Ib qho seismickev cai hloovtau siv rau lub Rau Hli 15, 2026, thaum lub"Ua raws li cov cai ntawm Mineral Resources Law ntawm Cov Neeg Sawv Cev ntawm Tuam Tshoj"(qhov novKev cai) raug cais tawmvanadiumraws li ib qho ntawm cov36 National Strategic minerals, muab tso rau hauv qab tib yampuv -chain tswjregime yav tas los tshwj tseg rautsawg ntiaj teb(xws lineodymium, praseodymium, thiabdysprosium). Qhov notxhim kho kev cai lij chojncevanadiumlos ntawm acov khoom siv hlaurau axeev- tswj cov peev txheej, nrog deb -mus txog qhov cuam tshuam rau txhua qhov txuas hauvvanadium nqi saw- los ntawmkev tshawb nrhiavthiabminingrauua, kev lag luam, thiabkawg - sivdaim ntawv thov.
CovKev caimandate tiastxoj cai tshawb nrhiavthiabtxoj cai miningrautswv yim mineralsyuav tsum tau tso cai los ntawmpej xeem kev sib twlos yogxeev - qhia faib, thiabtxawv teb chaws - nqis peev lag luamraug raukev tshuaj xyuas nruj dualos yogtxwv tsis pubhauv tejthaj chaw yav tom ntej. Ntau lawm quotasrauvanadium concentratesthiabthawj cov khoom lag luam vanadiumyuav teem txhua xyoo los ntawm lubMinistry of Natural Resourceshauv kev sab laj nrog covNDRC, thiab ib qhomuaj peev xwm expansiondhau5%ntawm lub xyoo dhau losquotaxav taukev pom zoo hauv xeev. Nyob ntawmuasab,ib puag ncig tus qauvrauvanadium roasting, leaching, thiabnag lossis daustab tom raug upgraded raunyob ze -zero emissionqib, scov nroj tsuag uas twb muaj lawmmuab alub sijhawm zoomus txog thaumKaum Ob Hlis 2027raurov kho dualawvcov dej ntws tawmthiabgas khotshuab.Exportntawmcov khoom siv vanadium- suav nrogV₂O₅, ferrovanadium, vanadium{0}}nitrogen alloy, thiabvanadium electrolyte- yuav raug rauexport daim ntawv tso caithiabyam tsawg kawg nkaus tus nqi export, zoo ib yam li covtsis tshua muaj -lub ntiaj tebtsoom fwv, txawm tiasnthuav dav catalogthiabquotarau 2026 tseem nyob hauv qabinter-kev sib tham txog lub koom haumthiab xav tias yuav luam tawm los ntawmCuaj hlis 2026.
Covcuam tshuam tam sim ntawdntawm notxoj caintawmkev lag luam vanadium pentoxideyog multifaceted. Nyob ntawmdej ntwssab, covmuab elasticityyuav tseem ceeb heevtxwv, astxoj kev txhim kho kuv li tshiabuantev duathiabkim duavimkev tso cai ntxivthiabkev sib tham hauv zej zogkev xav tau.Tsis raug cailos yogtsis muaj ntawv tso cai artisanal mining- uas muaj keeb kwm muab ibme me tab sis tsis yog -negibleib feem ntawmpob zeb theekhoom noj khoom haus hauvHunanthiabHubei- yuavtshem tawm tag nrho, tej zaum yuav txo tautsis yog - khoom raws lilos ntawm kev kwv yees3,000-5,000 tonsntawmV₂O₅ sib npaugtxhua xyoo. Qhov nokhoom contractionyuav txhawb nqatus nqi zogntawmraws li cov neeg tsim khoom lojthiab txhawb nqanqe pem tebtxawm tias thaumthov troughs. Nyob ntawmnruab nrabsab,ua cov nroj tsuaguas tsis ntsib tus tshiabemission qauvyuav fimyuam kawlos yogtxo peev xwm, nrog covtsawg tshaj 20-30%ntawmcov neeg ua haujlwm(feem ntaupob zeb-coalroasters nrogoutdated kilns) ntawm qhov kev pheej hmoo siab tshaj ntawmkawhauv 18 lub hlis tom ntej. Qhov nomuab- sab rationalizationtej zaum yuav txo Suav tebmuaj txiaj ntsig V₂O₅ muaj peev xwmlos ntawm8–10%nyob rau hauv lub sij hawm luv luv, nruj lubtshuav nyiaj li casthiab muaj peev xwm thawbtus nqi hauv tsevtxheeb zeInternational benchmarks.
Nyob ntawmnqes havsab, covtswv yim ntxhianpe kom paub meejkev faib ua ntejntawmvanadiumrauxaiv cov sectors tswv yim, suav nrogtiv thaiv, aerospace, lub zog cia, thiabsiab - tsheb ciav hlau ceev. Lub xeev - muaj cov lag luamthiabtsim nyog cov tuam txhab ntiag tugkoom nrog cov sectors no yuav tau txaisqhov tshwj xeeb muabdhauxeev reserveslos yogkev faib ncaj qha, txo lawvnphavrauchaw lag luam volatility. Qhov noguaranteed nkagtshwj xeeb yog qhov tseem ceeb rauVRFB project developers, leej twg xav tauloj, zoo ib yamntim ntawmroj teeb -qib V₂O₅thiab tau ntsib yav dhau losmuab kev cuam tshuamvimcov neeg tsim khoomua ntejlucrative export xajdhaukev cog lus hauv tsev. Covtxoj cai tshiabqhia meej txog qhov tseem ceebdomestic xav tau kev pabdhauexport profitability, uas tej zaum yuav ua rau akev hloov khohauvkev lag luam ntws – Suav vanadiumtuaj yeem uamuaj tsawgntawmkev lag luam thoob ntiaj teb, tsav tshebtus nqiraucov neeg yuav khoom txawv teb chawsthiab incentivisinglwm cov khoomkev loj hlob nyob rau hauvlwm cheeb tsam.
Cov kws tshuaj ntsuam xyuas kev lag luam tau sib piv nrogTuam Tshoj lub ntiaj teb tsis tshua muaj -txoj cai tom qab xyoo 2010, uas ua tiavsib sau ua ketusdomestic sector, nce nqi, thiabua haujlwmtuschain nqilos ntawmraw khoomexport rauhlau nplaumthiabhlaukev tsim khoom. Txawm li cas los xij,vanadiumtxawv ntawmtsawg ntiaj tebhauv nwsxav tauyog ntaudav -raws li(steel + tshuaj + roj teeb) thiab nwshloov possibilitiesyogtxwv- tsis muajtus nqi- zoohloov rauvanadiumhauvsiab - zog rebarlos yogVRFB electrolyteshauvnyob ze lub sij hawm. Yog li ntawd, lubtxoj cai cuam tshuamtej zaum yuav ntaumaj mamtab sis thaum kawgpaub ntau ntxiv, raws li nws yuavreorienttustag nrho kev lag luammus rausiab dua - cov khoom muaj nqis, cov txheej txheem huv, thiabntev dua - daim ntawv cog lus muab khoom.
Parallel mus raukev tshaj tawm txoj cai, industrial consolidationua xanrawm. Tshaj liFangdakev koom ua ke (nrog rau hauv Nplooj 3),Sichuan Vanadium Zog Cov Khoom Siv Tshiabtau thawb nws"25000 t / xyoo V₂O₅ project"raukev rov qab zoontawmvanadium-cov khoom sivmus rau hauvceeb toom rau pej xeemtheem raukev ntsuam xyuas ib puag ncig, qhia tiastshiab muaj peev xwmyuav yogntsuab tebthiabxeev- pom zoo, ntau dua librownfieldexpansions ntawmcov nroj tsuag laus. Lub caij no,Shaanxi Wuzhou Miningtau ruaj ntseg pom zoo rau lub"Shaanxi High-End Vanadium Materials thiab Energy Storage Development Pilot Base" , a kev sib koom tes platformkoom nrogcov tsev kawm ntawv qib siab, cov koom haum tshawb fawb, thiabcov tuam txhab roj teebrautxhim kho tom ntej - tiam electrolyte formulations, cov ntaub ntawv membrane, thiabpawg tsim- txhua yam uas xav tauultra-siab-purity V₂O₅as apib cov khoom.
Hauvhigh- daim ntawv thov kawgntu,Chengde Vanadium & Titanium (a HBISsubsidiary) nyuam qhuav ua tiavkev soj ntsuam zoontawm a45 tonne batchntawmaviation -qib flake V₂O₅destined rau adomestic aero- cavtsim tawm. Qhov noaviation- qibkhoom, nrogimpurity txwvntawmtsawg dua 50 ppmrautus kheej cov ntsiab lus (e.g., Fe, Si, Cr, Al, Na, K) thiab akev huvntawm99.85%yam tsawg kawg nkaus, commands atus nqi premiumntawm80–100%dhautxheem 98% flake. Covtswv yim ntxhiaxwm txheej yuav tsumtxhawb nqantxivR & D peevhauv xws liultra-siab- khoom purity, asdomestic aerospacethiabtiv thaivcov kev pab cuam raug yuam komqhov chaw cov khoom siv tswv yimlos ntawmcov neeg tsim khoom hauv tsevtshwj tsis yogtsis muaj, yog li tsim ibkev lag luam tiv thaivrauSuav siab -end vanadiumcov neeg muab khoom.
Los ntawm antiaj teb kev xav, Suav tebkev txiav txim rau npevanadiumas atswv yim ntxhiaua xaceeb loj importing lub teb chaws, tshwj xeeb tshaj yog covEU, Nyiv, thiabKaus lim qab teb, uas tso siab rauSuav vanadiumrautshwj xeeb hlauthiabcatalystntau lawm. CovEuropean Commissiontau pib acov ntaub ntawv tseem ceebtshuaj xyuas los ntsuasmuaj peev xwm muab khoom txaus ntshai, thaumNyiv lub METItau tshaj tawmnrawmnwsdomestic recyclingthiabkev khaws ciacov kev pab cuam. CovTebchaws Meskas, uas xaraug xaiv vanadiumas atseem ceeb mineralsub nwsUSGSlis, enthuav davnwsdomestic ntau lawmviavUS Vanadium Kub Springscog hauvArkansas, uas pibsiab -purity flakentau lawm hauv 2025 thiab tau ruaj ntsegDLA tawmcog lus. Covkev sib tw thoob ntiaj tebraucov ntaub ntawv vanadiumyog li ntawdua kom hnyav, thiabSuav tebtshiabtxoj caizoo li yuavceevtuskev loj hlobntawmtsis yog -Suav khoomqhov chaw – xws liAustralia cov Mount Peakqhov project,South Africa Kalaharideposits, thiabCanada cov Lac à Paul- txawm tias cov phiaj xwm no ntsibntev txhuas lub sij hawmthiabtus nqi siab dua.
Hauv kev xaus, lubtswv yim ntxhianpe rauvanadiumyog akev hloov pauvuas yuavrov txhais duatuskev lag luam kev ua haujlwm ib puag ncignyob rau xyoo tom ntej. Thaumluv- cuam tshuam lub sij hawm- suav nrogexport daim ntawv tso cai tsis paub meej, cog kaw, thiabnqe volatility- yuav muaj, covlong - lub sij hawm outlooknyiamtsim cov tsim khoomnrograws li cov chaw, integrated value chains, thiabtsoom fwv kev sib raug zoo. Vanadium pentoxide, as covthawj theem nrabrau txhua tuskev siv ntawm vanadium, yuav nyob twj ywmfocal pointntawm notxoj cai- tau tsav kev lag luam reshaping, thiab nwsnqe dynamicsyuav nce xav txogtswv yimdua likev lag luam ntshiabkev xav.