Se "superstar" yelithium bhatiri indasitiri cheni kubvira 2021, mutengo welithium carbonate wakachinja zvakanyanya mumakore maviri apfuura.Yakambosvika kumusoro ichibva yananga kumutengo we600,000 yuan/ton.Iko kudiwa muhafu yekutanga ya2023 kwaive zvakare Munguva yezvinwiwa, yakawira ku170,000 yuan/ton.Panguva imwecheteyo, sezvo remangwana reLithium carbonate rave kuda kutangwa, SMM ichapa vaverengi ongororo yakazara yelithium industry chain overview, resource end, smelting end, demand end, supply and demand pattern, order signing form and pricing mechanism. muchinyorwa chino.
Mhedziso yeiyo lithium indasitiri ketani:
Sechinhu chesimbi chine huremu hudiki hweatomu, lithiamu ine hombe yechaji density uye yakagadzikana helium-mhando mbiri maerekitironi layer.Iyo ine yakanyanya kusimba electrochemical chiitiko uye inogona kuita pamwe nezvimwe zvinhu kugadzira akasiyana makomisheni.Icho chinhu chakanakisa chekugadzira mabhatiri.Best sarudzo.Murithium industry chain, iyo iri kumusoro inosanganisira lithium mineral resources zvakadai se spodumene, lepidolite, uye salt lake brine.Mushure mekunge lithium zviwanikwa zvabviswa, zvinogona kugadziriswa mune imwe neimwe yekubatanidza kugadzira yekutanga lithium munyu, yechipiri / yakawanda lithium munyu, simbi Lithium uye mamwe marudzi ezvigadzirwa.Zvigadzirwa muchikamu chekutanga chekugadzirisa zvinonyanya zvinosanganisira primary lithium salts se lithium carbonate, lithium hydroxide, uye lithium chloride;kuenderera mberi kwekugadzirisa kunogona kugadzira sekondari kana akawanda lithium zvigadzirwa se lithium iron phosphate, lithium cobalt oxide, lithium hexafluorophosphate, uye simbi lithium.Zvigadzirwa zvakasiyana-siyana zvelithium zvinogona kushandiswa zvakanyanya muminda inobuda senge lithium mabhatiri, ceramics, girazi, alloys, magirisi, refrigerants, mushonga, indasitiri yenyukireya uye optoelectronics.
Lithium resource kupera:
Kubva pakuona kwelithium zviwanikwa mhando, inogona kukamurwa kuita mitsetse miviri mikuru: yekutanga zvinhu uye zvakadzokororwa zvinhu.Pakati pavo, iyo lithiamu zviwanikwa zvezvakagadzirwa zvinonyanya kuwanikwa mumunyu brine, spodumene uye lepidolite.Zvishandiso zvakadzokororwa zvinonyanya kuwana lithium zviwanikwa kuburikidza nemudyandigere lithium mabhatiri uye kudzokorodza.
Kutanga kubva payakagadzirwa nzira, kugoverwa kwehuwandu hwese lithium resource reserves yakakwira.Zvinoenderana neazvino data yakaburitswa neUSGS, yepasi rose lithium resource inochengetera inokwana 22 miriyoni matani e lithium simbi yakaenzana.Pakati pavo, nyika shanu dzepamusoro munyika dzeLithium zviwanikwa iChile, Australia, Argentina, China, neUnited States, inoverengera 87% muhuwandu, uye matura eChina anoita 7%.
Kuenderera mberi nekupatsanura mhando dzezviwanikwa, madziva emunyu pari zvino ari sosi yelithium zviwanikwa munyika, inonyanya kugoverwa muChile, Argentina, China nedzimwe nzvimbo;spodumene migodhi inonyanya kugoverwa muAustralia, Canada, United States, China nedzimwe nzvimbo, uye kushandiswa kwekugoverwa kwezviwanikwa Ndiyo yakaderera pane dziva remunyu uye ndiyo mhando yezvishandiso nepamusoro-soro yekutengeserana lithium extraction ikozvino;lepidolite resource reserves idiki uye yakatarisana muJiangxi, China.
Tichitarisa kubva mukubuda kwelithium zviwanikwa, iyo yakazara kuburitsa kwepasi rose lithium zviwanikwa muna 2022 ichave 840,000 matani eLCE.Zvinotarisirwa kuwana huwandu hwekukura kwegore negore hwe21% kubva 2023 kusvika 2026, kusvika 2.56 mamiriyoni ematani eLCE muna 2026. Maererano nenyika, CR3 iAustralia, Chile, neChina, inotora chikamu che86%, zvichiratidza. chiyero chepamusoro chekuisa pfungwa.
Panyaya yemhando yemhando yemhando, pyroxene icharamba iri iyo inotungamira mhando yemhando mune ramangwana.Salt Lake ndiyo yechipiri yakakura mhando yemhando yemhando, uye mica icharamba ichiita basa rekuwedzera.Zvakakosha kucherechedza kuti pachava nefungu rekutsvaira mushure me 2022. Kukurumidzira kukura kwepakati-yekugadzira tsvina uye kubvisa tsvina, pamwe chete nekubudirira mukugadzirisa zvakare lithium extraction teknolojia, kuchawedzera kukurumidza kukurumidza kwekugadzirisa zvakare lithium extraction volume.Zvinotarisirwa kuti zvinhu zvakagadziriswa zvichasvika 8% muna 2026. Chikamu che lithium resource supply.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Lithium inonyungudutsa kupera:
China ndiyo nyika ine yakanyanya kunyungudutsa lithium munyika.Tichitarisa kumatunhu, nzvimbo dzekuChina dzekugadzira lithium carbonate dzinonyanya kuenderana nekugoverwa kwezviwanikwa uye mabhizinesi ekunyungudutsa.Mapurovhinzi makuru ekugadzira ndiJiangxi, Sichuan neQinghai.Jiangxi ndiyo purovhinzi ine yakakura kwazvo lepidolite resource kugoverwa muChina, uye ine hunyanzvi hwekugadzira makambani anozivikanwa ekunyungudutsa akadai seGanfeng Lithium Industry, iyo inogadzira lithium carbonate uye lithium hydroxide kuburikidza nekunze spodumene;Sichuan ipurovhinzi ine yakakura kwazvo pyroxene zviwanikwa zvekugovera muChina, uye zvakare ine basa rekugadzira hydroxide.Lithium yekugadzira nzvimbo.Qinghai ndiyo yakakura muChina dziva remunyu brine lithium extraction province.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Mukutaura kwemakambani, maererano ne lithium carbonate, iyo yose yakabuda muna 2022 ichava 350,000 tani, iyo makambani eCR10 akaverengera 69%, uye maitiro ekugadzira anowedzera.Pakati pavo, Jiangxi Zhicun Lithium Indasitiri ine yakakura kuburitsa, inoverengera 9% yekubuda kwayo.Iko hakuna absolute monopoly leader muindastiri.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Panyaya yelithium hydroxide, iyo yakazara inobuda muna 2022 ichava 243,000 matani, iyo CR10 makambani anotora inosvika 74%, uye maitiro ekugadzira akanyanya kunyura kupfuura ayo e lithium carbonate.Pakati pavo, Ganfeng Lithium Indasitiri, iyo kambani ine yakakura kubuda, inoverengera 24% yezvese zvabuda, uye inotungamira mhedzisiro iri pachena.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Lithium inoda divi:
Lithium kushandiswa kudiwa kunogona kukamurwa kuita zvikamu zviviri zvikuru: iyo lithium bhatiri indasitiri uye echinyakare maindasitiri.Nekukura kuri kuwedzera kwesimba uye simba rekuchengetedza musika kudiwa kumba nekune dzimwe nyika, chikamu chelithium bhatiri chinodiwa muhuwandu hwekushandisa lithium chiri kuwedzera gore negore.Sekureva kwehuwandu hweSMM, pakati pa2016 na2022, chikamu chekushandisa lithium carbonate mumunda webhatiri relithium chakawedzera kubva pa78% kusvika 93%, ukuwo lithium hydroxide yakasvetuka kubva pasi pe1% kusvika ingangoita 95%+.Kubva pamaonero emusika, kudiwa kwakazara muindasitiri yebhatiri yelithium kunonyanya kufambiswa nemisika mitatu mikuru yesimba, kuchengetedza simba uye kushandisa:
Musika wemagetsi: Inotungamirwa nemitemo yemagetsi epasi rose, shanduko yekambani yemotokari uye kudiwa kwemusika, kudiwa kwemusika wemagetsi kuchaita kukura kwakaputika muna 2021-2022, kuverengera hutongi hwakakwana mukudiwa kwebhatiri re lithium, uye inotarisirwa kuchengetedza kukura kwakasimba kwenguva refu..
Musika wekuchengetera magetsi: Pasi pesimba rezvinhu zvakaita sedambudziko resimba uye marongero enyika, misika mitatu mikuru yeChina, Europe, neUnited States ichashanda pamwe chete uye ichave yechipiri yakakura kukura nzvimbo yelithium bhatiri kudiwa.
Musika wevatengi: Musika wese urikuzara, uye chiyero chekukura kwenguva refu chinotarisirwa kuve chakaderera.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Pakazere, kudiwa kwemabhatiri e-lithium kuchawedzera ne52% gore-pa-gore muna 2022, uye kuchawedzera zvishoma nezvishoma pachikamu chekukura kwepagore che35% kubva 2022 kusvika 2026, izvo zvichawedzera kuwedzera chikamu che lithium bhatiri indasitiri ye lithium. .Panyaya yemashandisirwo akasiyana, musika wekuchengetedza simba une yakanyanya kukura mwero.Musika wemagetsi unoramba uchikura sezvo mota dzepasi rose dzesimba dzichiramba dzichikura.Musika wevatengi unonyanya kuvimba nekukura kwemotokari dzine mavhiri maviri uye zvigadzirwa zvitsva zvevatengi zvakaita sema drones, e-fodya, uye zvishandiso zvinopfekwa.Iko kusanganiswa kwepagore kukura mwero ingori 8%.
Kubva pamaonero emakambani akananga evatengi velithium munyu, maererano ne lithium carbonate, iyo yakazara inodiwa muna 2022 ichave 510,000 matani.Makambani evatengi anonyanya kutariswa mumakambani e-lithium iron phosphate cathode zvinhu uye epakati uye yakaderera nickel ternary cathode zvinhu makambani, uye makambani ezasi akanyanya mukushandisa.Iyo dhigirii yakaderera, iyo CR12 inoverengera 44%, iyo ine yakasimba-yakareba-muswe maitiro uye yakapararira maitiro.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Panyaya ye lithium hydroxide, iyo yakazara kushandiswa muna 2022 ichave 140,000 matani.Iko kusangana kwemakambani evatengi epasi kwakakwira zvakanyanya kupfuura iyo yelithium carbonate.CR10 inoita 87%.Muenzaniso wacho wakanyanya kukoshesa.Mune ramangwana, sezvo akasiyana ternary cathode zvinhu makambani achaenderera mberi Neyakakwira nicklization, kusungwa kwemaindasitiri kunotarisirwa kudzikira.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Lithium zviwanikwa zvekushandisa uye chimiro chekuda:
Kubva pakuona kwakazara kwekupa uye kudiwa, lithiamu yakanyatsopedza kutenderera pakati pe2015 ne2019. Kubva 2015 kusvika 2017, simba idzva rinodiwa rakawana kukurumidza kukurumidza kukurudzirwa nerubatsiro rwehurumende.Nekudaro, kukura kweiyo lithium zviwanikwa hakuna kukurumidza sekuda, zvichikonzera kusawirirana pakati pekupa uye kudiwa.Nekudaro, mushure mekunge rubatsiro rwehurumende rwadzikira muna 2019, kudiwa kwekupedzisira kwakadzikira nekukurumidza, asi mapurojekiti ekutanga ekudyara Lithium zviwanikwa zvishoma nezvishoma asvika pakukwanisa kugadzira, uye lithium yakapinda zviri pamutemo kutenderera.Munguva iyi, makambani mazhinji emigodhi akazivisa kubhuroka, uye indasitiri yakatanga kutenderera kwekuchinja.
Iyi indasitiri kutenderera inotanga pakupera kwa2020:
2021-2022: Terminal inoda inoputika nekukasira, ichigadzira kusawirirana nekupihwa kweinokwira lithium zviwanikwa.Kubva 2021 kusvika 2022, mamwe mapurojekiti emigodhi yelithium akamiswa muchikamu chekupedzisira chekuwedzera achatangwazve imwe mushure meimwe, asi pachine kushomeka kukuru.Panguva imwecheteyo, nguva iyi yaivewo nhanho apo mitengo ye lithium yakakwira nekukurumidza.
2023-2024: Kutangwazve kwemapurojekiti ekugadzira + mapurojekiti achangobva kuvakwa greenfield anotarisirwa kusvika pakugadzirwa mukutevedzana pakati pe2023 ne2024. Kukura kwesimba idzva kudiwa hakuna kukurumidza sezvakaita padanho rekutanga rekubuda, uye dhigirii re resource surplus inosvika pakakwirira muna 2024.
2025-2026: Mwero wekukura kwekumusoro kweLithium zviwanikwa zvinogona kudzikira nekuda kwekuenderera mberi kwakawanda.Rutivi rwekudiwa ruchafambiswa nemunda wekuchengetera simba, uye iyo yakasara ichave yakadzikiswa.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Lithium munyu kusaina mamiriro uye kugadzirisa maitiro
Maodha ekusaina modhi yelithium munyu anonyanya kusanganisira maodha enguva refu uye zero maodha.Zero mirairo inogona kutsanangurwa sekutengesa kunoshanduka.Mapato ekutengesa haabvumirane pazvigadzirwa zvekutengesa, huwandu, uye nzira dzemitengo mukati meimwe nguva, uye vanoona makotesheni akazvimirira;pakati pavo, mirairo yenguva refu inogona kugoverwa zvakare muzvikamu zvitatu:
Vhoriyamu yekuvhara fomula: Iyo vhoriyamu yekugovera uye kugadzirisa mutengo nzira inobvumiranwa pamberi.Mutengo wekugadzirisa uchave wakavakirwa pa (SMM) pamwedzi wepakati mutengo wechitatu-party platform, inowedzerwa nekugadzirisa coefficient, kuti uwane misika-based settlement ine medium flexibility.
Kukiyiwa kwevhoriyamu uye kukiya mutengo: Huwandu hwekugovera uye mutengo wekugadzirisa unobvumirana pachine nguva, uye mutengo wekugadzirisa unogadziriswa mune ramangwana rekugadzirisa kutenderera.Kamwe mutengo wacho wakavharwa, hauzogadziriswi mune ramangwana / mushure mekugadzirisa kushandiswa kunokonzerwa, mutengi uye mutengesi vachabvumirana zvakare pamutengo wakagadziriswa, uyo une zvishoma zvishoma.
Kiya huwandu chete: ita chete chibvumirano chekutaura / chakanyorwa pamusoro pehuwandu hwekugovera, asi hapana chibvumirano chepamberi panzira yekugadzirisa mutengo wezvinhu, iyo inoshanduka zvakanyanya.
Pakati pa2021 na2022, nekuda kwekuchinjika kwemitengo kwakapinza, iyo yekusaina maitiro uye mitengo yemitengo yelithium salt iri kuchinjawo chinyararire.Kubva pamaonero enzira dzekusaina chibvumirano, muna 2022, 40% yemakambani achashandisa nzira yemitengo inongovhara muhukuru, kunyanya nekuti kuwanikwa mumusika welithium kwakaomarara uye mitengo yakakwira.Kuti uchengetedze purofiti, makambani ekunyungudutsa ari kumusoro achawanzotora nzira yekuvhara huwandu asi kwete mutengo;mune ramangwana, Tarisa, sekupihwa uye kudiwa kudzoka kune rationality, vatengi nevatengesi vava izvo zvinonyanya kudiwa zvekugovera uye kugadzikana kwemutengo.Zvinotarisirwa kuti chikamu chenguva refu yekuvhara-muvhoriyamu uye formula yekuvhara (yakabatana nemutengo weSMM lithium munyu kuti uwane fomula yekubatanidza) ichawedzera.
Kubva pakuona kwevatengi velithium munyu, kunze kwekutenga kwakananga nemakambani ezvenyama, kuwedzera kwevatengi ve lithium salt kubva kumakambani ekupedzisira (bhatiri, makambani emotokari, uye mamwe makambani emigodhi yesimbi) akafumisa marudzi ese emakambani ekutenga.Tichifunga kuti vatambi vatsva vanofanirwa kufunga Kugadzikana kwenguva refu kweindastiri uye kujairana nemitengo yesimbi dzakakura zvinotarisirwa kuve nemhedzisiro pamaitiro emitengo yeindasitiri.Chikamu chemhando yemitengo yekukiya-muvhoriyamu yekuvhara fomula yemaodha enguva refu yakawedzera.
Zvese nezve lithium!Kutarisisa kwakazara kweiyo lithium indasitiri ketani
Kubva pakuona kwese, kune yelithium indasitiri cheni, mutengo welithium munyu wave nzvimbo yemitengo yeiyo yese indasitiri cheni, ichikurudzira kufambiswa kwakanaka kwemitengo uye mutengo pakati peakasiyana maindasitiri ekubatanidza.Kuzvitarisa muzvikamu:
Lithium Ore - Lithium Munyu: Zvichienderana nemutengo welithium munyu, lithium ore inotengeswa inoyangarara kuburikidza nekugovana purofiti.
Precursor - cathode link: Inomisa mutengo welithium munyu uye mamwe simbi munyu, uye uchiwanza iyo neyuniti yekushandisa uye kuderedzwa coefficient kuti uwane mutengo wekubatanidza gadziriso.
Positive electrode - bhatiri sero: inomisa mutengo wesimbi munyu uye inowanza iyo neyuniti yekushandisa uye kudzoreredza coefficient kuti uwane mutengo wekubatanidza zvigadziriso.
Battery cell - OEM / musanganisi: Kusiyanisa mutengo we cathode / lithium munyu (lithium munyu ndeimwe yezvinhu zvakakosha mu cathode).Zvimwe zvinhu zvikuru zvinotora nzira yakatarwa yemutengo.Zvinoenderana nekuchinja kwemutengo welithium munyu, nzira yekubhadhara mutengo inosainwa., kuwana mutengo wekubatanidza kugadzirisa.
Nguva yekutumira: Nov-06-2023