A matsayin muhimmin albarkatun kasa donbatirin lithium, albarkatun lithium dabarun "karfe na makamashi", wanda aka sani da "farin mai". A matsayin daya daga cikin mafi mahimmancin gishirin lithium, ana amfani da carbonate na lithium a cikin manyan fasahohin fasaha da masana'antu na gargajiya kamar batura, ajiyar makamashi, kayan aiki, magunguna, masana'antar bayanai da masana'antar atomic. Lithium carbonate wani muhimmin abu ne wajen kera batirin lithium, kuma a cikin 'yan shekarun nan, yayin da kasar ta kaddamar da tsarin samar da makamashi mai tsafta, sinadarin lithium carbonate ya kara zama muhimmi, kuma samar da sinadarin lithium carbonate a kasar Sin yana karuwa. Saboda tallafin da ake samu na sabbin makamashi na kasar Sin, kasuwar cikin gida ta kasar Sin na bukatar lithium carbonate ya karu, shigo da kayayyaki ya karu, kasuwar cikin gida na bukatar lithium carbonate yana da yawa, amma abin da ake samarwa kadan ne, wanda hakan ya haifar da wadatar ba saboda bukata ba, wanda ya haifar da lithium na cikin gida. farashin kasuwar carbonate ya tashi. Yunƙurin hauhawar farashin carbonate na lithium har yanzu yana da alaƙa da sabani tsakanin wadata da buƙata.
Bukatar kasuwa a halin yanzu na masana'antar carbonate na lithium a kasar Sin yana da girma, samar da lithium carbonate na cikin gida kuma ba zai iya biyan buƙatu ba, albarkatun lithium da shigo da lithium carbonate sun shafi wani ɗan lokaci, a cikin wannan mahallin, farashin kasuwa na lithium carbonate na cikin gida ya tashi sama. 2021 a farkon shekara, farashin lithium carbonate na baturi kusan yuan 70,000 ne kawai; A farkon wannan shekara, farashin lithium carbonate ya tashi zuwa yuan 300,000 / ton. Bayan shiga shekarar 2022, farashin lithium carbonate na cikin gida ya tashi da sauri da sauri, daga yuan / ton 300,000 a watan Janairun bana zuwa yuan 400,000 kawai ya ɗauki kwanaki 30, kuma daga yuan 400,000 zuwa yuan 500,000 yuan / ton ya kai kusan 20 kawai. kwanaki. Ya zuwa ranar 24 ga watan Maris na bana, matsakaicin farashin sinadarin lithium carbonate a kasar Sin ya zarce yuan 500,000, mafi girman farashin ya kai yuan miliyan 52.1 a kowace ton. Haɓaka farashin carbonate na lithium ya haifar da babban tasiri akan sarkar masana'antar ƙasa. A cikin yanayin canjin makamashi, sabon bangaren makamashi yana cike da aiki. Motocin lantarki, masana'antar ajiyar makamashi cikin sauri fashewa, wutar lantarki, batirin ajiyar makamashi cikin hanzari ya haifar da haɓakar lithium carbonate da sauran kayan suna buƙatar busa ta hanyar haɓakar farashin, darajar masana'antu, darajar batirin lithium carbonate farashin ya kasance daga ƙaramin matsayi a cikin 2020 40,000 yuan / ton fiye da sau goma, sau ɗaya ya haura zuwa yuan 500,000 / ton mai tsayi. Samfurin yana da wuyar samu, yanayin lithium ya kambi sabon lambar sunan "farin mai".
Manyan 'yan wasa a masana'antar carbonate na lithium sun hada da Ganfeng Lithium da Tianqi Lithium. Dangane da ayyukan kasuwancin lithium carbonate, bayan shekarar 2018, hada-hadar lithium na Tianqi Lithium da abubuwan da ake samu na kasuwanci ya ragu kowace shekara. 2020, Tianqi Lithium mahadi na lithium da kasuwancin da aka samu sun samu kudaden shiga na RMB biliyan 1.757. 2021, kasuwancin lithium carbonate na Tianqi Lithium ya samu kudaden shiga na RMB biliyan 1.487 a farkon rabin shekara. Tianqi Lithium: Shirin Raya Kasuwancin Lithium Carbonate Bayan jerin rikice-rikice na kamfanoni, kamfanin ya shafi ci gaban kasuwanci, yawan kudaden shiga da kuma samun riba. Tare da sabbin masana'antar kera makamashi mai zafi a kasar Sin, ana samun bukatu mai karfi na batir mai amfani da wutar lantarki, wanda ke takaita lokacin farfadowar kamfanin sosai. A halin yanzu, tsarin yana tsara kasuwancin kamfani a cikin gajeren lokaci da matsakaici. Manufar gajeren lokaci ita ce inganta nasarar ƙaddamar da aikin Suining Anju lithium carbonate tare da ƙarfin samar da tan 20,000 na shekara-shekara, yayin da matsakaicin burin shine haɓaka ƙarfin samfuran sinadarai na lithium da ƙarfin tattarawar lithium.
Saurin haɓaka sabbin masana'antar makamashi a ƙarƙashin manufar "carbon biyu" ya haɓaka buƙatun albarkatun albarkatun lithium sosai. Kididdigar kungiyar masu kera motoci ta kasar Sin ta nuna cewa, a shekarar 2021, yawan cinikin sabbin motocin makamashin raka'a miliyan 3.251 na shekara shekara, shigar kasuwar ya kai kashi 13.4%, wanda ya karu da sau 1.6. Ƙarfin wutar lantarki ya karu tare da shaharar sabbin motocin makamashi, biyo bayan batirin lithium na wayar salula ya zama kasuwa mafi girma a masana'antar batirin lithium. A nan gaba, yayin da ake kokarin hako albarkatun lithium na kasar Sin, da kokarin samun bunkasuwa, sannu a hankali karfin samar da sinadarin lithium carbonate zai kara habaka, yawan karfin da ake amfani da shi zai kuma kara inganta sannu a hankali, yayin da bincike da bunkasuwar fasahohin kasar Sin za su ci gaba da karfafawa, ana kara samun karancin masana'antar lithium carbonate na kasar Sin. sannu a hankali za a rage.
Lokacin aikawa: Satumba-06-2022