Pamsonkhano wa 2022 World Power Battery, Zeng Yuqun, wapampando wa CATL (300750) (SZ300750, mtengo wamtengo 532 yuan, mtengo wamsika 1.3 thililiyoni yuan), adati mabatire ndi osiyana ndi mafuta.Mafuta amatha kugwiritsidwa ntchito, ndipo zida zambiri mu batire zonse zimatha kubwezeredwa."Tengani Bangpu yathu mwachitsanzo, kuchuluka kwa nickel, cobalt, ndi manganese kwafika 99.3%, komanso kuchira kwa lithiamu kwafikanso 90%.
Komabe, mawu awa adafunsidwa ndi anthu okhudzana ndi "Lithium King" Tianqi Lithium Industry (002466) (SZ002466, mtengo wamtengo wapatali 116.85 yuan, mtengo wamtengo wapatali wa 191.8 biliyoni yuan).Malinga ndi Southern Finance, munthu wochokera ku dipatimenti yoyang'anira ndalama za Tianqi Lithium Viwanda adati kukonzanso kwa lithiamu mu mabatire a lithiamu ndikotheka, koma kukonzanso kwakukulu ndikugwiritsanso ntchito sikungatheke popanga malonda.
Ngati zilibe nzeru kwambiri “kukambitsirana mlingo wobwezeretsanso pambali yobwezeretsanso voliyumu”, ndiye kodi kubwezeredwa kwazinthu zamakono kudzera mu kubwezeretsanso batire kungakwaniritse kufunika kwa msika wazinthu za lithiamu?
Kubwezeretsanso mabatire: kudzaza ndi malingaliro, kuonda zenizeni
Yu Qingjiao, wapampando wa Komiti ya Battery ya 100 ndi mlembi wamkulu wa Zhongguancun (000931) New Battery Technology Innovation Alliance, ananena mu kuyankhulana WeChat ndi mtolankhani ku "Daily Economic News" pa July 23 kuti kotunga panopa wa lithiamu akadali. imadalira zinthu zakunja za lithiamu chifukwa cha kuchuluka kwa mabatire.Zochepa kwambiri.
"The theoretical recycling voliyumu ya mabatire a lithiamu-ion omwe adagwiritsidwa ntchito ku China mu 2021 ndi okwera kwambiri mpaka matani 591,000, pomwe kuchuluka kwa mabatire amagetsi omwe adagwiritsidwa ntchito ndi matani 294,000, kuchuluka kwa 3C ndi mphamvu yaying'ono yogwiritsa ntchito mabatire a lithiamu-ion. ndi matani 242,000, ndi theoretical recycling volume of other related zinyalala voliyumu ndi 55,000 matani.Koma izi zili m'malingaliro chabe.M'malo mwake, chifukwa cha zinthu monga mayendedwe osauka obwezeretsanso, voliyumu yeniyeni yobwezeretsanso idzachepetsedwa," adatero Yu Qingjiao.
Mo Ke, wofufuza wamkulu wa True Lithium Research, adauzanso atolankhani poyankhulana pafoni kuti Tianqi Lithium ndiyolondola kunena kuti "siyinapezeke mwamalonda" chifukwa chovuta kwambiri tsopano ndi momwe angagwiritsire ntchito mabatire."Pakadali pano, ngati muli ndi ziyeneretso, ndi bizinesi yobwezeretsanso batire ya lithiamu, ndipo kuchuluka kwa mabatire omwe angagwiritsidwe ntchito omwe atha kukonzanso ndi pafupifupi 10% mpaka 20% ya msika wonse."
Lin Shi, wachiwiri kwa mlembi wamkulu wa Intelligent Network Professional Committee ya China Communications Industry Association, adauza atolankhani poyankhulana ndi WeChat kuti: "Tiyenera kumvera zomwe Zeng Yuqun adanena: 'Pofika chaka cha 2035, titha kukonzanso zinthu kuchokera ku mabatire omwe adapuma pantchito kupita. kukwaniritsa zosowa za anthu ambiri.Gawo lazofunikira pamsika ', ndi 2022 yokha, ndani akudziwa zomwe zichitike m'zaka 13?
Lin Shi amakhulupirira kuti ngati angagulitsidwe pamlingo waukulu zaka zoposa khumi, zipangizo za lithiamu zidzakhalabe mantha kwambiri posachedwapa.“Madzi akutali sangathe kuthetsa ludzu pafupi ndi inu.”
"M'malo mwake, tonse tikuwona kuti magalimoto atsopano amagetsi akukula mwachangu, ma batire akuchepa kwambiri, komanso zopangira zikusowa.Ine ndikuganiza panopa batire yobwezeretsanso makampani akadali mu siteji m'maganizo.Ndikadali ndi chiyembekezo chamakampani omwe adatchulidwa a zida za lithiamu mu theka lachiwiri la chaka.Mbali imeneyi ya makampani Mkhalidwe wa zipangizo lithiamu akusowa ndi zovuta kusintha, "Lin Shi anati.
Zitha kuwoneka kuti makampani opanga mabatire obwezeretsanso mphamvu akadali pagawo loyambirira lachitukuko.Ndizovuta kudzaza kusiyana kwa zinthu za lithiamu pogwiritsa ntchito zobwezeretsanso.Ndiye kodi zimenezi n’zotheka m’tsogolo?
Yu Qingjiao akukhulupirira kuti m'tsogolomu, mayendedwe obwezeretsanso mabatire adzakhala amodzi mwa njira zazikulu zoperekera faifi tambala, cobalt, lithiamu ndi zinthu zina.Zikuoneka kuti chaka cha 2030 chikatha, ndizotheka kuti 50% yazinthu zomwe zili pamwambazi zibwera chifukwa chobwezeretsanso.
Industrial Pain Point 1: Ndalama zoyipa zimathamangitsa ndalama zabwino
Ngakhale kuti "zabwino ndizodzaza", njira yodziwira zoyenera ndizovuta kwambiri.Kwa makampani obwezeretsanso mabatire amphamvu, akukumana ndi zochititsa manyazi kuti "gulu lankhondo lanthawi zonse silingagonjetse zokambirana zazing'ono."
Mo Ke adati: "M'malo mwake, mabatire ambiri amatha kusonkhanitsidwa tsopano, koma ambiri amatengedwa ndi ma workshop ang'onoang'ono opanda ziyeneretso."
Chifukwa chiyani chodabwitsa ichi cha "ndalama zoyipa zothamangitsa ndalama zabwino" zimachitika?Mo Ke adati wogula akagula galimoto, umwini wa batire ndi wa wogula, osati wopanga magalimoto, ndiye yemwe ali ndi mtengo wokwera ndiye amangotenga.
Maphunziro ang'onoang'ono nthawi zambiri amatha kupereka mitengo yokwera.Wogwira ntchito m'makampani omwe adagwirapo ntchito ngati wamkulu pakampani yayikulu yobwezeretsanso mabatire apanyumba adauza mtolankhani wa Daily Economic News pafoni kuti kupikisana kwakukulu kudachitika chifukwa choti msonkhano wawung'ono sunapange zida zothandizira malinga ndi zofunikira za malamulo, monga. monga chithandizo chachitetezo cha chilengedwe, kuchiza zimbudzi ndi zida zina.
"Ngati bizinesi iyi ikufuna kukhala ndi thanzi labwino, iyenera kupanga ndalama zofananira.Mwachitsanzo, pokonzanso lithiamu, padzakhala zonyansa, madzi otayira, ndi mpweya wotayidwa, ndipo malo oteteza chilengedwe ayenera kumangidwa. ”Ogwira ntchito m'mafakitale omwe tawatchulawa adanena kuti ndalama zogulira malo oteteza zachilengedwe ndizazikulu kwambiri.Inde, ikhoza kuwononga ndalama zoposa yuan biliyoni imodzi.
Ogwira ntchito m'makampaniwa adanena kuti mtengo wokonzanso tani imodzi ya lithiamu ukhoza kukhala masauzande angapo, omwe amachokera kumalo otetezera chilengedwe.Sizingatheke kuti ma workshops ang'onoang'ono azigwiritsa ntchito ndalamazo, kuti athe kuitanitsa apamwamba poyerekeza, koma kwenikweni Sizopindulitsa pa chitukuko cha mafakitale.
Pain Pain Point 2: Mtengo Wokwera Kwambiri Wamabatire a Zinyalala
Kuonjezera apo, ndi mitengo yokwera ya zipangizo zopangira magetsi, makampani obwezeretsanso mabatire amphamvu akukumananso ndi vuto la "mitengo yamtengo wapatali ya mabatire opuma pantchito" yomwe imayendetsa ndalama zobwezeretsanso.
Mo Ke adati: "Kukwera kwamitengo m'magawo akumtunda kupangitsa mbali yofunikira kuyang'ana kwambiri ntchito yobwezeretsanso.Panali nthawi kumapeto kwa chaka chatha ndipo kumayambiriro kwa chaka chino kuti mabatire anali okwera mtengo kuposa mabatire atsopano.Ichi ndi chifukwa chake. ”
Mo Ke adati magulu omwe akufuna kutsika akasaina mapangano ndi makampani obwezeretsanso zinthu, amavomereza zopezeka.M'mbuyomu, mbali yofunikira nthawi zambiri idangonyalanyaza ngati mgwirizanowo unakwaniritsidwadi, ndipo sanasamale za kuchuluka kwa zinthu zomwe zidasinthidwanso.Komabe, mitengo ikakwera kwambiri, kuti achepetse ndalama, adzafunika makampani obwezeretsanso Kukwaniritsa Mgwirizanowu kumakakamiza makampani obwezeretsanso kuti atenge mabatire omwe adagwiritsidwa ntchito ndikukweza mtengo wa mabatire ogwiritsidwa ntchito.
Yu Qingjiao adanena kuti mtengo wa mabatire a lithiamu, mbale za electrode, ufa wakuda wa batri, ndi zina zotero nthawi zambiri zimasinthasintha ndi mtengo wa zipangizo za batri.M'mbuyomu, chifukwa cha kukwera kwamitengo kwa zida za batri komanso kukwera kwamphamvu kwa machitidwe ongopeka monga "hoarding" ndi "hype", mabatire amphamvu ogwiritsidwa ntchito Mitengo yobwezeretsanso yakwera kwambiri.Posachedwapa, mitengo yazinthu monga lithiamu carbonate yakhazikika, kusinthasintha kwamitengo pakubwezeretsanso mabatire amagetsi ogwiritsidwa ntchito kwakhala kofatsa.
Kotero, momwe mungathanirane ndi mavuto omwe tawatchulawa a "ndalama zoipa zimatulutsa ndalama zabwino" ndi "mitengo yamtengo wapatali ya mabatire ogwiritsidwa ntchito" ndikulimbikitsa chitukuko chabwino cha makampani obwezeretsanso mabatire?
Mo Ke akukhulupirira kuti: “Mabatire a zinyalala ndi migodi ya m’tauni.Kwa makampani obwezeretsanso, amagula 'migodi'.Zomwe akuyenera kuchita ndikupeza njira zowonetsetsa kuti ali ndi 'migodi'.Zoonadi, momwe mungakhazikitsire mtengo wa 'migodi' ndi chimodzi mwazinthu zofunika kwambiri, ndipo yankho lake ndikumanga njira zake zobwezeretsanso."
Yu Qingjiao anapereka malingaliro atatu: “Choyamba, chitani mapulani apamwamba kuchokera kudziko lonse, kulimbikitsanso ndondomeko zothandizira ndi malamulo oyendetsera ntchito, ndikukhazikitsani makampani obwezeretsanso mabatire;chachiwiri, kukonza zobwezeretsanso mabatire, mayendedwe, kasungidwe ndi miyezo ina, ndikupanga luso laukadaulo ndi mitundu yamabizinesi, kuwongolera kuchuluka kwa zinthu zomwe zimayenera kubwezeretsedwanso ndikuwonjezera phindu lamakampani;chachitatu, kuwongolera mwachisawawa, kulimbikitsa kukhazikitsidwa kwa ziwonetsero zoyenera pang'onopang'ono ndikusintha momwe zinthu ziliri m'deralo, komanso samalani kuti musayambitse mwachimbulimbuli mapulojekiti ogwiritsira ntchito magawo am'deralo."
Nthawi yotumiza: Dec-23-2023