1. Kuphatikizika kosunthika kwa unyolo wamakampani kuti akwaniritse kuchepetsa mtengo komanso kuchita bwino
Pamtengo wazinthu zopanda ma elekitirodi, mtengo wazinthu zopangira ndi ma graphitization ulalo umakhala wopitilira 85%, womwe ndi maulalo awiri ofunikira pakuwongolera mtengo wazinthu zoyipa.Kumayambiriro kwa chitukuko cha unyolo zoipa elekitirodi chuma makampani, maulalo kupanga monga graphitization ndi carbonization makamaka amadalira mafakitale outsourced kwa processing chifukwa cha ndalama lalikulu likulu ndi zopinga mkulu luso;Zida zopangira monga singano ya singano ndi miyala yachilengedwe ya graphite imagulidwa kuchokera kwa ogulitsa ofanana.
Masiku ano, ndikuchulukira kwa mpikisano wapadziko lonse lapansi, mabizinesi akuchulukirachulukira azinthu zoyipa amawongolera maulalo opangira zinthu zazikulu ndi zida zoyambira kudzera munjira yophatikizira yoyima yamakampani kuti achepetse mtengo komanso kuchita bwino.Mabizinesi otsogola monga Betrie, Shanshan Shares, ndi Putailai azindikira kudzipangira okha graphitization kudzera muzogula zakunja ndikumanga ma projekiti ophatikizika, pomwe mabizinesi opanga ma graphitization alowanso munjira yopangira ma electrode.Kuphatikiza apo, palinso mabizinesi otsogola kudzera pakupeza ufulu wamigodi, kutenga nawo mbali pazachuma ndi njira zina zopezera kudzipatulira kwa singano coke zopangira.Masanjidwe ophatikizika adakhala gawo lofunikira kwambiri pakupikisana kwakukulu kwamabizinesi azinthu zama elekitirodi.
2. Zotchinga zapamwamba zamakampani komanso kuchuluka kwachangu pamsika
Capital, teknoloji ndi makasitomala amamanga zotchinga zambiri zamakampani, ndipo udindo wa mabizinesi oyipa akupitilirabe kulimbikitsa.Choyamba, zotchinga likulu, zoipa zakuthupi zipangizo luso, zatsopano mankhwala kafukufuku ndi chitukuko, sikelo mafakitale, unyolo mafakitale kumtunda ndi kumtunda masanjidwe, etc., amafuna nthawi yaitali ya ndalama zambiri likulu, ndi ndondomeko ndi wosatsimikizika, pali zofunika zina. chifukwa cha mphamvu zachuma zamabizinesi, pali zopinga zazikulu.Chachiwiri ndi zotchinga zaukadaulo, bizinesi ikalowa, kuwongolera kosalekeza kwa njira zopangira kumafuna kuti bizinesiyo ikhale ndi chidziwitso chakuya chaukadaulo, komanso kafukufuku wozama pakusankha zinthu zopangira ndi tsatanetsatane wa ndondomeko, ndipo zotchinga zaukadaulo ndizofanana. apamwamba.Chachitatu, zotchinga kasitomala, chifukwa zinthu monga kupanga ndi khalidwe, kunsi kwa mtsinje makasitomala apamwamba nthawi zambiri kukhazikitsa ubale mgwirizano ndi mutu anode makampani zinthu, ndipo chifukwa makasitomala ali osamala kwambiri posankha mankhwala, zipangizo sizidzasinthidwa mwakufuna pambuyo polowa. kachitidwe koperekera, kukakamira kwamakasitomala ndikokwera, kotero zopinga zamakasitomala zamakampani ndizokwera.
Zotchinga zamakampani ndizokwera, mphamvu zamabizinesi otsogola ndizokwera kwambiri, ndipo kuchuluka kwamakampani opanga ma elekitirodi ndikokwera.Malinga ndi data ya batri ya lithiamu yapamwamba kwambiri, ndende yaku China ya electrode material CR6 idakwera kuchoka pa 50% mu 2020 mpaka 80% mu 2021, ndipo ndende yamsika idakwera kwambiri.
3. Zida za graphite anode zikadali zodziwika bwino, ndipo zida za silicon zili ndi kuthekera kwakukulu kogwiritsa ntchito mtsogolo
Ubwino wokwanira wa zida za graphite anode ndizodziwikiratu, ndipo ndizodziwika bwino za zida za lithiamu batire anode kwa nthawi yayitali.Malinga ndiukadaulo wapamwamba kwambiri wa lifiyamu data, mu 2022, gawo la msika la zinthu za graphite anode ndi pafupifupi 98%, makamaka zida zopangira ma graphite anode, ndipo gawo lake la msika lafika pafupifupi 80%.
Poyerekeza ndi zida za graphite, zida za silicon-based negative electrode zili ndi mphamvu zongoganiza zapamwamba ndipo ndi mtundu watsopano wazinthu zoyipa zama elekitirodi zomwe zimatha kugwiritsa ntchito kwambiri.Komabe, chifukwa cha kukhwima kwaukadaulo komanso zovuta zofananira ndi zida zina za elekitirodi yoyipa, zida za silicon sizinagwiritsidwebe pamlingo waukulu.Ndi kusintha kosalekeza kwa kupirira kwa magalimoto atsopano amphamvu, zida za lithiamu batire anode zikukulanso motsogozedwa ndi luso lapadera, ndipo kafukufuku ndi chitukuko ndi kukhazikitsidwa kwa zinthu za silicon ofotokoza anode zikuyembekezeka kukwera.
Nthawi yotumiza: Nov-02-2023