Faɗuwar yuan 10,000 a rana!Farashin carbonate na lithium yana da raguwa sosai!
Kwanan nan, farashin lithium carbonate na matakin baturi ya faɗi sosai.A ranar 26 ga Disamba, kayan batirin lithium sun yi matsakaicin farashin batirin lithium ya fadi sosai.Matsakaicin farashin batirin lithium carbonate ya faɗi daga yuan 549,000 a makon da ya gabata zuwa yuan 531,000, kuma matsakaicin farashin masana'antar lithium carbonate na masana'antu ya faɗi daga yuan 518,000 a makon jiya zuwa yuan 499,000.
An fahimci cewa tun daga karshen watan Nuwamba, farashin batirin lithium ya fara raguwa, kuma matsakaicin adadin baturi -grade lithium carbonate da masana'antu-grade lithium carbonate ya fadi fiye da kwanaki 20!
Me ya faru?Shin kasuwar lithium carbonate mai zafi za ta tafi har abada?Har yaushe raguwar za ta dore?
Dangane da bayanan kulab din kasuwanci, tun farkon watan Nuwamba, farashin lithium carbonate ya nuna koma baya sosai, wanda sau daya ya fadi daga yuan 580,000 zuwa yuan 510,000.Ya taba faduwa zuwa yuan 510,000/ton, kuma da akwai halin ci gaba da bincike.
Farashin haram!Dakatar da tallafi!Farashin ya faɗi cikin ƙarshe?
Dole ne in yi nishi cewa hakika wannan kasuwa kwana biyu ne na kankara da wuta.Farashin watan da ya gabata har yanzu yana kan kololuwar yuan 600,000/ton, amma yanzu wannan yanayin ne.
Manufofi: haramta daga farashin.A ranar 18 ga Nuwamba, Babban Ofishin Ma'aikatar Masana'antu da Fasahar Watsa Labarai da Babban Ofishin Kula da Kasuwa na Jiha na Kula da Kasuwa da Gudanarwa sun ba da "Sanarwa kan Yin ingantaccen Ci gaban Sarkar Samar da Batir Lithium-ion Battery Industry" (nan gaba. wanda ake kira da “Sanarwa”) ya nuna cewa ya kamata sassan sa ido kan Kasuwa su karfafa sa ido, su yi bincike sosai tare da hukunta sama da kasa na masana’antar batirin lithium don tara abin ban mamaki, hauhawar farashin, da gasa mara kyau don kiyaye tsarin kasuwa.
Masana'antu: Dakatar da tallafi.Ga sabbin masana'antar makamashi, wannan shekarar ma ita ce shekarar karshe na tallafin da gwamnati ke baiwa sabbin motocin makamashi, kuma yiwuwar sake tsawaita wa'adin ya yi kadan.Annobar da ta sake barkewa a wannan shekarar kuma tana shafar matakin amfani da mabukaci zuwa wani matsayi, kuma jerin motocin na samun tallafi daga gwamnati.Sannu a hankali.
Shin wurin jujjuyawar ne?Kamfanoni har yanzu suna haɓaka samar da hauka!
Daga wannan ra'ayi, da alama cewa jujjuyawar kasuwar lithium carbonate ta isa, amma Guanghua Jun ya gano cewa har yanzu kamfanoni da yawa suna hauka don samarwa.Suna da ra'ayi daban-daban akan lithium carbonate!
A cewar sanarwar masana'antar hakar ma'adinai mai girma, kamfanin, Guocheng Holdings, Shanghai Jinyuan Sheng, da Jingcheng Zuba Jari sun yi niyyar saka hannun jari a birnin Chifeng na Mongoliya ta ciki, da zuba jari a ayyuka kamar raya albarkatun ma'adinai da sabbin ci gaban masana'antar makamashi.Yuan miliyan 100, ƙirƙirar wurin shakatawa na masana'antu "ƙananan-carbon" a cikin cikakken jerin masana'antu na batirin lithium.Filin shakatawa na masana'antu yana shirin gina ayyukan takwas, gami da ayyukan samar da sinadarin lithium carbonate, sauran ayyukan gishirin lithium, sabbin ayyukan raya tashar makamashi, ayyukan samar da batir masu inganci, ton 100,000 na graphite mara kyau kayan hade da aikin, 10GWH aikin sarrafa batirin lithium, baturi Shirye-shiryen Zuba Jari tare da tashoshin wutar lantarki na jama'a, da saka hannun jari da tashoshi masu maye gurbin.
Duk da haka, manema labarai sun tuntubi kamfanoni da yawa na lithium.Kamfanoni gabaɗaya sun yi imanin cewa farashin baturi-grade lithium carbonate har yanzu yana kan babban matakin.Ganfeng Lithium ya kuma fada a ranar 21 ga watan Disamba cewa farashin lithium carbonate na ci gaba da aiki a halin yanzu, kuma kamfanin ya yi imanin cewa sauyin yanayi na al'ada ne.
“Mun yanke hukuncin cewa matakin rage farashin bai iso ba.Kodayake farashin lithium carbonate ya ɗan bambanta, tasirin kamfanin ba shi da kyau. ”Fu Neng Technology ya ce farashin lithium carbonate ya kai yuan 300,000/ton.A halin yanzu Farashin har yanzu yana kusa da yuan 500,000 / ton, kuma har yanzu yana kan matsayi mai girma, tare da iyakancewar tasiri na raguwa kaɗan.
Yaushe wurin juyawa zai zo?Ina zan je bayan bibiya?
A haƙiƙa, baya ga tasirin tallan tallace-tallace, tallafin da ake samu mai tsadar gaske ga lithium carbonate shine tsadar kayayyaki da buƙatu da ma'adinan lithium, kuma warware rashin daidaituwar kayayyaki da buƙata shine tushen rage tsadar albarkatun lithium.Sai dai kuma bisa saurin da ake samarwa a yanzu, samar da sinadarin lithium a shekarar 2023 zai karu da kashi 22%, wanda hakan zai rage matsalar karancin lithium zuwa wani matsayi.
Don yanayin farashin lithium carbonate, kamfanonin sarkar masana'antu kuma sun ba da wasu tsinkaya da ra'ayoyi.Sakatare-janar na reshen aikace-aikacen batir Zhang Yu, ya bayyana cewa, tare da fitar da tsarin aikin a hankali, an yi kiyasin cewa farashin kayayyakin da ke da alaƙa zai ragu daga shekara mai zuwa, kuma sannu a hankali zai zama daidai;Ana sa ran cewa dukkanin sarkar masana'antu za su kasance rarar ma'adinan lithium a ƙarshe.
Lokacin aikawa: Janairu-06-2023