n 2022, yakakanganiswa nezvinhu zvakaita sedenda repamba uye inflation yemhiri kwemakungwa, kudiwa kwemakemikari kwenguva pfupi-pfupi, uye vagadziri vepamba vane de -inventory kumanikidzwa munguva pfupi.Panguva imwecheteyo, mhirizhonga yemamiriro ekunze kwenyika yakasundidzira kushanda kwepamusoro-soro kwemitengo yakakura yesimba, izvo zvakakonzera kumwe kudzvinyirira pakupera kwemutengo wepamusoro.Pane kusiyanisa kuri pachena.Zvimwe zvinhu zvakagadziriswa uye zvakaonekwa kuti mumakore maviri apfuura, mitengo yezvimwe zvigadzirwa yakakwira ne700%, uye nzvimbo yemusika yakaramba ichiwedzera.Kutarisira 2023, mukana uripi?
Iyo 700% yakawedzera mukati memakore maviri, iyo mbishi maodha akarongerwa gore rinouya
LithiumHydroxide: vagadziri vakawanda pasi pemvura vakasimudzwa
Pasi pemamiriro emusika ekupa kwakasimba uye kudiwa, lithium hydroxide yakabvutwa nevagadziri vepasi.
Yahua Group yakazivisa kuti kambani inotsigira zvizere Yahua Lithium (Ya'an) uye SK's Aisi Kai New Energy (Shanghai) vakasaina bhatiri-level lithium hydroxide supply contract.Ya'an Lithium inova nechokwadi chekuti kubva 2023 kusvika 2025, inopa zvigadzirwa kubva kuAisi, ine huwandu hwemakumi maviri kusvika makumi matatu emakumi matatu ematani.
Aiscai akasainawo "Sales Contract (2023-2025)" neTianyi Lithium neSichuan Tianhua kutengesa bhatiri giredhi lithium hydroxide zvigadzirwa kuAiskai kutanga muna 2023, pasi payo chibvumirano chinopa kutakura yunifomu mwedzi wega wega uye kutumira kwegore kusingapfuure iyo yakazara. mari yakabvumiranwa muchibvumirano (mukati me ± 10%).
Pamusoro pemakambani ebhatiri, makambani emotokari ari kukwikwidzawo kune lithium hydrogen oxide.Mercedes-Benz yakazivisa chibvumirano neCanada-Germany Rock Tech Lithium.Paavhareji, yekutanga ichatenga 10,000 matani ebhatiri-giredhi lithium hydroxide kubva kune yekupedzisira gore rega rega, ine chiyero chekutengeserana che 1.5 bhiriyoni euros.GM neLIG New Energy uye Lithium Technology Company Livent yakasaina makore mazhinji echibvumirano kuti ive nechokwadi chekuti zvakakosha zvekugadzira mabhatiri emotokari yemagetsi.Pakati pavo, Livent ichapa bhatiri -giredhi lithium hydroxide kuGeneral Motors mukati memakore matanhatu kutanga muna 2025.
Kubva pakuona kwedata remusika, pamwe chete nekufambira mberi kwekusimudzira kweLithium zviwanikwa, kuvakwa kwemabhizinesi ekugadzirisa munyu welithium, uye kuwedzera kwemabhizinesi matsva emagetsi ekudzika, kupihwa uye kudiwa kwelithium hydroxide kuchiri muchiyero chakasimba, uye inotarisirwa kuenderera mberi kusvika 2023.
PVDF: 7 nguva ichikwira mumutengo, zvakaoma kuzadza iyo gap rekupa
Sezvo musika wepasi uchiramba uchipisa, gap rekupa uye kudiwa kwe lithium bhatiri PVDF rinoramba richiwedzera, uye huwandu hwekugadzirwa kwezvinhu R142B hwakaremerwa, uye kuwanikwa kwemusika kwakakomba.Mutengo wemusika welithium -battery PVDF wakakwira kusvika pa700,000 yuan/ton, inova kanokwana kanomwe kana ichienzaniswa nemutengo wekutanga 2021.
Nekuda kwekushomeka kwePVDF kugadzirwa kwemabhatiri eLithium muChina, uye yakajairwa PVDF kugadzirwa kwesimba haigone kushandurwa kuita lithium bhatiri -level PVDF munguva pfupi, kuvakwa kwezvinhu zvakasvibirira R142B kunodzorwa nekuwedzerwa zvishoma nezvishoma, zvichikonzera iyo inononoka kuburitswa kwemukati lithium bhatiri PVDF kugadzirwa kwesimba.Zvakaoma kuzvigadzirisa.Nekuwedzera kwekuwedzera kwekutengesa kwemotokari nyowani dzemagetsi muhafu yechipiri yegore, musika wePVDF muna 2022 unotarisirwa kuchengetedza nyika yakabudirira, kutsigira mitengo yePVDF, uye kubatsira makambani ePVDF kuwedzera mashandiro avo epagore.
PVP: Zuva rekutumira rezvimwe zvigadzirwa richaiswa mumutsara kuna Ndira
Pasi pepiniki yekunetsana kwenzvimbo uye dambudziko resimba, huwandu hwekugadzira kwevakuru vemakemikari eEurope hwadzikira, maodha emakambani epamba awedzera, uye vanhu vakakodzera kubva kune vagadziri vePVP vepamba vakati "zvigadzirwa zvekambani zvine chekuita nePVP zvine basa rekupedzisira, uye nguva yekuendesa yezvimwe zvigadzirwa yakaverengerwa kusvika gore rinouya.Ndira."
Akakodzera masosi emugadziri wePVP akati huwandu hwazvino hwekugadzira PVP hwevagadziri vekuEurope hwadzikira zvakanyanya, uye nhamba huru yemirairo yekunze yatanga kutsaudzira kumabhizinesi epamba.Parizvino, kambani ine kuseri kwematani angangoita 1000 ezvigadzirwa zvePVP, uye kuendeswa kwezvimwe zvigadzirwa kwakarongwa kusvika pakupera kwegore kana kunyange Ndira gore rinouya.
Photovoltaic indasitiri: Odha bhuku kusvika 2030
Daqo Energy yakasaina Chibvumirano cheKutenga nemutengi.Zvinobvumiranwa mukondirakiti kuti mutengi anotarisirwa kutenga matani zana nemakumi mana nesere emazana masere eSun-level rekutanga giredhi remahara-wash blocks kubva kuDaqo Energy kubva muna Ndira 2023 kusvika Zvita 2027, uye mari inofungidzirwa kutenga inosvika mabhiriyoni makumi mana neshanu nemakumi masere nematanhatu.Kubva 2022, Daqo Energy yakasaina zvibvumirano zvakakura zvisere zvinosvika mabhiriyoni mazana matatu nemakumi manomwe emadhora.
Longji Green Energy nemakambani ayo mapfumbamwe akasaina chibvumirano chekutenga kwenguva refu yepolysilicon zvinhu neDaqo Energy inotsigira Inner Mongolia Daqo New Energy.Zvinoenderana nechibvumirano, huwandu hwekutengesa kwezvinhu zvepolysilicon pakati pemapato maviri kubva muna Chivabvu 2023 kusvika Zvita 2027 yaive 25.128 miriyoni matani.Huwandu hwekondirakiti iyi hunosvika 67.156 bhiriyoni yuan.
Shuangliang Silicon Materials (Baotou) Co., LTD., inotsigira zvizere zveShuangliang Energy Saving Co., Ltd. yakasaina Polysilicon Purchase and Supply Contract nemapato akakodzera.Zvinobvumiranwa muchibvumirano ichi kuti Shuangliang Silicon Materials (Baotou) Co., Ltd. inotarisirwa kutenga 155,300 matani e polysilicon zvinhu kubva 2022 kusvika 2027, ine inofungidzirwa kutenga huwandu hweRMB 47.056 bhiriyoni.
Parizvino, indasitiri yephotovoltaic yeChina ichiri kuratidza maitiro akanaka ebudiriro.Muzvikamu zvitatu zvekutanga, chiyero chekukura kweindasitiri ye photovoltaic inopfuura 100%, uye kutengeswa kweindasitiri ye photovoltaic inopfuura mabhiriyoni makumi mana emadhora emadhora emadhora, nekukura kwegore negore kunosvika 100%.Kubva kutanga kwegore rino, makambani akati wandei akanyorwa esilicon agara achizivisa zviziviso zvikuru zvekondirakiti, uye akasaina anopfuura gumi enguva refu ekutengesa masilicon odha, saizi yacho inodarika matani emamiriyoni matatu uye huwandu hunodarika 800 bhiriyoni yuan.Zvingangoita makumi mapfumbamwe neshanu muzana ezvakabuda muindasitiri yesilicon muna 2022 zvakavharwa nemabhizinesi epasi, uye zvimwe zvibvumirano zvenguva refu zvakasainwa kusvika 2030.
Maturu matsva akadai semidziyo mitsva uye kudzoreredzwa kwekuda kunotarisirwa kubuda muna 2023
Parizvino, indasitiri yemakemikari iri kusimuka kubva pakugadzira-hombe kuenda kumhando yepamusoro yekugadzira.Zvishandiso zvitsva zvine mwero wakaderera wekupinda mumabhizinesi eChinese zvabuda, uye zvinhu zvitsva zvakaita sesilicon zvinhu, lithium bhatiri, POE, uye zvinhu zvitsva zvinokurumidza.Panguva imwecheteyo, kudiwa kwepasi kunovhurwa zvishoma nezvishoma.Kukanganisa kwedenda muna 2023 kwakadzikira zvishoma nezvishoma, uye kudiwa kunotarisirwa kusimudzira mikana yekudyara ye track nyowani.
Parizvino, mitengo yemakemikari makuru yadonha uye iri pasi pasi.Kubva muna Zvita 2, iyo Chinese Chemical Product Price Index (CCPI) yakavhara pa4,819 mapoinzi, kuderera kwe7.86% kubva pa5230 mapoinzi pakutanga kwegore rino.
Tinotenda kuti hupfumi hwepasi rose hunotarisirwa kukura zvakadzikama muna 2023, kunyanya hupfumi hwenyika hunotarisirwa kuunza danho idzva rekugadzirisa.Mutungamiriri weindasitiri achawana kukura kwekuita padanho rekugadzirisa zvinodiwa.Pamusoro pezvo, makwara matsva akadai semidziyo mitsva uye kudzoreredza kudiwa kwakaputika.Kasira kusunungurwa.Muna 2023, isu tinotarisa pazvikamu zvitatu zvezvigadzirwa:
(1) Synthetic biology: Mumashure mekusarerekera kwekabhoni, zvisaririra-zvakavakirwa zvinhu zvinogona kutarisana nekupidigura, zvinhu zvebiological zvinhu zvinounza shanduko ine mashandiro akanaka uye mutengo wakanaka.Yakakura-zviyero zvikumbiro mune mamwe minda, synthetic biology, senzira nyowani yekugadzira, inotarisirwa kuunza munguva inoshamisa, uye kudiwa kwemusika kunotarisirwa kuvhurika zvishoma nezvishoma.
(2) Zvishandiso zvitsva: Kukosha kwekuchengetedzwa kwemakemikari ekuchengetedza cheni kunowedzera kujekesa, kumisikidzwa kweyakazvimiririra uye inodzoreka maindasitiri sisitimu yave pedyo, zvimwe zvinhu zvitsva zvinotarisirwa kukurumidzira kuzadzikiswa kwekutsiva mudzimba, senge yakakwira-inoshanda molecular sieve uye catalyst. , aluminium adsorption materials, aerogels, negative electrode coating materials uye zvimwe zvinhu zvitsva permeability uye kugovaniswa kwemusika kuchawedzera zvishoma nezvishoma, iyo nyowani yezvinhu track inotarisirwa kukurumidza kukura.
(3) Kuzarurwa kwezvivakwa & kudiwa kwevatengi: Nekuburitswa kwehurumende kwemasaini ekusunungura musika wezvivakwa uye kugadzirisa iyo chaiyo yekudzivirira uye yekudzora nzira yedenda, kuvandudzwa kwemiganhu yezvivakwa zvezvivakwa, budiriro yekushandisa uye real estate cheni. inotarisirwa kugadzirwa, uye real estate uye vatengi cheni cheni zvigadzirwa zvemakemikari zvinotarisirwa kubatsirwa.
Nguva yekutumira: Zvita-20-2022