Mugore ra2022 rapfuura, musika wezvigadzirwa zvemakemikari zvemuno waratidza kudzikira zvine musoro. Zvichienderana nehuwandu hwemabhizinesi, 64% yezvigadzirwa zvemakemikari 106 zvakatariswa muna 2022, 64% yezvigadzirwa zvakadzikira, 36% yezvigadzirwa zvakakwira. Musika wezvigadzirwa zvemakemikari wakaratidzwa kuwedzera kwemhando itsva dzesimba, kudzikira kwezvigadzirwa zvemakemikari zvechinyakare, kugadzikana kwezvinhu zvepakutanga. Munhevedzano ye "Ongororo yeMusika weMakemikari wa2022" yakatangwa muchinyorwa chino, ichasarudzwa sezvigadzirwa zvepamusoro zvinokwira nekudzika kuti zviongororwe.
Gore ra2022 pasina mubvunzo inguva yakanakisa mumusika wemunyu welithium. Lithium hydroxide, lithium carbonate, lithium iron phosphate, uye phosphate ore zvakatora nzvimbo ina dzepamusoro murondedzero yekuwedzera kwezvigadzirwa zvemakemikari, zvichiteerana. Kunyanya, musika welithium hydroxide, mimhanzi mikuru yekukwira kwakasimba uye yakakwira kumativi mukati megore, pakupedzisira wakatungamira runyorwa rwekuwedzera kwegore negore kwe155.38%.
Madenderedzwa maviri ekukwira kwakasimba uye hunyanzvi hwepamusoro
Mafambiro emusika we lithium hydroxide muna 2022 anogona kukamurwa kuita zvikamu zvitatu. Pakutanga kwa2022, musika we lithium hydroxide wakavhura musika nemutengo wepakati we216,700 yuan (mutengo wetani, wakafanana pazasi). Mushure mekukwira kwakasimba mukota yekutanga, yakaramba yakakwira mukota yechipiri neyechitatu. Mutengo wepakati we 10,000 yuan wakaguma, uye gore rakawedzera ne155.38%
Muchikamu chekutanga chegore ra2022, kuwedzera kwekota mumusika we lithium hydroxide kwakasvika 110.77%, uye muna Kukadzi kwakawedzera kusvika pagore guru, kusvika 52.73%. Zvichienderana nehuwandu kubva kumabhizinesi, padanho rino, rinotsigirwa ne ore yepamusoro, uye mutengo we lithium lithium carbonate wakaramba uchitsigira lithium hydroxide. Panguva imwe chete, nekuda kwezvishandiso zvakaoma, mwero wekushanda kwe lithium hydroxide wakaderera kusvika pa60%, uye nzvimbo yekugovera yakanga yakaderera. Kudiwa kwe lithium hydroxide muvagadziri vemabhatiri e high -nickel ternary downstream kwakawedzera, uye kusawirirana kwekuwanikwa nekudiwa kwakasimudzira kukwira kwakasimba kwemutengo we lithium hydroxide.
Muchikamu chechipiri nechechitatu chegore ra2022, musika we lithium hydroxide wakaratidza mafambiro ekuchinja-chinja, uye avhareji yemutengo yakakwira zvishoma ne0.63% muchikamu chino. Kubva muna Kubvumbi kusvika Chivabvu 2022, lithium carbonate yakaderedzwa simba. Humwe hwesimba idzva revamwe vagadziri ve lithium hydroxide hwakaburitswa, huwandu hwese hwezvinhu hwakawedzera, kudiwa kwekutenga kwenzvimbo dzepasi kwaderera, uye musika we lithium hydroxide wakaonekwa wakakwira. Kutanga muna Chikumi 2022, mutengo we lithium carbonate wakakwidzwa zvishoma kutsigira mamiriro emusika we lithium hydroxide, ukuwo kufarira kwekutsvaga kwepasi kwakavandudzika zvishoma. Yakasvika 481,700 yuan.
Muchikamu chechina chegore ra2022, musika we lithium hydroxide wakakwira zvakare, nekuwedzera kwekota ye14.88%. Munguva yemwaka wepamusoro-soro, kugadzirwa nekutengesa mota itsva dzemagetsi muchiteshi kwakawedzera zvakanyanya, uye musika wakaoma kuwana. Mutemo we subsidy wesimba idzva uri kusvika pakupera kwemagumo, uye mamwe makambani emotokari achagadzirira pachine nguva kutungamira musika we lithium hydroxide kuti uwane kudiwa kwakasimba kwemabhatiri esimba. Panguva imwe chete, yakanganiswa nedenda remuno, kuwanikwa kwemusika kwakaderera, uye musika we lithium hydroxide uchakwira zvakare. Mushure mepakati paMbudzi 2022, mutengo we lithium carbonate wakadzikira, uye musika we lithium hydroxide wakadzikira zvishoma, uye mutengo wekupedzisira wakavharwa pa553,300 yuan.
Kuwanikwa kwezvinhu zvakagadzirwa kumusoro kwerwizi kwakaoma.
Tichitarisa shure muna 2022, musika we lithium hydroxide hausi wemuraraungu chete, asi zvimwe zvigadzirwa zve lithium salt series zvakashanda zvakanaka. Lithium carbonate yakakwira ne89.47%, lithium iron phosphate yakawedzera kuwedzera kwegore negore kwe58.1%, uye kuwedzera kwegore negore kwephosphorus ore ye lithium iron phosphate kwakasvikawo pa53.94%. Essence Indasitiri iyi inotenda kuti chikonzero chikuru chekukwira kwemunyu we lithium muna 2022 ndechekuti mutengo wezviwanikwa zve lithium unoramba uchikwira, izvo zvakakonzera kuwedzera kuri kuramba kuchiitika mukushomeka kwemunyu we lithium, nokudaro zvichisundira mutengo wemunyu we lithium.
Sekureva kwevashandi vatsva vekushambadzira mabhatiri emagetsi muLiaoning, lithium hydroxide yakakamurwa kuita nzira mbiri dzekugadzira lithium hydroxide nemunyu dzichigadzirira lithium hydroxide nemunyu. Lithium hydroxide mushure meindustrial-grade lithium carbonate. Muna 2022, mabhizinesi aishandisa lithium hydroxide achishandisa pylori aisangana nedambudziko rezvicherwa zvishoma. Kune rumwe rutivi, kugona kwekugadzira lithium hydroxide kwakaderera nekuda kwekushomeka kwezvicherwa zve lithium. Kune rumwe rutivi, parizvino kune vashoma vagadziri ve lithium hydroxide vakabvumidzwa ne tepi yemabhatiri yepasi rose, saka kuwanikwa kwe lithium hydroxide yepamusoro kwakaderera.
Muongorori wePing An Securities, Chen Xiao, akataura mumushumo wekutsvagisa kuti dambudziko rezvinhu zvakagadzirwa chinhu chakakosha chinovhiringidza indasitiri yemabhatiri e lithium. Kune nzira dzekusimudza lithium kubva mumunyu muLake brine, nekuda kwekutonhora kwemamiriro ekunze, kupwa kwemvura mumadhamu emunyu kunoderera, uye kuwanikwa kwemvura kune kushomeka kwemvura, kunyanya muchikamu chekutanga nechechina. Nekuda kwekushomeka kwemvura ye lithium iron phosphate, nekuda kwekushomeka kwemvura, kuwanikwa kwemvura kwaisakwana uye kwakasimudzira kushanda kwepamusoro, uye kuwedzera kwegore negore kwakasvika 53.94%.
Kudiwa kwesimba idzva remagetsi kwakawedzera
Sechinhu chakakosha chemabhatiri e-lithium-ion ane nickel ternary, kukura kwakasimba kwekudiwa kwemaindasitiri emotokari itsva dzemagetsi kwakapa chikonzero chekuwedzera kwemitengo yelithium hydroxide.
Ping An Securities yakaratidza kuti musika mutsva wemagetsi wakaramba wakasimba muna 2022, uye mashandiro awo achiri kushamisa. Kugadzirwa kwemafekitori emabhatiri ari pasi pemvura mu lithium hydroxide kuri kushanda, uye kudiwa kwemabhatiri ane nickel ternary akawanda uye iron lithium kuri kuramba kuchivandudzwa. Sekureva kwedata razvino kubva kuChina Automobile Association, kubva muna Ndira kusvika Mbudzi 2022, kugadzirwa nekutengesa kwemotokari itsva dzemagetsi kwaive mamiriyoni 6.253 uye mamiriyoni 60.67, zvichiteerana, kuwedzera kweavhareji pagore, uye chikamu chemusika chakasvika 25%.
Munyaya yekushomeka kwezviwanikwa uye kudiwa kwakanyanya, mutengo wemunyu welithium wakakwira, uye indasitiri yemagetsi yelithium yawira mu "kushushikana". Vatengesi vezvinhu zvemabhatiri emagetsi, vagadziri uye vagadziri vemotokari itsva dzesimba vari kuwedzera kutenga kwavo munyu welithium. Muna 2022, vagadziri vezvinhu zvemabhatiri vakati wandei vakasaina zvibvumirano zvekugovera nevatengesi velithium hydroxide. Kambani yeAvchem Group ine muridzi wayo yakasaina chibvumirano chekugovera lithium hydroxide yebhatiri neAxix. Yakasainawo zvibvumirano nekambani yeTianhua Super Clean's Tianyi Lithium neSichuan Tianhua yezvigadzirwa zvelithium hydroxide yebhatiri.
Pamusoro pemakambani emabhatiri, makambani emotokari ari kukwikwidzanawo nemidziyo ye lithium hydroxide. Muna 2022, zvinonzi Mercedes-Benz, BMW, General Motors nedzimwe makambani emotokari akasaina zvibvumirano zvekupa lithium hydroxide yebhatiri, uye Tesla yakatiwo ichavaka fekitari yemakemikari ye lithium hydroxide yebhatiri, ichipinda zvakananga mumunda wekugadzirwa kwemakemikari e lithium.
Pamwe chete, kufambira mberi kuri kuita indasitiri itsva yemagetsi emotokari kwaunza kudiwa kukuru kwe lithium hydroxide pamusika, uye kushomeka kwezviwanikwa zve lithium kumusoro kwakaita kuti simba rekugadzira lithium hydroxide rive shoma, zvichisimudzira mutengo wayo pamusika kusvika padanho repamusoro.
Nguva yekutumira: Kukadzi-02-2023