Kugwa kwa mayuan 10,000 patsiku! Mitengo ya lithiamu carbonate yatsika kwambiri!
Posachedwapa, mitengo ya lithiamu carbonate ya batri yatsika kwambiri. Pa Disembala 26, mtengo wa lithiamu carbonate womwe unali pa avareji unatsika kwambiri. Mtengo wapakati wa lithiamu carbonate womwe unali pa batri unatsika kuchoka pa 549,000 yuan/tani sabata yatha kufika pa 531,000 yuan/tani, ndipo mtengo wapakati wa lithiamu carbonate womwe unali pa batri unatsika kuchoka pa 518,000 yuan/tani sabata yatha kufika pa 499,000 yuan/tani.
Zikumveka kuti kuyambira kumapeto kwa Novembala, mtengo wa batri ya lithiamu wayamba kutsika, ndipo mtengo wapakati wa lithiamu carbonate ya batri ndi lithiamu carbonate ya mafakitale watsika kwa masiku opitilira 20!
Kodi chachitika nchiyani? Kodi msika wa lithiamu carbonate wotentha udzatha kwamuyaya? Kodi kuchepa kumeneku kudzakhalapo kwa nthawi yayitali bwanji?
Malinga ndi deta ya mabizinesi, kuyambira kumayambiriro kwa Novembala, mtengo wa lithiamu carbonate wasonyeza kutsika kwakukulu, komwe nthawi ina kunatsika kuchoka pa 580,000 yuan/tani kufika pa 510,000 yuan/tani. Nthawi ina unatsika kufika pa 510,000 yuan/tani, ndipo panali chizolowezi chopitiliza kufufuza.
Mtengo woletsedwa! Siyani thandizo la ndalama! Mtengo wake unafika podziwika kale?
Ndiyenera kunena kuti msika uwu ndi wa masiku awiri a ayezi ndi moto. Mtengo wa mwezi watha unali pamtengo wapamwamba wa yuan 600,000 pa tani, koma tsopano ndi uwu.
Ndondomeko: kuletsa kukweza mitengo. Pa Novembala 18, Ofesi Yaikulu ya Unduna wa Zamakampani ndi Ukadaulo wa Chidziwitso ndi Ofesi Yaikulu ya Boma Yoyang'anira ndi Kuyang'anira Msika idatulutsa "Chidziwitso Chokhudza Kuchita Chitukuko Chokhazikika cha Unyolo Wopereka Mabatire a Lithium -ion" (chomwe chimatchedwanso "Chidziwitso") chinanena kuti madipatimenti oyang'anira Msika ayenera kulimbikitsa kuyang'anira, kufufuza mosamala ndikulanga makampani akumtunda ndi akumunsi a mabatire a lithiamu kuti asunge mitengo yachilendo, yokwera, komanso mpikisano wosayenera kuti asunge dongosolo la msika.
Makampani: Siyani thandizo. Kwa makampani atsopano amagetsi, chaka chino ndi chaka chomaliza cha thandizo la boma la magalimoto atsopano amagetsi, ndipo kuthekera kowonjezeranso ndi kochepa. Mliri wobwerezabwereza chaka chino umakhudzanso kuchuluka kwa ogwiritsa ntchito mpaka pamlingo winawake, ndipo mndandanda wa ma tram umathandizidwa ndi boma. Pang'onopang'ono.
Kodi mfundo yaikulu ndi yakuti makampani akupitilizabe kupanga zinthu mopanda nzeru!
Malinga ndi mfundo imeneyi, zikuwoneka kuti msika wa lithiamu carbonate wafika, koma Guanghua Jun adapeza kuti makampani ambiri akadali kupanga zinthu mopanda nzeru. Ali ndi malingaliro osiyanasiyana pa lithiamu carbonate!
Malinga ndi Greater Mining Industry Announcement, kampaniyo, Guocheng Holdings, Shanghai Jinyuan Sheng, ndi Jingcheng Investment akufuna kuyika ndalama ku Chifeng City, Inner Mongolia, poika ndalama m'mapulojekiti monga chitukuko cha zinthu zamchere ndi chitukuko cha mafakitale atsopano a mphamvu. Ma yuan 100 miliyoni, kupanga malo opangira mafakitale "otsika mpweya" mu unyolo wonse wa mafakitale a lithiamu batire. Malo opangira mafakitale akukonzekera kumanga mapulojekiti asanu ndi atatu, kuphatikiza mapulojekiti opanga lithiamu carbonate, mapulojekiti ena a mchere wa lithiamu, mapulojekiti opanga magetsi atsopano, mapulojekiti opanga zinthu zabwino za batire, matani 100,000 a pulojekiti yolumikizidwa ya graphite negative materials, pulojekiti yopanga mabatire a lithiamu a 10GWH, mapulojekiti a batire Pack Pack Investment okhala ndi malo opangira magetsi osungira magetsi a anthu onse, komanso malo osungiramo ndalama ndi malo osinthira.
Komabe, atolankhani alankhulana ndi makampani angapo a lithiamu. Makampani ambiri amakhulupirira kuti mtengo wa lithiamu carbonate wa batri ukadali pamlingo wapamwamba. Ganfeng Lithium adatinso pa Disembala 21 kuti mtengo wa lithiamu carbonate ukadali wokwera pakadali pano, ndipo kampaniyo ikukhulupirira kuti kusinthasintha kumeneku ndi kwabwinobwino.
"Tikuona kuti kukwera kwa mitengo pakadali pano sikunafike. Ngakhale kuti mtengo wa lithiamu carbonate umasinthasintha pang'ono, zotsatira zake pa kampaniyo sizoyipa kwambiri." Fu Neng Technology inati mtengo wa lithiamu lithiamu carbonate unali pafupifupi 300,000 yuan/tani. Pakadali pano mtengo wake ukadali pafupifupi 500,000 yuan/tani, ndipo ukadali pamlingo wapamwamba, ndipo zotsatira zake sizikuchepa kwenikweni.
Kodi kusintha kudzafika liti? Ndipita kuti ndikamaliza kuchita izi?
Ndipotu, kuwonjezera pa mphamvu ya msika, chithandizo chamtengo wapatali cha lithiamu carbonate ndi mtengo wa kupereka ndi kufunikira ndi lithiamu ore, ndipo kuthetsa kusalingana kwa kupereka ndi kufunikira ndiye maziko ochepetsera mtengo wokwera wa zinthu za lithiamu. Komabe, malinga ndi liwiro la kupanga panopa, kupezeka kwa lithiamu mu 2023 kudzawonjezeka ndi 22%, zomwe zidzachepetsa vuto la kusowa kwa lithiamu mpaka pamlingo winawake.
Ponena za mitengo ya lithiamu carbonate yomwe ikuyenda bwino, makampani opanga ma unyolo aperekanso malingaliro ndi malingaliro ena. Zhang Yu, Mlembi Wamkulu wa Nthambi Yogwiritsira Ntchito Mabatire Amphamvu, adati chifukwa cha kutulutsidwa pang'onopang'ono kwa kapangidwe ka mphamvu, akuti mtengo wa zinthu zokhudzana ndi izi udzatsika kuyambira chaka chamawa, ndipo pang'onopang'ono udzakhala wokwanira; Akuyembekezeka kuti unyolo wonse wa mafakitale udzakhala wochuluka kuchokera ku lithiamu ore.
Nthawi yotumizira: Januwale-06-2023