Muna 2022 yapfuura, musika wemumba wechigadzirwa chemakemikari wakaratidza kudzikira kwakazara.Zvinoenderana nenhamba kubva kumabhizinesi makirabhu, makumi matanhatu neshanu muzana e106 makuru emakemikari zvigadzirwa zvakatariswa muna 2022, 64% yezvigadzirwa zvakadonha, 36% yezvigadzirwa zvakasimuka.Musika wezvigadzirwa zvemakemikari wakaratidza kuwedzera kwemasimba matsva, kuderera kwezvigadzirwa zvemakemikari echinyakare, kudzikamisa zvinhu zvekutanga mbishi.Munhevedzano ye "Ongororo ye2022 Chemical Market" yakateedzana yakatangwa mune ino edition, ichasarudzwa yepamusoro inosimuka uye inodonha zvigadzirwa kuti zviongororwe.
2022 pasina mubvunzo inguva yakakwira mumusika welithium munyu.Lithium hydroxide, lithium carbonate, lithium iron phosphate, uye phosphate ore zvakatora zvigaro zvina zvepamusoro mukuwedzera rondedzero yezvigadzirwa zvemakemikari, zvichiteerana.Kunyanya, iyo lithium hydroxide musika, iyo huru melody yekusimuka kwakasimba uye yakakwira mativi mukati megore, yakazopedzisira yawedzera runyorwa rwe 155.38% kuwedzera kwegore.
Marounds maviri ekudhonza kwakasimba achikwira uye ekuvandudza kumusoro
Maitiro emusika welithium hydroxide muna 2022 anogona kukamurwa kuita matanho matatu.Mukutanga kwa2022, musika welithium hydroxide wakavhura musika paavhareji mutengo we216,700 yuan (mutengo wetani, zvakafanana pazasi).Mushure mekusimuka kwakasimba muchikamu chekutanga, yakachengetedza yakakwirira muchikamu chechipiri nechechitatu.Mutengo wepakati we10,000 yuan wakapera, uye gore rakawedzera ne155.38%.
Muchikamu chekutanga che2022, kuwedzera kwekota mumusika we lithium hydroxide kwakasvika 110.77%, iyo munaFebruary yakawedzera kusvika kune gore guru, inosvika 52.73%.Maererano nehuwandu kubva kumabhizimisi emabhizimisi, panguva ino, inotsigirwa nepamusoro pemvura, uye mutengo we lithium lithium carbonate yakaramba ichitsigira lithium hydroxide.Panguva imwecheteyo, nekuda kwekuomarara kwemidziyo, iyo yakazara yekushanda kwerithium hydroxide yakadonha kusvika pa60%, uye nzvimbo yekugovera yaive yakasimba.Kudiwa kwe lithium hydroxide muzasi kwepamusoro-nickel ternary battery magadzirirwo akawedzera, uye kusawirirana kwekupa uye kudiwa kwakakurudzira kukwira kwakasimba kwemutengo we lithium hydroxide.
Muchikamu chechipiri nechetatu chegore ra2022, musika welithium hydroxide wakaratidza hutsika hwepamusoro, uye mutengo wepakati wakakwira zvishoma ne0.63% mukutenderera uku.Kubva muna Kubvumbi kusvika Chivabvu 2022, lithium carbonate yakaderedzwa.Humwe hutsva hutsva hwevamwe vagadziri ve lithium hydroxide yakaburitswa, kuwedzera kwese kwekuwedzera, kudiwa kwekutenga kwenzvimbo dzepasi pemvura kwadzikira, uye musika welithium hydroxide wakaonekwa wakakwira.Kutanga muna Chikumi 2022, mutengo welithium carbonate wakakwidzwa zvishoma kuti utsigire mamiriro emusika welithium hydroxide, ukuwo kushingairira kwekubvunza kwakadzika kwakavandudzwa zvishoma.Yakasvika 481,700 yuan.
Ichipinda mukota yechina ye2022, musika welithium hydroxide wakasimuka zvakare, nekuwedzera kwekota kwe14.88%.Mumamiriro ekunze emwaka wepamusoro, kugadzirwa uye kutengesa kwemotokari nyowani dzemagetsi mune terminal kwakawedzera zvakanyanya, uye musika wakaoma kuwana.Iyo yakanyanya kuisirwa simba nyowani yesimba rekutsigira mutemo iri kusvika kumagumo ekupedzisira, uye mamwe makambani emotokari achagadzirira pachine nguva kuti atyaire musika welithium hydroxide wekudiwa kwakasimba kwemabhatiri emagetsi.Panguva imwecheteyo, yakakanganiswa nedenda remumba, nzvimbo yemusika yakamanikana, uye musika welithium hydroxide uchasimuka zvakare.Mushure mepakati-November 2022, mutengo we lithium carbonate wakaderera, uye misika ye lithium hydroxide yakadonha zvishoma, uye mutengo wekupedzisira wakavharwa pa553,300 yuan.
Kupihwa kwezvinhu zvakasvibirira kumusoro kwemvura kwakasimba
Tichitarisa kumashure muna 2022, kwete chete musika welithium hydroxide wakasimuka semurarabungu, asi zvimwe zvigadzirwa zvelithium salt series zvakaitwa zvinopenya.Lithium carbonate yakasimuka 89.47%, lithium iron phosphate yakawedzera gore negore kuwedzera kwe58.1%, uye kuwedzera kwegore negore kwepamusoro pe phosphorus ore ye lithium iron phosphate yakasvikawo 53.94%.Essence Iyo indasitiri inotenda kuti chikonzero chikuru chekukwira kweLithium munyu muna 2022 ndechekuti mutengo welithium zviwanikwa unoramba uchikwira, izvo zvakakonzera kuwedzera kunoramba kuripo kwekushomeka kwetimu munyu, nekudaro kusundidzira mutengo welithium munyu.
Sekureva kwevatsva simba bhatiri rekushambadzira vashandi muLiaoning, lithium hydroxide inonyanya kukamurwa kuita nzira mbiri dzekugadzira yelithium hydroxide uye dziva remunyu rinogadzirira lithium hydroxide nedhamu remunyu.Lithium hydroxide mushure meindasitiri -giredhi lithium carbonate.Muna 2022, mabhizinesi aishandisa lithium hydroxide achishandisa pylori aive pasi pezviwanikwa zvemamineral.Kune rimwe divi, lithium hydroxide yekugadzira inogumira pasi pekushaikwa kwe lithium zviwanikwa.Kune rumwe rutivi, pane ikozvino vashoma velithium hydroxide vagadziri vanopupurirwa nepasi rose bhatiri faucet, saka kugovera kwepamusoro-kuguma lithium hydroxide kune zvishoma.
Ping An Securities muongorori Chen Xiao akataura mumushumo wekutsvagisa kuti dambudziko rezviwanikwa chinhu chakakosha kuvhiringidza kweiyo lithium bhatiri indasitiri chain.Kune munyu lake brine lithium inosimudza nzira, nekuda kwekutonhora kwemamiriro ekunze, kubuda kwemvura yemunyu kunoderera, uye kupa kune kushomeka kwekugovera, kunyanya munzvimbo yekutanga neyechina.Nekuda kwekushomeka kwezvinhu zve lithium iron phosphate, nekuda kwekushomeka kwechishandiso hunhu, nzvimbo yekupihwa yaive isina kukwana uye yakasimudzira yakakwirira yekushanda, uye kuwedzera kwegore kwakasvika 53.94%.
Terminal itsva simba kudiwa kwakawedzera
Sechinhu chakakosha mbishi chepamusoro -nickel ternary lithium -ion mabhatiri, kukura kwakasimba kwekudiwa kwemaindasitiri emotokari yemagetsi matsva kwakapa kurudziro kupfuura kukwira kwemitengo yelithium hydroxide.
Ping An Securities yakaratidza kuti musika mutsva wemagetsi wakaramba wakasimba muna 2022, uye kuita kwawo kwanga kuchiri kupenya.Kugadzirwa kwemafekitori ebhatiri epasi mu lithium hydroxide kuri kushanda, uye kudiwa kwemabhatiri epamusoro nickel ternary uye iron lithium kuri kuramba kuchiwedzera.Zvinoenderana neazvino data kubva kuChina Automobile Association, kubva munaNdira kusvika Mbudzi 2022, kugadzirwa uye kutengeswa kwemotokari nyowani dzesimba dzaive 6.253 miriyoni uye 60.67 miriyoni, zvichiteerana, avhareji yegore-pa-gore kuwedzera, uye chikamu chemusika chakasvika 25% .
Muchirevo chekushaikwa kwezvinhu uye kudiwa kwakasimba, mutengo weti lithium salt yakadai se lithium hydroxide yakakwira, uye ketani yemagetsi emagetsi e lithium yakawira mu "kufunganya".Vese vari vaviri magetsi bhatiri zvinhu vatengesi, vagadziri uye nyowani simba vagadziri vemotokari vari kuwedzera kutenga kwavo kwelithium munyu.Muna 2022, vagadziri vakati wandei mabhatiri vakasaina zvibvumirano zvekugovera nevanopa lithium hydroxide.Imwe kambani inotsigira yeAvchem Group yakasaina kondirakiti yekugovera bhatiri giredhi lithium hydroxide neAxix.Yakasainawo zvibvumirano neTianhua Super Clean's subsidiary Tianyi Lithium uye Sichuan Tianhua yezvigadzirwa zvebhatiri-giredhi lithium hydroxide.
Pamusoro pemakambani ebhatiri, makambani emotokari ari kukwikwidzawo kune lithium hydroxide zvinhu.Muna 2022, zvinonzi Mercedes-Benz, BMW, General Motors nemamwe makambani emotokari akasaina zvibvumirano zvekupa bhatiri giredhi lithium hydroxide, uye Tesla akati zvakare ichavaka bhatiri giredhi lithium hydroxide kemikari chirimwa, ichipinda zvakananga mumunda we. lithium kemikari kugadzirwa.
Pakati pese, tarisiro yekusimudzira yeindasitiri yemotokari yemagetsi yakaunza kudiwa kukuru kwemusika kwelithium hydroxide, uye kushomeka kweinokwira lithium zviwanikwa kwakonzera kushomeka kwekugadzira kwe lithium hydroxide, kusunda mutengo wayo wemusika kusvika padanho repamusoro.
Nguva yekutumira: Feb-02-2023