I ka makahiki 2023, ua hoʻouna aku ʻo Kina i nā mea cathode lithium battery i 2.476 miliona tons, me ka helu komo ʻana ma kahi o 70% no ka lithium iron phosphate.

I kēia mau lā, ua hoʻokuʻu pū nā hui noiʻi ʻo EVTank, Ivy Economic Research Institute, a me China Battery Industry Research Institute i ka White Paper on the Development of China's Lithium ion Battery Positive Electrode Materials Industry (2024).Wahi a ka helu helu pepa keʻokeʻo, ʻo ka nui o ka hoʻouna ʻana o nā mea electrode maikaʻi no nā pā lithium-ion ma Kina he 2.476 miliona tons ma 2023, kahi hoʻonui makahiki o 27.2%, e hōʻike ana i kahi emi nui i hoʻohālikelike ʻia me 2022.
Pepa Keʻokeʻo e pili ana i ka hoʻomohala ʻana i ka ʻoihana ʻenehana Lithium ion Battery Positive Electrode Materials Industry (2024)
Wahi a ka ʻikepili EVTank, i ka makahiki 2023, ʻo ka nui o ka hoʻouna ʻana o ka lithium iron phosphate cathode material ma Kina i hōʻea i 1.638 miliona tons, hoʻonui i ka makahiki o 43.4%;ʻO ka nui o ka hoʻouna ʻana o nā mea ternary he 664000 tons, kahi piʻi iki o 0.9% makahiki-ma-makahiki;ʻO ka nui o ka hoʻounaʻana o ka lithium cobalt oxide he 80000 tons, he hoʻonui makahiki o 2.6%;ʻO ka nui o ka hoʻounaʻana o ka lithium manganese oxide he 94000 tons, he hoʻonui makahiki o 36.2%;ʻO ka māhele mākeke o ka lithium iron phosphate cathode material i ka mākeke waiwai cathode holoʻokoʻa ua hiki i 66.1%, e hoʻonui hou aʻe i ka 2022.
Pepa Keʻokeʻo e pili ana i ka hoʻomohala ʻana i ka ʻoihana ʻenehana Lithium ion Battery Positive Electrode Materials Industry (2024)
Ma nā ʻōlelo o ka waiwai hoʻopuka, hōʻike ka pepa keʻokeʻo i ka huina o ka waiwai o ka huahana electrode maikaʻi o Kina i ka makahiki 2023 he 322.16 biliona yuan, he 26.6% ka emi ʻana o ka makahiki ma ka makahiki.
Wahi a ka loiloi EVTank, i ka makahiki 2023, ʻo ka emi ʻana o nā kumukūʻai metala kiʻekiʻe i alakaʻi i ka emi ʻana o nā kumukūʻai o nā mea electrode maikaʻi.Ma waena o lākou, ua hāʻule ke kumukūʻai makahiki o ka lithium hao phosphate positive electrode material mai 145000 yuan / ton i 2022 a i 85000 yuan / ton ma 2023. ʻO ke kumu kūʻai makahiki o nā mea electrode maikaʻi, me nā mea ternary, nā mea lithium cobalt oxide, a ʻO nā mea lithium manganese oxide, ua ʻike nā mea āpau i kahi emi nui o kēlā me kēia makahiki.
Pepa Keʻokeʻo e pili ana i ka hoʻomohala ʻana i ka ʻoihana ʻenehana Lithium ion Battery Positive Electrode Materials Industry (2024)
Mai ka hiʻohiʻona o ka hoʻouna ʻana i nā ʻoihana, ʻo Hunan Yuneng, kahi hui lithium iron phosphate cathode material, a me Rongbai Technology, kahi hui ʻoihana cathode ternary, i koho mua ʻia me nā māhele mākeke o kahi kokoke i 30% a me 15%, kēlā me kēia.
I waena o lākou, ʻo nā ʻoihana he ʻumi kiʻekiʻe e pili ana i ka nui o ka hoʻouna ʻana o nā mea lithium hao phosphate ma 2023 e komo pū me Hunan Yuneng, Defang Nano, Wanrun Energy, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, a Jiangxi Shenghua.Ma waena o lākou, ʻo nā ʻoihana he ʻumi i hoʻokomo hou ʻia ʻo Youshan Technology a me Jintang Times.
ʻO nā ʻoihana he ʻumi kiʻekiʻe e pili ana i ka nui o ka hoʻouna ʻana no nā mea ternary ma 2023 ʻo Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten New Energy, Guizhou Zhenhua, a me Yibin Lithium Treasure, me ʻO Yibin Lithium Treasure ka ʻoihana hou he ʻumi.ʻO ka hui waiwai Lithium cobalt oxide Xiamen Tungsten New Energy a me ka hui lithium manganese oxide material Boshi High tech i koho mua ʻia me nā māhele mākeke ma mua o 40% a me 30%, kēlā me kēia.
Ma ka pepa keʻokeʻo, ua alakaʻi ʻo EVTank i ka noiʻi kikoʻī a me ka nānā ʻana i ka nui o ka hoʻouna ʻana a me ka nui o ka mākeke o nā ʻano like ʻole o nā mea electrode maikaʻi ma ka honua a ma Kina, nā kumukūʻai o nā ʻano like ʻole o nā mea electrode maikaʻi, ka ʻāina hoʻokūkū o nā ʻano like ʻole o ka electrode maikaʻi. nā ʻoihana waiwai, nā metala o luna, nā precursors waena, a me nā kahua noi i lalo o nā mea electrode maikaʻi, a me nā ʻoihana waiwai electrode maikaʻi i koho ʻia no ka noiʻi benchmarking.Ma kēia kumu, ua hana ʻo EVTank i nā wānana mua e pili ana i nā moku honua a me Kina o nā ʻano like ʻole o nā mea electrode maikaʻi mai 2024 a 2030 i ka pepa keʻokeʻo.