Lub Rush Mus Rau Kuv Puas Tseem Muaj Ntxiv? Qhov cuam tshuam loj npaum li cas ntawm Lithium Nqe Chaw Muag Khoom?

Raws li 2024 rub mus rau qhov ze, kev thov thoob ntiaj teb rau cov roj teeb lithium thiab lwm yam khoom siv xws liautomotive roj teeb aluminium rooj plaubtxuas ntxiv mus, tab sis cov nqi lithium tseem tsis muaj zog thiab ruaj khov. Thoob ntiaj teb, Australian mines tau ua tiav cov ntaub ntawv tshaj tawm txog kev ncua thiab txo qis ntawm kev tsim khoom, nthuav tawm "tus nqi txhawb nqa" stance; domestically, tus nqi auction ntawm lithium mines tseem yog "vwm", thiab tus nqi pauv ntawm txoj cai tsuas yog ze li ntawm 9,000 npaug siab dua tus nqi pib. Yuav ua li cas tag nrho cov cim no cuam tshuam rau tus nqi sib txawv ntawm lithium carbonate ua lag luam? Thaum twg qhov kev hloov pauv ntawm lithium mining kev lag luam tuaj?

Cov nqi qis thiab ntau lawm feem ntau txo
Raws li cov ntaub ntawv ntawm Lithium ceg ntawm Tuam Tshoj Nonferrous Hlau Kev Lag Luam Association, thaum Lub Kaum Hli, kev lag luam lithium tau cuam tshuam los ntawm tus nqi, thiab cov tuam txhab txuas ntxiv cov qauv ntawm cov khoom txo qis, thiab qee lub lag luam maj mam rov pib tsim khoom. Cov nqi lithium tau hloov pauv mus rau qis dua, nce mus txog 70,{1}} yuan/ton, thiab feem ntau cov tuam txhab txo lawv cov khoom tsim tawm.Lithium roj teeb aluminium case,ib lub lithium roj teeb accessory ntawm qee lub tuam txhab, kuj txo qis ntau lawm.

Lithium khoom nqi

Thaum Lub Kaum Hli, cov nqi lithium carbonate hauv tsev tau hloov pauv mus rau hauv qab, thiab qhov chaw tus nqi sib txawv ntawm lithium carbonate yav tom ntej thaum kawg ntawm lub hli yog qhov pib zoo ib yam li lub hli dhau los. Thaum Lub Kaum Hli 31, tus nqi roj teeb-qib lithium carbonate yog 72,500 yuan/ton, nqis 4.0% ntawm lub hli dhau los thiab 53.8% ntawm tib lub sijhawm xyoo tas los. Tus nqi kaw ntawm daim ntawv cog lus tseem ceeb ntawm lithium carbonate hauv Guangzhou Futures Exchange yog 73, 000 yuan / ton, nqis 7.1% ntawm lub hli dhau los thiab 48.9% ntawm tib lub sijhawm xyoo tas los. Lub hli-rau-hli poob qis dua li lub hli-rau-hli poob ntawm lithium carbonate chaw. Tus nqi sib txawv thaum kawg ntawm lub hli yog 2,450 yuan / ton.

Muab sab

Thaum Lub Kaum Hli, kev lag luam lithium tau cuam tshuam los ntawm tus nqi, thiab qee lub tuam txhab txuas ntxiv txo kev tsim khoom, thaum qee lub tuam txhab maj mam rov pib tsim khoom. Lub Kaum Hli Ntuj, kuv lub teb chaws lithium ntsev ntau lawm rebounded me ntsis los ntawm lub hli dhau los. Lub teb chaws lithium carbonate ntau lawm yog kwv yees li 56,{1}} tons, nce 10.6% ntawm lub hli dhau los; lub teb chaws lithium hydroxide ntau lawm yog kwv yees li 30,{5}} tons, nqis 19.6% ntawm lub hli dhau los; lub teb chaws lithium chloride ntau lawm yog hais txog 1,737 tons, tiaj tus los ntawm lub hli dhau los; lub teb chaws hlau lithium ntau lawm yog kwv yees li 317 tons, nce 13.2% ntawm lub hli dhau los. Thaum Lub Kaum Hli, lub teb chaws lithium ntsev ntau lawm sib npaug li ntawm 86, 000 tons ntawm lithium carbonate sib npaug (LCE), txo qis ntawm 1.0% lub hli-rau-hli. Txawm li cas los xij, peb lub tuam txhab tseem hais kom muab cov neeg siv khoom nroglithium roj teeb aluminium casentawm tus nqi zoo heev.

Xav tau sab

Kev tsim thiab muag cov roj teeb thiab cov tsheb tshiab lub zog tswj kev loj hlob sai, thiab kev tsim khoom thiab kev teeb tsa cov roj teeb hluav taws xob txuas ntxiv nce ntxiv. Nyob rau lub Kaum Hli, kev muag khoom ntawm lub zog tshiab tsheb yog 1.43 lab, nce 11.1% lub hli-rau-hli thiab 49.6% xyoo-rau-xyoo; kev teeb tsa cov roj teeb hluav taws xob yog 59.2GWh, nce ntawm 8.6% lub hli-rau-hli thiab 51.0% xyoo-rau-xyoo. Lithium roj teeb thiabaluminium roj teeb roojyog cov khoom tseem ceeb ntawm cov tsheb tshiab zog.

Lithium khoom ntshuam thiab export

Thaum Lub Kaum Hli, kuv lub teb chaws cov khoom lag luam ntawm lithium concentrate tau nce lub hli dhau los, thiab kev xa tawm ntawm lithium carbonate tau nce ntau lub hli. Ntawm lawv, kev ntshuam ntawm lithium concentrate los ntawm Australia tau nce lub hli dhau los, thiab kev xa tawm ntawm lithium carbonate los ntawm Chile txuas ntxiv nce ntxiv. Thaum Lub Kaum Hli, kuv lub teb chaws tau xa tawm 23, 000 tons ntawm lithium carbonate, nce 42.6% lub hli-rau-hli, thiab tus nqi nruab nrab yog 69,{13}} yuan / ton, txo ntawm 2.4 % hli-rau-hli. Ntawm lawv, kwv yees li 18,{19}} tons ntawm lithium carbonate tau raug xa los ntawm Chile, suav txog li 77%, nce ntxiv ntawm 28.2% lub hli dhau los. Raws li Chilean cov ntaub ntawv kev lis kev cai, kuv lub teb chaws lithium carbonate imports los ntawm Chile yuav tsum tau nce ntxiv rau lub Kaum Ib Hlis.

Xaus
Tam sim no, tus nqi ntawm lithium tseem tsis muaj zog thiab ruaj khov. Raws li SMM cov ntaub ntawv, thaum Lub Kaum Ob Hlis 3, tus nqi roj teeb-qib lithium carbonate yog 77,250-79,250 yuan / ton, nqis 1,500 yuan / tuj los ntawm hnub ua lag luam dhau los.

Raws li qhov tseeb txheeb cais, qhov chaw cov khoom muag ntawm lithium carbonate yog 108,200 tons, ntawm cov khoom muag smelter yog 34,500 tons, cov khoom muag hauv qab yog 29,700 tons, thiab lwm cov khoom muag yog 44,000 tons. Cov khoom lag luam sib raug zoo ntawm lithium carbonate tseem poob qis, tab sis qhov kev siv ntawm destocking tau txuas ntxiv mus qeeb, thiab cov khoom lag luam loj loj tseem nyuaj rau destock. Saib ua ntej mus rau kev ua lag luam, kev muag khoom ntawm lub zog tshiab tsheb thaum kawg ntawm lub xyoo yuav ua rau muaj kev xav tau ntau ntxiv rau cov roj teeb hluav taws xob, uas yuav muaj txiaj ntsig zoo rau kev nce nqi ntawm lithium carbonate.

Peb yog cov chaw tsim khoom siv hluav taws xob tshiab nyob hauv Xiamen, Suav. Peb muaj peb lub Hoobkas los muab koj cov khoom zoo heevLithium roj teeb aluminium Case. Nyob rau tib lub sijhawm, peb kuj muab cov kev pabcuam kev sab laj txog kev sib tham. Yog tias koj txaus siab rau peb cov khoom, thov koj xav tiv tauj peb.