"Kune lithium yekuenda kwese kwese, hapana lithium inch yakaoma kufamba".
Iyi yakakurumbira stems, kunyangwe yakawedzera zvishoma, asi izwi nezve dhigirii rekuzivikanwa kweiyo lithium indasitiri.
Chii chinonzi logic yekurova kukuru?
Muna Gumiguru, fungidziro nhatu dzekota mukati menguva yakadzama yekuburitsa, marudzi ese emari uye anovhura mafungu ekutamisa chinzvimbo.
Kubva muna Gumiguru 21, Shanghai neShenzhen vane makambani anopfuura mazana matatu nemakumi matanhatu akanyorwa akaburitswa, chiyero chekushanda chinodarika makumi mapfumbamwe%. Kubva pakugovera kweindasitiri, photovoltaic, lithium bhatiri zvinhu uye imwe yakakurumbira track inofara, mamwe mabhizinesi anotungamira mashandiro anonyanya kupenya.
Semuenzaniso, Ningde Times inotarisirwa kudzosera purofiti ye16.5 bhiriyoni kusvika ku18 bhiriyoni yuan muzvikamu zvitatu zvekutanga, kuwedzera kwe112.87% kusvika 132.22% panguva imwe cheteyo gore rapfuura, ichipfuura gore rakazara gore rapfuura. 15.93 bhiriyoni yuan).
Chikamu chechitatu chepurofiti yakapihwa naamai inotarisirwa kunge iri pakati pe8.8 bhiriyoni yuan uye 9.8 bhiriyoni yuan, gore-pagore kukura kwe169.33% -199.94%. Kupfuura huwandu hwezvikamu zviviri zvekutanga zvegore rino (8.16 bhiriyoni yuan), mari yezuva nezuva inosvika zana remamiriyoni eyuan.
Pamusoro peNing Wang, Yiwei lithium simba pazuva rimwe chete zvakare kubva munhau dzakanaka: yekutanga kota matatu purofiti inotarisirwa kusvika 2.437 bhiriyoni yuan - 2.659 bhiriyoni yuan, kuwedzera kwe10% -20%, yechitatu kota mambure purofiti. ye1.082 bhiriyoni yuan - 1.298 bhiriyoni yuan, kuwedzera kwe50% -80% Chikamu chechitatu chemari inokwana 1.082-1.298 bhiriyoni yuan, kuwedzera kwe50-80 muzana.
Gumiguru 14, lithium inotungamira Ganfeng lithium indasitiri yakaburitsa fungidziro yekuita: iyo mambure purofiti inotarisirwa kusvika 14,3 bhiriyoni Yuan - 15.3 bhiriyoni Yuan, gore negore kuwedzera kwe478.29% - 518.73%. Pakati pavo, chikamu chechitatu purofiti inotarisirwa kuwedzera neinopfuura 5.67 nguva.
Imwe inotungamira Lithium indasitiri, asiwo kuita kwe "kuputika": yekutanga zvikamu zvitatu zvemambure purofiti inotarisirwa kusvika 15.2 bhiriyoni yuan - 16.9 bhiriyoni yuan, kuwedzera kwe2768.96% - 3089.83%, yechitatu kota purofiti inotarisirwa kusvika 5. bhiriyoni yuan -6.5 bhiriyoni yuan, kuwedzera kwe1026.10% -1363.92%.
Izere nemeso matsvuku uye kunakidzwa kwakaungana, zvinofanirwa kutaurwa kuti 2022 igore hombe kune iyo lithium bhatiri indasitiri.
Muchokwadi, musika wechipiri wakafananidzirwa. 11 Gumiguru, masheya e lithium akakurumidza kukwira. Pakupera kwezuva, iyo lithium bhatiri index yakakwira kupfuura 2 muzana. Pakati pavo, mabhiriyoni e-lithium simba akasimuka 6.16%, Ningde Times yakasimuka 5.97%, kukosha kwemusika kunodzokera kune trillion yuan mark.
Sei uchikwira?
Nekukura kwekuita, Ningde Times yakataura kuti nekukurumidza kusimudzira kweindasitiri yesimba idzva kumba nekune dzimwe nyika, musika wemabhatiri emagetsi uye kuchengetedza kwesimba kuri kuramba kuchikura. Iyo kambani inoenderera mberi nekuvhura inotungamira zvigadzirwa mhinduro uye kusimbisa kuedza kwekusimudzira musika, pamwe nekuburitswa kwesimba rekugadzira rekutanga dhizaini, kugadzira uye kutengesa vhoriyamu yakawedzera zvakanyanya.
EVERLIGHT yakaratidza kuti, kune rumwe rutivi, kuseri kwekuwedzera kwakasimba kwemitengo mikuru yezvinhu, yakagadzirisa panguva yakakodzera michina yayo yemitengo, uye purofiti yemutsetse wega wega wechigadzirwa wakagadziridzwa zvirinani; kechipiri, bhizinesi guru rebhizinesi rebhatiri riri kukura zvakanaka, uye nefekitari nyowani uye mutsara mutsva wekugadzira uchipinda muchikamu chekugadzira hukuru, chiyero chekambani chekutakura chiri kukura nekukurumidza.
Chokwadi, kubatsirwa kubva kune-yepamusoro-soro musika boom, iyo nyowani simba mota indasitiri cheni inounzira nguva isingawanzo mukana.
Maererano neChina Association of Automobile Manufacturers, muna 2014, motokari itsva yemotokari yeChina yaitengeswa yaingova zvikamu zve75,000 chete; muna 2021, anopfuura mamirioni mazana matatu nemazana mashanu. Gore rino, iyo China Association of Automobile Manufacturers (CAAM) yakasimudza fungidziro yayo yekutengesa kusvika kumamiriyoni matanhatu emotokari, uye yakati inogona kuzoisimudza mushure meizvozvo. Pakazosvika Gunyana gore rino, China nyowani simba rekutengesa mota retail yakasvika 31.8 muzana, yakakwira 11 muzana kubva munaGunyana 2021.
Panguva imwecheteyo, chiyero chekupinda kwemisika yemhiri kwemakungwa chiri kuwedzerawo nekukurumidza. Customs data inoratidza kuti muna Nyamavhuvhu gore rino, China inotengeswa kunze kwemotokari itsva simba yakasvika 83,000 mayuniti kusvika 82.3% gore-pagore, inoverengera 27% yezvese zvekutengesa kunze kwemotokari panguva imwe chete, rekodhi yakakwirira.
Kubva muna Nyamavhuvhu 2022, kutengesa kutsva kwemotokari yeChina kwakaverengera makumi manomwe muzana epasirese, ikava simba rine simba risingagoni kufuratirwa. Munguva pfupi yapfuura shanu dzepamusoro dzepasi rose dzemotokari dzinoratidza Paris Motor Show, BYD Han, Wei brand Coffee 01, Ola Funky Cat uye zvimwe zvigadzirwa zvitsva zvekutanga, zvakamisa mhepo nyowani yekuChina.
Hapana kupokana kuti China yatove yakakosha mhepo vane inotungamira iyo yepasi rose magetsi emotokari indasitiri.
Kutasva pakuda kuputika, mitengo yetimumu munyu, iyo huru mbishi yemabhatiri emagetsi, yakaramba ichikwira kubvira 2021.
Gumiguru 14, 2022, iyo yemba bhatiri-giredhi lithium carbonate mutengo yakasvika 526,000 yuan / tani, ichirova rekodhi yakakwira, zvichienzaniswa ne278,000 yuan / tani pakutanga kwegore yakawedzera neinosvika makumi mapfumbamwe muzana. Kuenzaniswa naGumiguru 14, 2020, 4.1 miriyoni yuan / tani, yakawanda ichikwira kanenge kagumi nembiri.
Kupenga kwete chete lithium carbonate, Gumiguru 14, 2020 yemba lithium hydroxide 4.9 miriyoni yuan / ton, Gumiguru 14, 2022 yasvika 51.75 miriyoni yuan / tani.
Zvinoenderana nedata rakaburitswa neShanghai Steel Association, muna Gumiguru 18, bhatiri-giredhi lithium carbonate yakasimuka zviuru zviviri yuan / tani, avhareji mutengo we53.75 miriyoni yuan / tani, indasitiri giredhi lithium carbonate yakasimuka 2,500 yuan / tani, mutengo wepakati 52.3 miriyoni yuan / tani, zvese zvakarova rekodhi yakakwirira.
Mhando dzese dzezvinhu zvinowedzera, iyo indasitiri yelithium in situ inobhururuka pamwe chete, vashandi vekambani yemabiko, uye kunyange maindasitiri makuru anoti: iyo itsva magetsi indasitiri yemotokari, vari kushandira "basa" mugodhi welithium.
Imwe nguva, makambani eindasitiri yelithium akazoitawo mhando dzepamusoro dzeiyo biological cheni.
Zhongtai Capital director Wang Dongwei akati, kukurudzira mitengo yelithium ore yakakwira kune zvinhu zviviri zvenguva pfupi uye kwenguva refu.
Munguva pfupi, zvikonzero zvemwaka zvakakonzera kudzikira kwekugadzirwa kweQinghai Salt Lake, pamwe nekukanganisa kwedenda pakutakura, lithium zviwanikwa zvinopa zvakasimba. Mabhizinesi ekudzika pakupera kwegore kubata basa, kuunganidza kwakawanda, kuwedzera kushomeka kwekushandisa.
Nekufamba kwenguva, mitengo yelithium iri kukwira nekuda kwekusaenzana pakati pekupa uye kudiwa, chirongwa chelithium resource chinotora makore mashanu kuti apedze, nepo kudzika kwemvura kudiwa kuri kuwedzera nekukurumidza, uye kukurumidza kugona kwe lithium hakuna kuwanda.
Hazvirambiki kuti simba idzva richiri rekutanga-kirasi yegoridhe track panguva ino.
Muongorori weindasitiri Yu Shengmei akati: ingave tarisiro yekukura mune ramangwana, kana yazvino yakakwira boom, kusanganisira chiyero cheindasitiri, haina kuenzaniswa neimwe nzira. Asi izvi hazvireve kuti musika mutsva wesimba hausi cyclical, iyo indasitiri haina kuzara.
New simba mota yekupinda mwero inosvika makumi matatu muzana, mafekitori makuru ebhatiri, zvidyarwa zvinotambira uye kwave kuri kuwedzera kukuru kwekugadzira. Kana musika wemota wekukura wadzikira, huwandu hwekugadzira bhatiri hunoiswa kuburitswa, iyo inogona kuwedzeredza yakawedzera kana kurega musika uchinje chiso, wobva wawira pasi munhenga wehuku.
Keystone Capital shamwari Yang Shengjun akati, simba idzva mumakore mashoma anotevera richiri munguva yekukwira, pakutanga kusvika 2025 inogona kuunza indasitiri yakakwirira. Kunyangwe zvingave zvakaoma kuenderera mberi nekuchengetedza kukura kwakapetwa kaviri kwemakore maviri apfuura, ichiri mudanho riri kukurumidza kukura zvachose.
Lonzhong ruzivo rwelithium iron phosphate indasitiri muongorori Wang Juan akati: dhizaini yazvino yemabhizinesi akasiyana e lithium iron phosphate iri kutora nguva yekubata musika, asi nezvikonzero zvakasiyana siyana, kufambira mberi kwekuvaka kwechigadzirwa kunononoka mamiriro, parizvino. iyo yenguva pfupi yenguva yakawandisa yakawandisa haizooneki, asi nekuenderera mberi kwekuburitswa kwehunyanzvi hutsva hwekugadzira, inotarisirwa mushure memakore maviri anotevera, lithium iron phosphate inogona kutarisana neakawandisa masimba mamiriro.
Mune izwi, ipapo iyo yemoto track inewo yekufungidzira sirin'i, kudikanwa kwekuchenjerera zvakanyanya, kushata uye hutsinye, kurasikirwa kwekuremekedza njodzi. Munguva yakapfuura, kubva ku photovoltaic kusvika kumukaka weti, nzira yacho inopisa zvakanyanya kubva kune izvo zvisina kunaka.
Indasitiri yelithium ichine nguva yegoridhe, asi haisi kure nenguva yechando reshuffle. Varapi havagone kushivirira kudhakwa kwakanyanya, tisingatauri mukana wekurara pasi kuti uhwine, chinhu chega ndechekudzidzira basa remukati remhando, tekinoroji yekugadzira basa, yakasimba maindasitiri basics, yakazara anti-ngozi simba, zvinokwanisika kuenderera mberi. kukura zvishoma nezvishoma, mune inotevera reshuffle kuburikidza chando.
Izvo zvirinani mamiriro ezvinhu, isu tinofanirwa kufamba paaizi yakatetepa, mabhero anowedzera kurira. A bang, ndinoshamisika kuti vangani varoti vanogona kumuka?
Nguva yekutumira: Oct-25-2022