N 2022, Cuam tshuam los ntawm cov yam xws li Eritic Epidemic thiab txawv teb chaws thov rau cov khoom lag luam luv, thiab cov tsheb tsim khoom muaj lub sijhawm luv luv. Nyob rau tib lub sijhawm, lub cev cua hlob ntawm cov teeb meem thoob ntiaj teb thawb lub zog siab-ua haujlwm ntawm cov nqi loj, uas tau ua rau muaj tus nqi nce toj ntawm cov nqi nce toj. Muaj kev sib txawv. Qee cov ntaub ntawv tau raug txheeb tawm thiab pom tias ob xyoos dhau los, cov nqi ntawm qee cov khoom lag luam muaj tryrocketed los ntawm 700%, thiab chaw ua lag luam tau txuas ntxiv nthuav dav. Nrhiav rau pem hauv ntej rau 2023, lub sijhawm yog nyob qhov twg?
Lub 700% nce hauv ob xyoos, cov khoom siv raw tau teem rau xyoo tom ntej
LithiumHYDROIDE: Ntau cov txheej txheem nqis qis dua
Nyob rau hauv kev ua lag luam ntawm kev ua lag luam nruj thiab thov kom, lithium hydrocide raug ntaus los ntawm cov chaw tsim khoom hauv qab.
Yahua pab pawg tshaj tawm tias lub tuam txhab wholly-dettered -own -own -ly lithium (Ya'an) thiab sk's a aithai kos lub zog roj teeb -level lithiumide. Ya'an Lithium kom ntseeg tau tias txij 2023 txog 2025, nws muab cov khoom los ntawm AISI, nrog tag nrho cov khoom siv ntawm 20,000 rau 30,000 tons.
Aiscai tseem tau kos npe rau daim ntawv cog lus "kev muag khoom (2023-2025)" nrog Tianyi Lithhium thiab hauv qab ntawm cov ntawv cog lus npaj txhua lub hlis thiab ib xyoos ib zaug tsis dhau tag nrho tus nqi pom zoo nyob rau hauv daim ntawv cog lus (hauv ± 10%).
Ntxiv rau cov txhab roj teeb, cov tuam txhab tuam txhab tuam txhab tseem nquag ua haujlwm rau lithium hydrogen oxide. Mercedes-Benz tshaj tawm kev pom zoo nrog Canada-Lub Tebchaws Yelemees Pob Zeb Tech Lithium. Nyob rau nruab nrab, lub qub yuav yuav 10,000 tons ntawm cov roj teeb-qib lithium hydrocide los ntawm tom kawg txhua xyoo, nrog kev sib pauv khoom ntawm 1.5 billion euros. GM thiab lig lub zog tshiab thiab Lithium Technology tuam txhab Livent tau kos npe ntau xyoo kev pom zoo rau kev ua cov roj teeb hluav taws xob. Ntawm lawv, livent yuav muab roj teeb roj teeb lithium hydroxide rau cov neeg muaj peev xwm dav dav tsis pub dhau ntawm 6 xyoo pib hauv 2025.
Los ntawm kev pom ntawm cov ntaub ntawv ua lag luam, ua ke nrog kev txhim kho tam sim no, thiab kev tsim kho lithium hydroium yog tseem nyob rau hauv ib qho kev tshuav nyiaj li cas, thiab Nws cia siab tias yuav txuas ntxiv mus txog 2023.
PVDF: 7 lub sijhawm soaring nyob rau hauv tus nqi, nws yog ib qho nyuaj los sau rau cov khoom sib pauv
Raws li kev ua lag luam hauv qab dej txuas ntxiv ua kom sov, cov khoom siv thiab kev xav tau ntawm Lithium roj teeb R142B yog qhov yooj yim heev, thiab cov khoom lag luam yog loj. Tus nqi lag luam ntawm lithium -battery PVDF tau nce rau 700,000 yuan / tuj, uas yog ze li 7 zaug piv nrog tus nqi ntawm thaum ntxov 2021.
Vim tias lub PVdf ntau lawm muaj peev xwm ntawm cov roj teeb lithium, thiab cov kev tsim kho ntawm cov ntaub ntawv roj teeb lithium Kev tso tawm qeeb ntawm lub roj teeb lithium domestic pvdf ntau lawm. Nws yog qhov nyuaj ua rau nws. Nrog rau kev nce ntxiv rau kev muag khoom tshiab hauv lub zog tshiab hauv 2022 yog xav tias yuav tsum muaj cov tuam txhab PVDF siab, thiab pab PVDF cov nqi tau nce ntxiv lawv cov kev ua tiav txhua xyoo.
PVP: Hnub xa khoom ntawm qee cov khoom yuav raug coj mus rau Lub Ib Hlis
Nyob rau hauv lub pinch ntawm cov kev tsis sib haum xeeb thiab lub zog muaj kev nyuaj siab tau poob, cov neeg tsim khoom lag luam pvp, thiab cov khoom siv pvp, thiab cov khoom lag luam pvp Lub sijhawm xa tawm ntawm qee cov khoom tau raug suav txog thaum xyoo tom ntej. Lub Ib Hlis. "
Cov chaw tsim khoom ntawm PvP cov chaw tsim khoom uas tau hais tias tam sim no PvP ntau lawm ua tau ntawm cov neeg European cov tuam txhab tau txais txiaj ntsig ntau, thiab muaj ntau tus neeg muaj kev txiav txim siab txawv teb chaws tau pib ua cov lag luam hauv tsev. Nyob rau tam sim no, lub tuam txhab muaj cov backlog ze li 1000 tons ntawm PVP cov khoom, thiab kev xa cov khoom lag luam ntawm qee lub xyoo lossis lub Ib Hlis xyoo tom ntej.
Kev lag luam photovoltaic: txiav txim phau ntawv txog 2030
Daqo lub zog tau kos npe rau kev pom zoo yuav khoom nrog cov qhua tuaj noj mov. Nws tau pom zoo hauv daim ntawv cog lus tias ib tus neeg siv khoom yuav tau ua 148,800 tons ntawm DAQO lub zog ua ntej-127, thiab tus nqi yuav khoom yog 45.086 billion Yuan. Txij li 2022, Daqo lub zog tau kos npe rau yim txhais yim qhov kev cog lus loj tag nrho txog 370 billion Yuan.
Longji lub zog ntsuab thiab nws cuaj tus neeg tau txais kev cog lus ntev daim ntawv cog lus rau cov ntaub ntawv polysilicon nrog rau cov ntaub ntawv sab hauv Mongolia Daqo lub zog tshiab. Raws li kev pom zoo, kev sib pauv kev sib pauv ntawm cov khoom siv polysilicon ntawm lub Tsib Hlis 2023 rau Lub Tsib Hlis 2027 yog 25.128 lab tons. Tag nrho cov nyiaj ntawm daim ntawv cog lus no yog kwv yees li 67.156 billion yuan.
Shuangliang Silicon Cov Khoom (BAOTOU- Cov ntaub ntawv pov thawj ntawm Shuangliang Lub Zog Kev yuav khoom thiab muab daim ntawv cog lus nrog cov tog neeg feem ntau. Nws tau pom zoo hauv daim ntawv cog lus no uas Shuangliang silicon cov ntaub ntawv (Baotou) Co., Ltd.
Ntawm tam sim no, Tuam Tshoj lub photovoltaic tseem qhia txog qhov kev loj hlob zoo. Hauv thawj peb ntu, tus nqi loj hlob ntawm photovoltaic ntau dua li 40 billion US las, nrog ib xyoos kev loj hlob ntawm ze li 100%. Txij li thaum pib ntawm lub xyoo no, muaj pes tsawg ntawm cov tuam txhab silicon muaj ntau tshaj li 10 lab tons thiab tus nqi tshaj li 800 billion yuan. Txog 92% ntawm cov zis ntawm cov kev lag luam sivicon hauv 2022 tau raug kaw los ntawm cov neeg lag luam hauv qab dej hauv nroog, thiab cov ntawv cog lus ntev tau kos npe kom txog thaum 2030.
Cov ciav hlau tshiab xws li cov ntaub ntawv tshiab thiab xav tau kev rov qab yuav tshwm sim hauv 2023
Tam sim no, kev lag luam tshuaj lom neeg raug teeb tsa los ntawm loj -scale tsim rau kev tsim khoom siab. Cov ntaub ntawv tshiab nrog cov nqi nkag qis hauv Suav cov lag luam tau tawm, thiab cov khoom lag luam tshiab xws li cov khoom lag luam silicon, pees, thiab cov khoom siv tshiab tau nrawm. Nyob rau tib lub sijhawm, cov dej ntws tawm tau maj mam qhib. Qhov cuam tshuam ntawm kev kis mob hauv 2023 tau maj mam qaug zog, thiab kev thov yuav tau nrawm rau cov peev txheej ntawm txoj kev tshiab tshiab.
Tam sim no, tus nqi ntawm cov tshuaj loj tau poob thiab nyob hauv qab ntau. Raws li lub Kaum Ob Hlis 2, Tshuaj Suav Tshuaj Nqe Lus Qhia (CCPI) kaw ntawm 4,819 cov ntsiab lus, ib qho kev txo qis ntawm 5230 cov ntsiab lus thaum pib ntawm lub xyoo no.
Peb ntseeg tias lub ntiaj teb kev lag luam yuav tsum tau cog rau hauv 2023, tshwj xeeb tshaj yog kev lag luam hauv tsev tau txais kev lag luam tshiab ntawm kev rov qab los ntawm kev rov qab los. Tus thawj coj hauv kev lag luam yuav ua tiav kev ua tau zoo ntawm theem ntawm kev xav tau kho. Ib qho ntxiv, cov lem tshiab xws li cov ntaub ntawv tshiab thiab thov kom rov qab tau tawg. Leeb nyiaj tso tawm. Rau 2023, peb tsom mus rau peb yam khoom ntawm cov khoom lag luam:
(1) hluavtaws biology: nyob rau tom qab ntawm carbon nutrality, pob txha khoom siv yuav ua rau muaj kev sib txuas nrog kev ua tau zoo thiab muaj txiaj ntsig zoo. Cov ntawv thov loj-cov ntawv thov hauv lwm qhov chaw, hluavtaws biology, raws li kev tsim khoom tshiab, thiab kev ua lag luam lag luam yuav tsum maj mam qhib.
(2) Cov ntaub ntawv tshiab: Qhov tseem ceeb ntawm cov tshuaj pleev kev nyab xeeb cov kev nyab xeeb, xws li cov khoom siv tshiab hauv tsev, xws li cov khoom siv hluav taws xob molecular thiab catalyst , Txhuas cov ntaub ntawv adsorption, aerogels, tsis zoo cov ntaub ntawv siv hluav taws xob thiab kev sib tw ua lag luam tshiab, cov khoom lag luam tshiab yuav tsum ua kom nrawm dua kev loj hlob.
(3) Qhia Tshwm ntawm Cov Vaj Tse & Cov Neeg Siv Khoom Siv: Nrog rau kev txhim kho cov khoom lag luam kom tau txiav txim siab, kev nce qib kev nplua nuj, kev nplua nuj ntawm kev noj thiab cov saw hlau av Yuav tsum tau kho, thiab cov vaj tse thiab cov neeg siv cov saw chemical chemes yuav tau txais txiaj ntsig.
Lub Sijhawm Post: Dec-20-2022