"Ho na le lithium ho ea hohle, ha ho na lithium inch tse thata ho tsamaea".
Sena se tummeng stems, le hoja se feteletsoe hanyenyane, empa lentsoe le mabapi le tekanyo ea botumo ba indasteri ea lithium.
Maikutlo a ho otla ho hoholo ke afe?
Ho fihlela ka Mphalane, likhakanyo tse tharo tsa kotara nakong ea tokollo e matla, mefuta eohle ea lichelete le ho bula leqhubu la phetisetso ea maemo.
Ho tloha ka la 21 Mphalane, Shanghai le Shenzhen li na le lik'hamphani tse thathamisitsoeng tse fetang 360 tse senotsoeng, sekhahla sa ts'ebetso se fetang 90%. Ho tloha kabong ea indasteri, photovoltaic, lisebelisoa tsa betri tsa lithium le pina e 'ngoe e tsebahalang e thabile ka mokhoa o nepahetseng, ts'ebetso ea likhoebo tse ling e khanyang haholo.
Ka mohlala, Ningde Times e lebelletsoe ho khutlisa phaello ea li-yuan tse limilione tse likete tse 16.5 ho isa ho li-yuan tse libilione tse 18 likotong tse tharo tsa pele, keketseho ea 112.87% ho isa ho 132.22% nakong e tšoanang selemong se fetileng, e fetang tekanyo ea selemo se felletseng ( 15.93 li-yuan tse limilione tse likete).
Phaello ea kotara ea boraro e hlahisoang ke 'm'e e lebelletsoe ho ba lipakeng tsa li-yuan tse libilione tse 8.8 le li-yuan tse libilione tse 9.8, e leng sekhahla sa kholo ea selemo le selemo sa 169.33% -199.94%. Ho feta kakaretso ea likarolo tse peli tsa pele tsa selemo sena (li-yuan tse limilione tse likete tse 8.16), moputso oa letsatsi le letsatsi oa li-yuan tse ka bang limilione tse 100.
Ntle le Ning Wang, matla a lithium a Yiwei ka letsatsi le le leng hape a tsoa litabeng tse monate: phaello ea kotara ea pele ea kotara e lebeletsoe ho li-yuan tse limilione tse likete tse 2.437 - li-yuan tse limilione tse likete tse 2.659, keketseho ea 10% -20%, phaello ea kotara ea boraro. ea li-yuan tse limilione tse likete tse 1.082 - li-yuan tse limilione tse likete tse 1.298, keketseho ea 50% -80% Lekeno la kotara ea boraro ea li-yuan tse limilione tse likete tse 1.082-1.298, keketseho ea 50-80 lekholong.
October 14, lithium etellang Ganfeng lithium indasteri e lokolloa esale pele tshebetso: phaello letlooa lebeletsoe ho 14,3 bilione Yuan - 15,3 limilione tse likete tse Yuan, selemo le selemo keketseho ea 478.29% - 518,73%. Har'a bona, phaello ea kotara ea boraro e lebelletsoe ho eketseha ka makhetlo a fetang 5.67.
Indasteri e 'ngoe e etellang pele ea lithium, empa hape le ts'ebetso ea "ho phatloha": likarolo tse tharo tsa pele tsa phaello ea letlooa li lebelletsoe ho li-yuan tse limilione tse likete tse 15,2 - li-yuan tse limilione tse likete tse 16,9, keketseho ea 2768.96% - 3089.83%, phaello ea kotara ea boraro e lebelletsoe ho 5. li-yuan tse limilione tse likete -6,5 li-yuan tse limilione tse likete, keketseho ea 1026.10% -1363,92%.
E tletse mahlo a mafubelu le lerata le kopaneng, ho tlameha ho boleloa hore 2022 ke selemo se seholo bakeng sa indasteri ea betri ea lithium.
Ha e le hantle, 'maraka oa bobeli o 'nile oa tšoantšetsoa. 11 October, lihlahisoa tsa lithium li ile tsa phahama ka potlako. Qetellong ea letsatsi, index ea betri ea lithium e ile ea phahama ho feta karolo ea 2 lekholong. Har'a bona, matla a li-lithium a limilione tse likete a ile a phahama ka 6.16%, Ningde Times e nyolohile ka 5.97%, boleng ba 'maraka bo khutlela letšoao la li-yuan tse libilione.
Ke hobane'ng ha e phahama?
Bakeng sa kholo ea ts'ebetso, Ningde Times e boletse hore ka nts'etsopele e potlakileng ea indasteri e ncha ea matla lapeng le kantle ho naha, 'maraka oa libeteri tsa matla le polokelo ea matla o ntse o tsoela pele ho hola. Khamphani e ntse e tsoela pele ho hlahisa litharollo tse etellang pele tsa sehlahisoa le ho matlafatsa boiteko ba nts'etsopele ea mebaraka, hammoho le tokollo ea bokhoni ba tlhahiso ea moralo oa pele, tlhahiso le thekiso e eketsehile haholo.
EVERLIGHT e bontšitse hore, ka lehlakoreng le leng, khahlanong le semelo sa keketseho e matla ea litheko tse kholo tsa thepa, e ile ea lokisa ka nako mokhoa oa eona oa theko ea lihlahisoa, 'me phaello ea mohala ka mong oa sehlahisoa o ile oa lokisoa hamolemo; ea bobeli, khoebo e ka sehloohong ea khoebo ea betri e ntse e tsoela pele hantle, 'me ha fektheri e ncha le mohala o mocha oa tlhahiso o kena sethaleng sa tlhahiso ea bongata, tekanyo ea thepa ea k'hamphani e ntse e hōla ka potlako.
Ka 'nete, ka ho rua molemo ho matla a holimo-limo a 'maraka, ketane e ncha ea indasteri ea likoloi e tlisa nako e sa tloaelehang ea menyetla.
Ho ea ka Mokhatlo oa Chaena oa Baetsi ba Likoloi, ka 2014, thekiso ea likoloi tse ncha tsa China e ne e le li-unit tsa 75,000 feela; ka 2021, liyuniti tse fetang limilione tse 3.5. Selemong sena, Mokhatlo oa China oa Baetsi ba Likoloi (CAAM) o phahamisitse ponelopele ea eona ea thekiso ho likoloi tse limilione tse 6, mme e re e ka e phahamisa hape kamora moo. Ka Loetse selemong sena, sekhahla sa thekiso ea likoloi tse ncha tsa China se fihlile ho liperesente tse 31.8, ho nyoloha ka liperesente tse 11 ho tloha ka Loetse 2021.
Ka nako e ts'oanang, sekhahla sa ho kenella ha limmaraka tsa mose ho maoatle le sona se eketseha ka potlako. Lintlha tsa meetlo li bontša hore ka Phato selemong sena, thepa ea China ea likoloi tse ncha tsa matla e fihlile ho li-unit tsa 83,000 ho ea ho 82,3% selemo le selemo, e leng karolo ea 27% ea kakaretso ea likoloi tse rekisoang ka nako e le 'ngoe, tlaleho e phahameng.
Ho tloha ka Phato 2022, thekiso e ncha ea likoloi tsa China e nkile karolo ea 70 lekholong ea lefatše, e fetoha matla a matla a ke keng a hlokomolohuoa. Haufinyane tjena likoloi tse hlano tse holimo ka ho fetisisa lefatšeng li bonts'a Paris Motor Show, BYD Han, mofuta oa Wei Coffee 01, Ola Funky Cat le lihlahisoa tse ling tse ncha, li ile tsa hlahisa moea o mocha oa China.
Ha ho pelaelo hore China e se e ntse e le setsi sa bohlokoa sa moea se etellang pele indasteri ea likoloi tse ncha tsa lefatše.
E ipapisitse le tlhoko e phatlohileng, litheko tsa letsoai la lithium, thepa e ka sehloohong e tala bakeng sa libeteri tsa motlakase, li ntse li tsoela pele ho nyoloha ho tloha 2021.
La 14 Mphalane, 2022, theko ea lehae ea betri ea lithium carbonate e fihlile ho 526,000 yuan / ton, e otlang rekoto e phahameng, ha e bapisoa le 278,000 yuan / ton qalong ea selemo e eketsehile ka liperesente tse ka bang 90. Ha ho bapisoa le la 14 Mphalane, 2020, li-yuan / lithane tse limilione tse 4.1, tse nyolohang ka makhetlo a ka bang 12.
Ho hlanya eseng feela lithium carbonate, Mphalane 14, 2020 lithium hydroxide ea lapeng 4.9 milione ea li-yuan / ton, la 14 Mphalane 2022 e fihlile ho li-yuan tse limilione tse 51.75 / ton.
Ho ea ka lintlha tse lokollotsoeng ke Shanghai Steel Association, ka la 18 Mphalane, lithium carbonate ea boemo ba betri e ile ea phahama 2,000 yuan / ton, theko e tloaelehileng ea li-yuan tse limilione tse 53.75 / ton, sehlopha sa liindasteri sa lithium carbonate se ile sa phahama 2,500 yuan / ton, theko e tloaelehileng ea Li-yuan / lithane tse limilione tse 52.3, ka bobeli li fihlile holimo haholo.
Mefuta eohle ea lintlha e ntse e eketseha, indasteri ea lithium in situ e fofa hammoho, litsebi tsa mokete oa k'hamphani, esita le batho ba baholo ba indasteri ba re: indasteri eohle e ncha ea likoloi tsa matla, e sebeletsa "mosebetsi" oa "lithium".
Nako, lik'hamphani tsa indasteri ea lithium le tsona li fetohile mefuta e kaholimo ea ketane ea baeloji.
Motsamaisi oa Zhongtai Capital Wang Dongwei o itse, ho hlohlelletsa litheko tsa oli ea lithium li nyolohile ho na le lintlha tse peli tsa nako e khuts'oane le tsa nako e telele.
Ka nako e khuts'oane, mabaka a linako tsa selemo a lebisitse ho fokotseha ha tlhahiso ea Qinghai Salt Lake, hammoho le phello ea seoa sa lipalangoang, lisebelisoa tsa lithium li fana ka matla. Likhoebo tse tlase qetellong ea selemo ho fumana mosebetsi, ho bokella chelete e ngata, ho matlafatsa khaello ea phepelo.
Ka nako e telele, theko ea lithium e ntse e phahama ka lebaka la ho se leka-lekane pakeng tsa phepelo le tlhokahalo, morero oa lisebelisoa tsa lithium o nka lilemo tse ka bang hlano ho phethoa, ha tlhokahalo e tlaase e ntse e eketseha ka potlako, 'me matla a hang-hang a lithium ha a ngata.
Ho ke ke ha latoloa hore matla a macha e ntse e le pina ea khauta ea boemo ba pele hajoale.
Setsebi sa indasteri Yu Shengmei o itse: hore na tebello ea kholo ea bokamoso, kapa sekhahla se phahameng sa hona joale, ho kenyelletsa le tekanyo ea indasteri, ha e bapisoa le pina e 'ngoe. Empa sena ha se bolele hore 'maraka o mocha oa matla ha o cyclic, indasteri ha e tletse.
Sekhahla se secha sa ho kenella ha likoloi tsa motlakase se atamelang 30%, lifeme tse kholo tsa betri, limela tse amohelang 'me e bile keketseho e kholo ea tlhahiso. Hang ha sekhahla sa kholo ea 'maraka oa likoloi se fokotsehile, matla a tlhahiso ea betri a theoleloa, 'maraka o ka bang teng kapa o tlohelle mmaraka ho fetola sefahleho hang-hang, ebe o oela fatše ka lesiba la khoho.
Molekane oa Keystone Capital Yang Shengjun o itse, pina e ncha ea matla lilemong tse 'maloa tse tlang e ntse e le nakong ea ho hloa, qalong ea 2025 e ka tlisa ntlha e phahameng ea indasteri. Le hoja ho ka ’na ha e-ba thata ho tsoela pele ho boloka khōlo e imenneng habeli ea lilemo tse peli tse fetileng, e ntse e le boemong bo hōlang ka potlako ka kakaretso.
Lonzhong tlhahisoleseding lithium tšepe phosphate mohlahlobisisi indasteri Wang Juan o ile a re: moralo oa hona joale oa likhoebo tse sa tšoaneng tsa lithium tšepe phosphate e nka nako ea ho hapa 'maraka, empa ka mabaka a sa tšoaneng, boholo ba tsoelo-pele ea kaho ea sesebelisoa e lieha boemo, hona joale, nako e khutšoanyane ea nakoana matla a feteletseng a ke ke a hlaha, empa ka ho lokolloa ho tsoelang pele ha matla a macha a tlhahiso, ho lebeletsoe ka mor'a lilemo tse peli tse latelang, lithium iron phosphate e ka 'na ea tobana le boemo bo feteletseng ba bokhoni.
Ka lentsoe, joale pina ea mollo e boetse e na le siling e inahaneloang, tlhokahalo ea ho ba hlokolosi ka lintho tse ngata haholo, tse tala le tse mabifi, ho lahleheloa ke tlhompho ea kotsi. Nakong e fetileng, ho tloha ho photovoltaic ho ea ho tee ea lebese, pina e chesa haholo ho tloha ho se seng hantle.
Indasteri ea lithium e ntse e na le nako ea khauta, empa ha e hole le nako ea ho nchafatsa mariha. Litsebi ha li khone ho mamella botahoa bo feteletseng, ho sa bue letho ka monyetla oa ho robala ho hapa, ntho e le 'ngoe feela ke ho itloaetsa mosebetsi oa ka hare oa boleng, theknoloji ea ho theha mosebetsi, metheo e tiileng ea indasteri, matla a mangata a khahlanong le kotsi, ho ka khoneha ho tsoela pele. hola ka mokhoa o tsitsitseng, nakong e tlang ea reshuffle nakong ea mariha.
Ha boemo bo le betere, re tlameha ho tsamaea holim'a leqhoa le lesesaane, litloloko tsa alamo li ntse li lla. A bang, kea ipotsa hore na ke litoro tse kae tse ka tsohang?
Nako ea poso: Oct-25-2022