Kungani amanani e-Lithium enyuke kakhulu?

Imayini yeLithium esifundazweni saseSichuan

Imoto entsha yamandla (i-NEV) kanye nemikhakha yokugcina amandla iqhume ngokuya ngesidingo semakethe kusukela ngo-Q4 2020, okuholele ekukhuleni okubonakalayo kwesidingo sezinto ezingavuthiwe ochungechungeni lwemboni yebhethri ye-lithium. I-Lithium carbonate, njengenye yezinto ezibalulekile zokusetshenziswa kwebhethri ye-lithium ion, nayo ithintwa kakhulu isidingo esikhulayo kulezi zimakethe ezisafufusa. Isidingo saseChina se-lithium carbonate sifinyelele ku-350,000 mt ngo-2021, senyuke ngo-60% YoY, ngokocwaningo lweSMM.

Ngakolunye uhlangothi, ukukhula komkhiqizo kasawoti we-lithium kukhawulelwe umjikelezo omude wokukhiqiza wezimayini ezikhuphukayo. Esimeni sokukhula okuqhubekayo kanye nesidingo esikhulayo, izintengo ze-lithium carbonate ne-lithium hydroxide zikhuphuka njalo. Kusukela ngo-February 2022, inani elimaphakathi le-lithium carbonate ebangeni lebhethri nelezinga lezimboni likhuphuke lisuka ku-62,000 yuan/mt kanye no-59,000 yuan/mt ngokulandelanayo ekuqaleni kuka-2021 laya ku-403,000 yuan/mt kanye no-389,000 yuan/mt ukuqoshwa okukhulu, ama-544% nama-552% ngokulandelana kulesi sikhathi.

Okwe-lithium carbonate, njengezinto ezisetshenziswayo ezibalulekile zezinto ezine ezinkulu ezisebenzayo (ama-CAM), amanani akhuphukayo e-lithium carbonate ehlise nezindleko zama-CAM, ngemuva kwalokho aphakamisa amanani emikhiqizo eqediwe.

amanani entengo e-lithium akhuphukile ngokungafani kwesidingo nokunikezwa. Futhi ingxenye kasawoti we-lithium ezindlekweni eziphelele zama-CAM kusukela ngalo Febhuwari ikhule ngokusobala kusukela ekuqaleni kuka-2021, yaze yaqopha inzuzo ecishe ibe yi-10% kusukela ngoDisemba 2021. Ngakho-ke, ukusetshenziswa kahle kwezimali kube kuphansi kakhulu, okwenza kube nzima kakhulu kwezinye izinkampani ezisezingeni eliphakathi nezincane ukuthi ziphile.

Izintengo zikasawoti we-lithium zikhule zafinyelela phezulu ku-450,000 yuan/mt kusukela maphakathi noFebhuwari 2022, futhi zilokhu zikhuphuka cishe ngamayuan ayi-10,000 ngosuku. Ngasohlangothini lokuhlinzekwa, ezinye izinkampani ze-lithium carbonate ziphinde zaqala kabusha ukukhiqizwa kusukela eholidini Lonyaka Omusha WaseShayina, futhi ukunikezwa kungenzeka kuthathe kancane. Isidingo sona silinganiselwa ku-6% ngoFebhuwari. Noma kunjalo, isidingo esivela kuma-CAM amane amakhulu sisesezingeni eliphezulu, ngakho-ke amanani e-lithium carbonate kulindeleke ukuthi akhuphuke kakhulu.