Faɗuwar yuan 10,000 a rana! Farashin lithium carbonate ya yi mummunan raguwa!
Kwanan nan, farashin lithium carbonate na matakin batiri ya faɗi sosai. A ranar 26 ga Disamba, kayan batirin lithium sun faɗi sosai farashin batirin lithium. Matsakaicin farashin lithium carbonate na matakin baturi ya faɗi daga yuan 549,000 a kowace tan a makon da ya gabata zuwa yuan 531,000 a kowace tan, kuma matsakaicin farashin lithium carbonate na matakin masana'antu ya faɗi daga yuan 518,000 a kowace tan a makon da ya gabata zuwa yuan 499,000 a kowace tan.
An fahimci cewa tun daga ƙarshen watan Nuwamba, farashin batirin lithium ya fara raguwa, kuma matsakaicin ƙimar lithium carbonate mai matakin batir da lithium carbonate mai matakin masana'antu ya faɗi sama da kwanaki 20!
Me ya faru? Shin kasuwar lithium carbonate mai zafi za ta ƙare har abada? Har yaushe raguwar za ta kasance?
A cewar bayanai daga ƙungiyar kasuwanci, tun farkon watan Nuwamba, farashin lithium carbonate ya nuna raguwar da aka samu, wanda a da ya faɗi daga yuan 580,000/ton zuwa yuan 510,000/ton. Ya taɓa faɗuwa zuwa yuan 510,000/ton, kuma akwai yiwuwar ci gaba da bincike.
Farashin da aka haramta! Dakatar da tallafin kuɗi! Farashin ya faɗi cikin wani yanayi da aka riga aka manta?
Dole ne in yi ajiyar zuciya cewa wannan kasuwa ta cika kwana biyu na kankara da wuta. Farashin watan da ya gabata har yanzu yana cikin kololuwar yuan 600,000/ton, amma yanzu wannan yanayin ne.
Manufofi: sun haramta ɗaga farashi. A ranar 18 ga Nuwamba, Babban Ofishin Ma'aikatar Masana'antu da Fasahar Bayanai da Babban Ofishin Kula da Kasuwa na Jiha sun fitar da "Sanarwa kan Yin Ingantaccen Ci Gaban Tsarin Samar da Kayan Wutar Lantarki na Batirin Lithium-ion" (wanda daga baya ake kira "Sanarwa") sun nuna cewa ya kamata sassan kula da kasuwa su ƙarfafa kulawa, su yi bincike sosai kuma su hukunta masana'antar batirin lithium don tara farashi mai ban mamaki, hauhawar farashi, da kuma gasa mara kyau don kiyaye tsarin kasuwa.
Masana'antu: Dakatar da tallafin. Ga sabuwar masana'antar makamashi, wannan shekarar ita ce shekarar ƙarshe ta tallafin gwamnati ga sabbin motocin makamashi, kuma yuwuwar tsawaitawa ba ta da yawa. Annobar da ta sake barkewa a wannan shekarar kuma tana shafar matakin amfani da masu amfani da ita zuwa wani mataki, kuma gwamnati tana ba da tallafin jiragen ƙasa. A hankali.
Shin batun canjin kuɗi ne? Kamfanoni har yanzu suna faɗaɗa samar da kayayyaki marasa amfani!
Daga wannan mahangar, da alama an samu canjin yanayin kasuwar lithium carbonate, amma Guanghua Jun ta gano cewa kamfanoni da yawa har yanzu suna cikin hayyacinsu wajen samarwa. Suna da ra'ayoyi daban-daban game da lithium carbonate!
A cewar sanarwar Masana'antar Ma'adinai ta Greater Mining, kamfanin, Guocheng Holdings, Shanghai Jinyuan Sheng, da Jingcheng Investment sun yi niyyar zuba jari a Chifeng City, Inner Mongolia, inda za su zuba jari a ayyukan kamar haɓaka albarkatun ma'adinai da haɓaka sabbin masana'antar makamashi. Yuan miliyan 100, ƙirƙirar wurin shakatawa na masana'antu "marasa carbon" a cikin cikakken sarkar masana'antu na batirin lithium. Wurin shakatawa na masana'antu yana shirin gina ayyuka takwas, ciki har da ayyukan samar da lithium carbonate, sauran ayyukan gishirin lithium, sabbin ayyukan haɓaka tashoshin samar da wutar lantarki ta makamashi, ayyukan samar da kayan batir masu kyau, tan 100,000 na kayan graphite na wucin gadi na wucin gadi, aikin kera batirin lithium 10GWH, ayyukan saka hannun jari na batir tare da tashoshin adana wutar lantarki na jama'a, da kuma tashoshin saka hannun jari da maye gurbinsu.
Duk da haka, 'yan jarida sun tuntubi wasu kamfanonin lithium. Kamfanoni gabaɗaya sun yi imanin cewa farashin lithium carbonate mai nauyin batir har yanzu yana kan babban mataki. Ganfeng Lithium ya kuma ce a ranar 21 ga Disamba cewa farashin lithium carbonate har yanzu yana aiki mai yawa a halin yanzu, kuma kamfanin ya yi imanin cewa wannan sauyi ya zama ruwan dare.
"Mun yi hukunci cewa matakin rage farashin da ake da shi a yanzu bai kai ba. Duk da cewa farashin lithium carbonate yana canzawa kaɗan, tasirin da kamfanin ke da shi ba shi da kyau." Fu Neng Technology ta ce farashin lithium lithium carbonate ya kai kusan yuan 300,000/ton. A halin yanzu Farashin har yanzu yana kusa da yuan 500,000/ton, kuma har yanzu yana kan babban mataki, tare da ɗan ƙaramin tasiri na raguwa.
Yaushe ne lokacin juyawa zai zo? Ina zan je bayan bin diddigin lamarin?
A gaskiya ma, baya ga tasirin da kasuwar ke yi, tallafin lithium carbonate mai tsada shi ne farashin wadata da buƙata da kuma ma'adinin lithium, kuma magance rashin daidaiton wadata da buƙata shine tushen rage farashin albarkatun lithium mai tsada. Duk da haka, bisa ga saurin samarwa a yanzu, samar da lithium a shekarar 2023 zai ƙaru da kashi 22%, wanda zai rage matsalar ƙarancin lithium zuwa wani mataki.
Dangane da yanayin farashin lithium carbonate, kamfanonin sarkar masana'antu suma sun bayar da wasu hasashe da ra'ayoyi. Zhang Yu, Sakatare Janar na Reshen Aikace-aikacen Batirin Wutar Lantarki, ya ce tare da sakin tsarin ƙarfin aiki a hankali, ana kiyasta cewa farashin kayan da suka shafi zai faɗi daga shekara mai zuwa, kuma a hankali zai zama mai ma'ana; Ana sa ran cewa dukkan sarkar masana'antu za ta kasance mai yawa daga ma'adinan lithium a ƙarshe.
Lokacin Saƙo: Janairu-06-2023