Kev xav tau nce ntxiv, kev muab cov peev txheej lithium nruj
Nrog txoj kev loj hlob sai ntawm kev lag luam tsheb tshiab, qhov kev thov rau lithium-ion roj teeb tseem nce ntxiv. Lub koom haum tau taw qhia tias kev muab cov peev txheej lithium nyob rau hauv lub xeev ntawm kev nruj, thiab kev lag luam saw tuam txhab lag luam tau sib tw rau cov peev txheej lithium. Nyob rau tib lub sijhawm, cov tuam txhab sab saud nrog cov peev txheej lithium txuas ntxiv lawv cov kev lag luam hauv qab.
Lithium khoom nqi nce
Raws li cov ntaub ntawv los ntawm Shanghai Nonferrous Metals Network, txij lub Kaum Ib Hlis 15 txog rau 19th, tus nqi ntawm lithium carbonate tau nce me ntsis. Tus nqi ntawm SMM roj teeb qib lithium carbonate yog 197,000-200,000 yuan / ton, thiab tus nqi nruab nrab yog nce 2,000 yuan / ton ntawm lub lim tiam dhau los. Tus nqi ntawm SMM industrial qib lithium carbonate yog 188,000-191,000 yuan / ton, thiab tus nqi nruab nrab yog nce 2,500 yuan / ton ntawm lub lim tiam dhau los.
Nyob rau hauv cov nqe lus ntawm lithium hydroxide, lub ntsiab lus hais nyob rau hauv lub domestic kev ua lag luam yog concentrated ntawm 190, 000-208, 000 yuan / ton, thiab tus nqi pauv yog nyob ib ncig ntawm 190,{ {8}} yuan / ton. Tus nqi ntawm SMM roj teeb- qib lithium hydroxide (cov khoom ntxhib) yog 185,{12}}-191,000 yuan/ton, tus nqi ntawm SMM roj teeb-qib lithium hydroxide (cov hmoov zoo) yog 192,000-199,000 yuan / ton, thiab tus nqi ntawm SMM industrial qib lithium hydroxide yog 178,000-182,000 yuan / ton, tus nqi nruab nrab tau nce 1,500 yuan / ton ntawm lub lim tiam dhau los.
Shanghai Nonferrous Metals Network tau taw qhia tias qhov kev lag luam tam sim no ntawm kev lag luam - qib lithium carbonate kuj loj, thiab cov tub luam feem ntau khaws cov khoom. Kev muab cov roj teeb - qib lithium carbonate yog txwv, thiab kev hloov pauv tau tsis ntev los no. Los ntawm cov ntsiab lus tseem ceeb, tej zaum yuav muaj qhov sib txawv ntawm 16 feem pua rau lithium carbonate hauv ob lub hlis dhau los, tab sis lub Hoobkas cov khoom tau tshem tawm cov khoom muag thiab cov tub luam tau tso tawm cov khoom lossis txo cov khoom siv. Nws cia siab tias tus nqi tseem yuav nce me ntsis.
Guotai Junan Securities ntseeg tias kev khaws cia ua ntej lub xyoo yuav yog lub zog rau qhov thib peb nce ntawm lithium tus nqi. Xyoo 2022, cov khoom siv lithium xav tias yuav nce li 33 feem pua -35 feem pua, tab sis cov tuam txhab lag luam hauv qab cathode thiab roj teeb feem ntau muab ob npaug rau lawv cov phiaj xwm tsim khoom, thiab qhov nce hauv cov khoom tuaj yeem them tag nrho los ntawm kev thov.
Kev xa khoom thiab kev thov yog nruj
Raws li cov ntaub ntawv los ntawm Tuam Tshoj Cov Neeg Caij Tsheb Thauj Mus Los, kev muag khoom muag ntawm cov tsheb thauj neeg caij tsheb tshiab tau nce mus txog 368,000 units hauv Lub Kaum Hli, nce 6.3 feem pua lub hlis- ntawm - hli thiab 148.1 feem pua xyoo{ {8}}rau - xyoo. Txij lub Ib Hlis mus txog Lub Kaum Hli, kev muag khoom muag ntawm cov tsheb thauj neeg caij tsheb tshiab tau nce mus txog 2.381 lab units, ib xyoos -ntawm- xyoo nce ntawm 204.3 feem pua. Thaum Lub Kaum Hli, kev muag khoom ntawm lub zog tshiab tsheb thauj neeg caij tsheb tau nce mus txog 321,{17}} units, ib xyoos -ntawm-xyoo nce ntawm 141.1 feem pua thiab ib hlis- ntawm {{23 }} hli poob ntawm 3.9 feem pua. Txij lub Ib Hlis mus txog Lub Kaum Hli, kev muag khoom ntawm lub zog tshiab tsheb yog 2.139 lab, ib xyoos -ntawm - xyoo nce ntawm 191.9 feem pua.
Lub Koom Haum Tuam Txhab Tsheb Hauv Tuam Tshoj tau taw qhia tias kev kis tus kabmob kis tau ua rau kev lag luam tsheb tsis tiav, thiab cov teeb meem tau ntsib hauv kev tsim tsheb. Thaum Lub Kaum Hli, cov khoom siv hluav taws xob tau nce li ntawm 10 feem pua ntawm lub hli- ntawm - hli, thiab nws cia siab tias kev muag khoom ntawm lub zog tshiab yuav tseem nce ntau lab hauv 2022.
According to data from my country's Automotive Power Li{{{{30}}}}ion Battery Industry Innovation Alliance, in October 2021, my country's power lithium-ion battery output totaled 25.1GWh, a year-on-year increase of 191.6 percent and a month-on{{10}}month increase of 8.4 percent . Among them, the output of ternary batteries was 9.2GWh, accounting for 36.6 percent of the total output, an increase of 93.5 percent year-on-year and a decrease of 4.5 percent month-on-month; the output of lithium iron phosphate batteries was 15.9GWh, accounting for 63.3 percent of the total output, an increase of 314.0 percent year-on-year and a month-on-month increase of 17.6 percent . From January to October, my country's power lithium-ion battery output was 159.8GWh, a year-on-year increase of 250.0 percent . Among them, the output of ternary batteries was 72.0GWh, accounting for 45.1 percent of the total output, an increase of 165.0 percent year-on-year; the output of lithium iron phosphate batteries was 87.5Wh, accounting for 54.8 percent of the total output, an increase of 378.2 percent year-on-year.
Raws li cov ntaub ntawv tshawb fawb ntsig txog, txij xyoo 2018 txog rau thawj ib nrab xyoo 2020, kev tsim khoom ntau dhau hauv kev lag luam lithium coj mus rau cov khoom khaws cia. Nws tau kwv yees tias ntau dua 50 feem pua ntawm cov lithium concentrate cov khoom muag tau raug zom. Qhov nce ntxiv ntawm cov khoom xa tuaj rau xyoo tom ntej yuav tsis ncav cuag 180,000 tons. Kev nruj ntawm cov khoom siv hauv kev lag luam lithium hauv 2022 yuav siab dua li xyoo 2021.
Extend the industrial chain
Nws tau dhau los ua ib qho qauv rau cov tuam txhab lithium mining txuas mus rau nruab nrab thiab qis dua.
Mineral Resources' recent shareholders' meeting minutes show that the company will take back 100 percent of Ganfeng Lithium's underwriting rights in the Mount Marion project. A reporter from my country Securities News learned from Ganfeng Lithium that Ganfeng Lithium and Mineral Resources each hold 50 percent of the shares in the Mount Marion project, and Mineral Resources plans to extend their business downstream.
Ganfeng Lithium's semi-annual report shows that the company's current important lithium resource is the Mount Marion project in Australia. The relevant person in charge of Ganfeng Lithium Industry said that the project accounts for a large proportion of the company's raw material supply, about 70 percent -80 percent , but the company's layout of lithium mines in many regions can basically guarantee the company's raw material supply.
Tam sim no, Ganfeng Lithium tuav 28.88 feem pua ntawm cov ceg txheem ntseeg hauv Bacanora thiab 50 feem pua hauv Sonora Lithium Clay Project. Nyob rau tib lub sijhawm, lub tuam txhab npaj yuav tau txais cov khoom seem ntawm Bacanora los ntawm kev sib tw kom ntxiv nws qhov sib koom ua ke.
Tsis tas li ntawd, txhawm rau txhawm rau txhim kho kev tsim kho ntawm Cauchari-Olaroz Salt Lake Project hauv Argentina, Ganfeng Lithium tau npaj cov kws tshaj lij mus rau Argentina hauv cov khoom siv los txhawb txoj haujlwm tsim kho thiab xyuas kom meej tias qhov project yuav muab tso rau. mus ua haujlwm hauv 2022. Nws yog ib qho tsim nyog sau cia tias lub tuam txhab tseem tab tom siv cov peev txheej lithium ore hauv Mali, Africa, thiab tsis ncaj qha tuav txoj cai thiab kev txaus siab ntawm Goulamina spodumene project los ntawm kev nrhiav tau ntawm 50 feem pua ntawm cov koom haum hauv Dutch SPV tuam txhab thiab tau txais. txoj cai underwriting.
Tsis ntev los no, kev sib tw rau cov peev txheej lithium ore yog kub. Thaum Lub Kaum Ib Hlis 17, Asmeskas Lithium tshaj tawm tias nws tau pom zoo kom tau Millennium Lithium rau 400 lab. Tus nqi yog kwv yees li 34 feem pua siab dua li cov lus hais dhau los ntawm US299 lab los ntawm CATL, thiab ze li 43 feem pua siab dua li cov lus hais ntawm Ganfeng Lithium.
Raws li cov ntaub ntawv pej xeem, cov cuab tam tseem ceeb ntawm Millennium Lithium yog Pastos Grandes Lithium Salt Lake Project thiab Cauchari East Lithium Salt Lake Project hauv Argentina.
Pacific Securities tau hais tias kev hloov kho tshiab ntawm Millennium Lithium kev yuav khoom tsov rog hais txog qhov tseem ceeb ntawm cov peev txheej lithium, thiab cov khoom siv hluav taws xob sab saud thiab qis qis ntawm cov saw hlau lag luam tau nquag npaj cov txheej txheem, thiab cov peev txheej yuav yog qhov tseem ceeb tshaj plaws ntawm cov khoom lag luam.
