ʻAʻole neʻe ka mana, ʻaʻole mālama ʻia ka ikehu!ʻOi aku ka haʻahaʻa o ke koi no ka lithium iron phosphate ma mua o ka mea i manaʻo ʻia

I Nowemapa 2023, ua hāʻule wikiwiki ka hana ʻana o Kina i ka lithium iron phosphate, i lalo o 10% mai ʻOkakopa, e like me ka emi ʻana o 6GWh o nā pūnaewele pākaukau: ʻo ka nāwaliwali o ka mālama ʻana i ka ikehu i alakaʻi ʻia e ka hopena mana ʻaʻole i hōʻike i nā hōʻailona o ka holomua, a ʻo ka "mana. ʻaʻole neʻe a ʻaʻole mālama ʻia ka mālama ʻana i ka ikehu".ʻOi aku ka haʻahaʻa o ka noi ma lalo o ka mea i manaʻo ʻia, me ka hoʻohaʻahaʻa nui ʻana i nā kauoha kūʻai i waena o ka mahina, kahi i hoʻohaʻahaʻa i ka hoihoi o ka hana ʻana o nā ʻoihana lithium iron phosphate;ʻO ka wikiwiki o ka huahana a me ka hoʻomaikaʻi ʻana, kiʻekiʻe pinepine o ka hoʻoponopono ʻana i ka laina hana, a me ka emi ʻana o ka huahana.
Ma ke ano o ka puka
I Nowemapa 2023, ʻo ka hana ʻana o Kina i ka lithium iron phosphate he 114000 tons, he emi o 10% mahina ma ka mahina a me 5% makahiki-ma-makahiki, me ka hoʻonui ʻana o ka makahiki-ma-makahiki o 34%.
Kiʻi 1: Ka hana ʻana o ka lithium iron phosphate ma Kina
Kiʻi 1: Ka hana ʻana o ka lithium iron phosphate ma Kina
I ka Q4 2023, e emi iho ke kumu kūʻai o ka lithium carbonate, ka mea nui.E kālele nui ana nā ʻoihana kelepona ʻo Downstream i ka destocking, e hōʻemi ana i ka backlog inventory o nā mea maka a me nā huahana, a me ke kāohi ʻana i ka koi no ka lithium iron phosphate.Ma ke ʻano o ke kumukūʻai, ʻo ka emi ʻana o nā kumu kūʻai kumu waiwai ma Nowemapa i hoʻohaʻahaʻa i ke kumukūʻai hana o nā mea hao lithium.Ma ka ʻaoʻao hoʻolako, i Nowemapa, ua hoʻomau nā ʻoihana hao a me ka lithium i ka mea mua i ke kūʻai aku a hōʻemi i ka waihona huahana i hoʻopau ʻia, e hopena i ka emi nui o ka nui o ka lako ma ka mākeke.Ma ka ʻaoʻao koi, i ke kokoke ʻana o ka hopena o ka makahiki, ʻo ka mana a me ka mālama ʻana i ka ikehu ka mea nui i ka hoʻomaʻemaʻe ʻana i nā huahana huahana a me ka mālama ʻana i nā mea kūʻai pono, e hopena i ka koi palena no nā mea lithium hao phosphate.Mai Kekemapa 2023 a hiki i Q1 2024, ua paʻa mau ke kūlana bearish kuʻuna ma waho o ka mākeke, a ua emi ka noi no ka lithium iron phosphate.Ke hoʻomaka nei ka hapa nui o nā ʻoihana lithium iron phosphate e hōʻemi i ka hana a e ʻike i ka emi nui o ka hana.
Ua manaʻo ʻia ʻo ka hana ʻana o ka lithium iron phosphate ma Kina he 91050 tons i Dekemaba 2023, me ka mahina ma ka mahina a me ka hoʻololi makahiki o -20% a me -10%, kēlā me kēia.ʻO kēia ka manawa mua mai Mei 2023 e hāʻule ka hana o kēlā me kēia mahina ma lalo o ka hōʻailona 100000 ton.
Ma keʻano o ka hiki ke hana
Ma ka hopena o 2023, ʻoi aku ka nui o ka hana ʻana o ka lithium iron phosphate ma luna o 4 miliona mau tons.
Hoʻokumu ʻia ka hoʻolālā hana o ka lithium iron phosphate e ka hoʻopukapuka waiwai mai nā nunui, ka hoʻohana pinepine ʻana i ka panakō keʻa me ka swiping kāleka, nā hana hui mai ke aupuni, nā ʻoihana, a me ke kālā, a me ka hoʻokūkū mai nā wahi like ʻole e hoʻokō i kahi wikiwiki.Ke mohala nei nā papahana Lithium iron phosphate ma nā wahi a pau, waihoʻoluʻu, a ʻaʻole like nā hopena.ʻOiai ke kūlana o kēia manawa, aia nō nā ʻoihana me ka manaʻo e hoʻomaha i ka honua a mākaukau e hoʻokomo i ka ʻoihana lithium iron phosphate.
Kiʻi 2: Ka mana hana o Kina i ka lithium hao phosphate ma 2023 (ma ka ʻāina)
Kiʻi 2: Ka mana hana o Kina i ka lithium hao phosphate ma 2023 (ma ka ʻāina)
ʻO nā ʻoihana nunui e like me Hunan Yuneng, Defang Nano, Wanrun New Energy, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, etc. no ka ʻoi aku o ka hapalua o ka mana hana, hui pū me nā ʻoihana waiwai e like me Guoxuan High tech, Anda Technology, ʻO Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Energy, Terui Battery, etc., me ka nui o ka mana hana o 3 miliona tons.Manaʻo ʻia ʻo 60-70% o ka mana hana e hoʻokuʻu ʻia i ka makahiki 2024 e hoʻokō i ka noi home no ka lithium iron phosphate i kēlā makahiki, ʻoiai he paʻakikī i ka ʻaoʻao e lawe aku i ka piʻi nui o ka nui i ka wā pōkole.Ma ke ʻano o ka lako a me ke koi, pili nui nā ʻoihana alakaʻi i nā ʻoihana alakaʻi, a ʻo ka lua - a me ke kolu o nā ʻoihana ʻoihana e hōʻike i ko lākou mākaukau.ʻAʻole paha e hauʻoli ka male ʻana ma waena o nā ʻohana waiwai.
Ma keʻano o ka uku hana
Ua hoʻomau ka emi ʻana o ka hana hana i Nowemapa, ua haki ʻo 50% a komo i 44%.
ʻO ke kumu nui o ka emi ʻana o ka hana o ka lithium iron phosphate i Nowemapa ʻo ka hōʻemi ʻana o ka noi mākeke ua alakaʻi i ka emi ʻana o nā kauoha ʻoihana a me ka emi ʻana o ka hana;Eia hou, e hoʻokuʻu ʻia ka mana hana hou i hoʻopukapuka ʻia ma mua o ka hopena o ka makahiki.I ka wā o ka hāʻule ʻana o ka mākeke, nui nā ʻoihana e hoʻoponopono i kā lākou laina hana e hoʻolālā no ke kūlana holoʻokoʻa ma 2024.
Kiʻi 3: Ka hana a me ka hana ʻana o ka lithium iron phosphate ma Kina
Kiʻi 3: Ka hana a me ka hana ʻana o ka lithium iron phosphate ma Kina
ʻO ka helu hana i manaʻo ʻia i ka mahina ʻo Dekemaba ua hāʻule i kahi haʻahaʻa haʻahaʻa, me ka hoʻokuʻu ʻana o ka mana hana a me ka hāʻule like ʻana o ka hana ʻana, e hopena ana i ka helu hana ma lalo o 30%.
epilogue
Ua lilo ka overcapacity i mea hoʻoholo mua, a ua lilo ka palekana o ke kaulahao nui i mea nui.ʻO ka pahuhopu nui no 2024 ka hakakā ʻana e ola!
ʻAʻole ikaika ka makemake o lalo no ka lithium iron phosphate, a ua nāwaliwali ka makemake o ka waihona i lalo mai Q4 2023 a i Q1 2024, e hopena i ka hoʻomau ʻana o ka hana haʻahaʻa o ka lithium iron phosphate.ʻO ka overcapacity o ka hopena o ka mea maka ua hoʻemi hou i ka puka koi, e alakaʻi ana i nā ʻoihana lithium iron phosphate e "hōʻemi i lalo" a kaomi ma ka puka makani ma ka hoʻohaʻahaʻa ʻana i nā kumukūʻai: komo lākou i ka mākeke ma hope o ka haki ʻana i nā pale a komo i ke kaua.Ke hoʻomanaʻo nei kēia kūlana i ka poʻe i kahi kiʻiʻoniʻoni i kapa ʻia ʻo "Letter of Commitment", a ʻaʻole maʻalahi i ka hui ke ola.ʻO ka hōʻemi ʻana i ka hana ʻana a me ka hoʻohaʻahaʻa ʻana i nā kumukūʻai ma Q4 2023 he mea hiki ʻole ke ʻae ʻia i ka wā pōkole.I kēia mau lā, ua hoʻokuʻu kekahi mau hui i ka hana a me ka mālama ʻana i nā laina hana he nui.
ʻAʻole ʻo kahi mākeke lohi ka hopena maikaʻi loa, a ke hoʻohiki mau nei ka mākeke mālama mana a me ka ikehu.Akā ma hope aʻe, pono e makaʻala nā ʻoihana e pili ana i nā pilikia e hiki mai ana: kahi pilikia i ke kaulahao kālā!Paʻakikī loa kekahi mau ʻoihana e hōʻiliʻili i nā hōʻaiʻē.ʻAʻole maʻalahi ka hoʻomākaukau ʻana o ka hui i ka ʻai nui o kēia makahiki aʻe no ka mea ʻaʻole lawa kā lākou ʻai i kēia makahiki.Inā kūʻai aku ma ke kumu kūʻai haʻahaʻa hiki ke huki i nā mea kūʻai aku kiʻekiʻe, he koho kūpono ia;Akā inā hoʻohana ʻia nā ʻano hana kūʻai makemake e like me ka hoʻemi ʻana i ke kumukūʻai a me ka hoʻemi ʻana i ka uku uku, a me nā huaʻōlelo hoʻolōʻihi i nā ʻoihana me nā pilikia kālā kiʻekiʻe, e lawe mai i nā poho nui aʻe, me ke kānalua ʻole e hoʻohui i ka hōʻino i nā ʻoihana i kēia hāʻule ʻana o ka mākeke.A me nā hoʻouna ʻokoʻa, ʻaʻohe nui o ka mākeke e hoʻokipa iā lākou i nā mahina i hala iho nei.Pono nā ʻoihana Lithium iron phosphate e pale i ke ʻano i kapa ʻia ʻo "ke kūlana hoʻopukapuka" ʻano kuʻikahi kūʻokoʻa a ākea, hoʻolalelale i ka hoʻihoʻi kālā, hoʻemi i nā kumukūʻai hana, a ola mālie i ka hoʻoilo;E komo akahele ka poe e kiai ana ma ka puka.