Muna 2023, China yakatumirwa yelithium bhatiri cathode zvinhu yakasvika 2.476 miriyoni matani, ine mwero wekupinda ungangoita 70% ye lithium iron phosphate.

Munguva pfupi yapfuura, masangano ekutsvagisa EVTank, Ivy Economic Research Institute, uye China Battery Industry Research Institute vakabatana vakaburitsa White Paper paKukudziridzwa kweChina Lithium ion Battery Positive Electrode Materials Industry (2024).Zvinoenderana nehuwandu hwemapepa machena, huwandu hwekutakura kwezvinhu zvakanaka e-electrode mabhatiri e-lithium-ion muChina hwaive matani 2.476 miriyoni muna 2023, kuwedzera kwegore negore kwe27.2%, zvichiratidza kudzikira kukuru kana zvichienzaniswa ne2022.
White Pepa paKuvandudza kweChina Lithium ion Battery Positive Electrode Materials Industry (2024)
Maererano neEVTank data, muna 2023, huwandu hwekutakura kwe lithium iron phosphate cathode zvinhu muChina yakasvika mamiriyoni 1.638 matani, gore negore kuwedzera kwe43,4%;Nhamba yekutakura kwezvinhu zveternary yaiva 664000 matani, kuwedzera kuduku kwe0.9% gore negore;Nhamba yekutakura ye lithium cobalt oxide yaiva 80000 tani, gore negore kuwedzera kwe2.6%;Nhamba yekutakura ye lithium manganese oxide yaiva 94000 tani, gore negore kuwedzera kwe36.2%;Mugove wemusika welithium iron phosphate cathode zvinhu mumusika wese wecathode zvinhu wasvika 66.1%, uchiwedzera kuwedzera zvichienzaniswa ne2022.
White Pepa paKuvandudza kweChina Lithium ion Battery Positive Electrode Materials Industry (2024)
Panyaya yehukoshi hwekubuda, bepa jena rinoratidza kuti huwandu hwese hwekubuda kweiyo China yakanaka electrode zvinhu indasitiri muna 2023 yaive 322.16 bhiriyoni yuan, gore negore kudzikira kwe26.6%.
Zvinoenderana nekuongorora kweEVTank, muna 2023, kudzikira kwemitengo yesimbi yakakwira kwakonzera kudzikira kwemitengo yezvinhu zvakasiyana siyana zvemagetsi emagetsi.Pakati pavo, mutengo wepagore welithium iron phosphate positive electrode zvinhu wakaderera kubva pa145000 yuan/ton muna 2022 kusvika pa85000 yuan/ton muna 2023. Mutengo wepagore wezvinhu zvakanaka zve electrode, zvinosanganisira ternary materials, lithium cobalt oxide zvinhu, uye lithium manganese oxide zvinhu, zvese zvakasangana nekuderera kwegore negore.
White Pepa paKuvandudza kweChina Lithium ion Battery Positive Electrode Materials Industry (2024)
Kubva pamaonero ekutumira mabhizinesi, Hunan Yuneng, kambani yelithium iron phosphate cathode material, uye Rongbai Technology, ternary cathode material company, yakamira pekutanga nezvikamu zvemusika zvinosvika 30% ne15% zvichiteerana.
Pakati pavo, mabhizinesi gumi epamusoro maererano nekutakura vhoriyamu yelithium iron phosphate zvinhu muna 2023 anosanganisira Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, uye Jiangxi Shenghua.Pakati pavo, mabhizinesi achangopinda epamusoro gumi ari Youshan Technology uye Jintang Times.
Makambani gumi epamusoro maererano nehuwandu hwekutakura kwezvinhu zveternary muna 2023 anosanganisira Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, uye Yibin Lithium Treasure. Yibin Lithium Treasure ndiyo kambani itsva yepamusoro gumi.Lithium cobalt oxide zvinhu kambani Xiamen Tungsten New Energy uye lithium manganese oxide zvinhu kambani Boshi High tech iri pachinzvimbo chekutanga nemasheya emusika anodarika 40% ne30% zvichiteerana.
Mubepa jena, EVTank yakaita tsvakiridzo yakadzama uye ongororo pahuwandu hwekutakura uye saizi yemusika yezvikamu zvakasiyana zvezvinhu zvakanaka zvemagetsi pasi rose uye muChina, maitiro emitengo emhando dzakasiyana dzezvinhu zvakanaka zvemagetsi emagetsi, nzvimbo inokwikwidza yemhando dzakasiyana dzemagetsi akanaka. zvinhu zvemabhizimisi, simbi dzokumusoro, midstream precursors, uye zasi kwemvura chikumbiro minda yakanaka electrode zvinhu, uye akasarudzwa mumiririri positive electrode zvinhu zvemabhizimusi nokuda benchmarking tsvakurudzo.Pahwaro uhwu, EVTank yakaita fungidziro yekutarisira kumberi kwepasirese neChinese kutumira kwemhando dzakasiyana dzezvinhu zvakanaka zve electrode kubva 2024 kusvika 2030 mubepa jena.