2022 ee la soo dhaafay, suuqa wax soo saarka kiimikaad ee gudaha ayaa muujiyay hoos u dhac macquul ah guud ahaan.Marka loo eego tirakoobyada naadiyada ganacsiga, 64% 106 ka mid ah alaabada kiimikada ee caadiga ah ee la kormeeray 2022, 64% alaabada ayaa hoos u dhacday, 36% alaabooyinka ayaa kor u kacay.Suuqa wax soo saarka kiimikooyinka ayaa muujiyay kor u kaca qaybaha tamarta cusub, hoos u dhaca alaabada kiimikada dhaqameed, xasilinta alaabta ceeriin ee aasaasiga ah Habka.Taxanaha "Dib-u-eegisga Suuqa Kiimikada 2022" ee lagu bilaabay daabacaadan, waxaa loo dooran doonaa alaabooyinka kor u kaca iyo hoos u dhaca si loo falanqeeyo.
2022 shaki la'aan waa wakhti sare suuqa milixda lithium.Lithium hydroxide, lithium carbonate, lithium iron fosfate, iyo fosfate ore ayaa qabsaday 4ta kursi ee ugu sarreeya liiska korodhka alaabta kiimikada, siday u kala horreeyaan.Gaar ahaan, suuqa lithium hydroxide, laxanka ugu weyn ee kor u kaca xooggan iyo dhinacyada sare ee sanadka oo dhan, ugu dambeyntii wuxuu sare u qaaday liiska 155.38% korodhka sanadlaha ah.
Laba wareeg oo jiid xoog leh ayaa kor u kacaya iyo mid cusub oo sarreeya
Isbeddelka suuqa lithium hydroxide ee 2022 waxaa loo qaybin karaa saddex marxaladood.Horraantii 2022, suuqa lithium hydroxide wuxuu suuqa ku furay celcelis ahaan 216,700 yuan (qiimaha tan, oo la mid ah hoos).Ka dib kor u kaca xooggan ee rubuca koowaad, waxay ilaalisay heer sare ee rubuca labaad iyo saddexaad.Celceliska qiimaha 10,000 yuan waa la soo afjaray, sanadkuna wuxuu kordhay 155.38%
Saddexdii bilood ee ugu horreeyay ee 2022, kororka rubuci-biloodlaha ah ee suuqa lithium hydroxide wuxuu gaadhay 110.77%, kaas oo bishii Febraayo uu kordhay sannadkii ugu weynaa, isagoo gaadhay 52.73%.Marka loo eego tirakoobyada naadiyada ganacsiga, marxaladan, waxaa taageeraya macdanta kor u kaca, iyo qiimaha lithium carbonate carbonate ayaa sii waday taageerada lithium hydroxide.Isla mar ahaantaana, alaabta ceeriin oo ciriiri ah awgeed, guud ahaan heerka hawlgalka lithium hydroxide ayaa hoos u dhacay ilaa 60%, oogada sahaydu way adag tahay.Baahida loo qabo lithium hydroxide ee soosaarayaasha baytariyada ternary-nickel ee hoose ayaa kordhay, iyo is-waafajinta saadka iyo baahida ayaa kor u qaaday kor u kaca xoogan ee qiimaha lithium hydroxide.
Saddexdii bilood ee labaad iyo saddexaad ee 2022, suuqa lithium hydroxide wuxuu muujiyay isbeddel kacsanaan ah, celcelis ahaan qiimaha wax yar ayuu kor u kacay 0.63% wareeggan.Laga bilaabo Abriil ilaa Maajo 2022, lithium carbonate waa la daciifiyay.Qaar ka mid ah awoodda cusub ee qaar ka mid ah soosaarayaasha lithium hydroxide oo la sii daayay, kororka guud ee saadka, baahida iibka dhibcaha hoose ee gudaha ayaa hoos u dhacay, iyo suuqa lithium hydroxide ayaa u muuqday mid sarreeya.Laga bilaabo Juun 2022, qiimaha lithium carbonate wax yar ayaa kor loo qaaday si loo taageero xaaladaha suuqa ee lithium hydroxide, halka xamaasadda weydiinta hoose ay yara horumartay.Waxay gaadhay 481,700 yuan.
Gelitaanka rubuci afraad ee 2022, suuqa lithium hydroxide ayaa mar kale kacay, iyada oo saddexdii biloodba mar uu kordhay 14.88%.Jawiga xilliga ugu sarreeya, wax soo saarka iyo iibinta baabuurta tamarta cusub ee terminalka ayaa aad u kordhay, suuqana way adagtahay in la helo.Siyaasadda cusub ee kabidda tamarta ee kor loo qaaday ayaa soo dhowaanaysa dhamaadka dhamaadka, qaar ka mid ah shirkadaha baabuurta ayaa diyaar u ah inay kaxeeyaan suuqa lithium hydroxide baahida xooggan ee baytariyada tamarta.Isla mar ahaantaana, uu saameeyay cudurka faafa ee gudaha, goobta sahayda suuqa ayaa ciriiri ah, iyo suuqa lithium hydroxide ayaa mar kale kici doona.Ka dib bartamihii Noofambar 2022, qiimaha lithium carbonate ayaa hoos u dhacay, iyo suuqa lithium hydroxide wax yar ayaa hoos u dhacay, qiimihii ugu dambeeyayna waxa uu xidhay 553,300 yuan.
Sahayda alaabta ceeriin ee korka ah waa sahay adag
Dib u milicsiga sanadka 2022, kaliya maaha suuqa lithium hydroxide wuxuu u kacay sidii qaansoroobaad, laakiin alaabada kale ee taxanaha milixda lithium ayaa si fiican u soo bandhigay.Lithium carbonate waxay kor u kacday 89.47%, lithium iron fosfate waxay kordhisay korodhka sanadlaha ah ee 58.1%, korodhka sanadlaha ah ee fosfooraska korka ee fosfooraska ee lithium birta fosfate waxay sidoo kale gaartay 53.94%.Nuxurka Warshaduhu waxay aaminsan yihiin in sababta ugu weyn ee milixda lithium-ka ee cirka isku sii shareereysa 2022 ay tahay in qiimaha kheyraadka lithiumku uu sii socdo, taas oo keentay kororka joogtada ah ee yaraanta sahayda milixda lithium, taas oo riixeysa qiimaha milixda lithium.
Marka loo eego shaqaale suuqgeyneed cusub oo tamarta ah oo ku sugan Liaoning, lithium hydroxide waxa inta badan loo qaybiyaa laba dariiqo wax soo saar oo ah lithium hydroxide iyo harada cusbada ee isu diyaarinaysa lithium hydroxide iyo harada milixda.Lithium hydroxide ka dib heerka warshadaha lithium carbonate.Sannadka 2022, shirkadaha isticmaalaya lithium hydroxide ee isticmaalaya pylori waxa ay hoos ugu dhacday kheyraadka macdanta.Dhinaca kale, awoodda wax-soo-saarka lithium hydroxide waxay ku xaddidan tahay la'aanta ilaha lithium.Dhinaca kale, waxa hadda jira wax-soo-saar yar oo lithium hydroxide ah oo shahaado ka haysta qasabadaha baytariyada caalamiga ah, sidaa awgeed sahayda lithium hydroxide-dhamaadka sare waa mid xadidan.
Ping An Securities Analyst Chen Xiao ayaa ku tilmaamay warbixinta cilmi-baarista in dhibaatada alaabta ceeriin ay tahay arrin muhiim ah oo carqaladeynaysa silsiladda warshadaha baytariyada lithium.Waddooyinkii qaadistii harada brine brine, sababtoo ah qaboojinta cimiladu, uumiga harooyinka milixdu hoos ayey u dhacaan, sahaydana waxa ay leedahay gabaabsi, gaar ahaan rubuca koowaad iyo afaraad.Sababo la xiriira kheyraadka lithium birta fosfateed oo gabaabsi ah, sifaadka kheyraadka oo yar awgeed, sahayda boosku kuma filna oo waxay kor u qaaday heerka sare ee hawlgalka, kororka sanadlaha ah wuxuu gaarey 53.94%.
Dalabka tamarta cusub ee Terminalka ayaa kordhay
Iyada oo ah walxo muhiim ah oo loogu talagalay baytariyada sare ee nickel ternary lithium-ion, kobaca xooggan ee baahida warshadaha cusub ee tamarta ayaa bixisay dhiirigelin il ka badan kor u kaca qiimaha lithium hydroxide.
Ping An Securities wuxuu tilmaamay in suuqa tamarta cusub ee tamarta uu sii waday inuu sii xoogeysto sanadka 2022, wax qabadkiisuna wali wuu dhalaalayay.Wax soo saarka warshadaha baytariyada hoose ee lithium hydroxide waa firfircoon, iyo baahida loo qabo baytariyada ternary nikkel sare iyo lithium birta sii wadaan inay soo hagaagaan.Sida laga soo xigtay xogta ugu dambeysay ee Ururka Baabuurta Shiinaha, laga bilaabo Janaayo ilaa Noofambar 2022, wax soo saarka iyo iibinta baabuurta tamarta cusub waxay ahayd 6.253 milyan iyo 60.67 milyan, siday u kala horreeyaan, celcelis ahaan korodhka sannad kasta, saamiga suuqana wuxuu gaadhay 25% .
Marka la eego kheyraadka yaraanta iyo baahida xooggan, qiimaha milixda lithium sida lithium hydroxide ayaa kor u kacay, silsiladda warshadaha korontada ee lithium waxay ku dhacday "walwal".Labada alaab-qeybiyeyaasha batteriga, kuwa wax soo saara iyo kuwa cusub ee baabuurta tamarta ayaa kor u qaadaya iibsashada cusbada lithium-ka.Sannadkii 2022, dhowr shirkadood oo soo saara walxaha baytari ayaa heshiisyo sahayda la saxeexday alaab-qeybiyeyaal lithium hydroxide ah.Lahaanshaha guud ee Avchem Group ayaa la saxeexday qandaraas sahayda heerka batteriga ah ee lithium hydroxide Axix.Waxa kale oo ay heshiisyo la saxeexatay shirkadda Tianhua Super Clean ee hoos timaada Tianyi Lithium iyo Sichuan Tianhua ee alaabta lithium hydroxide ee heerka batteriga ah.
Marka laga soo tago shirkadaha baytariyada, shirkadaha baabuurta ayaa sidoo kale si firfircoon ugu tartamaya saadka lithium hydroxide.2022, waxaa la soo wariyay in Mercedes-Benz, BMW, General Motors iyo shirkado kale oo baabuurta ah ay saxiixeen heshiisyo sahayda heerka lithium hydroxide ee batteriga, Tesla ayaa sidoo kale sheegtay in ay dhisi doonto warshad kiimikaad ah oo heerka batteriga ah, oo si toos ah u soo galaya beerta wax soo saarka kiimikada lithium.
Isku soo wada duuboo, rajada horumarka kobcaysa ee warshadaha baabuurta tamarta cusub waxay keentay baahida suuqa ee lithium hydroxide, yaraanta khayraadka lithium-ka ee kor u kaca ayaa keentay awoodda wax-soo-saarka lithium hydroxide oo xaddidan, taasoo ku riixday qiimaha suuqa heer sare.
Waqtiga boostada: Febraayo-02-2023