Dib-u-warshadaynta batteriga korontadu waa diiradda warshadaha baytariga tamarta ee hadda jira

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Tignoolajiyada Peng Shu Wareejinta hantida ee la soo jeediyay waxay ku hawlan tahay ganacsi dib u warshadaynta birta ee aan birta ahayn. Waqtigan xaadirka ah, A stock waxay leedahay in ka badan toban shirkadood oo ku hawlan dib u warshadaynta birta aan birta ahayn. Xagga waxqabadka, waxay ka faa&39;iidaysanaysaa dib-u-habaynta dhinaca sahayda.

Sannadka 2017, waxaa jira dib u soo kabasho suuq midab leh, qiimaha warshadaha dib-u-warshadaynta birta ee aan birta ahayn ayaa kor u kacday, shirkadda warshaduhu waxay leedahay waxqabad dhamaystiran. 2017, waxqabadka guud ahaan waxaa laga faa&39;iideystey dib u habaynta dhinaca sahayda, hoos u dhaca awooda warshadaha, rasaasta, naxaasta iyo qiimaha macdanaha kale. Shirkadda ay khusayso ayaa guud ahaan ku dhammaatay amarrada gacanta, qiimuhu wuu kordhay, faa&39;iidada guud ee warshadaha ayaa si xoog leh dib ugu soo laabatay.

Warbixinta sanadlaha ah ee Shiinaha ayaa muujisay in 2017, shirkadu waxay heshay dakhliga hawlgalka ee 2338 milyan yuan, korodhka 60% sanadka; faa&39;iidada saafiga ah ee uu leeyahay mulkiilaha shirkada waalidku waa 218 milyan yuan, korodhka sanadlaha ah ee 55% sanadba sanadka ka dambeeya. Kobaca waxqabadku wuxuu inta badan ku jiraa soo kabashada suuqa iyo ballaarinta awoodda wax-soo-saarka. Hoggaanka Yu Guangjin ayaa la filayaa inuu gaaro faa&39;iidada saafiga ah ee 2.

7 bilyan yuan ilaa 310 milyan yuan sanadka 2017, korodhka 53% -76% sanad kasta. Sababaha hormuudka u ah hawl-qabadka, shirkaddu waxay sheegtay in macdanta macdanta "lead" iyo qiimaha naxaasta ee shirkadu ay kor u kacday muddada warbixinta, isla markaana ay shirkaddu horumarisay wax-soo-saarka, iibka iyo kobaca qiimaha iyada oo loo marayo hal-abuurnimo tignoolajiyadeed iyo is-beddelku ka dhigayo hagaajinta waxqabadka. Yi Ball Resources 2017 waxay keentay faafitaanka waxqabadka.

Shirkaddu waxay filaysaa in wadarta guud ee faa&39;iidada saafiga ah ee 24.2,420.68 milyan yuan, 2016 ay gaadhay faa&39;iidada saafiga ah ee 258.

848,500 yuan. Kobaca waxqabadka 2017 ayaa inta badan sabab u ah kor u kaca iyo saamaynta tooska ah ee shirkaddu waxay leedahay suuq bir ah oo midab leh. Isla mar ahaantaana, soo kabashada warshaduhu waxay dhaqaajisaa warshadaha qalabka kor u kaca si ay u soo qaadaan.

Huahong Technology ayaa rajaynaysa in 2017, faa&39;iidada saafiga ah ay ahayd 110 milyan ilaa 1.13 bilyan yuan, korodhka sanadlaha ah ee 74.53% -106.

26%. Huahong Technology ayaa sheegtay in warshadaynta qalabka warshadaynta khayraadka dib-u-warshadaynta ay caddahay, shirkaduna ay ku filan tahay amarrada gacanta. Soo kabashada baytarigu meelo kulul sannadihii la soo dhaafay, baabuurta tamarta cusub ee tamarta ayaa si degdeg ah u horumaray, iyo baytariga korantada si tartiib tartiib ah u galay warbixinta xoogga leh.

Xogtu waxay muujineysaa in 2018, suuqa dib-u-warshadaynta batteriga qashinka uu gaari karo 5 bilyan yuan; 2020 ilaa 2023, cabirka dib-u-warshadaynta baytariyada tamarta qashinka ayaa sii kordhay ilaa 13.6 bilyan yuan ilaa 31.1 bilyan yuan.

Waxaa la fahamsan yahay in qiimaha baytarigu uu inta badan ku jiro cobalt, nikkel, iyo lithium. Waxaa ka mid ah, qiimaha cobalt-ka biraha ah ee mid ka mid ah agabka batteriga korantada ee wanaagsan ayaa ku jira kanaalada kor u kaca. Waqtigan xaadirka ah, celceliska qiimaha suuqa cobalt wuxuu ku saabsan yahay 650,000 yuan / ton, oo ku saabsan 540,000 yuan / ton ayaa kordhay bilowga sanadka, ku dhawaad ​​​​20%; in ka badan 290,000 yuan/tan qiimaha horraantii Febraayo 2017.

Intaa waxaa dheer, waxyaabaha ku jira birta sida nikkel iyo lithium ee ku jira baytariga ternary waa sarreeyaa, soo kabashadana waa sare. In kasta oo baytariga lithium phosphate aanu ku jirin bir dhif ah sida cobalt, nikkel, laakiin waxa ku jira lithium waxa ay gaadhaa 1.1%.

Waqtigan xaadirka ah, qiimaha karbonatka heerka baytari ee lithium ayaa kor u kacay, dib u warshadayntiisuna waa sarraysaa. Xaaladdan oo kale, shirkado badan oo liisan ah ayaa qaabeeya goobtan. Qorshaha go&39;an ee Greenmei waa la ansixiyay, shirkaduna waxay ku talo jirtaa inay kor u qaado 2.

95 bilyan yuan, oo loo isticmaalo in lagu kala diro mashruuca baakadka batteriga korontada, wareegta saddex-yuan walxaha hore ee alaabta ceeriin (60,000 tan / sannadkii), wareegga batteriga saddex mashruuc oo Yuan ah (30,000 tan / sannadkii), waxaa la filayaa in la gaaro faa&39;iido saafi ah 830 milyan yuan / sanad ka dib wax soo saarka buuxa. Guojin Securities waxa ay tilmaantay in dhismaha mashruucu uu ka caawiyo shirkadaha si ay u gaadhaan "soo-kabashada alaabta ceeriin-hordhaca wax-soo-saarka-wax-soo-saarka-soo-saarka batteriga" silsiladda warshadaha baytariyada lithium ee xiran. Waqtigan xaadirka ah, shirkaddu waxay leedahay 35,000 oo tan oo ah awoodda wax-soo-saarka hore ee saddex-yuan, 10,000 oo tan oo ah awoodda wax-soo-saarka wax-soo-saarka, qaybta elektiroonigga ah ee macaamiisha 10,000 oo tan oo awoodda wax-soo-saarka ah, awoodda hore ee muddada-dheer ee saddex-yuan waxay ka sarreysaa 100,000 tan, alaabta wanaagsan waxay ka badan tahay 60,000

Greenmei ayaa sheegay in madal is-dhexgalka maal-galiyaha, oo ah shirkad hormuud ah oo ay soo kabsatay baytariyada qashinka, shirkadu waxay dhistay lix saldhig oo warshadeed oo waaweyn, dib-u-warshadaynta sanadlaha ah ee 3,000-5000 tan oo birta cobalt ah, dib u soo kabashada sanadlaha ah ee kheyraadka cobalt oo dhaafsiisan suuqa Shiinaha. Falanqaynta Waxqabadku waxay muujinaysaa in awoodda wax-soo-saarka shirkaddu ay sii korodhay oo la sii daayay rubuci hore ee 2018, iyo mugga iibka ayaa kor u qaaday waxqabadka shirkadda. Waxaa la filayaa in faa&39;iidada saafiga ahi ay tahay 142 milyan yuan ilaa 1.

73 bilyan yuan rubuci hore, koror 40% -70% sanadba sanadka ka dambeeya.