Xyoo 2023, Tuam Tshoj txoj kev xa khoom ntawm lithium roj teeb cathode cov ntaub ntawv mus txog 2.476 lab tons, nrog rau qhov nkag ntawm ze li 70% rau lithium hlau phosphate.

Tsis ntev los no, cov koom haum tshawb fawb EVTank, Ivy Economic Research Institute, thiab Tuam Tshoj Roj Teeb Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm tau koom ua ke tso tawm Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Lithium ion Battery Positive Electrode Materials Industry (2024).Raws li daim ntawv teev cov ntaub ntawv dawb, cov khoom xa tuaj ntawm cov khoom siv hluav taws xob zoo rau cov roj teeb lithium-ion hauv Suav teb yog 2.476 lab tons hauv 2023, ib xyoos ib zaug nce ntawm 27.2%, uas qhia qhov poob qis dua piv rau 2022.
Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Lithium ion Roj Teeb Zoo Electrode Cov Khoom Siv Kev Lag Luam (2024)
Raws li EVTank cov ntaub ntawv, nyob rau hauv 2023, cov khoom xa tuaj ntawm lithium hlau phosphate cathode cov ntaub ntawv nyob rau hauv Tuam Tshoj mus txog 1.638 lab tons, ib xyoo-rau-xyoo nce ntawm 43.4%;Kev xa khoom ntim ntawm cov ntaub ntawv ternary yog 664000 tons, nce me ntsis ntawm 0.9% xyoo-rau-xyoo;Kev xa khoom ntim ntawm lithium cobalt oxide yog 80000 tons, ib xyoos ib zaug nce ntawm 2.6%;Kev xa khoom ntim ntawm lithium manganese oxide yog 94000 tons, ib xyoos ib zaug nce ntawm 36.2%;Kev lag luam sib koom ntawm lithium hlau phosphate cathode cov khoom lag luam hauv tag nrho cov khoom siv cathode tau nce mus txog 66.1%, ntxiv nce ntxiv rau xyoo 2022.
Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Lithium ion Roj Teeb Zoo Electrode Cov Khoom Siv Kev Lag Luam (2024)
Hais txog tus nqi tso zis, daim ntawv dawb qhia tau hais tias tag nrho cov txiaj ntsig ntawm Tuam Tshoj cov khoom siv hluav taws xob zoo hauv kev lag luam hauv xyoo 2023 yog 322.16 billion yuan, ib xyoo-rau-xyoo txo ​​ntawm 26.6%.
Raws li EVTank tsom xam, hauv 2023, qhov poob ntawm cov nqi hlau sab saud tau ua rau poob qis ntawm cov nqi ntawm ntau yam khoom siv hluav taws xob zoo.Ntawm lawv, txhua xyoo tus nqi nruab nrab ntawm lithium hlau phosphate cov ntaub ntawv zoo electrode tau nqis los ntawm 145000 yuan / ton hauv 2022 txog 85000 yuan / tuj hauv 2023. Tus nqi nruab nrab txhua xyoo ntawm cov khoom siv electrode zoo, suav nrog cov ntaub ntawv ternary, lithium cobalt oxide cov ntaub ntawv, thiab lithium manganese oxide cov ntaub ntawv, txhua tus tau ntsib kev poob qis ib xyoos ib zaug.
Daim Ntawv Dawb ntawm Kev Txhim Kho ntawm Tuam Tshoj Lithium ion Roj Teeb Zoo Electrode Cov Khoom Siv Kev Lag Luam (2024)
Los ntawm qhov kev xav ntawm kev xa khoom lag luam, Hunan Yuneng, lub tuam txhab lithium hlau phosphate cathode cov khoom lag luam, thiab Rongbai Technology, lub tuam txhab ternary cathode khoom, tau ua thawj zaug nrog kev lag luam sib koom ntawm ze li ntawm 30% thiab 15%, feem.
Ntawm lawv, kaum lub lag luam saum toj kawg nkaus ntawm cov khoom xa tuaj ntawm lithium hlau phosphate cov ntaub ntawv hauv 2023 suav nrog Hunan Yuneng, Defang Nano, Wanrun Zog, Longpan Technology, Rongtong High tech, Youshan Technology, Guoxuan High tech, Jintang Times, Anda Technology, thiab Jiangxi Shenghua.Ntawm lawv, cov tshiab tau nkag mus rau saum kaum kev lag luam yog Youshan Technology thiab Jintang Times.
Sab saum toj kaum lub tuam txhab hais txog kev xa khoom ntim rau cov ntaub ntawv ternary hauv 2023 suav nrog Rongbai Technology, Tianjin Bamo, Dangsheng Technology, Changchang Lithium Technology, Nantong Ruixiang, Beiterui, Guangdong Bangpu, Xiamen Tungsten Tshiab Zog, Guizhou Zhenhua, thiab Yibin Lithium Treasure, nrog. Yibin Lithium Treasure yog lub tuam txhab sab saum toj kaum tshiab.Lithium cobalt oxide khoom tuam txhab Xiamen Tungsten Tshiab Zog thiab lithium manganese oxide khoom tuam txhab Boshi High tech ranked thawj nrog kev lag luam shares tshaj 40% thiab 30%, feem.
Nyob rau hauv daim ntawv dawb, EVTank tau ua kom ntxaws kev tshawb fawb thiab kev soj ntsuam ntawm cov khoom xa tuaj ntim thiab kev lag luam loj ntawm ntau pawg ntawm cov khoom zoo electrode thoob ntiaj teb thiab hauv Suav teb, tus nqi sib txawv ntawm ntau pawg ntawm cov khoom zoo electrode, kev sib tw toj roob hauv pes sib txawv ntawm cov khoom zoo electrode. cov khoom lag luam, cov khoom siv hluav taws xob sab saud, cov khoom siv nruab nrab nruab nrab, thiab cov ntaub ntawv hauv qab ntawm cov khoom siv hluav taws xob zoo, thiab xaiv cov neeg sawv cev zoo electrode cov khoom lag luam rau kev tshawb fawb benchmarking.Raws li lub hauv paus no, EVTank tau ua qhov kev kwv yees yav tom ntej ntawm kev xa khoom thoob ntiaj teb thiab Suav ntawm ntau pawg ntawm cov khoom siv hluav taws xob zoo los ntawm 2024 txog 2030 hauv daim ntawv dawb.