Hobaneng litheko tsa Lithium li nyolohile?

Moepo oa Lithium Profinseng ea Sichuan

Koloi e ncha ea matla (NEV) le likarolo tsa polokelo ea matla li phatlohile ho latela tlhoko ea 'maraka ho tloha Q4 2020, e leng se bakileng kholo e hlakileng ea tlhokahalo ea lisebelisoa tse tala indastering ea betri ea lithium. Lithium carbonate, e le e 'ngoe ea lisebelisoa tsa bohlokoa bakeng sa betri ea lithium ion, e boetse e angoa haholo ke tlhokahalo e ntseng e eketseha mebarakeng ena e ntseng e hola. Tlhokahalo ea China ea lithium carbonate e fihlile ho 350,000 mt ka 2021, ho fihla ho 60% YoY, ho latela lipatlisiso tsa SMM.

Ka lehlakoreng le leng, kholo ea tlhahiso ea letsoai la lithium e thibetsoe ke potoloho e telele ea tlhahiso ea pheletso ea merafo e holimo. Boemong ba kholo e tsitsitseng le tlhokahalo e ntseng e eketseha, litheko tsa lithium carbonate le lithium hydroxide li nyoloha ho ea holimo. Ho tloha ka Hlakola 2022, karolelano ea theko ea lithium carbonate ea boemo ba betri le liindasteri e nyolohile ho tloha ho 62,000 yuan/mt le 59,000 yuan/mt ka ho latellana qalong ea 2021 ho isa ho 403,000 yuan/mt le 389,000 yuan/mt ea 544% le 552% ka ho latellana nakong ena.

Bakeng sa lithium carbonate, e le thepa e tala e hlokahalang bakeng sa lisebelisoa tse 'nè tse kholo tsa cathode (CAM), litheko tse ntseng li phahama tsa lithium carbonate li fokolitse litšenyehelo tsa li-CAM, ka mor'a moo tsa phahamisa litheko tsa lihlahisoa tse felileng.

Litheko tsa lithium li eketsehile ka ho se lumellane ha tlhokahalo le phepelo. 'Me karolo ea letsoai la lithium ka litšenyehelo tsohle tsa li-CAM ho tloha ka Pherekhong ena e holile ka mokhoa o hlakileng ho tloha qalong ea 2021, mme e bile e tlaleha phaello ea hoo e ka bang 10% ho tloha ka December 2021. Ka hona, ts'ebeliso ea ts'ebeliso ea capital e tlase haholo, e leng se thatafalletsang lik'hamphani tse ling tse mahareng le tse nyane ho phela.

Litheko tsa letsoai la lithium li nyolohetse holimo ho 450,000 yuan/mt ho tloha bohareng ba Hlakola 2022, 'me li lula li nyoloha ka li-yuan tse ka bang 10,000 ka letsatsi. Ka lehlakoreng la phepelo, lik'hamphani tse ling tsa lithium carbonate li tsoetse pele tlhahiso ho tloha matsatsing a phomolo a Selemo se Secha sa Chaena, 'me phepelo e kanna ea nka hanyane. Ka lehlakoreng le leng, tlhoko e hakanngoa hore e tla theoha 6% ka Hlakola. Leha ho le joalo, tlhoko e tsoang ho li-CAM tse 'ne tse kholo e ntse e le maemong a holimo, ka hona litheko tsa lithium carbonate li lebelletsoe ho nyoloha ho feta.