Pehea ka lōʻihi o ka hoʻouka ʻana i ka pā lithium?

作者：Iflowpower – Kaasaskantava elektrijaama tarnija

Ma Sepatemaba 6, ua hoʻoikaika hou nā waihona manaʻo pākahi lithium-ion. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) a me nā waiwai ʻē aʻe, lithium-ion battery seizure star stock Tianqi Lithium industry (002466) ʻO ka hoʻonui o 7.64%.

E like me ka pani ʻana, ua hāʻule ka ʻoihana lithium Tianqi i 2.09%. ʻO ka ʻoiaʻiʻo, manaʻo maikaʻi ka ʻāpana pākahi lithium-ion e pili ana i ka mākeke.

Mai ka hopena o ʻAukake, ua hana pinepine ka waihona manaʻo pākahi lithium-ion i ka hana ikaika. Wahi a nā helu helu, aia nā kumukūʻai kumukūʻai lithium-ion pākaukau e hana i nā kiʻekiʻe hou i ka makahiki. Mai ka loulou i luna, e like me ka mea kākau moʻolelo, ʻo ka hana ʻana o ka carbonate lehulehu, me ka ʻoihana lithium Tianqi, me ka pale ʻana i ke kaiapuni, lawa ʻole ka hana ʻana o ka lithium carbonate, ka hāʻawi palena ʻole.

I ka manawa like, lawa nā mea waiwai a me nā kauoha hale hana pākaukau, a ke kiʻekiʻe nei ka hopena, a ikaika ka lithium carbonate. Hōʻike ka ʻikepili i ka piʻi ʻana o ka carbonate-level carbonate mai 102 miliona / ton i ka pule i hala a hiki i ka 160,500 / ton hou loa; Ua piʻi aʻe ka carbonate ʻoihana ʻenehana i ka 130,000 / ton i ka pule i hala aku nei i ka 142,500 / ton. A ke piʻi mau nei ke kumukūʻai o ka cobalt, a hiki i ka 437,500 / ton i ka pule i hala a hiki i ka 450,000 / ton.

Ua nani ka nui o nā mea maka i ka hapa mua o ka makahiki, me ka lithium carbonate, ke piʻi mau nei nā kumukūʻai cobalt, a aia ka mākeke i ka mea i manaʻo ʻia. Ua ʻōlelo ʻo Shen Wanhongyuan nā mea loiloi ʻoihana kala e hoʻomau i ka hoʻonui ʻana i ka ʻoihana ikehu hou, makemake i ka lithium, nā mea magnetic, ka sulfate, etc. Mai ka waena, ke neʻe nei ka ʻoihana pākaukau lithium-ion i ka standardization, automation a me ka naʻauao; hoʻokūkū mai ka hoʻokūkū ʻino.

Wahi a ka mea loiloi ʻoihana uila hou, ʻo ka hana hou o ka pā lithium ma 2017 i ʻoi aku ma mua o 40GWH, i manaʻo ʻia e like me kēlā me kēia GWH 5-6 biliona, a ʻo ka hoʻopukapuka e pili ana i ka hoʻonui ʻana i ka hana ma 2017 (me nā makahiki ʻelua a ʻekolu paha e hiki mai ana) he 200-300 biliona (a i luna paha). I ka wā o kēia hoʻomohala ʻana, ʻoi aku ka manaʻo nui o nā ʻoihana ʻoihana pākaukau lithium-ion a me nā ʻoihana hoʻāʻo pākaukau lithium-ion. He mea pono e hoʻomaopopo i kēia makahiki, ua hoʻopau mau ʻia ke kulekele maikaʻi o nā kaʻa uila hou i lalo, e kākoʻo mau ʻia e ke kumu hoʻolako o nā ʻoihana pākaukau lithium-ion.

I kēia mau lā, ua hoʻolaha ka Ministry of Industry and Information Technology i ka 12th batch o nā hiʻohiʻona kaʻa ikaika hou no ka hoʻokuʻu ʻana i nā kaʻa, a ua koho ʻia nā hui helu he nui. Wahi a ka noiʻi ʻana o ka ʻoihana kaʻa kaʻa e pili ana i nā hale kūʻai kūʻai kūʻai kaʻa kaʻa hou ma Beijing, ʻoi aku ka piʻi ʻana o ke apo o ʻAukake ma mua o. Hoʻokuʻu ʻia mai ka ʻike pili i ka makahiki, ma ke ʻano he 40% ke kūʻai ʻana i nā kaʻa ikehu hou i ka hapaha ʻehā, no laila he nūhou maikaʻi e pili ana i ka ʻikepili kaʻa ikehu hou.

ʻO ka mea i hala koke aku nei, ʻo ke kelepona ʻaha kūkā, nā wahi hoʻohana wahie a me nā wahi ikehu hou ma Anxin Securities Electricity, pono e hoʻolohe. Hōʻike, nā wahi hoʻohana wahie a me nā ʻōnaehana hoʻohālikelike hou e pili ana i ka ʻike kūpono ma Kaleponi, USA. I mea e hoʻokō ai i ka ʻoihana automotive ikehu hou, ke hoʻomau nei ʻo Kina i ka hoʻomohala paʻa.

Ua hoʻolaha ʻia nā manaʻo e pili ana i ka mahina ʻo Kepakemapa i ka makahiki i hala, ua hoʻopiʻi nui i ka ʻoihana, a ua hoʻololi ʻia nā manaʻo. I kēia manawa, manaʻo ka manaʻo o ka ʻoihana e hoʻopaneʻe paha ke kulekele i ka hoʻokō. Manaʻo ka poʻe loea kaʻa ikehu hou e pili ana i kēia kulekele kikoʻī he mea nui loa i ka mōʻaukala o nā kaʻa ikehu hou, e hoʻokō ʻia.

Manaʻo ʻia e lilo nā ʻoihana kaʻa kaʻa hou i Kina i mea kūʻai aku i ka mākeke hoʻohui i ka wā e hiki mai ana, pono e lawe mai kēia ʻāpana i ka loaʻa kālā nui iā lākou. Mai ka manaʻo o ke kulekele, manaʻo ʻia e hoʻolohe ʻia nā kulekele kaʻa kaʻa hou, me nā ʻōnaehana hoʻohui ʻelua i ka hapa ʻelua o 2017. ʻO ke kulekele kaʻa ikehu hou 2018 e loaʻa i kahi manawa kūpaʻa pili ʻole.

Eia kekahi, pili ke kulekele kōkua, ʻo ka ʻaoʻao hoʻolako o ke kaʻa ikehu hou ma 2018 e hoʻi hou, a e hōʻoiaʻiʻo ʻia ka hana a me ke kūʻai aku. Ma muli o ka manaʻo manaʻo lōʻihi e pili ana i ka ʻoihana kaʻa kaʻa hou, ʻoi aku ka poʻe loea o ka ʻoihana ʻenehana ikehu hou i ka laina nui o nā ʻoihana waiwai maikaʻi ʻekolu-yuan e alakaʻi ana i nā ʻoihana waiwai a me nā ʻoihana ʻē aʻe. Mai ka manaʻo o nā kumukūʻai, manaʻo ʻo Xingye Securities e hiki i ke kumukūʻai ke hoʻolohe i nā laina nui ʻelua: ʻO ka mea mua, ʻaʻole nā ​​​​kumukūʻai i luna i ka hoʻemi kumukūʻai, e hoʻolohe iā Tianqi Qi Qiyu, ka 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares (600110), etc.

; ʻO ke kaulahao hoʻolako nui o ka honua, e hoʻolohe i nā ʻāpana hana hou (002812), nā kuleana Hongfa (600885), ʻekolu mana mālama kuhina pua (002050), Guoxuan Gaoke (002074). .