Umkhuba wokunciphisa i-copper foil ucacile.Ngo-2020, i-6μm ye-lithium yebhethri ye-copper foil ingaba inkambiso emakethe.Ngamabhethri amandla, ngakolunye uhlangothi, i-6μm lithium ibhethri ye-copper foil ine-energy ephakeme kakhulu, izakhiwo ezingcono zomzimba kanye nezakhiwo zamakhemikhali ezizinzile kune-8μm;ngakolunye uhlangothi, ingakwazi ukwanelisa kangcono abakhiqizi bebhethri ekhanda abafuna ukuncintisana okuhlukene.Kulindeleke ukuthi i-6μm kulindeleke ukuthi ithathe indawo ye-8μm kulo nyaka futhi ibe inkambiso yesizukulwane esisha se-lithium yebhethri ye-copper foil.
Uma u-6μm eba okujwayelekile esikhathini esizayo, ukunikezwa okusha kuzovela ngokuyinhloko ekwandiseni ukukhiqizwa okuhlelwe umkhiqizi, kanye nokushintsha kusuka ku-8μm okujwayelekile kuye ku-6μm.Kodwa-ke, imboni ye-lithium yebhethri ye-copper foil inezithiyo eziqinile zemishini, izithiyo zesitifiketi kanye nezithiyo zobuchwepheshe (isilinganiso sesivuno), okwenza kube nzima kwabangenayo abasha ukungena esikhathini esifushane;ukubonakaliswa okuyinhloko ukuthengwa kwemishini eyinhloko (ama-cathode rolls, imishini ye-foil), kanye nokukhiqizwa okusha.Kunenkathi yewindi lokwakha lonyaka owodwa lengqalasizinda kanye nesikhathi sokukhiqiza isilingo solayini.Ngesikhathi esifanayo, umjikelezo wokuqinisekiswa kwebhethri yamandla we-foil yethusi cishe isigamu sonyaka, futhi ukukhiqizwa ngobuningi kuzothatha okungenani isigamu sonyaka, okwenza ukwanda kwamandla okukhiqiza kungakwazi ukufakwa ngokushesha emakethe ngesikhathi esifushane. isikhathi.Abakhiqizi abakhona bazama ukushintsha kusuka ku-8μm kuya ku-6μm, i-foil ejwayelekile kuya ku-lithium yethusi ucwecwe, kukhona izinga lokulahlekelwa kokukhiqiza, umehluko omkhulu wezinga lesivuno sebhizinisi kanye nesikhathi esithile sokuguqulwa.Kulindeleke ukuthi ukunikezwa kwe-6μm ye-lithium copper foil ngo-2020-2021 kusengase kuvele ikakhulukazi efektri enkulu yokuqala.
Uhlangothi lwesidingo:Izinga lokungena elizansi nomfula elingu-6μm likhula ngokushesha, futhi ukukhula kwesidingo esikhulu kuyasimama.Ngokusekelwe kungxenye yamabhethri e-ternary kanye ne-lithium iron phosphate ezimbonini zamabhethri asekhaya ahlukene kanye nezinga lokukhula lokukhiqiza elilindelekile, kulindeleke ukuthi ukusetshenziswa kwebhethri lamandla asekhaya ecwecwe le-lithium yethusi kungase kukhuphuke ngo-31% kuya kumathani angu-75,000 ngo-2020;okuyikhona, ukusetshenziswa kwe-6μm i-lithium yethusi ucwecwe Izokhula ngo-78% kuya kumathani angama-46,000, ukwanda kwamathani angama-20,400, kanye nezinga lokungena kwe-6μm lithium ibhethri ucwecwe lwethusi lungase lukhuphuke lusuka ku-49% luye ku-65%.Esikhathini esimaphakathi nesikhathi eside, isilinganiso sonyaka sokukhula okuhlanganisiwe kwesidingo se-6μm lithium yebhethri ye-copper foil ngo-2019-2022 kulindeleke ukuthi sifinyelele ku-57.7%, futhi ukukhula kwesidingo esikhulu esikhathini esizayo kungase kuqhubeke.
Amathrendi okunikezela nesidingo:Igebe le-6μm lokuhlinzeka nesidingo lingase livele ngo-2020, futhi izinga lesivuno namandla okukhiqiza asebenzayo azonquma inzuzo.Kulindeleke ukuthi ngo-2020, ucwecwe lwezwe lwe-lithium ye-lithium yethusi lwezwe luzoshintsha lusuka ensaleni ngo-2019 luye egebeni lokuhlinzeka nokufunwa, futhi abakhiqizi bezidingo bazohlukahluka kakhulu;kuzoba nenkathi yewindi yokunwetshwa yeminyaka engu-1.5-2 yokuguqulwa okuphezulu kakhulu kanye nokwakhiwa komugqa wokukhiqiza omusha, futhi igebe lilindeleke Qhubeka nokukhula, ucwecwe lwethusi lwe-lithium yebhethri ye-6μm ingase ibe nokukhuphuka kwentengo yesakhiwo.Amandla okukhiqiza angu-6μm asebenzayo kanye nezinga lokukhiqiza labakhiqizi be-copper ye-lithium yebhethri kuzonquma izinga lenzuzo.Ukuthi bangakhuphula ngokushesha isilinganiso sesivuno esingu-6μm namandla okukhiqiza asebenzayo kuzoba iphuzu eliyinhloko lokuthi abakhiqizi bangakwazi yini ukujabulela izabelo zemboni.
(Umthombo: I-China Industrial Securities Research)
Isikhathi sokuthumela: Oct-13-2021