Sannadkii 2022-kii la soo dhaafay, suuqa wax soo saarka kiimikada ee gudaha ayaa muujiyay hoos u dhac macquul ah guud ahaan. Sida laga soo xigtay tirakoobyada naadiyada ganacsiga, 64% ka mid ah 106-ka wax soo saarka kiimikada ee caadiga ah ee la kormeeray sannadkii 2022, 64% alaabta ayaa hoos u dhacday, 36% alaabta ayaa kor u kacday. Suuqa wax soo saarka kiimikada ayaa muujiyay kor u kaca qaybaha tamarta cusub, hoos u dhaca alaabada kiimikada ee dhaqameed, xasilinta agabka ceeriin ee aasaasiga ah Qaabka. Taxanaha taxanaha "Dib u eegista Suuqa Kiimikada 2022" ee lagu soo bandhigay daabacaaddan, waxaa lagu dooran doonaa alaabada ugu koreysa iyo kuwa hoos u dhacaya ee falanqaynta.
2022 shaki la'aan waa waqti aad u wanaagsan suuqa milixda lithium-ka. Lithium hydroxide, lithium carbonate, lithium iron phosphate, iyo phosphate mineral ayaa ku jiray 4ta kursi ee ugu sarreeya liiska kororka alaabada kiimikada, siday u kala horreeyaan. Gaar ahaan, suuqa lithium hydroxide, oo ah laxanka ugu weyn ee kor u kaca xooggan iyo kuwa sare ee sannadka oo dhan, ayaa ugu dambeyntii kaalinta koowaad ka galay liiska kororka sanadlaha ah ee 155.38%.
Laba wareeg oo jiid jiid xoog leh iyo sare oo cusub
Isbeddelka suuqa lithium hydroxide sanadka 2022 waxaa loo qaybin karaa saddex marxaladood. Horraantii 2022, suuqa lithium hydroxide wuxuu suuqa ku furay celcelis ahaan qiimo dhan 216,700 yuan (qiimaha tan, isla kan hoose). Ka dib kor u kaca xooggan ee rubuci hore, wuxuu sii waday heer sare rubuci labaad iyo saddexaad. Celceliska qiimaha 10,000 yuan ayaa dhammaaday, sanadkuna wuxuu kordhay 155.38%
Rubucii hore ee 2022, kororka rubuclaha ah ee suuqa lithium hydroxide wuxuu gaaray 110.77%, kaas oo bishii Febraayo uu kordhay ilaa sannadkii ugu weynaa, isagoo gaaray 52.73%. Sida laga soo xigtay tirakoobyada naadiyada ganacsiga, marxaladdan, waxaa taageera macdanta kor u socota, qiimaha lithium lithium carbonate-na wuxuu sii waday inuu taageero lithium hydroxide. Isla mar ahaantaana, sababtoo ah agabka ceeriin ee cidhiidhiga ah, heerka hawlgalka guud ee lithium hydroxide wuxuu hoos ugu dhacay qiyaastii 60%, dusha sare ee sahayduna way cidhiidhi ahayd. Baahida lithium hydroxide ee soosaarayaasha baytariyada nickel-ka ee hoose ayaa kordhay, isku dheelitir la'aanta saadka iyo baahida ayaa kor u qaadday kororka xooggan ee qiimaha lithium hydroxide.
Rubucyadii labaad iyo saddexaad ee 2022, suuqa lithium hydroxide wuxuu muujiyay isbeddel sare oo isbeddelaya, qiimaha celcelis ahaanna wuxuu si yar kor ugu kacay 0.63% wareeggan. Laga bilaabo Abriil ilaa Maajo 2022, lithium carbonate ayaa daciifay. Qaar ka mid ah awoodda cusub ee qaar ka mid ah soosaarayaasha lithium hydroxide ayaa la sii daayay, kororka guud ee sahayda, baahida loo qabo soo iibsiga meelaha hoose ee gudaha ayaa hoos u dhacday, suuqa lithium hydroxide-na wuxuu u muuqday mid sarreeya. Laga bilaabo Juun 2022, qiimaha lithium carbonate ayaa si yar loo kordhiyay si loo taageero xaaladaha suuqa ee lithium hydroxide, halka xiisaha baaritaanka hoose uu waxoogaa horumaray. Waxay gaartay 481,700 yuan.
Markii la galay rubuci afraad ee 2022, suuqa lithium hydroxide ayaa mar kale kor u kacay, iyadoo saddexdii biloodba mar koror dhan yahay 14.88%. Jawiga xilliga ugu sarreeya, wax soo saarka iyo iibinta gawaarida tamarta cusub ee terminaalka ayaa si weyn u kordhay, suuquna way adag tahay in la helo. Siyaasadda cusub ee kabista tamarta ee la dul saaray ayaa soo dhowaanaysa dhammaadka dhammaadka, qaar ka mid ah shirkadaha baabuurta ayaa si horudhac ah u diyaarin doona inay suuqa lithium hydroxide u horseedaan baahida xooggan ee baytariyada tamarta. Isla mar ahaantaana, oo ay saameeyeen cudurka faafa ee gudaha, sahayda suuqa ayaa cidhiidhi ah, suuqa lithium hydroxide-na mar kale ayuu kor u kici doonaa. Ka dib bartamihii -Nofembar 2022, qiimaha lithium carbonate ayaa hoos u dhacay, suuqa lithium hydroxide-na si yar ayuu hoos ugu dhacay, qiimaha kama dambaysta ahna wuxuu ku xidhmay 553,300 yuan.
Sahayda alaabta ceeriin ee kor ku xusan waa mid kooban
Marka dib loo eego 2022, suuqa lithium hydroxide ma aha oo kaliya inuu u kacay sida qaanso roobaad, laakiin alaabada kale ee taxanaha milixda lithium waxay si fiican u shaqeeyeen. Lithium carbonate ayaa kor u kacday 89.47%, lithium iron phosphate waxay kordhisay koror sannadeed oo ah 58.1%, kororka sannadlaha ah ee macdanta fosfooraska ee kor u socota ee lithium iron phosphate sidoo kale waxay gaartay 53.94%. Muhiimadda Warshadu waxay aaminsan tahay in sababta ugu weyn ee milixda lithium ee cirka isku shareertay 2022 ay tahay in qiimaha kheyraadka lithium uu sii kordhayo, taasoo keentay koror joogto ah oo ku yimaada yaraanta sahayda milixda lithium, taasoo riixaysa qiimaha milixda lithium.
Sida laga soo xigtay shaqaale cusub oo suuq geynaya baytariyada tamarta ee Liaoning, lithium hydroxide waxaa inta badan loo qaybiyaa laba waddo oo wax soo saar ah oo kala ah lithium hydroxide iyo salt lake oo isu diyaarinaya lithium hydroxide iyo salt lake. Lithium hydroxide ka dib lithium carbonate heer warshadeed ah. Sannadkii 2022, shirkadaha isticmaalaya lithium hydroxide oo isticmaalaya pylori waxay la kulmeen ilo macdan oo adag. Dhinac, awoodda wax soo saarka lithium hydroxide waa xaddidan tahay la'aanta kheyraadka lithium. Dhanka kale, hadda waxaa jira tiro yar oo soo saarayaasha lithium hydroxide ah oo ay shahaado ka haystaan tuubada baytariyada caalamiga ah, sidaa darteed sahayda lithium hydroxide heer sare ah ayaa aad u xaddidan.
Falanqeeyaha Amniga ee Ping Chen Xiao ayaa warbixinta cilmi-baarista ku tilmaamay in dhibaatada walxaha ceeriin ay tahay arrin muhiim ah oo carqaladeynaysa silsiladda warshadaha baytariyada lithium-ka. Wadooyinka kor u qaadista lithium-ka ee milixda badda, sababtoo ah qaboojinta cimilada, uumiga harooyinka milixda ayaa yaraada, sahayduna waxay leedahay yaraanta sahayda, gaar ahaan rubuca koowaad iyo afraad. Sababtoo ah sifooyinka kheyraadka yar ee fosfate-ka birta lithium-ka, sababtoo ah sifooyinka kheyraadka yar, saadka booska ma uusan ku filnayn wuxuuna kor u qaaday heerka sare ee hawlgalka, kororka sanadlaha ahna wuxuu gaaray 53.94%.
Baahida tamarta cusub ee Terminal-ka ayaa korodhay
Iyada oo ah walax muhiim u ah baytariyada lithium-ion-ka ee nickel-ka badan, kobaca xooggan ee baahida loo qabo warshadaha baabuurta tamarta cusub ee hoose ayaa bixiyay dhiirigelin ilo marka loo eego kororka qiimaha lithium hydroxide.
Ping An Securities ayaa tilmaamay in suuqa cusub ee terminalka tamarta uu sii xoogaysanayay sannadkii 2022, waxqabadkiisuna uu wali aad u wanaagsanaa. Wax soo saarka warshadaha baytariyada ee hoos yimaada lithium hydroxide waa mid firfircoon, baahida loo qabo baytariyada sare ee nickel iyo lithium-ka birta ah ayaa sii socota inay soo hagaagto. Sida laga soo xigtay xogtii ugu dambeysay ee ka soo baxday Ururka Gawaarida Shiinaha, laga bilaabo Janaayo ilaa Noofambar 2022, wax soo saarka iyo iibinta gawaarida tamarta cusub waxay ahaayeen 6.253 milyan iyo 60.67 milyan, siday u kala horreeyaan, koror celcelis ahaan sannad-sannad ah, saamiga suuquna wuxuu gaaray 25%.
Marka la eego yaraanta kheyraadka iyo baahida xooggan, qiimaha milixda lithium sida lithium hydroxide ayaa kor u kacay, silsiladda warshadaha korontada lithium-na waxay ku dhacday "walwal". Labada shirkadood ee bixiya agabka baytariyada korontada, soosaarayaasha iyo soosaarayaasha baabuurta tamarta cusub ayaa kor u qaadaya iibsashada milixda lithium-ka. Sannadkii 2022, dhowr shirkadood oo sameeya agabka baytariyada ayaa heshiisyo sahay ah la saxiixday alaab-qeybiyeyaasha lithium hydroxide. Shirkad hoosaad oo si buuxda u leh Avchem Group ayaa heshiis sahay ah la saxiixatay Axix oo ah shirkad hoosaad oo Tianyi Lithium ah iyo Sichuan Tianhua oo ah shirkad hoosaad oo Tianhua Super Clean ah oo ku takhasustay bateriga.
Marka laga soo tago shirkadaha baytariyada, shirkadaha baabuurta ayaa sidoo kale si firfircoon ugu tartamaya sahayda lithium hydroxide. Sannadkii 2022, waxaa la soo sheegay in Mercedes-Benz, BMW, General Motors iyo shirkadaha kale ee baabuurta ay saxiixeen heshiisyo sahay ah oo loogu talagalay lithium hydroxide heerka baytariga, Tesla-na waxay sidoo kale sheegtay inay dhisi doonto warshad kiimiko oo lithium hydroxide heerka baytariga ah, taasoo si toos ah u galaysa goobta wax soo saarka kiimikada lithium.
Guud ahaan, rajada horumarinta ee warshadaha cusub ee baabuurta tamarta ayaa keentay baahi weyn oo suuqa ah oo loo qabo lithium hydroxide, yaraanta kheyraadka lithium ee kor u kaca ayaa horseeday awoodda wax soo saarka ee lithium hydroxide oo xaddidan, taasoo qiimaha suuqgeeda ku riixaysa heer sare.
Waqtiga boostada: Febraayo-02-2023