A cikin 2022 da ta gabata, kasuwar samfuran sinadarai ta cikin gida ta nuna raguwar hankali gabaɗaya.Dangane da kididdiga daga kulab din kasuwanci, kashi 64% na samfuran sinadarai na yau da kullun 106 da aka sanya ido a cikin 2022, 64% na samfuran sun faɗi, 36% na samfuran sun tashi.Kasuwancin samfuran sinadarai sun nuna haɓaka sabbin nau'ikan makamashi, raguwar samfuran sinadarai na gargajiya, daidaita kayan albarkatun ƙasa Tsarin.A cikin jerin jerin "Bita na Kasuwar Sinadarai ta 2022" da aka ƙaddamar a cikin wannan bugu, za a zaɓi samfuran sama masu tasowa da faɗuwa don bincike.
2022 babu shakka babban lokaci ne a kasuwar gishirin lithium.Lithium hydroxide, lithium carbonate, lithium iron phosphate, da phosphate tama sun mamaye kujeru 4 na sama a jerin karuwar samfuran sinadarai, bi da bi.Musamman, kasuwar lithium hydroxide, babban waƙar waƙar haɓaka mai ƙarfi da tsayin daka a cikin shekara, a ƙarshe ta mamaye jerin karuwar 155.38% na shekara-shekara.
Zagaye biyu na ƙaƙƙarfan ja yana tashi da haɓaka mai ƙima
Halin kasuwancin lithium hydroxide a cikin 2022 ana iya raba shi zuwa matakai uku.A farkon shekarar 2022, kasuwar lithium hydroxide ta bude kasuwa a kan matsakaicin farashin yuan 216,700 (farashin tan, iri daya a kasa).Bayan haɓaka mai ƙarfi a cikin kwata na farko, ya kiyaye babban matakin a cikin kashi na biyu da na uku.Matsakaicin farashin yuan 10,000 ya ƙare, kuma shekarar ya karu da 155.38%
A cikin kwata na farko na 2022, karuwar kwata kwata a kasuwar lithium hydroxide ya kai 110.77%, wanda a cikin Fabrairu ya karu zuwa mafi girma shekara, ya kai 52.73%.Bisa kididdigar da kungiyoyin kasuwanci suka yi, a wannan mataki, ana samun tallafin tama mai na sama, kuma farashin lithium carbonate ya ci gaba da tallafawa lithium hydroxide.A lokaci guda, saboda matsatsin albarkatun ƙasa, jimlar yawan aiki na lithium hydroxide ya faɗi zuwa kusan kashi 60 cikin ɗari, kuma farfajiyar wadatar ta kasance m.Bukatar lithium hydroxide a cikin masana'antun batir mai girma -nickel ternary ya karu, kuma rashin daidaituwar wadata da buƙatu ya haɓaka haɓaka mai ƙarfi a farashin lithium hydroxide.
A cikin kashi na biyu da na uku na shekarar 2022, kasuwar lithium hydroxide ta nuna wani yanayi mai saurin canzawa, kuma matsakaicin farashi ya tashi kadan da kashi 0.63% a cikin wannan zagayen.Daga Afrilu zuwa Mayu na 2022, lithium carbonate ya raunana.Wasu sabbin ƙarfin wasu masana'antun lithium hydroxide da aka saki, haɓakar wadatar kayayyaki gabaɗaya, buƙatun siyan tabo na cikin gida ya ragu, kuma kasuwar lithium hydroxide ta bayyana mai girma.Tun daga watan Yunin 2022, an ɗaga farashin lithium carbonate kaɗan don tallafawa yanayin kasuwa na lithium hydroxide, yayin da sha'awar binciken ƙasa ya ɗan inganta.Ya kai yuan 481,700.
Shiga cikin kwata na huɗu na 2022, kasuwar lithium hydroxide ta sake tashi, tare da karuwa a cikin kwata na 14.88%.A cikin yanayin kololuwar yanayi, samarwa da siyar da sabbin motocin makamashi a tashar sun karu sosai, kuma kasuwa tana da wahalar samu.Sabuwar manufar tallafin makamashi na gabatowa a ƙarshen ƙarshe, kuma wasu kamfanonin motoci za su shirya tukuna don fitar da kasuwar lithium hydroxide don tsananin buƙatar batura masu ƙarfi.A lokaci guda, da annobar cikin gida ta shafa, wurin samar da kasuwa yana da tsauri, kuma kasuwar lithium hydroxide za ta sake tashi.Bayan tsakiyar Nuwamba 2022, farashin lithium carbonate ya ragu, kuma kasuwar lithium hydroxide ya ragu kaɗan, kuma farashin ƙarshe ya rufe akan yuan 553,300.
Samar da albarkatun kasa na sama yana da matsi
Idan aka waiwaya baya a 2022, ba wai kasuwar lithium hydroxide kawai ta tashi kamar bakan gizo ba, amma sauran samfuran gishirin lithium sun yi haske.Lithium carbonate ya tashi 89.47%, lithium iron phosphate ya karu da karuwa na shekara-shekara na 58.1%, kuma karuwar takin phosphorus ta sama na lithium iron phosphate shi ma ya kai 53.94%.Essence Masana'antar ta yi imanin cewa babban dalilin da ya sa gishirin lithium ya yi tashin gwauron zabo a shekarar 2022 shi ne yadda farashin albarkatun lithium ke ci gaba da hauhawa, lamarin da ya sa ake ci gaba da samun karuwar karancin gishirin lithium, wanda hakan ya sa farashin gishirin lithium ya yi yawa.
A cewar wani sabon ma’aikacin kasuwancin batirin makamashi a Liaoning, an raba lithium hydroxide zuwa hanyoyin samar da lithium hydroxide da tafkin gishiri da ke shirya wa tafkin lithium hydroxide da tafkin gishiri.Lithium hydroxide bayan masana'antu-grade lithium carbonate.A cikin 2022, kamfanoni masu amfani da lithium hydroxide da ke amfani da pylori sun kasance ƙarƙashin ƙarancin albarkatun ma'adinai.A gefe guda, ƙarfin samar da lithium hydroxide yana iyakance ƙarƙashin ƙarancin albarkatun lithium.A gefe guda kuma, a halin yanzu akwai ɗimbin masu kera lithium hydroxide da aka tabbatar da bututun batir na ƙasa da ƙasa, don haka samar da babban ƙarfin lithium hydroxide ya fi ƙanƙanta.
Ping An Securities manazarci Chen Xiao ya yi nuni da a cikin rahoton binciken cewa matsalar danyen abu abu ne mai matukar tayar da hankali ga sarkar masana'antar batirin lithium.Ga hanyoyin hawan tekun gishiri brine lithium, saboda sanyin yanayi, fitar da tafkunan gishiri yana raguwa, kuma wadatar tana da karancin wadata, musamman a kashi na farko da na hudu.Saboda karancin albarkatun sinadarin lithium iron phosphate, saboda karancin sifofin albarkatu, samar da tabo bai isa ba kuma ya inganta babban matakin aiki, kuma karuwar shekara-shekara ya kai 53.94%.
Sabbin buƙatun makamashi na ƙarshe ya ƙaru
A matsayin mabuɗin albarkatun ƙasa don manyan batura lithium-ion - nickel ternary, haɓaka mai ƙarfi na buƙatun sabbin masana'antun makamashi na ƙasa ya ba da kuzarin tushe fiye da hauhawar farashin lithium hydroxide.
Ping An Securities ya yi nuni da cewa sabuwar kasuwar tashar makamashi ta ci gaba da yin karfi a shekarar 2022, kuma har yanzu ayyukanta na da ban mamaki.Samar da masana'antun batir na ƙasa a cikin lithium hydroxide yana aiki, kuma buƙatun manyan batura na ternary nickel da lithium baƙin ƙarfe yana ci gaba da haɓaka.Bisa kididdigar da aka samu daga kungiyar hada-hadar motoci ta kasar Sin, daga watan Janairu zuwa Nuwamba na shekarar 2022, yawan kera da sayar da sabbin motoci masu amfani da makamashi ya kai miliyan 6.253 da miliyan 60.67. .
A cikin mahallin ƙarancin albarkatu da buƙatu mai ƙarfi, farashin gishirin lithium kamar lithium hydroxide ya yi tashin gwauron zabi, kuma sarkar masana'antar wutar lantarki ta lithium ta fada cikin "damuwa".Duk masu samar da kayan batir, masana'anta da sabbin masana'antun kera motoci suna haɓaka siyan gishirin lithium.A cikin 2022, masana'antun kayan baturi da yawa sun rattaba hannu kan kwangilolin wadata tare da masu siyar da lithium hydroxide.Wani reshen mallakar gabaɗaya na Avchem Group ya rattaba hannu kan kwangilar samar da batir lithium hydroxide tare da Axix.Har ila yau, ta rattaba hannu kan kwangila tare da reshen Tianyi Lithium na Tianhua Super Clean da Sichuan Tianhua na kayayyakin lithium hydroxide masu karfin baturi.
Baya ga kamfanonin batir, kamfanonin mota kuma suna fafutuka sosai don samar da kayan lithium hydroxide.A shekarar 2022, an ba da rahoton cewa, Mercedes-Benz, BMW, General Motors da sauran kamfanonin kera motoci sun rattaba hannu kan yarjejeniyoyin samar da batir lithium hydroxide, kuma Tesla ya ce zai gina wata masana'antar sinadarai ta lithium hydroxide mai darajar batir, kai tsaye ta shiga cikin fannin. samar da sinadarin lithium.
Gabaɗaya, haɓakar haɓakar haɓakar sabbin masana'antar kera motoci ta samar da buƙatun kasuwa mai yawa na lithium hydroxide, kuma ƙarancin albarkatun lithium na sama ya haifar da ƙarancin ƙarfin samar da lithium hydroxide, wanda ya sa farashin kasuwarsa ya kai matsayi mai girma.
Lokacin aikawa: Fabrairu-02-2023