A watan Nuwamba 2023, samar da sinadarin lithium iron phosphate na kasar Sin ya ragu cikin sauri, ya ragu da kashi 10% daga watan Oktoba, kwatankwacin raguwar 6GWh na sel batir: raunin karfin ajiyar makamashin da wutar lantarki ke haifarwa bai nuna alamun ci gaba ba, kuma “ikon baya motsi kuma ba a adana makamashin makamashi”.Bukatar ƙasa ta yi ƙasa da yadda ake tsammani, tare da raguwa mai yawa a cikin odar siyayya ta tsakiyar wata, wanda ya rage sha'awar samar da masana'antar phosphate ta lithium;Saurin haɓaka samfuri da haɓakawa, babban adadin gyaran layin samarwa, da raguwar yawan amfanin ƙasa.
Dangane da fitarwa
A watan Nuwamban shekarar 2023, yawan sinadarin Lithium iron phosphate na kasar Sin ya kai ton 114000, raguwar kashi 10% a wata a wata da kashi 5% a duk shekara, tare da karuwar karuwar kashi 34 cikin dari a duk shekara.
Hoto na 1: Samar da sinadarin lithium iron phosphate a kasar Sin
Hoto na 1: Samar da sinadarin lithium iron phosphate a kasar Sin
A cikin Q4 2023, farashin lithium carbonate, babban albarkatun kasa, zai ragu.Kamfanonin ƙwayoyin batir na ƙasa za su fi mayar da hankali kan ɓarna, da rage kirƙira na kayan albarkatun ƙasa da samfura, da kuma murkushe buƙatar lithium iron phosphate.Dangane da farashi, raguwar farashin kayan masarufi a watan Nuwamba ya jawo raguwar farashin kera kayan aikin ƙarfe na lithium.A bangaren samar da kayayyaki, a watan Nuwamba, masana'antun ƙarfe da lithium sun ci gaba da ba da fifikon tallace-tallace tare da rage ƙayyadaddun kayan da aka gama, wanda ya haifar da raguwar yawan kayayyaki a kasuwa.A bangaren bukatu, yayin da karshen shekara ke gabatowa, kamfanonin batir na ajiyar wuta da makamashi sun fi mayar da hankali kan share abubuwan da aka gama da su da kuma kiyaye mahimman sayayya, wanda ke haifar da iyakancewar buƙatun kayan ƙarfe na ƙarfe na lithium.Daga Disamba 2023 zuwa Q1 2024, al'adun gargajiya na baya-bayan nan a kasuwa ya kasance mai ƙarfi, kuma buƙatar lithium baƙin ƙarfe phosphate ya ragu.Yawancin kamfanonin lithium iron phosphate sun fara rage samarwa kuma za su ga raguwar samarwa.
Ana sa ran samar da sinadarin phosphate na sinadarin lithium a kasar Sin zai kai ton 91050 a watan Disamba na shekarar 2023, tare da wata guda a wata da sauyin shekara -20% da -10%, bi da bi.Wannan shi ne karo na farko tun daga watan Mayu 2023 cewa samarwa kowane wata zai faɗi ƙasa da alamar 100000.
Dangane da karfin samarwa
Ya zuwa karshen shekarar 2023, karfin samar da sinadarin lithium iron phosphate a cikin gida ya haura tan miliyan 4.
Tsarin ikon samar da sinadarin phosphate na lithium baƙin ƙarfe ya mamaye hannun jarin alatu daga ƙattai, yawan amfani da banki tare da goge katin, ƙoƙarin haɗin gwiwa daga gwamnati, kamfanoni, da kuɗi, da gasa daga yankuna daban-daban don cimma wani takamaiman gudu.Ayyukan phosphate na lithium baƙin ƙarfe suna bunƙasa ko'ina, masu launi, kuma sakamakon bai yi daidai ba.Duk da irin rarar da ake samu a halin yanzu, har yanzu akwai kamfanoni da ke da burin tabbatar da zaman lafiya a duniya da kuma shirye-shiryen saka hannun jari a masana'antar sinadarin phosphate na lithium.
Hoto na 2: Yawan samar da sinadarin lithium iron phosphate na kasar Sin a shekarar 2023 (ta yanki)
Hoto na 2: Yawan samar da sinadarin lithium iron phosphate na kasar Sin a shekarar 2023 (ta yanki)
Giant Enterprises irin su Hunan Yuneng, Defang Nano, Wanrun New Energy, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, da dai sauransu lissafin fiye da rabin ikon samar, hade da arziki Enterprises kamar Guoxuan High tech, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Fengyuan Lithium Energy, Terui Baturi, da dai sauransu, tare da jimlar samar da damar 3 ton miliyan.Ana sa ran za a fitar da kashi 60-70% na karfin samar da kayayyaki a shekarar 2024 don biyan bukatun cikin gida na lithium iron phosphate a waccan shekarar, yayin da yake da wahala bangaren fitar da kayayyaki ya samu karuwar girma cikin kankanin lokaci.Dangane da wadata da bukatu, manyan kamfanoni suna da alaƙa da manyan kamfanoni, kamfanoni na biyu - da na uku kowanne yana nuna ƙwarewarsa.Aure tsakanin iyalai masu arziki ba lallai ba ne a yi farin ciki.
Dangane da yawan aiki
Yawan aiki ya ci gaba da raguwa a cikin Nuwamba, ya karya 50% kuma ya shiga 44%.
Babban dalilin da ya jawo raguwar yawan aiki na sinadarin phosphate na lithium a watan Nuwamba shi ne, raguwar buƙatun kasuwa ya haifar da raguwar odar kamfanoni da raguwar samarwa;Bugu da ƙari, za a saki sabon ƙarfin samar da hannun jari kafin ƙarshen shekara.Yayin faɗuwar kasuwa, kamfanoni da yawa suna daidaita layin samar da su don tsara yanayin gaba ɗaya a cikin 2024.
Hoto na 3: Haɓaka da yawan aiki na sinadarin baƙin ƙarfe na lithium a China
Hoto na 3: Haɓaka da yawan aiki na sinadarin baƙin ƙarfe na lithium a China
Yawan aiki da ake tsammanin a watan Disamba ya ragu zuwa ƙasa mai tarihi, tare da sakin ƙarfin samarwa da raguwar samarwa a lokaci guda, wanda ya haifar da ƙimar aiki na ƙasa da 30%.
epilogue
Ƙarfin ƙarfi ya zama abin da aka riga aka sani, kuma tsaro na babban birnin ya zama babban fifiko.Babban burin 2024 shine gwagwarmaya don tsira!
Bukatar ƙoshin ƙarfe na lithium baƙin ƙarfe ba shi da ƙarfi, kuma yarda da safa na ƙasa yana da rauni daga Q4 2023 zuwa Q1 2024, wanda ya haifar da ƙarancin samar da sinadarin phosphate na lithium baƙin ƙarfe.Rashin ƙarfin ƙarshen albarkatun ƙasa ya ƙara ƙaddamar da taga da ake buƙata, wanda ya haifar da masana'antun phosphate na lithium don "slim down" da matsi ta taga ta hanyar rage farashin: sun shiga kasuwa bayan sun keta shinge da shiga cikin yakin.Wannan lamarin ba makawa ya tuna wa mutane wani fim mai suna “Letter of Commitment”, kuma ba shi da sauƙi kamfanin ya tsira.Rage samarwa da rage farashin a cikin Q4 2023 ma'auni ne da babu makawa a cikin gajeren lokaci.Kwanan nan, kamfanoni da yawa sun dakatar da samarwa da kula da layukan samarwa da yawa.
Kasuwar jinkirin ba ita ce mafi munin sakamako ba, kuma har yanzu kasuwannin wutar lantarki da makamashi suna da alƙawarin.Amma na gaba, kamfanoni suna buƙatar yin taka tsantsan game da haɗarin haɗari: rikici a cikin sarkar kuɗi!Wasu kamfanoni suna ganin yana da wahala sosai don karɓar asusun ajiyar kuɗi.Ba shi da sauƙi kamfanin ya shirya babban abinci na shekara mai zuwa saboda ba su da isasshen abinci a wannan shekara.Idan siyar a kan ƙananan farashi na iya jawo hankalin abokan ciniki masu inganci, zaɓi ne mai karɓa;Amma idan ana amfani da hanyoyin tallata fifiko kamar rage farashi da rage riba, da tsawaita sharuɗɗan biyan kuɗi ga kamfanoni masu haɗarin kuɗi, zai haifar da asara mai girma, babu shakka yana ƙara cin mutunci ga kamfanoni a cikin wannan faɗuwar kasuwa.Kuma tare da rangwamen kayayyaki, babu ƙarfin kasuwa da yawa don ɗaukar su a cikin 'yan watannin nan.Kamfanonin phosphate na lithium baƙin ƙarfe ya kamata su guje wa abin da ake kira "halin saka hannun jari" salon ƙawancen a tsaye da a kwance, hanzarta dawo da babban jari, rage farashin aiki, da tsira cikin kwanciyar hankali a lokacin hunturu;Masu kallo a bakin kofa su shigo da hankali.
Lokacin aikawa: Maris 18-2024