N 2022, zvinokanganiswa nezvinhu zvakaita sedenda rekunze Panguva imwecheteyo, nyonganiso yemamiriro ekunze epasi rese akasundira iyo yakakwirira-mashandiro emitengo yakakura, iyo yakakonzera imwe dzvinyiriro pamatanho ekukwira kumusoro. Pane kusiyanisa kuri pachena. Zvimwe zvinhu zvakadzorwa kunze uye wakawana kuti mumakore maviri apfuura, mitengo yezvimwe zvigadzirwa zvine mudenga ne700%, uye nzvimbo yemusika yakaramba ichiwedzera. Kutarisira 2023, kupi mukana uripi?
Iyo 700% yakawedzera mukati memakore maviri, mairairo ekushandisa zvinhu akarongwa gore rinotevera
LithiumHYDROXide: Multiple Downstream Vagadziri vakabayiwa
Pasi pemamiriro ezvinhu emusika wekushanda nesimba uye kudikanwa, lithium hydroxide yakabviswa nevanogadzira magadziri.
Yahaunda yeHua yakazivisa kuti kambani yekambani-yakavanzika-lownidiary yepoua lithium (ya'an) uye sk's Aisi Kai Energy (Shanghai) Akasaina Battery LitRroxide Supply Chibvumirano. Ya'an Ldhium inovimbisa kuti kubva pa2023 kusvika 2025, inopa zvigadzirwa kubva kuAisi, ine huwandu hwemakumi maviri kusvika makumi maviri kusvika makumi matatu ematani matani.
AISCAI yakasainawo "Contraction Contraction (2023-2025)" NaTianyi Lithium uye Sichuan Tianhua Chigadzirwa Mari yakabvumiranwa muchibvumirano (mukati megumi muzana).
Kuwedzera kumakambani bhatiri, makambani emakore emotokari ari kushingairira kukwikwidza lithium hydrogen oxide. Mercedes-Benz yakazivisa chibvumirano neCanada-Germany Rock Tech Lithium. Paavhareji, iyo yekutanga ichatenga matani gumi ezviuru zvebhatiri GM uye Lig New Energy uye Lithium Technology Kambani Live Yakasaina Makore mazhinji eChinyorwa kuti uve nechokwadi chekuti iyo kiyi yezvisikwa zvekugadzira magetsi emarakiti emarera. Pakati pavo, kurarara kuchapa battery -Grade lithium hydroxide kune general motors mukati memakore matanhatu kutanga muna 2025.
Kubva pamaonero emusika data, zvakasanganiswa neyazvino kuburitswa kwekukwira mabhebhi emabhandi, uye kuwedzera kwetsva simba, iyo yekupa uye inodikanwa yeLithium hydroxide ichiri muyero yakasimba, uye Inotarisirwa kuenderera kusvika 2023.
PVDF: ka7 times inokwira mumutengo, zvakaoma kuzadza iyo yekupa gap
Sezvo musika wekutsvaira uchiramba uchipfura kumusoro, kugovera Mutengo wemusika weLithium -battery PVDF yakakwira kusvika 700,000 Yuan / ton, iyo inenge inenge ina kanopera kana uchienzaniswa nemutengo wekutanga 2021.
Nekuda kweiyo shoma pvdf yekugadzirwa kweiyo lithium mabhatiri muChina, uye yakajairika PVDF yekugadzira mari yekubatwa neyakagadzirwa Iko kusunungurwa kusunungurwa kweiyo imba lithium battery pvdf zvigadzirwa zvekugadzira. Zvakaoma kuzviitira. Nekuwedzera kwekutengesa kwekutengesa mota nyowani muhafu yechipiri yegore, iyo PVDF Market
PVP: Zuva rekutumira rezvimwe zvigadzirwa zvichave nemabvumirano kuna Ndira
Pasi pepinji yekunetsana kwenzvimbo uye crisis yekugadzira yeEuropean yemakemikari yakaramba, uye vanhu vakakodzera vanobva kuPhomiti Pvp Vagadziri vakataura kuti "Iyo Computer's Pvp -Real Produclow ine yakakomba kumashure, uye Nguva yekuzvitakura yezvimwe zvigadzirwa yakaiswa kusvika gore rinouya. Ndira."
Sosi dzakakodzera dzePVP mugadziri razvino rekugadzira pvp yekugadzira kweEuropean magadziro akaderera zvakanyanya, uye nhamba huru yemirairo yemakungwa yakatanga kutsausa mabhizinesi epamba. Parizvino, kambani ine kumashure kwematani angangoita mazana mashanu ematani ePVP, uye kuendesa zvimwe zvigadzirwa zvinorongwa kusvika pakupera kwegore kana kwaJanuary gore rinouya.
Photovoltaic Indasitiri: Kurongeka Bhuku kusvika 2030
Daqo simba rakasaina chibvumirano chekutenga nemutengi. Izvo zvinobvumiranwa muchibvumirano icho mutengi anotarisirwa kutenga gumi nematanhatu ematani ezuva-ekutanga-giredhi emahara kubva muna Ndira 2027 kusvika munaDecember 20.086 bhiriyoni Yuan. Sezvo 2022, DAQO simba yakasaina zvibvumirano zvisere zvikuru zvinosvika pamabhiriyoni mazana matatu nemakumi matatu.
Longji Green Energy uye nzizi dzayo pfumbamwe dzakasaina chibvumirano chekutenga chePolysiciicon neDaqo Energy Sulliary Sekureva kwechibvumirano, huwandu hwekutengeserana hwezvinhu zvePolysilic Iyo yakazara huwandu hwechibvumirano ichi ingangoita 67.156 bhiriyoni Yuan.
Shuangliang Silicon Zvigadzirwa (Baotou) Co, LTD., ALLLY INDIDIRY YESSUANGLIANG YEMAHARA YEMAHARA COLYSICON YAKASHURE UYE KUDZIVA PENYAYA DZAKANAKA. Izvo zvinobvumirana muchibvumirano ichi cheShuangliang Silicon zvinhu (Batou) Co, Ltd. Inotarisirwa kutenga zvinhu zvePolslicon kubva pa2022 kusvika 2027, ine huwandu hwekutenga hweRMB 47.056 bhiriyoni.
Parizvino, indasitiri yeChina yeChina ichiripo ichireva hutano hwakanaka. Muzvikamu zvitatu zvekutanga, huwandu hwekukura kweindasitiri ye Photosvoltaic inodarika 100%, uye kutumira kweshanduru yeThivavoc Kubva pakutanga kwegore rino, akati wandei makambani akanyorwa silic Vanenge 92% yezvikamu zvezvakabuda silicon indasitiri mu2002
Matsva matsva senge matsva ezvitsva uye zvinodikanwa kupora zvinotarisirwa kubuda muna 2023
Parizvino, indasitiri yemakemikari iri kushanduka kubva mukugadzira-shandisa kugadzirwa kusvika pakakwirira-kugadzirwa. Zvishandiso zvitsva zvine mwero wepazasi mumabhizimusi eChinese mumabhizimusi akamera, uye zvinhu zvitsva zvakadai seSilicon zvinhu, lithium bhatiri, poe, uye zvinhu zvitsva zvinokurudzirwa. Panguva imwecheteyo, kudzikisira kwakavhurwa zvishoma nezvishoma. Iko kukanganiswa kwedenda mune 2023 kwakapfeka zvishoma nezvishoma, uye kudikanwa kunotarisirwa kukurudzira mikana yekudyara yeiyo track.
Parizvino, mitengo yemakemikari makuru akawa uye ari muzasi renzvimbo. Kubva munaDecember 2, iyo Chinese Chemical Chigadzirwa Mutengo Index (CCPI) Yakavharwa pa 4,819 Points, kuderera kwe7,86% kubva pa5330 mapoinzi pakutanga kwegore rino.
Isu tinotenda kuti hupfumi hwenyika hunotarisirwa kukura zvishoma nezvishoma muna 2023, kunyanya hupfumi hwezvimwe zvinhu zvinotarisirwa kuunza kutenderedza kutsva kwekupora. Iyo indasitiri mutungamiri anozowana kukura kwekuita padanho rekugadziriswa kwekugadziriswa. Mukuwedzera, madhiri matsva akadai sezvinhu zvitsva uye zvinodikanwa kupora zvakaputika. Sununguko kusunungurwa. Yemakore 2023, isu tinotarisa pamapoka matatu ezvigadzirwa:
(1. Mahombekombe ehukuru -scale ekushandisa mune mamwe minda, siology system yekugadzira, senzira itsva yekugadzira, inotarisirwa kuunza mune yakanaka nguva, uye kuda kwemusika kunotarisirwa kuvhura zvishoma nezvishoma.
. . track inotarisirwa kukurumidza kukura.
. inotarisirwa kugadziriswa, uye rezvivakwa uye vatengi keteni kemari zvigadzirwa zvinotarisirwa kubatsira.
Kutumira Nguva: Dec-20-2022