Lub zog roj teeb rov ua dua tshiab yog qhov tseem ceeb ntawm kev lag luam roj teeb hluav taws xob tam sim no

Awdur: Iflowpower - Mofani oa Seteishene sa Motlakase se nkehang

Peng Shu Technology Qhov kev thov hloov pauv ntawm cov cuab tam no yog koom nrog kev lag luam uas tsis yog-ferrous hlau rov ua lag luam. Tam sim no, A Tshuag muaj ntau tshaj kaum lub tuam txhab koom nrog cov hlau tsis muaj hlau rov ua dua tshiab. Nyob rau hauv cov nqe lus ntawm kev ua tau zoo, nws tau txais txiaj ntsig los ntawm kev hloov pauv ntawm cov khoom siv.

Nyob rau hauv 2017, muaj cov xim ua lag luam rov qab, tus nqi ntawm cov hlau tsis muaj hlau rov ua dua tshiab tau nce, thiab cov tuam txhab kev lag luam muaj kev ua tau zoo. Hauv xyoo 2017, qhov kev ua tau zoo feem ntau tau txais txiaj ntsig los ntawm kev hloov pauv ntawm cov khoom siv, kev lag luam muaj peev xwm shrinkage, txhuas, tooj liab thiab lwm yam khoom siv hlau. Lub tuam txhab muaj feem cuam tshuam feem ntau unplenish nyob rau hauv tes txiav txim, tus nqi nce, thiab tag nrho cov profitability ntawm kev lag luam tau rebounded sharply.

Daim ntawv tshaj tawm txhua xyoo ntawm Tuam Tshoj tau qhia tias xyoo 2017, lub tuam txhab ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 2338 lab yuan, nce 60% xyoo-rau-xyoo; cov nyiaj tau los ntawm tus tswv ntawm lub tuam txhab niam txiv yog 218 lab yuan, ib xyoos ib zaug nce ntawm 55% xyoo-rau-xyoo. Kev loj hlob ntawm kev ua tau zoo yog qhov tseem ceeb hauv kev lag luam rov qab thiab kev nthuav dav ntau lawm. Yu Guangjin txhuas yog xav kom ua tiav cov txiaj ntsig ntawm 2.

7 billion yuan rau 310 lab yuan hauv 2017, nce 53% -76% xyoo-rau-xyoo. Rau cov laj thawj tseem ceeb rau kev ua tau zoo predenses, lub tuam txhab tau hais tias lub tuam txhab cov khoom tseem ceeb ntawm cov hlau lead thiab tooj liab tus nqi thaum lub sij hawm tshaj tawm tau nce siab dua li tib lub sijhawm xyoo tas los, thiab lub tuam txhab tau txhim kho cov khoom tsim tawm, kev muag khoom thiab tus nqi loj hlob los ntawm kev tsim kho thev naus laus zis thiab kev hloov pauv ua rau kev ua tau zoo. Yi Ball Resources 2017 tau coj mus rau qhov kev ua tau zoo tshwm sim.

Lub tuam txhab cia siab tias tag nrho cov nyiaj tau los ntawm 24.2,420.68 lab yuan, 2016 ua tiav cov txiaj ntsig ntawm 258.

848,500 yuan. Kev loj hlob ntawm kev ua tau zoo ntawm 2017 feem ntau yog los ntawm kev ua haujlwm siab thiab ntsug ntawm lub tuam txhab tseem ceeb thiab muaj cov xim hlau ua lag luam. Nyob rau tib lub sijhawm, kev lag luam rov qab tau tsav cov khoom siv hluav taws xob hauv kev lag luam tuaj tos.

Huahong Technology cia siab tias nyob rau hauv 2017, cov nyiaj tau los yog 110 lab rau 1.13 billion yuan, ib xyoos ib zaug nce ntawm 74.53% -106.

26%. Huahong Technology tau hais tias cov khoom siv rov ua dua tshiab kev lag luam yog qhov pom tseeb, lub tuam txhab muaj txaus hauv tes xaj. Roj teeb rov qab mus rau qhov kub thiab txias nyob rau hauv xyoo tas los no, lub zog tshiab hluav taws xob tsheb tau tsim sai heev, thiab cov roj teeb hluav taws xob maj mam nkag mus rau hauv cov lus qhia tseem ceeb.

Cov ntaub ntawv qhia tias xyoo 2018, cov khoom siv hluav taws xob khib nyiab rov ua lag luam tuaj yeem ncav cuag 5 billion yuan; Nyob rau xyoo 2020 txog 2023, qhov ntsuas ntawm cov khoom siv hluav taws xob pov tseg rov siv dua tau nce ntxiv mus rau 13.6 billion yuan rau 31.1 billion yuan.

Nws tau nkag siab tias tus nqi ntawm cov roj teeb fais fab feem ntau yog cobalt, nickel, thiab lithium. Ntawm lawv, hlau cobalt nqi nyob rau hauv ib qho ntawm lub hwj chim roj teeb cov ntaub ntawv zoo yog nyob rau hauv muaj zog uplink raws. Tam sim no, tus nqi nruab nrab ntawm kev lag luam cobalt yog kwv yees li 650,000 yuan / ton, txog 540,000 yuan / ton nce thaum pib ntawm lub xyoo, ze li ntawm 20%; ntau tshaj 290,000 yuan / tuj nqi nyob rau thaum ntxov Lub Ob Hlis 2017.

Tsis tas li ntawd, cov ntsiab lus hlau xws li npib tsib xee thiab lithium nyob rau hauv ternary roj teeb yog siab, thiab qhov rov qab yog siab. Txawm hais tias lub roj teeb lithium phosphate tsis muaj cov hlau tsis tshua muaj xws li cobalt, npib tsib xee, tab sis cov ntsiab lus lithium nce mus txog 1.1%.

Tam sim no, tus nqi ntawm lithium roj teeb-theem carbonate tau nce, thiab nws cov khoom siv rov ua dua tshiab yog siab. Hauv cov ntsiab lus no, ntau lub tuam txhab teev npe teeb tsa daim teb no. Greenmei txoj kev npaj ruaj khov tau raug pom zoo, thiab lub tuam txhab npaj siab yuav nce 2.

95 billion yuan, siv los disassemble lub hwj chim roj teeb pob qhov project, circulating peb-yuan cov khoom precursor raw khoom (60,000 tons / xyoo), circulating lub roj teeb peb Yuan khoom project (30,000 tons / xyoo), nws yuav tsum ua kom tiav cov txiaj ntsig rau 830 lab yuan / xyoo tom qab tag nrho cov khoom. Guojin Securities tau taw qhia tias qhov kev tsim kho yuav pab cov tuam txhab kom ua tiav "cov khoom siv raw rov qab-precursor manufacturing-positive material manufacturing-battery pack manufacturing" kaw lithium roj teeb kev lag luam saw. Tam sim no, lub tuam txhab muaj 35,000 tons ntawm peb-yuan precursor muaj peev xwm, 10,000 tons ntawm cov khoom zoo tsim muaj peev xwm, cov neeg siv khoom hluav taws xob sector 10,000 tons ntawm cov peev txheej, lub sij hawm ntev peb-yuan precursor muaj peev xwm tshaj 100,000 tons, cov khoom zoo tshaj 60,000 Tuj.

Greenmei tau hais nyob rau hauv tus neeg ua lag luam sib tham sib platform, raws li lub tuam txhab ua lag luam tau rov qab los ntawm cov roj teeb pov tseg, lub tuam txhab tau tsim rau rau lub hauv paus kev lag luam loj, txhua xyoo rov ua dua ntawm 3,000-5000 tons ntawm cobalt hlau, txhua xyoo rov qab los ntawm cobalt cov peev txheej tshaj Tuam Tshoj txoj kev lag luam. Kev ua tau zoo saib ua ntej qhia tau hais tias lub tuam txhab muaj peev xwm ntau lawm tau nce ntxiv thiab tso tawm hauv thawj peb lub hlis twg ntawm 2018, thiab qhov muag ntim tau nce nws lub tuam txhab kev ua haujlwm. Nws xav tias cov nyiaj tau los yog 142 lab yuan rau 1.

73 billion yuan hauv thawj peb lub hlis twg, nce 40% -70% xyoo-rau-xyoo.