n 2022, hoʻopilikia ʻia e nā kumu e like me ka maʻi maʻi kūloko a me ka hoʻonui ʻana o nā ʻāina ʻē, ke koi kemika no ka manawa pōkole, a me nā mea hana hale i ka de-inventory pressure i ka wā pōkole. I ka manawa like, ʻo ka haunaele o ke kūlana honua i hoʻoikaika i ka hana kiʻekiʻe o nā kumukūʻai ikehu nui, kahi i hoʻopiʻi ʻia ai ka hopena o ke kumukūʻai o luna. Aia ka ʻokoʻa ʻike. Ua hoʻokaʻawale ʻia kekahi mau mea a ʻike ʻia i loko o nā makahiki ʻelua i hala iho nei, ua piʻi aʻe nā kumukūʻai o kekahi mau huahana e 700%, a ua hoʻomau ka hoʻonui ʻia o ka mākeke. Ke nānā nei i ka 2023, ma hea ka manawa kūpono?
ʻO ka 700% hoʻonui ʻia i loko o ʻelua mau makahiki, ua hoʻonohonoho ʻia nā kauoha maka no ka makahiki aʻe
LithiumHydroxide: nui nā mea hana i lalo i hoʻopaʻa ʻia
Ma lalo o ke kūlana mākeke o ka lako paʻa a me ka koi, ua kāʻili ʻia ka lithium hydroxide e nā mea hana o lalo.
Ua hoʻolaha ʻo Yahua Group ua hoʻopaʻa inoa ʻo Yahua Lithium (Yaʻan) a me SK's Aisi Kai New Energy (Shanghai) i ka ʻoihana paʻa piha o ka hui ʻo Yahua Lithium (Yaʻan). Ua hōʻoia ʻo Yaʻan Lithium mai 2023 a 2025, hāʻawi ia i nā huahana mai Aisi, me ka lako o 20,000 a 30,000 tons.
Ua pūlima pū ʻo Aiscai i ka "Sales Contract (2023-2025)" me Tianyi Lithium a me Sichuan Tianhua e kūʻai aku i nā huahana lithium hydroxide papa pākaukau iā Aiskai e hoʻomaka ana i ka makahiki 2023, kahi i hāʻawi ʻia ai ka ʻaelike no ka hāʻawi like ʻana i kēlā me kēia mahina a me nā hoʻouna makahiki ʻaʻole i ʻoi aku ma mua o ka huina i ʻae ʻia ma ka ʻaelike (ma loko o ± 10%).
Ma kahi o nā hui pākaukau, ke hoʻokūkū ikaika nei nā hui kaʻa no ka lithium hydrogen oxide. Ua hoʻolaha ʻo Mercedes-Benz i kahi ʻaelike me Canada-Germany Rock Tech Lithium. Ma ka awelika, e kūʻai aku ka mea mua i 10,000 tons o ka lithium hydroxide lithium-grade mai ka mea hope i kēlā me kēia makahiki, me kahi pānaʻi o 1.5 biliona euros. Ua hoʻopaʻa inoa ʻo GM a me LIG New Energy a me Lithium Technology Company Livet i nā makahiki he nui o ka ʻaelike e hōʻoia i nā kumu waiwai nui no ka hana ʻana i nā pihi kaʻa uila. Ma waena o lākou, e hāʻawi ʻo Livet i ka pākaukau lithium hydroxide i General Motors i loko o 6 mau makahiki e hoʻomaka ana i 2025.
Mai ka hiʻohiʻona o ka ʻikepili o ka mākeke, i hui pū ʻia me ka holomua o ka hoʻomohala ʻana o nā kumuwaiwai lithium upstream, ke kūkulu ʻana i nā ʻoihana hoʻōla paʻakai lithium, a me ka hoʻonui ʻana o nā ʻoihana hou i lalo, ʻo ka hāʻawi ʻana a me ka koi o ka lithium hydroxide i loko o kahi kaulike paʻa, a manaʻo ʻia e hoʻomau a hiki i 2023.
PVDF: 7 manawa e piʻi nui ana i ke kumukūʻai, paʻakikī ke hoʻopiha no ka hāʻawi ʻana
Ke hoʻomau nei ka wela o ka mākeke o lalo, ke hoʻomau nei ka hoʻolako ʻana a me ke koi ʻana o ka pākaukau lithium PVDF, a ua hoʻonui ʻia ka mana hana o nā mea maka R142B, a ua koʻikoʻi ka mākeke. Ua piʻi ke kumukūʻai mākeke o ka lithium -battery PVDF i 700,000 yuan / ton, kahi kokoke i 7 mau manawa i hoʻohālikelike ʻia me ke kumu kūʻai o ka makahiki 2021.
Ma muli o ka liʻiliʻi o ka mana hana PVDF o nā pākahi lithium ma Kina, a ʻaʻole hiki ke hoʻololi ʻia ka mana hana PVDF maʻamau i kahi pākaukau lithium -level PVDF i kahi manawa pōkole, ʻo ke kūkulu ʻia ʻana o nā mea maka R142B ua hoʻopaʻa paʻa ʻia a hoʻonui lohi ʻia, ka hopena i ka hoʻokuʻu lohi ʻana o ka pahu lithium home PVDF mana hana. He paʻakikī ke hoʻoponopono. Me ka hoʻonui hou ʻana o ke kūʻai aku o nā kaʻa ikehu hou i ka hapa lua o ka makahiki, manaʻo ʻia ka mākeke PVDF ma 2022 e mālama i kahi kūlana kiʻekiʻe, kākoʻo i nā kumukūʻai PVDF, a kōkua i nā hui PVDF e hoʻonui hou i kā lākou hana makahiki.
PVP: E hoʻopaʻa ʻia ka lā hoʻopuka o kekahi mau huahana iā Ianuali
Ma lalo o ke kuʻi o nā hakakā ʻāina a me ka pilikia o ka ikehu, ua hōʻole ka mana hana o nā hui kemika ʻEulopa, ua piʻi nā kauoha no nā ʻoihana kūloko, a ua ʻōlelo ka poʻe kūpono mai nā mea hana PVP kūloko "he backlog koʻikoʻi nā huahana pili PVP o ka hui, a ua helu ʻia ka manawa hoʻopuka o kekahi mau huahana a hiki i ka makahiki e hiki mai ana.
ʻO nā kumu kūpono o kahi mea hana PVP i ʻōlelo ʻia ua emi nui ka mana hana PVP o nā mea hana ʻEulopa, a ua hoʻomaka ka nui o nā kauoha o waho e hoʻohuli i nā ʻoihana kūloko. I kēia manawa, loaʻa i ka hui kahi backlog o kahi kokoke i 1000 tons o nā huahana PVP, a ʻo ka hāʻawi ʻana i kekahi mau huahana i hoʻonohonoho ʻia i ka hopena o ka makahiki a i ʻole Ianuali o ka makahiki aʻe.
ʻOihana Photovoltaic: Puke kauoha a hiki i 2030
Ua kau inoa ʻo Daqo Energy i kahi ʻaelike Kūʻai me kahi mea kūʻai aku. Ua ʻae ʻia ma ka ʻaelike e manaʻo ʻia ka mea kūʻai aku e kūʻai aku i 148,800 tons o nā poloka holoi holoi manuahi mua o ka lā mai Daqo Energy mai Ianuali 2023 a Dekemaba 2027, a ʻo ka nui o ke kūʻai ʻana he 45.086 biliona yuan. Mai ka makahiki 2022, ua hoʻopaʻa inoa ʻo Daqo Energy i ʻewalu mau ʻaelike nui ma kahi o 370 biliona yuan.
Ua kau inoa ʻo Longji Green Energy a me kāna mau lālā ʻeiwa i kahi ʻaelike kūʻai kauoha lōʻihi no nā mea polysilicon me ka ʻoihana ʻo Daqo Energy ʻo Inner Mongolia Daqo New Energy. Wahi a ka ʻaelike, ʻo ka nui o ke kālepa o nā mea polysilicon ma waena o nā ʻaoʻao ʻelua mai Mei 2023 a hiki i Dekemaba 2027 he 25.128 miliona tons. ʻO ka huina o kēia ʻaelike e pili ana i 67.156 biliona yuan.
ʻO Shuangliang Silicon Materials (Baotou) Co., LTD., he lālā nona piha o Shuangliang Energy Saving Co., Ltd. ua kau inoa i ka Polysilicon Purchase and Supply Contract me nā ʻaoʻao pili. Ua ʻae ʻia i loko o kēia ʻaelike e kūʻai ʻo Shuangliang Silicon Materials (Baotou) Co., Ltd. i 155,300 tons o nā mea polysilicon mai 2022 a 2027, me ka nui o ke kūʻai ʻana o RMB 47.056 biliona.
I kēia manawa, ke hōʻike mau nei ka ʻoihana photovoltaic o Kina i kahi ʻano hoʻomohala maikaʻi. I nā hapaha mua ʻekolu, ʻoi aku ka nui o ka ulu ʻana o ka ʻoihana photovoltaic ma mua o 100%, a ʻo ka lawe ʻana aku i ka ʻoihana photovoltaic ma mua o 40 biliona kālā ʻAmelika, me ka ulu ʻana o ka makahiki ma kahi o 100%. Mai ka hoʻomaka ʻana o kēia makahiki, ua hoʻolaha pinepine ʻia kekahi mau hui silika i hoʻopaʻa inoa ʻia i nā hoʻolaha aelike nui, a ua kau inoa ma mua o 10 mau kauoha kūʻai silika lōʻihi, ʻo ka nui o ka nui ma mua o 3 miliona mau tona a ʻoi aku ka nui ma mua o 800 billion yuan. Ma kahi o 92% o ka puka o ka ʻoihana silika ma 2022 ua paʻa ʻia e nā ʻoihana o lalo, a ua kau inoa ʻia kekahi mau ʻaelike lōʻihi a hiki i 2030.
ʻO nā ala hou e like me nā mea hou a me ka hoʻihoʻi koi e manaʻo ʻia e puka mai i 2023
I kēia manawa, ke neʻe nei ka ʻoihana kemika mai ka hana nui a i ka hana kiʻekiʻe. Ua ulu aʻe nā mea hou me nā haʻahaʻa haʻahaʻa i loko o nā ʻoihana Kina, a ua wikiwiki ʻia nā mea hou e like me nā mea silicon, lithium battery, POE, a me nā mea hou. I ka manawa like, ua wehe mālie ʻia ka noi i lalo. Ua nāwaliwali ka hopena o ka maʻi ahulau i ka makahiki 2023, a ua manaʻo ʻia ka noi e hoʻolalelale i nā manawa hoʻopukapuka o ke ala hou.
I kēia manawa, ua hāʻule nā kumukūʻai o nā kemika nui a aia i ka palena haʻahaʻa. Ma ka lā 2 o Dekemaba, ua pani ʻia ka Chinese Chemical Product Price Index (CCPI) ma 4,819 mau helu, he emi o 7.86% mai 5230 mau helu i ka hoʻomaka o kēia makahiki.
Ke manaʻoʻiʻo nei mākou e ulu mau ka ʻoihana honua i ka makahiki 2023, ʻoi aku ka manaʻo o ka ʻoihana kūloko e hoʻomaka i kahi pōʻai hou. E hoʻokō ka alakaʻi o ka ʻoihana i ka ulu ʻana o ka hana ma ke kahua o ka hoʻoponopono koi. Eia kekahi, ua pahū nā ala hou e like me nā mea hou a me ka hoʻihoʻi koi. Hoʻokuʻu wikiwiki. No 2023, kālele mākou i nā ʻano huahana ʻekolu:
(1) Synthetic biology: Ma ke kua o ka carbon neutrality, hiki i nā mea moʻomanaʻo mai ka mōʻalihaku ke kū i ka hopena subversive, nā mea olaola e hoʻomaka i kahi huli me ka maikaʻi o ka hana a me nā uku kumukūʻai. ʻO nā noi nui ma nā kula ʻē aʻe, synthetic biology, ma ke ʻano he ala hou o ka hana ʻana, manaʻo ʻia e hoʻolauna i kahi manawa kupanaha, a manaʻo ʻia e wehe mālie ka noi mākeke.
(2) Nā mea hou: ʻO ke koʻikoʻi o ka palekana o ke kaulahao lako kemika, ua kokoke mai ka hoʻokumu ʻana i kahi ʻōnaehana kūʻokoʻa a hiki ke kāohi ʻia, ua manaʻo ʻia kekahi mau mea hou e hoʻolōʻihi i ka hoʻokō ʻana o ka home, e like me ke kiʻekiʻe-performance molecular sieve a me catalyst, alumini adsorption material, aerogels, negative electrode coating material a me nā mea hou e hoʻonui i ka mākeke. ulu ana.
(3) Hōʻike i ka waiwai waiwai a me nā koi o nā mea kūʻai aku: Me ka hoʻokuʻu ʻana o ke aupuni i nā hōʻailona e wehe i ka mākeke waiwai a hoʻopaʻa pono i ka hoʻolālā ʻana a me ka hoʻolālā ʻana o ka maʻi maʻi, ka hoʻomaikaʻi ʻana i nā kulekele waiwai, ka pōmaikaʻi o ka ʻai a me nā kaulahao waiwai e manaʻo ʻia e hoʻoponopono ʻia, a manaʻo ʻia e pōmaikaʻi nā waiwai a me nā mea kūʻai aku.
Ka manawa hoʻouna: Dec-20-2022