Ingaba ibhetri ye-lithium itshaja ixesha elingakanani?

作者：Iflowpower – Kaasaskantava elektrijaama tarnija

Ngomhla we-6 Septemba, i-lithium-ion ingcamango yebhetri ye-stocks iphinde yomeleza. Izabelo zeNagawa (300198), izabelo ze-Xionng (002733), i-Cold Cobalt Industry (300618), i-Decisive Technology (300073), i-Jinyin River (300619) kunye nezinye izitokhwe, i-lithium-ion battery seizure star stock Tianqi Lithium industry (002466) Ukwanda kwe-5%.

Njengoko kuvala, imboni ye-lithium ye-Tianqi iye yehla ukuya kwi-2.09%. Ngapha koko, icandelo lebhetri ye-lithium-ion linethemba malunga nentengiso.

Ukususela ekupheleni kuka-Agasti, i-lithium-ion battery concept stock iye yasebenza ngokuphindaphindiweyo ukusebenza okuqinileyo. Ngokwezibalo, kukho amaxabiso ebhetri ye-lithium-ion yakutsha nje ukwenza i-stock ephezulu enyakeni. Ukusuka kwikhonkco elinyukayo, ngokutsho kwegcisa lomhlalutyi, imveliso yasekhaya emininzi ye-carbonate, kubandakanywa imboni ye-lithium ye-Tianqi, kubandakanywa uthintelo lokukhusela indalo, ukuveliswa okwaneleyo kwe-lithium carbonate, ukubonelela okulinganiselwe.

Ngelo xesha, izinto ezintle zasekhaya kunye nee-odolo zefektri yebhetri zanele, kwaye imveliso isephezulu, kwaye i-lithium carbonate yomelele. Idatha ibonisa ukuba i-carbonate-level level carbonate iphakama ukusuka kwi-102 yezigidi / iitoni ngeveki edlulileyo ukuya kwi-160,500 / ton yakutshanje; I-carbonate grade grade yenyuka yaya kwi-130,000 / ton kwiveki ephelileyo ukuya kwi-142,500 / toni yamva nje. Kwaye ixabiso le-cobalt liyaqhubeka nokunyuka, ukuya kwi-437,500 / ton kwiveki ephelileyo ukuya kwi-450,000 / ton yakutshanje.

Izinto ezininzi ezinyukayo eziluhlaza ziye zaba zintle kwisiqingatha sokuqala sonyaka, kunye ne-lithium carbonate, amaxabiso e-cobalt aqhubeka nokunyuka, kwaye imarike ilindeleke. Abahlalutyi bemizi-mveliso yemibala ye-Shen Wanhongyuan bathi iya kuqhubeka nokwandisa imboni yamandla amatsha, ikhetha i-lithium, izinto eziphathekayo, i-sulfate, njl. Ukusuka embindini, imboni yebhetri ye-lithium-ion ihambela kumgangatho, i-automation kunye nobukrelekrele; ukukhuphisana kukhuphiswano olungalungelelananga.

Ngokutsho komhlalutyi wecandelo elitsha lombane, imveliso entsha yebhetri ye-lithium ngo-2017 idlule i-40GWH, iqikelelwa ngokwe-GWH nganye 5-6 yezigidigidi, kwaye utyalo-mali oluhambelana nokwandiswa kwemveliso kwi-2017 (kubandakanywa kwiminyaka emibini okanye emithathu ezayo) yi-200-300 yezigidigidi (okanye ngaphezulu). Ngelixa lophuhliso, iinkampani ze-lithium-ion zebhetri ye-automation kunye neenkampani zokuvavanya ibhetri ye-lithium-ion zinethemba ngakumbi. Kuyafaneleka ukuba uqaphele ukuba kulo nyaka, umgaqo-nkqubo oncomekayo wezithuthi ezitsha zamandla ezisezantsi ziye zagqitywa ngokuqhubekayo, eziza kuxhaswa rhoqo ngumthombo wokubonelela nge-lithium-ion battery industries.

Kutshanje, iSebe lezoShishino kunye neTekhnoloji yezoLwazi libhengeze ibhetshi ye-12 yeemodeli zezithuthi zamandla amatsha ekukhululweni kwezithuthi, kwaye iinkampani ezininzi ezidwelisiweyo zakhethwa. Ngokophando lomhlalutyi weshishini lemoto kwiivenkile ezithengisa iimoto zamandla amatsha eBeijing, umsesane wabakhweli ngo-Agasti uyanyuka ngokwenene. Ukucwiliswa kumava anxulumene nonyaka, ngokubanzi ukuthengiswa kweemoto zamandla amatsha kwikota yesine kubalelwa malunga ne-40%, ngoko kukho iindaba ezilungileyo malunga nedatha yemoto yamandla amatsha.

Kungekudala, umnxeba wenkomfa, amanqaku okusetyenziswa kwamafutha kunye namanqaku amatsha amandla kwi-Anxin Securities Electricity, kuyafaneleka ukuba ubeke ingqalelo. Ukubhengezwa, iindawo zokusetyenziswa kwepetroli kunye nenkqubo yamanqaku amatsha ahambelanayo abhekisa kumava afanelekileyo eCalifornia, eU.SA. Ukuze ukwazi ukumelana neshishini elitsha leemoto zamandla, iChina iyaqhubeka nokugcina uphuhliso oluzinzileyo.

Izimvo ezihambelanayo ziye zabhengezwa ngoSeptemba kulo nyaka uphelileyo, kubangela ingxabano enkulu kwishishini, kwaye izimvo zitshintshiwe. Okwangoku, imbono yeshishini ikholelwa ukuba umgaqo-nkqubo unokuhlehlisa ukubulawa. Iingcali ezifanelekileyo zemoto zamandla amatsha zikholelwa ukuba lo mgaqo-nkqubo wamanqaku ubaluleke kakhulu kwimbali yezithuthi zamandla amatsha, uya kuphunyezwa.

Kulindeleke ukuba iinkampani ezintsha zemoto zamandla e-China ziya kuba ngumthengisi wemarike yokudibanisa kwixesha elizayo, esi siqwenga kufuneka sizise ingeniso ebalulekileyo kubo. Ngokombono womgaqo-nkqubo, imigaqo-nkqubo yemoto yamandla amatsha, kubandakanywa iinkqubo ezimbini ezidibeneyo kulindeleke ukuba zilungiswe kwisiqingatha sesibini se-2017. Umgaqo-nkqubo omtsha we-2018 wesithuthi samandla uya kuba kwixesha elingazange libonwe ngaphambili lokuzinza.

Ukongezelela, umgaqo-nkqubo wenkxaso-mali uyachaphazeleka, icala lokubonelela ngemoto entsha yamandla kwi-2018 iya kuphinda iphinde iphinde iphinde iphinde iphinde ivelise kunye nokuthengisa. Ngokusekwe kwithemba elizinzileyo lexesha elide malunga neshishini leemoto zamandla amatsha, iingcali zeshishini leemoto zamandla amatsha nazo zandisa umgca ophambili webhetri ye-yuan emithathu ekhokelayo kunye neenkampani zemithombo yobutyebi kunye nolunye utyalo-mali. Ukususela kumbono we-stocks, i-Xingye Securities ikholelwa ukuba isitokhwe sinokuqwalasela imigca emibini ephambili: Okokuqala, izixhobo ezinyukayo azikho ukunciphisa ixabiso, nikela ingqalelo kwi-Tianqi Qi Qiyu, i-锋 业业 (002460), i-Huayou Cobalt Industry (603799), i-Nord Shares0001, njl.

; ikhonkco lonikezelo oluqhelekileyo lwehlabathi, nikela ingqalelo kwizabelo ezintsha (002812), izabelo zeHongfa (600885), ulawulo lweentyatyambo ezintathu (002050), Guoxuan Gaoke (002074). .