SHANGHAI, Nov 19 (SMM) - Ua hoʻomaka ʻo Kina e hoʻokō i ka hoʻokaʻawale mana mai ka hopena o Kepakemapa, a hiki i ka hoʻomaka ʻana o Nowemapa. Ua piʻi aʻe nā kumukūʻai o ka uila a me ke kinoea maoli ma nā panalāʻau like ʻole mai ka waena o ʻOkakopa me ka paʻa o ka ikehu.
Wahi a nā noiʻi SMM, ua piʻi aʻe nā kumukūʻai o ka uila a me ke kinoea ma Zhejiang, Anhui, Shandong, Jiangsu a me nā panalāʻau ʻē aʻe ma mua o 20% a me 40%. ʻO kēia ka mea i hoʻokiʻekiʻe nui i ke kumukūʻai hana o ka ʻoihana semis keleawe a me ka ʻoihana hoʻoheheʻe i lalo o nā lāʻau keleawe.
Nā lāʻau cathode keleawe: ʻO ke kumukūʻai o ke kinoea kūlohelohe i ka ʻoihana copper cathode rod ka helu no 30-40% o ka huina o ke kumu kūʻai. Ua piʻi aʻe nā kumukūʻai kinoea kūlohelohe ma Shandong, Jiangsu, Jiangxi a me nā wahi ʻē aʻe mai ʻOkakopa, me ka loaʻa kālā ma waena o 40-60%/m3. E hoʻonui ʻia ke kumukūʻai hana no kēlā me kēia mt o nā huahana ma nā ʻoihana e 20-30 yuan/mt. ʻO kēia, me ka piʻi ʻana o nā kumukūʻai o ka hana, ka hoʻokele a me ka ukana, ua hoʻonui ʻia ke kumukūʻai holoʻokoʻa e 80-100 yuan/mt makahiki i ka makahiki.
Wahi a ka noiʻi SMM, ua hoʻonui iki ʻia kahi helu liʻiliʻi o nā mea kanu koʻokoʻo keleawe e 10-20 yuan/mt i ʻOkakopa, akā haʻahaʻa ka ʻae ʻia ʻana e nā mea kanu enamelled lalo. A ʻaʻole i kiʻekiʻe nā kumukūʻai kūʻai maoli. Ua piʻi ka uku hana o ka uea keleawe no kekahi mau hui liʻiliʻi wale nō i nele i ka mana kūkākūkā ma luna o ke kumu kūʻai. No nā mea kanu koʻokoʻo keleawe, e piʻi paha nā kumukūʻai o nā kauoha lōʻihi no ka copper cathode. Hoʻolālā ka hapa nui o nā mea hana copper cathode rod e hoʻonui i nā uku hana makahiki ma lalo o nā ʻaelike lōʻihi e 20-50 yuan/mt.
Pāpaʻa keleawe/pepa a me ka ʻili: ʻO ke kaʻina hana o ka pā keleawe/pepa a me ka ʻōwili e komo pū me ka ʻōwili anu a me ka ʻōwili wela. Hoʻohana wale ke kaʻina hana anuanu i ka uila, e helu ana i ka 20-25% o ke kumukūʻai hana, ʻoiai ke kaʻina hana ʻōwili wela e hoʻohana nui i ke kinoea maoli a me kahi liʻiliʻi o ka uila, e helu ana ma kahi o 10% o ka huina kālā. Ma hope o ka piʻi ʻana o nā kumukūʻai uila, ua piʻi ke kumu kūʻai o ka mt o ka pā/pepa i ʻōwili ʻia a me ka hoʻokuʻu ʻia i ka 200-300 yuan/mt. ʻO ka loaʻa ʻana o nā kumukūʻai kinoea maoli i hoʻonui ʻia ke kumukūʻai o ka pā/pepa wela a me nā mea kanu wehe ʻia e 30-50 yuan/mt. E like me ka hoʻomaopopo ʻana o SMM, he helu liʻiliʻi wale nō o nā mea kanu keleawe i hoʻokiʻekiʻe liʻiliʻi i nā uku hana no nā mea kūʻai mai lalo, ʻoiai ʻo ka hapa nui o nā mea kanu i ʻike i nā waiwai haʻahaʻa ma waena o nā kauoha nāwaliwali mai nā mea uila, waiwai paʻa a me nā mākeke o waho.
Paipu keleawe:ʻO ke kumukūʻai hana o ka uila i loko o ka ʻoihana keleawe keleawe ma kahi o 30% o ka nui o ke kumukūʻai hana. Ma hope o ka piʻi ʻana o nā kumukūʻai uila, piʻi ke kumukūʻai ma ka hapa nui o nā mea hana. Ua hoʻokiʻekiʻe nā mea kanu keleawe keleawe nui i kā lākou uku hana ma 200-300 yuan/mt. Ma muli o ke kiʻekiʻe o ka mākeke o nā hui nui, ua koi ʻia nā ʻoihana o lalo e ʻae i nā uku hoʻoili kiʻekiʻe.
Pepa keleawe:ʻO ke kumu kūʻai o ka uila ma kahi o 40% o ka nui o ke kumukūʻai hana ma ka ʻoihana copper cathode foil. ʻO ka hapa nui o nā mea kanu keleawe i ʻōlelo ʻia ua piʻi ka awelika o ke kumukūʻai uila o nā wā kiʻekiʻe a me nā wā waho i kēia makahiki ma 10-15% mai ka manawa like i ka makahiki i hala. ʻO nā uku hana o nā mea kanu keleawe keleawe e pili kokoke ana i ka noi o lalo.
I ka hapa mua o ka makahiki, ua ikaika ka noi mai ka ikehu hou a me nā ʻoihana uila, a ua piʻi nui nā uku hana o nā mea kanu keleawe. I ka lohi ʻana o ka ulu ʻana o ka noi i lalo i ka hapaha ʻekolu, ʻaʻole i loli nui nā uku hoʻoili o ka copper foil i hoʻohana ʻia i nā kaʻa uila. Ua hoʻoponopono ka poʻe hana hana pahu pahu lithium i nā uku hana no kekahi mau hui pākaukau e koi ana i ka laulā o ka foil.
Uea a me ke kaula:ʻO ke kumukūʻai o ka uila ma ka uea a me ka ʻoihana kelepona e pili ana i ka 10-15% o ka nui o nā kumukūʻai hana. He haʻahaʻa ka lākiō hoʻohuihui holoʻokoʻa o ka uea a me ka ʻoihana uea o Kina, a ua nui ka overcapacity. Noho ka uku hana ma 10% o ka huina kumukūʻai huahana a puni ka makahiki. ʻOiai ke piʻi nui ʻia ke kumukūʻai o ka hana, nā mea waiwai, ka hoʻokele a me ka logistic, paʻakikī i nā kumukūʻai o nā huahana uea a me nā huahana uea e hahai. No laila, hoʻopau ʻia ka loaʻa kālā ma nā ʻoihana.
Ua loaʻa kekahi ʻano pilikia i ka ʻoihana waiwai i kēia makahiki, a ua piʻi aʻe ka pilikia o ka paʻa kālā. ʻO ka hapa nui o nā hui uea a me nā hui kelepona ʻoi aku ka makaʻala i ka ʻae ʻana i nā kauoha waiwai, a ʻaʻole e ʻae i nā kauoha mai ka mākeke waiwai me nā manawa lōʻihi a me ka nui o ka uku. I kēia manawa, ua nāwaliwali ka noi i ka ʻoihana waiwai, e hoʻopilikia pū i nā helu hana o nā mea kanu copper cathode rod.
uwea enamelled:ʻO ka hoʻohana ʻana i ka uila o nā mea kanu enamelled uea nui e hoʻohana ana i ka cathode keleawe e hana i nā huahana i hoʻopau ʻia no ka 20-30% o ka huina o ka hana ʻana, ʻoiai ke kumukūʻai uila o nā mea kanu uea enamelled e hoʻohana pono ana i ka uea keleawe no kahi hapa liʻiliʻi. E like me ka SMM i hoʻomaopopo, insulating varnish mooolelo no ka 40% o ka huina hoonui koina, a me ke kumu kūʻai volatility i ka hopena nui i ke kumu kuai o enamelled uea. Ua piʻi nui nā kumukūʻai o ka insulating varnish i kēia makahiki, akā ʻo ka hapa nui o nā ʻoihana i ka ʻoihana uea enamelled ʻaʻole i piʻi i kā lākou kumukūʻai i mua o nā kumukūʻai piʻi o ka insulating varnish. ʻO ke koena o ka lako a me nā koi nāwaliwali ka mea i kāohi i ka piʻi ʻana o nā uku hana o ka uea enamelled.
Ka manawa hoʻouna: Mei-22-2023