Mphamvu yosasuntha, mphamvu yosasungidwa!Kufunika kwa lithiamu iron phosphate ndikotsika kuposa momwe amayembekezera

Mu Novembala 2023, kupanga kwa China kwa lithiamu iron phosphate kudatsika mwachangu, kutsika ndi 10% kuyambira Okutobala, kofanana ndi kuchepa kwa 6GWh ya maselo a batri: kutha kwa mphamvu yofooka yosungirako mphamvu yoyendetsedwa ndi kutha kwa mphamvu sikunawonetse zizindikiro zakusintha, ndipo "mphamvu". sichisuntha komanso kusungirako mphamvu sikusungidwa”.Kufuna kwapansi kumatsika kuposa momwe amayembekezeredwa, ndikuchepetsa kwakukulu kwa malamulo ogula pakati pa mwezi, zomwe zachepetsa chidwi chopanga mabizinesi a lithiamu iron phosphate;Kuchulukitsa kwazinthu mwachangu ndikukweza, kuwongolera pafupipafupi kwa mzere wopanga, komanso kuchepa kwa zokolola.
Kumbali yakutulutsa
Mu November 2023, China kupanga lifiyamu chitsulo mankwala anali 114,000 matani, kuchepa kwa 10% mwezi pamwezi ndi 5% chaka ndi chaka, ndi aziwonjezera chaka ndi chaka kuwonjezeka 34%.
Chithunzi 1: Kupanga kwa lithiamu iron phosphate ku China
Chithunzi 1: Kupanga kwa lithiamu iron phosphate ku China
Mu Q4 2023, mtengo wa lithiamu carbonate, zopangira zazikulu, zidzatsika.Makampani a cell batire akutsika azingoyang'ana kwambiri pakuchepetsa, kuchepetsa kubweza kwa zinthu zopangira ndi zinthu, ndikuchepetsa kufunikira kwa lithiamu iron phosphate.Pankhani ya mtengo, kutsika kwamitengo yayikulu mu Novembala kwatsitsa mtengo wopangira zida zachitsulo za lithiamu.Kumbali yoperekera, mu Novembala, mabizinesi achitsulo ndi lithiamu adapitilizabe kuyika patsogolo malonda ndikuchepetsa kuwerengera kwazinthu zomalizidwa, zomwe zidapangitsa kuchepa kwakukulu kwazinthu zonse pamsika.Kumbali yofunikira, kumapeto kwa chaka kumayandikira, makampani amagetsi osungira mphamvu ndi mphamvu zama batire amayang'ana kwambiri pakuchotsa zinthu zomwe zatsirizidwa ndikusunga zogula zofunika, zomwe zimapangitsa kuti pakhale kufunikira kochepa kwa zida za lithiamu iron phosphate.Kuyambira Disembala 2023 mpaka Q1 2024, chikhalidwe chanthawi yayitali pamsika chidakhalabe cholimba, ndipo kufunikira kwa lithiamu iron phosphate kudachepa.Mabizinesi ambiri a lithiamu iron phosphate akuyamba kuchepetsa kupanga ndipo awona kuchepa kwakukulu kwa kupanga.
Zikuyembekezeka kuti kupanga lifiyamu chitsulo mankwala ku China adzakhala 91050 matani mu December 2023, ndi mwezi pa mwezi ndi chaka ndi chaka kusintha -20% ndi -10%, motero.Aka ndi koyamba kuyambira Meyi 2023 kuti kupanga pamwezi kutsika pansi pa matani 100000.
Pankhani ya mphamvu zopangira
Pofika kumapeto kwa 2023, mphamvu zopanga za lithiamu iron phosphate zidapitilira matani 4 miliyoni.
Kupanga mphamvu masanjidwe a lifiyamu chitsulo mankwala imayang'aniridwa ndi ndalama mwanaalirenji kuchokera zimphona, mowa pafupipafupi mtanda banki ndi swiping khadi, khama olowa boma, mabizinesi, ndi ndalama, ndi mpikisano kumadera osiyanasiyana kukwaniritsa liwiro linalake.Mapulojekiti a Lithium iron phosphate akufalikira paliponse, zokongola, ndipo zotsatira zake ndi zosiyana.Ngakhale kuti kuchuluka kwachulukiraku, pali makampani omwe ali ndi chikhumbo chofuna kukhazika mtima pansi padziko lapansi ndikukonzekera kuyika ndalama pamakampani a lithiamu iron phosphate.
Chithunzi 2: Mphamvu yaku China yopanga lithiamu iron phosphate mu 2023 (ndi dera)
Chithunzi 2: Mphamvu yaku China yopanga lithiamu iron phosphate mu 2023 (ndi dera)
Mabizinesi akuluakulu monga Hunan Yuneng, Defang Nano, Wanrun New Energy, Changzhou Lithium Source, Rongtong High chatekinoloje, Youshan Technology, ndi zina zambiri zimawerengera theka la mphamvu zopanga, kuphatikiza mabizinesi olemera monga Guoxuan High tech, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Energy, Terui Battery, etc., ndi mphamvu yokwanira yopanga matani 3 miliyoni.Akuyembekezeka kuti 60-70% ya mphamvu yopanga adzatulutsidwa mu 2024 kuti akwaniritse zofuna zapakhomo za lithiamu chitsulo phosphate chaka chimenecho, pamene n'zovuta kuti mbali ya kunja ikhale ndi kuwonjezeka kwakukulu kwa voliyumu mu nthawi yochepa.Pankhani ya kupezeka ndi kufunikira, mabizinesi otsogola amalumikizidwa makamaka ndi mabizinesi otsogola, ndipo mabizinesi achiwiri - ndi gawo lachitatu aliyense amawonetsa luso lawo.Ukwati pakati pa mabanja olemera sungakhale wachimwemwe kwenikweni.
Pankhani ya mtengo wa ntchito
Mlingo wogwirira ntchito unapitilirabe kutsika mu Novembala, kuswa 50% ndikulowa 44%.
Chifukwa chachikulu cha kuchepa kwa ntchito ya lithiamu iron phosphate mu Novembala ndikuti kuchepa kwa kufunikira kwa msika kwadzetsa kuchepa kwa mabizinesi komanso kuchepa kwa kupanga;Kuphatikiza apo, mphamvu zopanga zomwe zangokhazikitsidwa kumene zidzatulutsidwa chaka chisanathe.Pakugwa kwa msika, mabizinesi ambiri akusintha njira zawo zopangira kuti akonzekere zomwe zidzachitike mu 2024.
Chithunzi 3: Kupanga ndi kugwiritsa ntchito mitengo ya lithiamu iron phosphate ku China
Chithunzi 3: Kupanga ndi kugwiritsa ntchito mitengo ya lithiamu iron phosphate ku China
Chiyembekezo chogwira ntchito mu December chatsika kwambiri, ndi kutulutsidwa kwa mphamvu zopangira komanso kuchepa kwa nthawi imodzi, zomwe zimapangitsa kuti ntchito ikhale yosachepera 30%.
epilogue
Kuchulukirachulukira kwakhala lingaliro lodziwikiratu, ndipo chitetezo cha capital chain chakhala chofunikira kwambiri.Cholinga chachikulu cha 2024 ndikuvutika kuti tipulumuke!
Kufunika kwapansi kwa lithiamu iron phosphate sikuli kolimba, ndipo kutsika kwa masheya akutsika ndi kofooka kuchokera ku Q4 2023 mpaka Q1 2024, zomwe zimapangitsa kuti pakhale kutsika kwa lithiamu iron phosphate.The overcapacity of the raw materials end has more anarrowing the demand window , kutsogolera kwa lithiamu iron phosphate mabizinesi kuti "achepetse" ndikufinya pawindo potsitsa mitengo: amalowa mumsika atathyola zotchinga ndikulowa kunkhondo.Izi mosakayikira zimakumbutsa anthu filimu yotchedwa "Letter of Commitment", ndipo sizinali zophweka kuti kampaniyo ikhale ndi moyo.Kuchepetsa kupanga ndi kutsitsa mitengo mu Q4 2023 ndi njira yosapeŵeka pakanthawi kochepa.Posachedwa, makampani angapo ayimitsa kupanga ndi kukonza njira zingapo zopangira.
Msika waulesi siwo zotsatira zoyipa kwambiri, ndipo misika yosungira mphamvu ndi mphamvu ikulonjezabe.Koma chotsatira, makampani ayenera kukhala tcheru ndi zoopsa zomwe zingachitike: vuto lazachuma!Makampani ena zimawavuta kwambiri kusonkhanitsa maakaunti omwe amalandiridwa.Sichapafupi kuti kampaniyo ikonze chakudya chachikulu cha chaka chamawa chifukwa alibe chakudya chokwanira chaka chino.Ngati kugulitsa pamtengo wotsika kumatha kukopa makasitomala apamwamba, ndi chisankho chovomerezeka;Koma ngati njira zotsatsira zotsatsira monga kuchepetsa mitengo ndi kuchepetsa chiwongola dzanja, komanso nthawi yolipirira yotalikirapo ikagwiritsidwa ntchito kumabizinesi omwe ali ndi chiwopsezo chachikulu chazachuma, zibweretsa kutayika kwakukulu, mosakayikira ndikuwonjezera chipongwe ku mabizinesi omwe akugwa pamsika.Ndipo ndi katundu wotsitsidwa, palibe msika wambiri woti muwalandire m'miyezi yaposachedwa.Mabizinesi a Lithium iron phosphate ayenera kupewa zomwe zimatchedwa "investment status" mayanjano ofukula ndi opingasa, kufulumizitsa kubweza ndalama, kuchepetsa ndalama zogwirira ntchito, ndikupulumuka bwino m'nyengo yozizira;Amene akuyang’anira pakhomo alowemo mosamala.