I-10,000 yuan ngosuku ikwindla! Amaxabiso e-lithium carbonate anciphe kakhulu!
Kutshanje, amaxabiso e-lithium carbonate yenqanaba lebhetri ehlile kakhulu. Ngomhla wama-26 kuDisemba, ixabiso leebhetri ze-lithium ngokwesilinganiso lehla kakhulu. Ixabiso eliqhelekileyo le-lithium carbonate ye-battery lehle ukusuka kwi-549,000 yuan/ton kwiveki ephelileyo ukuya kwi-531,000 yuan/ton, kwaye ixabiso eliqhelekileyo le-lithium carbonate ye-industrial lehle ukusuka kwi-518,000 yuan/ton kwiveki ephelileyo ukuya kwi-499,000 yuan/ton.
Kuyaqondakala ukuba ukusukela ekupheleni kukaNovemba, ixabiso lebhetri ye-lithium liqalile ukwehla, kwaye ixabiso eliqhelekileyo le-lithium carbonate ye-battery-grade kunye ne-lithium carbonate ye-industrial-grade liye lehla kangangeentsuku ezingaphezu kwama-20!
Kwenzeke ntoni? Ngaba imakethi ye-lithium carbonate eshushu iya kuphela ngonaphakade? Kuza kuhlala ixesha elingakanani ukwehla?
Ngokwedatha yeklabhu yeshishini, ukususela ekuqaleni kukaNovemba, ixabiso le-lithium carbonate libonakalise ukuhla okukhulu, okwake kwehla ukusuka kwi-580,000 yuan/ton ukuya kwi-510,000 yuan/ton. Lake lehla laya kwi-510,000 yuan/ton, kwaye kwakukho umkhwa wokuqhubeka nokuhlola.
Ixabiso elingavumelekanga! Yeka inkxaso-mali! Ixabiso lifikelele kwisigqibo esingalindelekanga?
Ndimele ndithi le marike izaliswe ngumkhenkce nomlilo iintsuku ezimbini. Ixabiso lenyanga ephelileyo belisephezulu kwi-600,000 yuan/ton, kodwa ngoku yile meko.
Imigaqo-nkqubo: iyakuthintela ukunyuswa kwamaxabiso. Ngomhla we-18 kweyeNkanga, iOfisi Jikelele yoMphathiswa wezoShishino noLwazi kunye neOfisi Jikelele yoLawulo lweSizwe loLawulo lweMarike kunye noLawulo zikhuphe "Isaziso sokwenza uPhuhliso oluZinzileyo olungcono lweLithium-ion Battery Industry Chain Supply Chain" (ebizwa ngokuba yi "Isaziso") zibonise ukuba amasebe olawulo lweMarike kufuneka aqinise ulawulo, aphande ngokungqongqo kwaye ohlwaye imboni yebhetri ye-lithium ephezulu nesezantsi ukuze agcine amaxabiso angaqhelekanga, aphakanyisiweyo, kunye nokhuphiswano olungafanelekanga ukugcina ucwangco lwemarike.
Ishishini: Yeka inkxaso-mali. Kwishishini elitsha lamandla, lo nyaka ukwangunyaka wokugqibela wenkxaso-mali karhulumente yezithuthi ezintsha zamandla, kwaye amathuba okwandiswa kwakhona mancinci kakhulu. Ubhubhane ophindaphindayo kulo nyaka uchaphazela nenqanaba lokusetyenziswa kwabathengi ukuya kwinqanaba elithile, kwaye uthotho lweetram luxhaswa ngurhulumente. Icotha.
Ingaba ingongoma yokunyuka kwexabiso? Amashishini asandisa imveliso engaqhelekanga!
Ngokwale mbono, kubonakala ngathi inqanaba lokunyuka kwemarike ye-lithium carbonate lifikile, kodwa uGuanghua Jun ufumanise ukuba iinkampani ezininzi zisasebenza ngokugqithisileyo ekuvelisweni. Banezimvo ezahlukeneyo nge-lithium carbonate!
Ngokwesibhengezo seGreater Mining Industry, inkampani, iGuocheng Holdings, iShanghai Jinyuan Sheng, kunye neJingcheng Investment ziceba ukutyala imali kwiChifeng City, e-Inner Mongolia, zityala imali kwiiprojekthi ezifana nophuhliso lwezixhobo zezimbiwa kunye nophuhliso lweshishini elitsha lamandla. I-100 yezigidi zeeyuan, ukudala ipaki yemizi-mveliso "ephantsi kwekhabhoni" kwikhonkco elipheleleyo lemizi-mveliso yebhetri ye-lithium. Ipaki yemizi-mveliso iceba ukwakha iiprojekthi ezisibhozo, kuquka iiprojekthi zemveliso ye-lithium carbonate, ezinye iiprojekthi zetyuwa ye-lithium, iiprojekthi zophuhliso lwesitishi samandla esitsha, iiprojekthi zemveliso yezinto eziphathekayo zebhetri, iitoni ezili-100,000 zeprojekthi edibeneyo yezinto ezingezizo zegrafiti, iprojekthi yokuvelisa iibhetri ze-lithium ze-10GWH, iiprojekthi zotyalo-mali lwePack Pack Pack kunye nezikhululo zamandla zokugcina amandla zikawonke-wonke, kunye nezikhululo zotyalo-mali kunye nezokutshintsha.
Nangona kunjalo, iintatheli ziqhagamshelane neenkampani ezininzi ze-lithium. Iinkampani ngokubanzi zikholelwa ukuba ixabiso le-lithium carbonate ekumgangatho webhetri lisekwinqanaba eliphezulu. I-Ganfeng Lithium nayo ithe ngoDisemba 21 ukuba ixabiso le-lithium carbonate lisasebenza phezulu okwangoku, kwaye inkampani ikholelwa ukuba olu tshintsho luqhelekile.
“Sigweba ukuba inqanaba lokunyuka kwamaxabiso angoku alikafiki. Nangona ixabiso le-lithium carbonate litshintsha kancinci, impembelelo kwinkampani ayinkulu.” I-Fu Neng Technology ithe ixabiso le-lithium lithium carbonate limalunga ne-300,000 yuan/ton. Okwangoku ixabiso lisemalunga ne-500,000 yuan/ton, kwaye lisekwinqanaba eliphezulu, kunye nempembelelo encinci yokwehla okuncinci.
Iza kufika nini inguqu? Ndiza kuya phi emva kokulandela?
Ngapha koko, ukongeza kwimpembelelo yodumo lwemarike, inkxaso ebiza kakhulu ye-lithium carbonate yindleko yokubonelela kunye nemfuno kunye ne-lithium ore, kwaye ukusombulula ukungalingani kokubonelela kunye nemfuno yimbangela yokunciphisa amaxabiso aphezulu ezixhobo ze-lithium. Nangona kunjalo, ngokwesantya semveliso yangoku, ukunikezelwa kwe-lithium ngo-2023 kuya kunyuka nge-22%, nto leyo eya kunciphisa ingxaki yokunqongophala kwe-lithium ukuya kwinqanaba elithile.
Ngokuphathelele indlela amaxabiso e-lithium carbonate ahamba ngayo, iinkampani zemixokelelwane yemizi-mveliso nazo zinike ezinye izibikezelo kunye neembono. UZhang Yu, uNobhala-Jikelele weSebe leSicelo seBhetri yamandla, uthe ngokukhululwa kancinci kancinci koyilo lomthamo, kuqikelelwa ukuba ixabiso lezinto ezinxulumene noko liza kwehla ukusuka kunyaka ozayo, kwaye liza kuba lifanelekileyo kancinci kancinci; Kulindeleke ukuba yonke imixokelelwane yemizi-mveliso ibe yintsalela kwi-lithium ore kutshanje.
Ixesha lokuthumela: Jan-06-2023