Maitiro ekutetepa kwemhangura akajeka.Muna 2020, 6μm lithium bhatiri yemhangura foil inogona kuve iyo huru yemusika.Kune mabhatiri emagetsi, kune rumwe rutivi, 6μm lithium bhatiri yemhangura foil ine yakakwira simba density, zviri nani zvemuviri zvimiro uye yakagadzikana makemikari ehupfumi kupfuura 8μm;kune rumwe rutivi, inogona kugutsa zviri nani musoro bhatiri vanogadzira vachitsvaga kusiyanisa kukwikwidza.Zvinotarisirwa kuti 6μm inotarisirwa kutsiva 8μm gore rino uye ive huru yechizvarwa chitsva che lithium battery copper foil.
Kana 6μm ikava iyo huru mune ramangwana, iyo nyowani inopihwa ichanyanya kuuya kubva mukuwedzera kwekugadzirwa kwakarongwa nemugadziri, uye switch kubva yechinyakare 8μm kusvika 6μm.Nekudaro, iyo lithium bhatiri yemhangura foil indasitiri ine yakasimba zvipingamupinyi zvemidziyo, zvipingamupinyi zvechitupa uye zvipingamupinyi zvehunyanzvi (mutengo wegoho), zvichiita kuti zviome kune vatsva kupinda munguva pfupi;kuratidzwa kukuru ndiko kutengwa kwemidziyo yakakosha (cathode rolls, foil machines), uye kugadzirwa kutsva.Pane yegore rimwe rekuvaka hwindo nguva yezvivakwa uye muyedzo wekugadzira nguva yemutsara.Panguva imwecheteyo, iyo simba bhatiri certification cycle yemhangura foil inenge hafu yegore, uye kugadzirwa kwemazhinji kunotora inenge hafu yegore, zvichiita kuti kuwedzera kwekugadzirwa kwesimba kusakwanise kukurumidza kuiswa pamusika munguva pfupi. nguva.Vagadziri varipo vanoedza kushandura kubva pa8μm kuenda ku6μm, foil yakajairwa kuenda ku lithium copper foil, pane kugadzirwa kurasikirwa mwero, mutsauko mukuru mukukohwa kwebhizinesi uye imwe nguva yekutendeuka.Zvinotarisirwa kuti kupihwa kwe6μm lithium copper foil muna 2020-2021 kunogona kunge kuchiri kunyanya kubva kufekitori hombe yekutanga.
Demand side:Iyo yakadzika 6μm yekupinda mwero iri kukurumidza kuwedzera, uye yakakura yekuda kukura inogoneka.Zvichienderana nechikamu cheternary uye lithium iron phosphate mabhatiri mumafekitori emagetsi emagetsi akasiyana uye inotarisirwa kukura kwekukura, zvinotarisirwa kuti simba remumba rekushandisa bhatiri re lithium copper foil rinogona kuwedzera ne31% kusvika 75,000 matani muna 2020;iyo, kushandiswa kwe6μm lithium copper foil Ichawedzera ne 78% kusvika ku46,000 tani, kuwedzera kwe20,400 matani, uye kupindira kwe6μm lithium bhatiri yemhangura yemhangura inogonawo kuwedzera kubva ku49% kusvika ku65%.Munguva yepakati uye yakareba, avhareji yegore negore kukura kwehuwandu hwekudiwa kwe6μm lithium bhatiri yemhangura foil muna 2019-2022 inotarisirwawo kusvika 57.7%, uye kukura kwekuda kukuru mune ramangwana kunogona kuenderera.
Supply uye zvinodiwa maitiro:Iyo 6μm yekugovera uye gomba rekuda rinogona kuoneka muna 2020, uye mwero wegoho uye hunobudirira hwekugadzira huchasarudza purofiti.Zvinotarisirwa kuti muna 2020, nyika 6μm lithium bhatiri yemhangura foil ichachinja kubva kune yakawandisa muna 2019 kuenda kune yekugovera uye kudiwa gap, uye vanoda vanogadzira vanozove vakasiyana;pachava ne1.5-2 gore rekuwedzera hwindo nguva yekushandurwa kwepamusoro uye kuvakwa kwemutsara mutsva wekugadzira, uye gaka rinotarisirwa Ramba richiwedzera, 6μm lithium bhatiri yemhangura foil inogona kuva nekuwedzera kwemutengo wekugadzirisa.Iyo 6μm inoshanda yekugadzira kugona uye goho chiyero chelithium bhatiri yemhangura foil vagadziri vanozotarisa huwandu hwe pundutso.Kunyangwe vachikwanisa kukurumidza kuwedzera iyo 6μm yegoho uye inobudirira yekugadzira inove iyo yepakati poindi yekuti vagadziri vanogona kunakidzwa neiyo indasitiri mugove.
(Kwakabva: China Industrial Securities Research)
Nguva yekutumira: Oct-13-2021