Lithium hydroxide: like ʻole o ka lako a me ke koi, e piʻi ana ka "lithium"

I ka makahiki 2022 i hala iho nei, ua hōʻike ka mākeke huahana kemika kūloko i ka emi ʻana o ke ʻano holoʻokoʻa.Wahi a nā helu helu mai nā hui ʻoihana, 64% o nā huahana kemika nui 106 i nānā ʻia ma 2022, 64% o nā huahana i hāʻule, 36% o nā huahana i piʻi.Hōʻike ka mākeke huahana kemika i ka piʻi ʻana o nā māhele ikehu hou, ka emi ʻana o nā huahana kemika kuʻuna, hoʻopaʻa i nā kumu kumu kumu.I ka moʻo o ka "Review of the 2022 Chemical Market" i hoʻokuʻu ʻia i kēia paʻi, e koho ʻia nā huahana kiʻekiʻe e piʻi a hāʻule no ka nānā ʻana.

ʻO 2022 he manawa kiʻekiʻe loa i ka mākeke paʻakai lithium.Lithium hydroxide, lithium carbonate, lithium iron phosphate, a me phosphate ore i noho i nā noho 4 kiʻekiʻe ma ka papa inoa hoʻonui o nā huahana kemika.ʻO ka mea nui, ʻo ka mākeke lithium hydroxide, ka mele nui o ka piʻi ikaika a me nā ʻaoʻao kiʻekiʻe i ka makahiki, i ka hopena i ka papa inoa o 155.38% hoʻonui makahiki.

ʻElua pōʻai huki huki ikaika e piʻi a kiʻekiʻe kiʻekiʻe

Hiki ke hoʻokaʻawale ʻia ke ʻano o ka mākeke lithium hydroxide i 2022 i ʻekolu mau pae.I ka hoʻomaka ʻana o 2022, ua wehe ka mākeke lithium hydroxide i ka mākeke ma ke kumukūʻai awelika o 216,700 yuan (ke kumu kūʻai ton, ka like ma lalo).Ma hope o ka piʻi ikaika ʻana i ka hapaha mua, ua mālama ʻo ia i kahi kiʻekiʻe ma ka hapa lua a me ke kolu.Ua pau ke kumukūʻai maʻamau o 10,000 yuan, a ua hoʻonui ʻia ka makahiki e 155.38%

I ka hapaha mua o 2022, ʻo ka piʻi ʻana o ka hapaha ma ka mākeke lithium hydroxide i 110.77%, a ma Pepeluali i hoʻonui ai i ka makahiki nui loa, a hiki i 52.73%.Wahi a nā helu helu mai nā hui pāʻoihana, i kēia manawa, kākoʻo ʻia e ka ʻili o luna, a ua hoʻomau ke kumukūʻai o ka lithium lithium carbonate i ke kākoʻo ʻana i ka lithium hydroxide.I ka manawa like, ma muli o ka paʻa o nā mea maka, ua hāʻule ka nui o ka hana holoʻokoʻa o ka lithium hydroxide ma kahi o 60%, a ua paʻa ka ʻili o ka lako.Ua hoʻonui ʻia ke koi no ka lithium hydroxide ma lalo o nā mea hana pākaukau kiʻekiʻe -nickel ternary, a ʻo ka mismatch o ka lako a me ke koi ua hāpai i ka piʻi ikaika o ke kumukūʻai o ka lithium hydroxide.

I ka lua a me ke kolu o ka makahiki 2022, ua hōʻike ka mākeke lithium hydroxide i ke ʻano kiʻekiʻe, a ua piʻi iki ke kumukūʻai ma 0.63% i kēia pōʻai.Mai ʻApelila a Mei o 2022, ua nāwaliwali ka lithium carbonate.Ua hoʻokuʻu ʻia kekahi o nā mana hou o kekahi mau mea hana lithium hydroxide, ka piʻi ʻana o ka lako holoʻokoʻa, ua lohi ka noi no ke kūʻai ʻana i lalo o ka home, a ua kiʻekiʻe ka mākeke lithium hydroxide.E hoʻomaka ana i Iune 2022, ua hoʻonui iki ʻia ke kumukūʻai o ka lithium carbonate e kākoʻo i nā kūlana mākeke o ka lithium hydroxide, ʻoiai ua hoʻomaikaʻi iki ʻia ka hoihoi o ka noiʻi o lalo.Ua hiki i ka 481,700 yuan.

I ke komo ʻana i ka hapaha ʻehā o 2022, ua piʻi hou ka mākeke lithium hydroxide, me ka piʻi ʻana o ka hapahā o 14.88%.I ka lewa o ka manawa kiʻekiʻe, ua hoʻonui nui ʻia ka hana ʻana a me ke kūʻai ʻana i nā kaʻa ikehu hou ma ka pahu, a paʻakikī ka mākeke e loaʻa.Ke hoʻokokoke mai nei ke kulekele kākoʻo o ka ikehu hou i ka hopena o ka hopena, a e hoʻomākaukau mua kekahi mau hui kaʻa e hoʻokele i ka mākeke lithium hydroxide no ka koi ikaika ʻana i nā pihi ikehu.I ka manawa like, hoʻopilikia ʻia e ka maʻi maʻi kūloko, paʻa ka lako o ka mākeke, a e ala hou ka mākeke lithium hydroxide.Ma hope o ka waena o Nowemapa 2022, ua emi ke kumukūʻai o ka lithium carbonate, a ua hāʻule iki ka mākeke lithium hydroxide, a ua pani ʻia ke kumukūʻai hope ma 553,300 yuan.

ʻO ka hoʻolako ʻana i nā mea maka i luna he paʻakikī

Ke nānā nei i hope i ka makahiki 2022, ʻaʻole wale ka mākeke lithium hydroxide i piʻi e like me ke ānuenue, akā ua hana maikaʻi nā huahana paʻakai lithium ʻē aʻe.Ua piʻi ka Lithium carbonate i ka 89.47%, ua hoʻonui ka lithium iron phosphate i ka piʻi ʻana o ka makahiki he 58.1%, a ʻo ka piʻi ʻana o ka phosphorus ore o luna o ka lithium iron phosphate i ka 53.94%.Essence Manaʻo ka ʻoihana ʻo ke kumu nui o ka paʻakai lithium skyrocketing i 2022 ʻo ia ka piʻi ʻana o ke kumukūʻai o nā kumuwaiwai lithium, kahi i alakaʻi ai i ka hoʻonui mau ʻana i ka nele o ka paʻakai lithium, a laila e koi ana i ke kumukūʻai o ka paʻakai lithium.

Wahi a kahi limahana kūʻai pākī uila hou ma Liaoning, ua māhele nui ʻia ka lithium hydroxide i ʻelua ala hana o ka lithium hydroxide a me ka loko paʻakai e hoʻomākaukau ana no ka lithium hydroxide a me ka loko paʻakai.Lithium hydroxide ma hope o ka ʻoihana lithium carbonate.I ka makahiki 2022, ʻo nā ʻoihana e hoʻohana ana i ka lithium hydroxide e hoʻohana ana i ka pylori i hoʻopaʻa ʻia i nā kumuwaiwai mineral paʻa.Ma ka lima hoʻokahi, ua kaupalena ʻia ka mana hana lithium hydroxide ma lalo o ka nele o nā kumuwaiwai lithium.Ma ka ʻaoʻao ʻē aʻe, aia i kēia manawa he liʻiliʻi o nā mea hana lithium hydroxide i hōʻoia ʻia e ka pā uila uila honua, no laila ʻoi aku ka palena o ka hāʻawi ʻana i ka lithium hydroxide kiʻekiʻe.

Ua kuhikuhi ʻo Ping An Securities analyst Chen Xiao i loko o ka hōʻike noiʻi ʻo ka pilikia o nā mea maka he mea hoʻopilikia koʻikoʻi no ke kaulahao ʻoihana pākaukau lithium.No nā ala hoʻokiʻekiʻe lithium i loko o ka loko paʻakai, ma muli o ka maʻalili o ke aniau, e emi ana ka evaporation o nā loko paʻakai, a ʻaʻole lawa ka lako, ʻoi aku ka nui ma ka hapaha mua a me ka hā.Ma muli o nā ʻano waiwai liʻiliʻi o ka lithium iron phosphate, ma muli o ka liʻiliʻi o nā kumu waiwai, ʻaʻole lawa ka lako wahi a hāpai i ka pae kiʻekiʻe o ka hana, a hiki i ka piʻi makahiki he 53.94%.

Ua hoʻonui ʻia ka makemake o ka ikehu hou o Terminal

Ma ke ʻano he kumu waiwai nui no nā pākahi lithium-ion kiʻekiʻe -nickel ternary, ʻo ka ulu ikaika o ka noi no nā ʻoihana kaʻa hou i lalo i hāʻawi i ka kumu kumu ma mua o ka piʻi ʻana o nā kumukūʻai lithium hydroxide.

Ua hōʻike ʻo Ping An Securities i ka ikaika o ka mākeke hoʻokele ikehu hou i ka makahiki 2022, a ʻoi aku ka nani o kāna hana.ʻO ka hana ʻana o nā ʻoihana pā uila i lalo o ka lithium hydroxide ke hana nei, a ke hoʻomau nei ka hoʻomaikaʻi ʻana i ke koi no nā ʻoihana nickel ternary kiʻekiʻe a me ka lithium hao.Wahi a ka ʻikepili hou loa mai ka China Automobile Association, mai Ianuali a Nowemapa 2022, ʻo ka hana ʻana a me ke kūʻai ʻana o nā kaʻa ikehu hou he 6.253 miliona a me 60.67 miliona, kēlā me kēia, he awelika makahiki-ma-makahiki piʻi, a hiki i ka mākeke ma 25% .

I loko o ka pōʻaiapili o ka nele o ka waiwai a me ka koi ikaika, ua piʻi ke kumukūʻai o nā paʻakai lithium e like me ka lithium hydroxide, a ua hāʻule ke kaulahao ʻoihana uila lithium i ka "manaʻo hopohopo".Ke piʻi aʻe nei nā mea hoʻolako uila uila, nā mea hana a me nā mea hana kaʻa kaʻa hou i kā lākou kūʻai ʻana i nā paʻakai lithium.I ka makahiki 2022, ua hoʻopaʻa inoa kekahi mau mea hana pākaukau me nā mea hoʻolako lithium hydroxide.Ua hoʻopaʻa inoa ʻia kahi ʻoihana paʻa o Avchem Group i kahi ʻaelike hoʻolako no ka lithium hydroxide pae pākaukau me Axix.Ua pūlima pū ʻo ia i nā ʻaelike me ka hui ʻo Tianhua Super Clean ʻo Tianyi Lithium a me Sichuan Tianhua no nā huahana lithium hydroxide.

Ma kahi o nā hui pākaukau, ke hoʻokūkū ikaika nei nā hui kaʻa no nā lako lithium hydroxide.I ka makahiki 2022, ua hōʻike ʻia ua kau inoa ʻo Mercedes-Benz, BMW, General Motors a me nā ʻoihana kaʻa ʻē aʻe i nā ʻaelike hoʻolako no ka lithium hydroxide papa pākaukau, a ʻōlelo pū ʻo Tesla e kūkulu ia i kahi mea kanu kemika lithium hydroxide, e komo pololei ana i ke kula o hana kemika lithium.

Ma ke ʻano holoʻokoʻa, ʻo ka ulu ʻana o ka ulu ʻana o ka ʻoihana kaʻa kaʻa hou i lawe mai i ka noi nui o ka mākeke no ka lithium hydroxide, a ʻo ka hemahema o nā kumuwaiwai lithium upstream ua alakaʻi i ka palena o ka hana o ka lithium hydroxide, e koi ana i kāna kumukūʻai mākeke i kahi kiʻekiʻe.