n 2022, abubuwan da suka shafi al'amura irin su annobar cikin gida da hauhawar farashin kayayyaki na ketare, buƙatar sinadarai don matsa lamba na ɗan gajeren lokaci, da masana'antun gida suna da matsin lamba na de-inventory a cikin ɗan gajeren lokaci.A lokaci guda kuma, rikice-rikice na yanayin kasa da kasa ya tura babban matakin aiki na manyan farashin makamashi, wanda ya haifar da wani matsa lamba akan ƙarshen farashi.Akwai bambance-bambance a bayyane.An dai jera wasu kayayyakin an gano cewa a cikin shekaru biyu da suka gabata, farashin wasu kayayyakin ya yi tashin gwauron zabi da kashi 700%, kuma sararin kasuwa ya ci gaba da fadada.Ana sa ran 2023, ina damar?
700% ya karu a cikin shekaru biyu, ana tsara umarnin kayan albarkatun don shekara mai zuwa
LithiumHydroxide: masana'antun ƙasa da yawa sun karye
A ƙarƙashin yanayin kasuwa na ƙarancin wadata da buƙata, masana'antun da ke ƙasa sun karbe lithium hydroxide.
Kamfanin Yahua ya sanar da cewa babban kamfanin mallakar kamfanin Yahua Lithium (Ya'an) da SK's Aisi Kai New Energy (Shanghai) sun sanya hannu kan kwangilar samar da lithium hydroxide na matakin baturi.Ya'an Lithium ya tabbatar da cewa daga 2023 zuwa 2025, yana samar da kayayyaki daga Aisi, tare da samar da jimillar tan 20,000 zuwa 30,000.
Aiscai ya kuma rattaba hannu kan "kwangilar tallace-tallace (2023-2025)" tare da Tianyi Lithium da Sichuan Tianhua don sayar da kayayyakin lithium hydroxide na batir ga Aiskai tun daga shekarar 2023, wanda kwangilar ta samar da isar da kayan masarufi kowane wata da jigilar kayayyaki na shekara-shekara wanda bai wuce jimillar ba. adadin da aka yarda a cikin kwangilar (a cikin ± 10%).
Baya ga kamfanonin batir, kamfanonin mota kuma suna fafutukar neman lithium hydrogen oxide.Mercedes-Benz ta sanar da yarjejeniya da Kanada-Jamus Rock Tech Lithium.A matsakaita, tsohon zai sayi tan 10,000 na lithium hydroxide mai darajar baturi daga ƙarshen kowace shekara, tare da ma'aunin ciniki na Yuro biliyan 1.5.GM da LIG New Energy da Lithium Technology Company Livet sun rattaba hannu kan yarjejeniyar shekaru masu yawa don tabbatar da cewa mahimman kayan da ake amfani da su don kera batirin motocin lantarki.Daga cikin su, Livet zai samar da batirin lithium hydroxide ga General Motors a cikin shekaru 6 da suka fara a 2025.
Daga mahangar bayanan kasuwa, hade da ci gaban ci gaban da ake samu na albarkatun lithium a halin yanzu, gina masana'antun sarrafa gishirin lithium, da fadada sabbin masana'antun makamashi na kasa, wadata da bukatu na lithium hydroxide har yanzu yana cikin madaidaicin daidaito, kuma ana sa ran zai ci gaba har zuwa shekarar 2023.
PVDF: Sau 7 yana ƙaruwa cikin farashi, yana da wuya a cika ga gibin wadata
Yayin da kasuwannin da ke ƙasa ke ci gaba da yin zafi, wadata da buƙatu na batirin lithium PVDF na ci gaba da ƙaruwa, kuma ƙarfin samar da albarkatun ƙasa R142B ya cika, kuma wadatar kasuwa tana da tsanani.Farashin kasuwar lithium-battery PVDF ya haura yuan/ton 700,000, wanda kusan sau 7 ne idan aka kwatanta da farashin farkon 2021.
Saboda ƙarancin ƙarfin samar da PVDF na batir lithium a cikin Sin, kuma ƙarfin samar da PVDF na yau da kullun ba za a iya jujjuya shi zuwa matakin batirin lithium ba a cikin ɗan gajeren lokaci, ana sarrafa kayan aikin R142B sosai tare da faɗaɗa sannu a hankali, wanda ya haifar da jinkirin sakin batirin lithium na gida PVDF ƙarfin samarwa.Yana da wuya a gyara shi.Tare da ƙarin karuwar tallace-tallace na sababbin motocin makamashi a cikin rabin na biyu na shekara, ana sa ran kasuwar PVDF a cikin 2022 za ta ci gaba da samun wadata mai yawa, tallafawa farashin PVDF, da kuma taimakawa kamfanonin PVDF su kara haɓaka ayyukansu na shekara-shekara.
PVP: Ranar isar da wasu samfuran za a yi layi zuwa Janairu
Karkashin rikice-rikicen yanki da rikicin makamashi, karfin samar da manyan kamfanonin sinadarai na Turai ya ragu, umarni ga kamfanonin cikin gida ya karu, kuma mutanen da suka dace daga masana'antun PVP na cikin gida sun ce "kayayyakin da ke da alaƙa da PVP na kamfanin suna da babban koma baya, kuma An tsara lokacin isar da wasu samfuran har zuwa shekara mai zuwa.Janairu."
Majiyoyin da suka dace na masana'antar PVP sun ce ƙarfin samar da PVP na masana'antun Turai na yanzu ya ragu sosai, kuma adadi mai yawa na oda na ketare sun fara karkata zuwa kamfanonin cikin gida.A halin yanzu, kamfanin yana da koma baya na kusan tan 1000 na kayayyakin PVP, kuma an shirya isar da wasu samfuran zuwa ƙarshen shekara ko ma Janairu na shekara mai zuwa.
Masana'antar Photovoltaic: Littafin oda har zuwa 2030
Daqo Energy ya rattaba hannu kan yarjejeniyar siya tare da abokin ciniki.An amince da shi a cikin kwangilar cewa ana sa ran abokin ciniki ya sayi tan 148,800 na matakin farko na matakin Sun na tubalan wanke-wanke kyauta daga Daqo Energy daga Janairu 2023 zuwa Disamba 2027, kuma an kiyasta adadin sayan ya kai yuan biliyan 45.086.Tun daga shekarar 2022, Daqo Energy ya rattaba hannu kan wasu manyan kwangiloli guda takwas da suka kai kimanin yuan biliyan 370.
Longji Green Energy da rassansa tara sun rattaba hannu kan yarjejeniyar siyan dogon oda don kayan polysilicon tare da reshen Daqo Energy Inner Mongolia Daqo New Energy.Dangane da yarjejeniyar, yawan ma'amalar kayan polysilicon tsakanin bangarorin biyu daga Mayu 2023 zuwa Disamba 2027 ya kasance tan miliyan 25.128.Adadin wannan kwangilar ya kai yuan biliyan 67.156.
Shuangliang Silicon Materials (Baotou) Co., LTD., wani kamfani gabaɗaya mallakar Shuangliang Energy Saving Co., Ltd. ya rattaba hannu kan Yarjejeniyar Siya da Bayar da Polysilicon tare da masu dacewa.An amince a cikin wannan kwangilar cewa ana sa ran Shuangliang Silicon Materials (Baotou) Co., Ltd. zai sayi ton 155,300 na kayan polysilicon daga 2022 zuwa 2027, tare da kiyasin adadin siyan RMB 47.056 biliyan.
A halin yanzu, masana'antar daukar hoto ta kasar Sin har yanzu tana nuna kyakkyawan yanayin ci gaba.A cikin kashi uku na farko, yawan ci gaban masana'antar photovoltaic ya wuce 100%, kuma fitar da masana'antar hoto ya wuce dalar Amurka biliyan 40, tare da haɓaka kusan kusan 100% a kowace shekara.Tun daga farkon wannan shekara, kamfanoni da yawa da aka jera a kan siliki sun sha ba da sanarwar manyan sanarwar kwangila, kuma sun sanya hannu kan odar siyar da siliki na dogon lokaci fiye da 10, adadinsu ya zarce tan miliyan 3 kuma adadin ya zarce yuan biliyan 800.Kimanin kashi 92% na abubuwan da ake samarwa na masana'antar silicon a cikin 2022 kamfanoni ne ke kulle su, kuma an sanya hannu kan wasu kwangiloli na dogon lokaci har zuwa 2030.
Sabbin waƙoƙi kamar sabbin kayan aiki da buƙatun buƙatun ana tsammanin fitowa a cikin 2023
A halin yanzu, masana'antar sinadarai suna canzawa daga manyan masana'anta zuwa masana'anta masu inganci.Sabbin kayan da ke da ƙarancin shiga cikin masana'antun kasar Sin sun haɓaka, kuma an haɓaka sabbin kayayyaki kamar kayan silicon, batirin lithium, POE, da sabbin kayayyaki.A lokaci guda, ana buɗe buƙatun ƙasa a hankali.Tasirin annobar a cikin 2023 ya ragu sannu a hankali, kuma ana sa ran buƙatun zai haɓaka damar saka hannun jari na sabuwar hanyar.
A halin yanzu, farashin manyan sinadarai sun faɗi kuma suna cikin kewayon ƙasa.Ya zuwa ranar 2 ga watan Disamba, an rufe jadawalin farashin sinadarai na kasar Sin da maki 4,819, wanda ya ragu da kashi 7.86% daga maki 5230 a farkon wannan shekara.
Mun yi imanin cewa ana sa ran tattalin arzikin duniya zai ci gaba da bunkasa a shekarar 2023, musamman ma tattalin arzikin cikin gida zai kawo wani sabon salo na farfadowa.Jagoran masana'antu zai sami ci gaban aiki a matakin gyaran buƙatun.Bugu da ƙari, sababbin waƙoƙi irin su sababbin kayan aiki da buƙatun buƙatun sun fashe.Gaggauta saki.Don 2023, muna mai da hankali kan nau'ikan samfura guda uku:
(1) Ilimin halitta na roba: A bayan tsaka-tsakin carbon, kayan tushen burbushin na iya fuskantar tasiri mai lalacewa, kayan kayan halitta zasu haifar da juyi tare da kyakkyawan aiki da fa'idodin tsada.Manya-manyan aikace-aikace a wasu fagage, ilmin halitta na roba, a matsayin sabuwar hanyar samarwa, ana sa ran zai shigo da wani lokaci mai ban mamaki, kuma ana sa ran buƙatun kasuwa za su buɗe a hankali.
(2) Sabbin kayan aiki: Muhimmancin amincin sarkar samar da sinadarai ya kara ba da haske, kafa tsarin masana'antu mai zaman kansa da sarrafawa yana nan gabatowa, ana sa ran wasu sabbin kayan za su hanzarta fahimtar maye gurbin gida, kamar manyan sikelin kwayoyin halitta da mai kara kuzari. , Aluminum adsorption kayan, aerogels, korau electrode shafi kayan da sauran sabon kayan permeability da kasuwar rabo za su sannu a hankali ƙara, da sabon abu track da ake sa ran kara girma.
(3) Bayyanar dukiya & buƙatun mabukaci: Tare da sakin sigina na gwamnati don sassauta kasuwannin kadarorin da haɓaka daidaitaccen rigakafin rigakafi da dabarun shawo kan cutar, ƙarancin haɓakar manufofin gidaje, wadatar amfani da sarkar gidaje. ana sa ran za a gyara, kuma ana sa ran kayayyakin sinadarai na gidaje da sarkar masu amfani za su amfana.
Lokacin aikawa: Dec-20-2022