Ukuwa 10,000 yuan ngosuku! Amaxabiso eLithium carbonate anokwehla kakhulu!
Kungekudala, amaxabiso e-lithium carbonate yebhetri-level awile kakhulu. Ngomhla we-26 kaDisemba, izinto zebhetri ze-lithium zilinganisa ixabiso leebhetri ze-lithium zawa kakhulu. Ixabiso eliqhelekileyo lebhetri-grade lithium carbonate yawa ukusuka kwi-549,000 yuan / ton kwiveki ephelileyo ukuya kwi-531,000 yuan / ton, kwaye ixabiso eliqhelekileyo le-industrial-grade lithium carbonate lawa ukusuka kwi-518,000 yuan / ton kwiveki ephelileyo ukuya kwi-499,000 yuan / ton.
Kuyaqondwa ukuba ukususela ekupheleni kukaNovemba, ixabiso lebhetri ye-lithium liye laqala ukuhla, kwaye i-quotation ye-avareji yebhetri ye-lithium carbonate kunye ne-industrial-grade lithium carbonate iye yawa ngaphezu kweentsuku ze-20!
Kweneke ntoni? Ngaba imarike ye-lithium carbonate eshushu iya kuhamba ngonaphakade? Kuya kuhlala ixesha elingakanani ukuhla?
Ngokutsho kwedatha yeklabhu yeshishini, ukususela ekuqaleni kukaNovemba, ixabiso le-lithium carbonate libonise ukuhla okuphawulekayo, okuye kwawa ukusuka kwi-580,000 yuan / ton ukuya kwi-510,000 yuan / ton. Yakhe yawa kwi-510,000 yuan / ton, kwaye kwakukho utyekelo lokuqhubeka nokuhlola.
Ixabiso elingavumelekanga! Yeka inkxaso-mali! Ixabiso lawela kwisigqibo esingaphambili?
Ndimele ndincwine ukuba le marike ngokwenene yientsuku ezimbini zomkhenkce kunye nomlilo. Ixabiso lenyanga edlulileyo lalisekho kwincopho ye-600,000 yuan / ton, kodwa ngoku ngulo mboniso.
Imigaqo-nkqubo: thintela ukunyuswa kwamaxabiso. Ngomhla we-18 kaNovemba, i-Ofisi Jikelele yeSebe lezoShishino kunye neTekhnoloji yoLwazi kunye ne-Ofisi Jikelele yoLawulo lweLizwe loLawulo lweMarike kunye noLawulo lukhuphe "Isaziso sokwenza ngcono uPhuhliso oluZinzile lweLithium -ion Battery Industry Chain Supply Chain" (emva koku kubhekiselwa kuyo njenge "Isaziso") yabonisa ukuba amasebe olawulo lweMarike kufuneka omeleze ukulawulwa kwaye ahlalutye ibhetri ye-lithium. amaxabiso angaqhelekanga, anyusiweyo, kunye nokhuphiswano olungafanelekanga ukugcina ulungelelwaniso lwemarike.
Ishishini: Yeka inkxaso-mali. Kwishishini elitsha lamandla, lo nyaka ikwangunyaka wokugqibela wenkxaso-mali karhulumente yezithuthi zamandla amatsha, kwaye amathuba okwandiswa kwakhona mancinci. Ubhubhani ophindaphindiweyo kulo nyaka uchaphazela izinga lokusetyenziswa kwabathengi ukuya kwinqanaba elithile, kwaye uchungechunge lwe-tram luxhaswa ngurhulumente. Cotha.
Ngaba inqaku lokutshintsha? Amashishini asandisa imveliso ephambeneyo!
Ukusuka kulo mbono, kubonakala ngathi i-inflection point ye-lithium carbonate market ifikile, kodwa i-Guanghua Jun yafumanisa ukuba iinkampani ezininzi zisafakwa kwimveliso. Baneembono ezahlukeneyo kwi-lithium carbonate!
NgokweSibhengezo soShishino lweMigodi eNkulu, inkampani, iGuocheng Holdings, iShanghai Jinyuan Sheng, kunye neJingcheng Investment izimisele ukutyala imali kwiSixeko saseChifeng, e-Inner Mongolia, ukutyala imali kwiiprojekthi ezifana nophuhliso lwemithombo yezimbiwa kunye nophuhliso loshishino lwamandla amatsha. I-100 yezigidi zeeyuan, idala ipaki yoshishino "yekhabhoni ephantsi" kwitsheyini epheleleyo yemveliso yebhetri ye-lithium. Ipaki yezoshishino iceba ukwakha iiprojekthi ezisibhozo, kuquka iiprojekthi zemveliso ye-lithium carbonate, ezinye iiprojekthi zetyuwa ze-lithium, iiprojekthi zophuhliso zesikhululo samandla amatsha, iiprojekthi zokuvelisa izinto eziphathekayo zebhetri, iitoni ze-100,000 zezinto ezingalunganga zegraphite ezidibeneyo zeprojekthi, iprojekthi yokuvelisa ibhetri ye-10GWH, iiprojekthi zebhetri Pack Pack Investment kunye nezikhululo zamandla okugcina amandla oluntu, kunye nokutyalomali kunye nezikhululo zokutshintsha.
Nangona kunjalo, iintatheli ziye zaqhagamshelana nenani leenkampani ze-lithium. Iinkampani ngokubanzi zikholelwa ukuba ixabiso lebhetri-grade lithium carbonate lisekwizinga eliphezulu. I-Ganfeng Lithium yathi kwakhona ngoDisemba 21 ukuba ixabiso le-lithium carbonate lisasebenza phezulu ngoku, kwaye inkampani ikholelwa ukuba oku kuguquguquka kuqhelekileyo.
"Sigweba ukuba ixabiso langoku lokunyuka kwexabiso alifikanga. Nangona ixabiso le-lithium carbonate liguquguquka kancane, impembelelo kwinkampani ayikho enkulu." ITekhnoloji yeFu Neng yathi ixabiso le-lithium carbonate lalimalunga ne-300,000 yuan / ton. Okwangoku Ixabiso lisekho malunga ne-500,000 yuan / ton, kwaye isekho kwinqanaba eliphezulu, kunye neempembelelo ezilinganiselweyo zokuhla kancinci.
Iza kufika nini inguqu? Ndiza kuya phi emva kokulandelela?
Enyanisweni, ngaphezu kwempembelelo ye-market hype, inkxaso ephezulu yexabiso le-lithium carbonate yindleko yokubonelela kunye nemfuno kunye ne-lithium ore, kwaye ukusombulula ukungahambelani kokubonelela kunye nokufunwa yingcambu yokunciphisa ixabiso eliphezulu lezixhobo ze-lithium. Nangona kunjalo, ngokwesantya sangoku sokuvelisa, ukunikezelwa kwe-lithium ngo-2023 kuya kwanda ngama-22%, okuya kunciphisa ingxaki yokunqongophala kwe-lithium kwinqanaba elithile.
Ngomkhwa wamaxabiso e-lithium carbonate, iinkampani ze-industrial chain zinike ezinye iingqikelelo kunye neembono. U-Zhang Yu, uNobhala-Jikelele weSebe leSicelo seBattery yaMandla, uthe ngokukhululwa ngokuthe ngcembe kwesakhiwo somthamo, kuqikelelwa ukuba ixabiso lezinto ezihambelanayo liya kuwa ukusuka kunyaka ozayo, kwaye ngokuthe ngcembe liya kuba nengqiqo; Kulindeleke ukuba lonke ikhonkco lemizi mveliso libe yintsalela kwi-lithium ore mva nje.
Ixesha lokuposa: Jan-06-2023