Ka Pulungoana 2023, tlhahiso ea China ea lithium iron phosphate e ile ea putlama ka potlako, e theohile ka 10% ho tloha ka Mphalane, e lekanang le ho fokotseha ha 6GWh ea lisele tsa betri: pheletso e fokolang ea polokelo ea matla e tsamaisoang ke pheletso ea matla ha ea ka ea bonts'a matšoao a ntlafatso, le "matla". ha e sisinyehe mme polokelo ya matla ha e bolokehe”.Tlhokahalo e tlase e tlase ho feta kamoo ho neng ho lebelletsoe, ka phokotso e kholo ea litaelo tsa theko ea bohareng ba khoeli, e fokolitseng cheseho ea tlhahiso ea likhoebo tsa lithium iron phosphate;Phetoho e potlakileng ea sehlahisoa le ntlafatso, khafetsa ho lokisoa ha mela ea tlhahiso, le ho fokotseha ha tlhahiso ea lihlahisoa.
Mabapi le tlhahiso
Ka Pulungoana 2023, tlhahiso ea China ea lithium iron phosphate e ne e le lithane tse 114000, e fokotsehile ka 10% khoeli le khoeli le 5% selemo le selemo, ka keketseho ea selemo le selemo ea 34%.
Setšoantšo sa 1: Tlhahiso ea lithium iron phosphate Chaena
Setšoantšo sa 1: Tlhahiso ea lithium iron phosphate Chaena
Ka Q4 2023, theko ea lithium carbonate, thepa e ka sehloohong e tala, e tla fokotseha.Likhamphani tsa lisele tsa betri tse tlase li tla shebana haholo le ho theola thepa, ho fokotsa lethathamo la lihlahisoa tse tala le lihlahisoa, le ho hatella tlhoko ea lithium iron phosphate.Mabapi le litšenyehelo, ho fokotseha ha litheko tsa mantlha tsa thepa e tala ka Pulungoana ho theotse litšenyehelo tsa tlhahiso ea lisebelisoa tsa tšepe tsa lithium.Lehlakoreng la phepelo, ka Pulungoana, likhoebo tsa tšepe le lithium li ile tsa tsoela pele ho etelletsa pele thekiso le ho fokotsa lethathamo la lihlahisoa tse felileng, e leng se ileng sa baka phokotso e kholo ea phepelo eohle 'marakeng.Ka lehlakoreng la tlhokeho, ha selemo se ntse se atamela, lik'hamphani tsa lisele tsa betri ea matla le polokelo ea matla li shebana haholo le ho hlakola lethathamo la lihlahisoa tse felileng le ho boloka thepa ea bohlokoa, e bakang tlhokahalo e fokolang ea lisebelisoa tsa lithium iron phosphate.Ho tloha ka December 2023 ho ea ho Q1 2024, boemo bo tloaelehileng ba nako ea 'maraka bo ile ba lula bo le matla,' me tlhokahalo ea lithium iron phosphate e fokotsehile.Likhoebo tse ngata tsa lithium iron phosphate li se li qala ho fokotsa tlhahiso mme li tla bona ho theoha ho hoholo ha tlhahiso.
Ho lebeletsoe hore tlhahiso ea lithium iron phosphate Chaena e tla ba lithane tse 91050 ka December 2023, ka khoeli ka khoeli le phetoho ea selemo le selemo ea -20% le -10%, ka ho latellana.Lena ke lekhetlo la pele ho tloha ka Mots'eanong 2023 hore tlhahiso ea khoeli le khoeli e theohele ka tlase ho letšoao la lithane tse 100000.
Mabapi le matla a tlhahiso
Ho tloha bofelong ba 2023, matla a tlhahiso ea malapeng a lithium iron phosphate e feta lithane tse limilione tse 4.
Sebopeho sa matla a tlhahiso ea lithium iron phosphate e laoloa ke matsete a majabajaba a tsoang ho linatla, tšebeliso ea khafetsa ea libanka ka swiping ea likarete, boiteko bo kopaneng ba mmuso, likhoebo le lichelete, le tlholisano e tsoang libakeng tse fapaneng ho fihlela lebelo le itseng.Merero ea lithium iron phosphate e ntse e thunya hohle, e mebala-bala, 'me liphetho ha li lekane.Ho sa tsotellehe boemo ba hona joale ba phaello, ho ntse ho e-na le lik'hamphani tse nang le tabatabelo ea ho khutsisa lefats'e le ho itokisetsa ho tsetela indastering ea lithium iron phosphate.
Setšoantšo sa 2: Matla a tlhahiso ea China ea lithium iron phosphate ka 2023 (ka sebaka)
Setšoantšo sa 2: Matla a tlhahiso ea China ea lithium iron phosphate ka 2023 (ka sebaka)
Likhoebo tse kholo tse kang Hunan Yuneng, Defang Nano, Wanrun New Energy, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, joalo-joalo li etsa karolo e fetang halofo ea matla a tlhahiso, a kopantsoe le likhoebo tse ruileng tse kang Guoxuan High tech, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Energy, Terui Battery, joalo-joalo, ka kakaretso ea tlhahiso ea lithane tse limilione tse 3.Ho lebeletsoe hore 60-70% ea matla a tlhahiso e tla lokolloa ka 2024 ho finyella tlhokahalo ea malapeng ea lithium iron phosphate selemong seo, ha ho ntse ho le thata hore karolo ea thepa e tsoang linaheng tse ling e be le keketseho e kholo ea molumo ka nako e khutšoanyane.Mabapi le phepelo le tlhoko, likhoebo tse etelletseng pele li hokahane haholo le likhoebo tse etelletseng pele, 'me likhoebo tsa boemo ba bobeli le ba boraro li bonts'a tsebo ea tsona.Lenyalo pakeng tsa malapa a ruileng le ka ’na la se ke la hloka thabo.
Ho latela sekhahla sa ts'ebetso
Sekhahla sa ts'ebetso se ile sa tsoela pele ho theoha ka Pulungoana, se robehile 50% mme sa kena 44%.
Lebaka le ka sehloohong la ho theoha ha sekhahla sa ts'ebetso ea lithium iron phosphate ka November ke hore ho fokotseha ha tlhokahalo ea 'maraka ho lebisitse ho fokotseha ha litaelo tsa likhoebo le ho theoha ha tlhahiso;Ho feta moo, matla a tlhahiso a sa tsoa tseteloa a tla lokolloa pele selemo se fela.Nakong ea ho putlama ha 'maraka, likhoebo tse ngata li ntse li lokisa mela ea tsona ea tlhahiso ho rala maemo a akaretsang ka 2024.
Setšoantšo sa 3: Litefiso tsa tlhahiso le ts'ebetso ea lithium iron phosphate Chaena
Setšoantšo sa 3: Litefiso tsa tlhahiso le ts'ebetso ea lithium iron phosphate Chaena
Sekhahla sa ts'ebetso se lebelletsoeng ka Tšitoe se theohetse tlase ho nalane, ka ho lokolloa ha bokhoni ba tlhahiso le ho theoha ka nako e le 'ngoe tlhahisong, e leng se bakileng sekhahla sa ts'ebetso se ka tlase ho 30%.
epilogue
Ho ba le bokhoni bo feteletseng ho fetohile qeto e sa lebelloang, 'me tšireletseho ea ketane ea lichelete e fetohile ntho ea bohlokoa ka ho fetisisa.Sepheo se seholo sa 2024 ke ho sokola ho phela!
Tlhokahalo e tlase ea lithium iron phosphate ha e matla, 'me boikemisetso ba ho boloka thepa bo tlaase bo fokola ho tloha Q4 2023 ho ea ho Q1 2024, e leng se etsang hore ho be le tlhahiso e tlaase e tsoelang pele ea lithium iron phosphate.Bophahamo ba pheletso ea thepa e tala bo boetse bo fokolitse fensetere ea tlhokahalo, e lebisang ho likhoebo tsa lithium iron phosphate "ho thella" le ho penya ka fensetere ka ho theola litheko: ba kena 'marakeng ka mor'a ho tlola mekoallo le ho kena ntoeng.Boemo bona bo hopotsa batho ka filimi e bitsoang "Letter of Commitment", 'me ho ne ho se bonolo hore k'hamphani e phele.Ho fokotsa tlhahiso le ho theola litheko ho Q4 2023 ke mohato o ke keng oa qojoa ka nako e khuts'oane.Haufinyane tjena, lik'hamphani tse 'maloa li emisitse tlhahiso le tlhokomelo ea mela e mengata ea tlhahiso.
'Maraka o botsoa ha se phello e mpe ka ho fetisisa,' me mebaraka ea polokelo ea matla le matla e ntse e tšepisa.Empa ka mor'a moo, lik'hamphani li hloka ho ba seli ka likotsi tse ka bang teng: koluoa ea ketane ea lichelete!Lik'hamphani tse ling li fumana ho le thata haholo ho bokella li-account tse ka fumanoang.Ha ho bonolo hore k'hamphani e lokisetse lijo tse kholo tsa selemo se tlang kaha ha ba na lijo tse lekaneng selemong sena.Haeba ho rekisa ka theko e tlaase ho ka hohela bareki ba boleng bo phahameng, ke khetho e amohelehang;Empa haeba mekhoa e khethehileng ea ho bapatsa joalo ka phokotso ea litheko le phokotso ea tsoala, le lipehelo tse atolositsoeng tsa tefo li sebelisoa likhoebong tse nang le likotsi tse phahameng tsa lichelete, ho tla tlisa tahlehelo e kholo, ntle le pelaelo ho eketsa nyeliso ho likotsi likhoebong tse putlang 'maraka ona.'Me ka thomello e theotsoeng, ha ho na 'maraka o mongata oa ho ba amohela likhoeling tse sa tsoa feta.Likhoebo tsa Lithium iron phosphate li lokela ho qoba seo ho thoeng ke "boemo ba matsete" lilekane tse otlolohileng le tse rapameng, ho potlakisa ho khutlisa chelete, ho fokotsa litšenyehelo tsa ts'ebetso, le ho phela hantle mariha;Ba shebeletseng monyako ba lokela ho kena ka hloko.
Nako ea poso: Mar-18-2024