Ngowama-2022, imarike yemveliso yeekhemikhali yasekhaya ibonise ukwehla okusengqiqweni xa iyonke. Ngokweenkcukacha-manani ezivela kwiiklabhu zoshishino, i-64% yeemveliso zemichiza eziqhelekileyo ezili-106 ezibekwe esweni ngo-2022, i-64% yeemveliso ziwile, i-36% yeemveliso zenyuka. Imarike yeemveliso zeekhemikhali ibonise ukunyuka kweendidi zamandla amatsha, ukuhla kweemveliso zekhemikhali zemveli, ukuzinzisa izinto ezisisiseko ekrwada Ipateni. Kuluhlu lwe "Uphononongo lweMarike yeMichiza ka-2022" eqaliswe kolu shicilelo, iya kunyulwa njengeemveliso ezinyukayo neziwayo zokuhlalutya.
I-2022 ngokungathandabuzekiyo lixesha eliphezulu kwimarike yetyuwa ye-lithium. I-lithium hydroxide, i-lithium carbonate, i-lithium iron phosphate, kunye ne-phosphate ore ithathe izihlalo eziphezulu ze-4 kuluhlu lokunyuka kweemveliso zeekhemikhali, ngokulandelanayo. Ngokukodwa, imarike ye-lithium hydroxide, ingoma ephambili yokunyuka okunamandla kunye nokuphakama kwecala kuwo wonke unyaka, ekugqibeleni iphakamisa uluhlu lwe-155.38% yokunyuka konyaka.
Imijikelo emibini yotsalo olomeleleyo olunyukayo kunye nentshayelelo ephezulu
Umkhwa wentengiso ye-lithium hydroxide ngo-2022 unokwahlulwa ube ngamanqanaba amathathu. Ekuqaleni kuka-2022, imarike ye-lithium hydroxide yavula imarike ngexabiso eliphakathi kwe-216,700 yuan (ixabiso letoni, elifanayo ngezantsi). Emva kokunyuka okunamandla kwikota yokuqala, igcine inqanaba eliphezulu kwikota yesibini neyesithathu. Ixabiso eliqhelekileyo le-yuan eyi-10,000 liphelile, kwaye unyaka unyuke nge-155.38%.
Kwikota yokuqala ye-2022, ukunyuka kwekota kwimarike ye-lithium hydroxide yafikelela kwi-110.77%, apho ngoFebruwari yanda ukuya kunyaka omkhulu, ifikelela kwi-52.73%. Ngokwezibalo ezivela kwiiklabhu zoshishino, ngeli nqanaba, lixhaswa yi-ore ephezulu, kwaye ixabiso le-lithium lithium carbonate liye laqhubeka nokuxhasa i-lithium hydroxide. Kwangaxeshanye, ngenxa yezinto eziqinileyo, izinga lokusebenza lilonke le-lithium hydroxide lawela malunga ne-60%, kwaye indawo yokubonelela yayiqinile. Imfuno ye-lithium hydroxide kwi-downstream high-nickel ternary battery manufacturers iye yanda, kwaye ukungafani kokubonelela kunye nemfuno kuye kwakhuthaza ukunyuka okunamandla kwixabiso le-lithium hydroxide.
Kwikota yesibini neyesithathu ye-2022, imarike ye-lithium hydroxide ibonise ukuthambekela okuphezulu okuguquguqukayo, kwaye ixabiso eliphakathi linyuke kancinci nge-0.63% kulo mjikelo. Ukususela ngo-Epreli ukuya kuMeyi ka-2022, i-lithium carbonate yaba buthathaka. Olunye lwesakhono esitsha sabanye abavelisi be-lithium hydroxide bakhululwe, ukonyuka konikezelo lulonke, imfuno yokuthengwa kweendawo zasekhaya esezantsi kwehlile, kwaye imarike ye-lithium hydroxide yabonakala iphezulu. Ukuqala ngoJuni 2022, ixabiso le-lithium carbonate liphakanyiswe kancinci ukuxhasa iimeko zemarike ye-lithium hydroxide, ngelixa intshiseko yophando olusezantsi lwaphuculwa kancinci. Ifikelele kwi-481,700 yuan.
Ukungena kwikota yesine ye-2022, imarike ye-lithium hydroxide yavuka kwakhona, ngokunyuka kwekota ye-14.88%. Kwixesha lexesha eliphakamileyo, ukuveliswa kunye nokuthengiswa kwezithuthi zamandla amatsha kwi-terminal kuye kwanda kakhulu, kwaye imarike kunzima ukuyifumana. Umgaqo-nkqubo wenkxaso yenkxaso yamandla amatsha usondela ekupheleni, kwaye ezinye iinkampani zeemoto ziya kulungiselela kwangaphambili ukuqhuba imarike ye-lithium hydroxide kwimfuno eqinile yeebhetri zamandla. Kwangaxeshanye, echatshazelwa sisibetho sasekhaya, unikezelo lwendawo yentengiso luqinile, kwaye imarike ye-lithium hydroxide iya kuvuka kwakhona. Emva kwephakathi ngoNovemba 2022, ixabiso le-lithium carbonate linqabile, kwaye imakethe ye-lithium hydroxide yawa kancane, kwaye ixabiso lokugqibela livaliwe kwi-553,300 yuan.
Ubonelelo lwemathiriyeli ekrwada enyukayo luxinaniso lobonelelo
Ukujonga emva ngo-2022, ayisiyiyo kuphela imakethi ye-lithium hydroxide ephakame njengomnyama, kodwa ezinye iimveliso zetyuwa ze-lithium ziqhube ngokuqaqambileyo. I-Lithium carbonate yavuka i-89.47%, i-lithium iron phosphate yanda ukunyuka konyaka kwe-58.1%, kwaye ukunyuka konyaka kwe-ore ye-phosphorus ye-lithium iron phosphate nayo yafikelela kwi-53.94%. I-Essence Ishishini likholelwa ukuba isizathu esona sizathu sokunyuka kwetyuwa ye-lithium ngo-2022 kukuba iindleko zemithombo ye-lithium ziyaqhubeka nokunyuka, okubangele ukunyuka okuqhubekayo kokunqongophala kwetyuwa ye-lithium, ngaloo ndlela kutyhala ixabiso le-lithium ityuwa.
Ngokwabasebenzi abatsha bentengiso yebhetri yamandla e-Liaoning, i-lithium hydroxide yahlulwe kakhulu yaba ziindlela ezimbini zemveliso ye-lithium hydroxide kunye nechibi letyuwa elilungiselela i-lithium hydroxide kunye nechibi letyuwa. I-Lithium hydroxide emva kwe-industrial-grade lithium carbonate. Ngo-2022, amashishini asebenzisa i-lithium hydroxide esebenzisa i-pylori ayephantsi kwemithombo yezimbiwa eziqinileyo. Ngakolunye uhlangothi, umthamo wokuvelisa i-lithium hydroxide ulinganiselwe phantsi kokungabikho kwezixhobo ze-lithium. Ngakolunye uhlangothi, okwangoku kukho abambalwa abavelisi be-lithium hydroxide abaqinisekiswa yi-faucet yebhetri yamazwe ngamazwe, ngoko ke ukunikezelwa kwe-lithium hydroxide ephezulu kuncinci.
I-Ping Umhlalutyi wezoKhuseleko u-Chen Xiao ubonise kwingxelo yophando ukuba ingxaki yezinto eziluhlaza yinto ebalulekileyo yokuphazamiseka kwi-lithium ye-battery industry chain. Kuba ityuwa echibini brine iindlela zokuphakamisa lithium, ngenxa yokupholisa kwemozulu, ukuphuphuma kwamachibi etyuwa kuyancipha, kwaye unikezelo lunqongophele ukubonelela, ngakumbi kwikota yokuqala neyesine. Ngenxa yokunqongophala kweempawu ze-lithium iron phosphate, ngenxa yokunqongophala kweempawu zobuncwane, unikezelo lwamabala lwalungonelanga kwaye lwakhuthaza izinga eliphezulu lokusebenza, kwaye ukunyuka konyaka kwafikelela kuma-53.94%.
Imfuno entsha yamandla etheminali inyukile
Njengomathiriyeli ophambili we-high-nickel ternary lithium -ion iibhetri, ukukhula okunamandla kwemfuno yemizi-mveliso yezithuthi zamandla amatsha asezantsi kuye kwanika inkuthazo yomthombo kunokunyuka kwamaxabiso e-lithium hydroxide.
I-Ping An Securities ibonise ukuba i-market terminal yamandla entsha iqhubekile ukuba namandla ngo-2022, kwaye ukusebenza kwayo kwakusamangalisa. Ukuveliswa kweefektri zebhetri ezisezantsi kwi-lithium hydroxide iyasebenza, kwaye imfuno yeebhetri ze-nickel ternary ephezulu kunye ne-iron lithium iyaqhubeka nokuphucula. Ngokutsho kwedatha yamva nje evela kwi-China Automobile Association, ukususela ngoJanuwari ukuya kuNovemba ka-2022, ukuveliswa kunye nokuthengiswa kwezithuthi zamandla amatsha zazingama-6.253 ezigidi kunye ne-60.67 yezigidi, ngokulandelanayo, ukunyuka konyaka-ngonyaka, kwaye isabelo semarike sifikelele kwi-25%.
Kwimeko yokunqongophala kwezixhobo kunye nemfuno eqinile, ixabiso le-lithium ityuwa njenge-lithium hydroxide liye lanyuka, kwaye i-lithium yeshishini lombane we-lithium iye yawela "kwixhala". Bobabini ababoneleli bezinto zebhetri zamandla, abavelisi kunye nabavelisi beemoto zamandla amatsha banyusa ukuthengwa kweetyuwa ze-lithium. Ngo-2022, abavelisi bezinto zebhetri abaninzi batyikitya iikhontrakthi zobonelelo kunye nababoneleli be-lithium hydroxide. I-subsidiary ephethwe ngokupheleleyo ye-Avchem Group isayine isivumelwano sokubonelela ngebhetri yebanga le-lithium hydroxide kunye ne-Axix. Ikwatyikitye izivumelwano kunye ne-Tianhua Super Clean's subsidiary i-Tianyi Lithium kunye ne-Sichuan Tianhua yeemveliso ze-lithium hydroxide zebhetri-grade.
Ukongeza kwiinkampani zebhetri, iinkampani zeemoto nazo zikhuphisana ngenkuthalo kwiimpahla ze-lithium hydroxide. Ngo-2022, kuxelwa ukuba iMercedes-Benz, iBMW, iGeneral Motors kunye nezinye iinkampani zemoto zisayine izivumelwano zokubonelela ngebhetri yebanga le-lithium hydroxide, kwaye uTesla wathi kwakhona kuya kwakha isityalo sekhemikhali se-lithium hydroxide, singene ngqo kwintsimi yemveliso yeekhemikhali ze-lithium.
Lilonke, ithemba elikhulayo lophuhliso loshishino lwemoto yamandla amatsha lizise imfuno enkulu yentengiso ye-lithium hydroxide, kwaye ukunqongophala kwemithombo ye-lithium enyukayo kukhokelela kumthamo olinganiselweyo wemveliso ye-lithium hydroxide, ukutyhala ixabiso layo lemarike kwinqanaba eliphezulu.
Ixesha lokuposa: Feb-02-2023