Nei mitengo yeLithium yakakwira?

Mugodhi weLithium mudunhu reSichuan

Iyo mota nyowani yemagetsi (NEV) uye zvikamu zvekuchengetera simba zvakaputika maererano nekudiwa kwemusika kubva Q4 2020, zvichikonzera kukura kunonzwisisika kwekudiwa kwezvinhu zvakabikwa muithium bhatiri indasitiri cheni. Lithium carbonate, seimwe yeakakosha zvigadzirwa zvelithium ion bhatiri, inokanganiswawo zvakanyanya nekuwedzera kuri kuita mumisika iri kubuda. Kudiwa kweChina kwelithium carbonate kwakasvika 350,000 mt muna 2021, kusvika 60% YoY, maererano neSMM research.

Kune rimwe divi, lithium munyu inobuda kukura inodzivirirwa nekureba kwekugadzira kutenderera kwekumusoro kumigodhi yekupedzisira. Mumamiriro ezvinhu ekukura kwakadzikama uye kudiwa kuri kuwedzera, mitengo yelithium carbonate uye lithium hydroxide inokwira kumusoro. Kubva muna Kukadzi 2022, avhareji mutengo webhatiri-giredhi uye indasitiri-giredhi lithium carbonate yakakwira kubva pa62,000 yuan/mt uye 59,000 yuan/mt zvakateerana pakutanga kwa2021 kusvika ku403,000 yuan/mt uye 389,000 yuan/mt, kurekodha kukura. ye544% uye 552% zvakateerana panguva iyi.

Kune lithium carbonate, sechinhu chinodiwa mbishi yezvinhu zvina zvikuru zvecathode active materials (CAMs), kukwira kwemitengo yelithium carbonate kwakawedzera mitengo yemaCAM zvakare, zvichizosimudza mitengo yezvinhu zvapera.

mitengo yelithium yakakwira nekusawirirana kwekuda uye kupa. Uye chikamu chelithium munyu mumutengo wakakwana weCAMs kubva muna Kukadzi wakura zvakanyanya kubva pakutanga kwa2021, uye yakatonyora pfuma ingangoita gumi kubva muna Zvita 2021. Saka nekudaro, kushandiswa kwemari kwave kwakadzikira, izvo zvinoita kuti zvinyanye kuomera mamwe makambani epakati nepakati kuti ararame.

Mitengo yemunyu yeLithium yakwira kusvika pa450,000 yuan/mt kubva pakati paKukadzi 2022, uye inoramba ichikwira neinosvika zviuru gumi zveyuan pazuva. Padivi rekupa, mamwe makambani e-lithium carbonate akatangazve kugadzirwa kubva kuzororo reGore Idzva reChinese, uye kupihwa kungangotora zvishoma. Ukuwo kudiwa uku, kunofungidzirwa kuti kuchadonha nezvikamu zvitanhatu kubva muzana muna Kukadzi. Zvakadaro, kudiwa kubva kumaCAM makuru mana kuchiri padanho repamusoro, nekudaro mitengo yelithium carbonate inotarisirwa kukwira zvakanyanya.