Mu 2022 ishize, isoko ry’ibicuruzwa bikomoka mu mahanga byagaragaje ko byagabanutse muri rusange.Imibare yaturutse mu ma clubs y’ubucuruzi, 64% by’ibicuruzwa 106 by’ibanze by’imiti byakurikiranwe mu 2022, 64% by’ibicuruzwa byagabanutse, 36% by’ibicuruzwa byazamutse.Isoko ryibicuruzwa bivura imiti ryerekanye ibyiciro bishya byingufu, kugabanuka kwibicuruzwa gakondo, guhagarika ibikoresho fatizo fatizo.Murukurikirane rwa "Isubiramo ryisoko rya chimique 2022" ryatangijwe muriki gitabo, rizatoranywa ibicuruzwa bizamuka kandi bigabanuka kugirango bisesengurwe.
2022 ntagushidikanya nigihe kinini mumasoko yumunyu wa lithium.Litiyumu hydroxide, karubone ya lithium, fosifate ya lithium fer, na fosifate yatwaye imyanya 4 ya mbere ku rutonde rw’ibicuruzwa by’imiti byiyongera.By'umwihariko, isoko ya lithium hydroxide, injyana nyamukuru yizamuka rikomeye kandi rirerire kuruhande rwumwaka, amaherezo yaje ku mwanya wa mbere kurutonde rwiyongera 155.38%.
Ibice bibiri byo gukurura gukomeye kuzamuka no guhanga udushya
Inzira yisoko ya lithium hydroxide muri 2022 irashobora kugabanywamo ibice bitatu.Mu ntangiriro za 2022, isoko ya hydroxide ya lithium yafunguye isoko ku kigereranyo cy’amafaranga 216.700 (igiciro cya toni, kimwe hepfo).Nyuma yo kuzamuka gukomeye mu gihembwe cya mbere, yagumanye urwego rwo hejuru mu gihembwe cya kabiri n'icya gatatu.Impuzandengo yikigereranyo cyamafaranga 10,000 yararangiye, umwaka wiyongera 155.38%
Mu gihembwe cya mbere cya 2022, buri gihembwe kwiyongera ku isoko rya hydroxide ya lithium byageze kuri 110.77%, muri byo muri Gashyantare byiyongera kugeza ku mwaka munini, bigera kuri 52.73%.Dukurikije imibare yaturutse mu ma clubs y’ubucuruzi, kuri iki cyiciro, ishyigikiwe n’amabuye yo hejuru, kandi igiciro cya lithium lithium carbone cyakomeje gushyigikira hydroxide ya lithium.Muri icyo gihe, kubera ibikoresho bibisi, igipimo rusange cya hydroxide ya lithium cyaragabanutse kugera kuri 60%, kandi ubuso bwatanzwe bwari buke.Isabwa rya hydroxide ya lithium mu nsi yo hejuru -Nikel ya ternary ikora inganda ziyongereye, kandi kudahuza itangwa n’ibisabwa byatumye izamuka rikabije ry’ibiciro bya hydroxide ya lithium.
Mu gihembwe cya kabiri n'icya gatatu cyo mu 2022, isoko ya hydroxide ya lithium yerekanaga ibintu bihindagurika cyane, kandi igiciro cyo hagati cyazamutseho gato 0,63% muri iki cyiciro.Kuva muri Mata kugeza Gicurasi 2022, karubone ya lithium yacitse intege.Bumwe mu bushobozi bushya bwa bamwe mu bakora hydroxide ya lithium yasohotse, isoko ryiyongera muri rusange, icyifuzo cyo kugura amasoko yimbere mu gihugu cyaragabanutse, kandi isoko rya hydroxide ya lithium ryagaragaye cyane.Guhera muri Kamena 2022, igiciro cya karubone ya lithium yazamutseho gato kugira ngo ishyigikire isoko rya hydroxide ya lithium, mu gihe ishyaka ry’iperereza ryamanutse ryazamutseho gato.Yageze kuri 481.700.
Kwinjira mu gihembwe cya kane cya 2022, isoko ya lithium hydroxide yongeye kuzamuka, buri gihembwe yiyongera 14.88%.Mugihe cyikirere cyiza, umusaruro nogurisha ibinyabiziga bishya byingufu muri terminal byiyongereye cyane, kandi isoko biragoye kubibona.Politiki nshya y’ingoboka y’ingufu iregereje mu mpera z’imperuka, kandi amasosiyete amwe amwe azitegura mbere yo gutwara isoko rya hydroxide ya lithium kugira ngo hakenerwa ingufu za bateri.Muri icyo gihe, yibasiwe n’icyorezo cy’imbere mu gihugu, isoko ry’isoko rirakomeye, kandi isoko ya hydroxide ya lithium izongera kwiyongera.Nyuma y'Ugushyingo 2022, igiciro cya karubone ya lithium cyaragabanutse, kandi isoko ya hydroxide ya lithium yagabanutseho gato, maze igiciro cya nyuma gifunga amafaranga 553.300.
Itangwa ryibikoresho byo hejuru byibanze ni isoko ryinshi
Urebye inyuma ya 2022, ntabwo isoko ya hydroxide ya lithium yazamutse gusa nk'umukororombya, ahubwo nibindi bicuruzwa byumunyu wa lithium byakozwe neza.Litiyumu karubone yazamutseho 89.47%, fosifate ya lithium yiyongereye buri mwaka yiyongera kuri 58.1%, naho kwiyongera kwa buri mwaka ubutare bwa fosifore yo mu bwoko bwa fosifori yo mu bwoko bwa lisiyumu na fosifate nayo yageze kuri 53,94%.Inganda Inganda zizera ko impamvu nyamukuru ituma umunyu wa lithiyumu wiyongera cyane mu 2022 ari uko igiciro cy’umutungo wa lithium gikomeje kwiyongera, ibyo bikaba byaratumye ubwiyongere bukomeza kubura ibura ry’umunyu wa lithium, bityo bigatuma igiciro cy’umunyu wa lithium.
Nk’uko byatangajwe n’abakozi bashya bashinzwe kwamamaza ingufu za batiri muri Liaoning, hydroxide ya lithium igabanyijemo ahanini inzira ebyiri zo gukora hydroxide ya lithium n’ikiyaga cyumunyu gitegura hydroxide ya lithium n’ikiyaga cyumunyu.Litiyumu hydroxide nyuma yinganda -kuzamura karubone ya lithium.Mu 2022, ibigo bikoresha hydroxide ya lithium ikoresha pylori byakoreshwaga mu bucukuzi bw'amabuye y'agaciro.Ku ruhande rumwe, lithium hydroxide itanga umusaruro igarukira kubura ibikoresho bya lithium.Ku rundi ruhande, kuri ubu hari urutonde rwa hydroxide ya lithium nkeya yemejwe na robine mpuzamahanga ya batiri, bityo itangwa rya hydroxide ya lithium yo hejuru cyane.
Umusesenguzi wa Ping An Securities Chen Xiao yerekanye muri raporo y’ubushakashatsi ko ikibazo cy’ibikoresho fatizo ari ikintu gikomeye gihungabanya umutekano w’inganda za litiro.Ku nzira yo guterura ikiyaga cyumunyu brine lithium, kubera ubukonje bwikirere, guhumeka ibiyaga byumunyu biragabanuka, kandi itangwa rikabura isoko, cyane cyane mugihembwe cya mbere nicya kane.Bitewe numutungo muke wa lithium fer fosifate, kubera umutungo wumutungo muke, itangwa ryibibanza ntiryari rihagije kandi ryateje imbere urwego rwo hejuru rwibikorwa, kandi kwiyongera kwumwaka kugera kuri 53,94%.
Ingufu nshya zisabwa ingufu ziyongereye
Nkibikoresho byingenzi kuri bateri--nikel ternary ya litiro -ion, ubwiyongere bukabije bwibikenerwa ninganda nshya z’ibinyabiziga bitanga ingufu byatanze isoko kuruta izamuka ry’ibiciro bya hydroxide ya lithium.
Ping An Securities yerekanye ko isoko rishya ry’ingufu zikomeza ingufu mu 2022, kandi imikorere yaryo yari ikiri nziza.Umusaruro winganda za batiri zimanuka muri hydroxide ya lithium irakora, kandi icyifuzo cya bateri nini ya nikel ternary na litiro ya fer ikomeje kwiyongera.Dukurikije imibare iheruka gutangwa n’ishyirahamwe ry’imodoka mu Bushinwa, kuva muri Mutarama kugeza mu Gushyingo 2022, umusaruro n’igurisha ry’imodoka nshya z’ingufu zari miliyoni 6.253 na miliyoni 60.67, ugereranyije, umwaka ugereranije n’umwaka -yumwaka, naho umugabane w’isoko ukagera kuri 25% .
Mu rwego rwo kubura amikoro no gukenerwa cyane, igiciro cyumunyu wa lithium nka hydroxide ya lithium cyazamutse, kandi uruganda rukora amashanyarazi rwa lithium rwaguye mu "guhangayika".Byombi bitanga ibikoresho byamashanyarazi, ababikora nabakora ibinyabiziga bishya byingufu barongera ingufu zo kugura umunyu wa lithium.Mu 2022, abakora ibikoresho byinshi bya batiri basinyanye amasezerano yo gutanga na lithium hydroxide itanga.Isosiyete ifitwe na Avchem Group yasinyanye amasezerano yo gutanga amashanyarazi ya lithium hydroxide hamwe na Axix.Yasinyanye kandi amasezerano na Tianyi Lithium ya Tianhua Super Clean na Sichuan Tianhua ku bicuruzwa bya hydroxide yo mu rwego rwa batiri.
Usibye amasosiyete ya batiri, amasosiyete yimodoka nayo arahatanira cyane gutanga lithium hydroxide.Mu 2022, haravugwa ko Mercedes-Benz, BMW, General Motors hamwe n’andi masosiyete y’imodoka basinyanye amasezerano yo gutanga amashanyarazi ya litiro hydroxide yo mu rwego rwa batiri, kandi Tesla yavuze kandi ko izubaka uruganda rukora imiti ya lithium hydroxide yo mu rwego rwa batiri, rukinjira mu murima wa umusaruro wa lithium.
Muri rusange, iterambere ry’iterambere ry’inganda nshya z’imodoka zazanye isoko ryinshi rya hydroxide ya lithium, kandi ibura ry’umutungo wa lithium wo hejuru watumye ubushobozi buke bwa hydroxide ya lithium, bituma igiciro cyayo ku isoko kigera ku rwego rwo hejuru.
Igihe cyo kohereza: Gashyantare-02-2023