Xyoo 2022, cuam tshuam los ntawm tej yam xws li kev sib kis hauv tsev thiab kev nce nqi txawv teb chaws, kev thov tshuaj lom neeg rau lub sijhawm luv luv, thiab cov chaw tsim khoom hauv tsev muaj kev nyuaj siab rau kev tshem tawm cov khoom muag hauv lub sijhawm luv luv. Tib lub sijhawm, kev kub ntxhov ntawm qhov xwm txheej thoob ntiaj teb tau thawb kev ua haujlwm siab ntawm cov nqi zog loj, uas ua rau muaj kev nyuaj siab rau qhov kawg ntawm tus nqi nce siab. Muaj qhov sib txawv pom tseeb. Qee cov ntaub ntawv tau raug txheeb xyuas thiab pom tias ob xyoos dhau los, cov nqi ntawm qee cov khoom tau nce siab txog 700%, thiab qhov chaw ua lag luam tau txuas ntxiv nthuav dav. Tos ntsoov rau xyoo 2023, lub sijhawm nyob qhov twg?
Tus 700% nce ntxiv hauv ob xyoos, cov xaj khoom siv raw tau teem sijhawm rau xyoo tom ntej
LithiumHydroxide: ntau lub tuam txhab tsim khoom lag luam hauv qab dej tau raug ntes
Nyob rau hauv qhov xwm txheej ntawm kev ua lag luam ntawm kev muab khoom thiab kev thov tsawg, lithium hydroxide raug coj los ntawm cov chaw tsim khoom hauv qab.
Yahua Group tshaj tawm tias lub tuam txhab Yahua Lithium (Ya'an) uas yog lub tuam txhab me thiab SK's Aisi Kai New Energy (Shanghai) tau kos npe rau daim ntawv cog lus muab roj teeb lithium hydroxide. Ya'an Lithium ua kom ntseeg tau tias txij xyoo 2023 txog 2025, nws muab cov khoom lag luam los ntawm Aisi, nrog rau tag nrho cov khoom xa tuaj ntawm 20,000 txog 30,000 tons.
Aiscai kuj tau kos npe rau "Daim Ntawv Cog Lus Muag Khoom (2023-2025)" nrog Tianyi Lithium thiab Sichuan Tianhua los muag cov khoom siv roj teeb lithium hydroxide rau Aiskai pib xyoo 2023, raws li daim ntawv cog lus muab kev xa khoom sib xws txhua hli thiab kev xa khoom txhua xyoo tsis pub tshaj qhov nyiaj tag nrho pom zoo hauv daim ntawv cog lus (hauv ± 10%).
Ntxiv rau cov tuam txhab roj teeb, cov tuam txhab tsheb kuj tseem sib tw rau lithium hydroxide. Mercedes-Benz tshaj tawm daim ntawv cog lus nrog Canada-Germany Rock Tech Lithium. Qhov nruab nrab, tus qub yuav yuav 10,000 tons ntawm roj teeb lithium hydroxide los ntawm tus tom kawg txhua xyoo, nrog rau qhov ntsuas kev lag luam ntawm 1.5 billion euros. GM thiab LIG New Energy thiab Lithium Technology Company Livent tau kos npe rau ntau xyoo ntawm daim ntawv cog lus kom ntseeg tau tias cov khoom siv tseem ceeb rau kev ua cov roj teeb tsheb fais fab. Ntawm lawv, Livent yuav muab roj teeb lithium hydroxide rau General Motors hauv 6 xyoo pib xyoo 2025.
Los ntawm qhov kev xav ntawm cov ntaub ntawv ua lag luam, ua ke nrog kev nce qib tam sim no ntawm cov peev txheej lithium sab saud, kev tsim cov tuam txhab ua ntsev lithium, thiab kev nthuav dav ntawm cov tuam txhab tshiab hauv qab, kev muab thiab kev thov ntawm lithium hydroxide tseem nyob hauv qhov sib npaug zoo, thiab nws xav tias yuav txuas ntxiv mus txog xyoo 2023.
PVDF: Tus nqi nce siab 7 npaug, nws nyuaj rau sau qhov sib txawv ntawm cov khoom siv
Raws li kev lag luam downstream txuas ntxiv mus kub, qhov sib txawv ntawm kev muab khoom thiab kev thov ntawm lithium roj teeb PVDF txuas ntxiv mus nce, thiab lub peev xwm tsim khoom ntawm cov khoom siv raw R142B raug ntau dhau, thiab kev muab khoom hauv khw yog qhov loj heev. Tus nqi lag luam ntawm lithium-battery PVDF tau nce mus txog 700,000 yuan / ton, uas yog ze li ntawm 7 npaug piv rau tus nqi ntawm thaum ntxov 2021.
Vim tias muaj peev xwm tsim tau PVDF tsawg ntawm cov roj teeb lithium hauv Suav teb, thiab cov peev xwm tsim tau PVDF ib txwm tsis tuaj yeem hloov mus ua roj teeb lithium -level PVDF hauv lub sijhawm luv luv, kev tsim cov khoom siv raw R142B raug tswj hwm nruj me ntsis thiab nthuav dav qeeb, ua rau qeeb tso tawm ntawm cov roj teeb lithium hauv tsev PVDF muaj peev xwm tsim tau. Nws nyuaj rau ua rau nws. Nrog rau kev nce ntxiv ntawm kev muag khoom ntawm cov tsheb fais fab tshiab hauv ib nrab xyoo tom ntej, kev lag luam PVDF hauv xyoo 2022 xav tias yuav tswj hwm lub xeev kev vam meej siab, txhawb nqa cov nqi PVDF, thiab pab cov tuam txhab PVDF tau nce ntxiv lawv cov kev ua tau zoo txhua xyoo.
PVP: Hnub xa khoom ntawm qee yam khoom yuav raug teem rau lub Ib Hlis
Nyob rau hauv qhov kev tsis sib haum xeeb ntawm thaj chaw thiab kev kub ntxhov ntawm lub zog, lub peev xwm tsim khoom ntawm cov tuam txhab tshuaj lom neeg hauv Tebchaws Europe tau poob qis, kev txiav txim rau cov tuam txhab hauv tsev tau nce siab, thiab cov neeg tseem ceeb los ntawm cov tuam txhab tsim khoom PVP hauv tsev tau hais tias "cov khoom lag luam PVP ntawm lub tuam txhab muaj kev rov qab loj heev, thiab lub sijhawm xa khoom ntawm qee cov khoom tau raug xaiv mus txog rau xyoo tom ntej. Lub Ib Hlis."
Cov chaw tsim khoom PVP tau hais tias lub peev xwm tsim khoom PVP tam sim no ntawm cov chaw tsim khoom European tau poob qis heev, thiab ntau qhov kev txiav txim txawv teb chaws tau pib hloov mus rau cov tuam txhab hauv tsev. Tam sim no, lub tuam txhab muaj cov khoom lag luam PVP ze li ntawm 1000 tons, thiab kev xa khoom ntawm qee yam khoom tau teem sijhawm rau thaum kawg ntawm lub xyoo lossis txawm tias Lub Ib Hlis xyoo tom ntej.
Kev lag luam photovoltaic: Daim ntawv xaj txog xyoo 2030
Daqo Zog tau kos npe rau Daim Ntawv Cog Lus Yuav Khoom nrog ib tus neeg siv khoom. Nws tau pom zoo hauv daim ntawv cog lus tias tus neeg siv khoom yuav tsum yuav 148,800 tons ntawm Sun-level thawj qib dawb-wash blocks los ntawm Daqo Zog txij lub Ib Hlis 2023 txog lub Kaum Ob Hlis 2027, thiab tus nqi kwv yees yuav yog 45.086 billion yuan. Txij li xyoo 2022, Daqo Zog tau kos npe rau yim daim ntawv cog lus loj tag nrho kwv yees li 370 billion yuan.
Longji Green Energy thiab nws cuaj lub tuam txhab me me tau kos npe rau daim ntawv cog lus yuav khoom ntev rau cov ntaub ntawv polysilicon nrog Daqo Energy subsidiary Inner Mongolia Daqo New Energy. Raws li daim ntawv cog lus, qhov ntau ntawm cov ntaub ntawv polysilicon ntawm ob tog txij lub Tsib Hlis 2023 txog Lub Kaum Ob 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 Materials (Baotou) Co., LTD., ib lub tuam txhab me me ntawm Shuangliang Energy Saving Co., Ltd. tau kos npe rau Daim Ntawv Cog Lus Yuav Khoom thiab Muab Khoom Polysilicon nrog cov neeg koom tes. Nws tau pom zoo hauv daim ntawv cog lus no tias Shuangliang Silicon Materials (Baotou) Co., Ltd. yuav tsum yuav 155,300 tons ntawm cov ntaub ntawv polysilicon txij li xyoo 2022 txog 2027, nrog rau kev kwv yees tus nqi yuav khoom ntawm RMB 47.056 billion.
Tam sim no, kev lag luam photovoltaic hauv Suav teb tseem muaj kev loj hlob zoo. Hauv peb lub hlis thawj zaug, kev loj hlob ntawm kev lag luam photovoltaic tshaj 100%, thiab kev xa tawm ntawm kev lag luam photovoltaic tshaj 40 billion daus las Asmeskas, nrog rau kev loj hlob txhua xyoo yuav luag 100%. Txij li thaum pib ntawm lub xyoo no, ntau lub tuam txhab silicon uas teev npe tau tshaj tawm cov ntawv cog lus tseem ceeb, thiab tau kos npe ntau dua 10 daim ntawv xaj muag silicon ntev, tag nrho qhov loj tshaj 3 lab tons thiab tus nqi tshaj 800 billion yuan. Kwv yees li 92% ntawm cov khoom tsim tawm ntawm kev lag luam silicon hauv xyoo 2022 tau raug kaw los ntawm cov tuam txhab downstream, thiab qee daim ntawv cog lus ntev tau kos npe txog xyoo 2030.
Cov kev tsheb ciav hlau tshiab xws li cov ntaub ntawv tshiab thiab kev rov qab los ntawm kev thov yuav tshwm sim hauv xyoo 2023.
Tam sim no, kev lag luam tshuaj lom neeg tab tom hloov ntawm kev tsim khoom loj mus rau kev tsim khoom zoo. Cov ntaub ntawv tshiab nrog cov nqi nkag mus tsawg hauv Suav teb cov tuam txhab tau tshwm sim, thiab cov ntaub ntawv tshiab xws li cov ntaub ntawv silicon, roj teeb lithium, POE, thiab cov ntaub ntawv tshiab tau nrawm dua. Tib lub sijhawm, qhov kev thov downstream maj mam qhib. Qhov cuam tshuam ntawm tus kab mob hauv xyoo 2023 tau maj mam qaug zog, thiab qhov kev thov yuav ua kom cov sijhawm peev txheej ntawm txoj kev tshiab sai dua.
Tam sim no, tus nqi ntawm cov tshuaj lom neeg tseem ceeb tau poob qis thiab nyob rau hauv qhov qis tshaj plaws. Txij li thaum Lub Kaum Ob Hlis 2, Suav Teb Chaws Cov Khoom Siv Tshuaj Nqe Index (CCPI) kaw ntawm 4,819 cov ntsiab lus, txo qis 7.86% los ntawm 5230 cov ntsiab lus thaum pib ntawm lub xyoo no.
Peb ntseeg tias kev lag luam thoob ntiaj teb yuav loj hlob tas li hauv xyoo 2023, tshwj xeeb tshaj yog kev lag luam hauv tsev yuav coj mus rau hauv ib puag ncig tshiab ntawm kev rov zoo. Tus thawj coj hauv kev lag luam yuav ua tiav kev loj hlob ntawm kev ua tau zoo ntawm theem ntawm kev kho qhov kev thov. Tsis tas li ntawd, cov kev tshiab xws li cov ntaub ntawv tshiab thiab kev rov zoo ntawm kev thov tau tawg. Ua kom nrawm dua kev tso tawm. Rau xyoo 2023, peb tsom mus rau peb pawg khoom:
(1) Kev tsim cov khoom siv hauv lub cev: Vim yog qhov tsis muaj carbon, cov khoom siv fossil yuav ntsib kev cuam tshuam loj heev, cov khoom siv hauv lub cev yuav ua rau muaj kev hloov pauv zoo heev thiab muaj txiaj ntsig zoo. Cov ntawv thov loj hauv lwm qhov chaw, kev tsim cov khoom siv hauv lub cev, ua ib txoj hauv kev tshiab ntawm kev tsim khoom, yuav tsum ua rau muaj lub sijhawm zoo kawg nkaus, thiab kev thov ntawm kev ua lag luam yuav maj mam qhib.
(2) Cov ntaub ntawv tshiab: Qhov tseem ceeb ntawm kev nyab xeeb ntawm cov khoom siv tshuaj lom neeg tseem ceeb dua, kev tsim kom muaj ib lub tshuab kev lag luam ywj pheej thiab tswj tau yuav sai sai no, qee cov ntaub ntawv tshiab yuav ua kom muaj kev hloov pauv hauv tsev sai dua, xws li cov khoom siv molecular sieve thiab catalyst ua haujlwm siab, cov ntaub ntawv adsorption txhuas, aerogels, cov ntaub ntawv electrode tsis zoo thiab lwm yam ntaub ntawv tshiab permeability thiab kev sib koom ua lag luam yuav maj mam nce, txoj kev taug qab cov ntaub ntawv tshiab yuav ua kom kev loj hlob sai dua.
(3) Kev tshwm sim ntawm vaj tse & kev thov ntawm cov neeg siv khoom: Nrog rau tsoomfwv tso tawm cov cim qhia kom txo qis kev lag luam vaj tse thiab ua kom zoo dua qhov kev tiv thaiv thiab tswj kev sib kis ntawm tus kab mob, kev txhim kho me ntsis ntawm cov cai vaj tse, kev vam meej ntawm kev siv thiab cov saw hlau vaj tse yuav raug kho, thiab cov khoom siv tshuaj lom neeg vaj tse thiab cov neeg siv khoom yuav tau txais txiaj ntsig.
Lub sijhawm tshaj tawm: Lub Kaum Ob Hlis-20-2022