Hāʻule 10,000 yuan i ka lā!He emi koʻikoʻi nā kumukūʻai lithium carbonate!
I kēia mau lā, ua hāʻule nui nā kumukūʻai o ka lithium carbonate o ka pākaukau -level.Ma ka lā 26 o Kekemapa, ua hāʻule nui nā mea pākaukau lithium i ke kumukūʻai o nā pākahi lithium.Ua hāʻule ke kumu kūʻai maʻamau o ka pākaukau lithium carbonate mai 549,000 yuan/ton i ka pule i hala a hiki i 531,000 yuan/ton, a ua hāʻule ke kumu kūʻai maʻamau o ka lithium carbonate industrial-grade mai ka 518,000 yuan/ton i ka pule i hala a 499,000 yuan/ton.
Ua hoʻomaopopo ʻia mai ka hopena o Nowemapa, ua hoʻomaka ka emi ʻana o ke kumukūʻai o ka pākaukau lithium, a ua hāʻule ka awelika o ka pākaukau -grade lithium carbonate a me ka ʻenehana lithium carbonate i ʻoi aku ma mua o 20 mau lā!
He aha i hana ai?E pau ana ka mākeke lithium carbonate no ka wā pau ʻole?Pehea ka lōʻihi o ka emi ʻana?
Wahi a ka ʻikepili hui pāʻoihana, mai ka hoʻomaka ʻana o Nowemapa, ua hōʻike ke kumukūʻai o ka lithium carbonate i kahi hiʻohiʻona nui i lalo, i hāʻule mua mai 580,000 yuan / ton i 510,000 yuan / ton.Ua hāʻule i ka 510,000 yuan/ton, a aia ka manaʻo e hoʻomau i ka ʻimi.
Kumukuai kapu!Hoʻopau i ke kālā kālā!Ua hāʻule ke kumukūʻai i kahi hopena mua?
Pono wau e kanikau he ʻelua lā hau a me ke ahi kēia mākeke.ʻO ke kumu kūʻai o ka mahina i hala aku nei aia i ka piko o 600,000 yuan / ton, akā i kēia manawa ʻo ia kēia hiʻohiʻona.
Nā kulekele: pāpā i ka hoʻokiʻekiʻe kumu kūʻai.Ma ka lā 18 o Nowemapa, ua hoʻopuka ke Keʻena Nui o ka Ministry of Industry and Information Technology a me ka General Office of the State Administration of Market Supervision and Administration i ka "Notice on doing a Better Stable Development of Lithium -ion Battery Industry Chain Supply Chain" (ma hope aʻe nei. i kapa ʻia ʻo "Notice") i kuhikuhi ʻia e hoʻoikaika nā keʻena kiaʻi mākeke i ka nānā ʻana, e noiʻi pono a hoʻopaʻi i ka upstream a me lalo o ka ʻoihana pākaukau lithium e hoʻopaʻa i nā kumukūʻai ʻē aʻe, hoʻokiʻekiʻe ʻia, a me ka hoʻokūkū kūpono ʻole e mālama i ke kauoha mākeke.
ʻOihana: Hoʻopau i ke kālā.No ka ʻoihana ikehu hou, ʻo kēia makahiki nō hoʻi ka makahiki hope loa o ke kākoʻo kālā a ke aupuni no nā kaʻa ikehu hou, a he ʻuʻuku ka hiki ke hoʻonui hou ʻia.Hoʻopilikia ka maʻi maʻi hou i kēia makahiki i ka pae hoʻohana o ka mea kūʻai aku i kekahi ʻano, a ke kākoʻo ʻia ke kaʻina tram e ke aupuni.lohi.
ʻO ka helu kuhi?Ke hoʻonui nei nā ʻoihana i ka hana pupule!
Mai kēia hiʻohiʻona, ʻike ʻia ua hiki mai ka wahi inflection o ka mākeke lithium carbonate, akā ua ʻike ʻo Guanghua Jun he nui nā hui e hoʻokomo pupule nei i ka hana.He ʻokoʻa ko lākou manaʻo no ka lithium carbonate!
Wahi a ka Greater Mining Industry Announcement, ke manaʻo nei ka hui, Guocheng Holdings, Shanghai Jinyuan Sheng, a me Jingcheng Investment e hoʻokomo i ke kūlanakauhale ʻo Chifeng, Inner Mongolia, e hoʻokomo i nā papahana e like me ka hoʻomohala ʻana i nā kumu waiwai mineral a me ka hoʻomohala ʻana i ka ikehu hou.ʻO 100 miliona yuan, e hana ana i kahi paka ʻoihana "haʻahaʻa -carbon" i loko o ke kaulahao ʻoihana piha o ka pā lithium.Hoʻolālā ka papa hana ʻoihana e kūkulu i ʻewalu mau papahana, ʻo ia hoʻi nā papahana hana lithium carbonate, nā papahana paʻakai lithium ʻē aʻe, nā papahana hoʻomohala ʻenehana mana hou, nā pāhana hana waiwai maikaʻi o ka pākaukau, 100,000 tons o nā mea hana graphite maikaʻi ʻole i hoʻohui ʻia, 10GWH lithium pāhana hana hana, pākaukau. ʻO nā papahana Pack Pack Investment me nā kikowaena mana mālama ikehu lehulehu, a me nā keʻena hoʻopukapuka a me nā wahi pani.
Eia naʻe, ua hoʻopili nā mea hoʻolaha i kekahi mau hui lithium.Ke manaʻoʻiʻo nei nā ʻoihana aia ke kumukūʻai o ka pākaukau lithium carbonate ma kahi kiʻekiʻe.Ua ʻōlelo pū ʻo Ganfeng Lithium i ka lā 21 Dekemaba e hana mau ana ke kumukūʻai o ka lithium carbonate i kēia manawa, a ke manaʻoʻiʻo nei ka hui he mea maʻamau kēia fluctuations.
"Ke manaʻo nei mākou ʻaʻole i hiki mai ka helu inflection o kēia manawa.ʻOiai e loli iki ke kumukūʻai o ka lithium carbonate, ʻaʻole nui ka hopena i ka ʻoihana.Ua ʻōlelo ʻo Fu Neng Technology ʻo ke kumukūʻai o ka lithium lithium carbonate ma kahi o 300,000 yuan / ton.I kēia manawa Aia ke kumukūʻai ma kahi o 500,000 yuan / ton, a aia nō ia ma kahi kiʻekiʻe, me ka hopena liʻiliʻi o ka emi iki.
Ahea e hiki mai ai ka huli ana?Ma hea wau e hele ai ma hope o ka hahai ʻana?
ʻO kaʻoiaʻiʻo, ma waho aʻe o ka mana o ka hype market, ke kākoʻo kiʻekiʻe no ka lithium carbonate ke kumu kūʻai o ka hoʻolako a me ka noi a me ka lithium ore, a ʻo ka hoʻonā ʻana i ka mismatch o ka lako a me ke koi ke kumu o ka hoʻohaʻahaʻa ʻana i ke kumukūʻai kiʻekiʻe o nā kumu waiwai lithium.Eia nō naʻe, e like me ka wikiwiki o ka hana ʻana, e hoʻonui ʻia ka hoʻolako ʻana o ka lithium i 2023 e 22%, e hoʻēmi i ka pilikia o ka liʻiliʻi lithium i kekahi ʻano.
No ke ʻano o nā kumukūʻai lithium carbonate, ua hāʻawi pū nā hui kaulahao ʻoihana i kekahi mau wānana a me nā manaʻo.Ua ʻōlelo ʻo Zhang Yu, Kakauolelo Nui o ka lālā noi uila mana, me ka hoʻokuʻu mālie ʻana o ka hoʻonohonoho hiki, ua manaʻo ʻia e hāʻule ke kumukūʻai o nā mea pili mai ka makahiki e hiki mai ana, a e lilo ia i mea kūpono;Manaʻo ʻia ʻo ke kaulahao ʻoihana holoʻokoʻa e hoʻonui ʻia mai ka lithium ore i ka hope loa.
Ka manawa hoʻouna: Jan-06-2023