"Aia ka lithium e hele i nā wahi a pau, ʻaʻohe lithium inch paʻakikī ke hele".
ʻO kēia kumu kaulana, ʻoiai ua hoʻonui iki ʻia, akā he huaʻōlelo e pili ana i ke kiʻekiʻe o ka kaulana o ka ʻoihana lithium.
He aha ka manaʻo o ka pā nui?
I loko o ʻOkakopa, ʻekolu mau wanana ʻekolu i ka wā hoʻokuʻu ikaika, nā ʻano kālā āpau a wehe i kahi nalu o ka hoʻololi kūlana.
Ma ʻOkakopa 21, ʻo Shanghai a me Shenzhen i ʻoi aku ma mua o 360 mau ʻoihana i hōʻike ʻia, ʻoi aku ka nui o ka hana ma mua o 90%. Mai ka hāʻawi ʻana i ka ʻoihana, photovoltaic, lithium battery material a me nā mele kaulana ʻē aʻe e hauʻoli maikaʻi, ʻoi aku ka maikaʻi o ka hana ʻoihana alakaʻi.
ʻO ka Ningde Times, no ka laʻana, ua manaʻo ʻia e hoʻihoʻi i ka loaʻa kālā o 16.5 biliona yuan a i 18 biliona yuan i nā hapaha mua ʻekolu, kahi piʻi o 112.87% a i 132.22% ma luna o ka manawa like i ka makahiki i hala, ma mua o ka pae makahiki piha o ka makahiki i hala ( 15.93 biliona yuan).
ʻO ke kolu o ka hapaha ʻupena waiwai e pili ana i ka makuahine e manaʻo ʻia aia ma waena o 8.8 biliona yuan a me 9.8 biliona yuan, he 169.33% -199.94% ka ulu ʻana o ka makahiki ma ka makahiki. ʻOi aku ma mua o ka huina o nā hapaha mua ʻelua o kēia makahiki (8.16 biliona yuan), loaʻa i kēlā me kēia lā ma kahi o 100 miliona yuan.
Ma waho aʻe o Ning Wang, Yiwei lithium ikehu ma ka lā hoʻokahi no hoi mai ka nūhou maikaʻi: ka mua ekolu hapaha upena waiwai i manaoia e 2.437 ieeeea? - 2.659 ieeeea? o 1.082 ieeeea? - 1.298 ieeeea?
ʻOkakopa 14, lithium alakaʻi Ganfeng lithium ʻoihana i hoʻokuʻu i kahi wānana hana: ʻo ka ʻupena waiwai e manaʻo ʻia e 14,3 biliona yuan - 15,3 biliona yuan, hoʻonui i ka makahiki o 478,29% - 518,73%. Ma waena o lākou, ua manaʻo ʻia e hoʻonui ʻia ke kolu o ka hapaha kālā ma mua o 5.67 mau manawa.
Kekahi alakaʻi lithium oihana, akā, i ka hana o ka "explosive": ka mua ekolu hapaha o ka upena waiwai i manaoia e 15,2 ieeeea? - 16.9 ieeeea? billion yuan -6.5 billion yuan, he piʻi o 1026.10% -1363.92%.
Piha i nā maka ʻulaʻula a me ka hauʻoli hui, pono e ʻōlelo ʻia he makahiki nui ʻo 2022 no ka ʻoihana pākaukau lithium.
ʻO kaʻoiaʻiʻo, ua ʻike mua ʻia ka mākeke lua. 11 ʻOkakopa, ua huki koke nā waihona lithium. I ka hopena o ka lā, ua piʻi aʻe ka helu pākahi lithium ma mua o 2 pakeneka. Ma waena o lākou, piʻi ka piliona lithium i ka 6.16%, Ningde Times i piʻi i 5.97%, ʻo ke kumukūʻai o ka mākeke hoʻi i ka trillion yuan mark.
No ke aha e lele ai?
No ka ulu ʻana o ka hana, ua ʻōlelo ʻo Ningde Times me ka hoʻomohala wikiwiki ʻana o ka ʻoihana ikehu hou ma ka home a ma waho, e ulu mau ana ka mākeke no nā pihi mana a me ka mālama ʻana i ka ikehu. Ke hoʻomau nei ka ʻoihana i ka hoʻokumu ʻana i nā hopena huahana alakaʻi a hoʻoikaika i nā hana hoʻomohala mākeke, i hui pū ʻia me ka hoʻokuʻu ʻana i ka mana hana o ka hoʻonohonoho mua, hoʻonui nui ʻia ka nui o nā mea kūʻai aku.
Ua hōʻike ʻo EVERLIGHT, ma ka ʻaoʻao hoʻokahi, ma ke ʻano o ka piʻi nui ʻana o nā kumukūʻai waiwai nui i luna, ua hoʻoponopono ʻo ia i kona ʻano kumu kūʻai huahana, a ʻoi aku ka maikaʻi o ka loaʻa kālā o kēlā me kēia laina huahana; ʻO ka lua, ke ulu maikaʻi nei ka ʻoihana nui o ka ʻoihana pākaukau, a me ka hale hana hou a me ka laina hana hou e komo ana i ke kahua hana nui, ke ulu wikiwiki nei ka nui o ka hoʻouna ʻana o ka hui.
ʻOiaʻiʻo, e pōmaikaʻi ana i ka boom mākeke ultra-kiʻekiʻe, ke kaulahao ʻoihana kaʻa kaʻa hou e hoʻolauna i kahi manawa kakaikahi.
Wahi a ka China Association of Automobile Manufacturers, i ka makahiki 2014, he 75,000 wale nō nā ʻāpana kūʻai kaʻa hou o Kina; ma 2021, ʻoi aku ma mua o 3.5 miliona mau ʻāpana. I kēia makahiki, ua hoʻokiʻekiʻe ka China Association of Automobile Manufacturers (CAAM) i kāna wānana kūʻai aku i 6 miliona mau kaʻa, a ʻōlelo ʻia e hoʻonui hou aʻe ia ma hope. Ma ka mahina o Kepakemapa o kēia makahiki, ua hōʻea ka nui o ke kaʻa kaʻa kaʻa hou o Kina i 31.8 pakeneka, ʻoi aku ka 11 pakeneka mai Kepakemapa 2021.
I ka manawa like, ke piʻi wikiwiki nei ka piʻi ʻana o nā mākeke o waho. Hōʻike nā ʻikepili Dute i ʻAukake i kēia makahiki, ua hōʻea ka lawe ʻana o Kina i nā kaʻa ikehu hou i ka 83,000 mau ʻāpana i ka 82.3% makahiki-ma-makahiki, helu no 27% o ka huina o nā kaʻa i lawe ʻia i ka manawa like, he moʻolelo kiʻekiʻe.
Ma ʻAukake 2022, ʻo ke kūʻai aku ʻana o nā kaʻa kaʻa hou o Kina ma kahi o 70 pakeneka o ka honua, e lilo ana i ikaika ikaika ʻaʻole hiki ke mālama ʻia. I kēia mau lā, hōʻike ʻia nā kaʻa ʻelima kiʻekiʻe o ka honua ʻo Paris Motor Show, BYD Han, Wei brand Coffee 01, Ola Funky Cat a me nā huahana hou i hoʻomaka, hoʻomaka i kahi makani Kina hou.
ʻAʻohe mea kānalua ua lilo ʻo Kina i ka makani makani koʻikoʻi e alakaʻi ana i ka ʻoihana kaʻa uila hou honua.
Ke hoʻomau nei ka piʻi ʻana o nā kumukūʻai paʻakai lithium, ke kumu kumu nui no nā pihi mana, mai 2021.
ʻOkakopa 14, 2022, ua hōʻea ke kumu kūʻai o ka lithium carbonate i loko o ka hale i ka 526,000 yuan / ton, e hōʻea ana i kahi moʻolelo kiʻekiʻe, i hoʻohālikelike ʻia me 278,000 yuan / ton i ka hoʻomaka ʻana o ka makahiki i hoʻonui ʻia ma kahi o 90 pakeneka. Hoʻohālikelike ʻia me ʻOkakopa 14, 2020, 4.1 miliona yuan / ton, ʻoi aku ka piʻi ʻana ma kahi o 12 mau manawa.
ʻAʻole wale i ka lithium carbonate, ʻOkakopa 14, 2020 home lithium hydroxide 4.9 miliona yuan / ton, ʻOkakopa 14, 2022 ua hiki i 51.75 miliona yuan / ton.
Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka Shanghai Steel Association, i ka lā 18 ʻOkakopa, piʻi ka lithium carbonate pākahi pākahi i 2,000 yuan / ton, ke kumu kūʻai maʻamau o 53.75 miliona yuan / ton, piʻi ka lithium carbonate ʻenehana i 2,500 yuan / ton, ke kumu kūʻai maʻamau o 52.3 miliona yuan / ton, ua paʻi lāua i kahi moʻolelo kiʻekiʻe.
Hoʻohui ʻia nā ʻano mea āpau, lele pū ka ʻoihana lithium in situ, ʻahaʻaina nā mea hoʻomaʻamaʻa o ka ʻoihana, a ʻōlelo pū kekahi poʻe nui o ka ʻoihana: ke hana nei ka ʻoihana kaʻa kaʻa hou a pau no ka "hana" lithium mine.
I kekahi manawa, ua lilo nā ʻoihana ʻoihana lithium i nā ʻano kiʻekiʻe o ke kaulahao biological.
Ua ʻōlelo ʻo Zhongtai Capital Luna Hoʻokele ʻo Wang Dongwei, ʻo ka hoʻoulu ʻana i nā kumukūʻai o ka lithium ore i hoʻonui ʻia ma laila nā kumu ʻelua a me ka wā lōʻihi.
I ka wā pōkole, alakaʻi nā kumu kau i ka emi ʻana o ka hana ʻana o Qinghai Salt Lake, i hui pū ʻia me ka hopena o ka maʻi maʻi i ka lawe ʻana, paʻa nā kumu waiwai lithium. ʻO nā ʻoihana i lalo i ka hopena o ka makahiki e hoʻopaʻa i ka hana, hoʻopaʻa nui, hoʻoikaika i ka nele o ka lako.
I ka wā lōʻihi, ke piʻi nei nā kumukūʻai lithium ma muli o ke kūlike ʻole ma waena o ka hoʻolako a me ka noi, ʻo kahi papahana waiwai lithium e pili ana i ʻelima mau makahiki e hoʻopau ai, ʻoiai ke piʻi wikiwiki nei ka noi o lalo, a ʻaʻole nui ka hiki koke o ka lithium.
ʻAʻole hiki ke hōʻole ʻia ʻo ka ikehu hou he ala gula papa mua i kēia manawa.
Ua ʻōlelo ʻo Yu Shengmei, ka mea loiloi ʻoihana: inā paha ka ulu ʻana o ka wā e hiki mai ana, a i ʻole ka boom kiʻekiʻe o kēia manawa, me ka nui o ka ʻoihana, ʻaʻole i hoʻohālikelike ʻia i kekahi ala ʻē aʻe. Akā ʻaʻole kēia manaʻo ʻaʻole cyclical ka mākeke ikehu hou, ʻaʻole saturated ka ʻoihana.
ʻO ka nui o ke kaʻa kaʻa hou e kokoke ana i 30%, nā hale hana pākaukau nui, nā mea kanu hoʻokipa a ua hoʻonui nui i ka hana. I ka manawa e ho'ēmiʻia ai ka palena ulu o ka mākeke kaʻa, hoʻokuʻu ʻia ka mana hana pākaukau, ke koena saturation hiki ke hoʻololi koke i ka maka, a laila hāʻule i lalo i kahi hulu moa.
Ua ʻōlelo ʻo Keystone Capital, ʻo Yang Shengjun, ʻo ke ala ikaika hou i nā makahiki e hiki mai ana i ka wā piʻi, ma ka mua a hiki i 2025 hiki ke hoʻokomo i ka ʻoihana kiʻekiʻe. ʻOiai paʻakikī paha ka hoʻomau ʻana i ka ulu pālua ʻana o nā makahiki ʻelua i hala iho nei, aia nō ia i ka pae wikiwiki o ka holoʻokoʻa.
Ua ʻōlelo ʻo Lonzhong ʻike lithium iron phosphate ʻoihana loiloi Wang Juan: ʻo ka hoʻolālā o kēia manawa o nā ʻoihana like ʻole o ka lithium iron phosphate e hopu ana i ka manawa e hopu ai i ka mākeke, akā ma nā kumu like ʻole, ʻo ka hapa nui o ka holomua o ke kūkulu ʻana ua lohi i ke kūlana, i kēia manawa. ʻAʻole e ʻike ʻia ka mana o ka manawa pōkole, akā me ka hoʻokuʻu mau ʻana o ka mana hana hou, manaʻo ʻia ma hope o nā makahiki ʻelua e hiki mai ana, hiki i ka lithium iron phosphate ke kū i ke kūlana o ka hiki.
Ma kahi huaʻōlelo, a laila, aia nō hoʻi i ke ala ahi kahi kaupaku noʻonoʻo, pono e makaʻala i ka nui, ʻino a me ka huhū, ka nalowale o ka mahalo. I ka wā ma mua, mai ka photovoltaic i ka waiū kī, wela loa ke ala mai ka mea maikaʻi ʻole.
Loaʻa i ka ʻoihana lithium kahi manawa gula, akā ʻaʻole mamao loa mai ka wā hoʻoilo hoʻoilo. ʻAʻole hiki i nā mea lapaʻau ke ʻae i ka ʻona nui loa, ʻaʻole e haʻi i ka hiki ke moe i lalo e lanakila, ʻo ka mea wale nō e hoʻomaʻamaʻa i ka hana kūloko maikaʻi, ʻenehana e hana i ka hana, nā kumu ʻoihana paʻa, piha anti-risk ikaika, hiki ke hoʻomau. ulu steadily, i ka hou reshuffle i loko o ka hooilo.
ʻOi aku ka maikaʻi o ke kūlana, ʻoi aku ka nui o ka hele ʻana ma luna o ka hau lahilahi, ʻoi aku ka nui o ke kani ʻana o nā bele hoʻāla. A bang, noʻonoʻo wau i ka nui o nā moeʻuhane e hiki ke ala?
Ka manawa hoʻouna: Oct-25-2022