"Pali lithiamu yopita kulikonse, palibe lithiamu inchi yovuta kuyenda".
Izi zodziwika zimayambira, ngakhale mokokomeza pang'ono, koma mawu okhudza kuchuluka kwa kutchuka kwa makampani a lithiamu.
Kodi logic ya kugunda kwakukulu ndi chiyani?
M'mwezi wa Okutobala, kulosera kwapatatu kotala mu nthawi yotulutsa kwambiri, ndalama zamitundu yonse ndikutsegula mayendedwe osinthira.
Pofika pa Okutobala 21, Shanghai ndi Shenzhen ali ndi makampani opitilira 360 omwe adawulula, kuchuluka kwa magwiridwe antchito opitilira 90%.Kuchokera pakugawa kwamakampani, photovoltaic, zida za batri ya lithiamu ndi nyimbo zina zodziwika bwino ndizosangalatsa, mabizinesi ena otsogola amawonekera kwambiri.
Mwachitsanzo, Ningde Times ikuyembekezeka kubwezera phindu la yuan biliyoni 16.5 mpaka 18 biliyoni m'magawo atatu oyamba, kuwonjezeka kwa 112.87% mpaka 132.22% munthawi yomweyi chaka chatha, kupitilira zaka zonse za chaka chatha. 15.93 biliyoni yuan).
Phindu lachitatu lochokera kwa amayi likuyembekezeka kukhala pakati pa 8.8 biliyoni ndi 9.8 biliyoni, zomwe zikukula chaka ndi chaka ndi 169.33% -199.94%.Kuposa kuchuluka kwa magawo awiri oyambirira a chaka chino (8.16 biliyoni ya yuan), phindu la tsiku ndi tsiku la yuan pafupifupi 100 miliyoni.
Kuphatikiza pa Ning Wang, Yiwei lifiyamu mphamvu tsiku lomwelo komanso kuchokera ku uthenga wabwino: gawo loyamba lachitatu la phindu likuyembekezeka kufika 2.437 biliyoni ya yuan - 2.659 biliyoni ya yuan, kuwonjezeka kwa 10% -20%, phindu lachitatu lachitatu. ya 1.082 biliyoni ya yuan - 1.298 biliyoni ya yuan, kuwonjezeka kwa 50% -80% Chuma chachitatu cha yuan 1.082-1.298 biliyoni, kuwonjezeka kwa 50-80 peresenti.
October 14, lifiyamu kutsogolera Ganfeng lifiyamu makampani anamasulidwa Mapa ntchito: phindu ukonde akuyembekezeka 14.3 biliyoni yuan - biliyoni 15,3 biliyoni, chaka ndi chaka kuwonjezeka 478,29% - 518,73%.Mwa iwo, gawo lachitatu la phindu likuyembekezeka kukwera nthawi zopitilira 5.67.
Makampani ena otsogola a lifiyamu, komanso ntchito ya "zophulika": gawo limodzi mwa magawo atatu a phindu lonse likuyembekezeka 15.2 biliyoni ya yuan - 16,9 biliyoni ya yuan, kuwonjezeka kwa 2768.96% - 3089.83%, kotala lachitatu phindu likuyembekezeka 5. biliyoni yuan -6.5 biliyoni yuan, kuwonjezeka kwa 1026.10% -1363,92%.
Odzaza ndi maso ofiira komanso maphwando apagulu, ziyenera kunenedwa kuti 2022 ndi chaka chachikulu pamakampani a batri a lithiamu.
Ndipotu, msika wachiwiri wakhala ukuwonetseratu.11 October, masheya a lithiamu adakwera mwachangu.Pakutha kwa tsikulo, index ya batri ya lithiamu idakwera kuposa 2 peresenti.Pakati pawo, mphamvu ya lifiyamu biliyoni idakwera 6.16%, Ningde Times idakwera 5.97%, mtengo wamsika ubwerera ku trilioni yuan.
Chifukwa chiyani akuwuluka?
Pakukula kwa magwiridwe antchito, Ningde Times idati ndikukula kwachangu kwamakampani opanga magetsi kunyumba ndi kunja, msika wamabatire amagetsi ndi kusungirako mphamvu ukupitilira kukula.Kampaniyo ikupitilizabe kuyambitsa mayankho otsogola ndikulimbitsa zoyesayesa zakukula kwa msika, komanso kutulutsa mphamvu zopanga zoyambira, kupanga ndi kuchuluka kwa malonda kukuchulukirachulukira.
EVERLIGHT inanena kuti, kumbali ina, motsutsana ndi kukwera kwakukulu kwa mitengo yamtengo wapatali yamtengo wapatali, idasintha panthawi yake ndondomeko yamtengo wapatali, ndipo phindu la mzere uliwonse wa mankhwala linakonzedwa bwino;chachiwiri, bizinesi yayikulu ya bizinesi ya batri ikukula bwino, ndipo fakitale yatsopano ndi mzere watsopano wopanga zimalowa mugawo lopanga misa, kuchuluka kwa kampaniyo kukukula mwachangu.
Zowonadi, kupindula ndi kukwera kwakukulu kwa msika, makina atsopano opangira magalimoto amagetsi amabweretsa mwayi wosowa.
Malinga ndi China Association of Automobile Manufacturers, mu 2014, China latsopano mphamvu galimoto malonda anali mayunitsi 75,000 okha;mu 2021, oposa 3.5 miliyoni mayunitsi.Chaka chino, China Association of Automobile Manufacturers (CAAM) yakweza zonena zake zogulitsa magalimoto 6 miliyoni, ndipo yati ikhoza kukulitsa pambuyo pake.Pofika Seputembala chaka chino, chiwopsezo chatsopano cha magalimoto aku China chafika pa 31.8%, kukwera ndi 11 peresenti kuyambira Seputembara 2021.
Panthawi imodzimodziyo, kulowetsedwa kwa misika yakunja kukuwonjezekanso mofulumira.Deta ya Forodha ikuwonetsa kuti mu Ogasiti chaka chino, magalimoto aku China omwe amatumizidwa kunja kwa magalimoto atsopano amphamvu adafika mayunitsi 83,000 mpaka 82,3% pachaka, zomwe zimawerengera 27% ya magalimoto onse omwe adatumizidwa nthawi yomweyo, mbiri yakale.
Pofika mu Ogasiti 2022, kugulitsa magalimoto atsopano aku China kwakhala pafupifupi 70 peresenti yapadziko lonse lapansi, kukhala mphamvu yamphamvu yomwe sitingathe kunyalanyazidwa.Posachedwapa magalimoto asanu apamwamba kwambiri padziko lonse lapansi akuwonetsa Paris Motor Show, BYD Han, mtundu wa Wei Coffee 01, Ola Funky Cat ndi zinthu zina zatsopano zomwe zidayambika, zidayambitsa mphepo yatsopano yaku China.
Sitikukayika kuti China ili kale gwero lofunika kwambiri lamphepo lotsogolera makampani opanga magalimoto amphamvu padziko lonse lapansi.
Kukwera pakufunika kophulika, mitengo yamchere ya lithiamu, zida zazikulu zamabatire amagetsi, zapitilira kukwera kuyambira 2021.
October 14, 2022, zoweta batire kalasi lifiyamu carbonate mtengo anafika 526,000 yuan / tani, kugunda mbiri mkulu, poyerekeza ndi 278,000 yuan / tani kumayambiriro kwa chaka chinawonjezeka ndi pafupifupi 90 peresenti.Poyerekeza ndi Okutobala 14, 2020, 4.1 miliyoni yuan / tani, kukwera kwambiri pafupifupi nthawi 12.
Up openga osati lithiamu carbonate, October 14, 2020 zoweta lithium hydroxide 4.9 miliyoni yuan / ton, October 14, 2022 wafika 51.75 miliyoni yuan / tani.
Malinga ndi deta yotulutsidwa ndi Shanghai Zitsulo Association, pa October 18, batire kalasi lifiyamu carbonate ananyamuka 2,000 yuan / tani, pafupifupi mtengo wa 53.75 miliyoni yuan / tani, mafakitale kalasi lifiyamu carbonate ananyamuka 2,500 yuan / tani, pafupifupi mtengo wa 52.3 miliyoni yuan / tani, onse adakwera kwambiri.
Mitundu yonse ya zinthu kuwonjezera mmwamba, ndi lifiyamu makampani situ kuwuluka pamodzi, akatswiri a phwando kampani, ndipo ngakhale makampani akuluakulu amati: lonse latsopano mphamvu galimoto makampani, ntchito kwa lifiyamu mgodi "ntchito".
Panthawiyi, makampani opanga ma lithiamu nawonso akhala mitundu yapamwamba kwambiri yazachilengedwe.
Mtsogoleri wa Zhongtai Capital Wang Dongwei adati, kulimbikitsa mitengo ya lithiamu ore idakwera pali zinthu ziwiri zazifupi komanso zazitali.
M'kanthawi kochepa, zifukwa zanyengo zidapangitsa kuchepa kwa kupanga kwa Qinghai Salt Lake, komanso kukhudzidwa kwa mliriwu pamayendedwe, zida za lithiamu zimapereka zolimba.Mabizinesi akumunsi kumapeto kwa chaka kuti agwire ntchito, kusungitsa katundu wambiri, kukulitsa kusowa kwazinthu.
Pakapita nthawi, mitengo ya lifiyamu ikukwera chifukwa cha kusagwirizana pakati pa kupezeka ndi kufunidwa, ntchito ya lithiamu gwero imatenga pafupifupi zaka zisanu kuti ikwaniritsidwe, pamene kutsika kwapansi kukukwera mofulumira, ndipo mphamvu ya lifiyamu siichuluka.
Ndizosatsutsika kuti mphamvu zatsopano zikadali njira yagolide yapamwamba pakali pano.
Katswiri wamakampani a Yu Shengmei adati: kaya chiyembekezo chakukula kwamtsogolo, kapena kukwera kwakukulu komweku, kuphatikiza kukula kwamakampani, sikufananizidwa ndi njira ina iliyonse.Koma izi sizikutanthauza kuti msika wamagetsi watsopano suli wozungulira, makampaniwo sakhala odzaza.
Kukwera kwa magalimoto atsopano akuyandikira 30%, mafakitale akuluakulu a batri, zomera zokhalamo ndipo akhala akukulitsa kwambiri kupanga.Msika wamsika wamagalimoto ukatsika, mphamvu yopangira batire imakhazikika, kuchulukira komwe kungatheke kapena kulola msika kuti usinthe nkhope, ndikugwa pansi nthenga ya nkhuku.
Mnzake wa Keystone Capital a Yang Shengjun adati, mphamvu zatsopano mzaka zingapo zikubwerazi zikadali nthawi yokwera, koyambirira kwa 2025 zitha kuyambitsa bizinesiyo.Ngakhale kuti zingakhale zovuta kupitirizabe kusunga kukula kowirikiza kawiri kwa zaka ziwiri zapitazi, idakali pa siteji yomwe ikukula mofulumira.
Lonzhong zambiri lifiyamu chitsulo mankwala makampani katswiri Wang Juan anati: kamangidwe panopa mabizinezi zosiyanasiyana lifiyamu chitsulo mankwala alanda nthawi kulanda msika, koma pazifukwa zosiyanasiyana, ambiri a ntchito yomanga chipangizo akuchedwa zinthu, panopa, yochepa osakhalitsa owonjezera mphamvu sizidzawoneka, koma ndi mosalekeza amasulidwe mphamvu zatsopano kupanga, chikuyembekezeka pambuyo pa zaka ziwiri zotsatira, lifiyamu chitsulo mankwala angakumane owonjezera mphamvu zinthu.
Mwachidule, ndiye kuti njanji yamoto imakhalanso ndi denga lolingalira, kufunikira kokhala wochenjera kwambiri, wankhanza kwambiri komanso waukali, kutayika kwa ulemu woopsa.M'mbuyomu, kuchokera ku photovoltaic kupita ku tiyi ya mkaka, njirayo imakhala yotentha kwambiri kuchokera ku zomwe sizili bwino.
Makampani a lithiamu akadali ndi nthawi yabwino kwambiri, koma sali kutali ndi nthawi yokonzanso yozizira.Othandizira sangalekerere kuledzera kwambiri, osanenapo mwayi wogona kuti apambane, chinthu chokhacho ndikuchita ntchito yabwino yamkati, ukadaulo wopanga ntchito, zoyambira zolimba zamafakitale, mphamvu zolimbana ndi chiopsezo chokwanira, ndizotheka kupitiriza. kukula mosalekeza, lotsatira reshuffle m'nyengo yozizira.
Zinthu zikakhala bwino, m'pamenenso tiyenera kuyenda pa ayezi wopyapyala, m'pamenenso ma alarm akulira kwambiri.A bang, ndikudabwa angati olota angadzuke?
Nthawi yotumiza: Oct-25-2022