesi omwe ali ndi ukadaulo woyambira komanso njira zamakasitomala opindulitsa azitha kukula kwambiri.
Msikawu udzakhala wabwino kwambiri. Kwa mabizinesi azinthu zamtundu wachiwiri ndi wachitatu, kukakamiza kogwirira ntchito mosakayikira kumawonjezeka, ndipo ndikofunikira kukonzekera zamtsogolo.
Nthawi yotumiza: Oct-09-2019