Thaum lub Kaum Ib Hlis 2023, Tuam Tshoj txoj kev tsim cov lithium hlau phosphate tau poob sai sai, nqis 10% txij lub Kaum Hli, sib npaug rau qhov txo qis ntawm 6GWh ntawm cov roj teeb hlwb: lub zog tsis muaj zog cia kawg uas tau tsav los ntawm lub hwj chim kawg tsis pom cov cim ntawm kev txhim kho, thiab "lub hwj chim. tsis txav mus thiab lub zog cia tsis tau khaws cia."Qhov kev thov qis qis qis dua li qhov xav tau, nrog kev txo qis hauv nruab nrab lub hlis yuav khoom, uas tau ua rau muaj kev txaus siab ntawm cov tuam txhab lithium hlau phosphate;Cov khoom lag luam nrawm nrawm thiab hloov kho dua tshiab, ntau zaus ntawm cov kab ntau lawm rectification, thiab txo cov khoom tawm los.
Nyob rau hauv cov nqe lus ntawm cov zis
Thaum lub Kaum Ib Hlis 2023, Tuam Tshoj txoj kev tsim cov lithium hlau phosphate yog 114000 tons, qhov txo qis ntawm 10% lub hli nyob rau lub hli thiab 5% xyoo-rau-xyoo, nrog rau xyoo tas los nce ntawm 34%.
Daim duab 1: Kev tsim cov lithium hlau phosphate hauv Suav teb
Daim duab 1: Kev tsim cov lithium hlau phosphate hauv Suav teb
Hauv Q4 2023, tus nqi ntawm lithium carbonate, cov khoom siv tseem ceeb, yuav poob qis.Cov tuam txhab roj teeb hauv qab no feem ntau yuav tsom mus rau destocking, txo cov khoom lag luam rov qab ntawm cov khoom siv raw thiab cov khoom lag luam, thiab txo qis qhov kev thov rau lithium hlau phosphate.Hais txog tus nqi, qhov txo qis ntawm cov khoom siv tseem ceeb hauv lub Kaum Ib Hlis tau ua rau tus nqi tsim khoom ntawm cov khoom siv hlau lithium.Ntawm cov khoom lag luam, thaum lub Kaum Ib Hlis, cov tuam txhab hlau thiab lithium txuas ntxiv ua ntej kev muag khoom thiab txo cov khoom lag luam tiav, ua rau muaj qhov txo qis ntawm tag nrho cov khoom hauv khw.Ntawm qhov kev thov sab, raws li qhov kawg ntawm lub xyoo dhau los, lub zog thiab lub zog cia roj teeb ntawm tes tuam txhab lag luam feem ntau tsom rau kev tshem tawm cov khoom lag luam tiav thiab tswj xyuas qhov tseem ceeb ntawm kev yuav khoom, ua rau muaj kev thov tsawg rau cov khoom siv lithium hlau phosphate.Txij lub Kaum Ob Hlis 2023 txog Q1 2024, cov xwm txheej ntawm lub caij nyoog poob qis hauv kev ua lag luam tseem muaj zog, thiab kev thov rau lithium hlau phosphate nqaim.Feem ntau cov tuam txhab lithium hlau phosphate tau pib txo qis thiab yuav pom qhov poob qis hauv kev tsim khoom.
Nws cia siab tias kev tsim cov lithium hlau phosphate hauv Suav teb yuav yog 91050 tons hauv lub Kaum Ob Hlis 2023, nrog rau ib hlis ntawm lub hli thiab kev hloov pauv ntawm -20% thiab -10%, feem.Qhov no yog thawj zaug txij li lub Tsib Hlis 2023 tias cov khoom lag luam txhua hli yuav poob qis dua 100000 tuj.
Hais txog lub peev xwm ntau lawm
Raws li qhov kawg ntawm 2023, lub peev xwm tsim tawm hauv tsev ntawm lithium hlau phosphate yog tshaj 4 lab tons.
Lub peev xwm tsim tawm ntawm lithium hlau phosphate yog dominated los ntawm cov khoom kim heev peev los ntawm cov neeg loj heev, nquag hla lub txhab nyiaj siv nrog daim npav swiping, kev sib koom tes los ntawm tsoomfwv, kev lag luam, thiab nyiaj txiag, thiab kev sib tw los ntawm ntau lub cheeb tsam kom ua tiav qhov ceev.Lithium hlau phosphate tej yaam num tau tawg txhua qhov chaw, muaj yeeb yuj, thiab cov txiaj ntsig tsis sib xws.Txawm hais tias muaj qhov xwm txheej tam sim no, tseem muaj cov tuam txhab nrog lub hom phiaj ntawm kev ua kom lub ntiaj teb thiab npaj los nqis peev hauv kev lag luam lithium hlau phosphate.
Daim duab 2: Tuam Tshoj lub peev xwm tsim tau ntawm lithium hlau phosphate hauv 2023 (los ntawm cheeb tsam)
Daim duab 2: Tuam Tshoj lub peev xwm tsim tau ntawm lithium hlau phosphate hauv 2023 (los ntawm cheeb tsam)
Cov tuam txhab loj xws li Hunan Yuneng, Defang Nano, Wanrun Tshiab Zog, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, thiab lwm yam suav nrog ntau tshaj li ib nrab ntawm cov peev txheej tsim khoom, ua ke nrog cov lag luam nplua nuj xws li Guoxuan High tech, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Zog, Terui Roj teeb, thiab lwm yam, nrog rau tag nrho cov peev txheej ntawm 3 lab tons.Nws cia siab tias 60-70% ntawm cov peev txheej tsim tawm yuav raug tso tawm xyoo 2024 kom tau raws li qhov xav tau hauv tsev rau lithium hlau phosphate xyoo ntawd, thaum nws nyuaj rau sab xa tawm kom muaj qhov ntim loj hauv lub sijhawm luv.Hais txog kev muab khoom thiab kev thov, cov tuam txhab ua lag luam feem ntau txuas nrog cov tuam txhab ua lag luam, thiab cov lag luam thib ob - thiab qib thib peb txhua tus qhia lawv cov txuj ci.Kev sib yuav ntawm tsev neeg nplua nuj yuav tsis tas yuav muaj kev zoo siab.
Nyob rau hauv cov nqe lus ntawm kev khiav hauj lwm tus nqi
Kev khiav hauj lwm tus nqi txuas ntxiv poob rau lub Kaum Ib Hlis, tawg 50% thiab nkag mus rau 44%.
Qhov laj thawj tseem ceeb ntawm kev poob qis hauv kev ua haujlwm ntawm lithium hlau phosphate thaum lub Kaum Ib Hlis yog qhov nqaim ntawm kev xav tau ntawm kev lag luam tau ua rau txo qis hauv kev txiav txim ntawm kev lag luam thiab kev poob qis hauv kev tsim khoom;Tsis tas li ntawd, cov peev txheej tsim tawm tshiab yuav raug tso tawm ua ntej xyoo kawg.Thaum muaj kev poob qis hauv kev ua lag luam, ntau lub tuam txhab tau kho lawv cov kab ntau lawm los npaj rau tag nrho cov xwm txheej hauv 2024.
Daim duab 3: Kev tsim khoom thiab kev ua haujlwm ntawm lithium hlau phosphate hauv Suav teb
Daim duab 3: Kev tsim khoom thiab kev ua haujlwm ntawm lithium hlau phosphate hauv Suav teb
Qhov kev cia siab ntawm kev khiav hauj lwm nyob rau lub Kaum Ob Hlis tau poob mus rau qhov tsis tshua muaj keeb kwm, nrog rau kev tso tawm ntawm lub peev xwm ntau lawm thiab ib txhij poob ntawm kev tsim khoom, ua rau muaj kev khiav hauj lwm tsawg dua 30%.
epilogue
Overcapacity tau dhau los ua qhov xaus, thiab kev ruaj ntseg ntawm cov peev txheej tau dhau los ua qhov tseem ceeb tshaj plaws.Lub hom phiaj tseem ceeb rau 2024 yog kev tawm tsam kom muaj sia nyob!
Qhov kev thov qis qis rau lithium hlau phosphate tsis muaj zog, thiab kev cia siab ntawm cov khoom qis qis qis qis los ntawm Q4 2023 txog Q1 2024, uas ua rau muaj kev tsim cov lithium hlau phosphate qis.Lub overcapacity ntawm cov khoom siv raw kawg tau ua rau lub qhov rais xav tau, ua rau cov lag luam lithium hlau phosphate "slim down" thiab nyem los ntawm lub qhov rais los ntawm kev txo nqi: lawv nkag mus rau hauv kev ua lag luam tom qab tawg los ntawm kev thaiv thiab nkag mus rau hauv kev sib ntaus sib tua.Qhov xwm txheej no ua rau neeg nco txog cov yeeb yaj kiab hu ua "Letter of Commitment", thiab nws tsis yooj yim rau lub tuam txhab kom ciaj sia.Txo kev tsim khoom thiab txo tus nqi hauv Q4 2023 yog ib qho kev ntsuas uas tsis tuaj yeem nyob hauv lub sijhawm luv.Tsis ntev los no, ntau lub tuam txhab tau ncua kev tsim khoom thiab kev saib xyuas ntawm ntau cov kab ntau lawm.
Kev lag luam qeeb tsis yog qhov tshwm sim phem tshaj plaws, thiab lub zog thiab lub zog cia kev lag luam tseem muaj kev vam meej.Tab sis tom ntej no, cov tuam txhab yuav tsum tau ceev faj txog cov kev pheej hmoo uas yuav tshwm sim: kev kub ntxhov hauv cov saw nyiaj txiag!Qee lub tuam txhab pom tias nws nyuaj heev los sau cov nyiaj tau txais.Nws tsis yooj yim rau lub tuam txhab npaj zaub mov loj rau xyoo tom ntej vim lawv tsis tau noj txaus rau xyoo no.Yog tias muag ntawm tus nqi qis tuaj yeem nyiam cov neeg siv khoom zoo, nws yog qhov kev xaiv tau;Tab sis yog tias txoj kev lag luam zoo tshaj plaws xws li txo tus nqi thiab txo cov paj laum, thiab cov nqe lus them nyiaj txuas ntxiv raug siv rau cov lag luam uas muaj kev pheej hmoo nyiaj txiag ntau dua, nws yuav ua rau muaj kev poob ntau dua, tsis muaj kev txhawj xeeb ntxiv kev thuam rau kev raug mob rau cov lag luam hauv kev lag luam poob qis.Thiab nrog luv nqi xa khoom, tsis muaj peev xwm ua lag luam ntau kom haum rau lawv hauv lub hlis tsis ntev los no.Cov lag luam lithium hlau phosphate yuav tsum zam qhov kev hu ua "kev nqis peev xwm" style ntsug thiab kab rov tav kev sib koom ua ke, ua kom cov peev nyiaj rov qab, txo cov nqi khiav lag luam, thiab ua kom muaj sia nyob lub caij ntuj no;Cov neeg saib ntawm lub qhov rooj yuav tsum nkag mus nrog ceev faj.
Lub sij hawm xa tuaj: Mar-18-2024