Mu nama ya Batiri y’amashanyarazi 2022, Zeng Yuqun, umuyobozi wa CATL (300750) (SZ300750, igiciro cy’imigabane 532, agaciro k’isoko miliyoni 1.3), yavuze ko bateri zitandukanye n’amavuta.Amavuta yagiye nyuma yo gukoreshwa, kandi ibikoresho byinshi muri bateri Byose birashobora gukoreshwa.Ati: "Dufate urugero rwa Bangpu yacu, igipimo cyo gukira nikel, cobalt, na manganese cyageze kuri 99.3%, naho igipimo cya lithium nacyo kigeze hejuru ya 90%."
Nyamara, aya magambo yabajijwe n'abantu bafitanye isano na “Lithium King” Tianqi Lithium Industry (002466) (SZ002466, igiciro cy’imigabane 116.85, agaciro k’isoko miliyari 191.8).Nk’uko ikinyamakuru cy’imari cy’amajyepfo kibitangaza, umuntu wo mu ishami rishinzwe gucunga ishoramari rya Tianqi Lithium Industry yavuze ko gutunganya lithium muri bateri ya lithium bishoboka mu buryo bw'igitekerezo, ariko uburyo bunini bwo gutunganya no gukoresha ntibushobora kugerwaho mu bikorwa by'ubucuruzi.
Niba bidafite ishingiro cyane "kuganira ku gipimo cyo gutunganya ibicuruzwa bitarenze urugero"
Gutunganya bateri: byuzuye ibitekerezo, uruhu rwukuri
Ku ya 23 Nyakanga, Yu Qingjiao, umuyobozi wa komite ishinzwe ingufu za Batiri ya 100 akaba n'umunyamabanga mukuru wa Zhongguancun (000931) Ishyirahamwe Rishya ry’ikoranabuhanga rya Batiri, yavuze ko mu kiganiro WeChat yagiranye n’umunyamakuru wa “Daily Economic News” ku ya 23 Nyakanga yavuze ko kugeza ubu litiro zitangwa. yishingikiriza kumikoreshereze ya lithium mumahanga kubera igipimo cya batiri ikoreshwa.Ugereranije ni muto.
Yagize ati: “Ubwinshi bwa theoretical recycling ya bateri yakoreshejwe na lithium-ion mu Bushinwa mu 2021 igera kuri toni 591.000, muri zo ingano ya theoretical recycling ya bateri yakoreshejwe ni toni 294.000, ingano ya recycling ya 3C hamwe n’ingufu ntoya yakoresheje bateri ya lithium-ion. ni toni 242.000, hamwe nubushakashatsi bwa recycling yububiko bwibindi bikoresho bifitanye isano Ubunini ni toni 55.000.Ariko ibi biri mubitekerezo gusa.Mubyukuri, bitewe n'impamvu nk'imiyoboro mibi itunganyirizwa ibicuruzwa, ingano nyayo yo gutunganya ibicuruzwa izagabanywa ”, Yu Qingjiao.
Mo Ke, umusesenguzi mukuru w’ubushakashatsi bwa True Lithium, na we yabwiye abanyamakuru mu kiganiro kuri terefone ko Tianqi Lithium afite uburenganzira bwo kuvuga ko "bitigeze bigerwaho mu bucuruzi" kuko ingorane zikomeye ubu ari uburyo bwo gutunganya bateri.Ati: “Kugeza ubu, niba ufite ibyangombwa, Ni uruganda rutunganya litiro ya lithium, kandi umubare wa bateri wakoreshejwe ushobora gutunganya ni hafi 10% kugeza kuri 20% ku isoko ryose.”
Lin Shi, umunyamabanga mukuru wungirije wa komite ishinzwe ubumenyi bw’urusobe rw’umwuga mu ishyirahamwe ry’inganda z’itumanaho mu Bushinwa, yabwiye abanyamakuru mu kiganiro WeChat yagize ati: “Tugomba kwitondera ibyo Zeng Yuqun yavuze: 'Mu 2035, dushobora gutunganya ibikoresho biva muri bateri y’izabukuru kugeza guhuza ibyifuzo byabantu benshi.Bimwe mubisabwa ku isoko ', ni 2022 gusa, ninde uzi ibizaba mu myaka 13? ”
Lin Shi yizera ko niba ishobora gucuruzwa ku rugero runini mu myaka irenga icumi, ibikoresho bya lithium bizakomeza kugira ubwoba byibuze mu gihe cya vuba.“Amazi ya kure ntashobora kumara inyota.”
Ati: “Mubyukuri, twese turabona ko ibinyabiziga bishya bitera imbere byihuse, itangwa rya batiri rirakomeye, kandi ibikoresho fatizo nabyo birabura.Ndibwira ko inganda zikoreshwa muri batiri zikiri murwego rwo gutekereza.Ndacyafite ibyiringiro kubisosiyete yanditse kurutonde rwibikoresho bya lithium mugice cya kabiri cyumwaka.Iyi ngingo y'inganda Ibibazo by'ibikoresho bya Litiyumu biragoye guhinduka ”, Lin Shi.
Birashobora kugaragara ko inganda zikoresha ingufu za batiri zikiri mubyiciro byambere byiterambere.Biragoye kuziba icyuho cyo gutanga ibikoresho bya lithium binyuze mumikoreshereze yumutungo.Noneho ibi birashoboka mugihe kizaza?
Yu Qingjiao yizera ko mu gihe kiri imbere, imiyoboro itunganya bateri izaba imwe mu nzira nyamukuru yo gutanga nikel, cobalt, lithium n'ibindi bikoresho.Bigereranijwe ko nyuma ya 2030, birashoboka ko 50% yumutungo wavuzwe haruguru uzava mubitunganyirizwa.
Inganda zibabaza Ingingo 1: Amafaranga mabi yirukana amafaranga meza
Nubwo "igitekerezo cyuzuye", inzira yo kumenya icyifuzo iragoye cyane.Ku masosiyete atunganya amashanyarazi ya batiri, baracyafite ikibazo giteye isoni ko "ingabo zisanzwe zidashobora gutsinda amahugurwa mato."
Mo Ke yagize ati: “Mubyukuri, bateri nyinshi zishobora gukusanywa ubu, ariko inyinshi muri zo zikurwa mu mahugurwa mato adafite ibyangombwa.”
Kuki iki kintu cy "amafaranga mabi yirukana amafaranga meza" kibaho?Mo Ke yavuze ko nyuma yuko umuguzi aguze imodoka, nyirubwite ya batiri ni iy'umuguzi, ntabwo ari uwukora imodoka, bityo ufite igiciro kinini azakunda kuyibona.
Amahugurwa mato arashobora gutanga ibiciro biri hejuru.Umwe mu bari mu nganda wigeze kuba umuyobozi mu isosiyete ikora ibijyanye no gutunganya batiri mu gihugu yatangarije umunyamakuru wa Daily Economic News kuri telefone ko isoko ryinshi ari ukubera ko amahugurwa mato atubatse ibikoresho bimwe na bimwe bifasha hakurikijwe ibisabwa n’amabwiriza, nkaya nk'ubuvuzi bwo kurengera ibidukikije, gutunganya umwanda n'ibindi bikoresho.
Ati: “Niba inganda zishaka gutera imbere mu buzima, zigomba gushora imari ijyanye.Kurugero, mugihe cyo gutunganya lithiyumu, byanze bikunze hazaba imyanda, amazi y’imyanda, na gaze y’imyanda, kandi hagomba kubakwa ibikoresho byo kurengera ibidukikije. ”Abashinzwe inganda bavuzwe haruguru bavuze ko ishoramari mu bigo birengera ibidukikije ari kinini cyane.Nibyo, irashobora gutwara byoroshye amafaranga arenga miliyari imwe.
Imbere mu nganda yavuze ko ikiguzi cyo gutunganya toni imwe ya litiro gishobora kuba ibihumbi byinshi, biva mu bigo birengera ibidukikije.Ntibishoboka ko amahugurwa mato menshi ayashora imari, kuburyo bashobora gutanga isoko ugereranije, ariko mubyukuri ntabwo ari ingirakamaro mugutezimbere inganda.
Inganda zibabaza Inganda 2: Ikirere-hejuru Igiciro cya Batiri
Byongeye kandi, hamwe n’ibiciro biri hejuru y’ibikoresho fatizo byo hejuru, amasosiyete atunganya amashanyarazi ya batiri nayo ahura n’ikibazo cy '“ibiciro byo mu kirere hejuru ya bateri yasezeye” bizamura ibiciro byo gutunganya.
Mo Ke yagize ati: “Kuzamuka kw'ibiciro mu rwego rwo hejuru rw'umutungo bizatuma uruhande rusabwa rwibanda cyane ku murima utunganya umusaruro.Hari igihe mu mpera zumwaka ushize nintangiriro yuyu mwaka wakoresheje bateri zihenze kuruta bateri nshya.Iyi ni yo mpamvu. ”
Mo Ke yavuze ko mu gihe abifuza ko amashyaka asinyana amasezerano n’amasosiyete atunganya ibicuruzwa, bazemeranya ku gutanga ibikoresho.Mu bihe byashize, uruhande rwasabwaga akenshi rwahanze amaso niba koko ayo masezerano yararangiye, kandi ntiyitaye cyane ku mutungo wongeye gukoreshwa.Ariko, mugihe ibiciro byumutungo byazamutse cyane, kugirango bagabanye ibiciro, bazakenera amasosiyete atunganya ibicuruzwa byuzuza byimazeyo amasezerano yinganda zitunganya ibicuruzwa gufata bateri zikoreshwa no kuzamura igiciro cya bateri yakoreshejwe.
Yu Qingjiao yavuze ko igiciro cyibiciro bya batiri ikoreshwa na lithium, plaque electrode, ifu yumukara wa batiri, nibindi bikunze guhinduka nigiciro cyibikoresho bya batiri.Mbere, kubera igiciro cyinshi cyibikoresho bya batiri hamwe no hejuru yimyitwarire yibitekerezo nka "guhunika" na "impuha", bateri zikoresha amashanyarazi Ibiciro byo kongera ibicuruzwa nabyo byiyongereye cyane.Vuba aha, uko ibiciro byibikoresho nka lisiyumu karubone byahagaze neza, ihindagurika ryibiciro mugutunganya bateri zikoreshwa n’amashanyarazi ryabaye ryoroheje.
None, nigute wakemura ibibazo byavuzwe haruguru by "amafaranga mabi yirukana amafaranga meza" n "" ibiciro biri hejuru yikirere cya bateri zikoreshwa "no guteza imbere iterambere ryiza ryinganda zitunganya ibicuruzwa?
Mo Ke yizera ati: “Batteri y’imyanda ni ibirombe byo mu mujyi.Ku masosiyete atunganya ibicuruzwa, bagura 'ibirombe'.Icyo bagomba gukora nukubona uburyo bwo kwemeza ko batanga 'mines'.Birumvikana ko uburyo bwo guhagarika igiciro cya 'mines' nacyo ari kimwe mu bitekerezo byacyo byingenzi, kandi igisubizo ni ukubaka imiyoboro yacyo bwite. ”
Yu Qingjiao yatanze ibitekerezo bitatu: “Icya mbere, kora igenamigambi ryo mu rwego rwo hejuru kuva ku rwego rw'igihugu, icyarimwe gushimangira politiki yo gushyigikira na politiki igenga amategeko, no gutunganya inganda zitunganya ibicuruzwa;icya kabiri, kunoza ikoreshwa rya batiri, gutwara, kubika nubundi bipimo, no guhanga ikoranabuhanga nubucuruzi bwubucuruzi, kuzamura igipimo cyibicuruzwa byifashishwa no kuzamura inyungu mubigo;icya gatatu, kugenzura byimazeyo imikorere, guteza imbere ishyirwa mu bikorwa ry’imishinga yerekana imyigaragambyo intambwe ku yindi kandi ihuze n’imiterere yaho, kandi wirinde gutangiza buhumyi imishinga ikoreshwa mu nzego. ”
Igihe cyo kohereza: Ukuboza-23-2023