Inguva yakadii kuchaja lithium bhatiri?

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Musi waGunyana 6, iyo lithium-ion bhatiri pfungwa masheya akasimbisa zvakare. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) uye mamwe mashizha, lithium-ion battery seizure star stock Tianqi Lithium industry (002466.6) The kuwedzera kwe%.

Sekuvhara, Tianqi lithium indasitiri yadzika kusvika 2.09%. Muchokwadi, iyo lithium-ion bhatiri chikamu ine tarisiro pamusika.

Kubva pakupera kwaNyamavhuvhu, iyo lithium-ion bhatiri concept stock yakadzokorodza kuita yakasimba kuita. Zvinoenderana nenhamba, kune ichangoburwa lithium-ion bhatiri concepts mitengo yekugadzira nyowani yakakwira mugore. Kubva kumusoro kwerukova link, sekureva kweanoongorora dhizaini, iyo yepamba yakawanda carbonate kugadzirwa, kusanganisira Tianqi lithium indasitiri, kusanganisira kuchengetedzwa kwezvakatipoteredza kurambidzwa, kusakwana kugadzirwa kwe lithium carbonate, kushomeka kwekupa.

Panguva imwecheteyo, zvinhu zvemumba zvakanaka uye bhatiri fekitori mirairo yakakwana, uye inobuda ichiri yakakwirira, uye lithium carbonate yakasimba. Dhata inoratidza kuti bhatiri-level carbonate inokwira kubva ku102 miriyoni / matani svondo rapfuura kusvika kune yazvino 160,500 / tani; indasitiri giredhi carbonate yakakwira kusvika ku130,000 / tani svondo rapfuura kusvika kune ichangoburwa 142,500 / tani. Uye mutengo wecobalt unoramba uchikwira, kusvika ku437,500 / tani svondo rapfuura kusvika kune yazvino 450,000 / tani.

Mazhinji ekumusoro emvura zvigadzirwa akave akanaka muhafu yekutanga yegore, pamwe ne lithium carbonate, cobalt mitengo inoramba ichikwira, uye musika uri mune inotarisirwa. Shen Wanhongyuan&39;s colored indasitiri vanoongorora vakati icharamba ichikwirisa indasitiri yesimba idzva, ichifarira lithium, magineti zvinhu, sulfate, nezvimwe. Kubva pakati, iyo lithium-ion bhatiri indasitiri iri kufamba yakanangana nekumira, otomatiki uye kungwara; kukwikwidza kubva mumakwikwi asina kurongeka.

Maererano nemagetsi mutsva indasitiri muongorori, itsva kugadzirwa lithium bhatiri muna 2017 kupfuura 40GWH, anofungidzirwa maererano mumwe nomumwe GWH 5-6 bhiriyoni, uye mari inoenderana kugadzirwa kuwedzera muna 2017 (kusanganisira anotevera maviri kana matatu makore) ari 200-300 bhiriyoni (kana pamusoro). Munguva yekusimudzira uku, makambani e-lithium-ion bhatiri otomatiki emidziyo uye makambani ekuyedza bhatiri e-lithium-ion anonyanya kutarisira. Zvakakosha kucherechedza kuti gore rino, mutemo wakanaka wekudzika kwemagetsi emagetsi matsva akaenderera mberi achipedzwa, ayo acharamba achitsigirwa nemugove wekugovera we lithium-ion battery industries.

Munguva ichangopfuura, Bazi reIndasitiri uye Ruzivo rweTekinoroji yakazivisa batch yechigumi nembiri yemhando nyowani dzemotokari dzemagetsi ekuregeresa mota, uye makambani mazhinji akanyorwa akasarudzwa. Sekureva kweanoongorora indasitiri yemotokari pazvitoro zvinotengesa mota dzemagetsi muBeijing, mhete yevatyairi muna Nyamavhuvhu iri kukwira kupfuura. Yakanyudzwa kubva muchiitiko chine chekuita negore, kazhinji kutengeswa kwemotokari nyowani muchikamu chechina kwakaverengera 40%, saka kune nhau dzakanaka nezve data nyowani yemotokari yemagetsi.

Munguva pfupi yapfuura, kufona kwemusangano, mapoinzi ekushandisa mafuta uye mapoinzi emagetsi matsva muAnxin Securities Electricity, inofanirwa kuterera. Kuzivisa, mapoinzi ekushandisa mafuta uye nyowani simba mapoinzi parallel system zvinoreva ruzivo rwakakodzera muCalifornia, USA. Kuitira kutarisana neindasitiri itsva yemotokari yemagetsi, China inoramba ichichengetedza budiriro yakagadzikana.

Maonero anoenderana akaziviswa munaGunyana gore rapfuura, zvichikonzera kukakavara kukuru muindasitiri, uye zvirevo zvakagadziridzwa. Parizvino, maonero eindastiri anotenda kuti mutemo ungangomira kuurayiwa. Nyanzvi itsva dzemotokari dzemagetsi dzinotenda kuti iyi mapoinzi mutemo wakanyanya kukosha munhoroondo yemotokari nyowani, ichaitwa.

Zvinotarisirwa kuti makambani matsva emagetsi emagetsi muChina achave mutengesi wemusika wekubatanidza mune ramangwana, chidimbu ichi chinofanira kuunza mari yakakosha kwavari. Kubva pamaonero emutemo, mitemo mitsva yemotokari yemagetsi, kusanganisira maviri akabatanidzwa masisitimu anotarisirwa kuiswa muhafu yechipiri ye2017. Iyo 2018 nyowani yemagetsi mota mutemo ichave mune isingasati yamboitika nguva yekugadzikana.

Mukuwedzera, iyo subsidy policy inobatwa, rutivi rwekupa yemotokari itsva yemagetsi muna 2018 ichaita zvakare, uye kugadzirwa uye kutengesa kuchavimbiswa. Zvichienderana netarisiro yenguva refu pamusoro peiyo indasitiri yemotokari yemagetsi matsva, nyanzvi dzeindasitiri yemotokari dzemagetsi dzinokwidziridzawo mutsara mukuru weiyo matatu-yuan yakanaka zvinhu bhatiri inotungamira uye inokwira kumusoro zviwanikwa makambani uye kumwe kudyara. Kubva pamaonero ezvitoro, Xingye Securities inotenda kuti stock inogona kutarisisa mitsetse miviri mikuru: Chekutanga, zviwanikwa zvekumusoro hazvisi kuderedzwa kwemitengo, teerera Tianqi Qi Qiyu, the 锋 业业 (002460), Huayou Cobalt Indasitiri (603799), Nord Shares00, etc.

; the mainstream supply chain, teererai kune innovation shares (002812), Hongfa shares (600885), three flower ministerial control (002050), Guoxuan Gaoke (002074). .