Yaya tsawon lokacin cajin baturin lithium?

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Umhlinzeki Wesiteshi Samandla Esiphathekayo

A ranar 6 ga Satumba, hannun jarin ra&39;ayin baturi na lithium-ion sun sake ƙarfafawa. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) da sauran hannun jari, lithium-ion baturi kama star stock Tianqi Lithium masana&39;antu (002466).

Ya zuwa rufe, masana&39;antar lithium ta Tianqi ta ragu zuwa kashi 2.09%. A zahiri, ɓangaren baturi na lithium-ion yana da kyakkyawan fata game da kasuwa.

Tun daga karshen watan Agusta, samfurin baturi na lithium-ion ya sake yin aiki mai ƙarfi. Bisa kididdigar da aka yi, akwai kwanan nan ra&39;ayin baturi na lithium-ion farashin hannun jari don haifar da sabon matsayi a cikin shekara. Daga mahaɗin da ke sama, a cewar masanin fasaha, yawan samar da carbonate na cikin gida, gami da masana&39;antar lithium ta Tianqi, gami da ƙuntatawar kare muhalli, ƙarancin samar da carbonate na lithium, ƙarancin wadata.

A lokaci guda, kayan aiki mai kyau na gida da umarnin masana&39;antar baturi sun isa, kuma fitarwar har yanzu yana da girma, kuma carbonate lithium yana da ƙarfi. Bayanai sun nuna cewa carbonate matakin baturi ya tashi daga 102 miliyan / ton makon da ya gabata zuwa sabon 160,500 / ton; Ma&39;aunin carbonate na masana&39;antu ya tashi zuwa 130,000 / ton makon da ya gabata zuwa sabon 142,500 / ton. Kuma farashin cobalt na ci gaba da hauhawa, har zuwa tan 437,500 a makon da ya gabata zuwa tan 450,000 na baya-bayan nan.

Yawancin albarkatun kasa na sama sun zama masu kyau a farkon rabin shekara, da lithium carbonate, farashin cobalt yana ci gaba da hauhawa, kuma kasuwa tana cikin sa ran. Manazarta masana&39;antu masu launi na Shen Wanhongyuan sun ce, za ta ci gaba da inganta sabbin masana&39;antun makamashi, inda za ta fi son lithium, kayan maganadisu, sulfate, da dai sauransu. Daga tsakiya, masana&39;antar batir lithium-ion tana motsawa zuwa daidaito, aiki da kai da hankali; fafatawa daga gasa mara kyau.

A cewar mai nazarin sabbin masana&39;antar lantarki, sabon samar da batirin lithium a shekarar 2017 ya zarce 40GWH, wanda aka kiyasta bisa ga kowane GWH biliyan 5-6, kuma jarin da ya yi daidai da fadada samarwa a cikin 2017 (ciki har da shekaru biyu ko uku masu zuwa) shine biliyan 200-300 (ko sama). A yayin wannan ci gaba, kamfanonin kayan aikin batirin lithium-ion da kamfanonin gwajin batirin lithium-ion suna da kyakkyawan fata musamman. Ya kamata a lura da cewa a wannan shekara, an ci gaba da kammala kyawawan manufofin sabbin motocin makamashi na ƙasa, waɗanda za su ci gaba da tallafawa ta hanyar samar da masana&39;antar batir lithium-ion.

Kwanan nan, Ma&39;aikatar Masana&39;antu da Fasahar Watsa Labarai ta sanar da kashi na 12 na sabbin motocin makamashi don keɓance motocin, kuma an zaɓi kamfanoni da yawa da aka lissafa. A cewar wani bincike na masana&39;antar kera motoci kan sabbin shagunan sayar da motoci masu makamashi a birnin Beijing, zoben fasinja a watan Agusta yana karuwa fiye da haka. An tsoma shi daga ƙwarewar da ta shafi shekara, gabaɗaya sabbin siyar da motocin makamashi a cikin kwata na huɗu sun kai kusan 40%, don haka akwai labari mai daɗi game da sabbin bayanan motar makamashi.

Kwanan nan, kiran taro, wuraren amfani da man fetur da sababbin makamashi a cikin Anxin Securities Electricity, ya kamata a kula da shi. Bayyanawa, wuraren amfani da mai da sabon tsarin madaidaitan maki na makamashi suna nufin gogewar da ta dace a California, Amurka. Domin tinkarar sabbin masana&39;antar kera motoci na makamashi, kasar Sin na ci gaba da samun ci gaba mai dorewa.

An sanar da maganganun da ke da alaƙa a cikin watan Satumbar bara, wanda ya haifar da babban rikici a cikin masana&39;antar, kuma an gyara maganganun. A halin yanzu, ra&39;ayin masana&39;antar ya yi imanin cewa manufar tana da yuwuwar jinkirta aiwatar da hukuncin kisa. Sabbin ƙwararrun motocin makamashi masu dacewa sun yi imanin cewa za a aiwatar da wannan manufar manufar tana da matuƙar mahimmanci a cikin tarihin sabbin motocin makamashi.

Ana sa ran cewa, manyan kamfanonin kera motoci masu amfani da makamashi a kasar Sin za su zama masu siyar da kasuwar hada-hadar kudi a nan gaba, wannan yanki ya kamata ya kawo musu muhimmin kudin shiga. Daga mahangar manufofin, sabbin manufofin motocin makamashi, gami da tsarin haɗin kai biyu ana sa ran za a daidaita su a cikin rabin na biyu na 2017. Sabuwar manufar motar makamashi ta 2018 za ta kasance a cikin lokacin kwanciyar hankali da ba a taɓa gani ba.

Bugu da ƙari, manufar tallafin ya shafi, ɓangaren samar da sabon motar makamashi a cikin 2018 zai sake sakewa, kuma za a tabbatar da samarwa da tallace-tallace. Dangane da kyakkyawan fata na dogon lokaci game da sabbin masana&39;antar kera makamashi, sabbin masana&39;antar kera motoci suma sun inganta babban layin batir mai inganci na yuan uku da kamfanonin albarkatun kasa da sauran saka hannun jari. Daga ra&39;ayi na hannun jari, Xingye Securities sun yi imanin cewa hannun jari na iya ba da hankali ga manyan layi biyu: Na farko, albarkatun da ke sama ba su ne rage farashin ba, kula da Tianqi Qi Qiyu, da 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares (600110), da dai sauransu.

; Sarkar samar da kayayyaki ta duniya, kula da hannun jarin ƙirƙira (002812), hannun jarin Hongfa (600885), kula da ministocin furanni uku (002050), Guoxuan Gaoke (002074). .