Heerka Horumarineed ee baytariyada Lithium ee Shiinaha

Tobannaan sano oo horumarineed iyo hal-abuurnimo ka dib, Chinese baytari lithiumwarshaduhu waxay sameeyeen horumar weyn oo tiro iyo tayoba leh. 2021,Shiinees baytari lithiumwax soo saarkawaxay gaari doontaa 229GW, waxayna gaari doontaa 610GW sanadka 2025, iyadoo kobaca sanadlaha ah ee isku dhafan uu ka badan yahay 25%.;

Iyadoo loo marayo falanqaynta suuqa sannadihii la soo dhaafay, sifooyinka ugu muhiimsan waa sida soo socota:

(1) Miisaanka suuqa ayaa sii waday inuu koro. Laga soo bilaabo 2015 ilaa 2020, miisaanka suuqa baytariyada lithium-ion ee Shiinaha ayaa sii waday inuu kordho, laga bilaabo 98.5 bilyan yuan ilaa 198 bilyan yuan, iyo ilaa 312.6 bilyan yuan sanadka 2021.;

(2) baytariyada korantadu waxay ku xisaabtamaan qayb wayn waxayna u koraan si degdeg ah. Kobaca degdega ah ee baabuurta tamarta cusub ayaa keentay koritaanka joogtada ah ee baytariyada tamarta. 2021, wax soo saarka isticmaalka, tamarta iyo kaydinta tamarta baytariyada lithium waxay noqon doonaan 72GWh, 220GWh iyo 32GWh siday u kala horreeyaan, kor u kaca 18%, 165% iyo 146% sanad kasta siday u kala horreeyaan, xisaabinta 22.22%, 67.9% iyo 988 siday u kala horreeyaan. . sida ugu dhaqsaha badan u koraya. Waxaa ka mid ah baytariyada korontada, baytariyada fosfateed ee birta lithium ayaa xisaabiya qayb sare. Sannadka 2021, wadarta wax-soo-saarka baytariyada fosfooraska birta ee lithium waa 125.4GWh, taasoo ka dhigan 57.1% wadarta guud ee wax-soo-saarka, iyadoo koror isugeyn ah oo ah 262.9% sannadkiiba.

(3) Batteriga labajibbaaran ayaa si tartiib tartiib ah u fadhiista booska ugu sarreeya. Battery-ga prismatic-ka ah ayaa ah kan ugu kharashka badan, wuxuuna hadda qabsaday suuqa guud ee Shiinaha. Sannadka 2021, saamiga suuqa ee baytariga lithium ee prismatic wuxuu noqon doonaa ilaa 80.8%. Unugyada batteriga ee jilicsan ayaa leh cufnaanta tamarta ugu sareysa, laakiin sababtoo ah filimka aluminium-caaggu si fudud ayuu u dhaawacmay, baakidhku wuxuu u baahan yahay in lagu qalabeeyo lakabyo ilaalin badan, taasoo keentay la'aanta cufnaanta tamarta guud. Ilaa 9.5%. Batteriga wareega ayaa leh qiimaha ugu hooseeya, laakiin cufnaanta tamarta ayaa yar. Shirkado yar ayaa doorta nooca batteriga, markaa saamiga suuqa waa qiyaastii 9.7%.;

(4) Qiimaha alaabta ceeriin ee korka ah aad bay isu beddeshaa. Waxaa saameeyay arrimo badan sida wareegga warshadaha, faafa, iyo xiisadaha caalamiga ah, qiimaha alaabta ceyriinka ah ee kor u kaca ee baytariyada korontada ayaa sii wadi doona inay kordhaan 2022.