Kev lag luam khoom siv electrode tsis zoo tab tom txais tos kev hloov pauv tshiab hauv kev lag luam.
Tau txais txiaj ntsig los ntawm kev loj hlob ntawm Tuam Tshoj qhov kev thov roj teeb fais fab lag luam, Tuam Tshoj cov khoom siv anode xa khoom thiab cov nqi tso tawm tau nce ntxiv hauv xyoo 2018, tsav tsheb kev loj hlob ntawm cov tuam txhab khoom siv anode.
Txawm li cas los xij, cuam tshuam los ntawm kev pab nyiaj, kev sib tw ua lag luam, cov nqi khoom siv raw nce thiab cov nqi khoom poob qis, kev ua lag luam ntawm cov ntaub ntawv anode tau nce ntxiv, thiab kev sib cais ntawm kev lag luam tau nkag mus rau theem tshiab.
Tam sim no, thaum kev lag luam nkag mus rau theem ntawm "txo tus nqi thiab nce qhov zoo", cov khoom siv graphite ntuj siab thiab cov khoom siv graphite dag tuaj yeem ua kom nrawm hloov cov khoom siv anode qis, uas ua rau kev sib tw ua lag luam ntawm kev txhim kho kev lag luam anode.
Los ntawm qhov pom ntawm kab rov tav, cov tuam txhab khoom siv hluav taws xob tsis zoo tam sim no lossis cov tuam txhab teev npe lossis IPO ywj pheej tab tom nrhiav kev txhawb nqa kom tau txais kev txhawb nqa peev, pab cov tuam txhab nthuav dav peev xwm tsim khoom thiab tsim cov khoom tshiab. Kev tsim cov tuam txhab anode me thiab nruab nrab uas tsis muaj qhov zoo sib tw hauv cov khoom zoo thiab thev naus laus zis nrog rau hauv cov neeg siv khoom yuav dhau los ua qhov nyuaj dua.
Los ntawm kev pom ntsug, txhawm rau txhim kho qhov zoo thiab txo cov nqi, cov tuam txhab khoom siv electrode tsis zoo tau nthuav dav lawv lub peev xwm tsim khoom thiab nthuav dav mus rau kev lag luam ua graphitization sab saud, txo cov nqi los ntawm kev nthuav dav peev xwm thiab kev txhim kho cov txheej txheem tsim khoom, thiab txhim kho lawv qhov kev sib tw ntxiv.
Tsis muaj qhov tsis ntseeg, kev sib koom ua ke thiab kev yuav khoom thiab kev sib koom ua ke ntawm cov peev txheej ntawm kev lag luam thiab kev nthuav dav ntawm kev lag luam ua cov graphitization uas tus kheej tsim yuav tsis muaj kev ntseeg siab txo cov neeg koom nrog hauv kev ua lag luam, ua kom nrawm tshem tawm cov neeg tsis muaj zog, thiab maj mam rhuav tshem cov qauv kev sib tw "peb loj thiab me" uas tsim los ntawm cov ntaub ntawv tsis zoo. Qhov kev sib tw ntawm kev ua lag luam yas anode.
Kev sib tw rau kev teeb tsa ntawm graphitization
Tam sim no, kev sib tw hauv kev lag luam anode hauv tsev tseem muaj zog heev. Muaj kev sib tw ntawm cov tuam txhab theem thawj zaug kom tau txoj haujlwm ua tus thawj coj. Kuj tseem muaj cov theem thib ob uas nquag nthuav lawv lub zog. Koj caum ib leeg kom txo qhov kev sib tw nrog cov tuam txhab thawj zaug. Qee qhov kev nyuaj siab ntawm cov neeg sib tw tshiab.
Tsav los ntawm kev xav tau ntawm kev ua lag luam rau cov roj teeb fais fab, qhov feem pua ntawm kev ua lag luam graphite dag tseem nce ntxiv kom muab kev xav tau rau kev nthuav dav ntawm lub peev xwm ntawm cov tuam txhab anode.
Txij li xyoo 2018, cov phiaj xwm peev txheej loj hauv tsev rau cov ntaub ntawv anode tau raug muab tso rau hauv kev ua haujlwm, thiab qhov ntsuas ntawm cov peev xwm tsim khoom ib tus zuj zus tau txog 50,000 tons lossis txawm tias 100,000 tons hauv ib xyoos, feem ntau yog raws li cov phiaj xwm graphite dag.
Ntawm lawv, cov tuam txhab theem thawj zaug ntxiv txhim kho lawv txoj haujlwm hauv kev ua lag luam thiab txo cov nqi los ntawm kev nthuav dav lawv lub peev xwm tsim khoom. Cov tuam txhab theem ob tab tom txav mus ze rau theem thawj zaug los ntawm kev nthuav dav peev xwm, tab sis tsis muaj kev txhawb nqa nyiaj txiag txaus thiab tsis muaj kev sib tw hauv cov khoom lag luam thiab cov thev naus laus zis tshiab.
Cov tuam txhab theem ib thiab theem ob, suav nrog Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, thiab Jiangxi Zhengtuo, nrog rau cov neeg tuaj tshiab, tau nthuav lawv lub peev xwm tsim khoom ua qhov chaw nkag los txhim kho lawv qhov kev sib tw. Lub hauv paus tsim peev xwm feem ntau yog nyob hauv Inner Mongolia lossis Northwest.
Kev ua graphitization suav txog li 50% ntawm tus nqi ntawm cov khoom siv anode, feem ntau yog nyob rau hauv daim ntawv ntawm subcontracting. Txhawm rau kom txo cov nqi tsim khoom ntxiv thiab txhim kho cov khoom lag luam tau txiaj ntsig, cov tuam txhab khoom siv anode tau tsim lawv tus kheej cov txheej txheem graphitization ua ib qho kev teeb tsa zoo los txhim kho lawv qhov kev sib tw.
Nyob rau hauv Inner Mongolia, nrog nws cov peev txheej nplua nuj thiab tus 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 lub Hoobkas graphite ntawm cov tuam txhab electrode tsis zoo. Xws li Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin Cov Khoom Tshiab, Guangrui Zog Tshiab, thiab lwm yam, txhua tus muaj peev xwm graphitization hauv Inner Mongolia.
Lub peev xwm tsim khoom tshiab yuav raug tso tawm txij li xyoo 2018. Nws xav tias lub peev xwm tsim khoom ntawm graphitization hauv Inner Mongolia yuav raug tso tawm hauv xyoo 2019, thiab tus nqi ua graphitization yuav poob rov qab.
Thaum Lub Yim Hli 3, lub hauv paus khoom siv anode lithium roj teeb loj tshaj plaws hauv ntiaj teb - Shanshan Technology qhov kev tsim khoom txhua xyoo ntawm 100,000 tons ntawm cov khoom siv anode Baotou integrated base project tau raug tso rau hauv kev ua haujlwm hauv Qingshan District, Baotou City.
Nws nkag siab tias Shanshan Technology muaj kev nqis peev txhua xyoo ntawm 3.8 billion yuan hauv 100,000-ton anode khoom siv sib xyaw ua ke rau cov ntaub ntawv anode. Tom qab qhov project tiav thiab muab tso rau hauv kev tsim khoom, nws tuaj yeem tsim 60,000 tons ntawm cov ntaub ntawv graphite anode thiab 40,000 tons ntawm cov ntaub ntawv carbon-coated graphite anode. Muaj peev xwm tsim khoom txhua xyoo ntawm 50,000 tons ntawm graphitization processing.
Raws li cov ntaub ntawv tshawb fawb los ntawm Lub Tsev Kawm Ntawv Qib Siab Kev Tshawb Fawb thiab Kev Txhim Kho ntawm Lithium Power Research (GGII), tag nrho cov khoom xa tuaj ntawm lithium roj teeb anode hauv Suav teb tau txog 192,000 tons hauv xyoo 2018, nce 31.2% txhua xyoo. Ntawm lawv, Shanshan Technology cov khoom xa tuaj anode tau qeb thib ob hauv kev lag luam, thiab cov khoom xa tuaj graphite dag tau qeb thib ib.
"Peb muaj 100,000 tons ntawm kev tsim khoom xyoo no. Los ntawm xyoo tom ntej thiab xyoo tom ntej, peb yuav nthuav dav peev xwm tsim khoom sai dua, thiab peb yuav nkag siab sai sai txog lub zog ntawm kev lag luam nrog qhov loj me thiab kev ua tau zoo ntawm tus nqi." Zheng Yonggang, Tus Thawj Coj ntawm Shanshan Holdings Pawg Thawj Coj tau hais.
Nws yog qhov tseeb tias Shanshan lub tswv yim yog los txo cov nqi tsim khoom los ntawm kev nthuav dav peev xwm, thiab yog li ntawd tswj hwm kev sib tham txog cov khoom, thiab tsim kom muaj kev cuam tshuam loj rau lwm lub tuam txhab khoom siv hluav taws xob tsis zoo, yog li txhim kho thiab sib sau ua ke nws cov feem ntawm kev ua lag luam. Yuav kom tsis txhob ua haujlwm tsis muaj zog, lwm lub tuam txhab hluav taws xob tsis zoo yuav tsum koom nrog pab pawg nthuav dav peev xwm, tab sis feem ntau ntawm lawv yog cov peev xwm tsim khoom qis.
Nws yog ib qho tsim nyog sau tseg tias txawm hais tias cov tuam txhab khoom siv anode tab tom nthuav lawv lub peev xwm tsim khoom, raws li qhov xav tau kev ua tau zoo ntawm cov khoom siv roj teeb fais fab txuas ntxiv mus, cov kev xav tau siab dua tau muab tso rau ntawm kev ua tau zoo ntawm cov khoom siv anode. Cov khoom siv graphite ntuj siab thiab cov khoom siv graphite dag ua kom nrawm hloov cov khoom siv anode qis, uas txhais tau tias ntau lub tuam txhab me thiab nruab nrab anode tsis tuaj yeem ua tau raws li qhov xav tau rau cov roj teeb siab.
Kev ua lag luam muaj kev sib sau ua ke ntxiv
Ib yam li kev lag luam roj teeb fais fab, qhov kev sib sau ua ke ntawm kev lag luam khoom siv anode tseem nce ntxiv, nrog rau ob peb lub tuam txhab loj nyob hauv kev lag luam loj.
Cov ntaub ntawv GGII qhia tau tias xyoo 2018, tag nrho cov khoom siv lithium roj teeb anode ntawm Tuam Tshoj tau xa mus 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.
Xyoo 2018, kev xa khoom ntawm TOP4 anode cov ntaub ntawv tshaj 25,000 tons, thiab feem ntawm kev ua lag luam ntawm TOP4 tag nrho yog 71%, nce 4 feem pua ntawm xyoo 2017, thiab kev xa khoom ntawm cov tuam txhab thiab cov tuam txhab loj tom qab qhov chaw thib tsib. Qhov sib txawv ntawm qhov ntim tau nthuav dav. Qhov laj thawj tseem ceeb yog tias tus qauv kev sib tw ntawm kev ua lag luam roj teeb fais fab tau dhau los ua qhov kev hloov pauv loj, ua rau muaj kev hloov pauv hauv tus qauv kev sib tw ntawm cov ntaub ntawv anode.
Cov ntaub ntawv GGII qhia tau tias tag nrho cov peev xwm teeb tsa ntawm Tuam Tshoj lub roj teeb fais fab hauv ib nrab xyoo 2019 yog li 30.01GWh, nce ntxiv 93% txhua xyoo. Ntawm lawv, tag nrho cov zog teeb tsa ntawm kaum lub tuam txhab roj teeb fais fab saum toj kawg nkaus yog li 26.38GWh, suav txog li 88% ntawm tag nrho.
Ntawm kaum lub tuam txhab roj teeb fais fab saum toj kawg nkaus hauv cov nqe lus ntawm tag nrho cov hwj chim ntsia, tsuas yog Ningde era, BYD, Guoxuan Hi-Tech, thiab Lishen roj teeb yog cov kaum sab saum toj, thiab qhov kev ntaus nqi ntawm lwm lub tuam txhab roj teeb hloov pauv txhua hli.
Cuam tshuam los ntawm kev hloov pauv hauv kev lag luam roj teeb fais fab, kev sib tw ua lag luam rau cov ntaub ntawv anode kuj tau hloov pauv raws li. Ntawm lawv, Shanshan Technology, Jiangxi Zijing thiab Dongguan Kaijin feem ntau yog ua los ntawm cov khoom siv graphite cuav. Lawv raug tsav los ntawm ib pawg neeg siv khoom zoo xws li Ningde Times, BYD, Yiwei Lithium Energy thiab Lishen Battery. Cov khoom xa tuaj tau nce ntxiv thiab feem ntawm kev ua lag luam tau nce ntxiv.
Qee lub tuam txhab tsim cov khoom siv electrode tsis zoo tau ntsib kev poob qis ntawm lub peev xwm teeb tsa ntawm lub tuam txhab cov khoom siv roj teeb tsis zoo hauv xyoo 2018.
Los ntawm kev sib tw tam sim no hauv kev lag luam roj teeb fais fab, kev lag luam ntawm kaum lub tuam txhab roj teeb sab saum toj yog siab txog ze li ntawm 90%, uas txhais tau tias cov cib fim ua lag luam ntawm lwm lub tuam txhab roj teeb tau dhau los ua ntau dua thiab ntau dua, thiab tom qab ntawd xa mus rau thaj chaw anode upstream, ua rau ib pawg ntawm cov lag luam me thiab nruab nrab anode ntsib kev nyuaj siab loj.
GGII ntseeg tias nyob rau hauv peb xyoos tom ntej no, kev sib tw hauv kev lag luam khoom siv anode yuav nce ntxiv, thiab lub peev xwm rov ua dua qis dua yuav raug tshem tawm. Cov lag luam nrog cov thev naus laus zis tseem ceeb thiab cov neeg siv khoom zoo yuav muaj peev xwm ua tiav kev loj hlob tseem ceeb.
Qhov kev sib sau ua lag luam yuav raug txhim kho ntxiv. Rau cov lag luam anode khoom siv kab thib ob thiab thib peb, qhov kev ua haujlwm siab yuav nce ntxiv, thiab nws yuav tsum npaj txoj kev ua ntej.
Lub sijhawm tshaj tawm: Lub Kaum Hli-09-2019