NgoNovemba 2023, ukukhiqizwa kwe-lithium iron phosphate yaseChina kwehla ngokushesha, kwehle ngo-10% kusukela ngo-Okthoba, okulingana nokuncipha kwe-6GWh yamangqamuzana ebhethri: ukuphela kokugcinwa kwamandla okubuthakathaka okuqhutshwa ukuphela kwamandla akuzange kubonise izimpawu zokuthuthuka, futhi "amandla". ayinyakazi futhi indawo yokugcina amandla ayigcinwa”.Ukufunwa komfula kuphansi kunalokho obekulindelwe, ngokuncipha okukhulu kwama-oda okuthenga aphakathi nenyanga, okuye kwadambisa isasasa lokukhiqiza lamabhizinisi e-lithium iron phosphate;Ukuphindwaphindwa okusheshayo komkhiqizo nokuthuthukiswa, imvamisa ephezulu yokulungiswa komugqa wokukhiqiza, nokuncipha kwesivuno somkhiqizo.
Mayelana nokuphumayo
NgoNovemba 2023, ukukhiqizwa kweChina kwe-lithium iron phosphate kwaba amathani ayi-114000, ukwehla ngo-10% ngenyanga kanye no-5% unyaka nonyaka, nokukhuphuka konyaka ngonyaka ngama-34%.
Umfanekiso 1: Ukukhiqizwa kwe-lithium iron phosphate eChina
Umfanekiso 1: Ukukhiqizwa kwe-lithium iron phosphate eChina
Ku-Q4 2023, intengo ye-lithium carbonate, impahla eluhlaza enkulu, izokwehla.Izinkampani zamaseli ebhethri awela phansi zizogxila kakhulu ekwehliseni isitokwe, zinciphise ukusilela emuva kwezinto ezingavuthiwe nemikhiqizo, futhi zicindezele isidingo se-lithium iron phosphate.Mayelana nezindleko, ukwehla kwamanani entengo yezinto ezingavuthiwe ngoNovemba kwehlise izindleko zokukhiqiza izinto ze-iron lithium.Ngasohlangothini lokunikezela, ngoNovemba, amabhizinisi e-iron ne-lithium aqhubekile nokubeka phambili ukuthengisa futhi anciphisa ukusungulwa komkhiqizo oqediwe, okuholele ekwehleni okukhulu kokutholakala okuphelele emakethe.Ngasohlangothini lwesidingo, njengoba kusondela ukuphela konyaka, izinkampani zamabhethri agcina amandla namandla okugcina amandla zigxila kakhulu ekususeni uhlu lomkhiqizo oqediwe kanye nokugcina ukuthengwa kwempahla ebalulekile, okuholela esidingweni esilinganiselwe sezinto zokwakha ze-lithium iron phosphate.Ukusuka kuZibandlela wezi-2023 kuya ku-Q1 2024, isimo esivamile se-off-season emakethe sahlala siqinile, futhi isidingo se-lithium iron phosphate sinciphile.Amabhizinisi amaningi e-lithium iron phosphate aqala ukwehlisa ukukhiqizwa futhi azobona ukwehla okukhulu ekukhiqizeni.
Kulindeleke ukuthi ukukhiqizwa kwe-lithium iron phosphate e-China kuzoba amathani angama-91050 ngoDisemba 2023, ngenyanga ngenyanga kanye noshintsho lonyaka ngonyaka -20% no-10%, ngokulandelana.Kungokokuqala ngqa kusukela ngoMeyi 2023 ukuthi ukukhiqizwa kwanyanga zonke kwehle ngaphansi kwe-100000 ton mark.
Mayelana namandla okukhiqiza
Kusukela ekupheleni kuka-2023, umthamo wasekhaya wokukhiqiza we-lithium iron phosphate ungaphezu kwamathani ayizigidi ezi-4.
Isakhiwo somthamo wokukhiqiza we-lithium iron phosphate sibuswa ukutshalwa kwezimali okunethezeka okuvela kuma-giants, ukusetshenziswa njalo kwebhange eliwela ngokuswayipha amakhadi, imizamo ehlanganyelwe evela kuhulumeni, amabhizinisi, kanye nezezimali, kanye nokuncintisana okuvela ezifundeni ezihlukahlukene ukuze kuzuzwe isivinini esithile.Amaphrojekthi we-lithium iron phosphate aqhakaza yonke indawo, anemibala, futhi imiphumela ayilingani.Naphezu kwesimo samanje se-surplus, zisekhona izinkampani ezinesifiso sokuthulisa umhlaba futhi zilungiselela ukutshala imali embonini ye-lithium iron phosphate.
Umfanekiso 2: Amandla okukhiqiza eChina i-lithium iron phosphate ngo-2023 (ngokwesifunda)
Umfanekiso 2: Amandla okukhiqiza eChina i-lithium iron phosphate ngo-2023 (ngokwesifunda)
Amabhizinisi amakhulu afana ne-Hunan Yuneng, i-Defang Nano, i-Wanrun New Energy, i-Changzhou Lithium Source, i-Rongtong High tech, i-Youshan Technology, njll. ibalwa ngaphezu kwesigamu somthamo wokukhiqiza, kuhlanganiswe namabhizinisi acebile njenge-Guoxuan High tech, i-Anda Technology, I-Taifeng Pioneer, i-Fulin (i-Shenghua), i-Fengyuan Lithium Energy, i-Terui Battery, njll., enamandla okukhiqiza amathani ayizigidi ezingu-3.Kulindeleke ukuthi i-60-70% yomthamo wokukhiqiza izokhishwa ngo-2024 ukuze kuhlangatshezwane nesidingo sasekhaya se-lithium iron phosphate ngalowo nyaka, kuyilapho kunzima ukuthi uhlangothi lokuthekelisa lube nokwanda okukhulu kwevolumu esikhathini esifushane.Mayelana nokuhlinzekwa kanye nesidingo, amabhizinisi ahamba phambili axhumene kakhulu namabhizinisi ahamba phambili, futhi amabhizinisi esigaba sesibili - kanye nesesithathu ngalinye libonisa amakhono abo.Umshado phakathi kwemikhaya ecebile ungase ungajabuli ngempela.
Ngokwezinga lokusebenza
Izinga lokusebenza liqhubekile nokwehla ngoNovemba, lehle ngamaphesenti angama-50 langena kuma-44%.
Isizathu esiyinhloko sokwehla kwezinga lokusebenza kwe-lithium iron phosphate ngoNovemba ukuthi ukuncishiswa kwesidingo semakethe kuye kwaholela ekwehleni kwama-oda ebhizinisi kanye nokwehla kokukhiqizwa;Ngaphezu kwalokho, umthamo wokukhiqiza osanda kutshalwa uzokhishwa ngaphambi kokuphela konyaka.Ngesikhathi sokwehla kwemakethe, amabhizinisi amaningi alungisa imigqa yawo yokukhiqiza ukuze ahlelele sonke isimo ngo-2024.
Umfanekiso wesi-3: Amazinga okukhiqiza nokusebenza kwe-lithium iron phosphate e-China
Umfanekiso wesi-3: Amazinga okukhiqiza nokusebenza kwe-lithium iron phosphate e-China
Izinga lokusebenza okulindelekile ngoZibandlela lehle lafinyelela phansi ngokomlando, ngokukhululwa kwamandla okukhiqiza kanye nokwehla ngesikhathi esisodwa kokukhiqiza, okubangele izinga lokusebenza elingaphansi kwama-30%.
i-epilogue
Umthamo omningi usuphenduke isiphetho esingalindelekile, futhi ukuvikeleka kwe-capital chain sekuyinto ehamba phambili.Umgomo oyinhloko ka-2024 wukulwela ukusinda!
Isidingo esezansi nomfula se-lithium iron phosphate asinamandla, futhi ukuzimisela kwesitokwe esingezansi komfula kubuthakathaka kusukela ku-Q4 2023 kuya ku-Q1 2024, okuholela ekukhiqizeni okuphansi okuqhubekayo kwe-lithium iron phosphate.Ukweqisa kokuphela kwempahla eluhlaza kuye kwanciphisa iwindi lesidingo, okuholela emabhizinisini e-lithium iron phosphate ukuthi "anciphe" futhi acindezele ngefasitela ngokwehlisa amanani: angena emakethe ngemuva kokubhoboza izithiyo nokungena empini.Lesi simo nakanjani sikhumbuza abantu ngefilimu ebizwa ngokuthi “Letter of Commitment”, futhi kwakungelula ukuthi inkampani iphile.Ukunciphisa ukukhiqiza nokwehlisa amanani ku-Q4 2023 kuyisinyathelo esingenakugwenywa esikhathini esifushane.Muva nje, izinkampani ezimbalwa zimise ukukhiqizwa nokugcinwa kwemigqa eminingi yokukhiqiza.
Imakethe evilaphayo ayiwona umphumela omubi kakhulu, futhi izimakethe zokugcina amandla namandla zisathembisa.Kodwa ngokulandelayo, izinkampani zidinga ukuqaphela izingozi ezingase zibe khona: inkinga ochungechungeni lwezimali!Ezinye izinkampani zikuthola kunzima kakhulu ukuqoqa ama-akhawunti atholakalayo.Akulula ukuthi le nkampani ilungiselele isidlo esikhulu sangonyaka ozayo njengoba ingazange idle ukudla okwanele kulo nyaka.Uma ukuthengisa ngentengo ephansi kungaheha amakhasimende ekhwalithi ephezulu, kuwukukhetha okwamukelekayo;Kodwa uma izindlela zokumaketha ezikhethwayo ezinjengokwehliswa kwentengo nokwehliswa kwenzalo, kanye nemibandela yokukhokha enwetshiwe isetshenziswa emabhizinisini anezingozi eziphakeme zezezimali, kuzoletha ukulahlekelwa okukhulu, ngokungangabazeki kwengeze inhlamba ekulimaleni kwamabhizinisi kulokhu kwehla kwezimakethe.Futhi ngokuthunyelwa okunesaphulelo, awekho amandla emakethe amaningi wokuzamukela ezinyangeni ezisanda kwedlula.Amabhizinisi e-lithium iron phosphate kufanele agweme lokho okubizwa ngokuthi “isimo sokutshalwa kwezimali” imifelandawonye eqondile nevundlile, asheshise ukubuyiselwa kwemali eyimali, ehlise izindleko zokusebenza, futhi asinde ngokushelela ebusika;Ababukele emnyango kufanele bangene ngokuqapha.
Isikhathi sokuthumela: Mar-18-2024