Esikhathini esedlule 2022, imakethe yomkhiqizo wamakhemikhali wasekhaya ikhombisile ukwehla okunengqondo kukonke. Ngokusho kwezibalo ezivela kumakilabhu ebhizinisi, ama-64% emikhiqizo yamakhemikhali angama-106 abhalwe ngo-2022, ama-64% wemikhiqizo awela, ama-36% wemikhiqizo ekhuphukile. Imakethe yemikhiqizo yamakhemikhali ikhombisa ukukhuphuka kwezigaba ezintsha zamandla, ukwehla kwemikhiqizo yamakhemikhali endabuko, kuqiniswe izinto zokusetshenziswa eziyisisekelo ezinephethini. Ochungechungeni lwe- "Ukubuyekezwa kochungechunge lwamakhekhe angama-2022 lwethulwe kulolu hlobo, kuzokhethwa imikhiqizo ephezulu kakhulu yokuwa futhi iwele ukuze ihlaziywe.
2022 Ngokungangabazeki isikhathi esikhulu emakethe kasawoti ye-lithium. I-Lithium Hydroxide, i-lithium carbonate, i-lithium iron phosphate, kanye ne-phosphate ore kuhlale izihlalo ezi-4 eziphezulu ohlwini lokukhulisa imikhiqizo yamakhemikhali, ngokulandelana. Ikakhulu, imakethe ye-Lithium Hydroxide Market, iculo eliyinhloko lokunyuka okuqinile nokuphakama komgwaqo unyaka wonke, ekugcineni kwaqala uhlu lwe-155.38% ukukhuphuka konyaka.
Imijikelezo emibili yokudonswa okuqinile okukhuphukayo futhi okuphezulu okuphezulu
Umkhuba we-Lithium Hydroxide Market ngo-2022 ungahlukaniswa ngezigaba ezintathu. Ekuqaleni kuka-2022, imakethe yeLithium Hydroxide Imakethe yavula imakethe ngentengo ephakathi yamanani angama-216 700 yuan (inani lamathoni, okufanayo ngezansi). Ngemuva kokukhuphuka okuqinile kwikota yokuqala, yagcina izinga eliphakeme kweliko lesibili nelesithathu. Intengo ephakathi ye-yuan eyi-10,000 yaphela, kwathi unyaka unyuke ngo-155.38%
Ekota yokuqala ka-2022, ukwanda kwekota eMakethe ye-Lithium Hydroxide kufinyelelwe ku-110.77%, lapho ngoFebhuwari kukhuphuke kuze kube unyaka omkhulu kakhulu, kufinyelela ku-52.73%. Ngokusho kwezibalo ezivela kumakilabhu ebhizinisi, kulesi sigaba, isekelwa yi-Upstream Ore, futhi intengo ye-Lithium Lithium Carbonate iyaqhubeka nokusekela i-Lithium Hydroxide. Ngasikhathi sinye, ngenxa yezinto zokusetshenziswa eziqinile, isilinganiso sokusebenza esiphelele se-lithium hydroxide sawa cishe kwa-60%, futhi indawo etholakalayo yayiqinile. Isidingo se-Lithium Hydroxide ku-Downstream High -nickel terrrary bakhiqizi bakhiqizi bakhuphukile, futhi ukungahambi kahle kokuhlinzekwa nokufunwa kukhuthaze ukukhuphuka okunamandla ngentengo ye-lithium hydroxide.
Ezindaweni zesibili nezesithathu ezingama-2022, imakethe ye-lithium hydroxide imakethe ikhombisa ukuthambekela okuphezulu, kanti intengo ephakathi ikhuphuka kancane ngo-0.63% kulo mjikelezo. Kusukela ngo-Ephreli kuya kuMeyi ka-2022, i-Lithium Carbonate yabuthaka. Amanye amakhono amasha abanye abakhiqizi be-lithium hydroxide abakhishwe, ukunyuka kokuhlinzekwa okuphelele, isidingo sokuthengwa kwendawo yasekhaya ehlehlisile sehlile, futhi imakethe ye-lithium hydroxide yavela phezulu. Kusukela ngoJuni 2022, intengo ye-Lithium Carbonate yakhuliswa kancane ukusekela izimo zemakethe ze-Lithium Hydroxide, ngenkathi umdlandla wokubuza phansi we-Downstream wathuthukiswa kancane. Ifinyelele ku-481,700 yuan.
Ukungena kwikota yesine ka-2022, imakethe ye-lithium hydroxide imakethe yavuka futhi, ngokunyuka kwekota nge-14.88%. Esikhathini sonyaka we-peak inkathi, ukukhiqizwa kanye nokuthengisa kwezimoto ezintsha ezisebenza ngama-terminal zikhule kakhulu, futhi imakethe kunzima ukuyithola. Inqubomgomo ye-Supermove Energy Uxhaso Usondela ekugcineni kokuphela, futhi ezinye izinkampani zezimoto zizolungiselela kusengaphambili ukushayela imakethe ye-lithium hydroxide yesidingo esinamandla samabhethri anamandla wamabhethri anamandla. Ngasikhathi sinye, othintekile ngobhubhane lwasekhaya, ukunikezwa kwendawo emakethe kuqinile, futhi imakethe ye-lithium hydroxide izovuka futhi. Ngemuva kwaphakathi ne-2022, intengo ye-lithium carbonate yehle, futhi imakethe ye-lithium hydroxide yawela kancane, kanti intengo yokugcina ivalwe ngo-553,300 yuan.
Ukuhlinzekwa kwezinto ezikhuphukayo ezikhuphukayo zitholakala ngokuqinile
Uma ubheka emuva ngo-2022, hhayi kuphela imakethe ye-lithium hydroxide evuka njengothingo, kepha eminye imikhiqizo yochungechunge kasawoti lwe-lithium lenziwa ngokukhanyayo. I-Lithium Carbonate Rose 89.47%, i-lithium iron phosphate inyuse inyuka yonyaka ka-58.1%, kanye nokwanda konyaka kwe-phostrorus ore ye-lithium iron phosphate futhi ifinyelele kuma-53.94%. Umbhalo Umkhakha ukholelwa ukuthi isizathu esiyinhloko sosawoti we-lithium we-skyrocketing ngo-2022 ukuthi izindleko ze-lithium izinsiza ze-lithium ziyaqhubeka nokuvuka, ngaleyo ndlela kuholele intengo kasawoti ye-lithium.
Ngokuya kwabasebenzi abasha bebhethri bebhethri ekubolekeni, i-Lithium Hydroxide ihlukaniswe ngemizila emibili yokukhiqiza ye-Lithium Hydroxide kanye noSalt Lake ukulungiselela i-Lithium Hydroxide neSalt Lake. I-Lithium Hydroxide ngemuva kwezimboni -grade ye-lithium Carbonate. Ngo-2022, amabhizinisi asebenzisa iLithium Hydroxide esebenzisa i-Pylori ayengaphansi kwemithombo yamaminerali eqinile. Ngakolunye uhlangothi, umthamo wokukhiqiza we-lithium hydroxide unqunyelwe ngaphansi kokuntuleka kwezinsiza ze-lithium. Ngakolunye uhlangothi, njengamanje kuba nabakhiqizi be-Lithium Hydroxide abambalwa abaqinisekiswe yi-International Battery Faucet, ngakho-ke ukuhlinzekelwa kwe-Lithium Hydroxide ephezulu kakhulu.
I-Ping Analyst Chen Xiao ekhonjiswe embikweni wokucwaninga wokuthi inkinga yezinto ezisetshenziswayo iyinto ebalulekile yokuphazamiseka kwe-lithium yebhethri embonini yezwe. Nge-Salt Lake Brine Lithium Ukuphakamisa imizila, ngenxa yokupholisa kwesimo sezulu, ukuhwamuka kwamachibi kasawoti kuyancipha, futhi ukuhanjiswa kunokushoda kokuhlinzekwa, ikakhulukazi ezindaweni zokuqala neyesine. Ngenxa yezimpawu ezinqabile ze-lithium iron phosphate, ngenxa yezimfanelo zensiza ezinqabile, ukunikezwa kwendawo bekunganele futhi kwathuthukisa izinga eliphakeme lokusebenza, kanye nokwanda kwaminyaka yonke kufinyelele ku-53.94%.
Isidingo esisha samandla senyuka
Njengento ebalulekile eluhlaza yamabhethri aphezulu we-lithium -ion, ukukhula okuqinile kwesidingo sezinkundla ezintsha ze-Energy Energy Vehicle Vehicle Izimboni zinikeze izisusa zomthombo ukwedlula amanani entengo e-lithium hydroxide.
Ukuphepha kuveze ukuthi imakethe entsha yamandla esibulalayo iqhubeka nokuqina ngo-2022, futhi ukusebenza kwawo kusakhanyisa. Ukukhiqizwa kwamafektri ebhethri asezingeni eliphansi eLithium Hydroxide kuyasebenza, kanye nesidingo samabhethri aphezulu we-nikickel ternary kanye ne-iron lithium iyaqhubeka nokwenza ngcono. Ngokusho kwedatha yakamuva evela eChina Automobile Association, kusukela ngoJanuwari kuya ku-Novemba 2022, ukukhiqizwa kwezimoto ezintsha ze-Energy kwakungu-6.253 wezigidi ezingama-6.253, ngokulandelana, futhi isabelo semakethe sifinyelele ku-25% .
Ngokwesimo sokushoda kwezinsizakusebenza kanye nesidingo esinamandla, intengo kasawoti ye-lithium enjenge-lithium hydroxide ikhule, futhi i-lithium kagesi embonini iwele "ukukhathazeka". Bobabili abahlinzeki bezinto ezibonakalayo bamandla, abakhiqizi kanye nabakhiqizi abasha bezimoto bakhuphula ukuthenga kwabo ngosawoti we-lithium. Ngo-2022, abakhiqizi bezinto ezibonakalayo bamabhethri basayine izinkontileka zokuhlinzekwa kwabahlinzeki be-lithium hydroxide. Uxhaso oluphethwe ngokuphelele lwe-Avchem Group lusayine inkontileka yokuhlinzekwa kwebhethri le-Lithium Hydroxide nge-Axix. Iphinde yasayina izinkontileka nge-Tiahua Super Clean's subsididiary Tianyi Lithium naseSichuan Tianua yemikhiqizo ye-Lithium Grade Lithium Hydroxide.
Ngaphezu kwezinkampani zebhethri, izinkampani zezimoto nazo ziyancintisana ngenkuthalo yeLithium Hydroxide Supplies. Ngo-2022, kubikwa ukuthi uMercedes-Benz, BMW, General General Motors nezinye izinkampani zemoto basayine izivumelwano zebhethri le-Lithium Hydroxide, kanti uTesla waphinde wathi kuzokwakha inkambu ye-lithium hydroxide yesitshalo se-lithium hydroxide, ngokuqondile ingena emkhakheni we I-Lithium Chemical Production.
Kuwo wonke, ithemba lokuthuthuka lokuthuthuka lemboni entsha yezimoto lilethe isidingo esikhulu semakethe se-lithium hydroxide, kanye nokushoda kwezinsizakusebenza ze-lithium ziholele ekukhiqizeni umthamo wokukhiqiza we-lithium hydroxide, ecindezela intengo yayo yemakethe ezingeni eliphakeme.
Isikhathi sePosi: FEB-02-2023