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 lweMakethi kunye noLawulo lukhuphe "Isaziso sokwenza uPhuhliso oluNgcono oluZinzileyo lweLithium -ion yeBattery Industry Chain Supply Chain" (emva koku. ekubhekiselwa kuyo njenge “Saziso”) ibonise ukuba amasebe olawulo lweMarike kufuneka omeleze ulongamelo, aphande ngokungqongqo kwaye ohlwaye ummandla onyukayo nosezantsi woshishino lwebhetri ye-lithium ukubamba 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 yemizi-mveliso iceba ukwakha iiprojekthi ezisibhozo, kuquka iiprojekthi zokuvelisa i-lithium carbonate, ezinye iiprojekthi zetyuwa ze-lithium, iiprojekthi zophuhliso lwesikhululo samandla amatsha, iiprojekthi zokuvelisa izinto eziphathekayo ngebhetri, iitoni ezili-100,000 zeprojekthi edibeneyo yegraphite engalunganga, iprojekthi yokuvelisa ibhetri ye-10GWH, ibhetri. Iiprojekthi zePack Pack Investment ezinezikhululo zamandla zokugcina amandla zoluntu, kunye notyalo-mali kunye nezitishi ezitshintshwayo.
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 inqanaba lokunyuka kwexabiso langoku alikafiki.Nangona ixabiso le-lithium carbonate liguquguquka kancinci, ifuthe kwinkampani alikho likhulu.ITekhnoloji yeFu Neng yathi ixabiso le-lithium carbonate lalimalunga ne-300,000 yuan / ton.Okwangoku Ixabiso lisekwi-500,000 yuan / ton, kwaye lisekwinqanaba 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.UZhang Yu, uNobhala-Jikelele weSebe leSicelo seBattery yaMandla, uthe ngokukhululwa ngokuthe ngcembe kwesakhiwo samandla, 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