Ka 2022 e fetileng, 'maraka oa lihlahisoa tsa lehae oa lik'hemik'hale o bontšitse ho theoha ho utloahalang ka kakaretso.Ho ea ka lipalo-palo tse tsoang mekhatlong ea khoebo, 64% ea lihlahisoa tsa lik'hemik'hale tse 106 tsa mantlha tse hlokometsoeng ka 2022, 64% ea lihlahisoa e ile ea oa, 36% ea lihlahisoa e ile ea phahama.Mmaraka oa lihlahisoa tsa lik'hemik'hale o bonts'itse ho phahama ha mekhahlelo e mecha ea matla, ho theoha ha lihlahisoa tsa setso tsa lik'hemik'hale, ho tsitsisa thepa ea motheo e tala Mohlala.Letotong la "Tlhahlobo ea 'Maraka oa Lik'hemik'hale oa 2022" o phatlalalitsoeng khatisong ena, ho tla khethoa lihlahisoa tse holimo le tse theohang bakeng sa tlhahlobo.
2022 ha ho pelaelo hore ke nako e phahameng 'marakeng oa letsoai oa lithium.Lithium hydroxide, lithium carbonate, lithium iron phosphate, le phosphate ore li nkile litulo tse 4 tse holimo lenaneng la keketseho ea lihlahisoa tsa lik'hemik'hale, ka ho latellana.Haholo-holo, 'maraka oa lithium hydroxide, pina e ka sehloohong ea ho phahama ka matla le ho phahama ka mahlakoreng ho pholletsa le selemo, qetellong e ile ea e-ba lethathamo la keketseho ea selemo le selemo ea 155.38%.
Mekhahlelo e 'meli ea matla a holimo a phahama le a macha a holimo
Mokhoa oa 'maraka oa lithium hydroxide ka 2022 o ka aroloa ka mekhahlelo e meraro.Mathoasong a 2022, 'maraka oa lithium hydroxide o ile oa bula' maraka ka theko e tloaelehileng ea li-yuan tse 216,700 (theko ea lithane, e tšoanang ka tlase).Ka mor'a ho phahama ka matla karolong ea pele, e ile ea boloka boemo bo phahameng karolong ea bobeli le ea boraro.Ka karolelano theko ea li-yuan tse 10,000 e felile, 'me selemo se eketsehile ka 155.38%.
Karolong ea pele ea 2022, keketseho ea kotara ea 'maraka oa lithium hydroxide e fihlile ho 110.77%, eo ka February e ileng ea eketseha ho ea ho selemo se seholo ka ho fetisisa, ho fihla ho 52,73%.Ho ea ka lipalo-palo tse tsoang mekhatlong ea khoebo, sethaleng sena, e tšehetsoa ke ore e holimo, 'me theko ea lithium lithium carbonate e tsoetse pele ho tšehetsa lithium hydroxide.Ka nako e ts'oanang, ka lebaka la lisebelisoa tse tala tse thata, tekanyo ea kakaretso ea ts'ebetso ea lithium hydroxide e ile ea theohela hoo e ka bang 60%, 'me sebaka sa phepelo se ne se le thata.Tlhokahalo ea lithium hydroxide ho bahlahisi ba betri ea ternary e tlase ea nickel e eketsehile, 'me ho se lumellane ha phepelo le tlhokahalo ho khothalelitse ho phahama ho matla ha theko ea lithium hydroxide.
Karolong ea bobeli le ea boraro ea 2022, 'maraka oa lithium hydroxide o bonts'itse boemo bo phahameng bo sa tsitsang,' me theko e tloaelehileng e nyolohile hanyane ka 0.63% potolohong ena.Ho tloha ka Mmesa ho isa Mots'eanong oa 2022, lithium carbonate e ile ea fokola.Tse ling tsa matla a macha a baetsi ba lithium hydroxide tse lokollotsoeng, keketseho ea phepelo ka kakaretso, tlhoko ea theko ea thepa ea lehae e theohile, mme mmaraka oa lithium hydroxide o ile oa bonahala o le holimo.Ho qala ka Phuptjane 2022, theko ea lithium carbonate e ile ea phahamisoa hanyane ho ts'ehetsa maemo a mmaraka a lithium hydroxide, ha cheseho ea lipatlisiso tse tlase e ntlafalitsoe hanyane.E fihlile ho li-yuan tse 481,700.
Ho kena karolong ea bone ea 2022, 'maraka oa lithium hydroxide o ile oa phahama hape, ka keketseho ea kotara ea 14.88%.Sebakeng sa tlhōrō ea nako, tlhahiso le thekiso ea likoloi tse ncha tsa matla li eketsehile haholo, 'me ho thata ho fumana mmaraka.Leano le lecha la thuso ea matla a macha le ntse le atamela qetellong ea bofelo, 'me lik'hamphani tse ling tsa likoloi li tla itokisetsa esale pele ho khanna' maraka oa lithium hydroxide bakeng sa tlhokahalo e matla ea libeteri tsa matla.Ka nako e ts'oanang, e anngoeng ke seoa sa lehae, phepelo ea 'maraka e thata,' me maraka oa lithium hydroxide o tla tsoha hape.Ka mor'a bohareng ba November 2022, theko ea lithium carbonate e ile ea theoha, 'me maraka oa lithium hydroxide o ile oa theoha hanyenyane,' me theko ea ho qetela e koetsoe ho 553,300 yuan.
Phepelo ea thepa e tala e nyolohang ka metsing e thata
Ha re hetla morao ho 2022, ha se 'maraka oa lithium hydroxide feela o ileng oa phahama joalo ka mookoli, empa lihlahisoa tse ling tsa letsoai la lithium li ne li sebetsa ka mokhoa o khanyang.Lithium carbonate e ile ea phahama ka 89.47%, lithium iron phosphate e eketsehile keketseho ea selemo le selemo ea 58.1%, 'me keketseho ea selemo le selemo ea ore ea phosphorus ea lithium iron phosphate le eona e fihlile ho 53,94%.Essence Indasteri e lumela hore lebaka le ka sehloohong la ho phahama ha letsoai la lithium ka 2022 ke hore litšenyehelo tsa lisebelisoa tsa lithium li ntse li eketseha, e leng se entseng hore ho be le keketseho e tsoelang pele ea khaello ea phepelo ea letsoai la lithium, kahoo e sutumelletsa theko ea letsoai la lithium.
Ho ea ka basebetsi ba bacha ba ho bapatsa ka betri ea matla Liaoning, lithium hydroxide e arotsoe haholo ka litsela tse peli tsa tlhahiso ea lithium hydroxide le letša la letsoai le lokisetsang lithium hydroxide le letša la letsoai.Lithium hydroxide ka mor'a indasteri-grade lithium carbonate.Ka 2022, likhoebo tse sebelisang lithium hydroxide tse sebelisang pylori li ne li le tlas'a lisebelisoa tse thata tsa liminerale.Ka lehlakoreng le leng, matla a tlhahiso ea lithium hydroxide a lekanyelitsoe tlas'a khaello ea lisebelisoa tsa lithium.Ka lehlakoreng le leng, hona joale ho na le bahlahisi ba seng bakae ba lithium hydroxide ba tiisitsoeng ke faucet ea machaba ea betri, kahoo phepelo ea lithium hydroxide e phahameng e fokotsehile haholoanyane.
Ping An Securities mohlahlobi Chen Xiao o bontšitse tlalehong ea lipatlisiso hore bothata ba lisebelisoa tse tala ke tšitiso ea bohlokoa bakeng sa ketane ea indasteri ea betri ea lithium.Bakeng sa litsela tsa ho phahamisa lithium letšeng la letsoai, ka lebaka la ho pholile ha boemo ba leholimo, mouoane oa matša a letsoai a fokotseha, 'me phepelo e na le khaello ea phepelo, haholo-holo karolong ea pele le ea bone.Ka lebaka la khaello ea lisebelisoa tsa lithium iron phosphate, ka lebaka la khaello ea lisebelisoa, phepelo ea letheba e ne e sa lekana mme e khothalelitse boemo bo phahameng ba ts'ebetso, mme keketseho ea selemo le selemo e fihlile ho 53.94%.
Tlhokahalo e ncha ea motlakase e eketsehile
E le thepa e ka sehloohong e tala bakeng sa li-betri tse phahameng tsa nickel ternary lithium -ion, kholo e matla ea tlhokahalo ea liindasteri tsa likoloi tse ncha tsa motlakase o fane ka mohloli ho feta ho phahama ha litheko tsa lithium hydroxide.
Ping An Securities e bontšitse hore mmaraka o mocha oa motlakase o ntse o tsoela pele ho ba matla ka 2022, mme ts'ebetso ea ona e ne e ntse e hlolla.Tlhahiso ea lifeme tsa betri tse tlase ho lithium hydroxide e sebetsa, mme tlhoko ea libeteri tse phahameng tsa nickel ternary le lithium ea tšepe e ntse e ntlafala.Ho ea ka lintlha tsa morao-rao tse tsoang ho China Automobile Association, ho tloha ka January ho ea ho November 2022, tlhahiso le thekiso ea likoloi tse ncha tsa matla li ne li le limilione tse 6.253 le limilione tse 60.67, ka ho latellana, keketseho ea selemo le selemo, 'me karolo ea' maraka e fihlile ho 25%. .
Boemong ba khaello ea lisebelisoa le tlhokahalo e matla, theko ea letsoai la lithium e kang lithium hydroxide e eketsehile, 'me ketane ea indasteri ea motlakase ea lithium e oetse "matšoenyehong".Ka bobeli bafani ba thepa ea betri ea matla, bahlahisi le bahlahisi ba likoloi tse ncha ba ntse ba eketsa theko ea bona ea letsoai la lithium.Ka 2022, bahlahisi ba 'maloa ba lisebelisoa tsa betri ba ile ba saena likonteraka tsa phepelo le barekisi ba lithium hydroxide.K'hamphani e sebetsanang le eona ka botlalo ea Avchem Group e saenetse konteraka ea phepelo ea lithium hydroxide ea boemo ba betri le Axix.E boetse e saenetse likonteraka le Tianyi Lithium e ka tlase ea Tianhua Super Clean le Sichuan Tianhua bakeng sa lihlahisoa tsa lithium hydroxide tsa betri.
Ntle le lik'hamphani tsa betri, lik'hamphani tsa likoloi le tsona li qothisana lehlokoa le lisebelisoa tsa lithium hydroxide.Ka 2022, ho tlalehoa hore Mercedes-Benz, BMW, General Motors le lik'hamphani tse ling tsa likoloi li saenetse litumellano tsa phepelo ea betri ea lithium hydroxide, mme Tesla o ile a boela a re e tla haha semela sa lik'hemik'hale sa lithium hydroxide lik'hemik'hale, se kenang ka ho toba tšimong. tlhahiso ea lik'hemik'hale tsa lithium.
Ka kakaretso, tebello e ntseng e eketseha ea nts'etsopele ea indasteri e ncha ea likoloi e tlisitse tlhokahalo e kholo ea 'maraka bakeng sa lithium hydroxide,' me khaello ea lisebelisoa tsa lithium tse holimo li lebisitse ho matla a fokolang a tlhahiso ea lithium hydroxide, ho sutumelletsa theko ea 'maraka ho ea holimo.
Nako ea poso: Feb-02-2023