SHANGHAI, Nov 19 (SMM) - I-China isiqalile ukusebenzisa isilinganiso sikagesi kusukela ngasekupheleni kukaSepthemba, okuqhubeke kwaze kwaba ngasekuqaleni kukaNovemba. Amanani kagesi kanye negesi yemvelo ezifundazweni ezehlukene akhuphuke ngamazinga ahlukene kusukela maphakathi no-Okthoba phakathi nokutholakala kwamandla kagesi.
Ngokocwaningo lweSMM, amanani kagesi negesi ezimbonini eZhejiang, Anhui, Shandong, Jiangsu nakwezinye izifundazwe anyuke ngaphezu kuka-20% no-40%. Lokhu kukhuphule kakhulu izindleko zokukhiqiza zemboni ye-copper semis kanye nemboni yokucubungula engezansi komfula wezinduku zethusi.
Izinti ze-Copper cathode: Izindleko zegesi yemvelo embonini ye-copper cathode rod zenza u-30-40% wesamba sezindleko zokukhiqiza. Izintengo zegesi yemvelo e-Shandong, Jiangsu, Jiangxi nakwezinye izindawo zinyukile kusukela ngo-Okthoba, ngezinzuzo zentengo phakathi kuka-40-60%/m3. Izindleko zokukhiqiza nge-mt ngayinye yokuphumayo emabhizinisini zizokhuphuka ngo-20-30 yuan/mt. Lokhu, kanye nokwenyuka kwezindleko zabasebenzi, zokuphatha nezokuthutha, kunyuse izindleko zizonke ngo-80-100 yuan/mt unyaka nonyaka.
Ngokwenhlolovo ye-SMM, inani elincane lezimali zokucubungula izitshalo ze-copper rod zakhushulwa kancane ngo-10-20 yuan/mt ngo-Okthoba, kodwa ukwamukelwa ngocingo olunwetshiwe olwenzeka phansi kanye nezitshalo zekhebula bekuphansi. Futhi amanani angempela okudayiswa ayengekho phezulu. Izindleko zokucubungula ucingo lwe-copper zikhuphukele ezinkampanini ezincane kuphela ezingenawo amandla okuxoxisana mayelana nentengo. Ezitshalweni ze-copper rod, izintengo zama-oda wesikhathi eside we-copper cathode cishe zizokhuphuka. Abakhiqizi abaningi be-copper cathode rod bahlela ukukhuphula imali yokucubungula yonyaka ngaphansi kwezinkontileka zesikhathi eside ngo-20-50 yuan/mt.
Ipuleti/ishidi lethusi kanye nomcu: Inqubo yokukhiqiza ye-copper plate/ishidi kanye ne-strip ihlanganisa ukugoqa okubandayo nokuginqika okushisayo. Inqubo yokugoqa okubandayo isebenzisa ugesi kuphela, ibalwa ku-20-25% wezindleko zokukhiqiza, kuyilapho inqubo yokugingqika eshisayo isebenzisa ikakhulukazi igesi yemvelo kanye nenani elincane likagesi, okuhlanganisa cishe amaphesenti ayishumi esamba sezindleko. Ngemva kokukhuphuka kwamanani kagesi, izindleko ze-mt ngayinye yepuleti/ishidi eligoqiwe elibandayo kanye nokuphumayo kwe-strip kukhuphuke ngo-200-300 yuan/mt. Izinzuzo ezintengo zegesi yemvelo zikhuphule izindleko zepuleti/ishidi eligoqelwe ngokushisayo kanye nezitshalo zokuhlubula ngo-30-50 yuan/mt. Ngokuqonda kwe-SMM, inani elincane kuphela lamapuleti/ishidi nezitshalo ze-copper ezikhuphule imali yokucubungula kancane kubathengi abambalwa abaphansi komfula, kuyilapho iningi lezitshalo libone inzuzo ephansi phakathi kwama-oda abuthaka kagesi, izindlu nomhlaba kanye nezimakethe zaphesheya kwezilwandle.
Ishubhu yethusi:Izindleko zokukhiqiza ugesi embonini yamashubhu ethusi zibalelwa ku-30% wesamba sezindleko zokukhiqiza. Ngemva kokunyuka kwamanani kagesi, izindleko zenyuka kwabaningi babakhiqizi. Izitshalo ezinkulu zeshubhu yethusi zasekhaya zikhuphule imali yazo yokucubungula ngo-200-300 yuan/mt. Ngenxa yesabelo semakethe esiphezulu sezinkampani ezinkulu, izimboni ezingezansi ziphoqelekile ukuthi zamukele izimali zokucubungula eziphezulu.
I-copper foil:Izindleko zikagesi zibalelwa ku-40% wesamba sezindleko zokukhiqiza embonini ye-copper cathode foil. Iningi lezitshalo ze-foil zethusi lathi isilinganiso senani likagesi sezikhathi eziphakeme kanye nezikhathi ezingekho phezulu kulo nyaka senyuke ngo-10-15% kusukela esikhathini esifanayo ngonyaka odlule. Izindleko zokucubungula zezitshalo ze-copper foil zihlobene eduze nesidingo esingaphansi komfula.
Engxenyeni yokuqala yonyaka, isidingo sasiqinile kusukela ezimbonini ezintsha zamandla kanye ne-electronics, futhi izimali zokucubungula izitshalo ze-foil zethusi zikhuphuke kakhulu. Njengoba ukukhula kwesidingo esingaphansi komfula kwehla ngekota yesithathu, izindleko zokucubungula ze-copper foil ezisetshenziswa kumasekethe kagesi azikashintshi kakhulu. Abakhiqizi be-foil yebhethri ye-lithium balungise izindleko zokucubungula zezinkampani ezithile zebhethri ezifuna ububanzi obungokwezifiso be-foil.
Intambo nekhebuli:Izindleko zikagesi embonini yezintambo nezintambo zibalelwa ku-10-15% wesamba sezindleko zokukhiqiza. Isilinganiso sesisonke sokuhlanganisa imboni yezintambo nezintambo zaseShayina iphansi, futhi kunamandla amakhulu kakhulu. Izimali zokucubungula zihlala ku-10% yenani lentengo yomkhiqizo unyaka wonke. Ngisho noma izindleko zomsebenzi, izinto zokwakha, zokuphatha kanye nezokuthutha zikhuphuka kakhulu, kunzima ukuthi amanani entengo yemikhiqizo yocingo neyekhebula alandele okufanayo. Ngaleyo ndlela, inzuzo emabhizinisini iyaguguleka.
Uchungechunge lwezinkinga lwenzekile embonini yezindlu ezithengiswayo kulo nyaka, futhi ingozi yokungakhokhi imali inyukile. Izinkampani eziningi zezintambo nezintambo ziqaphe kakhulu ekwamukeleni ama-oda wezindlu ezithengiswayo, futhi ziyakugwema ukwamukela ama-oda avela emakethe yezindlu nezindawo ezinezikhathi ezinde kanye nengozi enkulu yokukhokha. Phakathi naleso sikhathi, isidingo embonini ye-real estate sehlile, okuzophinde kuthinte amazinga okusebenza kwezitshalo ze-copper cathode rod.
Intambo enameli:Ukusetshenziswa kukagesi kwezitshalo ezinkulu ze-enamelled wire zisebenzisa i-copper cathode ukukhiqiza imikhiqizo eqediwe kubala u-20-30% yenani eliphelele lokukhiqiza, kanti izindleko zikagesi zezitshalo zocingo ezinoqweqwe oluqinile ezisebenzisa ngokuqondile ama-akhawunti ocingo lwethusi ngengxenye encane. Ngokuqonda kwe-SMM, i-varnish ye-insulating ibala u-40% wesamba sezindleko zokukhiqiza, futhi ukuguquguquka kwentengo kunomthelela omkhulu ezindlekweni zokukhiqiza zocingo olunwetshiwe. Amanani entengo ye-varnish evikela ukushisa akhuphuke kakhulu kulo nyaka, kodwa izinkampani eziningi embonini yezintambo ezinoqweqwe oluqinile azizange zinyuse amanani azo ngenxa yokukhuphuka kwamanani e-varnish yokushisa. Imali enqwabelene yokuhlinzeka kanye nesidingo esibuthakathaka sikhawulele izindleko zokucubungula ucingo olunameyili ukuthi lukhuphuke.
Isikhathi sokuthumela: May-22-2023