"Waxaa jira lithium si loo tago meel kasta, ma jiro lithium inch oo adag in la socdo".
Tani caan ah afkoda, in kasta oo in yar la buunbuuniyey, laakiin eray ku saabsan heerka caanka ah ee warshadaha lithium.
Waa maxay macquulka ah ee hit weyn?
Bisha Oktoobar, saddexdii biloodba mar saadaasha muddada siideynta degdega ah, dhammaan noocyada lacagaha iyo furitaanka mowjadda wareejinta booska.
Laga bilaabo Oktoobar 21, Shanghai iyo Shenzhen waxay leeyihiin in ka badan 360 shirkadood oo liiska ku jira oo la shaaciyay, heerka waxqabadka in ka badan 90%.Laga soo bilaabo qaybinta warshadaha, photovoltaic, qalabka baytariyada lithium iyo kuwa kale ee caanka ah ayaa si habboon u faraxsan, qaar ka mid ah waxqabadka shirkadaha hormuudka ah ayaa si gaar ah u ifaya.
Ningde Times, tusaale ahaan, waxaa la filayaa in ay soo celiso faa'iido saafi ah oo dhan 16.5 bilyan yuan ilaa 18 bilyan yuan saddexda rubuc ee ugu horreeya, korodhka 112.87% ilaa 132.22% isla muddadaas sannadkii hore, oo dhaaftay heerkii sanadka oo dhan 15.93 bilyan yuan).
Rubuca saddexaad ee faa'iidada saafiga ah ee hooyada ayaa la filayaa inay u dhexeyso 8.8 bilyan yuan iyo 9.8 bilyan yuan, heerka kobaca sanadlaha ah ee 169.33%-199.94%.In ka badan wadarta labadii rubuc ee sanadkan (8.16 bilyan yuan), dakhli maalinle ah oo ku saabsan 100 milyan yuan.
Marka lagu daro Ning Wang, tamarta lithium Yiwei isla maalintaas ayaa sidoo kale ka baxay war wanaagsan: seddexda bilood ee ugu horreeya faa'iidada saafiga ah ayaa la filayaa in ay noqoto 2.437 bilyan yuan - 2.659 bilyan yuan, korodhka 10% -20%, rubuci saddexaad ee faa'iidada saafiga ah. 1.082 bilyan yuan - 1.298 bilyan yuan, koror ah 50% -80% rubuci saddexaad ee dakhliga saafiga ah ee 1.082-1.298 bilyan yuan, korodhka 50-80 boqolkiiba.
Oktoobar 14, lithium oo hogaaminaya warshadaha Ganfeng lithium ayaa sii daayay saadaal waxqabad: faa'iidada saafiga ah ayaa la filayaa in ay noqoto 14.3 bilyan yuan - 15.3 bilyan yuan, korodhka sanadka ee 478.29% - 518.73%.Waxaa ka mid ah, rubuci saddexaad ee faa'iidada saafiga ah ayaa la filayaa inuu kordho wax ka badan 5.67 jeer.
Warshadaha kale ee hogaaminaya lithium, laakiin sidoo kale waxqabadka "wax qarxa": seddexda rubuc ee ugu horreeya ee faa'iidada saafiga ah ayaa la filayaa in ay noqoto 15.2 bilyan yuan - 16.9 bilyan yuan, korodhka 2768.96% - 3089.83%, rubuci saddexaad ee faa'iidada saafiga ah ayaa la filayaa 5 bilyan yuan -6.5 bilyan yuan, koror ah 1026.10% -1363.92%.
Indho cas oo buuxa iyo raynrayn wadajir ah, waa in la sheegaa in 2022 ay sannad weyn u tahay warshadaha baytariga lithium.
Dhab ahaantii, suuqa labaad ayaa la hadheeyay.Oktoobar 11, kaydka lithium ayaa si degdeg ah kor ugu kacay.Dhammaadka maalinta, tusmada baytariyada lithium ayaa kor u kacay in ka badan 2 boqolkiiba.Waxaa ka mid ah, bilyan tamarta lithium-ka ayaa kor u kacday 6.16%, Ningde Times ayaa kor u kacday 5.97%, qiimaha suuqa ayaa dib ugu soo noqday calaamadda trillion yuan.
Maxaa kor u kacaya?
Kobaca waxqabadka, Ningde Times wuxuu sheegay in horumarka degdega ah ee warshadaha tamarta cusub ee gudaha iyo dibaddaba, suuqa baytariyada tamarta iyo kaydinta tamarta ay sii wadaan inay koraan.Shirkaddu waxay sii waddaa inay bilawdo xalalka wax soo saarka ee hormuudka ah iyo xoojinta dadaalka horumarinta suuqa, oo ay weheliso sii-deynta awoodda wax-soo-saarka ee qaabka hore, wax-soo-saarka iyo iibka iibka ayaa si weyn u kordhay.
EVERLIGHT waxa uu tilmaamay in, dhinaca kale, marka laga eego asalka korodhka fiiqan ee kor u kaca ee qiimaha alaabta waaweyn, ay wakhti ku hagaajisay habka qiimaha badeecada, iyo faa'iidada xariiqa badeecada si fiican ayaa loo hagaajiyay;Marka labaad, ganacsiga ugu weyn ee ganacsiga batteriga ayaa si wanaagsan u koraya, iyadoo warshadda cusub iyo khadka cusub ee wax soo saarka ay galeen marxaladda wax soo saarka ballaaran, miisaanka shixnadaha shirkadu si xawli ah ayuu u korayaa.
Runtii, ka faa'iidaysiga kobaca suuqa aadka u sarreeya, silsiladda baabuurta tamarta cusub waxay keenaysaa waqti naadir ah oo fursad ah.
Sida laga soo xigtay Ururka Shiinaha ee Soosaarayaasha Baabuurta, 2014, iibka tamarta cusub ee Shiinaha wuxuu ahaa kaliya 75,000 oo unug;2021, in ka badan 3.5 milyan unug.Sannadkan, Ururka Shiinaha ee Soosaarayaasha Gawaadhida (CAAM) ayaa saadaasha iibka ah ku kordhiyey 6 milyan oo baabuur, waxaanay sheegeen in laga yaabo inay intaas ka dib kor u qaadaan.Bishii Sebtembar ee sanadkan, heerka tafaariiqda tafaariiqda cusub ee Shiinaha ayaa gaadhay 31.8 boqolkiiba, kor u kac boqolkiiba 11 ah laga soo bilaabo Sebtembar 2021.
Isla mar ahaantaana, heerka gelitaanka suuqyada dibadda ayaa sidoo kale si degdeg ah u kordhaya.Xogta Kastamku waxay muujinaysaa in bishii Agoosto ee sanadkan, dhoofinta Shiinaha ee baabuurta tamarta cusub ay gaartay 83,000 unug ilaa 82.3% sanad walba, taasoo ka dhigan 27% wadarta dhoofinta baabuurta isla muddadaas, waana rikoor sare.
Laga bilaabo Agoosto 2022, iibka cusub ee baabuurta tamarta ee Shiinaha ayaa lagu qiyaasay 70 boqolkiiba adduunka, isagoo noqday awood xoog leh oo aan gabi ahaanba la iska indho tiri karin.Dhawaan shanta baabuur ee ugu sareysa adduunka ayaa muujinaya Paris Motor Show, BYD Han, Wei brand Coffee 01, Ola Funky Cat iyo alaabada kale ee ugu horeysa, waxay dejisay dabayl cusub oo Shiinaha ah.
Shaki kuma jiro in Shiinuhu uu horeba u yahay dabaysha muhiimka ah ee hogaaminaysa warshadaha baabuurta tamarta cusub ee caalamiga ah.
Koritaanka baahida qarxa, qiimaha milixda lithium, alaabta ceeriin ee ugu weyn ee baytariyada korontada, ayaa sii waday inay kor u kacdo tan iyo 2021.
Oktoobar 14, 2022, qiimaha lithium carbonate ee heerka batteriga gudaha wuxuu gaaray 526,000 yuan / ton, isagoo garaacay rikoor sare, marka la barbar dhigo 278,000 yuan / ton bilowgii sanadka wuxuu kordhay ku dhawaad boqolkiiba 90.Marka la barbar dhigo Oktoobar 14, 2020, 4.1 milyan yuan / ton, oo aad u kordhay ku dhawaad 12 jeer.
Waalan kaliya maaha lithium carbonate, Oktoobar 14, 2020 lithium hydroxide gudaha 4.9 milyan yuan / ton, Oktoobar 14, 2022 ayaa gaadhay 51.75 milyan yuan / ton.
Sida laga soo xigtay xogta ay sii daayeen Ururka Shanghai Steel Association, Oktoobar 18, heerka baytari lithium carbonate wuxuu kacay 2,000 yuan / ton, celceliska qiimaha 53.75 milyan yuan / ton, heerka warshadaha lithium carbonate ayaa kacay 2,500 yuan / ton, celceliska qiimaha 52.3 milyan yuan / ton, labaduba waxay gaadheen rikoor sare.
Dhammaan noocyada kala duwan ee arrimood ayaa la isku daraa, warshadaha lithium-ka ee goobta ku yaal ayaa wada duulaya, xirfadlayaasha shirkadu, iyo xitaa shirkadaha waaweyn ee warshadaha waxay yiraahdaan: Dhammaan warshadaha gawaarida tamarta cusub, waxay u shaqeynayaan macdanta lithium "shaqada".
Waqti, shirkadaha warshadaha lithium waxay noqdeen kuwa ugu sarreeya silsiladda noolaha.
Agaasimaha Zhongtai Capital Wang Dongwei ayaa yiri, kicinta qiimaha macdanta lithium-ka ee kor u kacay waxaa jira laba arrimood oo dhow iyo kuwa fog.
Muddada gaaban, sababaha xilliyeedku waxay horseedeen hoos u dhaca wax soo saarka harada Qinghai Salt, oo ay weheliso saamaynta cudurka faafa ee gaadiidka, ilaha lithium-ka ayaa si ciriiri ah u bixiya.Shirkadaha hoose dhamaadka sanadka si ay ula qabsadaan shaqada, kaydin badan, xoojinta yaraanta sahayda.
Muddada dheer, qiimaha lithiumku wuu kordhayaa sababtoo ah isku dheelitir la'aanta u dhaxaysa sahayda iyo baahida, mashruuca kheyraadka lithium-ku wuxuu qaadanayaa ilaa shan sano in la dhamaystiro, halka baahida hoose ay si degdeg ah u kordheyso, awoodda degdegga ah ee lithium-kuna ma badna.
Waa wax aan la dafiri karin in tamarta cusub ay weli tahay dariiqa dahabiga ah ee heerka koowaad xilligan.
Falanqeeyaha warshadaha Yu Shengmei ayaa yiri: haddii mustaqbalka kobaca mustaqbalka, ama kor u kaca sare ee hadda, oo ay ku jiraan miisaanka warshadaha, aan la barbar dhigin waddo kale.Laakiin tani macnaheedu maaha in suuqa tamarta cusub aanu ahayn meerto, warshaduhu maaha kuwo buuxa.
Heerka gelitaanka baabuurta cusub ee tamarta oo ku soo dhowaanaysa 30%, warshadaha baytariyada waaweyn, dhirta martida loo yahay iyo waxay ahayd balaadhin weyn oo wax soo saar ah.Marka heerka kobaca suuqa baabuurku hoos u dhaco, awoodda wax-soo-saarka batteriga ayaa la saarayaa siidaynta, ka-soo-noqoshada buux-dhaafka ee suurtogalka ah ama u oggolow suuqa inuu isla markiiba beddelo wejiga, ka dibna hoos u dhaco baal digaag ah.
La-hawlgalayaasha Keystone Capital Yang Shengjun wuxuu yiri, jidka tamarta cusub ee sanadaha soo socda ayaa weli ku jira xilliga kororka, ugu horrayn ilaa 2025 ayaa laga yaabaa inay horseeddo heerka sare ee warshadaha.In kasta oo ay adkaan karto in la sii wado korniinka labanlaabmay ee labadii sano ee la soo dhaafay, haddana waxa ay ku jirtaa guud ahaan marxaladda xawliga u koraysa.
Falanqeeyaha warshadaha fosfooraska ee Lithium ee Lonzhong ayaa yiri: Qaabka hadda jira ee shirkadaha kala duwan ee fosfooraska birta lithium ayaa waqti badan ku qaadanaya si ay u qabsadaan suuqa, laakiin sababo kala duwan, inta badan horumarka dhismaha aaladda ayaa dib u dhac ku yimid, hadda, awoodda xad-dhaafka ah ee ku-meel-gaarka ah ee muddada-gaaban ma muuqan doonto, laakiin iyadoo si joogto ah loo sii daayo awoodda wax-soo-saarka cusub, ayaa la filayaa ka dib labada sano ee soo socota, lithium iron phosphate waxay la kulmi kartaa xaalad awood xad-dhaaf ah.
Eray ahaan, markaa dababka dabka ayaa sidoo kale leh saqaf khayaali ah, baahida loo qabo in laga digtoonaado wax badan, aad u qallafsan oo gardarro ah, luminta ixtiraamka khatarta ah.Waagii hore, laga bilaabo photovoltaic ilaa shaaha caanaha, raadku aad ayuu uga kulul yahay waxa aan fiicnayn.
Warshadaha lithium-ka ayaa wali leh xilli dahabi ah, laakiin kama foga xilliga isku shaandhaynta jiilaalka.Dhakhaatiirtu uma dulqaadan karaan sakhraan badan oo xad-dhaaf ah, ma aha in la xuso suurtagalnimada in la jiifsado si ay u guuleystaan, waxa kaliya ee ay tahay in lagu dhaqmo tayada shaqada gudaha, tignoolajiyada si loo abuuro shaqo, aasaaska warshadaha adag, xoog khatar ah oo dhamaystiran, waxaa suurtagal ah in la sii wado si joogto ah u koraan, isku shaandhaynta soo socota ilaa jiilaalka.
Sida ay xaaladdu u wanagsan tahay, waa in badan oo ay tahay in aan ku dul soconno baraf dhuuban, inta badan gambaleelka digniinta ayaa garaacaya.Bang, waxaan la yaabanahay imisa riyooda ayaa toosi kara?
Waqtiga boostada: Oct-25-2022