Los ntawm cov npe ntev ntawm cov khoom siv roj teeb lithium kom pom" tsaus ntuj" ntawm cov tuam txhab roj teeb
Lub peev xwm tsim khoom uas cov ntaub ntawv tseem ceeb tuaj yeem tso tawm hauv lub sijhawm luv luv yog li me me. Leej twg tuaj yeem tau txais cov ntaub ntawv raw tau hais ntau hauv cov tuam txhab tsheb.
Txhawm rau kom ntseeg tau tias kev tsim khoom ruaj khov ntawm cov roj teeb hluav taws xob, kev sib tw tsis ntev los no ntawm cov tuam txhab roj teeb hauv hav dej tuaj yeem hais tau tias yog nce zuj zus. Qhov tseeb, nws tau nthuav dav ua ntej hauv kev ua lag luam uas nyob rau hauv lub ntsej muag ntawm kev xav tau nrawm, qee lub tuam txhab roj teeb lub taub hau tau siv" yuav khoom" ntawm cov kab tsim khoom ntawm lithium iron phosphate, lithium hexafluorophosphate, thiab siab npib tsib xee cathodes ntawm cov tuam txhab cov khoom siv raw khoom txhawm rau ua kom tau raws li lawv tus kheej cov kev xav tau roj teeb." Tus qauv ua rau nws nyuaj rau lwm lub tuam txhab roj teeb kom tau txais cov khoom.
Qhov tseeb, txiav txim los ntawm kev hloov pauv nrawm ntawm thoob ntiaj teb kev siv hluav taws xob tsheb, kev thov rau lub roj teeb hluav taws xob yuav raug tso tawm sai sai hauv ob peb xyoos tom ntej no. Nws tuaj yeem hais tau tias nyob rau ib xyoos txog rau ob xyoos lossis ntev dua, cov khoom lag luam tuaj yeem tau txais los ntawm cov tuam txhab roj teeb feem ntau txiav txim siab pes tsawg lub roj teeb xa tuaj txhais tau tias yuav faib cov lag luam ntau npaum li cas.
Nyob rau hauv rooj plaub uas qee qhov muaj peev xwm tsim tau thiab luv-sijhawm pom tau yog&& quot; yuav&& quot;, lwm lub tuam txhab roj teeb ntau tab tom sim lawv qhov zoo tshaj plaws txhawm rau txhav tas lub peev xwm, thiab lawv tau kos npe ntev- lub sij hawm txiav txim
01 Kev kos npe rau qhov kev txiav txim mus sij hawm ntev rau lithium hexafluorophosphate
Txij thaum pib xyoo no, cov khoom siv roj teeb lithium uas nrov tshaj plaws yuav tsum yog lithium hexafluorophosphate. Tus nqi tau nce zuj zus thiab ib zaug sawv ntawm qhov siab ntawm 400,000 yuan/tuj, ua rau kev ua haujlwm ntawm cov tuam txhab cuam tshuam nce ntxiv. Kang thiab al.' kev ua tau zoo hauv thawj ib nrab ntawm lub xyoo txhua qhov tau nce nrawm.
Nws tsim nyog sau cia tias lithium hexafluorophosphate, uas yog cov khoom siv tseem ceeb ntawm cov electrolyte, muaj cov teeb meem siab rau nkag mus thiab lub sijhawm nthuav dav ntev. Txawm hais tias ntau lub tuam txhab muaj cov phiaj xwm nthuav dav loj, cov peev txheej tsim khoom tseem raug txwv nyob rau lub sijhawm luv lossis txawm tias nyob rau ib xyoos txog rau ob xyoos tom ntej." yog. Cov ntaub ntawv kev lag luam qhia pom tias cov khoom siv thiab xav tau sib txawv ntawm lithium hexafluorophosphate xyoo no yuav tsum yog 6,000 tons. Xyoo tom ntej, qhov sib txawv yuav nthuav mus rau 17,000 tons. Xyoo 2023, qhov sib txawv yuav tsum yog 35,000 tons, thiab qhov sib txawv hauv 2024 yuav tshaj 60,000 tons.
Txij li lub hlis no, cov roj teeb thiab cov tshuab hluav taws xob suav nrog BYD, Funeng Technology, thiab Jiangsu Cathay Pacific tau pib nqis tes ua cov khoom siv raw ntawm lithium hexafluorophosphate hauv ob peb xyoos tom ntej no.
Cov tuam txhab roj teeb thiab tsheb tau tus kheej tau pib tuav cov khoom tseem ceeb ntawm cov roj ntsha. Ntawm lawv, BYD' 3 xaj xaj tau txog 25,600 tons, thiab qhov kev thov nyob rau ib xyoos thiab ib nrab xyoo yuav mus txog 14,500 tons.
Raws li kev lag luam' tus txheej txheem dav dav ntawm 125 tons ntawm lithium hexafluorophosphate rau 1GWh, BYD' lub roj teeb tso tawm yuav tsum yog tsawg kawg 115GWh ua ntej xaus xyoo 2022.
Raws li kev txheeb cais, lub peev xwm roj teeb ntawm BYD (Fudi Battery) uas tau tsim, tab tom tsim, thiab npaj hauv 9 lub nroog thoob plaws lub tebchaws tau nyob ib puag ncig 200GWh, thiab cov peev txheej roj teeb no xav kom ua kom tiav ua ntej 2023. Pom tseeb, cov tuam txhab roj teeb xws li BYD (Fudi Battery) thiab Funeng Technology tau tus kheej tawm ntawm kev ua lag luam txhawm rau cheb cov khoom lag luam kom loj dua txhawm rau npaj ua ntej thiab kaw qhov kev txiav txim mus sij hawm ntev ua ntej kom tsis txhob cuam tshuam cov roj teeb tawm vim tsis txaus muab cov khoom siv raw.
02 Muaj zog xav tau rau npib tsib xee siab, cov tuam txhab ua lag luam nquag nrhiav cov khoom lag luam ruaj khov
Ib yam li ntawd, xauv-hauv cov ntaub ntawv raw kuj tshwm sim hauv cov khoom siv npib tsib xee siab.
Txij li thaum pib xyoo no, txawm hais tias lithium iron phosphate tau nrov heev, nickel siab tau ua tiav zoo ib yam.
Raws li cov ntaub ntawv, hauv thawj ib nrab ntawm lub xyoo no, cov khoom tsim tawm ntawm cov khoom siv ternary cathode hauv Suav lag luam yog kwv yees li 172,500 tons, uas yog ib xyoo-rau-xyoo nce ntawm 165.38% los ntawm 65,000 tons hauv tib lub sijhawm xyoo tas los. Raws li cov ntaub ntawv tshwj xeeb, qhov tso tawm ntawm NCM523, NCM622, thiab NCM811 (npib tsib xee siab) hauv thawj ib nrab xyoo no yog 81,500 tons, 21,800 tons thiab 61,600 tons, feem. Ntawm lawv, cov khoom siv ntawm npib tsib xee siab tau suav txog li 35.71%, thiab kev loj hlob ntawm xyoo-rau-xyoo yog siab li 362.54%. Nyob rau tib lub sijhawm, kev faib ua feem ntawm NCM523 tau poob los ntawm 54.91% xyoo tas los mus rau 47.28% hauv thawj ib nrab ntawm lub xyoo no, thiab kev loj hlob tau qis dua li cov khoom siv npib tsib xee siab.
Tom qab qhov nce nrawm ntawm cov khoom siv npib tsib xee siab yog qhov xav tau muaj zog rau cov roj teeb ua tau zoo hauv kev lag luam txawv teb chaws.
Raws li thoob ntiaj teb OEMs xws li Volkswagen, BMW, Daimler, Hyundai, GM, Ford, PSA thiab lwm yam OEMs thoob ntiaj teb ua kom lawv hloov mus rau kev siv hluav taws xob, cov tuam txhab tsheb thoob ntiaj teb tseem ceeb tshaj li cov roj teeb npib tsib xee hauv cov txheej txheem ntawm cov tsheb loj , suav nrog CATL, Cov zis thiab xa tawm cov roj teeb nickel siab los ntawm cov tuam txhab roj teeb xws li LG Lub Zog Tshiab, Panasonic Roj Teeb, thiab Funeng Technology tau nce tag nrho sai.
Qhov tseeb, cov ntaub ntawv nickel cathode siab kuj tau dhau los ua" tsis muaj" lossis txawm tias" yuav" tiam sis
Raws li Roj Teeb Tuam Tshoj, hauv thawj ib nrab ntawm lub xyoo no, cov tuam txhab tsim khoom ntawm npib tsib xee siab suav nrog Tianjin Bamo, Rongbai Technology, Beiterui, Guangdong Bangpu, Changyuan Lithium, Guizhou Zhenhua, Dangsheng Technology thiab lwm lub tuam txhab. Ntawm lawv, tsuas yog Tianjin Bamo thiab Rongbai Technology muaj qhov tso zis ntau dua 10,000 tons.
Raws li qhov xav tau muaj zog rau cov roj teeb npib tsib xee siab hauv kev lag luam thoob ntiaj teb, cov khoom siv nickel siab hauv tsev kuj tseem muaj qhov tsis txaus. Lub peev xwm tsim khoom ntawm qee lub tuam txhab cov khoom siv npib tsib xee siab tam sim no tuaj yeem ua tau raws li qhov xav tau ntawm qee tus neeg siv khoom.
Tsis tas li ntawm kev txhawj xeeb txog kev ntxhov siab ntawm cov khoom siv npib tsib xee siab nyob rau ob peb xyoos tom ntej no, Funeng Technology tau nqis peev ntau rau xauv rau kev txiav txim mus sij hawm ntev.
Thaum Lub Xya Hli 26, Rongbai Technology tau tshaj tawm hais tias lub tuam txhab tau txais kev xaj xaj mus sij hawm ntev rau cov khoom siv nickel ternary cathode siab los ntawm cov neeg siv khoom hauv qab Funeng Technology, thiab tsis ntev los no tau kos npe rau daim ntawv cog lus yuav khoom siv cathode. Raws li kev pom zoo, Funeng Technology yuav yuav 5,505 tons thiab 30,953 tons ntawm cov khoom siv nickel ternary cathode siab los ntawm Rongbai Technology hauv ib nrab ntawm xyoo 2021 thiab tag nrho xyoo 2022.
Yog tias kwv yees raws li tus nqi tam sim no ntawm cov khoom siv npib tsib xee siab, kwv yees tus nqi ntawm ob qhov kev xaj khoom loj yog ze rau 8 billion yuan.
Nws tsim nyog sau cia tias txhawm rau txhawm rau ua kom tiav kev ua tiav ntawm qhov kev txiav txim mus sij hawm ntev, ob tog kuj tau hais meej lub luag haujlwm rau kev ua txhaum daim ntawv cog lus:
Yog tias Funeng Technology' qhov kev yuav khoom txhua xyoo tsis ua tiav 80% ntawm qhov kwv yees kwv yees, nws yuav them nyiaj rau Rongbai Technology hauv qee qhov kev faib ua feem ntawm tus nqi yuav khoom sib xws ntawm qhov tsis ua tiav (80% ntawm kev kwv yees kwv yees txhua xyoo rho tawm. qhov yuav khoom).
Rongbai Technology cog lus tias yuav lees paub qhov xav tau los ntawm Fu Energy Technology hauv kev pom zoo. Yog tias 80% ntawm kev kwv yees txhua xyoo tsis ua tiav, nws yuav ua raws qhov ua tsis tiav (80% ntawm kev kwv yees txhua xyoo rho tawm cov khoom xa tuaj) sib xws rau qee feem ntawm kev them nyiaj rau Funeng Technology.
Cov ntaub ntawv qhia tias nyob rau thawj ib nrab xyoo no, cov khoom siv ntawm Rongbai Technology' cov khoom siv npib tsib xee siab yog txog 18,100 tons. Txiav txim los ntawm qhov ntsuas ntawm cov khoom siv npib tsib xee siab uas tau raug xauv, nws twb tau nyob tam sim no Rongbai Technology' muaj peev xwm ntau lawm.
Hais txog qhov kev txiav txim mus sij hawm ntev, Funeng Technology tau hais meej meej tias cov khoom siv cathode yog cov khoom siv tseem ceeb ntawm lub tuam txhab' cov khoom." Kev siv daim ntawv cog lus txo qis kev cuam tshuam tsis zoo ntawm kev hloov pauv hauv kev muab thiab xav tau ntawm cov khoom siv raw ntawm lub tuam txhab thiab ua kom lub tuam txhab' kev muab cov khoom lag luam zoo."
Ib tus neeg sab hauv kev lag luam tseem tau hais rau Roj Teeb Tuam Tshoj tias Funeng Technology tau kos npe rau kev xaj khoom loj nrog Rongbai Technology txhawm rau kaw ib feem ntawm cov khoom siv npib tsib xee siab. Tam sim no, lub peev xwm ntau ntawm npib tsib xee peev hauv lub hauv paus tau faib los ntawm ntau lub tuam txhab roj teeb sab hauv thiab txawv teb chaws thiab cov tuam txhab tsheb.
Thiab tom qab Funeng Technology' kaw hauv qhov kev txiav txim loj ntawm cov khoom siv npib tsib xee siab yog tias nws tau nkag mus Daimler' cov neeg caij tsheb npav siab kawg thiab muab NCM811 cov khoom siv roj teeb rau Daimler hauv cov khoom lag luam.
Qhov xwm txheej, Yiwei Lithium Energy kuj tau ua qhov txheej txheem loj ntawm cov khoom siv npib tsib xee siab xyoo no. Thaum lub Tsib Hlis xyoo no, Yiwei Lithium Energy tsim kev sib koom ua lag luam nrog Beiterui thiab SKI. Lub tuam txhab sib koom ua ke yuav npaj tsim 50,000 tons ntawm cov khoom siv nickel ternary siab hauv ib xyoos, vam tias yuav ua tiav tus kheej txaus hauv qee cov khoom siv nickel.
Yiwei Lithium Energy tau hais tias tsim kom muaj kev sib koom ua lag luam nrog Beiterui thiab SKI lub hom phiaj los xyuas kom muaj peev xwm tsim khoom thiab ua tau zoo ntawm cov khoom siv nickel ternary cathode siab rau lithium roj teeb ntawm kev sib koom ua ke los ntawm kev sib txuas qhov zoo ntawm kev tshawb fawb thev naus laus zis, kev txhim kho kev lag luam , thiab kev tswj hwm kev ua haujlwm ntawm txhua tog neeg.
Raws li tus kws sau ntawv, nyob rau ob peb xyoos tom ntej no, tau tsav los ntawm cov tuam txhab tsheb loj hauv ntiaj teb thiab hloov pauv thev naus laus zis sai, qhov kev thov rau cov roj teeb npib tsib xee siab yuav txuas ntxiv mus, thiab qhov xav tau sib xws rau cov khoom siv cathode kuj tseem yuav tawg ib yam, pib los ntawm cov ntaub ntawv ruaj khov. Los ntawm kev xa khoom pom, nws cia siab tias qhov tshwm sim ntawm" khi" kev txiav txim ntev ntawm cov ntaub ntawv cuam tshuam yuav dhau los ntau dua yav tom ntej.
