Waa maxay sababta qiimaha Lithium-ka uu cirka isku shareeray?

Macdanta Lithium ee ku taal gobolka Sichuan

Baabuurka tamarta cusub (NEV) iyo waaxaha kaydinta tamarta ayaa dillaacay marka loo eego baahida suuqa ee Q4 2020, taasoo keentay kobac la taaban karo ee baahida alaabta ceeriin ee silsiladda warshadaha baytariga lithium. Lithium carbonate, sida mid ka mid ah alaabta ceeriin ee muhiimka ah ee baytariyada lithium ion, ayaa sidoo kale si weyn u saameeya baahida sii kordheysa ee suuqyadan soo koraya. Baahida Shiinaha ee kaarboon-karbonateed waxay gaartay 350,000 mt sanadka 2021, ilaa 60% YoY, sida laga soo xigtay cilmi baarista SMM.

Dhanka kale, kobaca wax soo saarka milixda ee lithium waxaa xaddiday wareegga wax soo saarka ee dheer ee dhamaadka macdanta sare. Xaaladda koritaanka joogtada ah iyo baahida kor u kaca, qiimaha lithium carbonate iyo lithium hydroxide ayaa kor u kacaya dhammaanba. Laga bilaabo Febraayo 2022, celceliska qiimaha heerka batteriga iyo heerka warshadaha lithium carbonate wuxuu ka kacay 62,000 yuan/mt iyo 59,000 yuan/mt siday u kala horreeyaan bilowgii 2021 ilaa 403,000 yuan/mt iyo 389,000 yuan/mt, kor u kaca 544% iyo 552% siday u kala horreeyaan muddadan.

Lithium carbonate, oo ah alaabta ceeriin ee lagama maarmaanka u ah afarta maaddooyinka firfircoon ee cathode ee waaweyn (CAMs), sicirka sare u kaca ee carbonate litium ayaa sidoo kale kor u qaaday kharashyada CAM-yada, ka dibna kor u qaaday qiimaha alaabta la dhammeeyey.

Qiimaha lithium-ka ayaa cirka isku shareeray iyada oo baahida iyo saadka ay is-waayeen. Iyo saamiga milixda lithium ee wadarta kharashyada CAM-yada laga soo bilaabo bishan Feebaraayo ayaa si aad ah u koray laga bilaabo bilowga 2021, oo xitaa la diiwaangeliyay faa'iido ku dhow 10% laga bilaabo Disembar 2021. Sidan oo kale, waxtarka isticmaalka raasumaalka ayaa ahaa mid aad u hooseeya, taas oo ka dhigaysa mid aad u adag in shirkadaha dhexdhexaadka ah iyo kuwa yar yar ay sii noolaadaan.

Qiimaha milixda Lithium-ku waxa uu gaadhay mid sare oo ah 450,000 yuan/mt badhtamihii February 2022, waxana uu kor u kacayaa ku dhawaad ​​10,000 yuan maalintii. Dhinaca sahayda, qaar ka mid ah shirkadaha kaarboonka lithium-ka ayaa dib u bilaabay wax soo saarka fasaxa sanadka cusub ee Shiinaha, sahayduna waxay u badan tahay inay wax yar soo qaadato. Baahida, dhanka kale, waxaa lagu qiyaasay inay hoos u dhacday 6% bisha Febraayo. Si kastaba ha ahaatee, baahida afarta CAM ee waaweyn ayaa weli ku jirta heer sare, sidaas awgeed qiimaha lithium carbonate ayaa la filayaa inuu kordho.