Sebokeng sa Battery ea Matla a Lefatše ea 2022, Zeng Yuqun, molula-setulo oa CATL (300750) (SZ300750, theko ea theko ea 532 yuan, boleng ba 'maraka 1.3 trillion yuan), o boletse hore libeteri li fapane le oli.Oli e felile ka mor'a tšebeliso, 'me boholo ba lisebelisoa tse ka har'a betri Kaofela li ka sebelisoa hape."Nka mohlala oa rona oa Bangpu, sekhahla sa ho hlaphoheloa ha nickel, cobalt le manganese se fihlile ho 99.3%, 'me sekhahla sa ho hlaphoheloa ha lithium le sona se fihlile ho feta 90%.
Leha ho le joalo, polelo ena e 'nile ea botsoa ke batho ba amanang le "Lithium King" Tianqi Lithium Industry (002466) (SZ002466, theko ea theko ea 116.85 yuan, boleng ba 'maraka 191.8 yuan).Ho ea ka Southern Finance, motho ea tsoang lefapheng la tsamaiso ea lichelete tsa Tianqi Lithium Industry o boletse hore lithium recycling ka libeteri tsa lithium ke ntho e ka khonehang, empa ho tsosolosa le ho sebelisoa ka bongata ho ke ke ha finyelloa lits'ebetsong tsa khoebo.
Haeba ho sa utloahale haholo ho "buisana ka sekhahla sa ho recycled ka thoko ho bophahamo ba ho recycled", joale na phepelo ea morao-rao ea lisebelisoa ka ho sebelisa betri e ka khotsofatsa tlhoko ea 'maraka ea lisebelisoa tsa lithium?
Ts'ebetso ea betri: e tletse mehopolo, e mosesane oa 'nete
Yu Qingjiao, molula-setulo oa Komiti ea Battery ea 100 le mongoli-kakaretso oa Zhongguancun (000931) New Battery Technology Innovation Alliance, o boletse puisanong ea WeChat le motlalehi oa "Daily Economic News" ka July 23 hore phepelo ea hona joale ea lithium e ntse e le teng. e itšetlehile ka lisebelisoa tsa lithium tsa mose ho maoatle ka lebaka la boholo ba ho sebelisoa ha betri.E nyane haholo.
"Bophahamo ba khopolo-taba ea ho sebelisoa hape ha libeteri tsa lithium-ion tse sebelisitsoeng Chaena ka 2021 li phahame joalo ka lithane tse 591,000, tseo ho tsona palo ea li-betri tsa motlakase tse sebelisitsoeng e leng lithane tse 294,000, molumo oa theory oa 3C le matla a manyane a sebelisoang ke libeteri tsa lithium-ion. ke lithane tse 242,000, 'me molumo oa khopolo-taba oa ho tsosolosa lisebelisoa tse ling tse amanang le litšila Molumo ke lithane tse 55,000.Empa sena se ka khopolo feela.Ebile, ka lebaka la lintlha tse joalo ka liteishene tse sa sebetseng hantle, palo ea 'nete ea ho e sebelisa e tla fokotsoa, ”ho boletse Yu Qingjiao.
Mo Ke, mohlahlobi ea ka sehloohong oa True Lithium Research, o ile a boela a bolella baqolotsi ba litaba puisanong ea mohala hore Tianqi Lithium e nepahetse ho bolela hore "ha e e-s'o ka e etsoa khoebong" hobane bothata bo boholo ka ho fetisisa hona joale ke mokhoa oa ho tsosolosa libeteri."Hajoale, haeba u na le mangolo a thuto, ke khoebo ea ho sebelisa betri ea lithium, 'me palo ea libeteri tse sebelisitsoeng e ka ba 10% ho isa ho 20% ea mmaraka kaofela."
Lin Shi, motlatsi oa mongoli-kakaretso oa Intelligent Network Professional Committee ea Mokhatlo oa China Communications Industry Association, o bolelletse baqolotsi ba litaba puisanong ea WeChat: "Re tlameha ho ela hloko seo Zeng Yuqun a se buileng: 'Ka 2035, re tla khona ho sebelisa lisebelisoa ho tloha libeteri tse seng li tlohetse mosebetsi ho ea. kgotsofatsa ditlhoko tsa bongata bo boholo ba batho.Karolo ea tlhoko ea 'maraka', ke 2022 feela, ke mang ea tsebang se tla etsahala ka lilemo tse 13?
Lin Shi o lumela hore haeba e ka rekisoa ka tekanyo e kholo ka lilemo tse fetang leshome, lisebelisoa tsa lithium li ntse li tla tšoha haholo bonyane haufinyane.“Metsi a hōle a ke ke a tima lenyora ha a le haufi.”
"Ha e le hantle, bohle re bona hona joale hore likoloi tse ncha tsa motlakase li ntse li hōla ka potlako, phepelo ea libeteri e thata haholo, 'me thepa e tala le eona e haella.Ke nahana hore indasteri ea hajoale ea ho sebelisa betri e ntse e le mothating oa ho nahana.Ke ntse ke e-na le tšepo ka lik'hamphani tse thathamisitsoeng tsa lisebelisoa tsa lithium karolong ea bobeli ea selemo.Karolo ena ea indasteri Boemo ba lisebelisoa tse haelloang ke lithium bo thata ho fetoha, "Lin Shi o itse.
Ho ka bonoa hore indasteri ea ho tsosolosa betri ea matla e ntse e le mohato oa pele oa tsoelo-pele.Ho thata ho tlatsa lekhalo la phepelo ea lisebelisoa tsa lithium ka ho nchafatsa lisebelisoa.Joale na see se ka etsahala nakong e tlang?
Yu Qingjiao o lumela hore nakong e tlang, mechine ea ho tsosolosa betri e tla fetoha e 'ngoe ea litsela tse ka sehloohong tsa phepelo ea nickel, cobalt, lithium le lisebelisoa tse ling.Ho hakanngoa hore ka mor'a 2030, ho ka etsahala hore 50% ea lisebelisoa tse ka holimo e tla tsoa ho tsosolosoa.
Indasteri Pain Ntlha ea 1: Chelete e mpe e leleka chelete e ntle
Le hoja "se nepahetseng se tletse", mokhoa oa ho finyella se nepahetseng o thata haholo.Bakeng sa lik'hamphani tse sebelisang matla a betri, li ntse li tobane le boemo bo hlabisang lihlong ba hore "sesole se tloaelehileng se ke ke sa hlola lithupelo tse nyane."
Mo Ke o itse: "Ha e le hantle, libeteri tse ngata li ka bokelloa hona joale, empa boholo ba tsona li nkoa ke lithupelo tse nyenyane tse se nang mangolo."
Ke hobane'ng ha ketsahalo ee ea "chelete e mpe e lelekang chelete e ntle" e etsahala?Mo Ke a re ha moreki a qeta ho reka koloi, betri ke ea moreki, eseng moetsi oa koloi, kahoo ea theko e phahameng o tla atisa ho e fumana.
Hangata lithupelo tse nyane li ka fana ka litheko tse phahameng.Motho e mong ea ka hare ho indasteri ea kileng a sebetsa e le mookameli k'hamphaning e ka sehloohong ea ho tsosolosa betri ea malapeng o ile a bolella moqolotsi oa litaba oa Daily Economic News ka mohala hore phaello e phahameng e bakoa ke hore seboka se senyenyane ha sea ka sa haha lisebelisoa tse ling tse tšehetsang ho latela litlhoko tsa melaoana. joalo ka kalafo ea ts'ireletso ea tikoloho, kalafo ea likhoerekhoere le lisebelisoa tse ling.
"Haeba indasteri ena e batla ho hola hantle, e tlameha ho etsa matsete a tšoanang.Mohlala, ha ho sebelisoa lithium hape, ho tla ba le likhoerekhoere, metsi a litšila le khase e litšila, 'me ho tlameha ho hahuoa lits'ebeletso tsa ts'ireletso ea tikoloho."Basebetsi ba indasteri ba boletsoeng ka holimo ba boletse hore letsete la lits'ebeletso tsa ts'ireletso ea tikoloho le leholo haholo.E, e ka bitsa li-yuan tse fetang limilione tse sekete habonolo.
Setsebi sa indasteri se boletse hore litšenyehelo tsa ho nchafatsa tone e le 'ngoe ea lithium e kanna ea ba likete tse' maloa, tse tsoang litsing tsa ts'ireletso ea tikoloho.Ho ke ke ha khoneha hore lithupelo tse ngata tse nyenyane li sebelise chelete ho eona, kahoo li ka etsa kopo e phahameng ha li bapisoa, empa ha e le hantle ha li na molemo ho nts'etsopele ea indasteri.
Indasteri Pain Point 2: Theko e phahameng ea Leholimo ea Libetri tsa Litšila
Ho phaella moo, ka litheko tse phahameng tsa lisebelisoa tse tala, lik'hamphani tse tsosolosang betri ea matla le tsona li tobane le bothata ba "litheko tse phahameng tsa libeteri tse tlohetseng mosebetsi" tse nyollang litšenyehelo tsa ho tsosolosa.
Mo Ke o itse: "Ho phahama ha litheko sebakeng sa lisebelisoa tse holimo ho tla etsa hore lehlakore la tlhokeho le tsepamise maikutlo haholo lebaleng la ho recycle.Ho bile le nako qetellong ea selemo se fetileng 'me qalong ea selemo sena libeteri tse sebelisang li ne li le theko e boima ho feta libeteri tse ncha.Lena ke lona lebaka. ”
Mo Ke o itse ha mekha ea tlhokahalo e tlase e saena likonteraka le lik'hamphani tse recycleng, li tla lumellana ka phepelo ea lisebelisoa.Nakong e fetileng, lehlakore la tlhokahalo hangata le ne le iphapanyetsa hore na tumellano e hlile e phethahetse, 'me e ne e sa tsotelle haholo ka palo ea lisebelisoa tse tsosolositsoeng.Leha ho le joalo, ha litheko tsa lisebelisoa li nyoloha haholo, molemong oa ho fokotsa litšenyehelo, li tla hloka lik'hamphani tse recycleng Ka tieo ho phethahatsa konteraka ho qobella lik'hamphani tse nchafatsang hore li phahamise libeteri tse sebelisitsoeng le ho phahamisa theko ea libeteri tse sebelisitsoeng.
Yu Qingjiao o boletse hore mokhoa oa theko ea libeteri tsa lithium tse sebelisitsoeng, lipoleiti tsa electrode, phofo e ntšo ea betri, joalo-joalo hangata e fetoha le theko ea thepa ea betri.Nakong e fetileng, ka lebaka la ho phahama ha litheko tsa lisebelisoa tsa betri le boits'oaro bo inahaneloang bo kang "hoarding" le "hype", libeteri tsa motlakase tse sebelisitsoeng Litheko tsa ho sebelisa lisebelisoa le tsona li eketsehile haholo.Haufinyane tjena, ha litheko tsa thepa e kang lithium carbonate li tsitsitse, ho fetoha ha theko ea li-betri tsa motlakase tse sebelisitsoeng ho fetohile bonolo haholoanyane.
Kahoo, mokhoa oa ho sebetsana le mathata a boletsoeng ka holimo a "chelete e mpe e leleka chelete e ntle" le "litheko tse phahameng tsa libeteri tse sebelisitsoeng" le ho khothalletsa tsoelo-pele e ntle ea indasteri ea ho tsosolosa betri?
Mo Ke oa lumela: “Libetri tsa litšila ke merafo ea litoropong.Bakeng sa lik'hamphani tse tsosolosang, li reka 'merafo'.Seo ba tlamehang ho se etsa ke ho fumana mekhoa ea ho netefatsa phepelo ea bona ea 'maene'.Ehlile, mokhoa oa ho tsitsisa 'merafo' Theko le eona ke e 'ngoe ea lintlha tsa bohlokoahali, 'me tharollo ke ho iketsetsa likanale tsa eona tsa ho e sebelisa hape.
Yu Qingjiao o fane ka litlhahiso tse tharo: “Sa pele, etsa meralo ea boemo bo holimo ho tloha boemong ba naha, ka nako e le ’ngoe u matlafatse maano a tšehetso le melaoana ea taolo, ’me u be le maemo a intaseteri ea ho tsosolosa libeteri;ea bobeli, ho ntlafatsa ts'ebetso ea betri, lipalangoang, polokelo le maemo a mang, le ho qapa theknoloji le mefuta ea khoebo, ho ntlafatsa sekhahla sa ho sebelisoa hape ha lisebelisoa tse amehang le ho ntlafatsa phaello ea khoebo;ea boraro, ho laola mokhoa o tiileng, ho khothaletsa ts'ebetsong ea merero e nepahetseng ea lipontšo mohato ka mohato le ho ikamahanya le maemo a lehae, 'me u hlokomele ho qala merero ea ts'ebeliso ea maemo a lehae ka bofofu."
Nako ea poso: Dec-23-2023