Igiciro cya selile ya batiri kiragabanuka, kimwe nisoko ryo kubika ingufu ziteganijwe ko rizakomeza kwiyongera vuba muri 2023

Ububiko bw'amashanyarazi mu Bushinwa Amakuru: Dukurikije isuzuma ry’ishami ry’ububiko bw’amashanyarazi ishami ry’Ubushinwa ndetse n’umuryango w’isoko ry’ingufu z’amashanyarazi, Kamena 2022 rwose bizahinduka impinduka zigabanuka ry’ibiciro by’ingirabuzimafatizo zibika ingufu. Kuva muri Gashyantare kugeza Gicurasi 2022, ikiguzi cyo kubika ingufu zizaba ku isoko. Igiciro cya litiro karubone yo mu rwego rwa batiri, ibikoresho byo hejuru byo hejuru, mu by'ukuri yazamutse cyane kugeza kuri 600.000 Yuan / toni mu 2022, nyamara yagabanutse munsi y'abanywanyi ku isoko ryo kubika amashanyarazi. Biragaragara, bateri yo kubika ingufu Hanze yinzira igenda. Kuva ku ya 20 Gashyantare 2023, igiciro cya sisitemu yo kubika ingufu za kwadarato / silindrike kandi na selile / yoroshye ipakira ingirabuzimafatizo ni 0.925 Yuan / Wh, kandi nigiciro cyibikoresho byingirabuzimafatizo zibika ingufu (6000 cycle) ni 0.895 yuan / Wh, ubundi bwoko nabwo buri muri 0,98 Yuan / Wh.

Nk’uko bigaragazwa n’amasoko agezweho yo gutanga amasoko, amagambo yatanzwe mu mishinga yo kubika ingufu mu 2023 akomeje kugabanuka, hamwe n’ikigereranyo cyo hagati ya 1.26-1.31 yuan / Wh, kikaba kiri munsi ya 8% ugereranije n’igiciro gisanzwe cya 1.48 Yuan / Wh mu 2022, nacyo kikaba kigaragaza rwose ibihembo byazanywe n’igabanuka ry’ibiciro hejuru y’urwego rw’inganda.

Igiciro kinini cya lithium karubone umwaka ushize yatumye ubucukuzi bwa lithium buzwi ibigo byinjiza amafaranga menshi. Dukurikije iteganyagihe ryakozwe mu 2022, amafaranga yinjiza mu masosiyete arambuye ya lithium yazamuye inshuro nyinshi cyangwa wenda inshuro nyinshi. 'Qi Wang ' Tianqi Inganda za lithium zirishimira cyane isi. Muri 2022, amafaranga yinjiza rwose azaba miliyari 23.1 kugeza kuri miliyari 25,6, yongerewe inshuro 10.1 kugeza kuri 11.3 umwaka ushize. Yazamuwe kuva inshuro 15,6 kugeza kuri 17.4. Isoko rya 'Umwami wa Gan ' Isoko rya Litiyumu ya Ganfeng naryo ryishimiye itsinda. Biteganijwe ko amafaranga yinjira ku rubuga yitirirwa abashoramari b'amasosiyete yashyizwe ku rutonde mu mwaka wose wa 2022 azaba miliyari 18 kugeza kuri miliyari 22 z'amayero, umwaka ushize uzamuka 244.27% -320.78%. Umugabane wa Rongjie (002192) 2022 iteganyagihe ry’imikorere ya buri mwaka Amafaranga yinjira kuri interineti aturuka ku bashoramari b’amasosiyete azwi ni miliyari 2,2-2,6, yiyongereyeho 3121.58% -3707.33% mu gihe kimwe cy’umwaka ushize. Ibi ni igisenge cyo gukura gusa. Kugabanuka kwinjiza amafaranga atari munsi ya miliyoni 100, ni miliyoni 63.34 gusa. Amakuru aturuka muri Shanghai Steel Union avuga ko igiciro gisanzwe cya litiro ya karubone yo mu rwego rwa batiri ku ya 20 Gashyantare 2023 yari 435.000 Yuan / toni, igabanuka ry’amafaranga 5000 kuva ku giciro cyabanjirije ubufindo, ndetse no kugabanuka kwa 15.94% mu mwaka wose. Niba ibarwa hashingiwe ku kugabanuka kuva hejuru ya 590.000 yuan / toni ku ya 23 Ugushyingo 2022, yagabanutseho 26.27% muri rusange.

Kugaruka kw'ibiciro bya lithium bigira ingaruka nziza kubakora batiri ya lithium ndetse no murwego rwo kubika ingufu mubitekerezo. Utugingo ngengabuzima twerekana hafi 60% yikiguzi cya sisitemu yo kubika ingufu. Icyumba gikora neza ubucuruzi bushobora kuzamura bizahita bitwara umuvuduko wibikorwa byo gupiganira imirimo yo kubika ingufu. Hamwe nimishinga itegereje yatinze kubera ingaruka zicyorezo cyumwaka ushize, ubushobozi bushya bwongerewe ubushobozi bwimishinga yo kubika amashanyarazi mumwaka wa 2023 bushobora kuzana iterambere ryihuse.

Dukurikije imibare yatanzwe n’ishami rikoresha ingufu z’ububiko bw’amashanyarazi mu Bushinwa ndetse n’ishyirahamwe ry’isoko ry’ingufu z’amashanyarazi, mu mpera za 2022, ingufu zose zashyizwe mu bikorwa byo kubika amashanyarazi mu gihugu cyanjye zigeze kuri 66.493 GW. Muri byo, ingufu zishyizwe hamwe n’amashanyarazi yabitswe ni 54.715 GW, bingana na 82.29%; urwego rugenda rutera imbere rwibikorwa byo kubika ingufu za electrochemic ni umwanya wa 10.78 GW, bingana na 16.21%; igiteranyo cyibikorwa byo kubika neza / kubika ingufu zumuriro wumuriro ni 531.2 MW, Kubara 0,80%; ibindi bikoresho bya tekiniki yo kubika umwanya (cyane cyane bivuga kubika ingufu za flawheel, guhumeka ikirere hamwe na supercapacitor) bifite ingufu zose zashyizweho zingana na MW 465.9, bingana na 0.70%.

Igipimo cyegeranijwe cyo kubika ingufu z'amashanyarazi ingufu z'amashanyarazi zigeze kuri 10.782 GW / 23.464 GWh, muri zo igipimo cy’umubare w’ububiko bw’ingufu za batiri ya lithium-ion cyatangiye gukoreshwa 10.077 GW, bingana na 93.47%; urwego rugenda rutera imbere rwo kubika amashanyarazi ya batiri rwakoreshejwe mu bikorwa 287.2 MW, bingana na 2.66%; Igipimo cyibikorwa byo kubika ingufu za batiri zitwara amazi yari 276.65 MW, bingana na 2.56%; igiteranyo cyibikorwa byizindi mirimo itandukanye yo guhanga amashanyarazi amashanyarazi yari 142.29 MW, bingana na 1.32%.

Imibare yaturutse mu ishami ry’ububiko bw’amashanyarazi ishami ry’isoko ry’Ubushinwa ritanga amasoko y’imiti n’umubiri agaragaza ko mu mpera za 2022, imirimo itandukanye yo kubika ingufu z’amashanyarazi ikorera mu gihugu cyanjye igeze ku 932, kandi imirimo 674 yo kubika ingufu z’amashanyarazi yashyizwe mu bikorwa mu 2021. Kuva muri Mutarama kugeza Ukuboza 2022, hazashyirwaho ingufu za MW58; muribo, imirimo yo kubika amashanyarazi 232 amashanyarazi, ifite ingufu zingana na 5593MW / 12058.1 MWh; muri rusange imishinga mishya yo kubika ingufu zitari amashanyarazi n’amashanyarazi izashyirwa mu bikorwa rwose 13 (imishinga 7 yo kubika ingufu za flawheel, akazi ko mu kirere 1 kanda, umurimo wa supercapacitor 1, imirimo 4 yo kubika amashanyarazi), ifite igipimo cya 187.9 MW / 660.2 MWh; 13-shyashya-pompe yububiko bwibikorwa bikora, hamwe nubushobozi bwa 14805MW. Ubwoko butandukanye bwibikorwa bishya byo kubika ingufu bitangira gukoreshwa ni 5941.12 MW / 13418.25 MWh.

Mu 2022, hashyizweho ubushobozi bwo kubika ingufu zahujwe n’ingufu zibikwa ku isi ndetse no mu Bushinwa bizikuba kabiri ibyo mu mwaka ushize. Ububiko bwa Essence buteganya ko mu 2023, imbogamizi ku ishyirwa mu bikorwa ry’imirimo yo kubika ingufu z’ibikoresho by’ibanze zizagabanuka cyane, kimwe n’igipimo cy’ububiko bw’amashanyarazi giteganijwe kuzakomeza kuba hejuru. kwiyongera. Biteganijwe ko ubushobozi bwo kubika amashanyarazi ku isi hose buteganijwe kwiyongera ku buryo bugaragara kuva kuri 71.7 GWh muri 2015 bukagera kuri 130GWh mu 2023, kandi ubushobozi bwo kwishyiriraho imiyoboro yo mu gihugu buteganijwe kwihuta kuva kuri 6GW muri 2014 bukagera kuri 15GW muri 2023.