Cov khoom siv raw khoom - cov khoom siv cathode
Kev ua lag luam chaw: Cov khoom nyhav zoo rau feem ntau ntawm cov nqi ntawm nqi ntawm tes, ze li 40%. Raws li peb kev kwv yees, qhov kev thov rau 96,000 tons hauv 2013, thiab 2020 yog 5.3 npaug ntawm xyoo 2013, nrog rau cov tub ntxhais txhua xyoo kev loj hlob ntawm 27.2%. Los ntawm kev xav ntawm cov khoom siv thiab kev thov, cov khoom siv thiab kev tshuav nyiaj npaum li cas hauv 2015, tab sis qhov muaj peev xwm ua tiav siab ntev yog nyob rau hauv luv luv. Yog tias qhov kev nce tsis tiav, yuav tsis muaj peev xwm ua tau nyob rau hauv 2016, thiab cov lag luam hauv zos tau pib nthuav;
Kev sib tw sib txawv: Lub thoob ntiaj teb cathode khoom kev lag luam yog qhov peb lub hauv paus ntawm Tuam Tshoj, Nyiv thiab Kauslim, thiab qhov sib txawv hauv kev sib txeeb qauv no kuj sib tawg. Feem ntau ntawm cov tuam txhab cov ntaub ntawv cathode muab cov lithium hlau phosphate, uas tuaj yeem muab cov roj tsav tsheb licas rau lub tshuab hluav taws xob thiab siv cov ntawv tsav tsheb. Tsawg heev, Dangsheng Technology tau tsim nws txoj haujlwm tseem ceeb hauv thaj chaw ntawm high-end ternary cathode khoom;
Yav tom ntej txoj kev txhim kho: Vim muaj txiaj ntsig ntawm cov ntaub ntawv raw khoom thiab cov nqi tsim cov lag luam hauv tuam tsev, Japanese thiab Korean cov tuam txhab yuav xaiv tsim cov khoom lag luam hauv Suav rau yav tom ntej, uas yuav ua haujlwm kev lag luam yooj yim, thaum cov ntaub ntawv cathode cov kev lag luam yuav ntsib thoob ntiaj teb kev sib tw thiab thoob ntiaj teb sib txeeb .
2, cov ntaub ntawv raw ntws - cov khoom siv anod
Kev ua lag luam chaw: Raws li peb cov txheeb cais thiab kev kwv yees, lub ntiaj teb no thov rau cov ntaub ntawv anode hauv 2013 yuav ze rau 50,000 tons, thiab 2020 yuav yog tsib zaug ntawm xyoo 2013, nrog rau kev cog qoob luj ntawm 24.2%; ntiaj teb anode khoom overcapacity yog loj heev, thiab muaj peev xwm nyob rau hauv 2013 yog xav 2 lub sij hawm. Nyob rau hauv cov nqe lus ntawm kev thov thiab xav tau, muaj ntau heev ntawm ntiaj teb anode khoom muaj peev xwm, tab sis muaj ib tug txawv txawv nyob rau hauv lub tuam txhab, thiab high-kawg muaj peev xwm muab ceev. Raws li kev tsim khoom muaj peev xwm nce ntxiv, cov nqi khoom muag yuav tsum poob qis me ntsis;
Kev sib tw sib txawv: Lub lag luam rau anode cov ntaub ntawv yog mas concentrated, mas nyob rau Nyiajpoom Teb thiab Suav. Ob lub tshav puam tso nyiaj rau ntau tshaj 95% ntawm lub ntiaj teb tag nrho, thiab tseem nce; txoj kev ua lag luam yog pom meej meej los ntawm Nyiv mus rau Tuam Tshoj txoj kev lag luam; qhov kev hloov ntawm cov lag luam hauv kev lag luam yog maj mam tiav. Lub lag luam tawm ntawm cov tuam txhab ua lag luam xws li Betray tseem nce.
Kev loj hlob yav tom ntej: Raws li cov ntaub ntawv, qhov kev thov rau anode cov ntaub ntawv nyob hauv lub ntiaj teb no yog qhov tseem graphite thiab khoom neeg tsim graphite, uas sib koom ua ke rau ntau tshaj 90 feem pua ntawm cov kev sib qhia ua lag luam, uas cov duab graphite ntuj tshaj 50%, graphite artificial yog nce, thiab qhov sib hloov ntawm qhov graphite ntuj yog pom tseeb;
3, cov ntaub ntawv raw ntws - cov roj ntsha
Lub zos qhov chaw khiav dej num + muaj peev xwm nthuav tawm tau coj mus poob qis rau qhov nqi ntawm lithium hexafluorophosphate: Lithium hexafluorophosphate tau monopolized los ntawm cov tuam txhab Japanese thiab Korean vim hais tias muaj cov khoom siv ntau cov khoom siv, thiab cov nqi tau siab rau lub sijhawm ntev. Nyob rau hauv xyoo tsis ntev los no, nrog cov gradual acceleration ntawm lub localization ntawm tseem ceeb technologies los ntawm muaj feem xyuam cov tuam txhab nyob rau hauv Tuam Tshoj, tus nqi ntawm cov khoom tau raug txo. Ntawm qhov tod tes, qhov loj-scale peev expansion ntawm lithium hexafluorophosphate manufacturers yog ib qhov tseem ceeb rau cov poob hauv cov khoom nqi.
Qhov kev lag luam thiab tus qauv xav tau zoo dua tuaj, thiab tus nqi pheej yig dua ntxiv: Peb ntseeg hais tias nrog kev lag luam loj hlob ntawm lithium hexafluorophosphate, nrog rau kev lag luam nruab nrab nqi, tsis muaj kev txwv rau kev poob qis hauv cov khoom muag. Raws li peb cov txheeb cais thiab kev kwv yees, qhov kev thov rau lithium hexafluorophosphate hauv 2013 yog 0.78 lab tons. Hauv xyoo 2020, nws yuav yog 4.6 npaug ntawm xyoo 2013, nrog rau txhua xyoo kev loj hlob ntawm 24.2%. Raws li lub tswv yim nthuav tawm tam sim no tau tshaj tawm los ntawm lub ntiaj teb cov lag luam loj loj ntawm lithium hexafluorophosphate, tag nrho cov muaj peev xwm ntau lawm yuav tsum yog 20,000 tons. Tom qab xyoo 2016, yuav muaj qhov tsis txaus.
4, cov ntaub ntawv raw khoom - cov khoom siv roj ntsha
Nyiv thiab South Kauslim muaj peb tug ncej, Nyiv kev sib qhia tau poob qis, kev sib koom tes ntawm Tuam Tshoj thiab Kaus lim qab teb tau ua tsis tshua muaj zog, thiab Suav cov tuam txhab tau txais ib "nqi-rau-nqi" txoj kev loj hlob txhim kho kev lag luam . Nyob rau tib lub sij hawm, lub localization ntawm tseem ceeb raw khoom lithium hexafluorophosphate tau zoo heev zoo dua, txo manufacturing. nqi;
Los ntawm cov seem ntawm cov khoom thiab kev thov, tam sim no muaj peev xwm tseem muaj peev xwm ua tau raws li qhov kev thov. Tom qab xyoo 2016, yuav muaj qhov tsis txaus. Nyob rau tib lub sij hawm, kev ceev ntawm cov txheej txheem rau lub zos thiab kev tsim cov peev txheej ntau yuav ua rau poob nqi hauv cov nqi ntawm lithium hexafluorophosphate. Raws li qhov sib txawv nruab nrab ntawm kev thov thiab kev thov txo, tus nqi ntawm electrolyte drops. Chaw seem;
Lub tshuab ntsha roj yog ib txoj kev lag luam loj hnyav, cov neeg siv ntawv pov thawj ntev ntev, thiab nws yog ib qho tseem ceeb kom tswj tau cov neeg muaj txiaj ntsig zoo. Nrog txoj kev lag luam thiab cov mergers thiab cov khoom siv, kev lag luam yuav muaj qhov sib txawv ntawm kev sib txawv, thiab cov khoom lag luam hauv domestic yuav tsum concentrated rau ntawm ob peb lub tuam txhab;
5, cov ntaub qhwv raw - diaphragm
Lub ntiaj teb diaphragm lag luam yog dominated by lub lag luam oligopolistic tswj los ntawm ib tug tsawg tus tuam txhab nyob rau hauv Nyiv thiab teb chaws As Mes Lis Kas, thiab lub lag luam tawm ntawm South Kauslim thiab Suav manufacturers tau nce tsis ruaj;
Los ntawm cov seem ntawm cov khoom thiab kev thov, lub ntiaj teb no cais tam sim no oversupplied, tab sis mas yog cov khoom me me lithium roj teeb. Lub hwj chim cais cov roj teeb cais kuj tsis txaus. Lub tswv yim tsim kom muaj peev xwm ntxiv yuav tsum tau siv rau lub hwjchim roj teeb diaphragm. Txwv tsis pub, tej zaum yuav tsis muaj txaus txaus tom qab 2016;
Lub peev xwm ntawm kev lag luam hauv tsev tsis muaj nyiaj ntau. Txoj kev sib tw qhuav-kawg yog ob qho tib si muaj peev xwm tshaj tawm ntawm cov diaphragm tsawg kawg nkaus, lub siab npaj tsis txaus, thiab lub peev xwm ntawm cov khoom lag luam yog cov neeg txom nyem heev. Cov kws lag luam nrog cov txuj ci tseem ceeb tiag tiag tuaj yeem sawv;
