Qhov sib txawv ntawm cov ntawv ci tooj liab thinning yog qhov tseeb.Xyoo 2020, 6μm lithium roj teeb tooj liab yuav dhau los ua lub hauv paus ntawm kev ua lag luam.Rau cov roj teeb fais fab, ntawm ib sab tes, 6μm lithium roj teeb tooj liab ntawv ci muaj lub zog ntau dua, lub cev zoo dua qub thiab cov khoom siv tshuaj ruaj khov dua li 8μm;ntawm qhov tod tes, nws tuaj yeem ua tau zoo dua lub taub hau roj teeb manufacturers nrhiav kev sib tw sib txawv.Nws cia siab tias 6μm yuav tsum hloov 8μm xyoo no thiab dhau los ua lub ntsiab ntawm cov tiam tshiab ntawm lithium roj teeb tooj liab ntawv ci.
Yog tias 6μm dhau los ua qhov tseem ceeb hauv lub neej yav tom ntej, cov khoom siv tshiab yuav yog los ntawm kev nthuav dav ntawm cov khoom tsim los ntawm cov chaw tsim khoom, thiab hloov los ntawm ib txwm 8μm mus rau 6μm.Txawm li cas los xij, kev lag luam lithium roj teeb tooj liab ntawv ci muaj cov khoom siv muaj zog, cov ntaub ntawv pov thawj thiab cov teeb meem kev lag luam (yield npaum li cas), ua rau nws nyuaj rau cov neeg tshiab nkag mus rau lub sijhawm luv luv;Qhov kev tshwm sim tseem ceeb yog kev yuav khoom ntawm cov khoom siv tseem ceeb (cathode rolls, foil machine), thiab kev tsim khoom tshiab.Muaj ib lub sijhawm tsim kho qhov rais rau kev tsim kho vaj tse thiab lub sijhawm sim ua haujlwm ntawm txoj kab.Nyob rau tib lub sijhawm, lub zog hluav taws xob daim ntawv pov thawj lub voj voog rau cov ntawv ci tooj liab yog kwv yees li ib nrab xyoo, thiab kev tsim khoom loj yuav siv sij hawm tsawg kawg yog ib nrab xyoo, ua rau kev nthuav dav ntawm cov peev txheej tsis tuaj yeem muab tso rau hauv kev lag luam sai hauv lub sijhawm luv luv. sij hawm.Cov tuam txhab lag luam uas twb muaj lawm sim hloov ntawm 8μm mus rau 6μm, cov ntawv ci txheej txheem rau lithium tooj liab ntawv ci, muaj qhov poob ntau lawm, qhov sib txawv loj hauv kev lag luam tawm los thiab qee lub sijhawm hloov pauv.Nws cia siab tias cov khoom ntawm 6μm lithium tooj liab ntawv ci hauv 2020-2021 tseem tuaj yeem yog los ntawm thawj lub Hoobkas loj.
Xav tau sab:Tus nqi qis qis 6μm nkag mus tau nrawm nrawm, thiab qhov kev thov siab loj hlob tuaj.Raws li qhov kev faib ua feem ntawm ternary thiab lithium hlau phosphate roj teeb nyob rau hauv txawv domestic fais fab roj teeb factories thiab cov kev cia siab ntawm kev loj hlob tus nqi, nws xav tias lub hwj chim domestic roj teeb siv lithium tooj liab ntawv ci yuav nce 31% mus rau 75,000 tons hauv 2020;ntawm uas, kev noj ntawm 6μm lithium tooj liab ntawv ci Nws yuav nce 78% mus rau 46,000 tons, nce ntawm 20,400 tons, thiab tus nqi nkag ntawm 6μm lithium roj teeb tooj liab ntawv ci kuj tseem tuaj yeem nce los ntawm 49% mus rau 65%.Nyob rau hauv nruab nrab thiab ntev lub sij hawm, qhov nruab nrab txhua xyoo kev loj hlob tus nqi ntawm kev thov rau 6μm lithium roj teeb tooj liab ntawv ci nyob rau hauv 2019-2022 kuj tseem xav kom ncav cuag 57.7%, thiab kev xav tau kev loj hlob nyob rau yav tom ntej yuav mus ntxiv.
Kev xa khoom thiab kev xav tau trends:6μm cov khoom siv thiab kev xav tau sib txawv tuaj yeem tshwm sim hauv 2020, thiab tus nqi tawm los thiab cov peev txheej tsim tau zoo yuav txiav txim siab tau txais txiaj ntsig.Nws cia siab tias xyoo 2020, lub teb chaws 6μm lithium roj teeb tooj liab yuav hloov los ntawm cov khoom seem hauv 2019 mus rau qhov sib txawv ntawm cov khoom siv thiab kev xav tau, thiab cov neeg tsim khoom xav tau yuav muaj ntau haiv neeg;yuav muaj 1.5-2 xyoo expansion qhov rais lub sij hawm rau superimposed hloov dua siab tshiab thiab tshiab ntau lawm kab kev tsim kho, thiab qhov sib txawv yuav tsum tau txuas mus ntxiv, 6μm lithium roj teeb tooj liab ntawv ci tej zaum yuav muaj tus qauv nqi nce.Lub 6μm muaj peev xwm tsim tau zoo thiab cov txiaj ntsig ntawm lithium roj teeb tooj liab ntawv ci cov tuam txhab yuav txiav txim siab qib ntawm cov txiaj ntsig.Txawm hais tias lawv tuaj yeem nce tus nqi 6μm sai thiab muaj peev xwm tsim tau zoo yuav dhau los ua qhov tseem ceeb ntawm seb cov tuam txhab puas tuaj yeem txaus siab rau kev lag luam nyiaj faib.
(Source: Tuam Tshoj Industrial Securities Research)
Post lub sij hawm: Oct-13-2021