Kei te manaaki te umanga rauemi hiko kino i tētahi huringa hou o te mākete.
I te pikinga ake o te tono mō ngā pākahiko hiko o Haina, i piki ake ngā tuku rauemi anode me te uara putanga mai i Haina i te tau 2018, ā, koinei te mea i akiaki i te tipu o ngā kamupene rauemi anode.
Heoi, nā te pānga o ngā tautoko, te whakataetae mākete, te pikinga o ngā utu rauemi mata me te hekenga o ngā utu hua, kua piki ake te kukū o ngā rauemi anode ki te mākete, ā, kua uru te wehewehenga o te umanga ki tētahi wāhanga hou.
I tēnei wā, i te mea ka uru te umanga ki te wāhanga o te "whakaiti i te utu me te whakanui ake i te kounga", ka taea e ngā hua karāhe taiao me ngā hua karāhe horihori teitei te whakatere i te whakakapinga o ngā rauemi anode iti-mutunga, ka piki ake te whakataetae mākete o te umanga rauemi anode.
Mai i te tirohanga whakapae, ko ngā kamupene rauemi hiko kino o nāianei, ko ngā kamupene kua rārangihia, ko ngā IPO motuhake rānei, kei te rapu tautoko hei whiwhi tautoko pūtea, hei āwhina i ngā kamupene ki te whakawhānui i te kaha whakaputa me te whakawhanake i ngā hua hou. Ka uaua haere te whakawhanake i ngā kamupene anode iti me te rahi kāore i te whai painga whakataetae i roto i te kounga hua me te hangarau me te turanga kiritaki.
Mai i te tirohanga poutū, hei whakapai ake i te kounga me te whakaiti i ngā utu, kua whakawhānui ake ngā kamupene rauemi hiko kino i tō rātou kaha whakaputa me te toro atu ki te umanga tukatuka whakairoiro o runga, me te whakaiti i ngā utu mā te whakawhānui i te kaha me te whakarei ake i ngā tukanga hanga, me te whakarei ake i tō rātou whakataetae.
Kāore e kore, ko ngā hanumitanga me ngā hoko me te whakaurunga rauemi i waenga i ngā ahumahi me te whakawhānui ake i te ahumahi tukatuka whakairoiro-ake ka whakaiti i ngā kaiuru mākete, ka tere ake te whakakore i ngā ngoikore, ā, ka āta whakangaromia ngā tauira whakataetae "e toru ngā mea nui me ngā mea iti" i hangaia e ngā rauemi kino. Ko te whakatauranga whakataetae o te mākete anode kirihou.
Te whakataetae mō te tahora o te whakairoiro
I tēnei wā, kei te tino kaha tonu te whakataetae i roto i te umanga rauemi anode o te motu. He whakataetae kei waenganui i ngā kamupene taumata tuatahi ki te hopu i te tūranga ārahi. Kei reira anō hoki ngā taumata tuarua e kaha ana ki te whakawhānui i ō rātou kaha. Kei te whaiwhai tetahi i tetahi ki te whakawhāiti i te whakataetae ki ngā umanga raina tuatahi. Ko ētahi o ngā pēhanga pea o ngā kaiwhakataetae hou.
Nā te hiahia o te mākete mō ngā pākahiko hiko, kei te piki haere tonu te ōwehenga o te mākete karāpeti horihori hei whakarato i te hiahia mō te whakawhānui ake i te kaha o ngā umanga anode.
Mai i te tau 2018, kua whakatinanahia ngā kaupapa haumitanga nui ā-rohe mō ngā rauemi anode, ā, kua eke te tauine o te kaha whakaputa takitahi ki te 50,000 tana, tae atu ki te 100,000 tana rānei ia tau, ko te nuinga i ahu mai i ngā kaupapa karāhe horihori.
I roto i a rātou, ko ngā kamupene taumata tuatahi kei te whakaū ake i tō rātou tūranga mākete me te whakaiti i ngā utu mā te whakawhānui ake i tō rātou kaha whakaputa. Ko ngā kamupene taumata tuarua kei te neke tata atu ki te taumata tuatahi mā te whakawhānui ake i te kaha, engari kāore i te rawaka te tautoko pūtea me te kore whakataetae i roto i ngā hua me ngā hangarau hou.
Kua whakawhānui ake ngā kamupene taumata tuatahi me te tuarua, tae atu ki a Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, me Jiangxi Zhengtuo, tae atu ki ngā kamupene hou, i ō rātou kaha whakaputa hei wāhi whakauru hei whakarei ake i tō rātou whakataetae. Ko te nuinga o te turanga whakapakari kaha kei roto i a Mongolia o Roto, i te Tai Hauāuru rānei.
E 50% o te utu o te rauemi anode te whakakāwhata, ā, ko te tikanga he kirimana mahi. Hei whakaiti i ngā utu hanga me te whakapai ake i te hua o te hua, kua hangaia e ngā kamupene rauemi anode ā rātou ake tukatuka whakakāwhata hei whakatakotoranga rautaki hei whakarei ake i tō rātou whakataetae.
I roto o Mongolia, me ōna rauemi maha me te utu hiko iti o te 0.36 yuan / KWh (iti rawa ki te 0.26 yuan / KWh), kua noho koia te wāhi whiriwhiri mō te tipu karāpiti o te umanga hiko kino. Tae atu ki a Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin New Materials, Guangrui New Energy, me ētahi atu, kei a rātou katoa te kaha ki te karāpiti i roto i Mongolia.
Ka tukuna te kaha whakaputa hou mai i te tau 2018. E matapaetia ana ka tukuna te kaha whakaputa o te whakakāwhata i roto o Mongolia i te tau 2019, ā, ka heke te utu tukatuka whakakāwhata.
I te 3 o Ākuhata, i whakatinanahia te kaupapa turanga whakauru Baotou a Shanshan Technology mō te hanga rauemi anode pākahiko lithium nui rawa atu o te ao i te Rohe o Qingshan, i te Tāone o Baotou.
E mārama ana ko te haumi ā-tau a Shanshan Technology he 3.8 piriona yuan ki te turanga whakauru rauemi anode 100,000-tana mō ngā rauemi anode. Kia oti te kaupapa me te whakauru ki te mahi, ka taea e ia te whakaputa i te 60,000 tana o ngā rauemi anode graphite me te 40,000 tana o ngā rauemi anode graphite pania waro. Ko te kaha whakaputa ā-tau he 50,000 tana o te tukatuka graphitization.
E ai ki ngā raraunga rangahau mai i te Institute of Advanced Research and Development of Lithium Power Research (GGII), ko te tapeke o ngā rauemi anode pākahiko lithium i Haina i eke ki te 192,000 tana i te tau 2018, he pikinga tau-ki-te-tau o te 31.2%. I roto i ēnei, ko ngā tuku rauemi anode a Shanshan Technology i tuarua i te umanga, ā, ko ngā tuku graphite horihori i tuatahi.
"E 100,000 tāne tā mātou whakaputanga i tēnei tau. Hei te tau e tū mai nei me te tau e whai ake nei, ka tere ake te whakawhānui ake i te kaha whakaputa, ā, ka tere tonu tā mātou hopu i te mana utu o te umanga me te tauine me te mahi utu." Te kī a Zheng Yonggang, Tiamana o te Poari Kaiwhakahaere o Shanshan Holdings.
Ko te rautaki a Shanshan he whakaiti i ngā utu whakaputa mā te whakawhānui i te kaha, kia kaha ai te whiriwhiri i ngā hua, kia kaha ai te pānga ki te mākete o ētahi atu kamupene rauemi hiko kino, kia pai ake ai te whakanui me te whakakotahi i tana wāhanga mākete. Kia kore ai e noho mangere, me uru atu ngā kamupene hiko kino kē atu ki te tīma whakawhānui kaha, engari ko te nuinga o rātou he iti te kaha whakaputa.
He mea tika kia mōhiotia ahakoa kei te whakawhānui ake ngā kamupene rauemi anode i tā rātou kaha whakaputa, i te mea kei te piki haere tonu ngā whakaritenga mahi mō ngā hua pākahiko hiko, he nui ake ngā whakaritenga e whakatakotoria ana mō te mahi hua o ngā rauemi anode. Ka tere ake te whakakapinga o ngā rauemi anode iti-mutunga nā ngā hua karāhe taiao me ngā hua karāhe horihori, ā, ko te tikanga he maha ngā umanga anode iti me te rahi-rahi kāore e taea te whakatutuki i te hiahia mō ngā pākahiko teitei.
Ka whakanuia ake te kukū o te mākete
Pērā i te mākete pākahiko hiko, kei te piki haere tonu te kukū o te mākete rauemi anode, me te noho a ētahi kamupene matua i tētahi wāhanga nui o te mākete.
E whakaatu ana ngā tatauranga GGII i te tau 2018, ko te tapeke o ngā rauemi anode pākahiko lithium a Haina i eke ki te 192,000 tana, he pikinga 31.2%.
I roto ia ratou, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji me etahi atu kamupene rauemi kino i mua i te tukunga tekau.
I te tau 2018, neke atu i te 25,000 tana te nui o ngā rauemi anode TOP4 i tukuna, ā, ko te katoa o te wāhanga mākete o TOP4 i eke ki te 71%, he pikinga ake i te 4 ōrau mai i te tau 2017, ā, ko te tukunga o ngā hinonga me ngā kamupene matua i muri i te tūranga tuarima. Kei te whānui haere te āputa rahinga. Ko te take matua he nui ngā huringa o te tauira whakataetae o te mākete pākahiko hiko, ā, kua puta he huringa o te tauira whakataetae o ngā rauemi anode.
E whakaatu ana ngā tatauranga GGII ko te katoa o te kaha tāuta o te pākahiko hiko o Haina i te haurua tuatahi o te tau 2019 he tata ki te 30.01GWh, he pikinga tau-ki-te-tau o te 93%. I roto i ēnei, ko te katoa o te kaha tāuta o ngā kamupene pākahiko hiko tekau o runga he tata ki te 26.38GWh, e 88% o te katoa.
I roto i ngā kamupene pākahiko hiko tekau o runga rawa atu mō te mana katoa kua tāutahia, ko ngā pākahiko o te wā o Ningde, BYD, Guoxuan Hi-Tech, me Lishen anake kei roto i ngā tekau o runga rawa atu, ā, kei te piki haere te maha o ngā kamupene pākahiko i ia marama.
Nā te pānga o ngā panonitanga o te mākete pākahiko hiko, kua rerekē anō hoki te whakataetae mākete mō ngā rauemi anode. I roto i a rātou, ko Shanshan Technology, Jiangxi Zijing me Dongguan Kaijin te nuinga o ngā hua karāhe horihori he mea hanga. Ko te hunga e ārahi ana i a rātou he rōpū kiritaki kounga teitei pērā i a Ningde Times, BYD, Yiwei Lithium Energy me Lishen Battery. I tino piki ake ngā tuku me te piki ake o te wahanga mākete.
I pāngia ētahi o ngā kamupene rauemi hiko kino e te hekenga nui o te kaha tāuta o ngā hua pākahiko kino a te kamupene i te tau 2018.
Mai i te whakataetae o nāianei i roto i te mākete pākahiko hiko, ko te mākete o ngā kamupene pākahiko tekau o runga e tata ana ki te 90% te teitei, ko te tikanga kei te piki haere te maha o ngā whai wāhitanga mākete o ētahi atu kamupene pākahiko, ā, ka tukuna ki te mara rauemi anode o runga, ka tūtaki te rōpū o ngā umanga anode iti me te rahi ki te pēhanga ora nui.
E whakapono ana a GGII, i roto i ngā tau e toru e whai ake nei, ka kaha ake te whakataetae i roto i te mākete rauemi anode, ā, ka whakakorea te kaha iti-mutunga e whakamahia ana. Ka taea e ngā umanga whai hangarau matua me ngā hongere kiritaki whai hua te whakatutuki i te tipu nui.
Ka whakapai ake anō te kukū o te mākete. Mō ngā umanga rauemi anode raina tuarua me tuatoru, kāore e kore ka piki ake te pēhanga whakahaere, ā, me whakamahere te huarahi ki mua.
Wā tuku: Oketopa-09-2019