Pa2022 World Power Battery Conference, Zeng Yuqun, sachigaro weCATL (300750) (SZ300750, mutengo wemasheya 532 yuan, kukosha kwemusika 1.3 trillion yuan), akataura kuti mabhatiri akasiyana neoiri.Oiri yaenda mushure mekushandiswa, uye zvizhinji zvezvinhu zviri mubhatiri Zvose zvinodzokororwa."Tora Bangpu yedu semuenzaniso, mwero wekudzoreredza nickel, cobalt, uye manganese wasvika 99.3%, uye mwero wekudzoreredza welithium wasvikawo pamusoro pe90%.
Zvisinei, chirevo ichi chakabvunzwa nevanhu vane chokuita ne "Lithium King" Tianqi Lithium Industry (002466) (SZ002466, mutengo wemari 116.85 yuan, kukosha kwemusika 191.8 bhiriyoni yuan).Sekureva kweSouthern Finance, mumwe munhu kubva kudhipatimendi rekuchengetedza mari yeTianqi Lithium Indasitiri akataura kuti kudzokorodza kwelithium mumabhatiri e-lithium kunogoneka, asi kudzokorodza kwakakura uye kushandiswazve hakugone kuwanikwa mumashandisirwo ekutengesa.
Kana zvisingaite zvine musoro "kukurukura nezve recycling mwero parutivi kubva pakudzokorodza vhoriyamu", zvino iko iko kudzokorodza kwezviwanikwa kuburikidza nekudzokorodza kwebhatiri kugutsa kudiwa kwemusika kwerithium zviwanikwa?
Battery recycling: izere nemafungiro, ganda rechokwadi
Yu Qingjiao, sachigaro weBattery Committee ye100 uye munyori-mukuru weZhongguancun (000931) New Battery Technology Innovation Alliance, akataura mubvunzurudzo yeWeChat nemutori wenhau kubva ku "Daily Economic News" musi waChikunguru 23 kuti ikozvino kupihwa kwe lithium kuchiri. inovimba nemhiri kwemakungwa lithium zviwanikwa nekuda kwehukuru hwekudzokorodza bhatiri.Zvishoma nezvishoma.
"Iyo theoretical recycling vhoriyamu yeakashandiswa mabhatiri e-lithium-ion muChina muna 2021 yakakwira kusvika matani 591,000, iyo theoretical recycling vhoriyamu yemabhatiri emagetsi akashandiswa i294,000 matani, theoretical recycling vhoriyamu ye3C uye diki simba rinoshandiswa lithium-ion mabhatiri. i242,000 matani, uye theoretical recycling vhoriyamu yezvimwe zvine chekuita netsvina Hurukuro i55,000 matani.Asi izvi zviri mudzidziso chete.Asi izvo, nekuda kwezvinhu zvakaita sematanho asina kunaka ekudzokorodza, huwandu chaihwo hwekudzokorodza huchadzikiswa, "Yu Qingjiao akadaro.
Mo Ke, muongorori mukuru weChokwadi Lithium Research, akaudzawo vatori venhau mubvunzurudzo yefoni kuti Tianqi Lithium ndeyechokwadi kutaura kuti "hazvisati zvaitwa nekutengeserana" nekuti kuoma kukuru iko zvino ndere nzira yekudzokorodza mabhatiri."Parizvino, kana uine magwaro, ibhizinesi rekuti lithium bhatiri recycling, uye huwandu hwemabhatiri akashandiswa hwaanogona kudzokorodza hunenge 10% kusvika 20% yemusika wese."
Lin Shi, mutevedzeri wemunyori mukuru weIntelligent Network Professional Committee yeChina Communications Industry Association, akaudza vatori venhau mubvunzurudzo yeWeChat kuti: "Tinofanirwa kuterera zvakataurwa naZeng Yuqun: 'Panosvika 2035, tinogona kugadziridza zvinhu kubva kumabhatiri akarega kuenda. kuita zvinodiwa nevanhu vakawanda.Chikamu chekudiwa kwemusika', ingori 2022, ndiani anoziva zvichaitika mumakore gumi nematatu?
Lin Shi anotenda kuti kana ichigona kutengeswa pamwero mukuru mumakore anopfuura gumi, zvinhu zvelithium zvicharamba zvichitya zvakanyanya munguva pfupi iri kutevera."Mvura iri kure haigoni kupedza nyota."
“Ichokwadi, tese tiri kuona iko zvino kuti mota nyowani dzemagetsi dziri kukura nekukurumidza, mabhatiri akazara, uye zvigadzirwa zviri kushomekawo.Ini ndinofunga iyo ikozvino bhatiri recycling indasitiri ichiri mudanho rekufungidzira.Ndichiri netariro pamusoro pemakambani akanyorwa e-lithium zvinhu muhafu yechipiri yegore.Ichi chikamu cheindasitiri Mamiriro ezvinhu e-lithium-inoshomeka zvinhu zvakaoma kuchinja, ”akadaro Lin Shi.
Zvinogona kuoneka kuti iyo simba bhatiri recycling indasitiri ichiri muchikamu chekutanga chebudiriro.Zvakaoma kuzadza gap rekupa yelithium zviwanikwa kuburikidza nekugadzirisazve zviwanikwa.Saka izvi zvinogoneka here mune ramangwana?
Yu Qingjiao anotenda kuti mune ramangwana, nzira dzekudzokorora bhatiri dzichava imwe yenzira huru dzekugovera nickel, cobalt, lithium nezvimwe zviwanikwa.Zvinofungidzirwa kuti mushure megore ra2030, zvinokwanisika kuti 50% yezviwanikwa zviri pamusoro zvichabva mukudzokorodza zvakare.
Indasitiri Pain Point 1: Mari yakaipa inodzinga mari yakanaka
Kunyange zvazvo "yakanaka izere", nzira yekuziva iyo yakanaka yakaoma zvikuru.Kune makambani ekudzoreredza mabhatiri emagetsi, vachiri kutarisana nemamiriro ezvinhu anonyadzisa ekuti "mauto enguva dzose haakwanise kukunda mashopu madiki."
Mo Ke akati: "Kutaura zvazviri, mabhatiri mazhinji anogona kutorwa izvozvi, asi mazhinji acho anotorwa neworkshop madiki asina magwaro."
Sei chiitiko ichi che "mari yakaipa inodzinga mari yakanaka" ichiitika?Mo Ke akati mushure mekunge mutengi atenga mota, bhatiri nderemutengi, kwete mugadziri wemotokari, saka uyo ane mutengo wepamusoro ndiye anozoiwana.
Mashopu madiki anogona kazhinji kupa mitengo yakakwira.Mumwe mushandi wemuindasitiri akamboshanda semukuru pane imwe kambani inotungamira yekudzokorodza mabhatiri akaudza mutori wenhau weDaily Economic News parunhare kuti kubhadharisa kwakanyanya kwaive nekuti musangano diki uyu hauna kuvaka zvivakwa zvinotsigira zvinoenderana nezvinodiwa nemirairo, yakadai. sezvo kuchengetedzwa kwezvakatipoteredza kurapwa, Sewage kurapwa uye zvimwe midziyo.
“Kana indasitiri iyi ichida kusimukira zvine hutano, inofanirwa kuita mari inoenderana.Semuenzaniso, pakudzokorodza lithium, pachange paine tsvina, mvura yemarara, uye gasi remarara, uye nzvimbo dzekuchengetedza nharaunda dzinofanirwa kuvakwa. "Indasitiri yataurwa pamusoro apa yakati mari muzvivakwa zvekuchengetedza zvakati wandei.Hongu, inogona kudhura nyore kudarika bhiriyoni imwe yeyuan.
Iyo indasitiri yemukati yakati mutengo wekudzoreredza tani imwe yelithium inogona kunge iri zviuru zvakati wandei, izvo zvinobva munzvimbo dzekuchengetedza nharaunda.Hazvibviri kuti madiki madiki maworkshops aite mari mairi, saka vanogona kukwidza kumusoro mukuenzanisa, asi kutaura zvazviri Izvo hazvibatsiri mukusimudzira indasitiri.
Indasitiri Pain Point 2: Sky-yakakwirira Mutengo weWaste Battery
Pamusoro pezvo, nemitengo yakakwira yemabhatiri akakwira, makambani ekudzoreredza mabhatiri emagetsi akatarisanawo nedambudziko re “mitengo yepamusoro yemabhatiri akarega basa” inokwidza mitengo yekudzokorodza.
Mo Ke akati: "Kuwedzera kwemitengo munzvimbo yekumusoro yezviwanikwa kuchaita kuti divi rekuda ritarise zvakanyanya pandima yekudzokorodza.Pakave nenguva mukupera kwegore rapfuura uye kutanga kwegore rino mabhatiri ekushandisa aidhura kupfuura mabhatiri matsva.Ichi ndicho chikonzero. "
Mo Ke akataura kuti kana mapato ari pasi pemvura akasaina zvibvumirano nemakambani anodzokorodza, vanobvumirana pane zvekushandisa.Munguva yakapfuura, rutivi rwekudiwa rwaiwanzofuratira kuti chibvumirano chacho chakanyatsozadzikiswa here, uye chakanga chisinganyanyi kuva nehanya nehuwandu hwezviwanikwa zvakare.Nekudaro, kana mitengo yezvishandiso ichikwira zvakanyanya, kuitira kuderedza mutengo, ivo vanozoda makambani ekudzokorodza Kunyatsozadzisa chibvumirano chinomanikidza makambani ekudzokorodza kubvuta mabhatiri akashandiswa uye kukwidza mutengo wemabhatiri akashandiswa.
Yu Qingjiao akati maitiro emutengo wemabhatiri e-lithium akashandiswa, mahwendefa e electrode, bhatiri dema poda, nezvimwe zvinowanzochinja nemutengo wezvinhu zvebhatiri.Kare, nekuda kwekukwira kwemitengo yezvinhu zvebhatiri uye kukwirisa kwemaitiro ekufungidzira akadai se "hoarding" uye "hype", mabhatiri emagetsi akashandiswa Mitengo yekudzokorodza zvakare yakawedzera zvakanyanya.Munguva pfupi yapfuura, sezvo mitengo yezvinhu zvakaita selithium carbonate yakagadzikana, kushanduka kwemitengo mukudzokororwa kwemabhatiri emagetsi akashandiswa kwave kunyorova.
Saka, maitiro ekugadzirisa matambudziko ataurwa pamusoro apa e "mari yakaipa inodzinga mari yakanaka" uye "matenga-yakakwirira mitengo yemabhatiri akashandiswa" uye kukurudzira kukura kwehutano hwebhatiri recycling industry?
Mo Ke anotenda kuti: “Mabhatiri emarara migodhi yemudhorobha.Kumakambani anogadzira patsva, vanotenga 'migodhi'.Chavanofanira kuita kutsvaga nzira dzekuti vaone kuti ivo pachavo vanowana 'migodhi'.Ehe, nzira yekudzikamisa 'migodhi' Mutengo zvakare ndeimwe yedzakanyanya kutarisisa, uye mhinduro ndeyekugadzira yayo pachayo nzira dzekudzokorora."
Yu Qingjiao akapa mazano matatu: “Chokutanga, itai kuronga kwepamusoro-soro kubva padanho renyika, panguva imwe chete simbisai mitemo yetsigiro nemirau yemitemo, uye kuenzanisa indasitiri yekudzokorodza mabhatiri;chechipiri, kunatsiridza kudzokorodza kwebhatiri, kufambisa, kuchengetedza uye mamwe mazinga, uye kuvandudza tekinoroji nemhando dzebhizinesi, kunatsiridza mwero wekudzokorodza kwezvinhu zvakakosha uye kuwedzera purofiti yekambani;chechitatu, kudzora kurongeka, kusimudzira kuitwa kwezvirongwa zvekuratidzira nhanho nhanho uye kuchinjika kumamiriro enzvimbo, uye chenjerera kuvhura mapurojekiti ekushandiswa kwenzvimbo.
Nguva yekutumira: Zvita-23-2023