Ternary lithium roj teeb ntau lawm txiav sharply, cobalt nqi tseem poob
Electrolytic cobalt thiab cobalt hydroxide: Ntshuam cobalt yog nquag nrhiav kev muag khoom hauv khw. Kev sib tw ntawm cov khoom lag luam hauv electrolytic cobalt tau nce zuj zus, cov neeg yuav khoom tsis kam yuav, thiab cov nqi pauv tau poob. Hais txog cobalt hydroxide, thaum lub rooj sib tham, cov neeg yuav khoom thiab cov muag khoom tseem muaj qhov sib txawv loj ntawm cov nyiaj cheb rau xyoo tom ntej, kev lag luam nyuaj, thiab qhov chaw txo nqi pheej yig dua. Tus nqi ntawm SMM electrolytic cobalt yog 2.7-28.5 lab yuan / ton, thiab tus nqi nruab nrab yog 10,000 yuan / ton qis dua lub lim tiam dhau los. Tus nqi ntawm SMM cobalt hydroxide yog 10.7-11.7 US las / lb, thiab tus nqi nruab nrab yog 0.2 US las / lb qis dua lub lim tiam dhau los.
Cobalt ntsev thiab nickel ntsev: Tus nqi ntawm cobalt ntsev tau poob sai heev. Thaum lub sij hawm lub rooj sib tham, lub downstream tau tshaj tawm hais tias lub davhlau ya nyob twg noj tsis zoo, thiab nws cia siab tias yuav tsis muaj kev txhim kho nyob rau hauv lub xyoo ua ntej. Tus nqi ntawm SMM cobalt sulphate yog 4.9-53,000 yuan / ton, thiab tus nqi nruab nrab yog 4,500 yuan / ton qis dua lub lim tiam dhau los. Tus nqi tam sim no ntawm SMM cobalt chloride yog 62,000-67,000 yuan / ton, thiab tus nqi nruab nrab yog 7,000 yuan / ton qis dua lub lim tiam dhau los. Tus nqi ntawm SMM roj teeb qib nickel sulfate yog 29,500-30,000 yuan / ton, thiab tus nqi nruab nrab yog 500 yuan / ton qis dua lub lim tiam dhau los.
Cobalt tetroxide: Raws li lub davhlau ya nyob twg digital lag luam maj mam tawm ntawm lub caij nyoog siab, kev yuav khoom hauv qab muaj qhov tsis muaj zog. Cov tuam txhab lag luam lithium cobalt oxide tau txo qis tus nqi thiab cov nqi pauv tau poob. Nws cia siab tias tseem muaj chaw rau kev poob qis hauv kev lag luam kev xav. Tus nqi tam sim no ntawm SMM cobalt tetroxide yog 206,000 txog 216,000 yuan / ton, thiab tus nqi nruab nrab yog 14,000 yuan / ton qis dua lub lim tiam dhau los.
Ternary precursors: Tus nqi ntawm precursors poob. Tus nqi ntawm cov khoom siv raw nickel thiab cobalt tseem poob qis, thiab kev txiav txim qis qis qis, thiab cov tuam txhab lag luam yuav tsum lees txais cov nqi qis qis. Tus nqi ntawm SMM ternary precursor (Hom 523) yog 92,000-9.7 lab yuan / ton, thiab tus nqi nruab nrab yog 5 lab yuan / ton qis dua lub lim tiam dhau los. Tus nqi ntawm SMM ternary precursor (Hom 622) yog 103-107 lab yuan / ton, thiab tus nqi nruab nrab yog 30,000 yuan / ton qis dua lub lim tiam dhau los.
Lithium carbonate: Tus nqi ntawm lithium carbonate tseem nyob rau lub lim tiam no. Raws li cov roj teeb hluav taws xob qis pib pib qhov kev txiav tawm tshiab, qhov kev thov rau lithium carbonate tau hloov pauv cov qauv. Txawm hais tias cov khoom tsim tawm ntawm lithium hlau phosphate txuas ntxiv mus rau qhov siab tshiab, txij li cov roj teeb lithium hlau phosphate tseem tshuav tsawg dua 30% ntawm lub khw fais fab, thiab lawv qhov kev thov rau lithium carbonate tsawg dua li ntawm cov ntaub ntawv ternary, tag nrho cov kev thov rau cov dej ntws. lithium ntsev ua lag luam yog qhov poob yog pom tseeb. Nyob rau tib lub sijhawm, txiav txim siab tias xyoo tom ntej' lub zog tshiab tsheb kev lag luam nyiaj pab nyiaj yuav poob qis dua lossis raug tshem tawm, nws tseem yuav tshwm sim rau OEMs kom txo cov nqi, thiab kev cia siab rau lub siab ntawm cov khoom siv raw cov nqi txuas ntxiv mus. Raws li SMM, tam sim no tus nqi lag luam ntawm" quasi-electric carbon" tau poob rau 52,000 yuan/ton. Raws li kev ua lag luam nkag mus rau lub sijhawm sib tham txog daim nqi txhua xyoo hauv lub quarter thib plaub, tus nqi ntawm lithium carbonate tuaj yeem txuas ntxiv mus rau hauv siab. Lub lim tiam no, tus nqi ntawm SMM roj teeb qib lithium carbonate yog 57-59 txhiab yuan / tuj, tus nqi nruab nrab yog tib yam li lub lim tiam dhau los. Lub lim tiam no, tus nqi ntawm SMM kev lag luam xoom-qib lithium carbonate yog 47,000 txog 50,000 yuan / ton, thiab tus nqi nruab nrab yog tib yam li lub lim tiam dhau los.
Lithium hydroxide: Lithium hydroxide tus nqi tau tiaj tus lub lim tiam no. Muaj kev cuam tshuam los ntawm kev nce nqi ntawm npib tsib xee, ib qho ntawm cov khoom siv raw ntawm cov khoom siv ternary, cov txheej txheem nickelization hauv tsev tau raug cuam tshuam. Cov tuam txhab roj teeb ua lag luam tau txo lawv qhov kev thov rau cov khoom siv nickel siab. Kev ua lag luam xav tau ib puag ncig rau lithium hydroxide tsis zoo, thiab cov nqi yuav pheej yig dua. Lub lim tiam no, tus nqi ntawm SMM roj teeb-qib lithium hydroxide (cov khoom ntxhib) yog 61-64 txhiab yuan / ton, tus nqi nruab nrab yog tib yam li lub lim tiam dhau los. Lithium cobalt oxide: Tus nqi ntawm lithium cobalt oxide tau poob qis heev. Txawm hais tias cov lus hais ntawm cov tuam txhab loj tseem tsis tau hloov kho, cov lus hais ntawm cov tuam txhab me thiab nruab nrab tau poob qis, thiab nws xav tias tus nqi ntawm lithium cobalt oxide tseem yuav muaj kev poob qis ntxiv rau yav tom ntej. Tus nqi ntawm SMM4.35V lithium cobalt oxide yog 233,000-24.3 lab yuan / ton, thiab tus nqi nruab nrab yog 6,000 yuan / ton qis dua lub lim tiam dhau los.
Cov ntaub ntawv Ternary: Tus nqi hloov pauv ntawm cov ntaub ntawv ternary hauv kev ua lag luam tau nthuav dav, thiab cov nqi ntawm cov qauv digital tau raug txo qis heev, tab sis nws tseem nyuaj rau nyiam cov neeg yuav khoom. Tus nqi ntawm cov khoom siv fais fab kuj tau maj mam txo vim qhov kev thov tsis muaj zog. Tus nqi ntawm SMM ternary khoom (Hom 523) yog 142-148 txhiab yuan / ton, thiab tus nqi nruab nrab yog 0.5 txhiab yuan / ton qis dua lub lim tiam dhau los. Tus nqi ntawm SMM ternary cov ntaub ntawv (hom 622) yog 1.6-165,000 yuan / ton, thiab tus nqi nruab nrab tau nqis los ntawm 30,000 yuan / tuj los ntawm lub lim tiam dhau los.
Lithium hlau phosphate: Tus nqi ntawm lithium hlau phosphate lub lim tiam no yog tib yam li lub lim tiam dhau los. Raws li kev tswj hwm tus nqi nruj ntawm cov khoom lag luam qis qis, cov tuam txhab lithium hlau phosphate cov khoom siv tam sim no feem ntau ua haujlwm hauv" kom muaj nuj nqis them" hom kev ua haujlwm. Cov nqi lag luam tam sim no yog polarized. Qee lub tuam txhab tau lees paub los ntawm cov neeg siv khoom qis vim lawv cov khoom zoo, thiab lawv cov nqi yog nyob rau theem siab hauv kev lag luam; thaum cov tuam txhab muab khoom seem muaj kev sib tw hnyav thiab tuaj yeem txo nqi rau kev xa khoom. Tus nqi ntawm SMM lithium hlau phosphate (hom fais fab) lub lim tiam no yog 42.5-45,500 yuan / ton, tus nqi nruab nrab yog tib yam li lub lim tiam dhau los.
Lithium manganate: Tus nqi ntawm lithium manganate tseem nyob rau lub lim tiam no. Raws li nws nkag mus rau nruab nrab Lub Kaum Ib Hlis, kev lag luam qis ntawm lithium manganate tau maj mam nkag mus rau lub caij nyoog tawm. Vim tias qhov xwm txheej ruaj khov ntawm cov khoom lag luam lithium manganate cov khoom lag luam thiab cov kev sib raug zoo nrog cov neeg siv khoom qis, cov nqi hloov pauv feem ntau cuam tshuam los ntawm kev hloov pauv ntawm cov khoom siv raw. Lub lim tiam no, tus nqi ntawm SMM lithium manganate (hom muaj peev xwm) yog 26,000-32 lab yuan / ton, thiab tus nqi nruab nrab tseem tsis hloov pauv ntawm lub lim tiam dhau los. Lub lim tiam no, tus nqi ntawm SMM lithium manganate (hom fais fab) yog 43,000-45 txhiab yuan / ton, thiab tus nqi nruab nrab tseem tsis hloov pauv ntawm lub lim tiam dhau los.
Kev kwv yees kev ua lag luam: Cov neeg koom nrog kev ua lag luam feem ntau xav tsis thoob txog qhov kev xav ntawm kev ua lag luam, thiab cov lus hais tawm mus txuas ntxiv. Nws cia siab tias tus nqi cobalt tseem yuav muaj kev poob qis hauv lub sijhawm luv luv. Nrog rau qhov tsis muaj zog thov rau cov tsheb tshiab lub zog qis thiab txo qis hauv lub zog ternary lithium roj teeb ntau lawm, qhov kev thov rau lithium ntsev tau tsis muaj zog. Lub siab ntawm kev sib tw ntawm domestic thiab txawv teb chaws smelters tau intensified, thiab kev ua lag luam outlook tseem nyob rau hauv downward siab rau cov nqi.
