Ma ka 2022 World Power Battery Conference, Zeng Yuqun, ka luna o CATL (300750) (SZ300750, kumu kūʻai kumukūʻai 532 yuan, ka waiwai kūʻai 1.3 trillion yuan), i ʻōlelo ʻia he ʻokoʻa nā pākahi me ka aila.Ua pau ka aila ma hope o ka hoʻohana ʻana, a ʻo ka hapa nui o nā mea i loko o ka pākaukau."E lawe i kā mākou Bangpu ma ke ʻano he laʻana, ʻo ka helu hoʻihoʻi o ka nickel, cobalt, a me ka manganese ua hiki i 99.3%, a ʻo ka hoʻihoʻi hou ʻana o ka lithium ua hiki pū ma luna o 90%.
Eia naʻe, ua nīnau ʻia kēia ʻōlelo e nā poʻe e pili ana i ka "Lithium King" Tianqi Lithium Industry (002466) (SZ002466, kumukūʻai kumukūʻai 116,85 yuan, waiwai kūʻai 191,8 biliona yuan).Wahi a ka Southern Finance, ua ʻōlelo kekahi kanaka mai ka ʻoihana hoʻokele waiwai o Tianqi Lithium Industry he hiki ke hoʻohana hou ʻia ka lithium i loko o nā pā lithium, akā ʻaʻole hiki ke hoʻokō ʻia i nā noi pāʻoihana.
Inā ʻaʻohe manaʻo nui e "kūkākūkā i ka helu recycling ma waho aʻe o ka recycling volume", a laila hiki anei i ka recycling o nā kumuwaiwai i kēia manawa ma o ka recycling pākaukau e hoʻokō i ka noi mākeke no nā kumuwaiwai lithium?
ʻO ka hana hou ʻana o ka pākaukau: piha i nā manaʻo maikaʻi, ʻili o ka ʻoiaʻiʻo
Ua ʻōlelo ʻo Yu Qingjiao, ka luna o ke Kōmike Battery o 100 a me ke kākau ʻōlelo nui o ka Zhongguancun (000931) New Battery Technology Innovation Alliance, i loko o kahi ninaninau WeChat me kahi mea kākau moʻolelo mai "Daily Economic News" ma Iulai 23 i ka hoʻolako ʻana o ka lithium i kēia manawa. ke hilinaʻi nei i nā kumuwaiwai lithium o nā ʻāina ʻē ma muli o ka nui o ka hana hou ʻana i ka pākaukau.Liʻiliʻi liʻiliʻi.
"ʻO ka nui o ka recycling theoretical o nā pākahi lithium-ion i hoʻohana ʻia ma Kina i ka makahiki 2021 he kiʻekiʻe e like me 591,000 tons, ʻo ia ka nui o ka recycling theoretical o nā pā uila i hoʻohana ʻia he 294,000 tons, ka nui o ka recycling theoretical o 3C a me ka mana liʻiliʻi i hoʻohana ʻia i nā pā lithium-ion. he 242,000 tons, a he 55,000 tons ka nui o ka hoohana hou ana i na mea ino e pili ana.Akā, aia wale kēia ma ke kumumanaʻo.ʻO ka ʻoiaʻiʻo, ma muli o nā kumu e like me ka maikaʻi ʻole o ka hana hou ʻana, e hōʻemi ʻia ka nui o ka hana hou ʻana, "wahi a Yu Qingjiao.
Ua haʻi pū ʻo Mo Ke, ka mea loiloi nui o True Lithium Research, i ka poʻe nūhou i ka ninaninau kelepona ʻo Tianqi Lithium ua kūpono ka ʻōlelo ʻana "ʻaʻole i hoʻokō ʻia i ka ʻoihana" no ka mea ʻo ka paʻakikī nui loa i kēia manawa ke ʻano o ka hana hou ʻana i nā pihi."I kēia manawa, inā loaʻa iā ʻoe nā mākau, ʻo ia kahi ʻoihana hoʻoheheʻe pākaukau lithium, a ʻo ka nui o nā pā i hoʻohana ʻia e hiki ke hana hou ʻia ma kahi o 10% a 20% o ka mākeke holoʻokoʻa."
Ua haʻi aku ʻo Lin Shi, ka hope kākau ʻōlelo nui o ka Intelligent Network Professional Committee o ka China Communications Industry Association, i ka poʻe nūhou ma kahi hālāwai ninaninau WeChat: "Pono mākou e hoʻolohe i ka mea a Zeng Yuqun i ʻōlelo ai: 'Ma ka makahiki 2035, hiki iā mākou ke hana hou i nā mea mai nā pākahi i hoʻomaha ʻia. e hoʻokō i nā pono o ka lehulehu.ʻO kahi ʻāpana o ka noi mākeke ', ʻo 2022 wale nō, ʻo wai ka mea e ʻike i ka mea e hiki mai ana i 13 mau makahiki?
Manaʻo ʻo Lin Shi inā hiki ke kūʻai ʻia ma ke ʻano nui ma mua o ʻumi mau makahiki, e hopohopo nui nā mea lithium i ka liʻiliʻi i ka wā e hiki mai ana."ʻAʻole hiki i ka wai lōʻihi ke hoʻopau i ka make wai."
"ʻOiaʻiʻo, ʻike mākou a pau i kēia manawa ke ulu wikiwiki nei nā kaʻa ikehu hou, paʻa loa ka lako pākaukau, a ʻaʻole lawa ka lako maka.Ke manaʻo nei au aia ka ʻoihana hoʻoheheʻe pākaukau i kēia manawa i ka pae noʻonoʻo.Manaʻo mau wau e pili ana i nā hui i papa inoa ʻia o nā mea lithium i ka hapa lua o ka makahiki.ʻO kēia hiʻohiʻona o ka ʻoihana ʻO ke kūlana o nā mea lithium-deficient he paʻakikī ke hoʻololi, "wahi a Lin Shi.
Hiki ke ʻike ʻia ʻo ka ʻoihana hoʻoheheʻe uila mana i ka pae mua o ka hoʻomohala ʻana.He mea paʻakikī ke hoʻopiha i ka hāʻawi ʻana o nā kumuwaiwai lithium ma o ka hana hou ʻana i nā kumuwaiwai.No laila hiki paha kēia i ka wā e hiki mai ana?
Manaʻo ʻo Yu Qingjiao i ka wā e hiki mai ana, e lilo nā kaila hoʻoheheʻe pākaukau i hoʻokahi o nā ala nui no ka hoʻolako ʻana i ka nickel, cobalt, lithium a me nā kumuwaiwai ʻē aʻe.Ua manaʻo ʻia ma hope o ka makahiki 2030, hiki i ka 50% o nā kumuwaiwai i luna aʻe ke hele mai mai ka hana hou ʻana.
Helu 1: ʻO ke kālā maikaʻi ʻole ke kālā maikaʻi
ʻOiai "ua piha ka manaʻo", paʻakikī loa ke kaʻina hana o ka hoʻokō ʻana i ka pono.No nā ʻoihana hoʻoheheʻe uila mana, ke kū nei lākou i ke kūlana hilahila "ʻaʻole hiki i ka pūʻali koa maʻamau ke lanakila i nā hale hana liʻiliʻi."
Ua ʻōlelo ʻo Mo Ke: "ʻO ka ʻoiaʻiʻo, hiki ke hōʻiliʻili ʻia ka hapa nui o nā pihi i kēia manawa, akā lawe ʻia ka hapa nui o lākou e nā hale hana liʻiliʻi me ka ʻole o ka ʻike."
No ke aha e puka mai ai kēia ʻano "kālā maikaʻi ʻole e hoʻokuʻu aku i ke kālā maikaʻi"?Ua ʻōlelo ʻo Mo Ke, ma hope o ke kūʻai ʻana o ka mea kūʻai i ke kaʻa, aia ka mana o ka pākaukau i ka mea kūʻai aku, ʻaʻole ka mea hana kaʻa, no laila, ʻo ka mea kūʻai ke kumu kūʻai kiʻekiʻe loa ke kiʻi.
Hiki i nā hale hana liʻiliʻi ke hāʻawi pinepine i nā kumukūʻai kiʻekiʻe.Ua haʻi aku kekahi kanaka ʻoihana i loko o ka ʻoihana ma ke ʻano he alakaʻi ma kahi ʻoihana hoʻoheheʻe ʻana i ka ʻoihana kūloko i ka Daily Economic News ma ke kelepona ʻo ke kumukūʻai kiʻekiʻe no ka mea ʻaʻole i kūkulu ka hale hana liʻiliʻi i kekahi mau mea kākoʻo e like me nā koi o nā lula. e like me ka mālama ʻana i ke kaiapuni, ka mālama ʻana i ka wai a me nā mea hana ʻē aʻe.
"Inā makemake kēia ʻoihana e hoʻomohala i ke olakino, pono ia e hana i nā hoʻopukapuka kūpono.No ka laʻana, i ka wā e hana hou ai i ka lithium, e loaʻa maoli ka wai, ka wai ʻōpala, a me ke kinoea ʻōpala, a pono e kūkulu ʻia nā keʻena mālama kaiapuni.Ua ʻōlelo ka poʻe i loko o ka ʻoihana i ʻōlelo ʻia ma luna nei he nui loa ka hoʻopukapuka ʻana i nā hale mālama kaiapuni.ʻAe, hiki ke kūʻai maʻalahi ma mua o hoʻokahi piliona yuan.
Ua ʻōlelo ka mea hoʻomohala ʻoihana ʻo ke kumukūʻai o ka hana hou ʻana i hoʻokahi ton o ka lithium he mau tausani, e hele mai ana mai nā keʻena mālama kaiapuni.ʻAʻole hiki i nā hale hana liʻiliʻi he nui ke hoʻokomo i loko o ia mea, no laila hiki iā lākou ke kūʻai aku i kahi kiʻekiʻe ma ka hoʻohālikelike ʻana, akā ʻoiaʻiʻo ʻAʻole pono ia i ka hoʻomohala ʻana i ka ʻoihana.
Wahi ʻEha ʻOihana 2: Kumukuai kiʻekiʻe o ka lani o nā ʻōpala ʻōpala
Eia kekahi, me nā kumu kūʻai kiʻekiʻe no nā kumu waiwai o luna, ʻike pū ʻia nā ʻoihana hoʻoili uila mana me ka dilemma o "nā kumu kūʻai kiʻekiʻe o ka lani no nā ʻenekini i hoʻomaha" e hoʻonui ai i nā kumukūʻai hana hou.
Ua ʻōlelo ʻo Mo Ke: “ʻO ka piʻi ʻana o nā kumukūʻai ma ke kahua kumu waiwai o uka e hoʻonui i ka ʻaoʻao koi i ke kahua hana hou.Aia kekahi manawa ma ka hopena o ka makahiki i hala a ʻo ka hoʻomaka ʻana o kēia makahiki i ʻoi aku ke kumukūʻai i hoʻohana ʻia i nā pila ma mua o nā pila hou.ʻO kēia ke kumu.
Ua ʻōlelo ʻo Mo Ke, ke kau inoa nā poʻe koi i lalo i nā ʻaelike me nā ʻoihana hana hou, e ʻae lākou i ka lako waiwai.I ka wā ma mua, huli pinepine ka ʻaoʻao koi i ka maka ʻole inā ua hoʻokō maoli ʻia ka ʻaelike, a ʻaʻole mālama nui i ka nui o nā kumuwaiwai i hana hou ʻia.Eia nō naʻe, ke piʻi nui nā kumukūʻai waiwai, i mea e hōʻemi ai i nā kumukūʻai, e koi lākou i nā hui hana hou E hoʻokō pono i nā ʻoihana hana hana hou e kāʻili i nā pākaukau i hoʻohana ʻia a hoʻokiʻekiʻe i ke kumukūʻai o nā pākahi i hoʻohana ʻia.
Ua ʻōlelo ʻo Yu Qingjiao, ʻo ke ʻano o ke kumukūʻai o nā pā lithium i hoʻohana ʻia, nā papa electrode, ka pauka ʻeleʻele pākaukau, a me nā mea ʻē aʻe e loli pinepine me ke kumukūʻai o nā mea pākaukau.Ma mua, ma muli o ka piʻi ʻana o nā kumukūʻai o nā mea pākaukau a me ke ʻano o nā ʻano speculative e like me ka "hoarding" a me ka "hype", ua hoʻohana ʻia nā pihi mana.I kēia mau lā, ʻoiai ke kūpaʻa nei nā kumukūʻai o nā mea e like me ka lithium carbonate, ua ʻoi aku ka maʻalahi o ke kumukūʻai o ka hana hou ʻana o nā pihi mana i hoʻohana ʻia.
No laila, pehea e hoʻoponopono ai i nā pilikia i ʻōlelo ʻia ma luna o "ke kālā maikaʻi ʻole i ke kālā maikaʻi" a me "nā kumukūʻai kiʻekiʻe o ka lani o nā pila i hoʻohana ʻia" a hoʻoikaika i ka hoʻomohala olakino o ka ʻoihana hana hou ʻana?
Manaʻo ʻo Mo Ke: “ʻO nā ʻōpala ʻōpala nā mine kūlanakauhale.No nā hui hana hou, kūʻai maoli lākou i nā 'mines'.ʻO kā lākou mea e hana ai, ʻo ia ke ʻimi i nā ala e hōʻoia ai i kā lākou lako ponoʻī o nā 'mines'.ʻOiaʻiʻo, pehea e hoʻopaʻa ai i nā 'mines' Price kekahi o kāna mau manaʻo nui loa, a ʻo ka hopena ʻo ke kūkulu ʻana i kāna mau ala hana hou.
Ua hāʻawi ʻo Yu Qingjiao i ʻekolu mau manaʻo: “ʻO ka mua, e hoʻokō i ka hoʻolālā kiʻekiʻe mai ka pae aupuni, i ka manawa like e hoʻoikaika i nā kulekele kākoʻo a me nā kulekele hoʻoponopono, a hoʻopaʻa i ka ʻoihana hana hou ʻana;ʻO ka lua, hoʻomaikaʻi i ka hana hou ʻana o ka pākaukau, ka lawe ʻana, ka mālama ʻana a me nā kūlana ʻē aʻe, a hoʻomaikaʻi i ka ʻenehana a me nā hiʻohiʻona pāʻoihana, hoʻomaikaʻi i ka helu recycling o nā mea kūpono a hoʻonui i ka loaʻa kālā ʻoihana;ʻO ke kolu, e hoʻomalu pono i ka formalism, paipai i ka hoʻokō ʻana i nā papahana hōʻikeʻike kūpono i kēlā me kēia pae a hoʻololi i nā kūlana kūloko, a e makaʻala i ka hoʻomaka makapō i nā papahana hoʻohana kūloko.
Ka manawa hoʻouna: Dec-23-2023