Xyoo 2022 dhau los, kev lag luam tshuaj lom neeg hauv tsev tau qhia txog kev poob qis tag nrho. Raws li cov ntaub ntawv los ntawm cov koom haum ua lag luam, 64% ntawm 106 cov khoom siv tshuaj lom neeg tseem ceeb uas tau saib xyuas hauv xyoo 2022, 64% ntawm cov khoom poob, 36% ntawm cov khoom nce. Kev lag luam tshuaj lom neeg tau qhia txog kev nce qib ntawm cov pawg zog tshiab, kev poob qis ntawm cov khoom siv tshuaj lom neeg ib txwm muaj, kev ruaj khov ntawm cov khoom siv raw yooj yim. Hauv cov koob ntawm "Kev Tshuaj Xyuas Kev Lag Luam Tshuaj Lom Neeg Xyoo 2022" uas tau tshaj tawm hauv tsab ntawv no, nws yuav raug xaiv cov khoom lag luam nce thiab nqis saum toj kawg nkaus rau kev tshuaj xyuas.
Xyoo 2022 yog lub sijhawm zoo tshaj plaws hauv kev lag luam ntsev lithium. Lithium hydroxide, lithium carbonate, lithium iron phosphate, thiab phosphate ore tau nyob rau hauv 4 lub rooj zaum saum toj kawg nkaus hauv daim ntawv teev cov khoom siv tshuaj lom neeg nce ntxiv, raws li. Tshwj xeeb, kev lag luam lithium hydroxide, lub suab paj nruag tseem ceeb ntawm kev nce siab thiab siab sideways thoob plaws hauv lub xyoo, thaum kawg tau nyob rau saum daim ntawv teev npe ntawm 155.38% kev nce txhua xyoo.
Ob lub voj voog ntawm kev rub tawm muaj zog thiab kev siab tshiab
Xyoo 2022, kev lag luam lithium hydroxide tau muab faib ua peb theem. Thaum pib xyoo 2022, kev lag luam lithium hydroxide tau qhib kev lag luam nrog tus nqi nruab nrab ntawm 216,700 yuan (tus nqi tuj, tib yam hauv qab no). Tom qab kev nce siab hauv peb lub hlis thawj zaug, nws tau tswj hwm qib siab hauv peb lub hlis thib ob thiab thib peb. Tus nqi nruab nrab ntawm 10,000 yuan tau xaus, thiab xyoo tau nce 155.38%.
Hauv peb lub hlis thawj zaug ntawm xyoo 2022, qhov kev nce txhua peb lub hlis hauv kev lag luam lithium hydroxide tau nce mus txog 110.77%, uas thaum Lub Ob Hlis tau nce mus rau xyoo loj tshaj plaws, ncav cuag 52.73%. Raws li cov ntaub ntawv los ntawm cov koom haum ua lag luam, nyob rau theem no, nws tau txhawb nqa los ntawm cov hlau sab saud, thiab tus nqi ntawm lithium lithium carbonate tau txuas ntxiv txhawb nqa lithium hydroxide. Tib lub sijhawm, vim yog cov khoom siv raw nruj, qhov kev ua haujlwm tag nrho ntawm lithium hydroxide poob qis txog li 60%, thiab qhov chaw muab khoom tau nruj. Qhov kev thov rau lithium hydroxide hauv cov chaw tsim khoom roj teeb ternary siab-nickel tau nce ntxiv, thiab qhov tsis sib xws ntawm kev muab khoom thiab kev thov tau txhawb nqa qhov nce siab hauv tus nqi ntawm lithium hydroxide.
Nyob rau hauv lub quarter thib ob thiab thib peb ntawm xyoo 2022, kev ua lag luam lithium hydroxide tau qhia txog kev hloov pauv siab, thiab tus nqi nruab nrab tau nce me ntsis 0.63% hauv lub voj voog no. Txij lub Plaub Hlis mus txog rau lub Tsib Hlis ntawm 2022, lithium carbonate tau qaug zog. Qee lub peev xwm tshiab ntawm qee lub tuam txhab lithium hydroxide tau tso tawm, tag nrho cov khoom xa tuaj nce ntxiv, qhov kev thov rau kev yuav khoom hauv tsev tau qeeb qeeb, thiab kev ua lag luam lithium hydroxide zoo li siab. Pib thaum Lub Rau Hli 2022, tus nqi ntawm lithium carbonate tau nce me ntsis los txhawb cov xwm txheej kev ua lag luam ntawm lithium hydroxide, thaum qhov kev txaus siab ntawm kev nug hauv qab tau zoo dua me ntsis. Nws tau mus txog 481,700 yuan.
Nkag mus rau lub quarter thib plaub ntawm xyoo 2022, kev lag luam lithium hydroxide tau nce siab dua, nrog rau kev nce txhua peb lub hlis ntawm 14.88%. Hauv lub caij nyoog siab tshaj plaws, kev tsim khoom thiab kev muag khoom ntawm cov tsheb fais fab tshiab hauv lub davhlau ya nyob twg tau nce siab heev, thiab kev ua lag luam nyuaj rau nrhiav. Txoj cai pab nyiaj txiag tshiab superimposed tab tom los txog rau thaum kawg ntawm qhov kawg, thiab qee lub tuam txhab tsheb yuav npaj ua ntej los tsav kev ua lag luam lithium hydroxide rau kev thov muaj zog rau cov roj teeb fais fab. Tib lub sijhawm, cuam tshuam los ntawm kev sib kis hauv tsev, qhov chaw muab khoom ntawm kev ua lag luam yog nruj, thiab kev ua lag luam lithium hydroxide yuav nce siab dua. Tom qab nruab nrab-Kaum Ib Hlis 2022, tus nqi ntawm lithium carbonate poob qis, thiab kev ua lag luam lithium hydroxide poob me ntsis, thiab tus nqi kawg kaw ntawm 553,300 yuan.
Kev muab cov khoom siv raw los ntawm sab saud yog qhov tsis txaus
Rov qab saib xyoo 2022, tsis yog tsuas yog kev lag luam lithium hydroxide nce zoo li zaj sawv xwb, tab sis lwm cov khoom lithium ntsev series ua tau zoo heev. Lithium carbonate nce 89.47%, lithium hlau phosphate nce txhua xyoo ntawm 58.1%, thiab kev nce txhua xyoo ntawm cov phosphorus ore ntawm lithium hlau phosphate kuj tau mus txog 53.94%. Lub ntsiab lus Kev lag luam ntseeg tias qhov laj thawj tseem ceeb rau cov ntsev lithium nce siab hauv xyoo 2022 yog tias tus nqi ntawm cov peev txheej lithium txuas ntxiv nce, uas ua rau muaj kev nce ntxiv tas li ntawm qhov tsis txaus ntawm cov ntsev lithium, yog li thawb tus nqi ntawm cov ntsev lithium.
Raws li cov neeg ua haujlwm lag luam roj teeb tshiab hauv Liaoning, lithium hydroxide feem ntau muab faib ua ob txoj kev tsim khoom ntawm lithium hydroxide thiab pas dej ntsev npaj rau lithium hydroxide thiab pas dej ntsev. Lithium hydroxide tom qab qib lithium carbonate kev lag luam. Xyoo 2022, cov tuam txhab siv lithium hydroxide siv pylori raug rau cov khoom siv minerals nruj. Ntawm ib sab tes, lithium hydroxide muaj peev xwm tsim khoom tsawg vim tsis muaj cov peev txheej lithium. Ntawm qhov tod tes, tam sim no muaj ob peb lub tuam txhab tsim lithium hydroxide tau ntawv pov thawj los ntawm lub koom haum roj teeb thoob ntiaj teb, yog li kev muab khoom ntawm high-end lithium hydroxide yog tsawg dua.
Tus kws tshuaj ntsuam xyuas ntawm Ping An Securities, Chen Xiao, tau taw qhia hauv daim ntawv tshawb fawb tias qhov teeb meem ntawm cov khoom siv raw yog ib qho tseem ceeb rau kev cuam tshuam rau kev lag luam roj teeb lithium. Rau cov kev thauj lithium hauv pas dej ntsev, vim huab cua txias, cov dej ntawm cov pas dej ntsev txo qis, thiab cov khoom muaj tsawg, tshwj xeeb tshaj yog nyob rau hauv thawj thiab thib plaub lub hlis twg. Vim yog cov yam ntxwv tsis muaj peev xwm ntawm lithium hlau phosphate, vim yog cov yam ntxwv tsis muaj peev xwm, cov khoom siv tsis txaus thiab txhawb nqa qib siab ntawm kev ua haujlwm, thiab kev nce txhua xyoo tau txog 53.94%.
Kev thov zog tshiab kawg tau nce ntxiv
Raws li cov khoom siv tseem ceeb rau cov roj teeb lithium-ion ternary uas muaj nickel siab, kev loj hlob ntawm qhov kev thov rau cov lag luam tsheb fais fab tshiab tau muab kev txhawb zog dua li qhov nce ntawm cov nqi lithium hydroxide.
Ping An Securities tau taw qhia tias kev lag luam lub zog tshiab tseem muaj zog hauv xyoo 2022, thiab nws cov kev ua tau zoo tseem zoo kawg nkaus. Kev tsim cov roj teeb hauv qab hauv lithium hydroxide yog qhov ua haujlwm, thiab qhov kev thov rau cov roj teeb ternary siab nickel thiab hlau lithium txuas ntxiv txhim kho. Raws li cov ntaub ntawv tshiab los ntawm Tuam Tshoj Tsheb Association, txij lub Ib Hlis mus txog rau lub Kaum Ib Hlis 2022, kev tsim khoom thiab kev muag khoom ntawm cov tsheb fais fab tshiab yog 6.253 lab thiab 60.67 lab, feem, qhov nruab nrab nce txhua xyoo, thiab feem ntawm kev ua lag luam tau txog 25%.
Nyob rau hauv qhov xwm txheej ntawm kev tsis txaus cov peev txheej thiab kev thov muaj zog, tus nqi ntawm cov ntsev lithium xws li lithium hydroxide tau nce siab, thiab cov saw hlau lithium hluav taws xob tau poob rau hauv "kev ntxhov siab". Ob leeg cov neeg muab khoom siv roj teeb fais fab, cov chaw tsim khoom thiab cov chaw tsim khoom tsheb fais fab tshiab tab tom nce lawv cov kev yuav cov ntsev lithium. Xyoo 2022, ntau lub tuam txhab tsim khoom siv roj teeb tau kos npe rau cov ntawv cog lus muab khoom nrog cov neeg muab khoom lithium hydroxide. Ib lub tuam txhab me me ntawm Avchem Group tau kos npe rau daim ntawv cog lus muab khoom rau roj teeb lithium hydroxide nrog Axix. Nws kuj tau kos npe rau cov ntawv cog lus nrog Tianhua Super Clean lub tuam txhab me me Tianyi Lithium thiab Sichuan Tianhua rau cov khoom siv roj teeb lithium hydroxide.
Ntxiv rau cov tuam txhab roj teeb, cov tuam txhab tsheb kuj tseem sib tw ua lag luam kom tau 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 cov ntawv cog lus muab khoom siv rau cov roj teeb lithium hydroxide, thiab Tesla kuj tau hais tias nws yuav tsim lub Hoobkas tshuaj lithium hydroxide roj teeb, nkag mus rau hauv thaj chaw ntawm kev tsim cov tshuaj lithium.
Feem ntau, qhov kev cia siab ntawm kev lag luam tsheb fais fab tshiab tau ua rau muaj kev thov loj heev rau lithium hydroxide, thiab qhov tsis txaus ntawm cov peev txheej lithium sab saud tau ua rau muaj peev xwm tsim khoom tsawg ntawm lithium hydroxide, thawb nws cov nqi lag luam mus rau qib siab.
Lub sijhawm tshaj tawm: Lub Ob Hlis-02-2023