I-10,000 yuan ngosuku iwile! Amanani e-lithium carbonate ehle kakhulu!
Muva nje, amanani e-lithium carbonate yezinga lebhethri ehle kakhulu. NgoDisemba 26, ngokwesilinganiso sezinto zebhethri le-lithium, intengo yamabhethri e-lithium yehle kakhulu. Intengo emaphakathi ye-lithium carbonate yezinga lebhethri yehle isuka ku-549,000 yuan/ton ngesonto eledlule yaya ku-531,000 yuan/ton, kanti intengo emaphakathi ye-lithium carbonate yezinga lezimboni yehle isuka ku-518,000 yuan/ton ngesonto eledlule yaya ku-499,000 yuan/ton.
Kuyaqondakala ukuthi kusukela ngasekupheleni kukaNovemba, intengo yebhethri le-lithium isiqalile ukwehla, futhi isilinganiso sesilinganiso se-lithium carbonate ye-battery-grade kanye ne-lithium carbonate ye-industrial-grade sehle izinsuku ezingaphezu kwezingu-20!
Kwenzekeni? 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 okukhulu, okwake kwehla kusuka ku-580,000 yuan/ton kuya ku-510,000 yuan/ton. Yake yehla yaya ku-510,000 yuan/ton, futhi kwakukhona ukuthambekela kokuqhubeka nokuhlola.
Intengo engavunyelwe! Yeka uxhaso! Intengo yawela esiphethweni esingaziwa?
Kufanele ngibubule ukuthi le makethe ngempela iyizinsuku ezimbili zeqhwa nomlilo. Intengo yenyanga edlule yayisephezulu kakhulu ngama-yuan angu-600,000/ton, kodwa manje sekuyilesi simo.
Izinqubomgomo: zivimbela ukukhushulwa kwentengo. Ngomhlaka-18 Novemba, iHhovisi Elijwayelekile loMnyango Wezimboni Nobuchwepheshe Bolwazi kanye neHhovisi Elijwayelekile Lokuphathwa Kwemakethe Nokuphatha Kahulumeni bakhiphe “Isaziso Sokwenza Intuthuko Ezinzile Engcono Ye-Lithium -ion Battery Industry Chain Supply Chain” (ebizwa ngokuthi “Isaziso”) baveze ukuthi iminyango yokuqapha iMakethe kufanele iqinise ukuqapha, iphenye ngokucophelela futhi ijezise imboni yebhethri ye-lithium engenhla nangezansi ukuze igcine amanani angajwayelekile, aphakanyisiwe, kanye nokuncintisana okungafanele ukuze kugcinwe ukuhleleka kwemakethe.
Imboni: Yeka uxhaso. Embonini entsha yamandla, lo nyaka futhi unyaka wokugcina woxhaso lukahulumeni lwezimoto ezintsha zamandla, futhi amathuba okwandiswa futhi mancane kakhulu. Ubhubhane oluphindaphindwayo kulo nyaka luthinta nezinga lokusetshenziswa kwabathengi ngezinga elithile, futhi uchungechunge lwe-tram luxhaswe nguhulumeni. Kancane kancane.
Ingabe iphuzu lokushintshashintsha? Amabhizinisi asandisa umkhiqizo ohlanyayo!
Kusukela kulo mbono, kubonakala sengathi iphuzu lokukhula kwemakethe ye-lithium carbonate selifikile, kodwa uGuanghua Jun uthole ukuthi izinkampani eziningi zisakhiqizwa ngendlela exakile. Zinemibono ehlukene nge-lithium carbonate!
Ngokusho kwe-Greater Mining Industry Announcement, inkampani, i-Guocheng Holdings, i-Shanghai Jinyuan Sheng, kanye ne-Jingcheng Investment bahlose ukutshala imali eChifeng City, e-Inner Mongolia, batshale imali kumaphrojekthi afana nokuthuthukiswa kwezinsizakusebenza zezimbiwa kanye nokuthuthukiswa kwemboni yamandla amasha. Ama-yuan ayizigidi eziyi-100, okudala ipaki yezimboni "ephansi-carbon" ochungechungeni oluphelele lwezimboni lwebhethri le-lithium. Ipaki yezimboni ihlela ukwakha amaphrojekthi ayisishiyagalombili, okuhlanganisa amaphrojekthi okukhiqiza i-lithium carbonate, amanye amaphrojekthi kasawoti we-lithium, amaphrojekthi okuthuthukisa isiteshi samandla amasha, amaphrojekthi okukhiqiza izinto zebhethri, amathani ayi-100,000 ephrojekthi ehlanganisiwe yezinto zokwenziwa ze-graphite negative, iphrojekthi yokukhiqiza ibhethri le-10GWH le-lithium, amaphrojekthi okutshala imali ephaketheni lebhethri aneziteshi zamandla omphakathi zokugcina amandla, kanye neziteshi zokutshala imali nezokufaka esikhundleni.
Kodwa-ke, izintatheli zixhumane nezinkampani eziningana ze-lithium. Izinkampani ngokuvamile zikholelwa ukuthi intengo ye-lithium carbonate yezinga lebhethri isesezingeni eliphezulu. I-Ganfeng Lithium nayo yathi ngoDisemba 21 intengo ye-lithium carbonate isasebenza phezulu okwamanje, futhi inkampani ikholelwa ukuthi lokhu kuguquguquka kuvamile.
“Siyahlulela ukuthi iphuzu lokunyuka kwentengo lamanje alikafiki. Nakuba intengo ye-lithium carbonate ishintshashintsha kancane, umthelela enkampanini awumkhulu.” I-Fu Neng Technology ithe intengo ye-lithium lithium carbonate yayicishe ibe yi-300,000 yuan/ton. Okwamanje intengo isecishe ibe yi-500,000 yuan/ton, futhi isesezingeni eliphezulu, ngomthelela olinganiselwe wokwehla okuncane.
Kuzofika nini isikhathi sokuguquka? Ngizoyaphi ngemva kokulandelela?
Eqinisweni, ngaphezu kwethonya lokwanda kwemakethe, ukwesekwa okubiza kakhulu kwe-lithium carbonate yizindleko zokuhlinzekwa kanye nesidingo kanye ne-lithium ore, futhi ukuxazulula ukungalingani kokuhlinzekwa kanye nesidingo kuyimbangela yokunciphisa intengo ephezulu yezinsizakusebenza ze-lithium. Kodwa-ke, ngokwejubane lamanje lokukhiqizwa, ukuhlinzekwa kwe-lithium ngo-2023 kuzokhula ngo-22%, okuzonciphisa inkinga yokushoda kwe-lithium ngezinga elithile.
Ngokuphathelene nomkhuba wamanani e-lithium carbonate, izinkampani ze-industrial chain nazo zinikeze izibikezelo kanye nemibono ethile. UZhang Yu, uNobhala-Jikelele weGatsha Lokufaka Isicelo Sebhethri Lamandla, uthe ngokukhululwa kancane kancane kokwakheka kwamandla, kulinganiselwa ukuthi intengo yezinto ezihlobene izokwehla kusukela ngonyaka ozayo, futhi kancane kancane izoba yinto efanelekile; Kulindeleke ukuthi lonke uchungechunge lwezimboni luzoba yinsalela evela ku-lithium ore okungenani.
Isikhathi sokuthunyelwe: Jan-06-2023