Ngo-2022 odlule, imakethe yomkhiqizo wamakhemikhali wasekhaya ibonise ukwehla okunengqondo iyonke.Ngokwezibalo zamakilabhu amabhizinisi, u-64% wemikhiqizo yamakhemikhali eyi-106 eqashwe ngo-2022, u-64% wemikhiqizo wehla, u-36% wemikhiqizo unyukile.Imakethe yemikhiqizo yamakhemikhali ikhombise ukukhuphuka kwezigaba zamandla amasha, ukwehla kwemikhiqizo yamakhemikhali endabuko, ukuzinzisa izinto zokusetshenziswa eziyisisekelo Iphethini.Ochungechungeni "Ukubuyekezwa Kwemakethe Yamakhemikhali Yango-2022" eyethulwe kulolu hlobo, izokhethwa njengemikhiqizo ephezulu nehlayo ukuze ihlaziywe.
U-2022 ngokungangabazeki yisikhathi esiphezulu emakethe kasawoti we-lithium.I-lithium hydroxide, i-lithium carbonate, i-lithium iron phosphate, ne-phosphate ore kuthathe izihlalo ezi-4 eziphezulu ohlwini olukhulayo lwemikhiqizo yamakhemikhali, ngokulandelana.Ikakhulukazi, imakethe ye-lithium hydroxide, ingoma eyinhloko yokukhuphuka okuqinile nokukhuphuka emaceleni unyaka wonke, yagcina iphezulu ohlwini lokunyuka konyaka okungu-155.38%.
Imijikelezo emibili yokudonsa okuqinile nokukhuphukayo nokukhuphukayo okuphezulu
Umkhuba wemakethe ye-lithium hydroxide ngo-2022 ungahlukaniswa izigaba ezintathu.Ekuqaleni kuka-2022, imakethe ye-lithium hydroxide yavula imakethe ngenani elilinganiselwe lama-yuan angama-216,700 (intengo yethani, efanayo ngezansi).Ngemuva kokukhuphuka okuqinile esiwombeni sokuqala, igcine izinga eliphezulu esigabeni sesibili nesesithathu.Isilinganiso senani lama-yuan angu-10,000 saqedwa, futhi unyaka wenyuka ngo-155.38%.
Ngekota yokuqala ka-2022, ukwanda kwekota emakethe ye-lithium hydroxide kufinyelele ku-110.77%, okwathi ngoFebhuwari kukhuphuke kwaba unyaka omkhulu, kwafinyelela ku-52.73%.Ngokwezibalo ezivela kumaqembu ebhizinisi, kulesi sigaba, isekelwa i-ore ekhuphukayo, futhi intengo ye-lithium lithium carbonate iqhubekile nokusekela i-lithium hydroxide.Ngesikhathi esifanayo, ngenxa yezinto zokusetshenziswa eziqinile, izinga lokusebenza lilonke le-lithium hydroxide lehla laya cishe ku-60 %, futhi indawo yokuhlinzeka yayiqinile.Isidingo se-lithium hydroxide kubakhiqizi bebhethri le-lithium ternary esezansi nomfula sinyukile, futhi ukungafani kokunikezwa kanye nesidingo kukhuthaze ukukhuphuka okunamandla kwentengo ye-lithium hydroxide.
Engxenyeni yesibili neyesithathu ka-2022, imakethe ye-lithium hydroxide yabonisa ukuthambekela okuphezulu okuguquguqukayo, futhi inani lentengo lenyuke kancane ngo-0.63% kulo mjikelezo.Kusukela ngo-Ephreli kuya kuMeyi ka-2022, i-lithium carbonate yenziwa buthaka.Amanye amandla amasha abakhiqizi be-lithium hydroxide akhishiwe, ukwanda kokuhlinzekwa kwempahla, isidingo sokuthengwa kwezindawo ezingaphansi komfula sehlile, futhi imakethe ye-lithium hydroxide ibonakale iphezulu.Kusukela ngoJuni 2022, intengo ye-lithium carbonate yakhushulwa kancane ukuze isekele izimo zemakethe ze-lithium hydroxide, kuyilapho umdlandla wophenyo olwenzeka phansi uthuthuke kancane.Ifinyelele ku-481,700 yuan.
Ingena engxenyeni yesine ka-2022, imakethe ye-lithium hydroxide yavuka futhi, ngokunyuka kwekota ngo-14.88%.Esikhathini esiphezulu senkathi, ukukhiqizwa nokudayiswa kwezimoto ezintsha zamandla esikhumulweni sezindiza kukhule kakhulu, futhi imakethe kunzima ukuyithola.Inqubomgomo entsha yokuxhaswa kwamandla amasha isondela ekupheleni, futhi ezinye izinkampani zezimoto zizolungiselela kusengaphambili ukushayela imakethe ye-lithium hydroxide ngesidingo esinamandla samabhethri wamandla.Ngasikhathi sinye, okuhlaselwe ubhubhane lwasekhaya, ukunikezwa kwendawo kwemakethe kuqinile, futhi imakethe ye-lithium hydroxide izovuka futhi.Ngemuva maphakathi no-November 2022, intengo ye-lithium carbonate yehla, futhi imakethe ye-lithium hydroxide yehla kancane, futhi intengo yokugcina yavalwa ku-553,300 yuan.
Ukunikezwa kwezinto ezingavuthiwe ezikhuphuka nomfula kuncane kakhulu
Uma ubheka emuva ngo-2022, akuwona nje kuphela imakethe ye-lithium hydroxide eyaphakama njengothingo, kodwa eminye imikhiqizo yochungechunge lukasawoti we-lithium yenza ngokugqamile.I-Lithium carbonate ikhuphuke ngo-89.47%, i-lithium iron phosphate yenyusa ukwanda konyaka ngo-58.1%, futhi ukwanda konyaka kwe-ore ye-phosphorus ore ye-lithium iron phosphate nakho kwafinyelela ku-53.94%.I-Essence Imboni ikholelwa ukuthi isizathu esiyinhloko sokukhuphuka kukasawoti we-lithium ngo-2022 ukuthi izindleko zezinsiza ze-lithium ziyaqhubeka nokukhuphuka, okuye kwaholela ekwandeni okuqhubekayo kokushoda kwe-lithium kasawoti, ngaleyo ndlela kuqhubekisela phambili intengo kasawoti we-lithium.
Ngokusho kwezisebenzi ezintsha zokumaketha kwebhethri lamandla e-Liaoning, i-lithium hydroxide ihlukaniswe ikakhulukazi imizila emibili yokukhiqiza ye-lithium hydroxide nechibi likasawoti elilungiselela i-lithium hydroxide nechibi likasawoti.I-Lithium hydroxide ngemuva kwe-industrial-grade lithium carbonate.Ngo-2022, amabhizinisi asebenzisa i-lithium hydroxide esebenzisa i-pylori ayengaphansi kwemithombo yamaminerali eqinile.Ngakolunye uhlangothi, umthamo wokukhiqiza we-lithium hydroxide ulinganiselwe ngaphansi kokuntuleka kwezinsiza ze-lithium.Ngakolunye uhlangothi, okwamanje kukhona abakhiqizi abambalwa be-lithium hydroxide abagunyazwe umpompi webhethri wamazwe ngamazwe, ngakho-ke ukunikezwa kwe-lithium hydroxide ephezulu kulinganiselwe kakhulu.
Umhlaziyi we-Ping An Securities u-Chen Xiao uveze embikweni wocwaningo ukuthi inkinga yezinto ezingavuthiwe iyisici esibalulekile sokuphazamisa ochungechungeni lwemboni yebhethri ye-lithium.Emizileni yokuphakamisa i-lithium echibini likasawoti, ngenxa yokupholisa kwesimo sezulu, ukuhwamuka kwamachibi kasawoti kuncipha, futhi ukunikezwa kunokuntuleka kokuhlinzekwa, ikakhulukazi engxenyeni yokuqala neyesine.Ngenxa yokushoda kwezinsizakusebenza ze-lithium iron phosphate, ngenxa yokushoda kwezinsizakusebenza, ukunikezwa kwendawo kwakungenele futhi kwakhuthaza izinga eliphezulu lokusebenza, futhi ukwanda konyaka kwafinyelela ku-53.94%.
Isidingo samandla amasha esitheminali sinyukile
Njengempahla eyinhloko yokusetshenziswa kwamabhethri e-lithium -ion aphezulu -nickel ternary, ukukhula okuqinile kwesidingo sezimboni zezimoto zamandla amasha kunikeze ugqozi lomthombo kunokwenyuka kwamanani e-lithium hydroxide.
I-Ping An Securities iveze ukuthi imakethe entsha yetheminali yamandla iqhubekile nokuba namandla ngo-2022, futhi ukusebenza kwayo kusamangaza.Ukukhiqizwa kwamafekthri ebhethri aphansi komfula ku-lithium hydroxide kuyasebenza, futhi isidingo samabhethri e-nickel ternary ephezulu kanye ne-iron lithium iyaqhubeka nokuba ngcono.Ngokusho kwedatha yakamuva evela ku-China Automobile Association, kusukela ngoJanuwari kuya kuNovemba 2022, ukukhiqizwa nokudayiswa kwezimoto ezintsha ezinamandla bekuyizigidi ezingu-6.253 kanye nezigidi ezingu-60.67, ngokulandelana, ukukhuphuka okuphakathi konyaka, futhi isabelo semakethe sifinyelele ku-25% .
Esimweni sokushoda kwezinsiza kanye nesidingo esinamandla, intengo kasawoti we-lithium njenge-lithium hydroxide ikhuphukile, futhi uchungechunge lwemboni kagesi ye-lithium luwele "ekukhathazekeni".Bobabili abahlinzeki bempahla yebhethri yamandla, abakhiqizi kanye nabakhiqizi bezimoto ezintsha zamandla banyusa ukuthengwa kwabo kukasawoti we-lithium.Ngo-2022, abakhiqizi bezinto zebhethri abambalwa basayina izinkontileka zokuhlinzeka nabahlinzeki be-lithium hydroxide.Inkampani ephethwe ngokugcwele ye-Avchem Group isayine inkontileka yokuhlinzeka ngebhethri ye-lithium hydroxide ne-Axix.Iphinde yasayina izinkontileka nenkampani engaphansi kwe-Tianhua Super Clean i-Tianyi Lithium kanye ne-Sichuan Tianhua yemikhiqizo ye-lithium hydroxide esezingeni lebhethri.
Ngaphezu kwezinkampani zamabhethri, izinkampani zezimoto nazo ziqhudelana ngenkuthalo ngempahla ye-lithium hydroxide.Ngo-2022, kubikwa ukuthi iMercedes-Benz, BMW, General Motors nezinye izinkampani zezimoto zisayine izivumelwano zokuhlinzeka ngebhethri yebanga le-lithium hydroxide, kanti uTesla uphinde wathi uzokwakha isitshalo samakhemikhali se-lithium hydroxide, esingena ngqo emkhakheni we ukukhiqizwa kwamakhemikhali e-lithium.
Sekukonke, intuthuko ekhulayo yemboni yezimoto zamandla entsha ilethe isidingo esikhulu semakethe se-lithium hydroxide, futhi ukushoda kwezinsizakusebenza ze-lithium ezikhuphuka nomfula kuholele ekutheni umthamo olinganiselwe wokukhiqiza we-lithium hydroxide, uphushele intengo yayo yemakethe ezingeni eliphezulu.
Isikhathi sokuthumela: Feb-02-2023