Wehla ama-yuan ayi-10,000 ngosuku!Izintengo ze-lithium carbonate zehle kakhulu!
Muva nje, amanani entengo ye-lithium carbonate yebhethri -level ehle kakhulu.Ngomhla zingama-26 kuZibandlela, izinto zebhethri ze-lithium zilinganisele intengo yamabhethri e-lithium yehla kakhulu.Intengo emaphakathi yebhethri -grade lithium carbonate yehle isuka ku-549,000 yuan/ton ngesonto eledlule yaya ku-531,000 yuan/ton, futhi intengo evamile ye-industrial -grade lithium carbonate yehle isuka ku-518,000 yuan/ton ngesonto eledlule yaya ku-499,000 yuan/ton.
Kuyaqondakala ukuthi kusukela ngasekupheleni kukaNovemba, intengo yebhethri ye-lithium isiqalile ukwehla, futhi isilinganiso sesilinganiso sebhethri -grade lithium carbonate kanye ne-industrial -grade lithium carbonate iye yawa ngaphezu kwezinsuku ezingu-20!
Kwenzenjani?Ingabe imakethe ye-lithium carbonate eshisayo izophela unomphela?Ukwehla kuzohlala isikhathi esingakanani?
Ngokusho kwedatha yeqembu lebhizinisi, kusukela ekuqaleni kukaNovemba, intengo ye-lithium carbonate ibonise ukwehla okuphawulekayo, okuye kwehla kusuka ku-580,000 yuan/ton kuya ku-510,000 yuan/ton.Yake yawela ku-510,000 yuan/ton, futhi kwakukhona ukuthambekela kokuqhubeka nokuhlola.
Intengo enqatshelwe!Misa uxhaso!Intengo yawela esiphethweni esasibikezelwe?
Kufanele ngibubule ukuthi le makethe iyizinsuku ezimbili zeqhwa nomlilo.Intengo yenyanga edlule yayiseseqophelweni eliphezulu lika-600,000 yuan/ton, kodwa manje yilesi sigcawu.
Izinqubomgomo: vimbela ukukhushulwa kwentengo.Ngomhla ziyi-18 kuNovemba, iHhovisi Elivamile Lomnyango Wezimboni Nobuchwepheshe Bolwazi kanye neHhovisi Elivamile Lokuphathwa Kwezimakethe Nokuphatha likhiphe “Isaziso Sokwenza Ukuthuthukiswa Okungcono Okuzinzile Kwe-Lithium -ion Battery Industry Chain Supply Chain” (ngemuva kwalokhu ebizwa ngokuthi “Isaziso”) iveze ukuthi iminyango yokuqondisa iMakethe kufanele iqinise ukugada, iphenye ngokuqinile futhi ijezise inhlanzi nezansi nomfula embonini yebhethri ye-lithium ukuze kuqoqwe amanani axakile, anyusiwe, kanye nokuncintisana okungafanele ukuze kugcinwe ukuhleleka kwemakethe.
Imboni: Misa uxhaso.Embonini emisha yezamandla, lo nyaka futhi wunyaka wokugcina wokuxhasa kukahulumeni izimoto ezintsha ezisebenza ngamandla, kanti amathuba okuphinda anwetshwe mancane kakhulu.Ubhubhane oluphindaphindiwe kulo nyaka luphinde luthinte izinga lokusetshenziswa kwabathengi ngezinga elithile, futhi uchungechunge lwe-tram luxhaswa nguhulumeni.Kancane.
Ingabe iphoyinti le-inflection?Amabhizinisi asakhulisa ukukhiqizwa okuhlanyayo!
Kusukela kulo mbono, kubonakala sengathi i-inflection point yemakethe ye-lithium carbonate isifikile, kodwa i-Guanghua Jun ithole ukuthi izinkampani eziningi zisafakwa ngokuhlanya ekukhiqizeni.Banemibono ehlukene nge-lithium carbonate!
Ngokwe-Greater Mining Industry Announcement, inkampani, i-Guocheng Holdings, i-Shanghai Jinyuan Sheng, kanye ne-Jingcheng Investment ihlose ukutshala imali e-Chifeng City, e-Inner Mongolia, itshale imali kumaphrojekthi afana nokuthuthukiswa kwemithombo yezimbiwa kanye nokuthuthukiswa kwemboni yamandla amasha.100 million yuan, kudala ipaki yezimboni “yekhabhoni ephansi” ochungechungeni olugcwele lwebhethri ye-lithium.Ipaki yezimboni ihlela ukwakha amaphrojekthi ayisishiyagalombili, okuhlanganisa amaphrojekthi okukhiqiza i-lithium carbonate, amanye amaphrojekthi kasawoti e-lithium, amaphrojekthi amasha okuthuthukiswa kwesiteshi samandla kagesi, amaphrojekthi okukhiqiza amabhethri amahle, amathani ayi-100,000 wephrojekthi ehlanganisiwe ye-graphite negative, iphrojekthi yokukhiqiza ibhethri ye-10GWH, ibhethri Amaphrojekthi we-Pack Pack Investment aneziteshi zikagesi zokugcina amandla zomphakathi, kanye neziteshi zokutshalwa kwezimali kanye nezishintshayo.
Kodwa-ke, izintatheli zixhumane nezinkampani eziningi ze-lithium.Izinkampani ngokuvamile zikholelwa ukuthi intengo yebhethri -grade lithium carbonate isesezingeni eliphezulu.I-Ganfeng Lithium iphinde yathi ngoDisemba 21 intengo ye-lithium carbonate isasebenza phezulu okwamanje, futhi inkampani ikholelwa ukuthi lokhu kushintshashintsha kuvamile.
“Siyahlulela ukuthi i-inflection point yamanje ayikakafiki.Yize intengo ye-lithium carbonate iguquguquka kancane, umthelela enkampanini awumuhle.”I-Fu Neng Technology ithe intengo ye-lithium carbonate yayilinganiselwa ku-300,000 yuan/ton.Okwamanje Intengo isengaba ngu-500,000 yuan/ton, futhi isesezingeni eliphezulu, inomthelela olinganiselwe wokwehla kancane.
Kuzofika nini isikhathi soshintsho?Ngizoya kuphi ngemva kokulandelela?
Eqinisweni, ngaphezu kwethonya le-hype yemakethe, ukusekelwa kwentengo ephezulu kwe-lithium carbonate kuyizindleko zokuhlinzekwa kanye nesidingo kanye ne-lithium ore, futhi ukuxazulula ukungafani kokunikezwa nokufunwa kuwumsuka wokunciphisa intengo ephezulu yezinsiza ze-lithium.Kodwa-ke, ngokwejubane lamanje lokukhiqiza, ukunikezwa kwe-lithium ngo-2023 kuzokhuphuka ngo-22%, okuzonciphisa inkinga yokushoda kwe-lithium ngezinga elithile.
Ngomkhuba wamanani entengo ye-lithium carbonate, izinkampani zamaketanga ezimboni nazo zinikeze izibikezelo nemibono ethile.U-Zhang Yu, uNobhala-Jikelele Wegatsha Lokufaka Isicelo Sebhethri Amandla, uthe ngokukhululwa kancane kancane kwesakhiwo samandla, kulinganiselwa ukuthi intengo yezinto ezihlobene izokwehla kusukela ngonyaka ozayo, futhi kancane kancane izoba nengqondo;Kulindeleke ukuthi lonke uchungechunge lwezimboni lube yinsalela ku-lithium ore kamuva nje.
Isikhathi sokuthumela: Jan-06-2023