NgoNovemba ka-2023, ukuveliswa kwe-lithium iron phosphate yase-China yehla ngokukhawuleza, phantsi kwe-10% ukususela ngo-Okthobha, ilingana nokuncipha kwe-6GWh yeeseli zebhetri: ukuphela kokugcinwa kwamandla okubuthathaka okuqhutywa kukuphela kwamandla akuzange kubonise iimpawu zokuphucula, kwaye "amandla". ayishukumi kwaye nogcino lwamandla alugcinwa”.Imfuno ye-downstream iphantsi kunokuba kulindelwe, kunye nokunciphisa okubalulekileyo kwii-odolo zokuthenga phakathi kwenyanga, okuthe kwehlisa umdla wokuvelisa amashishini e-lithium iron phosphate;Ukuphindaphindwa kwemveliso ekhawulezileyo kunye nokuphuculwa, ukuphindaphindwa okuphezulu kokulungiswa komgca wemveliso, kunye nokuncipha kwemveliso yemveliso.
Ngokwemveliso
NgoNovemba ka-2023, imveliso yaseChina ye-lithium ye-iron phosphate yayiyi-114000 yeetoni, ukuncipha kwe-10% ngenyanga ngenyanga kunye ne-5% ngonyaka, kunye nokunyuka konyaka-ngonyaka we-34%.
Umzobo 1: Ukuveliswa kwe-lithium iron phosphate e-China
Umzobo 1: Ukuveliswa kwe-lithium iron phosphate e-China
Kwi-Q4 2023, ixabiso le-lithium carbonate, eyona nto iphambili, iya kuncipha.Iinkampani zeeseli zebhetri ezisezantsi ziya kugxila ikakhulu ekwehliseni isitokhwe, ukunciphisa ukusilela kwempahla ekrwada kunye neemveliso, kunye nokucinezela imfuno ye-lithium iron phosphate.Ngokumalunga neendleko, ukuhla kwamaxabiso ezinto eziphambili ngoNovemba kuqhubele phantsi ixabiso lokwenziwa kwezinto ze-iron lithium.Kwicala lokubonelela, ngoNovemba, amashishini e-iron kunye ne-lithium aqhubekile ukubeka phambili ukuthengisa kunye nokunciphisa i-inventory yemveliso egqityiweyo, okubangelwa ukuhla okubonakalayo kwintengiso epheleleyo kwiimarike.Kwicala lemfuno, njengoko ukuphela konyaka kusondela, amandla kunye neenkampani zokugcina amandla ebhetri zogcino zijolise ikakhulu ekucoceni uluhlu lwemveliso egqityiweyo kunye nokugcina ukuthengwa okuyimfuneko, okukhokelela kwimfuno elinganiselweyo yezinto ze-lithium iron phosphate.Ukususela ngoDisemba 2023 ukuya kwi-Q1 2024, imeko ye-bearish ye-off-season kwimarike yahlala yomelele, kwaye imfuno ye-lithium iron phosphate iyancipha.Uninzi lwamashishini e-lithium iron phosphate aqala ukunciphisa imveliso kwaye aya kubona ukwehla okukhulu kwimveliso.
Kulindeleke ukuba ukuveliswa kwe-lithium iron phosphate e-China kuya kuba yi-91050 iitoni ngoDisemba 2023, kunye nenyanga ngenyanga kunye noshintsho lonyaka-ngonyaka we-20% kunye ne-10%, ngokulandelanayo.Eli lixesha lokuqala ukususela ngoMeyi 2023 ukuba imveliso yenyanga iya kuwela ngaphantsi kwe-100000 uphawu lwetoni.
Ngokumalunga nomthamo wemveliso
Ukusukela ekupheleni kuka-2023, umthamo wemveliso wasekhaya we-lithium iron phosphate ungaphezulu kwe-4 yezigidi zeetoni.
Ubume bemveliso ye-lithium iron phosphate ilawulwa yi-luxury investment evela kwi-giants, ukusetyenziswa rhoqo kweebhanki ngokuswayipha kwekhadi, iinzame ezidibeneyo ezivela kurhulumente, amashishini, kunye nezezimali, kunye nokhuphiswano oluvela kwimimandla eyahlukeneyo ukufikelela kwisantya esithile.Iiprojekthi zeLithium iron phosphate ziyaqhakaza kuyo yonke indawo, zinemibala, kwaye iziphumo azifani.Ngaphandle kwemeko ye-surplus yangoku, kusekho iinkampani ezinomnqweno wokuzolisa umhlaba kunye nokulungiselela ukutyala imali kwishishini le-lithium iron phosphate.
Umzobo 2: Umthamo wokuvelisa waseTshayina we-lithium iron phosphate ngo-2023 (ngommandla)
Umzobo 2: Umthamo wokuvelisa waseTshayina we-lithium iron phosphate ngo-2023 (ngommandla)
Amashishini amakhulu afana neHunan Yuneng, i-Defang Nano, i-Wanrun New Energy, i-Changzhou Lithium Source, i-Rongtong High tech, i-Youshan Technology, njl. I-Taifeng Pioneer, i-Fulin (i-Shenghua), i-Fengyuan Lithium Energy, i-Terui Battery, njl., kunye nomthamo opheleleyo wemveliso yeetoni ezi-3 zezigidi.Kulindeleke ukuba i-60-70% yomthamo wemveliso iya kukhutshwa kwi-2024 ukuhlangabezana neemfuno zasekhaya ze-lithium iron phosphate ngaloo nyaka, ngelixa kunzima ukuba icala lokuthumela ngaphandle libe nokunyuka okukhulu kwevolumu kwixesha elifutshane.Ngokubhekiselele kubonelelo kunye nemfuno, amashishini aphambili aqhagamshelwe ikakhulu kumashishini akhokelayo, kwaye okwesibini - kunye namashishini akwinqanaba lesithathu ngalinye libonisa izakhono zabo.Umtshato weentsapho ezizizityebi usenokungabi yonwaba.
Ngokwezinga lokusebenza
Izinga lokusebenza liqhubekile lihla ngoNovemba, liphula i-50% kwaye lingena kwi-44%.
Isizathu esona sizathu sokuhla kwezinga lokusebenza kwe-lithium iron phosphate ngoNovemba kukuba ukucutha kwemfuno yeemarike kubangele ukuhla kwemiyalelo yezoshishino kunye nokwehla kwemveliso;Ukongeza, amandla emveliso esanda kutyalwa iya kukhutshwa phambi kokuphela konyaka.Ngexesha lokuhla kwemarike, amashishini amaninzi ahlengahlengisa imizila yawo yemveliso ukucwangcisela yonke imeko ngo-2024.
Umzobo 3: Amazinga okuvelisa kunye nokusebenza kwe-lithium iron phosphate e-China
Umzobo 3: Amazinga okuvelisa kunye nokusebenza kwe-lithium iron phosphate e-China
Umlinganiselo wokusebenza okulindelekileyo ngoDisemba uye wehla kwimbali ephantsi, kunye nokukhululwa kwamandla okuvelisa kunye nokwehla kwangaxeshanye kwimveliso, okubangele izinga lokusebenza ngaphantsi kwe-30%.
i-epilogue
Ukugqithiswa kwamandla kuye kwaba sisiphelo esingaphambili, kwaye ukhuseleko lwekhonkco lenkunzi luye lwaba yinto ephambili.Eyona njongo iphambili ka-2024 kukusokola ukuze uphile!
Imfuno esezantsi ye-lithium iron phosphate ayinamandla, kwaye ukuzimisela kwe-stocking ezantsi kubuthathaka ukusuka kwi-Q4 2023 ukuya kwi-Q1 2024, okubangelwa ukuveliswa okuqhubekayo kwe-lithium iron phosphate.Ukugqithisa kokuphela kwezinto eziluhlaza kuye kwanciphisa ngakumbi ifestile yemfuno, ekhokelela kumashishini e-lithium iron phosphate ukuba "anciphise" kwaye afake ifestile ngokunciphisa amaxabiso: bangena kwiimarike emva kokuqhawula imiqobo kwaye bangene edabini.Le meko ngokuqinisekileyo ikhumbuza abantu ngefilimu ebizwa ngokuba yi "Letter of Commitment", kwaye kwakungekho lula ukuba inkampani iphile.Ukunciphisa imveliso kunye nokunciphisa amaxabiso kwi-Q4 2023 ngumlinganiselo ongenakuphepheka kwixesha elifutshane.Kutshanje, iinkampani ezininzi ziye zanqumamisa ukuveliswa kunye nokugcinwa kwemigca yemveliso emininzi.
Imarike edangeleyo ayisona siphumo esibi kakhulu, kwaye iimarike zamandla kunye nokugcinwa kwamandla zisathembisa.Kodwa ngokulandelayo, iinkampani kufuneka ziphaphe malunga neengozi ezinokubakho: ingxaki kwikhonkco lenkxaso-mali!Ezinye iinkampani zikufumanisa kunzima kakhulu ukuqokelela ii-akhawunti ezifumanekayo.Akululanga ukuba inkampani ilungiselele isidlo esikhulu sonyaka ozayo nanjengoko khange batye ngokwaneleyo kulo nyaka.Ukuba ukuthengisa ngexabiso eliphantsi kunokutsala abathengi abakumgangatho ophezulu, lukhetho olwamkelekileyo;Kodwa ukuba iindlela zokuthengisa ezikhethiweyo ezifana nokunciphisa amaxabiso kunye nokunciphisa inzala, kunye nemigaqo yokuhlawula eyandisiweyo isetyenziswa kumashishini aneengozi eziphezulu zezemali, kuya kuzisa ilahleko enkulu, ngokungathandabuzekiyo yongeza ukunyeliswa kokulimala kumashishini kule marike yokuhla.Kwaye kunye nokuhanjiswa okuthotyiweyo, akukho mthamo ungako wentengiso wokubamkela kwiinyanga zamva nje.Amashishini e-lithium iron phosphate kufuneka aphephe into ebizwa ngokuba “yimeko yotyalo-mali” isimbo sokuma ngokuthe nkqo nokuthe tye, akhawulezise ukubuyiswa kwemali eyinkunzi, anciphise iindleko zokusebenza, kwaye aphile kakuhle ebusika;Abo bajonge emnyango mabangene belumkile.
Ixesha lokuposa: Mar-18-2024