Kuongororwa kweMisika yepakati nepasi muChina Yakazara Zvikuru Lithium Battery Industry Chain muna 2019

Bhatiri reLithium imhando yebhatiri rinoshandisa simbi yeLithium kana lithium alloy sechinhu chisina simba uye mhinduro ye electrolyte isina mvura. Mabhatiri eLithium anonyanya kushandiswa muzvigadzirwa zvedhijitari mumunda wekare, uye anonyanya kushandiswa mumunda wemabhatiri emagetsi uye kuchengetedza simba muminda iri kubuda.
China ine zviwanikwa zvakawanda zve lithium uye cheni yakazara yeindasitiri yemabhatiri e lithium, pamwe nehwaro hukuru hwematarenda, zvichiita kuti China ive nzvimbo inokwezva zvikuru mukusimudzira mabhatiri e lithium nezvinhu, uye yave iyo yakakura kwazvo pasi rose ye lithium. Zvinhu zvebhatiri uye hwaro hwekugadzira mabhatiri. Chikamu chepamusoro checheni yeindasitiri yemabhatiri e lithium chinosanganisira cobalt, manganese, nickel ore, lithium ore, uye graphite ore. Mucheni yeindasitiri yekugadzira mabhatiri e lithium, chikamu chikuru chebheteri ndiyo bhatiri. Mushure mekunge bhatiri raiswa, waya yekubatanidza nePVC film zvinosanganiswa kuti zvigadzire module yebhatiri, uye ipapo waya yekubatanidza nebhodhi reBMS circuit zvinowedzerwa kuti zvigadzire chigadzirwa chebhatiri remagetsi.

微信图片_20190920153136

 

Kuongororwa kwepamusoro kwecheni yeindasitiri
Chikamu chepamusoro chebhatiri re lithium ndechekuchera nekugadzirisa zviwanikwa zvemidziyo, kunyanya zviwanikwa zve lithium, zviwanikwa zve cobalt ne graphite. Kushandiswa kwezvinhu zvitatu zvemagetsi mumotokari dzemagetsi: lithium carbonate, cobalt ne graphite. Zvinonzwisisika kuti matura epasi rose e lithium akapfuma kwazvo, uye pari zvino 60% yezviwanikwa zve lithium hazvina kuongororwa uye kugadzirwa, asi kupararira kwemigodhi ye lithium kwakawanda, kunowanikwa munzvimbo ye "lithium triangle" yeSouth America, Australia neChina.
Parizvino, matura ekuchera pasi rose anosvika mamiriyoni manomwe ematani, uye kugoverwa kwacho kwakawanda. Matura eCongo (DRC), Australia neCuba anotora 70% yematura epasi rose, kunyanya matura eCongo emamiriyoni matatu nemana ematani, achitora anopfuura 50% yepasi rose.

Kuongororwa kwepakati peindasitiri yebhatiri re lithium
Pakati pecheni yebhatiri re lithium zvinosanganisira zvinhu zvakasiyana-siyana zvakanaka nezvakaipa, pamwe chete nema electrolytes, ma tabs, diaphragms nemabhatiri.
Pakati pazvo, lithium battery electrolyte inotakura maion e lithium mubhatiri re lithium ion, uye inoita basa rakakosha mukushanda nekuchengetedzeka kwebhatiri re lithium. Nheyo yekushanda kwebhatiri re lithium-ion zvakare inzira yekuchaja nekuburitsa, kureva kuti, lithium ion inovharirwa pakati pema electrodes akanaka neakaipa, uye electrolyte ndiyo nzira yekuyerera kwe lithium ion. Basa guru re diaphragm nderekuparadzanisa ma electrodes akanaka neakaipa ebhatiri, kudzivirira matanda maviri kuti asabatane uye kupfupika kwemhepo, uye zvakare kuve nebasa rekupfuudza maion e electrolyte.

Kuongororwa kwechikamu cheindasitiri yebhatiri re lithium pasi
Muna 2018, kuburitswa kwemusika wemabhatiri e lithium-ion muChina kwakawedzera ne26.71% gore negore kusvika pa102.00GWh. Kugadzirwa kweChina pasi rose kwakasvika 54.03%, uye kwave kambani inogadzira mabhatiri e lithium-ion akawanda pasi rose. Makambani anomiririra mabhatiri e lithium ndeaya: Ningde era, BYD, Waterma, Guoxuan Hi-Tech nezvimwewo.

Kubva pamusika wekushandisa mabhatiri e lithium-ion muChina, bhatiri remagetsi muna 2018 rakatungamirwa nekukura nekukurumidza kweindasitiri itsva yemotokari dzemagetsi. Kubuda kwacho kwakawedzera ne46.07% gore negore kusvika pa65GWh, iyo yakava chikamu chikuru; musika wemabhatiri edhijitari e3C muna 2018 Kukura kwacho kwakadzikama, uye kubuda kwacho kwakadzikira ne2.15% gore negore kusvika pa31.8GWh, uye mwero wekukura wakadzikira. Zvisinei, munda wemabhatiri edhijitari wepamusoro unomiririrwa nemabhatiri anochinjika, mabhatiri edhijitari epamusoro uye mapaketi edhijitari epamusoro anoshandiswa pamidziyo inopfekwa, madrone, uye huchenjeri hwepamusoro. Ichitungamirwa nezvikamu zvemusika zvakaita semafoni, yave chikamu chekukura kwakanyanya chemusika wemabhatiri edhijitari e3C; muna 2018, mabhatiri eChina ekuchengetedza simba e lithium-ion akawedzera zvishoma ne48.57% kusvika pa5.2GWh.

Bhatiri reMagetsi
Mumakore achangopfuura, bhatiri remagetsi reChina re lithium-ion rakawedzera nekukurumidza, kunyanya nekuda kwerutsigiro rwakasimba rwemitemo yenyika yeindasitiri yemotokari itsva dzesimba. Muna 2018, kubuda kwemotokari itsva dzesimba muChina kwakawedzera ne50.62% gore negore kusvika kumayuniti 1.22 miriyoni, uye kubuda kwacho kwakawedzera ka14.66 kupfuura kwa2014. Nekuda kwekuvandudzwa kwemusika wemotokari itsva dzesimba, musika wemabhatiri esimba muChina wakaramba uchikura nekukurumidza muna 2017-2018. Zvichienderana nehuwandu hwekutsvaga, kubuda kwemusika wemabhatiri esimba muChina muna 2018 kwakawedzera ne46.07% gore negore kusvika pa65GWh.

Nekuiswa kwepamutemo kwehurongwa hutsva hwemapoinzi emagetsi, makambani emotokari dzemafuta echinyakare achawedzera kurongeka kwemotokari itsva dzemagetsi, uye makambani ekunze akadai seVolkswagen neDaimler achabatana kuvaka mota itsva dzemagetsi muChina. Kudiwa kwemusika wemabhatiri emagetsi muChina kuchave kuripo Kuchengetedza maitiro ekukura nekukurumidza, zvinotarisirwa kuti CAGR yekugadzirwa kwemabhatiri emagetsi ichasvika 56.32% mumakore maviri anotevera, uye simba remabhatiri richapfuura 158.8GWh panosvika 2020.
Musika wemabhatiri e lithium-ion muChina wakaramba uchikura nekukurumidza, zvichikonzerwa nekukura kwemusika wemabhatiri emagetsi. Muna 2018, makambani mashanu epamusoro mumusika wemabhatiri emagetsi muChina akaita 71.60% yemutengo wezvinobuda, uye huwandu hwemusika hwakawedzerwa.

Bhatiri remagetsi remangwana ndiro injini huru yekukura mumunda wemabhatiri e-lithium-ion. Mafambiro aro ekuwedzera simba uye kuchengetedzeka kwakanyanya akaonekwa. Mabhatiri emagetsi uye mabhatiri edhijitari epamusoro-soro e-lithium-ion achava nzvimbo huru yekukura mumusika wemabhatiri e-lithium-ion, uye mabhatiri e-lithium ari mukati me6μm. Copper foil ichave imwe yezvinhu zvakakosha zvemabhatiri e-lithium-ion uye ichave nzvimbo inonyanya kutariswa nemakambani makuru.
3C bhatiri
Muna 2018, kugadzirwa kwemabhatiri edhijitari muChina kwakadzikira ne2.15% gore negore kusvika pa31.8GWh. GGII inotarisira kuti CAGR yemabhatiri edhijitari ichave 7.87% mumakore maviri anotevera. Zvinofungidzirwa kuti kugadzirwa kwemabhatiri edhijitari muChina kuchasvika pa34GWh muna 2019. Pakazosvika 2020, kugadzirwa kwemabhatiri edhijitari muChina kuchasvika pa37GWh, uye mabhatiri edhijitari epamusoro-soro, mabhatiri anochinjika, mabhatiri ane mwero wepamusoro, nezvimwewo zvichatungamirwa nemafoni epamusoro-soro, zvishandiso zvinopfekwa, madrone, nezvimwewo, zvichiva kukura kukuru kwemusika wemabhatiri edhijitari.

Bhatiri rekuchengetedza simba
Kunyangwe nzvimbo yemabhatiri eLithium-ion ekuchengetera simba muChina ine nzvimbo yakakura yemusika, ichiri kuganhurirwa nemutengo uye tekinoroji, uye ichiri munguva yekutanga kwemusika. Muna 2018, kubuda kwemabhatiri eLithium-ion ekuchengetera simba muChina kwakawedzera ne48.57% gore negore kusvika pa5.2GWh. Zvinofungidzirwa kuti kubuda kwemabhatiri eLithium-ion ekuchengetera simba muChina kuchasvika pa6.8GWh muna 2019.微信图片_20190920153520


Nguva yekutumira: Gunyana-20-2019
Kutaurirana paWhatsApp paIndaneti!