Muna 2022, makakanganiswa nezvinhu zvakaita sedenda remuno uye inflation yekunze kwenyika, kudiwa kwemakemikari kwenguva pfupi, uye vagadziri vemuno vane dzvinyiriro yekubvisa zvinhu munguva pfupi. Panguva imwe chete, kusagadzikana kwemamiriro epasi rose kwakasunda kushanda kwepamusoro kwemitengo yemagetsi yakakura, izvo zvakakonzera kumanikidzwa kwakati pamutengo wepamusoro. Pane musiyano uri pachena. Zvimwe zvinhu zvakagadziriswa uye zvakaonekwa kuti mumakore maviri apfuura, mitengo yezvimwe zvigadzirwa yakakwira ne700%, uye nzvimbo yemusika yakaramba ichikura. Tichitarisira 2023, mukana uri kupi?
700% yakawedzerwa mukati memakore maviri, maodha ezvishandiso zvakarongwa gore rinouya
LithiumHydroxide: vagadziri vakawanda vepasi pemvura vakawanikwa
Mumamiriro ezvinhu emusika ekushomeka kwekupa uye kudiwa, lithium hydroxide yakatorwa nevagadziri vepasi pemvura.
Yahua Group yakazivisa kuti kambani iri pasi pekambani iyi, Yahua Lithium (Ya'an) nekambani yeSK yeAisi Kai New Energy (Shanghai), vakasaina chibvumirano chekupa lithium hydroxide ine bhatiri. Ya'an Lithium inoita kuti kubva muna 2023 kusvika 2025, ipe zvigadzirwa kubva kuAisi, zvine huwandu hwematani 20,000 kusvika 30,000.
Aiscai yakasainawo "Sales Contract (2023-2025)" neTianyi Lithium neSichuan Tianhua kuti vatengese zvigadzirwa zve lithium hydroxide zvemhando yebhatiri kuAiskai kutanga muna 2023, pasi pazvo chibvumirano ichi chinopa kutumirwa kwakafanana mwedzi wega wega uye kutumirwa kwegore negore kusingapfuure huwandu hwese hwakabvumiranwa muchibvumirano (mukati me ±10%).
Pamusoro pemakambani emabhatiri, makambani emotokari ari kukwikwidzanawo ne lithium hydrogen oxide. Mercedes-Benz yakazivisa chibvumirano neCanada-Germany Rock Tech Lithium. Paavhareji, yekutanga ichatenga matani zviuru gumi e lithium hydroxide yebhatiri kubva kune yekupedzisira gore rega rega, ine chiyero chekutengeserana che1.5 bhiriyoni euros. GM neLIG New Energy neLithium Technology Company Livent vakasaina chibvumirano chemakore mazhinji chekuona kuti zvinhu zvakakosha zvekugadzira mabhatiri emotokari dzemagetsi zvinotengeswa. Pakati pavo, Livent ichapa lithium hydroxide yebhatiri kuGeneral Motors mukati memakore matanhatu kutanga muna 2025.
Kubva pamaonero edata remusika, pamwe chete nekufambira mberi kuri kuita zvinhu zve lithium, kuvaka makambani ekugadzira munyu we lithium, uye kuwedzera kwemakambani matsva emagetsi, kuwanikwa nekudiwa kwe lithium hydroxide kuchiri muchikamu chakasimba, uye zvinotarisirwa kuramba zvichienderera mberi kusvika muna 2023.
PVDF: Mutengo wakakwira ka7, zvakaoma kuzadza mukaha wezvinhu zviripo
Sezvo musika uri kudzikira uchiramba uchikwira, musiyano wekuwanikwa uye kudiwa kwePVDF yebhatiri re lithium uri kuramba uchikwira, uye kugona kwekugadzira zvinhu zvisina kugadzirwa R142B kwakawandisa, uye kuwanikwa kwemusika kwakanyanya. Mutengo wemusika wePVDF yebhatiri re lithium wakwira kusvika pa700,000 yuan/tani, inova kanoda kusvika kanomwe kana tichienzanisa nemutengo wekutanga kwa2021.
Nekuda kwekusakwanisa kugadzira PVDF kwemabhatiri e lithium muChina, uye kugona kugadzira PVDF kwakajairika hakugone kushandurwa kuita PVDF yebhatiri re lithium munguva pfupi, kugadzirwa kwezvinhu zvakagadzirwa R142B kunodzorwa zvakanyanya uye kwakawedzerwa zvishoma nezvishoma, zvichikonzera kuburitswa zvishoma nezvishoma kwesimba rekugadzira PVDF yemabhatiri e lithium epamba. Zvakaoma kuigadzirisa. Nekuwedzera kuri kuita kutengeswa kwemotokari itsva dzemagetsi muhafu yechipiri yegore, musika wePVDF muna 2022 unotarisirwa kuchengetedza mamiriro ekubudirira kwepamusoro, kutsigira mitengo yePVDF, uye kubatsira makambani ePVDF kuwedzera kushanda kwavo kwegore negore.
PVP: Zuva rekutumira zvimwe zvigadzirwa richamiswa mumutsetse kusvika Ndira
Nekuda kwekunetsana kwakanyanya kwenzvimbo uye dambudziko remagetsi, kugona kwekugadzira kwemakambani makuru emakemikari ekuEurope kwaderera, maodha emakambani emuno akawedzera, uye vanhu vakakodzera kubva kuvagadziri vePVP vemuno vakati "zvigadzirwa zvine chekuita nePVP zvekambani zvine dambudziko guru, uye nguva yekutumira zvimwe zvigadzirwa yakarongwa kusvika gore rinouya. Ndira."
Mashoko anobatsira emugadziri wePVP akati kugona kwekugadzira PVP kwevagadziri vekuEurope kwadzikira zvakanyanya, uye huwandu hwakawanda hwemaodha ekunze kwenyika hwatanga kuendeswa kumakambani emuno. Parizvino, kambani iyi ine zvinhu zvinosvika matani chiuru zvePVP, uye zvimwe zvigadzirwa zvichaendeswa kumagumo kwegore kana kunyangwe Ndira gore rinouya.
Indasitiri yemagetsi ezuva nezuva: Odha kusvika 2030
Daqo Energy yakasaina Chibvumirano Chekutenga nemutengi. Zvinobvumiranwa muchibvumirano kuti mutengi anotarisirwa kutenga matani 148,800 emabhuroko eSun-level first-grade free-wash-wash kubva kuDaqo Energy kubva muna Ndira 2023 kusvika Zvita 2027, uye mari inofungidzirwa yekutenga i45.086 bhiriyoni yuan. Kubva muna 2022, Daqo Energy yakasaina zvibvumirano zvikuru zvisere zvinosvika mabhiriyoni mazana matatu nemakumi manomwe eyuan.
Longji Green Energy nemakambani ayo mapfumbamwe akasaina chibvumirano chekutenga zvinhu zvepolysilicon kwenguva refu nekambani yeDaqo Energy inonzi Inner Mongolia Daqo New Energy. Zvichienderana nechibvumirano ichi, huwandu hwezvinhu zvepolysilicon pakati pemapato maviri aya kubva muna Chivabvu 2023 kusvika Zvita 2027 hwaive matani mamiriyoni makumi maviri nemashanu nemazana maviri nemakumi maviri nemasere nemakumi maviri nemasere. Mari yese yechibvumirano ichi inosvika mabhiriyoni makumi matanhatu nenomwe nemakumi mashanu nematanhatu emamiriyoni eyuan.
Shuangliang Silicon Materials (Baotou) Co., LTD., kambani iri pasi peShuangliang Energy Saving Co., Ltd., yakasaina Chibvumirano chePolysilicon Purchase and Supply nemapoka akakodzera. Zvinobvumiranwa muchibvumirano ichi kuti Shuangliang Silicon Materials (Baotou) Co., Ltd. inotarisirwa kutenga matani 155,300 epolysilicon zvinhu kubva muna 2022 kusvika 2027, nemari inofungidzirwa kuti inosvika RMB 47.056 bhiriyoni.
Parizvino, indasitiri yemagetsi ezuva nezuva muChina ichiri kuratidza mafambiro akanaka ebudiriro. Muzvikamu zvitatu zvekutanga, mwero wekukura kweindasitiri yemagetsi ezuva nezuva unodarika 100%, uye kutengeswa kweindasitiri yemagetsi ezuva nezuva kunodarika mabhiriyoni makumi mana emadhora ekuAmerica, nekukura kwegore negore kweanoda kusvika 100%. Kubva pakutanga kwegore rino, makambani akawanda esimbi yesimbi akanyorwa agara achizivisa zviziviso zvikuru zvezvibvumirano, uye akasaina maodha ekutengesa esimbi ezuva refu anopfuura gumi, ayo ese anodarika matani mamiriyoni matatu uye huwandu hwacho hunodarika mabhiriyoni mazana masere eyuan. Inenge 92% yezvinobuda muindasitiri yesimbi yesimbi muna 2022 zvakavharirwa nemabhizinesi ari pasi, uye mamwe makondirakiti enguva refu akasainwa kusvika muna 2030.
Nzira itsva dzakadai sezvinhu zvitsva uye kudzoreredzwa kwezvinodiwa zvinotarisirwa kubuda muna 2023
Parizvino, indasitiri yemakemikari iri kuchinja kubva pakugadzira zvinhu zvikuru kuenda kukugadzira zvinhu zvemhando yepamusoro. Zvinhu zvitsva zvine mwero wakaderera wekupinda mumakambani ekuChina zvabuda, uye zvinhu zvitsva zvakaita sesilicon, lithium battery, POE, nezvimwe zvinhu zvitsva zviri kukurumidziswa. Panguva imwe chete, kudiwa kuri kuvhurwa zvishoma nezvishoma. Mhedzisiro yedenda muna 2023 yaderera zvishoma nezvishoma, uye kudiwa kunotarisirwa kukurumidzisa mikana yekudyara mari yenzira itsva.
Parizvino, mitengo yemakemikari makuru yadzikira uye iri pasi. Kubva musi wa2 Zvita, Chinese Chemical Product Price Index (CCPI) yakavharwa nemapoinzi 4,819, kudzikira kwe7.86% kubva pamapoinzi 5230 pakutanga kwegore rino.
Tinotenda kuti hupfumi hwenyika hunotarisirwa kukura zvishoma nezvishoma muna 2023, kunyanya hupfumi hwenyika hunotarisirwa kuunza danho idzva rekupora. Mutungamiriri weindasitiri achabudirira padanho rekugadzirisa kudiwa kwezvinhu. Pamusoro pezvo, nzira itsva dzakadai sezvinhu zvitsva uye kupora kudiwa kwezvinhu zvawedzera. Kurumidza kuburitswa. Muna 2023, tinotarisa pamhando nhatu dzezvigadzirwa:
(1) Biology yekugadzira: Kana zvinhu zvisina kabhoni, zvinhu zvakagadzirwa nefossil zvinogona kusangana nematambudziko makuru, zvinhu zvehupenyu zvichaunza shanduko huru nekushanda zvakanaka uye mabhenefiti emutengo. Mashandisirwo makuru mune dzimwe nzvimbo, biology yekugadzira, senzira itsva yekugadzira, inotarisirwa kuunza nguva yakanaka, uye kudiwa kwemusika kunotarisirwa kuvhurwa zvishoma nezvishoma.
(2) Zvinhu zvitsva: Kukosha kwekuchengetedzeka kwemakemikari muketani yezvekutengeswa kwezvinhu kunoratidzawo, kugadzwa kwehurongwa hwemaindasitiri hwakazvimiririra uye hunogona kudzorwa kwava pedyo, zvimwe zvinhu zvitsva zvinotarisirwa kukurumidzisa kuzadzikiswa kwekutsiviwa kwemumba, zvakaita semasefa emhando yepamusoro uye catalyst, zvinhu zvinonyungudutsa aluminium, maaerogel, zvinhu zvinofukidza electrode negative nezvimwe zvinhu zvitsva zvinopinda uye mugove wemusika zvichawedzera zvishoma nezvishoma, nzira itsva yezvinhu inotarisirwa kukurumidzisa kukura.
(3) Kuziviswa kwezvinodiwa nezvivakwa nevatengi: Nekuburitswa kwezviratidzo nehurumende zvekusunungura musika wezvivakwa nekuvandudza nzira chaiyo yekudzivirira nekudzora denda, kuvandudzwa kushoma kwemitemo yezvivakwa, kubudirira kwekushandiswa kwezvivakwa uye cheni yezvivakwa zvinotarisirwa kugadziriswa, uye zvigadzirwa zvemakemikari zvezvivakwa necheni yevatengi zvinotarisirwa kubatsirwa.
Nguva yekutumira: Zvita-20-2022