Kugwa 10,000 yuan patsiku!Mitengo ya Lithium carbonate yatsika kwambiri!
Posachedwapa, mitengo ya lithiamu carbonate ya batri -level yatsika kwambiri.Pa Disembala 26, zida za batri ya lithiamu zidakwera mtengo wa mabatire a lithiamu adatsika kwambiri.Mtengo wapakati wa batri -grade lithiamu carbonate unagwa kuchokera ku 549,000 yuan / tani sabata yatha mpaka 531,000 yuan / tani, ndipo mtengo wapakati wa mafakitale -grade lithiamu carbonate unagwa kuchokera ku 518,000 yuan / tani sabata yatha kufika ku 499,000 yuan / tani.
Zikumveka kuti kuyambira kumapeto kwa November, mtengo wa batire ya lithiamu wayamba kuchepa, ndipo pafupifupi mawu a batri -grade lithiamu carbonate ndi mafakitale -grade lithiamu carbonate wagwa kwa masiku oposa 20!
Chinachitika ndi chiyani?Kodi msika wotentha wa lithiamu carbonate udzatha mpaka kalekale?Kodi kutsikako kudzatha mpaka liti?
Malingana ndi deta ya club club, kuyambira kumayambiriro kwa November, mtengo wa lithiamu carbonate wawonetsa kutsika kwakukulu, komwe kunatsika kuchokera ku 580,000 yuan / ton kufika ku 510,000 yuan / toni.Nthawi ina idagwera ku 510,000 yuan / tani, ndipo panali chizolowezi chopitiliza kufufuza.
Mtengo woletsedwa!Siyani thandizo!Mtengo unagwera mu lingaliro losayembekezereka?
Ndiyenera kuusa moyo kuti msika uwu ndi masiku awiri a ayezi ndi moto.Mtengo wa mwezi wapitawo udakali pachimake cha 600,000 yuan / ton, koma tsopano ndizochitika izi.
Ndondomeko: kuletsa kukweza mitengo.Pa November 18th, Ofesi Yaikulu ya Unduna wa Zamakampani ndi Ukadaulo Wachidziwitso komanso Ofesi Yaikulu ya State Administration of Market Supervision and Administration idapereka "Chidziwitso Chopanga Chitukuko Chokhazikika cha Lithium -ion Battery Industry Chain Supply Chain" (pambuyo pake pano. wotchedwa "Zindikirani") ananena kuti m'madipatimenti Market kuyang'anira ayenera kulimbikitsa kuyang'anira, mosamalitsa kufufuza ndi kulanga kumtunda ndi kunsi kwa mtsinje wa makampani batire lifiyamu kusonkhanitsa zachilendo, mitengo anakweza, ndi mpikisano zosayenera kusunga dongosolo msika.
Makampani: Imitsa subsidy.Kwa makampani opanga mphamvu zatsopano, chaka chino ndi chaka chomaliza cha thandizo la boma kwa magalimoto atsopano amagetsi, ndipo mwayi wowonjezeranso ndi wochepa.Mliri wobwerezabwereza chaka chino umakhudzanso kuchuluka kwa ogula pamlingo wina, ndipo mndandanda wa tram umathandizidwa ndi boma.Pang'onopang'ono.
Kodi inflection point?Mabizinesi akukulitsabe kupanga kopenga!
Kuchokera pamalingaliro awa, zikuwoneka kuti msika wa lithiamu carbonate wafika, koma Guanghua Jun adapeza kuti makampani ambiri akadali openga kupanga.Ali ndi malingaliro osiyanasiyana pa lithiamu carbonate!
Malinga ndi Greater Mining Industry Announcement, kampaniyo, Guocheng Holdings, Shanghai Jinyuan Sheng, ndi Jingcheng Investment ikufuna kuyika ndalama ku Chifeng City, Inner Mongolia, kuyika ndalama zama projekiti monga chitukuko cha mineral resources ndi chitukuko cha mafakitale atsopano.100 miliyoni yuan, kupanga "low-carbon" mafakitale paki mu unyolo zonse mafakitale wa lithiamu batire.Paki mafakitale akufuna kumanga ntchito zisanu ndi zitatu, kuphatikizapo lifiyamu carbonate ntchito kupanga, mapulojekiti ena lifiyamu mchere, mphamvu latsopano mphamvu siteshoni chitukuko ntchito, batire zabwino zinthu kupanga ntchito, matani 100,000 wa yokumba graphite zoipa zipangizo Integrated polojekiti, 10GWH lifiyamu batire kupanga polojekiti, batire Mapulojekiti a Pack Pack Investment okhala ndi malo opangira magetsi a anthu onse, komanso malo opangira ndalama ndikusintha.
Komabe, atolankhani alumikizana ndi makampani angapo a lithiamu.Makampani ambiri amakhulupirira kuti mtengo wa batire -grade lithiamu carbonate akadali pa mlingo wapamwamba.Ganfeng Lithium adanenanso pa December 21 kuti mtengo wa lithiamu carbonate ukugwirabe ntchito pakali pano, ndipo kampaniyo imakhulupirira kuti kusinthasintha kumeneku ndi kwachilendo.
"Timaweruza kuti mtengo wamtengo wapatali womwe ulipo sunafike.Ngakhale mtengo wa lithiamu carbonate umasinthasintha pang'ono, zotsatira zake pakampani sizili zazikulu.Fu Neng Technology inanena kuti mtengo wa lithiamu lithiamu carbonate unali pafupifupi 300,000 yuan/ton.Pakalipano Mtengowu udakali pafupi ndi 500,000 yuan / tani, ndipo udakali pamtunda wapamwamba, ndi zotsatira zochepa za kuchepa pang'ono.
Kodi kusintha kudzafika liti?Ndipita kuti ndikatsatira?
Ndipotu, kuwonjezera pa chikoka cha hype msika, mkulu -mtengo thandizo kwa lithiamu carbonate ndi mtengo wa kotunga ndi kufunika ndi lithiamu ore, ndi kuthetsa mismatch wa kotunga ndi kufunika ndi muzu kuchepetsa mtengo wa zinthu lifiyamu.Komabe, malinga ndi liwiro lamakono la kupanga, kupezeka kwa lithiamu mu 2023 kudzawonjezeka ndi 22%, zomwe zidzachepetse vuto la kuchepa kwa lithiamu pamlingo wina.
Pamayendedwe amitengo ya lithiamu carbonate, makampani opanga mafakitale aperekanso maulosi ndi malingaliro.Zhang Yu, Mlembi Wamkulu wa Mphamvu ya Battery Application Nthambi, adanena kuti ndi kumasulidwa kwapang'onopang'ono kwa masanjidwe a mphamvu, akuti mtengo wa zipangizo zogwirizana udzatsika kuyambira chaka chamawa, ndipo pang'onopang'ono udzakhala wololera;Zikuyembekezeka kuti tcheni chonse cha mafakitale chikhala chochulukirapo kuchokera ku miyala ya lithiamu posachedwa.
Nthawi yotumiza: Jan-06-2023