Sannadkii 2023, shixnadda Shiinaha ee agabka cathode ee baytariga lithium ayaa gaadhay 2.476 milyan oo tan, iyada oo heerka gelitaanka ku dhawaad ​​70% ee fosfooraska birta ee lithium

Dhawaan, hay'adaha cilmi-baarista ee EVTank, Machadka Cilmi-baarista Dhaqaalaha Ivy, iyo Machadka Cilmi-baarista Batroolka Shiinaha ayaa si wadajir ah u sii daayay Warqadda Cad ee Horumarinta Shiinaha ee Lithium ion Battery Positive Electrode Materials Industry (2024).Marka loo eego tirakoobka waraaqaha cad, mugga shixnadda alaabta elektiroonigga ee togan ee baytariyada lithium-ion ee Shiinaha wuxuu ahaa 2.476 milyan tan sanadka 2023, koror sanadeedka 27.2%, taasoo muujineysa hoos u dhac weyn marka loo eego 2022.
Warqad cad oo ku saabsan Horumarka Shiinaha Lithium ion Battery Positive Electrode Materials Industry (2024)
Sida laga soo xigtay xogta EVTank, 2023, mugga shixnadaha ee lithium iron fosfate alaabta katoode ee Shiinaha ayaa gaadhay 1.638 milyan tan, koror sannad-sannadka ah 43.4%;Mugga shixnadaha ee qalabka ternary wuxuu ahaa 664000 tan, koror yar oo ah 0.9% sanad-sannadka;Mugga shixnadda ee lithium cobalt oxide wuxuu ahaa 80000 tan, korodhka sannad-sannad ka ah 2.6%;Mugga shixnadda ee oxide manganese-ka ee lithium wuxuu ahaa 94000 tan, sanad-sannad kororka 36.2%;Saamiga suuqa ee lithium iron fosfate alaabta katoode ee dhammaan suuqa maaddada cathode ayaa gaadhay 66.1%, oo sii kordhaysa marka la barbar dhigo 2022.
Warqad cad oo ku saabsan Horumarka Shiinaha Lithium ion Battery Positive Electrode Materials Industry (2024)
Marka la eego qiimaha wax soo saarka, warqadda cad waxay muujinaysaa in wadarta qiimaha wax soo saarka ee warshadaha qalabka elektiroonigga ah ee Shiinaha ee 2023 ay ahayd 322.16 bilyan yuan, hoos u dhac sanadle ah oo ah 26.6%.
Marka loo eego falanqaynta EVTank, sanadka 2023, hoos u dhaca qiimaha birta ee kor u kaca ayaa horseeday hoos u dhac ku yimid qiimaha agabyada kala duwan ee korantada togan.Waxaa ka mid ah, celceliska qiimaha sanadlaha ah ee lithium iron fosfate alaabta korantada togan ayaa hoos uga dhacday 145000 yuan/ton 2022 ilaa 85000 yuan/ton sanadka 2023. Walxaha lithium manganese oxide, ayaa dhamaantood la kulmay hoos u dhac weyn oo sanadba sanadka ka dambeeya.
Warqad cad oo ku saabsan Horumarka Shiinaha Lithium ion Battery Positive Electrode Materials Industry (2024)
Marka loo eego aragtida shixnadaha ganacsiga, Hunan Yuneng, oo ah shirkad lithium iron fosfate kathode ah oo qalabaysan, iyo Rongbai Technology, oo ah shirkad ternary cathode ah, ayaa kaalinta koowaad gashay saamiyada suuqa ee ku dhawaad ​​30% iyo 15%, siday u kala horreeyaan.
Waxaa ka mid ah, tobanka shirkadood ee ugu sarreeya marka loo eego mugga rarida ee agabka fosfooraska birta ee lithium sanadka 2023 waxaa ka mid ah Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, iyo Jiangxi Shenghua.Waxaa ka mid ah, tobanka shirkadood ee dhowaan galay ee ugu sarreeya waa Youshan Technology iyo Jintang Times.
Tobanka shirkadood ee ugu sarreeya marka loo eego mugga shixnadaha ee agabka ternary ee 2023 waxaa ka mid ah Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, iyo Yibin Lithium Treasure, Yibin Lithium Treasure waa tobanka shirkadood ee ugu sarreeya.Lithium cobalt oxide maaddada Xiamen Tungsten New Energy iyo lithium manganese oxide maaddooyinka shirkadda Boshi High tignoolajiyada ayaa kaalinta koowaad galay iyada oo saamiyada suuqa ay kor u dhaaftay 40% iyo 30%, siday u kala horreeyaan.
Warqadda cad, EVTank waxay samaysay cilmi-baaris faahfaahsan iyo falanqayn ku saabsan xajmiga shixnadda iyo cabbirka suuqa ee qaybaha kala duwan ee qalabka elektiroonigga ah ee caalamiga ah iyo Shiinaha, isbeddellada qiimaha qaybaha kala duwan ee qalabka elektiroonigga ah, muuqaalka tartanka ee qaybaha kala duwan ee electrode togan. shirkadaha wax, biraha korka, horudhaca dhexe, iyo goobaha codsiga hoose ee alaabta korantada togan, iyo wakiil la doortay shirkado wax electrode togan ee cilmi baarista benchmarking.Iyada oo ku saleysan tan, EVTank waxay samaysay saadaal-horumarineed oo ku saabsan shixnadaha caalamiga ah iyo Shiinaha ee qaybaha kala duwan ee qalabka korantada togan ee 2024 ilaa 2030 ee warqadda cad.