Kev sib sib zog nqus yog qhov pib xwb, txoj kev mus rau kev tsaws tooj liab ntawv ci rau lithium

Pib txij xyoo 2022, kev lag luam xav tau rau cov khoom siv hluav taws xob khaws cia tau nce ntau vim tias muaj hluav taws xob tsis txaus thiab nce nqi hluav taws xob hauv ntau lub teb chaws thoob ntiaj teb.Vim muaj kev them nyiaj siab thiab tso tawm kev ua haujlwm thiab kev ruaj ntseg zoo,lithium roj teebyog thoob ntiaj teb suav tias yog thawj qhov kev xaiv rau cov khoom siv hluav taws xob niaj hnub no.Nyob rau hauv lub tshiab txoj kev loj hlob theem, nws yog ib qho tseem ceeb ua hauj lwm rau tag nrho cov npoj yaig nyob rau hauv lub tooj liab ntawv ci kev lag luam kom tsis tu ncua mus rau pem hauv ntej thiab ntxiv txhawb cov khoom transformation thiab upgrading kom tau raws li cov kev xav tau ntawm lub lag luam tshiab thiab ua kom muaj kev loj hlob zoo.Nws tsis yog qhov nyuaj kom pom tias niaj hnub no lub lithium roj teeb kev lag luam muaj kev vam meej, qhov kev thov rau lub zog cia yog loj hlob sai, cov qauv ntawm cov roj teeb thinning yog ib qho, thiab cov khoom siv tooj liab nyias nyias lithium roj teeb cov khoom tau dhau los ua peb lub teb chaws export "cov khoom tawg".

Kev loj hlob sai hauv kev thov rau lub zog cia thiab kev sib txawv ntawm cov roj teeb sib dua thiab nyias

Lithium tooj liab ntawv ci yog lub npe luv raulithium-ion roj teebtooj liab ntawv ci, uas yog siv los ua cov khoom siv rau lub anode collector ntawm lithium-ion roj teeb thiab belongs rau pawg tseem ceeb ntawm electrolytic tooj liab ntawv ci.Nws yog ib hom ntawm cov ntawv hlau hlau uas ua los ntawm txoj kev electrolytic nrog kev kho saum npoo, thiab yog qhov kev faib tawm ntau tshaj plaws ntawm cov roj ntsha lithium roj teeb tooj liab.Li-ion roj teeb tooj liab ntawv ci tuaj yeem raug cais los ntawm tuab rau hauv cov ntawv ci tooj liab (12-18 microns), ultra-thin tooj liab ntawv ci (6-12 microns) thiab ultra-nyias tooj liab ntawv ci (6 microns thiab hauv qab).Vim lub zog ceev ceev ntawm cov tsheb tshiab lub zog, cov roj teeb fais fab yuav siv ultra-thin thiab nyias nyias tooj liab ntawv ci nrog nyias tuab.

Tshwj xeeb tshaj yog raufais fab lithium roj teebNrog rau kev xav tau ntawm lub zog siab ceev, lithium tooj liab ntawv ci tau dhau los ua ib qho ntawm kev ua tiav.Raws li qhov tseeb hais tias lwm cov tshuab tseem tsis hloov pauv, qhov nyias nyias thiab sib dua ntawm cov ntawv ci tooj liab siv hauv cov roj teeb lithium, lub zog loj dua qhov ceev.Raws li midstream lithium tooj liab ntawv ci nyob rau hauv kev lag luam saw, txoj kev loj hlob ntawm kev lag luam yog cuam tshuam los ntawm cov khoom siv raw khoom thiab cov roj teeb lithium downstream.Upstream raw cov ntaub ntawv xws li tooj liab thiab sulfuric acid yog cov khoom lag luam uas muaj cov khoom txaus tab sis pheej yig tus nqi;downstream lithium roj teeb tau cuam tshuam los ntawm kev txhim kho lub zog tshiab tsheb thiab lub zog cia.Nyob rau hauv lub neej yav tom ntej, lub zog tshiab tsheb tau txais txiaj ntsig los ntawm lub teb chaws cov pa roj carbon nruab nrab lub tswv yim, thiab cov koob npe nrov yuav tsum tau nce ntxiv, thiab qhov kev thov rau cov roj teeb lithium-ion yuav loj hlob sai.Tuam Tshoj cov tshuaj siv hluav taws xob cia tau tsim kho sai, thiab nrog rau kev txhim kho cua zog, photovoltaic thiab lwm yam lag luam, Tuam Tshoj lub zog hluav taws xob electrochemical cia yuav loj hlob sai.Qhov sib xyaw ua ke kev loj hlob ntawm cov khoom siv hluav taws xob hluav taws xob khaws cia yuav tsum yog 57.4% txij xyoo 2021-2025.

Cov tuam txhab lag luam nthuav dav sai ntawm cov peev txheej ntau lawm, ultra-thin lithium profitability muaj zog

Nrog rau kev sib koom tes ntawm cov tuam txhab roj teeb thiab cov tuam txhab tooj liab, Tuam Tshoj lub lithium roj teeb tooj liab ntawv ci yog nyob rau hauv pem hauv ntej ntawm lub ntiaj teb no nyob rau hauv cov nqe lus ntawm lightness thiab thinness.Tam sim no, cov ntawv ci tooj liab rau cov roj teeb lithium hauv tsev feem ntau yog 6 microns thiab 8 microns.Txhawm rau txhim kho lub zog ceev ntawm lub roj teeb, ntxiv rau qhov tuab, lub zog tensile, elongation, kub tsis kam thiab corrosion kuj tseem yog cov cim qhia tseem ceeb.6 microns thiab thinner tooj liab ntawv ci tau dhau los ua qhov tseem ceeb ntawm kev teeb tsa ntawm cov tuam txhab lag luam hauv tsev, thiab tam sim no, 4 microns, 4.5 microns thiab lwm yam khoom thinner tau siv rau hauv lub taub hau kev lag luam xws li Ningde Time thiab Tuam Tshoj Innovation Aviation.

Qhov tso zis tiag tiag yog qhov nyuaj kom ncav cuag lub peev xwm nominal, thiab tag nrho cov peev txheej siv ntawm lithium tooj liab ntawv ci kev lag luam yog kwv yees li 80%, suav nrog lub peev xwm tsis raug uas tsis tuaj yeem tsim tawm ntau.6 micron tooj liab ntawv ci los yog hauv qab no nyiam kev sib tham ntau dua thiab muaj txiaj ntsig ntau dua vim qhov nyuaj ntawm kev tsim khoom.Xav txog tus nqi ntawm tus nqi tooj liab + tus nqi ua rau lithium tooj liab ntawv ci, tus nqi ua ntawm 6 micron tooj liab ntawv ci yog 5.2 lab yuan / ton (suav nrog se), uas yog li 47% siab dua tus nqi ua ntawm 8 micron tooj liab ntawv ci.

Tau txais txiaj ntsig los ntawm kev loj hlob sai ntawm Tuam Tshoj lub zog tshiab tsheb thiab kev lag luam roj teeb lithium, Tuam Tshoj yog lub ntiaj teb cov thawj coj hauv kev tsim cov lithium tooj liab ntawv ci, npog nyias cov ntawv ci tooj liab, ultra-thin tooj liab ntawv ci thiab nyias tooj liab ntawv ci.Tuam Tshoj tau dhau los ua tus tsim khoom loj tshaj plaws ntawm lithium tooj liab ntawv ci hauv ntiaj teb.Raws li CCFA, Tuam Tshoj tus lithium tooj liab ntawv ci tsim muaj peev xwm yuav yog 229,000 tons hauv 2020, thiab peb kwv yees tias Tuam Tshoj txoj kev lag luam sib koom hauv ntiaj teb lithium tooj liab ntawv ci tsim muaj peev xwm yuav yog li 65%.

Cov lag luam ua lag luam nquag nthuav dav, ushering nyob rau hauv ib qho me me climax ntawm ntau lawm

Nordic qhia: lithium tooj liab foil thawj coj rov pib txoj kev loj hlob, feem ntau koom nrog hauv kev txhim kho, tsim khoom thiab muag ntawm electrolytic tooj liab ntawv ci rau lithium-ion roj teeb, cov khoom tseem ceeb electrolytic tooj liab ntawv ci muaj xws li 4-6 micron tsis tshua muaj lithium tooj liab ntawv ci, 8-10 micron ultra-nyias lithium tooj liab ntawv ci, 9-70 micron high-kev ua tau zoo hluav taws xob Circuit Court tooj liab ntawv ci, 105-500 micron ultra-thick electrolytic tooj liab ntawv ci, thiab lwm yam., nyob rau hauv lub domestic ua ntej mus cuag 4.5 micron thiab 4 micron tsis tshua muaj nyias lithium tooj liab ntawv ci nyob rau hauv ntau lawm.

Jiayuan Technology: Sib sib zog nqus ntawm lithium tooj liab ntawv ci, yav tom ntej muaj peev xwm loj hlob ntxiv, feem ntau koom nrog hauv kev tsim thiab muag ntawm ntau hom kev ua haujlwm siab electrolytic tooj liab rau lithium-ion roj teeb los ntawm 4.5 mus rau 12μm, feem ntau yog siv hauv lithium-ion. roj teeb, tab sis kuj yog ib qho me me ntawm kev siv hauv PCB.Lub tuam txhab tau tsim kev sib raug zoo mus ntev nrog cov tuam txhab loj hauv tsev lithium-ion roj teeb thiab dhau los ua tus xa khoom tseem ceeb ntawm lawv cov lithium tooj liab ntawv ci.Lub tuam txhab tau koom nrog hauv cov ntawv ci lithium tooj liab thiab tau ua cov khoom lag luam tshawb fawb thiab kev tsim kho, thiab tam sim no tau muab 4.5 micron tsis tshua muaj lithium tooj liab ntawv ci rau cov neeg siv khoom hauv batch.

Raws li cov tuam txhab loj 'copper foil tej yaam num thiab kev nce qib ntawm lawv cov peev xwm ntau lawm, cov qauv ntawm cov khoom siv nruj ntawm cov ntawv ci tooj liab yuav txuas ntxiv mus rau xyoo 2022 raws li kev loj hlob sai ntawm kev thov, thiab cov nqi ua haujlwm ntawm lithium tooj liab ntawv yuav tsum muaj siab. qib.2023 yuav pom qhov kev txhim kho tseem ceeb ntawm cov khoom siv, thiab kev lag luam yuav maj mam rov sib npaug.


Post lub sij hawm: Oct-18-2022