Vim li cas Lithium cov nqi tau nce siab?

Lub Lithium Mine hauv Sichuan Province

Lub zog tshiab lub tsheb (NEV) thiab lub zog cia cov khoom tawg tau tawg raws li kev xav tau ntawm kev lag luam txij li Q4 2020, uas ua rau pom kev loj hlob ntawm kev thov rau cov khoom siv raw hauv lithium roj teeb kev lag luam saw. Lithium carbonate, uas yog ib qho tseem ceeb raw cov ntaub ntawv rau lithium ion roj teeb, kuj muaj kev cuam tshuam zoo heev los ntawm kev xav tau hauv cov lag luam tawm tshiab no. Tuam Tshoj qhov kev thov rau lithium carbonate tau mus txog 350,000 mt hauv 2021, nce 60% YoY, raws li kev tshawb fawb SMM.

Ntawm qhov tod tes, lithium ntsev tso zis kev loj hlob yog txwv los ntawm lub sij hawm ntev ntau lawm ntawm lub upstream mining kawg. Nyob rau hauv qhov xwm txheej ntawm kev loj hlob tsis tu ncua thiab kev xav tau zoo, cov nqi ntawm lithium carbonate thiab lithium hydroxide txav mus rau txhua txoj kev. Raws li lub Ob Hlis 2022, tus nqi nruab nrab ntawm roj teeb-qib thiab qib kev lag luam-qib lithium carbonate tau nce los ntawm 62,000 yuan / mt thiab 59,000 yuan / mt raws li thaum pib ntawm 2021 txog 403,000 yuan / mt thiab 389,000 yuan / mt, kev loj hlob ntawm yuan / mt. ntawm 544% thiab 552% raws li lub sijhawm no.

Rau lithium carbonate, raws li cov khoom siv tsis tseem ceeb rau plaub qhov loj cathode active khoom (CAMs), tus nqi ntawm lithium carbonate tau nce nqi ntawm CAMs zoo li, tom qab nqa tus nqi ntawm cov khoom tiav.

cov nqi lithium tau nce siab nrog qhov tsis sib xws ntawm kev thov thiab cov khoom siv. Thiab qhov kev faib ua feem ntawm lithium ntsev nyob rau hauv tag nrho cov nqi ntawm CAMs raws li lub Ob Hlis Ntuj no tau loj hlob palpably txij thaum pib ntawm 2021, thiab txawm tau sau ib tug nce ntawm ze li ntawm 10% txij lub Kaum Ob Hlis 2021. Yog li ntawd, kev siv peev nyiaj siv tau qis heev, uas ua rau nws nyuaj rau qee lub tuam txhab nruab nrab thiab me me kom muaj sia nyob.

Lithium ntsev cov nqi tau nce mus rau qhov siab ntawm 450,000 yuan / mt txij thaum nruab nrab Lub Ob Hlis 2022, thiab nce mus txog ze li ntawm 10,000 yuan ib hnub twg. Ntawm cov khoom lag luam, qee lub tuam txhab lithium carbonate tau rov pib tsim khoom los ntawm Suav Xyoo Tshiab hnub so, thiab cov khoom yuav zoo li tuaj me ntsis. Qhov kev thov, ntawm qhov tod tes, kwv yees tias yuav poob 6% thaum Lub Ob Hlis. Txawm li cas los xij, qhov kev thov los ntawm plaub qhov loj CAMs tseem nyob rau theem siab, yog li cov nqi ntawm lithium carbonate yuav tsum nce ntxiv.