Indasitiri yezvinhu zvemagetsi zvisina kunaka iri kugamuchira shanduko itsva yemusika.
Kubatsirwa nekukura kwemusika wemagetsi emabhatiri eChina, kutumirwa kwezvinhu zveanode muChina uye kukosha kwezvinobuda kwakawedzera muna 2018, zvichikonzera kukura kwemakambani ezvinhu zveanode.
Zvisinei, zvichikanganiswa nerubatsiro rwemari, makwikwi emusika, kukwira kwemitengo yezvinhu zvisina kugadzirwa uye kuderera kwemitengo yezvigadzirwa, huwandu hwezvinhu zveanode mumusika hwakawedzera, uye kupatsanurana kweindasitiri kwapinda padanho idzva.
Parizvino, sezvo indasitiri iri kupinda padanho re "kuderedza mutengo nekuwedzera mhando", zvigadzirwa zvemhando yepamusoro zvegrafiti yechisikigo uye zvigadzirwa zvegrafiti zvekugadzira zvinogona kukurumidzisa kutsiviwa kwezvinhu zvemhando yepamusoro zveanode, izvo zvinoita kuti kukwikwidzana kwemusika kweindasitiri yezvinhu zveanode kusimudzirwe.
Kubva pamaonero akatwasuka, makambani aripo emagetsi asina kunaka kana makambani akanyorwa pasi kana maIPO akazvimirira ari kutsvaga rutsigiro rwekuwana rutsigiro rwemari, zvichibatsira makambani kuwedzera kugona kwekugadzira nekugadzira zvigadzirwa zvitsva. Kugadzirwa kwemakambani madiki nepakati ane anode asina mikana yekukwikwidzana mumhando yezvigadzirwa netekinoroji pamwe nevatengi kuchawedzera kuoma.
Kubva pamaonero akatwasuka, kuti vawedzere kunaka uye vaderedze mitengo, makambani emagetsi asina kunaka akawedzera kugona kwavo kugadzira zvinhu uye akawedzera kusvika kuindasitiri yekugadzira graphitization, achideredza mitengo kuburikidza nekuwedzera kugona uye kuvandudza maitiro ekugadzira, uye kuwedzera kukwikwidzana kwavo.
Pasina mubvunzo, kubatanidzwa nekutenga uye kubatanidzwa kwezviwanikwa pakati pemaindasitiri uye kuwedzera kweindasitiri yekugadzira graphitization yakazvivakira pasina mubvunzo kuchaderedza vatori vechikamu mumusika, kukurumidzisa kubviswa kwevasina simba, uye zvishoma nezvishoma kuparadza maitiro emakwikwi "matatu makuru nemadiki" anoumbwa nezvinhu zvisina kunaka. Kukwikwidzana kwemusika wepurasitiki anode.
Kukwikwidzana pakurongeka kwegraphitization
Parizvino, makwikwi muindasitiri yezvinhu zveanode yemuno achiri makuru. Pane makwikwi pakati pemakambani epamusoro-soro kuti atore chinzvimbo chepamusoro. Kunewo makambani epamusoro-soro ari kuwedzera simba rawo. Munodzingirirana kuti muderedze makwikwi nemakambani epamusoro-soro. Zvimwe zvezvinonetsa zvinogona kuitika kubva kune vakwikwidzi vatsva.
Zvichikonzerwa nekudiwa kwemabhatiri emagetsi pamusika, chikamu chemusika wegrafiti yekugadzira chiri kuramba chichiwedzera kupa kudiwa kwekuwedzera kugona kwemakambani eanode.
Kubva muna 2018, mapurojekiti makuru ekudyara mari emuno ekushandisa zvinhu zveanode akatangwa kushanda zvakatevedzana, uye huwandu hwesimba rekugadzira rimwe nerimwe hwasvika matani zviuru makumi mashanu kana kutosvika matani zviuru zana pagore, zvichinyanya zvichibva pamapurojekiti ekugadzira graphite.
Pakati pavo, makambani epamusoro-soro anowedzera kusimbisa nzvimbo yawo yemusika uye kuderedza mitengo nekuwedzera kugona kwavo kugadzira. Makambani epamusoro-soro ari kuswedera pedyo nekambani yepamusoro-soro kuburikidza nekuwedzera kugona, asi haana rutsigiro rwakakwana rwemari uye kushaya makwikwi muzvigadzirwa zvitsva nematekinoroji.
Makambani ekutanga neechipiri, anosanganisira Beitray, Shanshan Technology, Jiangxi Zijing, Kaijin Energy, Xiangfenghua, Shenzhen Snow, naJiangxi Zhengtuo, pamwe chete nemakambani matsva, akawedzera kugona kwavo kugadzira zvinhu senzvimbo yekupinda mukusimudzira makwikwi avo. Nzvimbo yekuvaka kugona inonyanya kutariswa muInner Mongolia kana Northwest.
Kugadzira girafiti kunotora inenge 50% yemari yezvinhu zveanode, kazhinji muchimiro che subcontracting. Kuti vaderedze mari yekugadzira uye vawedzere purofiti yezvigadzirwa, makambani ezvigadzirwa zveanode akavaka kugadzirisa kwavo girafiti senzira yekuvandudza kukwikwidzana kwavo.
MuInner Mongolia, ine zviwanikwa zvakawanda uye mutengo wemagetsi wakaderera we0.36 yuan / KWh (zvishoma kusvika 0.26 yuan / KWh), yave nzvimbo inosarudzwa nekambani ye graphite ye negative electrode enterprise. Kusanganisira Shanshan, Jiangxi Zijing, Shenzhen Snow, Dongguan Kaijin, Xinxin New Materials, Guangrui New Energy, nezvimwewo, zvese zvine graphitization capacity muInner Mongolia.
Kugona kutsva kwekugadzira kuchaburitswa kubva muna 2018. Zvinotarisirwa kuti kugona kwekugadzira graphitization muInner Mongolia kuchaburitswa muna 2019, uye mari yekugadzirisa graphitization ichadzikira.
Musi wa3 Nyamavhuvhu, purojekiti yeBaotou integrated base base yakakura kwazvo pasi rose inonzi lithium battery anode base - Shanshan Technology yegore negore inoburitsa matani 100,000 e anode material yakatanga kushanda zviri pamutemo muQingshan District, Baotou City.
Zvinonzwisisika kuti Shanshan Technology ine mari inosvika mabhiriyoni 3.8 emadhora pagore muchikamu chakabatanidzwa cheanode material chinosvika matani 100,000 ekushandisa zvinhu zveanode. Mushure mekunge chirongwa ichi chapera uye chaiswa mukugadzirwa, chinogona kugadzira matani 60,000 ezvigadzirwa zveanode zvegraphite uye matani 40,000 ezvigadzirwa zveanode zvegraphite zvakaputirwa necarbon. Kugona kwekugadzira pagore kunosvika matani 50,000 ekugadzirisa graphitization.
Zvichienderana nedata rekutsvagisa kubva kuInstitute of Advanced Research and Development of Lithium Power Research (GGII), huwandu hwese hwezvinhu zve lithium battery anode zvakatumirwa muChina hwakasvika matani 192,000 muna 2018, kuwedzera kwegore negore kwe31.2%. Pakati pavo, zvinhu zve anode zveShanshan Technology zvakatumirwa panzvimbo yechipiri muindasitiri, uye zvinhu zve graphite zvekugadzira zvakatumirwa panzvimbo yekutanga.
"Tiri kugadzira matani zviuru zana gore rino. Panosvika gore rinouya negore rinotevera, tichawedzera kugona kwedu kugadzira nekukurumidza, uye tichakurumidza kunzwisisa simba remitengo yeindasitiri nehukuru uye mashandiro emari." Zheng Yonggang, Sachigaro weShanshan Holdings Board of Directors akadaro.
Zviri pachena kuti hurongwa hwaShanshan ndewekuderedza mari yekugadzira kuburikidza nekuwedzera kugona, uye nekudaro kutonga kutaurirana kwezvigadzirwa, uye kugadzira kukanganisa kwakasimba pamusika kune mamwe makambani emagetsi asina kunaka, nokudaro achivandudza nekubatanidza mugove wawo wemusika. Kuti asave asina hanya zvachose, mamwe makambani emagetsi asina kunaka anofanira kubatana nechikwata chekuwedzera kugona, asi mazhinji acho ane kugona kwekugadzira kwakaderera.
Zvakakosha kuziva kuti kunyange zvazvo makambani ekugadzira zvinhu zveanode ari kuwedzera kugona kwawo kugadzira, sezvo zvinodiwa pakushanda kwezvigadzirwa zvemabhatiri emagetsi zvichiramba zvichiwedzera, zvinodiwa zvakanyanya zvinoiswa pakushanda kwechigadzirwa chezvinhu zveanode. Zvigadzirwa zvegrafiti yechisikigo zvepamusoro-soro uye zvigadzirwa zvegrafiti zvekugadzira zvinokurumidzisa kutsiviwa kwezvinhu zveanode zvemhando yepamusoro, zvinoreva kuti mabhizinesi madiki nepakati haakwanise kuzadzikiswa nekuda kwekuda kwemabhatiri emhando yepamusoro.
Kuwanda kwemusika kuri kuwedzera
Sezvakaita pamusika wemabhatiri emagetsi, huwandu hwemusika wezvinhu zveanode huri kuwedzera, nemakambani mashoma makuru ari kutora chikamu chikuru pamusika.
Nhamba dzeGGII dzinoratidza kuti muna 2018, huwandu hwezvinhu zve lithium battery anode zveChina hwakasvika matani 192,000, kuwedzera kwe31.2%.
Pakati pavo, Betray, Shanshan Technology, Jiangxi Zijing, Dongguan Kaijin, Xiangfenghua, Zhongke Xingcheng, Jiangxi Zhengtuo, Shenzhen Snow, Shenzhen Jinrun, Changsha Geji uye mamwe makambani asina kunaka zvinhu zvisati zvatumirwa gumi.
Muna 2018, kutumirwa kwezvinhu zveanode zveTOP4 kwakapfuura matani 25,000, uye chikamu chemusika cheTOP4 chakasvika 71%, zvichikwira ne4 muzana kubva muna 2017, uye kutumirwa kwemakambani nemakambani makuru mushure menzvimbo yechishanu. Musiyano wehuwandu uri kuwedzera. Chikonzero chikuru ndechekuti maitiro emakwikwi emusika wemagetsi ebhatiri akachinja zvikuru, zvichikonzera shanduko mumaitiro emakwikwi ezvinhu zveanode.
Nhamba dzeGGII dzinoratidza kuti simba rese remagetsi eChina rakaiswa muhafu yekutanga yegore ra2019 raive rinenge 30.01GWh, kuwedzera kwegore negore kwe93%. Pakati pavo, simba rese rakaiswa remakambani gumi epamusoro emagetsi emagetsi rakasvika pa26.38GWh, zvichiita kuti riite 88% yehuwandu hwese.
Pakati pemakambani gumi epamusoro emabhatiri emagetsi maererano nemagetsi ese akaiswa, mabhatiri eNingde era, BYD, Guoxuan Hi-Tech, uye Lishen chete ndiwo ari pakati pegumi epamusoro, uye huwandu hwemamwe makambani emabhatiri huri kuchinja-chinja mwedzi wega wega.
Zvichikanganiswa nekuchinja kuri kuita musika wemabhatiri emagetsi, makwikwi emusika wezvinhu zveanode akachinjawo zvinoenderana. Pakati pazvo, Shanshan Technology, Jiangxi Zijing naDongguan Kaijin zvinonyanya kugadzirwa nezvigadzirwa zvegrafiti. Zvinotungamirwa neboka revatengi vemhando yepamusoro vakaita seNingde Times, BYD, Yiwei Lithium Energy naLishen Battery. Kutumirwa kwakawedzera zvakanyanya uye mugove wemusika wakawedzera.
Mamwe makambani emagetsi asina simba akasangana nekudzikira kukuru muhuwandu hwemagetsi akaiswa muzvigadzirwa zvemabhatiri asina simba ekambani muna 2018.
Tichitarisa makwikwi aripo pamusika wemagetsi emabhatiri, musika wemakambani gumi epamusoro emabhatiri wakakwira kusvika pa90%, zvinoreva kuti mikana yemusika yemamwe makambani emabhatiri iri kuramba ichiwanda, yozoendeswa kunzvimbo yepamusoro yeanode materials, zvichiita kuti boka remakambani madiki nepakati anotarisana nekumanikidzwa kukuru kweSurvival.
GGII inotenda kuti mumakore matatu anotevera, makwikwi mumusika wezvinhu zveanode achawedzera kusimba, uye kugona kudzokorora zvinhu zvishoma kuchabviswa. Makambani ane matekinoroji makuru uye nzira dzevatengi dzinobatsira achakwanisa kuwana kukura kwakakosha.
Kuwanda kwemusika kuchawedzera kuvandudzwa. Kune makambani emhando yeanode yechipiri neyechitatu, kumanikidzwa kwekushanda kuchawedzera pasina mubvunzo, uye inofanira kuronga nzira yekumberi.
Nguva yekutumira: Gumiguru-09-2019