Babban kwangila donlithiummakomar carbonate, wanda aka fi sani da "farin man fetur," ya faɗi ƙasa da yuan 100,000 a kowace ton, wanda ya kai sabon ƙarancin tun lokacin da aka jera shi.A ranar 4 ga Disamba, duk kwangilolin lithium carbonate na gaba sun ƙare, tare da babban kwangilar LC2401 ya ragu da kashi 6.95% don rufewa a kan yuan 96,350 a kowace ton, yana ci gaba da kafa sabbin ƙima tun lokacin da aka jera shi.
Lithium carbonate, a matsayin daya daga cikin manyan gishirin lithium, yana aiki a matsayin muhimmin albarkatun ƙasa don batir lithium, da farko ana amfani da su a cikin batura masu ƙarfi, ajiyar makamashi, da sashin 3C, saboda haka moniker “farin mai.”
Kasuwar gaba ta ga wani hawa mai ban mamaki a watan Nuwamban da ya gabata lokacin da batirin lithium carbonate ya karu zuwa kusan yuan 600,000 kan kowace tan.A cikin shekara guda, ya ragu zuwa yuan 120,000 a kowace tan, wanda ke nuna raguwar kashi 80 cikin dari.Ya zuwa ranar 4 ga Disamba, babban kwangilar LC2401 na makomar lithium carbonate ya ragu zuwa kasa da yuan 100,000 kan kowace tan, wanda ya kai sabon matsayi tun farkonsa.
Shin lithium carbonate ya buga dutsen ƙasa dangane da farashi?
Wasu cibiyoyi sun ba da shawarar cewa a shekara mai zuwa wadata da buƙatun lithium carbonate na duniya zai iya wuce kusan tan 200,000, wanda zai iya haifar da faɗuwar makomar lithium carbonate a ƙasa da darajar yuan 100,000, watakila ma ya kai yuan 80,000 kan kowace ton kafin a nuna alamun farfadowa.
Dangane da bincike daga Zhengxin Futures, ana sa ran a shekara mai zuwa za a sami gagarumin bunkasuwa a aikin hakar ma'adinan lithium da tabkin gishiri, tare da ayyukan lithium da yawa, ciki har da na Argentina da Zimbabwe, wanda zai ba da gudummawa mai yawa ga kasuwa.Riba mai ƙarfi daga ma'adinai da tafkunan gishiri, musamman waɗanda ke da ƙarancin farashi, suna ba da ƙwaƙƙwaran haɓakawa.Haɓaka saurin haɓaka wadatar albarkatun lithium na iya haifar da cikar wadatar lithium carbonate a cikin shekaru masu zuwa, yana yin matsin lamba akan farashinsa.
A lokaci guda, buƙatar ɗan gajeren lokaci yana da alama mara kyau.Matsayi na tsakiyasamar da batirin lithiumya shiga jinkirin yanayi, tare damasu kera batirrike in mun gwada da high inventories.Shaidar Nuwamba da Disamba sun shawo kan samarwa tsakanin manyan masana'antun baturi da cathode.Ma'ajiyar makamashi, kuma, yana fuskantar ƙarancin yanayi, yana shaida gasa mai tsanani tsakanin masu kera batir a ƙasa.Duban matsakaita zuwa dogon lokaci, tare da yawan shigar sabbin masana'antar motocin makamashi sama da kashi 30%, haɓakar haɓakar buƙatun lithium carbonate da alama yana raguwa.Tare da yawan tallace-tallace na sabbin motocin makamashi a wannan shekara, kiyaye adadin haɓaka iri ɗaya na shekara mai zuwa yana gabatar da ƙalubale masu yawa.
A cikin gagarumin faɗuwar farashin carbonate na lithium, farashin batir ɗin wuta yana shirin raguwa sosai, yana haifar da ɗaki mai girma don rage farashin sabbin motocin makamashi.
Yawancin masana'antun batir a hankali suna motsawa zuwa bincike da haɓaka samfuran fakitin baturi masu inganci yayin haɓaka ingancin samfur.Yawancin manyan masana'antun batir irin su BYD, EVE, SUMWODA, da sauransu, suna amfani da Kayan walda Batir na Styler.Jin kyauta don ziyarci gidan yanar gizon mu don ƙarin koyo game da bayanin waldawar fakitin baturi.
Lokacin aikawa: Dec-08-2023
