Bbeeyi ya bbaatule cells egenda ekendeera, nga kwotadde n’akatale k’ekifo awaterekerwa amasannyalaze kasuubirwa okugenda mu maaso n’okukula amangu mu 2023

China Power Storage Space Network News: Okusinziira ku kwekenneenya kw’ettabi ly’okukozesa amasannyalaze mu kifo ky’amasannyalaze ekya China Chemical and also Physical Power Market Organization, June 2022 mazima ddala ejja kufuuka ekifo eky’okukyusakyusa ku kukendeera kw’omuwendo gw’obutoffaali obutereka amaanyi. Okuva mu February okutuuka mu May 2022, ssente z’obutoffaali obutereka amasannyalaze zigenda kubeera ku katale. Bbeeyi ya bbaatule-grade lithium carbonate, ekintu ekisookerwako eky’okungulu, mu butuufu erinnye eggulu okutuuka ku 600,000 yuan/ton mu 2022, naye ate egudde wansi w’abavuganya mu katale k’okutereka amasannyalaze mu bwengula. Kya lwatu, bbaatule etereka amaanyi Okuva mu kkubo erigenda wansi. Okuva nga February 20, 2023, omuwendo gw’enkola y’obutoffaali obutereka amaanyi obwa square/cylindrical era n’obutoffaali obutereka amaanyi obwa square/soft pack guli 0.925 yuan/Wh, era n’omuwendo gw’ekyuma ogw’obutoffaali obutereka amaanyi mu square (6000 cycles) guli 0.895 yuan/ Wh, ebika ebirala nabyo biri mu 0.98 yuan/Wh.

Okusinziira ku sitatimenti y’enkola y’okutunda esinga okubeera ku mulembe, quotations za pulojekiti z’okutereka amaanyi mu 2023 zikyagenda mu maaso n’okukendeera, nga average cost ya 1.26-1.31 yuan/Wh, nga zino zisukka mu 8% wansi ku bbeeyi eya bulijjo eya 1.48 yuan/Wh mu 2022, era nga kino nakyo kiraga ddala empeera ezaaleetebwa okukendeeza ku bbeeyi mu upstream y’olujegere lw’amakolero.

Omuwendo omunene ogwa lithium carbonate omwaka oguwedde gwafuula kkampuni ezimanyiddwa ennyo mu kusima lithium okufuna ssente nnyingi. Okusinziira ku nteebereza y’omutindo gw’emirimu mu mwaka gwa 2022, ensimbi entuufu eziyingira mu kkampuni ezisima lithium mu bujjuvu zeeyongedde emirundi egiwerako oba mpozzi emirundi amakumi. 'Qi Wang' Tianqi Amakolero ga lithium geenyumiriza nnyo mu nsi yonna. Mu mwaka gwa 2022, enyingiza yaayo mazima ddala ejja kuba ya buwumbi 23.1 okutuuka ku buwumbi bwa Yuan 25.6, nga kino kigenda kulinnya emirundi 10.1 okutuuka ku mirundi 11.3 omwaka ku mwaka. Yayongedde okuva ku mirundi 15.6 okutuuka ku mirundi 17.4. Akatale ka 'King of Gan' Ganfeng Lithium Market nako kasanyufu n'ekibiina kino. Kiteeberezebwa nti ssente eziyingira ku mukutu gwa yintaneeti eziyinza okuva ku bamusigansimbi ba kkampuni eziwandiisiddwa ku lukalala lw’omwaka gwonna ogwa 2022 zijja kuba za buwumbi 18 okutuuka ku buwumbi 22, nga kino kitegeeza nti omwaka ku mwaka gugenda kulinnya ebitundu 244.27%-320.78%. Rongjie shares (002192) 2022 annual efficiency forecast Enyingiza ya yintaneeti eyinza okuva ku bamusigansimbi ba kkampuni ezimanyiddwa eri obuwumbi bwa Yuan 2.2-2.6, nga kino kigenda kulinnya ebitundu 3121.58%-3707.33% okusinga ebbanga lye limu ennyo ery’omwaka oguwedde. Kino kibeera kisenge kya kukula kyokka ekitatuukikako. Okukendeeza ku nsimbi ezitali ntuufu kuli wansi wa bukadde bwa Yuan 100, obukadde bwa Yuan 63.34 zokka. Okusinziira ku mawulire okuva mu Shanghai Steel Union, bbeeyi eya bulijjo eya bbaatule-grade lithium carbonate nga February 20, 2023 yali 435,000 yuan/ton, okukendeera kwa 5,000 yuan okuva ku ssente ezaali zisaasaanyiziddwa ku buli looti, ​​ate era okutwalira awamu yakendeera ebitundu 15.94% omwaka gwonna. Singa kibalirirwa okusinziira ku kukendeera okuva ku mutindo ogwa waggulu ogwa 590,000 yuan/ton nga November 23, 2022, egudde ebitundu 26.27% okutwalira awamu.

Okudda kw’emiwendo gya lithium kulina akakwate akalungi ku bakola bbaatule za lithium era n’ekitongole ky’ekifo ekitereka amaanyi mu ndowooza. Obutoffaali bwa bbaatule bukiikirira ebitundu nga 60% ku bbeeyi y’enkola ezitereka amaanyi. Ekisenge ky’obulungi bizinensi ky’esobola okutumbula kijja kuvuga butereevu sipiidi y’enkola y’okutunda emirimu gy’okutereka amaanyi. Ng’oggyeeko pulojekiti ezitannaba kulwawo olw’obulwadde bwa ssennyiga omukambwe omwaka oguwedde, obusobozi obupya obw’okuteekebwa ku pulojekiti z’ebifo eby’okutereka amasannyalaze mu 2023 buyinza okuleeta enkulaakulana ey’amangu.

Okusinziira ku bibalo okuva mu Power Storage Space Application Branch of the China Chemical as well as Physical Power Market Association, ku nkomerero ya 2022, amaanyi gonna agateekeddwa mu mirimu gy’eggwanga lyange egy’okutereka amasannyalaze gatuuse ku 66.493 GW. Mu zo, amaanyi gonna agateekeddwa mu kyuma ky’amasannyalaze agaterekebwa mu ppampu gali 54.715 GW, ekitegeeza ebitundu 82.29%; ensengekera y’emirimu egenda mu maaso ey’emirimu gy’okutereka amaanyi g’amasannyalaze mu kifo ky’amasannyalaze eri 10.78 GW, ekikiikirira 16.21%; okukuŋŋaanyizibwa kw’emirimu gy’emirimu gy’okutereka amaanyi amayonjo/okutereka amaanyi ag’ebbugumu eri MW 531.2, Ekola ebitundu 0.80%; emirimu emirala egy’ekikugu egy’okutereka amaanyi mu kifo (okusinga nga gitegeeza okutereka amaanyi ga flywheel, empewo enyigirizibwa ne supercapacitors) girina amaanyi okutwalira awamu agateekeddwamu ga 465.9 MW, ekitegeeza 0.70%.

Ekipimo ekikung’aanyiziddwa eky’emirimu gy’okutereka amaanyi g’amasannyalaze kituuse ku 10.782 GW/23.464 GWh, nga ku zino ekipimo ekikuŋŋaanyiziddwa eky’ekifo ekitereka amaanyi ga bbaatule ya lithium-ion kitwaliddwa mu nkola 10.077 GW, nga kikola ebitundu 93.47%; ekifo ekigenda mu maaso eky’okutereka amaanyi ga bbaatule ya lead kitwaliddwa mu nkola 287.2 MW, ekikiikirira 2.66%; Ekipimo ky’emirimu ekikuŋŋaanyiziddwa eky’okutereka amaanyi ga bbaatule ezitambula amazzi kyali MW 276.65, nga kikola ebitundu 2.56%; okukuŋŋaanyizibwa kw’emirimu gy’emirimu emirala egy’enjawulo egy’obuyiiya bw’amasannyalaze egy’okutereka amaanyi gyali MW 142.29, nga kino kitegeeza 1.32%.

Ebibalo okuva mu ttabi ly’okukozesa amasannyalaze mu kifo ekitereka amasannyalaze mu China Chemical and Physical Power Supply Market Association biraga nti ku nkomerero ya 2022, emirimu egy’enjawulo egy’okutereka amasannyalaze egy’omuggundu egikolebwa mu nsi yange mu butuufu gituuse ku 932, era omugatte gw’emirimu gy’okutereka amasannyalaze 674 mu butuufu gyateekebwa mu nkola mu 2021. Okuva mu January okutuuka mu December 2022, amaanyi amapya 258 pulojekiti z’ebifo eby’okuterekamu ebintu mazima ddala zijja kuteekebwa mu nkola, nga zirina amaanyi agateekeddwa mu bujjuvu aga MW 20585.9; mu byo, emirimu 232 egy’okutereka amasannyalaze mu bifo eby’amasannyalaze, nga giteekeddwako amaanyi ga 5593MW/12058.1 MWh; okutwaliza awamu pulojekiti empya ez’okutereka amaanyi agatali ga masanyalaze mazima ddala zijja kuteekebwa mu nkola 13 (pulojekiti 7 ez’okutereka amaanyi ga flywheel, omulimu 1 ogw’empewo enyigirizibwa, omulimu 1 ogwa supercapacitor, emirimu 4 egy’okutereka amaanyi ag’ebbugumu), nga zirina ekipimo kya 187.9 MW/660.2 MWh nga zikola; Emirimu 13 emipya ennyo egy’okutereka ebintu nga gipambiddwa nga gikola, nga girina obusobozi bw’okuteekawo 14805MW. Omugatte gw’emirimu egy’enjawulo egy’okutereka amaanyi emipya ennyo egy’okutandika okukola guli 5941.12 MW/ 13418.25 MWh.

Mu mwaka gwa 2022, obusobozi bw’okuteekawo ebifo eby’okutereka amasannyalaze ebiyungiddwa ku mudumu mu nsi yonna ne mu China bugenda kukubisaamu emirundi ebiri obw’omwaka oguwedde. Essence Stocks esuubira nti mu mwaka gwa 2023, obukwakkulizo ku kussa mu nkola emirimu gy’ebifo eby’okutereka amaanyi n’ebintu ebikulu mazima ddala bujja kukendeezebwa nnyo, awamu n’omuwendo gw’ebifo eby’okutereka amasannyalaze ebiyungiddwa ku mudumu gusuubirwa okusigala nga guli waggulu. okwongera. Obusobozi bw’okutereka amasannyalaze obuteekeddwa ku mudumu mu nsi yonna busuubirwa okweyongera nnyo okuva ku 71.7 GWh mu 2015 okutuuka ku 130GWh mu 2023, ate obusobozi bw’okuteekebwa ku mudumu gw’omunda mu ggwanga busuubirwa okuva ku 6GW mu 2014 okutuuka ku 15GW mu 2023.