Waa sidee xaaladda shirkadaha dhexe iyo kuwa hoose ee lithium ee hoos u dhaca qiimaha alaabta ceeriin?

10-kii Maarsoth2022, celceliska qiimaha barta heerka baytarigu lithium carbonate ayaa si guul leh u jabiyay ilaa 500,000 yuan/ton, jabiyay 500,000 yuan/ton calaamad markii ugu horaysay.Lithium-ka birta ayaa labadii maalmood ee isku xigay ee ganacsiga ee hore ku booday 100,000 yuan/ton, hadda celceliska qiimaha barta waxa uu jabiyay 3.1 milyan sumadda.Iyo qiimaha lithium hydroxide ee heerka baytari ayaa ka dambeeya lithium carbonate ka hor inta aan la arki karin farqiga u dhexeeya qiimaha dhow ee u dhexeeya lithium carbonate iyo lithium hydroxide sidoo kale aad buu u yaraaday, marka loo eego xaalada in lithium hydroxide ay wali gabaabsi tahay hadda, xaalada mustaqbalka ayaa laga yaabaa inay sii socoto.

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Sicirka nikelka ee degdega ah ee dhawaanta u kacay ayaa mar kiciyay warshadaha batteriga iyo baabuurta korontada iyo kharashyada kale ee doodaha.Kadibna qiimaha alaabta ceeriin ee kor u kaca ayaa dardar gelinaya kor u kaca hadda, silsiladda warshadaha lithium ee shirkadaha dhexe iyo kuwa hoose ayaa saameeya maxay?Iyada oo ku saleysan cilmi baarista iyo dhammaan noocyada wararka ee suuqa, isku dhafka ugu dambeeya waa sida soo socota:

Marka loo eego qiimaha dhibcaha SMM, ilaa rubuci afraad ee 2020, heerka batteriga guriga lithium carbonate qiimihiisu wuxuu bilaabay inuu sii socdo, tanina waa mid aan ka go'in yaraanta alaabta ceeriin ee birta ah ee aan birta ahayn.Shiinuhu wuxuu u baahan doonaa inuu soo dejiyo boqolkiiba 65 alaabtiisa ceeriin ee lithium-ka sanadka 2021, sida laga soo xigtay Ururka Warshadaha Biraha ee Shiinuhu.Sidaa darteed, iyada oo kororka qarxa ee baabuurta tamarta cusub ee caalamiga ah iyo kaydinta tamarta, sida wax soo saarka ugu weyn adduunka ee milixda lithium iyo baytariyada lithium, iska horimaadka u dhexeeya sahayda iyo baahida ilaha lithium ee Shiinaha ayaa si tartiib tartiib ah u kordhay.

Xaaladdan oo kale, shirkadaha kor ku xusan waxay soo mareen qaabka macdanta lithium si ay u dejiyaan sahayda alaabta ceeriin.Tusaale ahaan wararka maalmihii la soo dhaafay, Zangge Mining ayaa daaha ka qaaday qorshaha istiraatijiyadeed ee horumarinta shanta sano, marxaladda koowaad (2022-2024) ee dalka oo dhan, qarhan Salt Lake lithium carbonate wax soo saarka ayaa weli ah mid deggan;Mashruuca Mamicuo Salt Lake Lithium waa la hawl galiyay.Horumar ayaa laga sameeyay helitaanka mashruucyo cusub, iyo 1 ama 2 mashruuc oo cusub oo harada lithium ah oo leh 1 milyan oo tan oo kaydka karbohaydraytka ah ayaa lagu daray.Marxaladda labaad (2025-2027) si ay u noqoto mid caalami ah, sii wadida si buuxda u kobcinta kheyraadka macdanta ee jira, tilmaamayaasha dhaqaalaha ugu muhiimsan iyo faa'iidooyinka toban bilyan oo tallaabo, asal ahaan waxay gaaraan heerka kooxda macdanta heerka koowaad ee caalamiga ah;Qarhan Salt Lake lithium kaarboonayum wax soo saarka ayaa ahaa mid xasilloon;Mashruuca Lithium ee Mamicuo Salt Lake waa mid deggan xagga wax-soo-saarka waxaana lagu ballaariyay xulashada fursadaha;Macdanta lithium-ka cusub ee milixda ah.

Ganfeng Lithium ayaa sidoo kale horay u sheegay in Mt Marion spodumene awoodda mashruuca la cusboonaysiin doono lana ballaarin doono.Mashruuca balaadhinta ayaa horraantii la filayaa in la soo saaro wax soo saarka qaybta labaad ee 2022, waxaana la filayaa in awoodda asalka ah ay korodho 10-15%.Intaa waxaa dheer, awoodda macdanta xiriirka ayaa lagu dari doonaa, taas oo la filayo in ay kordho 10-15% dheeraad ah.Miisaanka gaarka ah ee ballaarinta waxay ku xiran tahay natiijada habsocodka hagaajinta iyo xaaladda dhabta ah ee macdanta xiriirka.

Intaa waxaa dheer, sida laga soo xigtay gudaha shirkadda, mashruuca Cauchari-Olaroz Salt Lake ee Argentina ayaa la qorsheeyay in lagu dhejiyo 40,000 tan oo ah lithium carbonate ah oo batteriga ah qaybta labaad ee 2022. Dhanka kale, wajiga afaraad ee Mahon Plant waa ka hor jadwalka. ama waxa la soo saari doonaa bisha Luulyo.Alaabooyinka nashqadeysan ayaa inta badan buuxin doona awoodda jirta ee lithium hydroxide.Intaa waxaa dheer, mashruuca Ganfeng Lithium ee Marina ee Argentina iyo mashruuca Sonora ee Mexico ayaa sidoo kale ku socda dhismaha waxaana la soo saari doonaa 2023.

Jiang Weiping, guddoomiyaha Tianqi Lithium iyo Ganfeng Lithium, oo loo yaqaan "lithium lab ah oo lab ah", ayaa sidoo kale soo jeediyay talooyin lagu dardargelinayo horumarinta cagaaran ee kheyraadka lithium sichuan ee labada kalfadhi ee sanadkan.Jiang Weiping waxa uu aaminsan yahay in, wakhtigan, wadamada waaweyn ee dunidu ay garwaaqsadeen muhiimada istiraatijiyadeed ee khayraadka lithium, Chile, Bolivia, Mexico iyo dalal kale waxay ku taxeen khayraadka lithium sida khayraadka istaraatiijiyadeed ee qaranka sida saliidda, horumarinta iyo ka faa'iidaysiga khayraadka lithium ayaa sii kordhaya. xakameyn.Sidaa darteed, si loo dardargeliyo horumarinta cagaaran iyo waxtarka leh ee ilaha Lithium ee Shiinaha waa muhiimad istaraatiijiyadeed si loo hubiyo silsiladda sahayda ee horumarinta warshadaha lithium.

Ma aha oo kaliya, Jiang Weiping sidoo kale on sichuan khayraadka lithium hadda, ayuu yidhi, sida laga soo xigtay Wasaaradda Khayraadka Dabiiciga ah statistics, Sichuan hard rock lithium ore xisaabiyay 57% ee khayraadka qaranka ee lithium ore, oo kaalinta kowaad ee dalka.Sida deebaajiga ugu weyn ee microcrystalline spodumene ee Shiinaha, deebaajiga Jika ee Gobolka Ganzi, gobolka Sichuan wuxuu leeyahay kayd baaxad weyn iyo heer sare ah oo kaydka lithium ah, iyada oo kaydka khayraadka lithium ee la xaqiijiyay uu gaadhayo 1.887,700 tan.Kaydka la xaqiijiyay ee macdanta lithium-ka ee macdanta Lijiagou spodumene ee degmada Jinchuan, ismaamulka Aba, gobolka Sichuan waa ilaa 512,100 oo tan, khayraadka lithium-ka ee aagga Szemuzu waxa ay ku dhow yihiin 520,000 oo tan.

Iyada oo kor u kaca qiimaha alaabta ceeriin, shirkado badan oo lithium ah ayaa ku biiray safafka macdanta si loo dejiyo qiimaha.Sannadkan oo keliya, tiro shirkado ah, oo ay ku jiraan BYD, Zijin Mining, Khayraadka Macdanta ee Shiinaha iyo wixii la mid ah, ayaa u tafa xaytay sidii ay u furi lahaayeen qaabkooda khayraadka lithium.

Dhowaan, marka loo eego THE SMM qiimaha booska ayaa muujinaya in qiimihii dhawaa ee birta lithium uu sii waday inuu kordho, laga bilaabo Maarso 15, celceliska qiimaha barta birta lithium ayaa kor u kacay ilaa 3.134 milyan yuan/ton, 1,739 milyan yuan/ton ka sarreeya bilowgii bilowgii. ayaa isbeddelay ilaa -124.66%.

Kor u kaca qiimaha alaabta ceeriin sida birta lithium ayaa sidoo kale kaxaysa qiimaha alaabta sida lithium carbonate heerka batteriga ah iyo lithium hydroxide heerka baytari, alaabta ugu muhiimsan ee baytariyada korontada.Xitaa waxaa jiray warar xan ah oo sheegaya in gadaasha qiimaha lithium carbonate ee kor u kacaya in ka badan 500,000 yuan / ton, cadaadiska qiimaha warshadda batteriga dhexe waa mid aad u weyn, warshado badan oo batari gudaha ah ma iibsadaan alaab, ha aqbalin amarrada lagula dagaallamayo qiimaha lithium carbonate ee cirka isku shareeray.Marka la eego, Ningde Times, Eva Lithium Energy, Guoxuan High-tech iyo shirkadaha kale ee batteriga ayaa sheegay in aysan jirin xaalad noocaas ah, jadwalka wax soo saarka hadda waa mid caadi ah, wuxuu dammaanad qaadi karaa sahayda hoose.Shirkadda Lithium ee hormuudka ka ah Ganfeng lithium ayaa sidoo kale sheegtay in aysan jirin warshad batteriga ah ha iibsanin xaaladda, khadka wax soo saarku waa wax soo saar buuxa oo iib ah.

Marka lagu daro lithium carbonate, baytariga korantada qiimayaasha kale ee muhiimka ah sidoo kale waa sarreeyaa.qiimihii dhawaa ee lithium hydroxide aad buu kor ugu kacay, isagoo si dhow u eryanaya lithium carbonate, labada farqi ee qiimaha ayaa sii yaraatay.Sida laga soo xigtay cilmi-baarista SMM, ka faa'iidaysiga korodhka dalabaadka nikkel sare ee baytariyada terminal, baahida wax iibsiga lithium hydroxide ayaa kordhay, guud ahaan sahayda iyo qaabka dalabka ayaa weli inta badan ka maqan kaydinta, taas oo ah sababta kororka degdega ah ee lithium hydroxide. qiimahaSi kastaba ha noqotee, iyada oo la tixgelinayo heerka hadda jira ee lithium hydroxide iyo lithium carbonate kala duwanaanshaha qiimaha ayaa si tartiib tartiib ah u soo koobay xaddi macquul ah, dhawaanahan soo-saarayaashu waxay dhamaystireen diyaarinta, dabagalka ama wax yar oo eber ah bakhaar buuxin ah, suuqa ayaa la filayaa inuu lithium hydroxide ama hoos u dhig.

Muddo ka hor, iskahorimaadka u dhexeeya Ruushka iyo Ukraine wuxuu horseeday sare u kac weyn oo ku yimid qiimaha nikkel, kaas oo ka dhigay qiimaha nikkel sulfate si degdeg ah u kacay, mar uu kaxeeyay qiimaha horudhaca saddexda qaybood ah inuu kordho 12%-16%.Waqtigaas, marka loo eego xisaabinta SMM, usbuuca Maarso 8, korodhka qiimaha nikkel sulfate wuxuu horseeday korodhka qiimaha alaabta ternary ee 16,000-25,000 yuan / ton, oo u dhiganta qiimaha batteriga lithium ternary ee 31-47 yuan / KWh, qaadashada 70KWh baabuur koronto tusaale ahaan, oo u dhiganta qiimaha baytariyada baabuurta korontada ayaa kordhay 2000-3300 yuan ku dhawaad ​​laba maalmood!

Iyo kor u kaca qiimaha nikoolka, qiimaha sare ee saddexda alaab ayaa kor u kacay.Marka loo eego xisaabinta qiimaha nikkel ee LME hadda, warshad milix ah ilaa kharashyada wax soo saarka dhexdhexaadka ah, nikkel sulfate ayaa la filayaa inuu kor u kaco ilaa 80,000 yuan / ton, qiimaha baytariga baaskiilku wuxuu kici doonaa 7000 yuan!

Waxaa xusid mudan in qiimaha nikkel, kobalt, lithium iyo biraha kale ay sii kordheyso xilligan, dib-u-warshadaynta baytariyada qashinka ayaa sidoo kale u koraya badda buluug cusub oo miisaankeedu sarreeyo.Sida laga soo xigtay warbixinnada warbaahinta ee la xidhiidha, wadarta guud ee baytariga korontada ee Shiinaha ee 2020 ayaa gaadhay ku dhawaad ​​200,000 oo tan.Tiradaas ayaa la filayaa in ay kor u kacdo ku dhawaad ​​hal milyan oo tan sanadka 2025-ka.

Tianfeng Securities ayaa hore u tilmaantay in bateriga tamarta cusub ee hore ee suuqa uu bilaabay inuu galo xilliga hawlgabka.Waxa lagu qiyaasaa in wadarta xadiga batteriga korontadu ay gaadhi doonto 1.16 milyan oo tan marka la gaadho 2024. Donghai Securities waxa kale oo ay saadaalisay in suuqa dib u warshadaynta batteriga uu gaadhi doono 107.43 bilyan marka la gaadho 2030ka.

Marka la eego qiimaha lithium ee sii kordhaya iyo hubin la'aanta qiimaha lithium, marka loo eego sahanka, heerka hadda la joogo, habdhaqanka wax iibsiga ee shirkadaha dib-u-warshadaynta waa inay iibsadaan qadar yar, ilaalinta baahida wax soo saarka, iyo ilaalinta alaabta ceeriin nus bil ilaa bil.

Marka la eego milixda kobalt, sida lagu sheegay sahanka, kobalt sulfate waxa ay ku jirtay xaalad kor u kac ah dhawaanahan.Marka la eego milixda cobalt ee heerkan xaadirka ah, dhibaatada ugu weyn ee soo food saartay shirkadaha dib u warshadaynta ayaa ah dhibaatada gudbinta qiimaha.Marka la eego qiimaha badeecada milixda ee kobalt-ka ee kor u kaca ganacsiga dib-u-warshadaynta, baahida ganacsiyada hore ee ternary horudhaca ah ee cobalt sulfate maaha mid u xoog badan sida lithium carbonate, soosaarayaasha hoose waxay guud ahaan aqbalaan qiimaha cobalt sulfate ka dib korodhka hooseeya, iyo korka hoose. Shirkadaha dib-u-warshadaynta ayaan rajo ka qabin gudbinta qiimaha ka dib korodhka qiimaha milixda kobalt.

Muddo ka hor, isbeddelka rabshadaha wata ee qiimaha niklka ayaa sidoo kale sababay in shirkadaha dib-u-warshadaynta ay joojiyaan iibsashada laxanka qashinka, taas oo saameyn weyn ku yeelatay qiimaha dib u warshadaynta.Si loola tacaalo kor u kaca aan caadiga ahayn ee qiimaha noocaas ah, shirkadaha dib-u-warshadaynta wakhtigaas waxay doorteen hab-dhaqan sugitaan iyo-eegis ku-meel-gaar ah waxayna diyaariyeen inay habeeyaan qorshaha iibka ka dib markii qiimihii nikelku hoos u dhacay qiimo deggan.


Waqtiga boostada: Apr-18-2022