I te tau 2022 kua taha ake nei, kua whakaatu te mākete hua matū ā-rohe i te hekenga whaitake katoa. E ai ki ngā tatauranga mai i ngā karapu pakihi, 64% o ngā hua matū matua 106 i aroturukitia i te tau 2022, 64% o ngā hua i heke, 36% o ngā hua i piki. I whakaatu te mākete hua matū i te pikinga o ngā kāwai pūngao hou, te hekenga o ngā hua matū tuku iho, me te whakau i ngā rauemi mata taketake. I roto i te raupapa "Arotake o te Mākete Matū 2022" i whakarewahia i tēnei putanga, ka tīpakohia ngā hua e piki ana me ngā hua e heke ana hei tātaritanga.
He tau tino pai te tau 2022 i roto i te mākete tote lithium. Ko te lithium hydroxide, te lithium carbonate, te lithium rino phosphate, me te phosphate ore i noho i ngā tūru e whā o runga i te rārangi pikinga o ngā hua matū. Ina koa, ko te mākete lithium hydroxide, te rangi matua o te pikinga kaha me te teitei taha puta noa i te tau, i te mutunga ka eke ki runga i te rārangi o te pikinga ā-tau 155.38%.
E rua ngā rauna o te pikinga kaha me te teitei auaha
E toru ngā wāhanga o te mākete hauwai lithium i te tau 2022. I te tīmatanga o te tau 2022, i whakatuwheratia te mākete hauwai lithium i te utu toharite o te 216,700 yuan (te utu tana, koia anō kei raro). Whai muri i te pikinga kaha i te hauwhā tuatahi, i mau tonu te taumata tiketike i ngā hauwhā tuarua me tuatoru. I mutu te utu toharite o te 10,000 yuan, ā, i piki ake te tau mā te 155.38%.
I te hauwhā tuatahi o te tau 2022, i eke te pikinga hauwhā o te mākete lithium hydroxide ki te 110.77%, ā, i te marama o Pēpuere i piki ake ai, ko te tau nui rawa atu tēnei, tae atu ki te 52.73%. E ai ki ngā tatauranga mai i ngā karapu pakihi, i tēnei wā, kei te tautokona e te konganuku o runga, ā, kei te tautoko tonu te utu o te lithium lithium carbonate i te lithium hydroxide. I taua wā anō, nā te iti o ngā rauemi mata, i heke te tere whakahaere whānui o te lithium hydroxide ki te 60%, ā, he iti te mata tuku. Kua piki ake te hiahia mō te lithium hydroxide i roto i ngā kaihanga pākahiko trinary teitei-nikara i raro iho, ā, nā te koretake o te tuku me te hiahia kua whakatairanga i te pikinga kaha o te utu o te lithium hydroxide.
I te hauwhā tuarua me te tuatoru o te tau 2022, i whakaatuhia e te mākete lithium hydroxide he ia pikinga nui, ā, i piki ake te utu toharite mā te 0.63% i tēnei huringa. Mai i Āperira ki Mei o te tau 2022, i ngoikore te lithium carbonate. I tukuna ētahi o ngā kaha hou o ētahi kaihanga lithium hydroxide, i piki ake te tuku whānui, kua puhoi te tono mō te hoko ā-rohe i te hekenga, ā, i kitea he teitei te mākete lithium hydroxide. Mai i te marama o Hune 2022, i piki ake te utu o te lithium carbonate hei tautoko i ngā āhuatanga o te mākete o te lithium hydroxide, i te mea i pai ake te hihiri o te uiuinga hekenga. I eke ki te 481,700 yuan.
I te taenga ki te hauwhā tuawhā o te tau 2022, ka piki anō te mākete lithium hydroxide, me te pikinga hauwhā o te 14.88%. I te wā tino pukumahi, kua tino piki ake te hanga me te hoko o ngā waka hiko hou i te taunga waka, ā, he uaua ki te kimi i te mākete. Kei te tata mai te kaupapa here tautoko hiko hou i te mutunga o te mutunga, ā, ka whakarite ētahi kamupene waka i mua i te wā ki te akiaki i te mākete lithium hydroxide mō te tono nui mō ngā pākahiko hiko. I taua wā anō, i pāngia e te mate urutā ā-rohe, he iti te tuku o te mākete i te wā kotahi, ā, ka piki anō te mākete lithium hydroxide. I muri i waenganui o Noema 2022, ka heke te utu o te lithium carbonate, ā, ka heke paku te mākete lithium hydroxide, ā, ka kati te utu whakamutunga ki te 553,300 yuan.
He iti te tuku o ngā rauemi mata o te awa
Ki te titiro whakamuri ki te tau 2022, ehara i te mea ko te mākete lithium hydroxide anake i piki ake pērā i te āniwaniwa, engari ko ngā hua atu o te raupapa tote lithium i tino pai te mahi. I piki ake te lithium carbonate mā te 89.47%, i piki ake te lithium rino phosphate mā te 58.1% i ia tau, ā, i eke hoki te pikinga ā-tau o te konganuku phosphorus o te lithium rino phosphate ki te 53.94%. E whakapono ana te umanga ko te take matua o te pikinga tere o te tote lithium i te tau 2022 ko te pikinga tonu o te utu o ngā rauemi lithium, ā, kua piki haere tonu te korenga o te tuku tote lithium, ā, nā reira ka panaia te utu o te tote lithium.
E ai ki tētahi kaimahi hokohoko pākahiko pūngao hou i Liaoning, e rua ngā huarahi whakaputa o te waikawa lithium me te roto tote e whakarite ana mō te waikawa lithium me te roto tote. Ko te waikawa lithium i muri i te waikawa lithium kāponāte kounga-ahumahi. I te tau 2022, ko ngā umanga e whakamahi ana i te waikawa lithium me te whakamahi i te pylori i raro i ngā rauemi kohuke iti. I tētahi taha, he iti te kaha whakaputa waikawa lithium nā te kore o ngā rauemi lithium. I tētahi atu taha, he iti noa ngā kaihanga waikawa lithium kua whakamanahia e te pūnaha pākahiko o te ao, nō reira he iti ake te tuku o te waikawa lithium kounga-teitei.
I roto i te pūrongo rangahau, i tohu a Chen Xiao, he kaitātari haumarutanga a Ping An, ko te raruraru o ngā rauemi mata he mea nui hei whakararuraru i te mekameka umanga pākahiko lithium. Mō ngā huarahi hiki lithium wai tote o te roto tote, nā te makariri o te rangi, ka heke te mimiti o ngā roto tote, ā, he iti te tuku, inā koa i ngā hauwhā tuatahi me te tuawhā. Nā te iti o ngā rauemi o te phosphate rino lithium, nā te iti o ngā rauemi, kāore i te rawaka te tuku i te wā, ā, i whakatairanga i te taumata mahi teitei, ā, i eke te pikinga ā-tau ki te 53.94%.
Kua piki ake te tono mō te pūngao hou i te teihana
Hei rauemi mata matua mō ngā pākahiko lithium-ion toru-nikara teitei, ko te tipu kaha o te tono mō ngā ahumahi waka pūngao hou i raro i te awa kua whakarato i te hihiri pūtake atu i te pikinga o ngā utu lithium hydroxide.
I kī a Ping An Securities i kaha tonu te mākete pūngao hou i te tau 2022, ā, he mīharo tonu tana mahi. Kei te kaha te hanga o ngā wheketere pākahiko i roto i te lithium hydroxide, ā, kei te piki haere tonu te hiahia mō ngā pākahiko nickel-ternary teitei me te rino lithium. E ai ki ngā raraunga hou mai i te China Automobile Association, mai i Hanuere ki Noema 2022, ko te hanga me te hoko o ngā waka pūngao hou he 6.253 miriona me te 60.67 miriona, ia, he pikinga toharite ia tau, ā, kua eke te wahanga mākete ki te 25%.
I roto i te horopaki o te korenga o ngā rauemi me te kaha o te tono, kua piki ake te utu o ngā tote lithium pēnei i te lithium hydroxide, ā, kua taka te mekameka hiko lithium ki te "manukanuka". Kei te whakanui ake ngā kaiwhakarato rauemi pākahiko hiko, ngā kaihanga me ngā kaihanga motuka hiko hou i ā rātou hoko tote lithium. I te tau 2022, he maha ngā kaihanga rauemi pākahiko i hainatia he kirimana tuku me ngā kaiwhakarato lithium hydroxide. I hainatia e te apiti katoa o Avchem Group he kirimana tuku mō te lithium hydroxide taumata pākahiko me Axix. Kua hainatia hoki he kirimana me te apiti o Tianhua Super Clean, Tianyi Lithium, me Sichuan Tianhua mō ngā hua lithium hydroxide taumata pākahiko.
Haunga ngā kamupene pākahiko, kei te whakataetae hoki ngā kamupene motuka mō ngā tuku matū lithium hydroxide. I te tau 2022, e ai ki ngā pūrongo kua hainatia e Mercedes-Benz, BMW, General Motors me ētahi atu kamupene motuka he whakaaetanga tuku mō te lithium hydroxide kounga pākahiko, ā, i kī anō a Tesla ka hangaia e rātou he tipu matū lithium hydroxide kounga pākahiko, ka uru tika atu ki te mara o te hanga matū lithium.
I te nuinga o te wā, ko te whanaketanga tere o te umanga motuka hiko hou kua nui te tono mākete mō te lithium hydroxide, ā, ko te korenga o ngā rauemi lithium i runga ake nei kua hua ake te iti o te kaha whakaputa o te lithium hydroxide, ka panaia tōna utu mākete ki te taumata tiketike.
Te wā tuku: Hui-tanguru-02-2023