M'chaka cha 2022 chapitacho, msika wamankhwala apanyumba wawonetsa kuchepa kwakukulu.Malinga ndi ziwerengero zamakalabu abizinesi, 64% mwazinthu 106 zomwe zidayang'aniridwa mu 2022, 64% yazogulitsa zidatsika, 36% yazogulitsa zidakwera.Msika wazinthu zamagetsi ukuwonetsa kukwera kwamagulu atsopano amphamvu, kuchepa kwazinthu zama mankhwala azikhalidwe, kukhazikika kwazinthu zopangira.Pamndandanda wa "Review of the 2022 Chemical Market" yomwe idakhazikitsidwa m'magazini ino, idzasankhidwa zomwe zikukwera ndi kutsika kuti ziwunikidwe.
2022 mosakayikira ndi nthawi yayikulu pamsika wamchere wa lithiamu.Lithium hydroxide, lithiamu carbonate, lithiamu iron phosphate, ndi phosphate ore adakhala pamipando 4 yapamwamba pamndandanda wowonjezera wazinthu zamankhwala, motsatana.Makamaka, msika wa lithiamu hydroxide, nyimbo yayikulu yokwera kwambiri komanso yokwera m'mbali mwa chaka chonse, pamapeto pake idakwera pamndandanda wa 155.38% pachaka.
Mizere iwiri yamphamvu yokoka kukwera ndi luso lapamwamba
Msika wa lithiamu hydroxide mu 2022 ukhoza kugawidwa m'magawo atatu.Kumayambiriro kwa 2022, msika wa lithiamu hydroxide unatsegula msika pamtengo wapakati wa 216,700 yuan (mtengo wa tani, womwewo pansipa).Pambuyo pa kukwera kwamphamvu m'gawo loyamba, idakhalabe pamtunda wachiwiri ndi wachitatu.Mtengo wapakati wa yuan 10,000 udatha, ndipo chaka chinakwera ndi 155.38%.
M'gawo loyamba la 2022, kuwonjezeka kotala kwa msika wa lithiamu hydroxide kunafika 110,77%, yomwe mu February idakwera mpaka chaka chachikulu, kufika 52,73%.Malingana ndi ziwerengero zamagulu amalonda, panthawiyi, imathandizidwa ndi ore kumtunda, ndipo mtengo wa lithiamu lithiamu carbonate wapitiriza kuthandizira lithiamu hydroxide.Pa nthawi yomweyi, chifukwa cha zipangizo zolimba, mlingo wa lifiyamu hydroxide unagwera pafupifupi 60%, ndipo malo operekera anali olimba.Kufunika kwa lithiamu hydroxide m'munsi mwa opangira mabatire a nickel ternary kwawonjezeka, ndipo kusagwirizana kwa chakudya ndi kufunikira kwalimbikitsa kukwera kwakukulu kwa mtengo wa lithiamu hydroxide.
M'gawo lachiwiri ndi lachitatu la 2022, msika wa lithiamu hydroxide udawonetsa kusakhazikika kwambiri, ndipo mtengo wapakati udakwera pang'ono ndi 0,63% mumayendedwe awa.Kuyambira Epulo mpaka Meyi 2022, lithiamu carbonate idafooka.Zina mwazinthu zatsopano za opanga lithiamu hydroxide zomwe zatulutsidwa, kuchuluka kwazinthu zonse, kufunikira kwa zogula zapakhomo kunsi kwa mtsinje kwatsika, ndipo msika wa lithiamu hydroxide udawonekera kwambiri.Kuyambira mu June 2022, mtengo wa lithiamu carbonate udakwezedwa pang'ono kuti uthandizire msika wa lithiamu hydroxide, pomwe chidwi chofufuza zapansi pamadzi chidakwera pang'ono.Idafika pa 481,700 yuan.
Kulowa gawo lachinayi la 2022, msika wa lithiamu hydroxide udawukanso, ndikuwonjezeka kotala ndi 14.88%.M'nyengo yapamwamba kwambiri, kupanga ndi kugulitsa magalimoto atsopano amphamvu mu terminal kwawonjezeka kwambiri, ndipo msika ndi wovuta kupeza.The superimposed latsopano mphamvu sabuside mfundo ikuyandikira kumapeto kwa mapeto, ndi ena galimoto makampani kukonzekera pasadakhale kuyendetsa lifiyamu hydroxide msika kwa kufunika amphamvu mabatire mphamvu.Nthawi yomweyo, zomwe zakhudzidwa ndi mliri wapakhomo, malo ogulitsa pamsika ndi olimba, ndipo msika wa lithiamu hydroxide udzaukanso.Pambuyo pa November 2022, mtengo wa lithiamu carbonate unatsika, ndipo msika wa lithiamu hydroxide unagwa pang'ono, ndipo mtengo womaliza unatsekedwa pa 553,300 yuan.
Kupereka kwa zopangira zopangira kumtunda ndikokwanira
Kuyang'ana m'mbuyo ku 2022, osati msika wa lithiamu hydroxide wokha unakwera ngati utawaleza, koma mankhwala ena amchere a lithiamu adachita bwino kwambiri.Lithium carbonate ananyamuka 89,47%, lifiyamu chitsulo mankwala kuchuluka pachaka kuwonjezeka 58.1%, ndi kuwonjezeka pachaka kumtunda phosphorous ore wa lithiamu chitsulo mankwala anafikanso 53,94%.Essence Makampaniwa akukhulupirira kuti chifukwa chachikulu cha kukwera kwa mchere wa lithiamu mu 2022 ndikuti mtengo wazinthu za lithiamu ukupitilira kukwera, zomwe zapangitsa kuti kuchuluke kosalekeza kwa kusowa kwa mchere wa lithiamu, potero kukankhira mtengo wa mchere wa lithiamu.
Malinga ndi ochita malonda atsopano a batire ku Liaoning, lithiamu hydroxide imagawidwa m'njira ziwiri zopangira lithiamu hydroxide ndi nyanja yamchere yokonzekera lithiamu hydroxide ndi nyanja yamchere.Lifiyamu hydroxide pambuyo mafakitale -kalasi lifiyamu carbonate.Mu 2022, mabizinesi omwe amagwiritsa ntchito lithiamu hydroxide pogwiritsa ntchito pylori anali ndi mchere wambiri.Kumbali imodzi, mphamvu yopanga lithiamu hydroxide imakhala yochepa chifukwa cha kusowa kwa lithiamu.Kumbali inayi, pakali pano pali opanga ochepa a lithiamu hydroxide omwe amatsimikiziridwa ndi faucet ya batri yapadziko lonse, kotero kuti kupezeka kwa lithiamu hydroxide yapamwamba kumakhala kochepa.
Katswiri wofufuza zachitetezo cha Ping Chen Xiao adawonetsa mu lipoti la kafukufukuyu kuti vuto la zida zopangira ndi chinthu chofunikira kwambiri chosokonekera pamakina a batire ya lithiamu.Pakuti mchere nyanja brine lifiyamu kukweza njira, chifukwa kuzirala kwa nyengo, evaporation wa nyanja mchere amachepetsa, ndi kotunga ali ndi kusowa kotunga, makamaka kotala loyamba ndi lachinayi.Chifukwa chosowa gwero makhalidwe a lithiamu chitsulo mankwala, chifukwa chosowa gwero makhalidwe, malo kotunga anali wosakwanira ndi kulimbikitsa mkulu mlingo wa ntchito, ndi kuwonjezeka pachaka kufika 53,94%.
Kufuna mphamvu kwatsopano kwakwera
Monga zopangira zopangira mabatire apamwamba -nickel ternary lithium -ion, kukula kwamphamvu kwa kufunikira kwa mafakitale amagetsi atsopano otsika kwapereka chilimbikitso kuposa kukwera kwa mitengo ya lithiamu hydroxide.
Ping An Securities adanenanso kuti msika watsopano wamagetsi ukupitilizabe kukhala wamphamvu mu 2022, ndipo magwiridwe ake akadali owoneka bwino.Kupanga kwamafakitale akutsika kwa batire mu lithiamu hydroxide kumagwira ntchito, ndipo kufunikira kwa mabatire apamwamba a nickel ternary ndi iron lithiamu kukupitilizabe.Malinga ndi zomwe zachitika posachedwa ku China Automobile Association, kuyambira Januware mpaka Novembala 2022, kupanga ndi kugulitsa magalimoto atsopano anali 6.253 miliyoni ndi 60.67 miliyoni, motsatana, kuwonjezeka kwa chaka ndi chaka, ndipo gawo la msika lidafika 25%. .
Pankhani ya kusowa kwazinthu komanso kufunikira kwakukulu, mtengo wa mchere wa lithiamu monga lithiamu hydroxide wakwera kwambiri, ndipo unyolo wamakampani amagetsi a lithiamu wagwera mu "nkhawa".Onse ogulitsa magetsi a batri, opanga ndi opanga magalimoto atsopano akuwonjezera kugula kwawo kwa mchere wa lithiamu.Mu 2022, opanga ma batri angapo adasaina mapangano ogulitsa ndi ogulitsa lithium hydroxide.Kampani yocheperapo ya Avchem Group inasaina pangano logulitsira batire ya lithiamu hydroxide ndi Axix.Yasainanso mapangano ndi kampani ya Tianhua Super Clean ya Tianyi Lithium ndi Sichuan Tianhua pazogulitsa za lithiamu hydroxide za batri.
Kuphatikiza pamakampani a batri, makampani amagalimoto akupikisananso mwachangu ndi zida za lithiamu hydroxide.Mu 2022, akuti Mercedes-Benz, BMW, General Motors ndi makampani ena magalimoto anasaina mapangano kotunga kwa batire kalasi lithiamu hydroxide, ndipo Tesla ananenanso kuti kumanga batire kalasi lithiamu hydroxide mankhwala chomera, mwachindunji kulowa m'munda wa kupanga mankhwala a lithiamu.
Pa lonse, chiyembekezero chochulukirachulukira wa makampani mphamvu galimoto latsopano wabweretsa kufunika msika lalikulu lifiyamu hydroxide, ndi kusowa kwa kumtunda chuma lifiyamu kwachititsa kuti mphamvu zochepa kupanga lifiyamu hydroxide, kukankhira mtengo wake msika kwa mlingo wapamwamba.
Nthawi yotumiza: Feb-02-2023