Wea li-yuan tse 10,000 ka letsatsi!Litheko tsa lithium carbonate li theohile haholo!
Haufinyane tjena, litheko tsa lithium carbonate tsa betri -level li theohile haholo.Ka la 26 Tšitoe, lisebelisoa tsa betri tsa lithium li ile tsa theola theko ea libeteri tsa lithium haholo.Ka karolelano theko ea betri -grade lithium carbonate e ile ea theoha ho tloha ho 549,000 yuan / tonne bekeng e fetileng ho ea ho 531,000 yuan / tonne, 'me theko e tloaelehileng ea indasteri-grade lithium carbonate e theohile ho tloha ho 518,000 yuan / tonne bekeng e fetileng ho ea ho 499,000 yuan / ton.
Hoa utloisisoa hore ho tloha bofelong ba November, theko ea betri ea lithium e qalile ho theoha, 'me karolelano ea quotation ea betri -grade lithium carbonate le indasteri -grade lithium carbonate e oele ka matsatsi a fetang 20!
Ho etsahetse eng?Na 'maraka o chesang oa lithium carbonate o tla fela ka ho sa feleng?Ho theoha ho tla nka nako e kae?
Ho ea ka lintlha tsa lihlopha tsa khoebo, ho tloha qalong ea November, theko ea lithium carbonate e bontšitse mokhoa o moholo oa ho theoha, o kileng oa theoha ho tloha ho 580,000 yuan / ton ho ea ho 510,000 yuan / ton.E kile ea oela ho 510,000 yuan / ton, 'me ho ne ho e-na le tšekamelo ea ho tsoela pele ho hlahloba.
Theko e hanetsoeng!Emisa lithuso!Theko e ile ea oela qetong e sa lebelloang?
Ke tlameha ho feheloa hore 'maraka ona ke matsatsi a mabeli a leqhoa le mollo.Theko ea khoeli e fetileng e ne e ntse e le tlhōrōng ea 600,000 yuan / ton, empa joale ke ketsahalo ena.
Melao: thibela ho phahamisa litheko.Ka la 18 Pulungoana, Ofisi e Akaretsang ea Lekala la Indasteri le Theknoloji ea Tlhahisoleseding le Ofisi e Akaretsang ea Tsamaiso ea Naha ea Tsamaiso le Tsamaiso ea 'Maraka e ile ea fana ka "Tsebiso mabapi le ho Etsa Nts'etsopele e Betere e Ts'ireletseng ea Lithium -ion Battery Industry Chain Supply Chain" (kamora mona. e bitsoang "Tsebiso") e bontšitse hore mafapha a tlhokomelo ea 'Maraka a lokela ho matlafatsa tsamaiso, ho batlisisa ka tieo le ho otla karolo e ka holimo le e tlaase ea indasteri ea betri ea lithium ho bokella litheko tse makatsang, tse phahamisitsoeng, le tlhōlisano e sa lokelang ho boloka taelo ea' maraka.
Indasteri: Emisa lithuso.Bakeng sa indasteri e ncha ea eneji, selemong sena hape ke selemo sa ho qetela sa thuso ea mmuso bakeng sa makoloi a macha a motlakase, 'me monyetla oa ho atolosoa hape o batla o fokola.Seoa se pheta-phetoang selemong sena se boetse se ama boemo ba tšebeliso ea bareki ho isa tekanyong e itseng, 'me letoto la tram le tšehetsoa ke' muso.Butle.
Ke ntlha ea ho inflection?Likhoebo li ntse li holisa tlhahiso ea bohlanya!
Ho latela pono ena, ho bonahala eka ntlha ea inflection ea 'maraka oa lithium carbonate e fihlile, empa Guanghua Jun e fumane hore lik'hamphani tse ngata li ntse li kenngoa ka bohlanya tlhahisong.Ba na le maikutlo a fapaneng ka lithium carbonate!
Ho ea ka Phatlalatso e Khōlō ea Indasteri ea Merafo, khamphani, Guocheng Holdings, Shanghai Jinyuan Sheng, le Jingcheng Investment e ikemiselitse ho tsetela Chifeng City, Inner Mongolia, ho tsetela mererong e kang nts'etsopele ea mehloli ea liminerale le nts'etsopele ea indasteri ea matla a macha.Li-yuan tse limilione tse 100, ho theha serapa sa liindasteri sa "low-carbon" ka har'a ketane e felletseng ea betri ea lithium.Serapa sa liindasteri se rera ho aha merero e robeli, ho kenyeletsoa merero ea tlhahiso ea lithium carbonate, merero e meng ea letsoai la lithium, merero e mecha ea ntlafatso ea seteishene sa matla a matla, merero ea tlhahiso ea lisebelisoa tse ntle tsa betri, lithane tse 100,000 tsa projeke e kopaneng ea thepa ea maiketsetso ea graphite, projeke ea tlhahiso ea betri ea 10GWH ea lithium, betri. Liprojeke tsa Pack Pack Investment tse nang le liteishene tsa motlakase tsa polokelo ea matla a sechaba, hammoho le liteishene tsa matsete le tse ncha.
Leha ho le joalo, baqolotsi ba litaba ba ikopanye le lik'hamphani tse ngata tsa lithium.Likhamphani ka kakaretso li lumela hore theko ea betri -grade lithium carbonate e ntse e le boemong bo phahameng.Ganfeng Lithium e boetse e boletse ka December 21 hore theko ea lithium carbonate e ntse e sebetsa holimo hona joale, 'me khampani e lumela hore ho fetoha hona ho tloaelehile.
"Re ahlola hore boemo ba hona joale ba theko ha bo e-so fihle.Leha theko ea lithium carbonate e fetoha hanyane, phello ea k'hamphani ha e kholo. ”Fu Neng Technology e boletse hore theko ea lithium lithium carbonate e ne e ka ba 300,000 yuan / ton.Hona joale Theko e ntse e le haufi le 500,000 yuan / ton, 'me e ntse e le boemong bo phahameng, e nang le tšusumetso e fokolang ea ho fokotseha hanyenyane.
Phetoho e tla fihla neng?Ke tla ea hokae ka mor'a ts'ebetso?
Ha e le hantle, ho phaella tšusumetsong ea hype ea 'maraka, tšehetso e phahameng ea theko ea lithium carbonate ke litšenyehelo tsa phepelo le tlhokahalo le ore ea lithium,' me ho rarolla ho se lumellane ha phepelo le tlhokahalo ke motso oa ho fokotsa theko e phahameng ea lisebelisoa tsa lithium.Leha ho le joalo, ho ea ka lebelo la hona joale la tlhahiso, phepelo ea lithium ka 2023 e tla eketseha ka 22%, e leng ho tla fokotsa bothata ba khaello ea lithium ho isa tekanyong e itseng.
Bakeng sa mokhoa oa litheko tsa lithium carbonate, lik'hamphani tsa ketane ea indasteri le tsona li fane ka likhakanyo le maikutlo a itseng.Zhang Yu, Mongoli-Kakaretso oa Lekala la Kopo ea Battery ea Matla, o boletse hore ka ho lokolloa butle-butle ha moralo oa bokhoni, ho hakanngoa hore theko ea thepa e amanang le eona e tla oa ho tloha selemong se tlang, 'me butle-butle e tla ba e utloahalang;Ho lebelletsoe hore ketane eohle ea liindasteri e tla ba chelete e ngata ho tsoa ho ore ea lithium haufinyane.
Nako ea poso: Jan-06-2023