Njengempahla ebalulekile eluhlaza yeamabhethri e-lithium, izinsiza ze-lithium ziyi-"energy metal" yamasu, eyaziwa ngokuthi "amafutha amhlophe".Njengenye yezinto ezibaluleke kakhulu zikasawoti we-lithium, i-lithium carbonate isetshenziswa kabanzi emikhakheni yezimboni esezingeni eliphezulu neyendabuko efana namabhethri, ukugcinwa kwamandla, izinto zokwakha, umuthi, imboni yolwazi kanye nezimboni ze-athomu.I-Lithium carbonate iyinto ebalulekile ekwenziweni kwamabhethri e-lithium, futhi eminyakeni yamuva, njengoba izwe lethule inqubomgomo yalo yamandla ahlanzekile, i-lithium carbonate iye yaba yinto ebaluleke kakhulu, futhi ukukhiqizwa kwe-lithium carbonate eChina kuyanda.Ngenxa yokusekelwa kazwelonke kwamandla amasha, isidingo semakethe yasekhaya yaseChina ye-lithium carbonate senyuka, ukungeniswa kwamanye amazwe kwanda, isidingo semakethe yasekhaya ye-lithium carbonate sikhulu, kodwa ukukhiqizwa kuncane, okuholela ekuhlinzekeni akubangelwa ukufunwa, okubangela i-lithium yasekhaya. izintengo zemakethe ye-carbonate ziyakhuphuka.Ukwenyuka ngokushesha kwentengo ye-lithium carbonate kusathinteka kakhulu ukungqubuzana phakathi kokunikezwa kanye nesidingo.
Isidingo samanje semakethe yemboni ye-lithium carbonate e-China sikhulu, ukukhiqizwa kwe-lithium carbonate yasekhaya futhi ayikwazi ukuhlangabezana nesidingo, izinsiza ze-lithium kanye nokungeniswa kwe-lithium carbonate kuthinteka ngezinga elithile, kulo mongo, intengo yemakethe ye-lithium carbonate yasekhaya yenyuka kakhulu.2021 ekuqaleni konyaka, intengo yebhethri-grade lithium carbonate cishe 70,000 yuan a ton kuphela;ekuqaleni kwalo nyaka, intengo ye-lithium carbonate ikhuphuke yafinyelela ku-300,000 yuan / ton.Ngemuva kokungena ku-2022, intengo ye-lithium carbonate yasekhaya yenyuka ngokushesha futhi ngokushesha, isuka ku-300,000 yuan / ton ngoJanuwari walo nyaka yaya ku-400,000 yuan / ton ithathe cishe izinsuku ezingama-30, futhi isuka ku-400,000 yuan / ton iye ku-500,000 yuan / ton cishe cishe ama-20. izinsuku.Kusukela ngo-Mashi 24 kulo nyaka, intengo evamile ye-lithium carbonate e-China idlule uphawu lwama-yuan angu-500,000, inani eliphakeme kakhulu lafinyelela ku-52.1 million yuan / ton.Ukwenyuka kwezintengo ze-lithium carbonate kulethe umthelela omkhulu ochungechungeni lwemboni esezansi nomfula.Esimeni sokushintshwa kwamandla, umkhakha wezamandla omusha ubulokhu umatasatasa ngomsebenzi.Izimoto zikagesi, imboni yokugcina amandla ukuqubuka ngokushesha, amandla, ibhethri yokugcina amandla ukwanda ngokushesha okuholele ekuqhumeni kwesidingo se-lithium carbonate nezinye izinto okubangelwa ukukhuphuka kwamanani, izinga lezimboni, amanani entengo ye-lithium carbonate ebangeni lebhethri asuka endaweni ephansi ngo-2020 40,000 yuan / ton. izikhathi ezingaphezu kweziyishumi, kanye wakhuphukela 500,000 yuan / ton high point.Kunzima ukuthola umkhiqizo, inkambiso ye-lithium yahlobisa igama elisha lekhodi elithi "amafutha amhlophe".
Abadlali abakhulu embonini ye-lithium carbonate bahlanganisa i-Ganfeng Lithium ne-Tianqi Lithium.Mayelana nokusebenza kwebhizinisi le-lithium carbonate, ngemuva kuka-2018, imali yebhizinisi ye-lithium ye-Tianqi Lithium kanye ne-derivatives yehla unyaka nonyaka.Ngo-2020, ibhizinisi le-lithium le-Tianqi Lithium le-lithium lithole imali engenayo engu-RMB 1.757 billion.2021, ibhizinisi le-lithium carbonate lika-Tianqi Lithium lazuza imali engu-RMB 1.487 billion engxenyeni yokuqala yonyaka.I-Tianqi Lithium: I-Lithium Carbonate Business Development Plan Ngemva kochungechunge lwezinkinga zezinkampani, inkampani iye yathinteka mayelana nokuthuthukiswa kwebhizinisi, isikali semali engenayo kanye nenzuzo.Ngomkhakha wezimoto ezintsha ezishisayo e-China, kunesidingo esinamandla samabhethri kagesi, esinciphisa kakhulu isikhathi sokutakula sebhizinisi.Njengamanje, ifomula ihlela ibhizinisi lenkampani esikhathini esifushane nesimaphakathi.Umgomo wesikhathi esifushane ikakhulukazi ukukhuthaza ukuthunyelwa ngempumelelo kwephrojekthi ye-Suining Anju lithium carbonate enamandla okukhiqiza minyaka yonke amathani angama-20,000, kuyilapho umgomo wesikhathi esimaphakathi uwukuthuthukisa umthamo wayo womkhiqizo wamakhemikhali we-lithium kanye nomthamo wokugxilisa we-lithium.
Ukuthuthuka okusheshayo kwemboni yamandla entsha ngaphansi kwethagethi "yekhabhoni ephindwe kabili" kukhulise kakhulu isidingo sezinto zokusetshenziswa ze-lithium.Idatha ye-China Association of Automobile Manufacturers ibonisa ukuthi ngo-2021, ukuthengiswa kwaminyaka yonke kwezimoto ezintsha zamandla angu-3.251 million amayunithi, ukungena emakethe kufinyelele ku-13.4%, okuwukunyuka izikhathi ezingu-1.6.Ibhethri yamandla efakwe umthamo ikhukhumezekile ngokuthandwa kwezimoto ezintsha zamandla, kulandela ukuthi ibhethri ye-lithium yocingo isibe yimakethe enkulu kunazo zonke embonini yebhethri ye-lithium.Esikhathini esizayo, njengoba i-lithium imithombo ukuhlola kanye nentuthuko imizamo ukwandisa, lithium carbonate embonini umthamo wokukhiqiza uzokhula kancane kancane, umthamo ukusetshenziswa izinga uyophinde kancane kancane ngcono, kuyilapho ucwaningo nokuthuthukiswa lithium ubuchwepheshe China uzoqhubeka ukuqinisa, China lithium carbonate embonini ukushoda supply. kancane kancane izoncipha.
Isikhathi sokuthumela: Sep-06-2022