"Kukho i-lithium ukuya kuyo yonke indawo, akukho i-intshi ye-lithium enzima ukuhamba".
Ezi zikhondo ezidumileyo, nangona zibaxwa kancinci, kodwa igama malunga nenqanaba lokuthandwa kweshishini le-lithium.
Ithini ingqiqo yengoma enkulu?
Ukuya ku-Okthobha, uqikelelo lwekota ezintathu kwixesha lokukhutshwa okukhulu, zonke iintlobo zeemali kunye nokuvula amaza okudluliselwa kwesikhundla.
Ukususela nge-21 ka-Oktobha, i-Shanghai kunye ne-Shenzhen zineenkampani ezingaphezulu kwe-360 ezichazwe, izinga lokusebenza ngaphezu kwe-90%.Ukusuka ekuhanjisweni kweshishini, i-photovoltaic, izixhobo zebhetri ye-lithium kunye nezinye iingoma ezidumileyo zonwabile ngokufanelekileyo, ukusebenza kwamashishini athile aphambili kuqaqambile.
Ngokomzekelo, iNingde Times, kulindeleke ukuba ibuyise inzuzo eyi-16.5 yeebhiliyoni zeeyuan ukuya kwi-18 yeebhiliyoni zeeyuan kwiikota ezintathu zokuqala, ukwanda kwe-112.87% ukuya kwi-132.22% ngexesha elifanayo kulo nyaka uphelileyo, ukudlula inqanaba lonyaka ogcweleyo. 15.93 yeebhiliyoni zeeyuan).
Ikota yesithathu yengeniso yesambuku ebangelwa ngumama kulindeleke ukuba ibe phakathi kwe-8.8 yeebhiliyoni zeeyuan kunye ne-9.8 yeebhiliyoni zeeyuan, izinga lokukhula lonyaka-nyaka le-169.33% -199.94%.Ngaphezulu kwesambuku seekota ezimbini zokuqala zalo nyaka (i-8.16 yeebhiliyoni zeeyuan), umvuzo wemihla ngemihla omalunga ne-100 lezigidi zeeyuan.
Ukongeza kwi-Ning Wang, i-Yiwei lithium yamandla kwangolo suku lunye nayo iphuma kwiindaba ezilungileyo: ikota yesithathu yokuqala yenzuzo kulindeleke ukuba ibe yi-2.437 yeebhiliyoni zeeyuan - 2.659 yeebhiliyoni zeeyuan, ukwanda kwe-10% -20%, ikota yesithathu yenzuzo yenetha. of 1.082 billion yuan - 1.298 billion yuan, ukwanda 50% -80% Ikota yesithathu ingeniso net 1.082-1.298 billion yuan, ukwanda 50-80 ekhulwini.
Oktobha 14, lithium ekhokelayo Ganfeng kushishino lithium wakhupha uqikelelo yokusebenza: inzuzo net kulindeleke ukuba 14.3 billion yuan - 15.3 billion yuan, ukunyuka konyaka-on-year 478.29% - 518.73%.Phakathi kwabo, ikota yesithathu inzuzo yenetha kulindeleke ukuba inyuke ngaphezu kwamaxesha e-5.67.
Enye imboni ye-lithium ehamba phambili, kodwa kunye nokusebenza "kweziqhushumbisi": iikota ezintathu zokuqala zenzuzo yenetha kulindeleke ukuba zibe yi-15.2 billion ye-yuan - i-16.9 yeebhiliyoni zeeyuan, ukwanda kwe-2768.96% - 3089.83%, ikota yesithathu yenzuzo ilindeleke ukuba ibe yi-5. billion yuan -6.5 billion yuan, ukwanda 1026.10% -1363.92%.
Igcwele amehlo abomvu kunye nolonwabo oludibeneyo, kufuneka kuthiwe i-2022 ngunyaka omkhulu kumzi mveliso webhetri ye-lithium.
Enyanisweni, imarike yesibini iye yafuziselwa.I-11 ngo-Oktobha, i-lithium stocks ngokukhawuleza yakhupha.Ekupheleni kosuku, isalathisi sebhetri ye-lithium yenyuka ngaphezu kweepesenti ze-2.Phakathi kwabo, ibhiliyoni yamandla e-lithium yavuka i-6.16%, i-Ningde Times yavuka i-5.97%, ixabiso lemarike libuyela kwi-trillion yuan mark.
Kutheni ukunyuka?
Ukukhula komsebenzi, i-Ningde Times yathi ngophuhliso olukhawulezayo lweshishini elitsha lamandla ekhaya nakwamanye amazwe, imarike yeebhetri zamandla kunye nokugcinwa kwamandla kuyaqhubeka nokukhula.Inkampani iyaqhubeka nokuphehlelela izisombululo zemveliso ezikhokelayo kunye nokuqinisa iinzame zophuhliso lweemarike, kunye nokukhululwa komthamo wemveliso yoyilo lwangaphambili, imveliso kunye nomthamo wentengiso unyuke kakhulu.
U-EVERLIGHT ubonise ukuba, kwelinye icala, ngokuchasene nemvelaphi yokunyuka okubukhali kumaxabiso aphezulu ezinto eziphathekayo, ilungelelanise kwangethuba indlela yayo yokubeka amaxabiso emveliso, kwaye inzuzo yomgca wemveliso nganye yalungiswa ngcono;okwesibini, ishishini eliphambili leshishini lebhetri liphuhla kakuhle, kunye nefektri entsha kunye nomgca omtsha wemveliso ongena kwinqanaba lokuvelisa ubuninzi, isikali sokuthunyelwa kwenkampani sikhula ngokukhawuleza.
Ngokwenene, ukuxhamla kwi-boom ye-ultra-high, ikhonkco elitsha loshishino lwezithuthi zamandla lingenisa ixesha elinqabileyo lamathuba.
Ngokutsho kwe-China Association of Automobile Manufacturers, kwi-2014, ukuthengiswa kwezithuthi zamandla amatsha e-China kwakukho iiyunithi ze-75,000 kuphela;ngo-2021, ngaphezu kwe-3.5 yezigidi zeeyunithi.Kulo nyaka, i-China Association of Automobile Manufacturers (CAAM) ikhulise ukuthengiswa kwayo kwiimoto ze-6 yezigidi, kwaye yathi inokuphinda iphakamise emva koko.NgoSeptemba kulo nyaka, izinga lokungena kwezithuthi zamandla amatsha eTshayina lifikelele kuma-31.8 ekhulwini, linyuke lamanqaku ali-11 ukusuka ngoSeptemba wama-2021.
Ngexesha elifanayo, izinga lokungena kwiimarike zaphesheya likhula ngokukhawuleza.Idatha ye-Customs ibonisa ukuba ngo-Agasti kulo nyaka, ukuthunyelwa kwe-China kwezithuthi zamandla amatsha kwafikelela kwiiyunithi ze-83,000 ukuya kwi-82.3% ngonyaka, i-27% yokuthengiswa kweemoto zizonke ngexesha elifanayo, irekhodi eliphezulu.
Ukusukela ngo-Agasti ka-2022, ukuthengiswa kwezithuthi zamandla amatsha eTshayina kubalele malunga neepesenti ezingama-70 zehlabathi, ibe ngamandla anamandla angenakuhoywa.Kutshanje ezona zintlanu ziphezulu zehlabathi zibonisa iParis Motor Show, iBYD Han, iWei brand Coffee 01, iOla Funky Cat kunye nezinye iimveliso ezitsha zokuqala, ziqalise umoya omtsha waseTshayina wamandla.
Akukho mathandabuzo okuba iTshayina sele iyindawo ebalulekileyo yomoya ekhokela ishishini elitsha lezithuthi zamandla ehlabathi.
Ukukhwela kwimfuno eqhumayo, amaxabiso etyuwa ye-lithium, eyona nto iphambili yeebhetri zamandla, aqhubekile nokunyuka ukusukela ngo-2021.
Oktobha 14, 2022, ixabiso yasekhaya ibhetri-grade lithium carbonate yafikelela 526,000 yuan / ton, ukubetha irekhodi eliphezulu, xa kuthelekiswa 278,000 yuan / ton ekuqaleni konyaka lonyuke phantse 90 ekhulwini.Xa kuthelekiswa no-Okthobha we-14, 2020, i-4.1 yezigidi zeeyuan / iitoni, ngakumbi ukunyuka phantse amaxesha ali-12.
Up crazy hayi kuphela lithium carbonate, Okthobha 14, 2020 yasekhaya lithium hydroxide 4.9 million yuan / ton, October 14, 2022 ifikelele 51.75 million yuan / ton.
Ngokwedatha ekhutshwe yiShanghai Steel Association, ngo-Oktobha 18, ibhetri-grade lithium carbonate yavuka 2,000 yuan / ton, ixabiso eliqhelekileyo le-53.75 yezigidi zeeyuan / ton, i-lithium carbonate grade ye-industrial yanyuka i-2,500 yuan / ton, ixabiso eliphakathi I-52.3 yezigidi zeeyuan / iitoni, zombini zibethe irekhodi eliphezulu.
Zonke iintlobo zezinto zongeza, ishishini le-lithium kwi-situ libhabha kunye, iingcali zetheko lenkampani, kunye nezikhulu zeshishini zithi: yonke imboni yemoto yamandla entsha, isebenzela umgodi we-lithium "umsebenzi".
Ixesha, iinkampani zoshishino ze-lithium ziye zaba zezona ntlobo ziphezulu ze-biological chain.
Umlawuli weZhongtai Capital uWang Dongwei uthe, ukuvuselela amaxabiso e-lithium ore aphakama kukho izinto ezimbini zexesha elifutshane kunye nexesha elide.
Ngexesha elifutshane, izizathu zonyaka zakhokelela ekwehleni kwemveliso ye-Qinghai Salt Lake, kunye nempembelelo yobhubhane kwezothutho, izibonelelo ze-lithium zibonelela ngokuqinileyo.Amashishini asezantsi ekupheleni konyaka ukubamba umsebenzi, ukugcinwa kwempahla eninzi, ukuqinisa ukunqongophala kobonelelo.
Ngexesha elide, amaxabiso e-lithium akhuphuka ngenxa yokungalingani phakathi kokubonelela kunye nemfuno, iprojekthi ye-lithium yomthombo ithatha malunga neminyaka emihlanu ukugqiba, ngelixa imfuno ephantsi yomlambo ikhula ngokukhawuleza, kwaye amandla akhawulezayo e-lithium awaninzi.
Ayinakuphikiswa into yokuba amandla amatsha asengumkhondo wegolide wodidi lokuqala okwangoku.
Umhlalutyi wezoShishino uYu Shengmei uthe: ingaba amathemba okukhula kwexesha elizayo, okanye i-boom yangoku ephezulu, kubandakanywa nomlinganiselo weshishini, ayifaniswanga nakweyiphi na enye indlela.Kodwa oku akuthethi ukuba imakethi entsha yamandla ayinayo i-cyclical, ishishini alihluthi.
Izinga lokungena kwezithuthi zamandla amatsha lisondela kwi-30%, iifektri ezinkulu zebhetri, izityalo ezisindlekayo kwaye ibe lulwando olukhulu lwemveliso.Nje ukuba umda wokukhula kwemarike yemoto uncitshisiwe, amandla okuvelisa ibhetri agxininiswe ukukhululwa, intsalela enokwenzeka yokugcwala okanye uvumele imarike itshintshe ubuso ngoko nangoko, ze iwele phantsi usiba lwenkukhu.
I-Keystone Capital iqabane u-Yang Shengjun uthe, umkhondo wamandla amatsha kwiminyaka embalwa ezayo usekwixesha lokunyuka, ekuqaleni ukuya ku-2025 unokungenisa kwindawo ephezulu yoshishino.Nangona kunokuba nzima ukuqhubeka nokugcina ukukhula okuphindwe kabini kule minyaka mibini idlulileyo, kusekwinqanaba elikhula ngokukhawuleza ngokubanzi.
Lonzhong ulwazi lithium yentsimbi phosphate umhlalutyi kushishino Wang Juan wathi: ubeko lwangoku lwamashishini ezahlukeneyo lithium iphosphate intsimbi ithatha ixesha ukubamba imarike, kodwa ngenxa yezizathu ezahlukahlukeneyo, uninzi inkqubela ulwakhiwo isixhobo ulibazisekile imeko, ngoku, Umthamo wexesha elifutshane ogqithisiweyo awuyi kubonakala, kodwa ngokukhutshwa okuqhubekayo komthamo omtsha wemveliso, kulindeleke emva kweminyaka emibini ezayo, i-lithium iron phosphate inokujongana nemeko yomthamo ogqithisileyo.
Ngelizwi, ke umkhondo womlilo nawo unesilingi ecingelwayo, isidingo sokulumka kakhulu, ukrwada kakhulu kwaye unobundlongondlongo, ukulahleka kwentlonipho yomngcipheko.Kwixesha elidlulileyo, ukusuka kwi-photovoltaic ukuya kwi-tea yobisi, umzila ushushu kakhulu kwizinto ezingekho kakuhle.
Ushishino lwe-lithium lusenalo ixesha legolide, kodwa alikho kude kwixesha lokuhlaziya ebusika.Iingcali azikwazi ukunyamezela ukuxiliswa ngokugqithiseleyo, singasathethi ukuba kunokwenzeka ukuba ulale phantsi ukuze uphumelele, into ekuphela kwayo kukuziqhelanisa nomsebenzi wangaphakathi osemgangathweni, itekhnoloji yokudala umsebenzi, iziseko eziqinileyo zoshishino, amandla abanzi okuchasana nomngcipheko, kunokwenzeka ukuba uqhubeke. khula ngokuthe ngcembe, kuhlaziyo olulandelayo ebusika.
Okukhona imeko ingcono, kokukhona kufuneka sihambe phezu komkhenkce obhityileyo, kokukhona kukhala iintsimbi ze-alam.I-bang, ndizibuza ukuba bangaphi abantu abaphuphayo abanokuvuka?
Ixesha lokuposa: Oct-25-2022