"Kukhona i-lithium yokuhamba yonke indawo, ayikho i-lithium inch okunzima ukuyihamba".
Lesi sitshalo esidumile, nakuba sinehaba kancane, kodwa igama mayelana nezinga lokuthandwa kwemboni ye-lithium.
Ithini ingqondo yengoma enkulu?
Ngo-Okthoba, izibikezelo ezintathu zekota esikhathini sokukhululwa okukhulu, zonke izinhlobo zezimali kanye nokuvula igagasi lokudluliswa kwesikhundla.
Kusukela ngo-Okthoba 21, i-Shanghai ne-Shenzhen inezinkampani ezisohlwini ezingaphezu kuka-360 ezidaluliwe, izinga lokusebenza elingaphezu kuka-90%.Kusuka ekusabalaliseni imboni, i-photovoltaic, izinto zebhethri ze-lithium kanye nenye ithrekhi edumile ijabule ngokufanele, ukusebenza kwamabhizinisi athile ahamba phambili kugqama kakhulu.
I-Ningde Times, isibonelo, kulindeleke ukuthi ibuyise inzuzo efinyelela ku-16.5 billion yuan kuya ku-18 billion wama-yuan kumakota amathathu okuqala, okuwukukhula ngo-112.87% kuya ku-132.22% esikhathini esifanayo ngonyaka odlule, okudlula izinga langonyaka odlule ( 15.93 billion yuan).
Ingxenye yesithathu yenzuzo yenzuzo etholakala kumama kulindeleke ukuthi ibe phakathi kwama-yuan ayizigidi eziyizinkulungwane ezingu-8.8 kanye nama-yuan ayizigidi eziyizinkulungwane ezingu-9.8, okuyizinga lokukhula lonyaka lika-169.33% -199.94%.Ngaphezu kwesamba sezingxenye ezimbili zokuqala zalo nyaka (ama-yuan ayizigidi eziyizinkulungwane ezingu-8.16), imali etholwa nsuku zonke cishe eyizigidi eziyi-100 zamayuan.
Ngokungeziwe ku-Ning Wang, i-Yiwei lithium energy ngalolo suku nayo iphuma ezindabeni ezinhle: inzuzo yokuqala yekota yesithathu kulindeleke ukuthi ibe ngama-yuan ayizigidi eziyizinkulungwane ezingama-2.437 - ama-yuan ayizigidi eziyizinkulungwane ezingama-2.659, okukhuphuke ngo-10% -20%, ikota yesithathu inzuzo eyinsalela. yama-yuan ayizigidi eziyizinkulungwane ezingu-1.082 - ama-yuan ayizigidi eziyizinkulungwane ezingu-1.298, okuwukunyuka ngo-50% -80% Imali engenayo eyingqikithi yekota yesithathu yezigidigidi ezingu-1.082-1.298 zamayuan, okuwukunyuka ngamaphesenti angu-50-80.
Ngo-Okthoba 14, imboni ye-lithium ehamba phambili ye-Ganfeng lithium ikhishwe isibikezelo sokusebenza: inzuzo enetha kulindeleke ukuthi ibe yi-14.3 billion yuan - 15.3 billion yuan, ukwanda konyaka-ngonyaka kwe-478.29% - 518.73%.Phakathi kwabo, inzuzo yekota yesithathu kulindeleke ukuthi ikhule izikhathi ezingaphezu kwezingu-5.67.
Enye imboni ehamba phambili ye-lithium, kodwa futhi nokusebenza "kweziqhumane": izingxenye ezintathu zokuqala zenzuzo yenetha kulindeleke ukuthi zibe yi-15.2 billion yuan - 16.9 billion yuan, ukwanda kwe-2768.96% - 3089.83%, ikota yesithathu inzuzo inetha kulindeleke ukuthi ibe ngu-5. ibhiliyoni yuan -6.5 billion yuan, ukwanda 1026.10% -1363.92%.
Kugcwele amehlo abomvu nokuzijabulisa okuhlangene, kufanele kushiwo ukuthi u-2022 unyaka omkhulu embonini yebhethri ye-lithium.
Eqinisweni, imakethe yesibili iye yafanekiselwa ngaphambili.Ngo-Okthoba 11, amasheya e-lithium akhuphuka ngokushesha.Ekupheleni kosuku, inkomba yebhethri ye-lithium ikhuphuke ngaphezu kwamaphesenti angu-2.Phakathi kwabo, i-lithium energy eyizigidi eziyizinkulungwane ikhuphuke ngo-6.16%, i-Ningde Times ikhuphuke ngo-5.97%, inani lemakethe libuyele ku-trillion yuan mark.
Kungani ekhuphuka?
Ngokukhula kokusebenza, i-Ningde Times ithe ngokuthuthuka okusheshayo kwemboni entsha yamandla ekhaya nakwamanye amazwe, imakethe yamabhethri kagesi nokugcinwa kwamandla iyaqhubeka nokukhula.Inkampani iyaqhubeka nokwethula izixazululo zomkhiqizo ohamba phambili futhi iqinise imizamo yokuthuthukisa imakethe, kuhambisana nokukhululwa kwamandla okukhiqiza wesakhiwo sokuqala, ukukhiqizwa kanye nenani lokuthengisa lenyuke kakhulu.
I-EVERLIGHT ibonise ukuthi, ngakolunye uhlangothi, ngenxa yokwenyuka okubukhali kwamanani entengo ezinto ezibonakalayo phezulu nomfula, ilungise ngesikhathi indlela yokubeka amanani entengo yomkhiqizo wayo, futhi inzuzo yomugqa womkhiqizo ngamunye yalungiswa kangcono;okwesibili, ibhizinisi eliyinhloko lebhizinisi lamabhethri lithuthuka kahle, futhi ngemboni entsha kanye nomugqa omusha wokukhiqiza ongena esigabeni sokukhiqiza ngobuningi, isikali sokuthunyelwa kwenkampani sikhula ngokushesha.
Ngempela, ukuhlomula ekuthuthukisweni kwemakethe okuphakeme kakhulu, uchungechunge lwezimoto zamandla amasha lungenisa isikhathi esingandile samathuba.
Ngokusho kwe-China Association of Automobile Manufacturers, ngo-2014, ukuthengiswa kwezimoto ezintsha zaseShayina bekungamayunithi angama-75,000 kuphela;ngo-2021, amayunithi angaphezu kwezigidi ezi-3.5.Kulo nyaka, iChina Association of Automobile Manufacturers (CAAM) isinyuse isibikezelo sayo sokudayiswa kwezimoto eziyizigidi eziyisi-6, yathi ingase iphinde isinyuse ngemuva kwalokho.NgoSepthemba walo nyaka, izinga lokungena kwezimoto ezintsha zaseChina ezitolo zamandla lifinyelele kumaphesenti angama-31.8, likhuphuke ngamaphesenti ayi-11 kusukela ngoSepthemba 2021.
Ngesikhathi esifanayo, izinga lokungena ezimakethe zaphesheya nalo likhula ngokushesha.Idatha ye-Customs ibonisa ukuthi ngo-Agasti walo nyaka, ukuthunyelwa kwezimoto ezintsha zaseShayina kwamanye amazwe kwafinyelela amayunithi angu-83,000 kuze kufike ku-82.3% unyaka nonyaka, okubalelwa ku-27% yenani eliphelele lezimoto ezithunyelwa ngaphandle ngesikhathi esifanayo, irekhodi eliphezulu.
Kusukela ngo-Agasti 2022, ukuthengiswa kwezimoto ezintsha zamandla eChina sekufinyelele cishe kumaphesenti angama-70 omhlaba, okube amandla anamandla angenakushalazelwa nakancane.Muva nje imibukiso yezimoto ezinhlanu ezihamba phambili emhlabeni iParis Motor Show, BYD Han, Wei brand Coffee 01, Ola Funky Cat neminye imikhiqizo emisha eqale ukuvela kuyo, isungule umoya omusha waseChina onamandla.
Akungabazeki ukuthi i-China isivele iyisizinda somoya esibalulekile esihola imboni yezimoto ezintsha zamandla emhlabeni jikelele.
Egibele isidingo sokuqhuma, izintengo zikasawoti we-lithium, izinto ezingavuthiwe eziyinhloko zamabhethri kagesi, ziqhubekile nokukhuphuka kusukela ngo-2021.
Ngo-Okthoba 14, 2022, intengo yasekhaya yebhethri ye-lithium carbonate yasekhaya yafinyelela ku-526,000 yuan / ton, yashaya irekhodi eliphakeme, uma kuqhathaniswa nama-yuan angama-278,000 / ton ekuqaleni konyaka lenyuke cishe ngamaphesenti angama-90.Uma kuqhathaniswa no-Okthoba 14, 2020, ama-yuan/ton ayizigidi ezi-4.1, akhuphuka kakhulu cishe izikhathi eziyi-12.
Up crazy hhayi kuphela lithium carbonate, October 14, 2020 yasekhaya lithium hydroxide 4.9 million yuan / ton, October 14, 2022 ifinyelele 51.75 million yuan / ton.
Ngokusho kwedatha ekhishwe yi-Shanghai Steel Association, ngo-Okthoba 18, i-lithium carbonate yezinga lebhethri ikhuphuke ngo-2,000 yuan / ton, inani lentengo eliphakathi kwe-53.75 million yuan / ton, i-lithium carbonate yezinga lezimboni yaphakama 2,500 yuan / ton, inani lentengo eliphakathi 52.3 million yuan/ton, zombili zifinyelele irekhodi eliphezulu.
Zonke izinhlobo zezinto ziyahlanganisa, imboni ye-lithium in situ indiza ndawonye, abasebenza edilini lenkampani, ngisho nezinkulu zezimboni zithi: yonke imboni yezimoto zamandla amasha, isebenzela imayini ye-lithium "umsebenzi".
Isikhathi, izinkampani zemboni ye-lithium seziphenduke izinhlobo eziphezulu zeketango lebhayoloji.
Umqondisi weZhongtai Capital u-Wang Dongwei uthe, ukukhuthaza amanani e-lithium ore akhuphuka kunezici ezimbili zesikhathi esifushane nezesikhathi eside.
Esikhathini esifushane, izizathu zesizini ziholele ekwehleni kokukhiqizwa kwe-Qinghai Salt Lake, kuhambisana nomthelela wobhubhane kwezokuthutha, izinsiza ze-lithium zihlinzeka ngokuqinile.Amabhizinisi aphansi ekupheleni konyaka ukuze athole umsebenzi, ukuqoqwa kwempahla eningi, okuqinisa ukushoda kwempahla.
Ngokuhamba kwesikhathi, amanani entengo e-lithium akhuphuka ngenxa yokungalingani phakathi kokunikezwa kanye nesidingo, iphrojekthi ye-lithium resource ithatha cishe iminyaka emihlanu ukuqedwa, kuyilapho ukufunwa phansi komfula kukhula ngokushesha, futhi amandla asheshayo e-lithium awaningi.
Akunakuphikwa ukuthi amandla amasha aseyingoma yegolide yezinga lokuqala okwamanje.
Umhlaziyi wezimboni u-Yu Shengmei uthe: kungakhathaliseki ukuthi amathemba okukhula kwesikhathi esizayo, noma ukukhula okuphezulu kwamanje, okuhlanganisa nesilinganiso somkhakha, akuqhathaniswa nanoma yimuphi omunye umkhondo.Kodwa lokhu akusho ukuthi imakethe yamandla entsha ayinayo i-cyclical, imboni ayigcwele.
Izinga lokungena kwezimoto zamandla amasha lisondela ku-30%, izimboni ezinkulu zamabhethri, izitshalo ezisingatha futhi kube ukwanda okukhulu kokukhiqizwa.Uma umkhawulo wokukhula kwemakethe yezimoto usuncishisiwe, amandla okukhiqiza amabhethri agxiliswa ukukhululwa, okungaba khona ukugcwala okungaphezulu noma uvumele imakethe iguqule ubuso ngokushesha, bese iwele phansi ngophaphe lwenkukhu.
Uzakwethu we-Keystone Capital u-Yang Shengjun uthe, ithrekhi yamandla amasha eminyakeni embalwa ezayo isesesikhathini sokukhuphuka, ekuqaleni kuka-2025 ingase ingenise imboni ephezulu.Nakuba kungase kube nzima ukuqhubeka nokugcina ukukhula okuphindeka kabili eminyakeni emibili edlule, kusesesigabeni esikhula ngokushesha sisonke.
Umhlaziyi wemboni ye-lithium iron phosphate u-Wang Juan uthe: ukuhlelwa kwamanje kwamabhizinisi ahlukahlukene we-lithium iron phosphate kuthatha isikhathi sokuthatha imakethe, kodwa ngezizathu ezihlukahlukene, iningi lentuthuko yokwakhiwa kwedivayisi libambezelekile isimo, okwamanje, umthamo wesikhashana owedlulele wesikhashana ngeke uvele, kodwa ngokukhululwa okuqhubekayo kwamandla amasha okukhiqiza, kulindeleke ngemva kweminyaka emibili ezayo, i-lithium iron phosphate ingase ibhekane nesimo somthamo oweqile.
Ngamafuphi nje, ithrekhi yomlilo nayo inophahla olucatshangelwayo, isidingo sokuqapha kakhulu, oluhlaza kakhulu futhi nolaka, ukulahlekelwa inhlonipho engcupheni.Esikhathini esidlule, kusukela ku-photovoltaic kuya etiyeni lobisi, ithrekhi ishisa kakhulu kulokho okungekuhle.
Imboni ye-lithium isenesikhathi segolide, kodwa ayikude nesikhathi sokushintsha ubusika.Abasebenzi abakwazi ukubekezelela ukudakwa ngokweqile, ingasaphathwa eyokulala phansi ukuze bawine, into kuphela ukuzijayeza umsebenzi wangaphakathi wekhwalithi, ubuchwepheshe bokudala umsebenzi, izisekelo eziqinile zezimboni, amandla aphelele aphikisana nengozi, kungenzeka ukuqhubeka zikhule kancane kancane, ekushintsheni okulandelayo ebusika.
Uma isimo singcono, kufanele sihambe kakhulu eqhweni elincanyana, kulapho zikhala khona izinsimbi ze-alamu.I-bang, ngiyazibuza ukuthi bangaki abaphuphayo abangavuka?
Isikhathi sokuthumela: Oct-25-2022