"Akwai lithium don zuwa ko'ina, babu lithium inch mai wuyar tafiya".
Wannan mashahurin mai tushe, ko da yake an ƙara gishiri kaɗan, amma kalma game da matakin shaharar masana'antar lithium.
Menene ma'anar babban hit?
A cikin Oktoba, hasashen uku na kwata-kwata zuwa cikin lokacin saki mai ƙarfi, kowane nau'in kuɗi da buɗe kalaman canja wurin matsayi.
Ya zuwa ranar 21 ga Oktoba, Shanghai da Shenzhen suna da kamfanoni sama da 360 da aka lissafa, adadin ayyukan da ya wuce kashi 90%.Daga rarrabawar masana'antu, photovoltaic, kayan baturin lithium da sauran shahararrun waƙa suna da farin ciki sosai, wasu manyan ayyukan masana'antu suna da haske musamman.
Alal misali, Ningde Times, ana sa ran dawo da ribar da ta kai yuan biliyan 16.5 zuwa yuan biliyan 18 a cikin rubu'i uku na farko, adadin da ya karu da kashi 112.87% zuwa kashi 132.22 bisa dari a daidai wannan lokacin a bara, wanda ya zarce na cikakken shekarar bara ( Yuan biliyan 15.93).
Ribar da aka samu a cikin kwata na uku da ake sa ran za ta kasance tsakanin yuan biliyan 8.8 da yuan biliyan 9.8, karuwar karuwar kashi 169.33% -199.94% a duk shekara.Fiye da jimillar kashi biyu na farkon farkon wannan shekara (Yuan biliyan 8.16), kusan yuan miliyan 100 ne ake samu a kullum.
Baya ga Ning Wang, makamashin Lithium na Yiwei a wannan rana kuma ba a samu labari mai dadi ba: ana sa ran ribar kashi uku na farkon kwata zai kai yuan biliyan 2.437 - yuan biliyan 2.659, karuwar kashi 10% -20%, riba mai riba ce ta uku kwata. na yuan biliyan 1.082 - yuan biliyan 1.298, ya karu da kashi 50% -80% Kashi na uku kudin shiga na Yuan biliyan 1.082-1.298, ya karu da kashi 50-80 bisa dari.
14 ga Oktoba, Lithium da ke jagorantar masana'antar lithium ta Ganfeng ya fitar da hasashen aikin: ribar da ake sa ran za ta kai yuan biliyan 14.3 - yuan biliyan 15.3, karuwar shekara-shekara na 478.29% - 518.73%.Daga cikin su, ana sa ran kashi na uku na kwata na riba zai karu da fiye da sau 5.67.
Wani manyan masana'antar lithium, amma har da aikin "fashewa": ana sa ran kashi uku na farko na ribar da aka samu zuwa yuan biliyan 15.2 - yuan biliyan 16.9, karuwar 2768.96% - 3089.83%, ana sa ran kashi na uku na kwata na ribar 5 zuwa 5. Yuan biliyan -6.5 biliyan, ya karu da 1026.10% -1363.92%.
Cike da jajayen idanu da shagulgulan taro, dole ne a ce 2022 babbar shekara ce ga masana'antar batirin lithium.
A haƙiƙanin gaskiya, an riga an siffata kasuwar sakandare.Oktoba 11, hannun jari na lithium ya tashi da sauri.A ƙarshen rana, ma'aunin batirin lithium ya tashi sama da kashi 2 cikin ɗari.Daga cikin su, makamashin lithium biliyan ya tashi da kashi 6.16%, Ningde Times ya tashi da kashi 5.97%, darajar kasuwa ta koma darajar yuan tiriliyan.
Me yasa yake tashi?
Don ci gaban ayyukan, Ningde Times ya ce, tare da saurin bunkasuwar sabbin masana'antar makamashi a gida da waje, kasuwar batirin wutar lantarki da ajiyar makamashi na ci gaba da bunkasa.Kamfanin ya ci gaba da ƙaddamar da manyan hanyoyin samar da samfurori da kuma ƙarfafa ƙoƙarin ci gaban kasuwa, tare da sakin ikon samar da kayan aiki na farko, samarwa da tallace-tallace tallace-tallace ya karu sosai.
EVERLIGHT ya nuna cewa, a gefe guda, a kan tushen haɓakar haɓakar haɓakar manyan farashin kayayyaki, ya daidaita tsarin farashin kayan sa akan lokaci, kuma an fi gyara ribar kowane layin samfur;Na biyu, babban kasuwancin batir yana haɓaka da kyau, kuma tare da sabon masana'anta da sabon layin samarwa da ke shiga matakin samar da jama'a, sikelin jigilar kayayyaki na kamfanin yana haɓaka cikin sauri.
Tabbas, samun fa'ida daga haɓakar kasuwa mai girman gaske, sabuwar sarkar masana'antar abin hawa makamashi tana haifar da ƙarancin damammaki.
A cewar kungiyar masu kera motoci ta kasar Sin, a shekarar 2014, sabbin motocin makamashin da kasar Sin ta sayar da motoci guda 75,000 ne kawai;a cikin 2021, fiye da raka'a miliyan 3.5.A bana, kungiyar masu kera motoci ta kasar Sin (CAAM) ta kara hasashen sayar da motoci miliyan 6, kuma ta ce za ta iya kara bunkasa su daga baya.Ya zuwa watan Satumba na wannan shekara, sabon adadin dillalan motocin makamashi na kasar Sin ya kai kashi 31.8 bisa dari, wanda ya karu da kashi 11 cikin dari daga watan Satumban shekarar 2021.
A sa'i daya kuma, yawan shigar kasuwannin ketare yana karuwa cikin sauri.Alkaluman hukumar kwastam sun nuna cewa, a cikin watan Agustan bana, yawan motocin da kasar Sin ta fitar da sabbin motocin makamashi ya kai raka'a 83,000 da kashi 82.3% a duk shekara, wanda ya kai kashi 27% na adadin motocin da ake fitarwa a cikin wannan lokaci, wanda ya kai matsayi mafi girma.
Ya zuwa watan Agustan shekarar 2022, siyar da sabbin motocin makamashi na kasar Sin ya kai kusan kashi 70 cikin 100 na duniya, inda ya zama wani karfi mai karfi da ba za a iya yin watsi da shi ba.Kwanan nan manyan motoci biyar na duniya sun nuna Nunin Mota na Paris, BYD Han, Wei brand Coffee 01, Ola Funky Cat da sauran sabbin kayayyaki na farko, sun kunna sabuwar iskar Sinawa.
Ko shakka babu, kasar Sin ta riga ta zama muhimmiyar iskar da ke jagorantar sabbin masana'antar kera motoci ta duniya.
Hawa kan buƙatun fashewar abubuwa, farashin gishirin lithium, babban kayan da ake amfani da shi na batura masu ƙarfi, ya ci gaba da hauhawa tun daga 2021.
14 ga Oktoba, 2022, farashin batirin lithium carbonate na cikin gida ya kai yuan 526,000 / ton, wanda ya kai wani matsayi mai girma, idan aka kwatanta da yuan / ton 278,000 a farkon shekara ya karu da kusan kashi 90 cikin dari.Idan aka kwatanta da 14 ga Oktoba, 2020, yuan miliyan 4.1 / ton, ƙarin haɓaka kusan sau 12.
Hauka ba kawai lithium carbonate ba, Oktoba 14, 2020 lithium hydroxide na gida yuan miliyan 4.9 / ton, Oktoba 14, 2022 ya kai yuan miliyan 51.75 / ton.
Bisa kididdigar da kungiyar hadin gwiwar karafa ta Shanghai ta fitar, a ranar 18 ga watan Oktoba, batirin lithium carbonate ya karu da yuan 2,000, matsakaicin farashin yuan miliyan 53.75, masana'antar lithium carbonate ya tashi yuan / ton 2,500, matsakaicin farashin Yuan miliyan 52.3 / ton, dukkansu sun sami matsayi mai girma.
Duk nau'ikan dalilai sun haɗu, masana'antar lithium a wurin suna tashi tare, masu gudanar da liyafar kamfanin, har ma da manyan masana'antu suna cewa: duk sabbin masana'antar motocin makamashi, suna aiki don ma'adinan lithium "aiki".
A lokaci guda, kamfanonin masana'antar lithium sun zama manyan nau'ikan sarkar halittu.
Darektan babban birnin Zhongtai Wang Dongwei ya ce, da ke kara kuzarin farashin ma'adanin lithium, akwai abubuwa biyu na gajeren lokaci da na dogon lokaci.
A cikin gajeren lokaci, dalilai na yanayi sun haifar da raguwar samar da tafkin Qinghai Salt, tare da tasirin annobar a kan sufuri, albarkatun lithium suna wadata sosai.Kamfanoni na ƙasa a ƙarshen shekara don cim ma aiki, tara tarin yawa, ƙara ƙarancin wadatar kayayyaki.
A cikin dogon lokaci, farashin lithium yana ƙaruwa saboda rashin daidaituwa tsakanin wadata da buƙata, aikin albarkatun lithium yana ɗaukar kimanin shekaru biyar don kammalawa, yayin da buƙatun ƙasa ke ƙaruwa cikin sauri, kuma ƙarfin lithium nan da nan ba ya da yawa.
Ba za a iya musantawa cewa sabon makamashi har yanzu shine waƙar zinare na farko a halin yanzu.
Manazarcin masana'antu Yu Shengmei ya ce: ko ci gaban da ake samu nan gaba, ko kuma babban ci gaban da ake samu a halin yanzu, gami da ma'aunin masana'antu, ba a kwatanta shi da wata hanya.Amma wannan ba yana nufin cewa sabuwar kasuwar makamashi ba ta kewaya ba, masana'antar ba ta cika ba.
Sabbin adadin shigar abin hawa makamashi yana gabatowa 30%, manyan masana'antar batir, tsire-tsire masu ɗaukar nauyi kuma sun kasance babban haɓaka samarwa.Da zarar an rage girman ci gaban kasuwar mota, ƙarfin samar da baturi yana maida hankali ne a saki, yuwuwar rarar jikewa ko barin kasuwa nan take ta canza fuska, sannan ta faɗi gashin gashin kaji.
Abokin Keystone Capital Yang Shengjun ya ce, sabuwar hanyar makamashi a cikin 'yan shekaru masu zuwa har yanzu tana cikin lokacin hawan dutse, tun daga farkon zuwa 2025 na iya haifar da babban matsayi a masana'antar.Ko da yake yana iya zama da wahala a ci gaba da kiyaye haɓakar haɓakar ninki biyu na shekaru biyu da suka gabata, har yanzu yana cikin matakin haɓaka cikin sauri gabaɗaya.
Wani manazarcin masana'antar sarrafa sinadarin phosphate na Lonzhong ya bayyana cewa: A halin yanzu tsarin da kamfanoni daban-daban na lithium iron phosphate suka yi amfani da su wajen kwace kasuwar, amma bisa dalilai daban-daban, galibin ci gaban aikin na'urar yana jinkirta halin da ake ciki, a halin yanzu. Ƙarfin wuce gona da iri na ɗan gajeren lokaci ba zai bayyana ba, amma tare da ci gaba da sakin sabon ƙarfin samarwa, ana sa ran bayan shekaru biyu masu zuwa, lithium baƙin ƙarfe phosphate na iya fuskantar matsanancin ƙarfin halin da ake ciki.
A cikin wata kalma, to, waƙar wuta kuma tana da rufin hasashe, buƙatar yin hankali da yawa, da rashin ƙarfi da tashin hankali, asarar girmamawar haɗari.A baya, daga photovoltaic zuwa madara shayi, waƙar yana da zafi sosai daga abin da ba shi da kyau.
Har yanzu masana'antar lithium tana da lokacin zinariya, amma ba ta da nisa da lokacin sake fasalin hunturu.Masu sana'a ba za su iya jure wa maye da yawa da yawa ba, ba tare da ambaton yiwuwar kwance don cin nasara ba, kawai abin da ke aiki shine yin aiki mai kyau na ciki, fasaha don ƙirƙirar aiki, m masana'antun masana'antu, m anti-hadari karfi, yana yiwuwa ya ci gaba da girma steadily, a gaba reshuffle ta cikin hunturu.
Mafi kyawun yanayin, yawancin dole ne mu yi tafiya a kan siraran ƙanƙara, ƙarin ƙararrawar ƙararrawa.Bang, ina mamakin masu mafarki nawa zasu iya farkawa?
Lokacin aikawa: Oktoba-25-2022