Ibhethri ye-lithium ishaja isikhathi esingakanani?

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NgoSepthemba 6, amasheya womqondo webhethri we-lithium-ion aphinde aqina. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) kanye nezinye amasheya, lithium-ion battery seizure star stock Tianqi Lithium industry (002466) Ukwanda kwe-%.

Kusukela kuvalwa, imboni ye-lithium ye-Tianqi yehle yaya ku-2.09%. Eqinisweni, imboni yebhethri ye-lithium-ion inethemba ngemakethe.

Kusukela ekupheleni kuka-Agasti, isitokwe sebhethri ye-lithium-ion senze ngokuphindaphindiwe ukusebenza okuqinile. Ngokusho kwezibalo, kunezintengo zesitoko zakamuva zebhethri ye-lithium-ion ukudala ukuphakama okusha onyakeni. Kusukela kusixhumanisi esikhuphuka nomfula, ngokomculi ongumhlaziyi, ukukhiqizwa kwe-carbonate eminingi yasekhaya, okuhlanganisa imboni ye-lithium ye-Tianqi, okuhlanganisa ukuvinjelwa kokuvikelwa kwemvelo, ukukhiqizwa okunganele kwe-lithium carbonate, ukunikezwa okulinganiselwe.

Ngesikhathi esifanayo, izinto ezifuywayo ezinhle zasekhaya kanye nama-oda wefekthri yebhethri anele, futhi okukhiphayo kusephezulu, futhi i-lithium carbonate inamandla. Idatha ibonisa ukuthi izinga lebhethri le-carbonate likhuphuka lisuka ku-102 million / ton ngesonto eledlule liye ku-160,500 / ton yakamuva; I-carbonate yezinga lezimboni ikhuphuke yafinyelela ku-130,000 / ton ngesonto eledlule yaya ku-142,500 / ton yakamuva. Futhi intengo ye-cobalt iyaqhubeka nokukhuphuka, ifinyelela ku-437,500 / ton ngesonto eledlule kuya ku-450,000 / ton yakamuva.

Izinto eziningi zokusetshenziswa ezikhuphuka nomfula sezibe zinhle engxenyeni yokuqala yonyaka, kanye ne-lithium carbonate, amanani e-cobalt ayaqhubeka nokukhuphuka, futhi imakethe ilindelwe. Abahlaziyi bezimboni ezinemibala kaShen Wanhongyuan bathi izoqhubeka nokwenza kahle imboni yamandla entsha, ikhetha i-lithium, izinto ezisebenza kazibuthe, i-sulfate, njll. Kusukela phakathi nendawo, imboni yebhethri ye-lithium-ion iqhubekela ekumisweni, i-automation kanye nobuhlakani; ukuncintisana nokuncintisana okungahlelekile.

Ngokusho komhlaziyi wemboni entsha ye-elekthronikhi, ukukhiqizwa okusha kwebhethri ye-lithium ngo-2017 kudlule i-40GWH, kulinganiselwa ngokusho kwe-GWH ngayinye 5-6 billion, kanye nokutshalwa kwezimali okuhambisana nokwandiswa kokukhiqiza ngo-2017 (kuhlanganise neminyaka emibili noma emithathu elandelayo) yi-200-300 billion (noma ngaphezulu). Ngalesi ntuthuko, izinkampani zemishini yebhethri ye-lithium-ion kanye nezinkampani zemishini yokuhlola ibhethri ye-lithium-ion zinethemba elikhulu. Kuyaphawuleka ukuthi kulo nyaka, inqubomgomo enhle yezimoto ezintsha zamandla eziwela phansi iye yaqedwa ngokuqhubekayo, ezohlala isekelwa umthombo wokuhlinzeka ngezimboni zebhethri ze-lithium-ion.

Muva nje, uMnyango Wezimboni Nobuchwepheshe Bolwazi umemezele iqoqo le-12 lamamodeli ezimoto zamandla amasha ezimotweni ezingakhululiwe, futhi kwakhethwa izinkampani eziningi ezisohlwini. Ngokocwaningo lomhlaziyi wemboni yezimoto ezitolo ezidayisa izimoto zamandla amasha e-Beijing, indandatho yabagibeli ngo-Agasti iyakhuphuka ngempela. Ngokucwiliswa kokuhlangenwe nakho okuhlobene nonyaka, ngokuvamile ukuthengiswa kwezimoto zamandla amasha engxenyeni yesine kubalele cishe u-40%, ngakho-ke kunezindaba ezinhle mayelana nedatha yemoto yamandla amasha.

Muva nje, ucingo lwengqungquthela, amaphuzu okusetshenziswa kukaphethiloli kanye namaphuzu amasha wamandla ku-Anxin Securities Electricity, kufanelekile ukunakwa. Ukudalula, izindawo zokusetshenziswa kukaphethiloli kanye nesistimu entsha yamaphoyinti wamandla ahambisanayo kubhekisela kokuhlangenwe nakho okuhlobene kwase-California, USA. Ukuze ikwazi ukubhekana nemboni entsha yezimoto zamandla, iChina iyaqhubeka nokugcina intuthuko ezinzile.

Ukuphawula okuhlobene kumenyezelwe ngoSepthemba wonyaka odlule, okwadala impikiswano enkulu embonini, futhi ukuphawula kushintshiwe. Njengamanje, umbono wemboni ukholelwa ukuthi inqubomgomo kungenzeka ihlehlise ukubulawa. Ochwepheshe abafanelekile bezimoto zamandla amasha bakholelwa ukuthi le nqubomgomo yamaphuzu ibaluleke kakhulu emlandweni wezimoto ezisebenza ngamandla amasha, izosetshenziswa.

Kulindeleke ukuthi izinkampani zezimoto zamandla amasha ezijwayelekile eChina zibe umthengisi wemakethe yokuhlanganisa esikhathini esizayo, lesi siqeshana kufanele silethe imali ebalulekile kubo. Ngokombono wenqubomgomo, izinqubomgomo ezintsha zezimoto zamandla, okuhlanganisa nezinhlelo ezihlangene ezimbili kulindeleke ukuthi zicushwe engxenyeni yesibili yonyaka wezi-2017. Inqubomgomo entsha yezimoto zamandla ka-2018 izoba sesikhathini sokuzinza okungakaze kubonwe ngaphambili.

Ngaphezu kwalokho, inqubomgomo yoxhaso iyathinteka, uhlangothi lokuhlinzekwa kwemoto entsha yamandla ngo-2018 luzophinda futhi, futhi ukukhiqizwa nokuthengisa kuzoqinisekiswa. Ngokusekelwe ethembeni lesikhathi eside eliqhubekayo mayelana nemboni yezimoto zamandla amasha, ochwepheshe abasha bemboni yezimoto zamandla baphinde bathuthukise ulayini oyinhloko wama-yuan amathathu abalulekile ebhethri aholayo kanye nezinkampani zezinsiza ezikhuphukayo nokunye ukutshalwa kwezimali. Ngokombono wamasheya, i-Xingye Securities ikholelwa ukuthi isitoko singanaka imigqa emibili eyinhloko: Okokuqala, izinsiza ezikhuphuka nomfula azizona ukwehla kwentengo, qaphela u-Tianqi Qi Qiyu, the 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares (601), njll.

; uchungechunge lokunikezela olujwayelekile lomhlaba, naka amasheya amasha (002812), amasheya e-Hongfa (600885), ukulawulwa kongqongqoshe bezimbali ezintathu (002050), u-Guoxuan Gaoke (002074). .