Betri ea lithium e tjhaja nako e kae?

著者：Iflowpower – Olupese Ibusọ Agbara to ṣee gbe

Ka la 6 Loetse, mohopolo oa betri ea lithium-ion o boetse o matlafetse. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) le metšoasong e meng, lithium-ion battery seizure star stock Tianqi Lithium industry (002466.6) Keketseho ea %.

Ha ho koaloa, indasteri ea lithium ea Tianqi e theohetse ho 2.09%. Ebile, lekala la betri ea lithium-ion le na le tšepo ka &39;maraka.

Ho tloha bofelong ba Phato, setoko sa mohopolo oa betri ea lithium-ion se entse ts&39;ebetso e matla khafetsa. Ho ea ka lipalo-palo, ho na le litheko tsa morao-rao tsa lithium-ion battery concept stock ho theha e ncha e phahameng ka selemo. Ho tloha sehokelong se ka holimo, ho ea ka setsebi sa mohlahlobi, tlhahiso ea malapeng e mengata ea carbonate, ho akarelletsa le indasteri ea lithium ea Tianqi, ho kenyelletsa le thibelo ea tšireletso ea tikoloho, tlhahiso e sa lekaneng ea lithium carbonate, phepelo e fokolang.

Ka nako e ts&39;oanang, lisebelisoa tse ntle tsa malapeng le litaelo tsa fektheri ea betri li lekane, &39;me lihlahisoa li ntse li le holimo,&39; me lithium carbonate e matla. Lintlha li bonts&39;a hore carbonate ea boemo ba betri e nyoloha ho tloha ho limilione tse 102 / lithane bekeng e fetileng ho ea ho 160,500 / ton ea morao-rao; carbonate ea boemo ba indasteri e nyolohetse ho 130,000 / ton bekeng e fetileng ho isa ho 142,500 / ton ea morao-rao. &39;Me theko ea cobalt e ntse e phahama, ho fihlela ho 437,500 / ton bekeng e fetileng ho isa ho 450,000 / ton ea morao-rao.

Lintho tse ngata tse tala tse holimo li fetohile tse ntle halofo ea pele ea selemo, hammoho le lithium carbonate, theko ea cobalt e ntse e phahama, &39;me maraka a lebeletsoe. Bahlahlobisisi ba indasteri ea mebala ea Shen Wanhongyuan ba boletse hore e tla tsoelapele ho ntlafatsa indasteri e ncha ea matla, e khetha lithium, lisebelisoa tsa makenete, sulfate, jj. Ho tloha bohareng, indasteri ea betri ea lithium-ion e ntse e tsoela pele ho ea boemong ba maemo, boits&39;oaro le bohlale; ho hlodisana le tlhodisano e hlokang taolo.

Ho ea ka elektronike e ncha indasteri mohlahlobisisi, tlhahiso e ncha ea lithium leshala ka 2017 feta 40GWH, hakanngoa ho ea ka mong le e mong GWH 5-6 limilione tse likete tse, &39;me le dipeeletso tsa tsamaisanang le katoloso ea tlhahiso ka 2017 (ho kenyeletsoa lilemo tse peli kapa tse tharo tse latelang) ke 200-300 limilione tse likete (kapa ka holimo). Nakong ea nts&39;etsopele ena, lik&39;hamphani tsa lisebelisoa tsa betri tsa lithium-ion le likhamphani tsa lisebelisoa tsa tlhahlobo ea betri ea lithium-ion li na le tšepo e kholo. Ke habohlokoa ho hlokomela hore selemong sena, leano le letle la likoloi tse ncha tsa motlakase le ntse le phethoa ka mokhoa o tsoelang pele, o tla lula o tšehetsoa ke mohloli oa phepelo ea liindasteri tsa betri tsa lithium-ion.

Haufinyane tjena, Lekala la Indasteri le Theknoloji ea Boitsebiso le phatlalalitse sehlopha sa bo12 sa mefuta e mecha ea likoloi tsa matla bakeng sa likoloi tse sa lefelloeng, &39;me lik&39;hamphani tse ngata tse thathamisitsoeng li ile tsa khethoa. Ho latela lipatlisiso tsa mohlahlobi oa indasteri ea likoloi mabapi le mabenkele a macha a mabenkele a matla a likoloi Beijing, selikalikoe sa bapalami ka Phato se ntse se phahama ho feta. E theotsoe ho tsoa phihlelong e amanang le selemo, hangata thekiso ea likoloi tse ncha tsa matla karolong ea bone e nkile hoo e ka bang 40%, kahoo ho na le litaba tse monate mabapi le lintlha tse ncha tsa koloi ea matla.

Haufinyane tjena, pitso ea kopano, lintlha tsa tšebeliso ea mafura le lintlha tse ncha tsa matla ho Anxin Securities Electricity, li lokela ho ela hloko. Ho tsebahatsa, lintlha tsa tšebeliso ea mafura le sistimi e ncha ea lintlha tse tsamaisanang le matla li bua ka boiphihlelo bo loketseng California, USA. E le ho sebetsana ka katleho le indasteri e ncha ea likoloi tsa matla, Chaena e tsoela pele ho boloka tsoelo-pele e tsitsitseng.

Litlhaloso tse amanang le tsona li phatlalalitsoe ka September selemong se fetileng, tse bakang khang e kholo indastering, &39;me litlhaloso li fetotsoe. Hajoale, maikutlo a indasteri a lumela hore pholisi e kanna ea chechisa ts&39;ebetso. Litsebi tse amehang tsa likoloi tse ncha tsa matla li lumela hore leano lena la lintlha le bohlokoa haholo nalaneng ea likoloi tse ncha tsa matla, le tla kengoa tšebetsong.

Ho lebelletsoe hore lik&39;hamphani tse ncha tsa likoloi tsa motlakase tsa China li tla fetoha morekisi oa &39;maraka oa kopanyo nakong e tlang, karolo ena e lokela ho tlisa chelete ea bohlokoa ho bona. Ho ea ka pono ea leano, maano a macha a likoloi tsa motlakase, ho kenyeletsoa le litsamaiso tse kopaneng tse peli li lebelletsoe ho hlophisoa halofong ea bobeli ea 2017. Leano la 2018 la koloi e ncha ea matla e tla ba nakong e sa lekanyetsoang ea botsitso.

Ho phaella moo, leano la lithuso le ameha, karolo ea phepelo ea koloi e ncha ea matla ka 2018 e tla boela e be teng, &39;me tlhahiso le thekiso li tla tiisetsoa. Ho ipapisitsoe le ts&39;epo ea nako e telele mabapi le indasteri e ncha ea likoloi, litsebi tse ncha tsa indasteri ea likoloi le tsona li ntlafatsa mohala oa mantlha oa li-yuan tse tharo tse ntle tsa betri tse etellang pele le likhamphani tsa lisebelisoa tse holimo le matsete a mang. Ho ea ka pono ea li-stock, Xingye Securities e lumela hore setoko se ka ela hloko mela e &39;meli e meholo: Ea pele, mehloli e holimo ha se phokotso ea theko, ela hloko Tianqi Qi Qiyu, 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares00), joalo-joalo.

; phepelo ea thepa lefatšeng ka bophara, ela hloko likarolo tse ncha (002812), likarolo tsa Hongfa (600885), taolo ea matona a lipalesa tse tharo (002050), Guoxuan Gaoke (002074). .