Intee in le&39;eg ayaa ku dallaca batteriga lithium?

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Dobavljač prijenosnih elektrana

Sebtembar 6, kaydka fikradda baytariyada lithium-ion ayaa mar kale xoojiyay. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Technology Decisive (300073), Jinyin River (300619) iyo kayd kale, lithium-ion batari suuxdinta stock stock Tianqi Lithium warshadaha (002466).

Ilaa xidhitaanka, warshadaha lithium ee Tianqi ayaa hoos ugu dhacay 2.09%. Dhab ahaantii, qaybta baytariyada lithium-ion ayaa rajo ka qaba suuqa.

Tan iyo dhammaadkii Agoosto, kaydka fikradda baytariga lithium-ion ayaa si isdaba joog ah u sameeyay waxqabad xooggan. Marka loo eego tira-koobyada, waxaa dhawaanahan jiray fikradda batteriga lithium-ion qiimaha saamiyada si loo abuuro sare cusub sanadka. Laga soo bilaabo isku xirka kor u kaca, sida uu qabo fannaanka falanqeeyaha, wax soo saarka kaarboonaytka ee tirada badan, oo ay ku jiraan warshadaha Tianqi lithium, oo ay ku jiraan xaddidaadda ilaalinta deegaanka, soosaarka lithium carbonate ku filan, sahayda xaddidan.

Isla mar ahaantaana, alaabta guriga ee wanaagsan iyo amarrada warshadaha batteriga ayaa ku filan, wax soo saarkuna weli wuu sarreeyaa, iyo karbohaydraytyada lithium waa mid xooggan. Xogtu waxay muujinaysaa in kaarboonaydhka heerka batteriga ahi uu ka kacay 102 milyan / ton usbuucii hore ilaa 160,500 / ton ee ugu dambeeyay; Kaarboonaydhka heerka warshadaha ayaa kor u kacay ilaa 130,000 / ton todobaadkii hore ilaa 142,500 / tan ugu dambeeyay. Qiimaha cobalt-ku wuu sii socdaa, ilaa 437,500 / ton todobaadkii hore ilaa 450,000 / ton kii ugu dambeeyay.

Qalab badan oo ceeriin ah oo korka ayaa noqday kuwo qurux badan qeybtii hore ee sanadka, oo lagu daray lithium carbonate, qiimaha cobalt ayaa sii kordhaya, suuquna wuxuu ku jiraa rajada. Falanqeeyayaasha warshadaha midabka Shen Wanhongyuan ayaa sheegay in ay sii wadi doonto tayaynta warshadaha tamarta cusub, iyada oo doorbidaysa lithium, qalabka magnetic, sulfate, iwm. Laga soo bilaabo dhexe, warshadaha baytariga lithium-ion waxay u dhaqaaqayaan jaangooyo, qalabaynta iyo sirdoonka; oo ka tartamaya tartan aan fiicnayn.

Sida laga soo xigtay falanqeeyaha warshadaha cusub ee elektiroonigga ah, wax soo saarka cusub ee baytari lithium ee 2017 ayaa dhaaftay 40GWH, lagu qiyaasay sida ay GWH kasta 5-6 bilyan, iyo maalgashiga u dhiganta ballaarinta wax soo saarka ee 2017 (oo ay ku jiraan labada ama saddexda sano ee soo socda) waa 200-300 bilyan (ama ka badan). Inta lagu jiro horumarkan, shirkadaha qalabka qalabka batteriga ee lithium-ion iyo shirkadaha qalabka tijaabinta baytariyada ayaa si gaar ah rajo u leh. Waxaa xusid mudan in sanadkan, siyaasadda togan ee baabuurta tamarta cusub ee hoose si joogto ah loo dhamaystiray, taas oo si joogto ah loo taageeri doono ilaha sahayda ee warshadaha baytariyada lithium-ion.

Dhawaan wasaaradda warshadaha iyo tignoolajiyada ayaa ku dhawaaqday dufcadii 12-aad ee nooc cusub oo baabuurta tamarta ah oo loogu talo galay in baabuurta laga dhaafo, waxaana la doortay shirkado badan oo liiska ku jira. Sida laga soo xigtay cilmi-baarista falanqeeyayaasha warshadaha baabuurta tamarta cusub dukaamada tafaariiqda baabuurta ee Beijing, giraanta rakaabka ee August waa runtii kor u kacaya. Laga soo bilaabo waayo-aragnimada sanadka la xidhiidha, guud ahaan iibka baabuurta tamarta cusub ee rubuci afraad ayaa ku xisaabtamay 40%, markaa waxaa jira war wanaagsan oo ku saabsan xogta baabuurta tamarta cusub.

Dhawaan, wicitaanka shirarka, dhibcaha isticmaalka shidaalka iyo dhibcaha tamarta cusub ee Anxin Securities Electricity, ayaa mudan in fiiro gaar ah loo yeesho. Shaacinta, dhibcaha isticmaalka shidaalka iyo nidaamka dhibcaha tamarta cusub ee isbarbar socda waxay tixraacayaan waayo-aragnimada ku habboon California, USA. Si loola tacaalo warshadaha baabuurta tamarta cusub, Shiinuhu wuxuu sii wadaa inuu ilaaliyo horumarka xasilloon.

Faallooyinka la xidhiidha ayaa lagu dhawaaqay bishii Sebtembar ee sannadkii hore, taasoo keentay muran weyn oo ku saabsan warshadaha, faallooyinkana waa la bedelay. Waqtigan xaadirka ah, aragtida warshadaha ayaa aaminsan in siyaasaddu ay aad ugu dhowdahay inay dib u dhigto fulinta. Khubarada baabuurta tamarta cusub ee khusaysa waxay aaminsan yihiin in siyaasadda dhibcaha ay aad muhiim ugu tahay taariikhda baabuurta tamarta cusub, la hirgelin doono.

Waxaa la filayaa in shirkadaha baabuurta tamarta tamarta cusub ee Shiinaha ay noqdaan kuwa iibiya suuqa isdhexgalka mustaqbalka, qaybtani waa inay u keentaa dakhli muhiim ah. Marka loo eego siyaasadda, siyaasadaha baabuurta tamarta cusub, oo ay ku jiraan nidaamyada laba-jibbaaran ayaa la filayaa in la habeeyo qaybta labaad ee 2017. Siyaasadda baabuurta tamarta cusub ee 2018 waxay ku jiri doontaa xilli xasilloon oo aan horay loo arag.

Intaa waxaa dheer, siyaasadda kabidda ayaa saameeya, dhinaca sahayda ee baabuurka tamarta cusub ee 2018 ayaa mar kale noqon doona, wax soo saarka iyo iibinta ayaa la dammaanad qaadi doonaa. Iyada oo ku saleysan rajada mustaqbalka fog ee warshadaha baabuurta tamarta cusub, khubarada warshadaha baabuurta tamarta cusub ayaa sidoo kale wanaajiya khadka ugu muhiimsan ee batteriga walxaha togan ee saddexda yuan ah ee hogaaminaya iyo shirkadaha kheyraadka iyo maalgashiga kale. Marka loo eego aragtida saamiyada, Xingye Securities waxay aaminsan yihiin in saamiyadu ay fiiro gaar ah u yeelan karaan laba xariiq oo waaweyn: Marka hore, ilaha kor u kaca maaha qiimaha dhimista, fiiro gaar ah u yeelo Tianqi Qi Qiyu, 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares (600110), iwm.

; silsiladda sahayda guud ee aduunka, fiiro gaar ah u yeelo saamiyada hal-abuurka (002812), saamiyada Hongfa (600885), xakamaynta wasaarada ubaxa saddex (002050), Guoxuan Gaoke (002074). .