Hauv xyoo 2022 dhau los, kev lag luam tshuaj lom neeg hauv tsev tau pom tias muaj kev poob qis tag nrho.Raws li kev txheeb cais los ntawm cov koom haum ua lag luam, 64% ntawm 106 cov khoom lag luam tseem ceeb tshuaj xyuas hauv 2022, 64% ntawm cov khoom poob, 36% ntawm cov khoom tau nce.Cov khoom siv tshuaj lom neeg kev lag luam pom tau nce qib tshiab zog, poob qis hauv cov khoom siv tshuaj lom neeg, stabilizing cov khoom siv raw cov qauv.Nyob rau hauv lub series "Tshawb xyuas ntawm 2022 Tshuaj Kev Lag Luam" series tau pib hauv tsab ntawv no, nws yuav raug xaiv cov khoom lag luam nce siab thiab poob rau kev tshuaj xyuas.
2022 yog undoubtedly lub sij hawm siab nyob rau hauv lub lithium ntsev ua lag luam.Lithium hydroxide, lithium carbonate, lithium hlau phosphate, thiab phosphate ore nyob rau saum 4 lub rooj zaum hauv cov npe ntawm cov khoom siv tshuaj, raws li.Hauv particular, kev lag luam lithium hydroxide, lub suab nrov ntawm qhov muaj zog nce thiab siab sab hauv lub xyoo, nws thiaj li tau sau npe ntawm 155.38% txhua xyoo nce.
Ob puag ncig ntawm lub zog rub nce thiab lub siab tshiab
Cov qauv ntawm lithium hydroxide kev lag luam hauv xyoo 2022 tuaj yeem muab faib ua peb theem.Thaum ntxov 2022, lub lag luam lithium hydroxide tau qhib lub khw ntawm tus nqi nruab nrab ntawm 216,700 yuan (tus nqi tuj, tib yam hauv qab no).Tom qab muaj zog nce nyob rau hauv thawj peb lub hlis twg, nws tau tuav ib tug siab nyob rau hauv lub thib ob thiab peb lub hlis twg.Tus nqi nruab nrab ntawm 10,000 yuan tau xaus, thiab lub xyoo nce 155.38%
Hauv thawj peb lub hlis twg ntawm xyoo 2022, kev nce peb lub hlis twg ntawm kev lag luam lithium hydroxide tau nce mus txog 110.77%, ntawm qhov uas nyob rau lub Ob Hlis tau nce mus rau xyoo loj tshaj plaws, nce mus txog 52.73%.Raws li kev txheeb cais los ntawm cov koom haum ua lag luam, nyob rau theem no, nws tau txais kev txhawb nqa los ntawm cov dej ntws ntws, thiab cov nqi ntawm lithium carbonate tau txuas ntxiv txhawb nqa lithium hydroxide.Nyob rau tib lub sijhawm, vim cov ntaub ntawv nruj nruj, tag nrho kev ua haujlwm ntawm lithium hydroxide poob mus txog 60%, thiab cov khoom ntim tau nruj.Qhov kev thov rau lithium hydroxide nyob rau hauv downstream high-nickel ternary roj teeb manufacturers tau nce, thiab qhov tsis sib haum ntawm cov khoom siv thiab kev thov tau txhawb nqa qhov muaj zog ntawm tus nqi ntawm lithium hydroxide.
Hauv lub quarter thib ob thiab peb lub hlis twg ntawm 2022, kev lag luam lithium hydroxide tau pom muaj qhov hloov pauv tsis zoo, thiab tus nqi nruab nrab tau nce me ntsis los ntawm 0.63% hauv lub voj voog no.Txij lub Plaub Hlis Ntuj txog Lub Tsib Hlis 2022, lithium carbonate tau qaug zog.Qee lub peev xwm tshiab ntawm qee cov tuam txhab lithium hydroxide tso tawm, tag nrho cov khoom lag luam nce ntxiv, qhov kev thov rau cov khoom siv hauv tsev tau qeeb qeeb, thiab kev lag luam lithium hydroxide tau tshwm sim siab.Pib txij thaum Lub Rau Hli 2022, tus nqi ntawm lithium carbonate tau nce me ntsis los txhawb kev lag luam ntawm lithium hydroxide, thaum qhov kev txaus siab ntawm cov lus nug hauv qab tau txhim kho me ntsis.Nws mus txog 481,700 yuan.
Nkag mus rau lub quarter thib plaub ntawm 2022, kev lag luam lithium hydroxide tau nce ntxiv, nrog rau peb lub hlis twg ntawm 14.88%.Nyob rau hauv lub caij ntuj sov huab cua, kev tsim khoom thiab muag khoom ntawm lub zog tshiab tsheb hauv lub davhlau ya nyob twg tau nce ntau, thiab kev ua lag luam nyuaj nrhiav.Txoj cai tswjfwm kev txhawb zog tshiab tau los txog thaum kawg, thiab qee lub tuam txhab tsheb yuav npaj ua ntej los tsav lub lag luam lithium hydroxide kom muaj zog txaus rau cov roj teeb lub zog.Nyob rau tib lub sijhawm, cuam tshuam los ntawm kev sib kis hauv tsev, qhov chaw muab khoom ntawm lub khw yog nruj, thiab lithium hydroxide kev lag luam yuav nce ntxiv.Tom qab nruab nrab - Kaum Ib Hlis 2022, tus nqi ntawm lithium carbonate tau poob qis, thiab lithium hydroxide kev lag luam poob me ntsis, thiab tus nqi kawg kaw ntawm 553,300 yuan.
Kev xa khoom ntawm cov khoom siv raw khoom yog nruj heev
Saib rov qab ntawm 2022, tsis yog tsuas yog lithium hydroxide kev lag luam sawv zoo li zaj sawv, tab sis lwm yam lithium ntsev series cov khoom ua tau zoo.Lithium carbonate tau nce 89.47%, lithium hlau phosphate nce txhua xyoo nce ntawm 58.1%, thiab txhua xyoo nce phosphorus ore ntawm lithium hlau phosphate kuj nce mus txog 53.94%.Essence Kev lag luam ntseeg hais tias lub ntsiab yog vim li cas rau skyrocketing lithium ntsev nyob rau hauv 2022 yog hais tias tus nqi ntawm lithium kev pab tau nce mus ntxiv, uas tau ua rau kom tsis tu ncua ntawm lithium ntsev mov, yog li thawb tus nqi ntawm lithium ntsev.
Raws li lub zog tshiab roj teeb cov neeg ua lag luam hauv Liaoning, lithium hydroxide feem ntau yog muab faib ua ob txoj kev tsim khoom ntawm lithium hydroxide thiab ntsev pas dej npaj rau lithium hydroxide thiab ntsev pas dej.Lithium hydroxide tom qab kev lag luam -qib lithium carbonate.Xyoo 2022, kev lag luam uas siv lithium hydroxide siv pylori raug rau cov khoom siv ntxhia nruj.Ntawm qhov tod tes, lithium hydroxide tsim muaj peev xwm raug txwv raws li qhov tsis muaj peev txheej lithium.Ntawm qhov tod tes, tam sim no muaj ib tug puv tes ntawm lithium hydroxide cov neeg tsim khoom tau ntawv pov thawj los ntawm thoob ntiaj teb roj teeb faucet, yog li cov khoom ntawm high-end lithium hydroxide yog txwv ntau.
Ping An Securities tus kws tshuaj ntsuam xyuas Chen Xiao tau taw qhia hauv kev tshawb fawb daim ntawv tshaj tawm tias qhov teeb meem ntawm cov khoom siv raw yog qhov cuam tshuam tseem ceeb rau kev lag luam roj teeb lithium.Rau lub pas dej ntsev brine lithium lifting txoj kev, vim huab cua txias, cov evaporation ntawm cov pas dej ntsev txo, thiab cov khoom muaj cov khoom tsis txaus, tshwj xeeb tshaj yog nyob rau hauv thawj thiab plaub lub hlis twg.Vim tias qhov tsis tshua muaj peev txheej ntawm lithium hlau phosphate, vim qhov tsis tshua muaj peev txheej, qhov chaw muab khoom tsis txaus thiab txhawb kev ua haujlwm siab, thiab qhov nce txhua xyoo mus txog 53.94%.
Terminal tshiab zog thov nce
Raws li ib qho tseem ceeb raw cov ntaub ntawv rau high-nickel ternary lithium -ion roj teeb, kev loj hlob muaj zog ntawm qhov kev thov rau downstream tshiab lub zog tsheb industries tau muab qhov kev txhawb zog tshaj li qhov nce ntawm lithium hydroxide nqi.
Ping Ib Qhov Kev Ruaj Ntseg tau taw qhia tias lub lag luam tshiab lub zog hluav taws xob txuas ntxiv muaj zog nyob rau xyoo 2022, thiab nws qhov kev ua tau zoo tseem zoo nkauj.Kev tsim cov chaw tsim hluav taws xob qis qis hauv lithium hydroxide tau ua haujlwm, thiab qhov kev thov rau cov roj teeb nickel ternary siab thiab hlau lithium txuas ntxiv txhim kho.Raws li cov ntaub ntawv tshiab tshaj plaws los ntawm Tuam Tshoj Automobile Association, txij lub Ib Hlis Ntuj txog Lub Kaum Ib Hlis 2022, kev tsim thiab muag cov tsheb tshiab lub zog yog 6.253 lab thiab 60.67 lab, raws li qhov nruab nrab xyoo-rau-xyoo nce, thiab kev lag luam sib faib mus txog 25% .
Nyob rau hauv cov ntsiab lus ntawm cov peev txheej tsis txaus thiab kev xav tau muaj zog, tus nqi ntawm lithium ntsev xws li lithium hydroxide tau nce siab, thiab lithium hluav taws xob kev lag luam saw tau poob rau hauv "kev ntxhov siab".Ob lub zog roj teeb cov khoom lag luam, cov chaw tsim khoom thiab lub zog tshiab tsheb tuam txhab lag luam tab tom nce lawv qhov kev yuav cov roj lithium ntsev.Xyoo 2022, ntau lub roj teeb cov khoom lag luam tau kos npe rau daim ntawv cog lus nrog cov neeg muag khoom lithium hydroxide.Ib lub tuam txhab ua lag luam tag nrho ntawm Avchem Group tau kos npe rau daim ntawv cog lus rau roj teeb qib lithium hydroxide nrog Axix.Nws kuj tau kos npe rau daim ntawv cog lus nrog Tianhua Super Clean lub koom haum Tianyi Lithium thiab Sichuan Tianhua rau cov khoom siv roj teeb qib lithium hydroxide.
Ntxiv rau cov tuam txhab roj teeb, cov tuam txhab tsheb kuj tseem sib tw rau cov khoom siv lithium hydroxide.Xyoo 2022, tau tshaj tawm tias Mercedes-Benz, BMW, General Motors thiab lwm lub tuam txhab tsheb tau kos npe rau daim ntawv cog lus cog lus rau roj teeb qib lithium hydroxide, thiab Tesla kuj tau hais tias nws yuav tsim cov roj teeb qib lithium hydroxide tshuaj cog, ncaj qha nkag mus rau thaj chaw ntawm kev tsim cov tshuaj lithium.
Ntawm qhov tod tes, txoj kev loj hlob zoo ntawm kev lag luam tsheb tshiab tau ua rau muaj kev lag luam loj loj rau lithium hydroxide, thiab qhov tsis txaus ntawm cov peev txheej lithium tau ua rau muaj peev xwm tsim tau tsawg ntawm lithium hydroxide, thawb nws cov nqi lag luam mus rau qib siab.
Post lub sij hawm: Feb-02-2023