Ukuthambekela kokuncipha kwe-foil cropper kucacile. Ngo-2020, i-6μm lithium yebhethri yebhethri i-foil ingahle ibe yimakethe yemakethe. Amabhethri anamandla, ngakolunye uhlangothi, i-6μm lithium yebhethri yebhethri i-foil ephakeme yamandla, izakhiwo ezingcono zomzimba kanye nezinto ezizinzile zamakhemikhali ezizinzile kune-8μm; Ngakolunye uhlangothi, kungagculisa kangcono abakhiqizi bebhethri ekhanda abafuna ukuncintisana okuhlukile. Kulindelwe ukuthi ama-6μm kulindeleke ukuthi athathe isikhundla esingu-8μm kulo nyaka futhi abe yindawo entsha yesizukulwane esisha se-Lithium Battery Copper Foil.
Uma ngabe i-6μM iba yinto evamile ngokuzayo, ukutholakala okusha kuzovela ikakhulu ekwandeni kokukhiqiza okuhlelwe ngumenzi, kanye nokushintsha okuvela ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuya ku-6μM kuye ku-6μM. Kodwa-ke, imboni ye-lithium yethusi ye-Popper Foil inezithiyo eziqinile zemishini, izithiyo zesitifiketi kanye nezithiyo zobuchwepheshe (isilinganiso sezithelo), okwenza kube nzima ukuthi abangenela abasha bangene esikhathini esifushane; Ukubonakaliswa okuyinhloko ukuthengwa kwemishini eyisisekelo (ama-cathode rolls, imishini ye-foil), kanye nomkhiqizo omusha. Kunesikhathi sokwakha unyaka owodwa wengqalasizinda kanye nesikhathi sokukhiqizwa kwesilingo somugqa. Ngasikhathi sinye, umjikelezo webhethri webhethri we-Power Certification we-Foil Foil ucishe ube yingxenye yonyaka, futhi ukukhiqizwa kwabantu abaningi kuzothatha okungenani isigamu esingangesigamu sonyaka, okwenza ukwanda kwenani lokukhiqiza akwazi ukufakwa ngokushesha emakethe ngesikhathi esifushane. Abakhiqizi abakhona bazama ukushintsha kusuka ku-8μM kuya ku-6μm, i-foil ejwayelekile ku-lithium yethusi Foil, kunesilinganiso esikhulu sokudla, umehluko omkhulu wesikhathi sokuvunyelwa kwebhizinisi nesikhathi esithile sokushintsha. Kulindelwe ukuthi ukuhlinzekwa kwe-6μm lithium yethusi yethusi i-foil ngo-2020-2021 kusekuningi kakhulu kuvela efektri enkulu yokuqala.
Isidingo Side:Izinga lokungena kwe-DownTream 6μm liyanda ngokushesha, futhi ukukhula okuphezulu okuthe xaxa kuyasikhanyiswa. Ngokusekelwe kwingxenye yamabhethri we-ternary kanye ne-lithium iron phosphate emafektri ahlukene webhethri lamandla asekhaya kanye nezinga lokukhula okulindelekile kokukhiqizwa, kulindeleke ukuthi ukusetshenziswa kwebhethri kagesi kwasekhaya kwe-Lithium Copper Foil kungakhuphuka ngamathani angama-750; Ngakho-ke, ukusetshenziswa kwe-6μm Lithium Copper Foil kuzokhuphuka ngamathani angama-78 kuye kwangama-46,000, kwakhuphuka amathani angama-20 400, kanye nezinga lokungena kwebhethri le-6μm lithium ne-65%. Esikhathini esiphakathi nesikhathi eside, isilinganiso sokukhula sonyaka esijwayelekile sokufunwa kwe-6μm lithium Cropper Foil ngo-2019-2022 kulindeleke futhi ukuthi sifinyelele kuma-57.7%, futhi ukukhula okuphezulu okusheshayo esikhathini esizayo kungaqhubeka.
Ukuhlinzekwa kanye nezindlela ezifunwayo:Ukuhlinzekwa kwe-6μm kanye nokufunwa igebe kungavela ngo-2020, futhi isilinganiso sesivuno kanye nekhono lokukhiqiza elisebenzayo lizonquma inzuzo. Kulindeleke ukuthi ngo-2020, i-purge yebhethri yezwe le-6μm lithium ye-6μm lithium izoshintsha kusuka kokuningi ku-2019 kuye ekuhlinzekweni futhi ifune igebe, futhi abakhiqizi bazokwahluka; Kuzoba nesikhathi sewindi le-1.5-2 kanyaka wokuguqulwa okuphezulu kakhulu nokuguqulwa komugqa omusha wolayini wokukhiqiza, futhi igebe kulindeleke ukuthi liqhubeke ukwandisa, i-foil ye-6μm lithium yebhethri yebhethri ingaba nokwanda kwentengo ehlelekile. Umthamo we-6μm ophumelelayo wokukhiqiza kanye nezinga lokuvuna le-Lithium Battery Copper Coil Alecres kuzonquma izinga lenzuzo. Ukuthi bangakhulisa ngokushesha isilinganiso sezithelo ezingama-6μm futhi umthamo wokukhiqiza ophumelelayo uzoba iphuzu eliyisisekelo lokuthi abakhiqizi bangajabulela ukwahlukaniswa kwemboni.
(Umthombo: China China Securities Securities)
Isikhathi sePosi: Oct-13-2021