Muna Mbudzi 2023, kugadzirwa kweChina kwelithium iron phosphate kwakadzikira nekukurumidza, pasi ne10% kubva muna Gumiguru, zvakaenzana nekudzikira kwe6GWh yemasero ebhatiri: kupera simba kwekuchengetedza simba kunofambiswa nekupera kwemagetsi hakuna kuratidza zviratidzo zvekuvandudza, uye "simba". haifambi uye simba rekuchengetedza harichengetwi”.Kudzika kwemvura kudiwa kwakaderera pane kunotarisirwa, nekuderera kukuru kwemirairo yekutenga yepakati pemwedzi, izvo zvakaderedza kufarira kwekugadzirwa kwe lithium iron phosphate enterprises;Kurumidza chigadzirwa iteration uye kukwidziridzwa, yakakwira frequency yekugadzira mutsara kugadzirisa, uye kudzikira kwegoho rechigadzirwa.
Panyaya yekubuda
Muna Mbudzi 2023, kugadzirwa kweChina kwelithium iron phosphate kwaive matani 114000, kuderera kwegumi muzana pamwedzi uye 5% gore-pagore, nekuwedzera kwegore negore kuwedzera kwe34%.
Mufananidzo 1: Kugadzirwa kwe lithium iron phosphate muChina
Mufananidzo 1: Kugadzirwa kwe lithium iron phosphate muChina
MuQ4 2023, mutengo we lithium carbonate, iyo huru mbishi zvinhu, ichaderera.Makambani ebheteri maseru epasi anozonyanya kutarisisa kudzikisa midziyo, kudzikisira kudzoserwa kwezvinhu uye zvigadzirwa, uye kudzvanyirira kudiwa kwelithium iron phosphate.Panyaya yemutengo, kudzikira kwemitengo mikuru yezvigadzirwa munaNovember kwadzikisira mutengo wekugadzira wesimbi lithium zvinhu.Padivi rekupa, munaNovember, mabhizinesi esimbi neLithium akaramba achiisa pamberi pekutengesa uye kuderedza kupera kwechigadzirwa hesiti, zvichikonzera kudzikira kwakanyanya mukuwanikwa kwese mumusika.Kudivi rekuda, sezvo kupera kwegore kunosvika, makambani emagetsi uye ekuchengetedza bhatiri emagetsi anonyanya kutarisa pakubvisa chigadzirwa chakapedzwa uye kuchengetedza zvakakosha kutenga, zvichikonzera kushomeka kudiwa kwezvinhu zvelithium iron phosphate.Kubva Zvita 2023 kusvika kuQ1 2024, iyo yechinyakare off-mwaka bearish mamiriro mumusika yakaramba yakasimba, uye kudiwa kwe lithium iron phosphate kwakadzikira.Mazhinji mabhizinesi e-lithium iron phosphate ari kutanga kudzikisira kugadzirwa uye achaona kudzikira kukuru mukugadzirwa.
Zvinotarisirwa kuti kugadzirwa kwe lithium iron phosphate muChina kuchava matani 91050 munaDecember 2023, nemwedzi pamwedzi uye gore negore shanduko ye -20% uye -10%, maererano.Aka ndekekutanga kubva muna Chivabvu 2023 kuti kugadzirwa kwepamwedzi kunodonha pasi pe100000 ton mark.
Panyaya yesimba rekugadzira
Kubva pakupera kwa2023, huwandu hwekugadzira mudzimba hwe lithium iron phosphate hunodarika mamirioni mana ematani.
Iyo yekugadzira dhizaini yelithium iron phosphate inotongwa nekudyara kwemari kubva kuhofori, kugara uchishandiswa mumabhangi nekadhi swiping, kushanda pamwe chete kubva kuhurumende, mabhizinesi, uye mari, uye kukwikwidza kubva kumatunhu akasiyana kuti uwane imwe kumhanya.Lithium iron phosphate mapurojekiti ari kukura kwese kwese, ane mavara, uye mhedzisiro yacho haina kuenzana.Pasinei nemamiriro ezvinhu ekuwedzera, kuchine makambani ane chishuwo chekunyaradza nyika uye kugadzirira kuisa mari muindasitiri yelithium iron phosphate.
Mufananidzo 2: China yekugadzira simba re lithium iron phosphate muna 2023 (nedunhu)
Mufananidzo 2: China yekugadzira simba re lithium iron phosphate muna 2023 (nedunhu)
Mabhizinesi makuru akadai saHunan Yuneng, Defang Nano, Wanrun New Energy, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, nezvimwe zvinoverengera inopfuura hafu yehuwandu hwekugadzira, hwakasanganiswa nemabhizinesi akapfuma akadai seGuoxuan High tech, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Energy, Terui Battery, nezvimwewo, ine huwandu hwekugadzira huwandu hwematani emamiriyoni matatu.Zvinotarisirwa kuti 60-70% yehuwandu hwekugadzira huchabudiswa muna 2024 kuti isangane nezvinodiwa zvemumba zve lithium iron phosphate gore iroro, asi zvakaoma kuti rutivi rwekutengesa kunze ruve nekuwedzera kukuru kwehuwandu munguva pfupi.Panyaya yekugovera uye kudiwa, mabhizinesi anotungamira anonyanya kubatanidzwa nemabhizinesi anotungamira, uye yechipiri - uye yechitatu tier mabhizinesi ega ega anoratidza hunyanzvi hwavo.Muchato pakati pemhuri dzakapfuma ungasava unofadza.
Maererano nehuwandu hwekushanda
Nhamba yekushanda yakaramba ichiderera munaNovember, ichiputsa 50% uye kupinda 44%.
Chikonzero chikuru chekuderera kwehuwandu hwekushanda kwe lithium iron phosphate munaNovember ndechekuti kudzikisira kwekudiwa kwemusika kwakakonzera kudzikira kwemirairo yemabhizinesi uye kuderera kwekugadzirwa;Pamusoro pezvo, iyo ichangobva kuisirwa mari yekugadzira inoburitswa isati yapera gore.Munguva yekuderera kwemusika, mabhizinesi mazhinji ari kugadzirisa mitsara yavo yekugadzira kuronga mamiriro ese muna 2024.
Mufananidzo 3: Kugadzirwa uye kushanda kwemazinga e lithium iron phosphate muChina
Mufananidzo 3: Kugadzirwa uye kushanda kwemazinga e lithium iron phosphate muChina
Chiyero chekushanda chinotarisirwa muna Zvita chadzika kusvika kune yakaderera nhoroondo, nekuburitswa kwesimba rekugadzira uye kuderera panguva imwe chete mukugadzirwa, zvichikonzera chiyero chekushanda chiri pasi pe30%.
epilogue
Kunyanya kuwanda kwave mhedziso yekufanofungidzira, uye kuchengetedzeka kweketani huru kwave kuri pamberi pekutanga.Chinangwa chikuru che2024 ndechekutambura kuti urarame!
Iyo yakadzika kudiwa kwelithium iron phosphate haina kusimba, uye kudzika kwemvura kuda kuderera hakuna simba kubva kuQ4 2023 kusvika kuQ1 2024, zvichikonzera kuenderera kwakaderera kugadzirwa kwe lithium iron phosphate.Kuwanda kwekupedzisira kwezvinhu zvakasvibirira kwakawedzera kupfupisa hwindo rekudiwa, zvichitungamira kune mabhizinesi e-lithium iron phosphate "kuderera" uye kudzvanya nepahwindo nekudzikisa mitengo: vanopinda mumusika mushure mekutyora zvipingamupinyi uye kupinda muhondo.Mamiriro ezvinhu aya anoyeuchidza vanhu nezvefirimu rinonzi "Letter of Commitment", uye zvakanga zvisiri nyore kuti kambani irarame.Kuderedza kugadzirwa uye kudzikisa mitengo muQ4 2023 chiyero chisingadzivisiki munguva pfupi.Munguva pfupi yapfuura, makambani akati wandei akamisa kugadzirwa uye kugadzirisa mitsara yakawanda yekugadzira.
Misika ine usimbe haisi iyo yakaipisisa mhedzisiro, uye simba uye simba rekuchengetedza misika ichiri kuvimbisa.Asi chinotevera, makambani anofanirwa kungwarira nezve njodzi dzinogona kuitika: dambudziko muketani yemari!Mamwe makambani anoona zvichinetsa kuunganidza maakaundi anotambirwa.Hazvisi nyore kuti kambani iyi igadzirire chikafu chikuru chegore rinouya sezvo vasina kudya zvakakwana gore rino.Kana kutengesa nemutengo wakaderera kunogona kukwezva vatengi vemhando yepamusoro, isarudzo inogamuchirwa;Asi kana nzira dzakasarudzika dzekushambadzira senge kudzikiswa kwemutengo uye kudzikiswa kwechibereko, uye mazwi ekubhadhara akawedzerwa akaiswa kumabhizinesi ane njodzi huru dzemari, zvinounza kurasikirwa kukuru, pasina mubvunzo zvichiwedzera kutuka kune kukuvara kumabhizinesi mukuderera kwemusika uyu.Uye nekutakura zvakaderedzwa, hapana yakawanda musika kugona kuvagamuchira mumwedzi ichangopfuura.Lithium iron phosphate mabhizinesi anofanirwa kudzivirira iyo inonzi "investment chimiro" chimiro chakatwasuka uye chakachinjika mibatanidzwa, kukurumidza kudzoreredza capital, kuderedza mari yekushandisa, uye kurarama muchando zvakanaka;Vaya vakarinda pasuo vanofanira kupinda nokungwarira.
Nguva yekutumira: Mar-18-2024