Lub zog tshiab tsheb tsheb yog kev txhim kho. Lub tshuab hluav taws xob hauv kev tswj hauv hluav taws xob yuav qhib rau hauv qhov taw tes.
Cov ntaub ntawv qhia tau tias txij lub 1 Hlis mus txog rau lub Cuaj Hli xyoo no, kev tsim thiab muag khoom ntawm cov tsheb tshiab muaj zog nce 40.2% thiab 37.7% feem. Raws li txoj cai thawb, cov tsheb tshiab lub zog tseem fim rau txoj kev loj hlob loj, uas yuav tsav cov kev loj hlob ntawm tag nrho cov saw hlau. Cov khoom noj khoom haus yuav tsum mus ntxiv, thaum lub nruab nrab thiab qis qis ntawm lub tshuab hluav taws xob tswj, roj teeb thiab lwm cov kev sib txuas yuav tsum tau tig los yog ntxiv txhim kho.
Raw cov khoom hnyav nce mus ntxiv
Ronghui Lithium, Baijierui, Jinyuan Tshiab Khoom, Jinchuan Technology, Zhongyi Shares, Jiayuan Technology, Jinli Permanent Magnet koom nrog cov khoom siv rau sab saud tshiab rau cov tsheb tshiab, xws li lithium carbonate, lithium hydroxide and cobalt sulfate. , cobalt trioxide, electrolytic tooj liab ntawv ci, cov ntawv magnet mus tas li, thiab cov zoo li no.
Hauv thawj ib nrab ntawm lub xyoo no, tag nrho cov kev ua tau zoo ntawm cov tuam txhab tau nce ntau. Cov ntaub ntawv qhia tau hais tias cov saum toj no xya lub tuam txhab tau txais kev khiav hauj lwm cov nyiaj tau los ntawm 3.05 billion yuan nyob rau hauv thawj ib nrab ntawm lub xyoo, ib xyoo nce ntawm 62%; Net nyiaj nyob hauv tsev 706 plhom yuan, ib xyoo nce ntxiv ntawm 288%. Tus ntse nce nyob rau hauv kev ua tau yog vim muaj zog nqes hauv siab thiab cov nqi siab ntawm cov khoom muaj feem xyuam. Rothhui Lithium ua piv txwv, lub tuam txhab tau hais tias lithium roj teeb tshiab lub zog lag luam tseem kub, lub lithium roj teeb coob tseem muaj zog, kev lag luam tsim muaj highlighted, downstream lithium roj teeb manufacturers demand rau lithium carbonate tseem muaj zog, thiab lithium carbonate tus nqi siab .
Nws yog tsim nyog sau cia tias kev ua tau zoo ntawm cobalt tuam txhab tau nce zoo kawg li. Jinchuan Tshuab ua cov cobalt sulphate, cobalt hlau thiab cov xim nickel-cobalt manganese. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, nws tiav ib tug nqa nyiaj ntawm 447 lab yuan, ib xyoo nce-on-nce ntawm 2545.63%. Lub tuam txhab hais tias tus nqi ntawm cobalt hlau tau nce sai thawj thawj ib nrab ntawm lub xyoo, thiab tus nqi ntawm lub tuam txhab cov khoom nce ntau. Hauv particular, nickel-cobalt-manganese ternary precursor khoom tiav cov ntawv pov thawj khoom ntawm ntau tus neeg muas zaub, thiab qhov ntau lawm thiab muag ntim ntau dua piv nrog lub xyoo dhau los. Jinyuan Cov Khoom Tshiab tau tsim roj-qib cobalt trioxide, cobalt sulfate thiab muaj qib lithium carbonate. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, nws tiav ib tug net nyiaj ntawm 13.263 million yuan, ib qho kev nce ntawm 835.34%. Lub tuam txhab tau hais tias nrog txoj kev loj hlob ntawm kev lag luam tshiab, qhov kev thov rau kev lag luam hauv nqes tsev nqus tau nce; nyob rau tib lub sij hawm, txij li thaum xyoo 2017, lub kiab khw ua lag luam tau ua kom zoo dua thiab cov nqi tau nce ntxiv.
Qee cov tuam txhab ua haujlwm tau nce me ntsis. Baijierui ua lithium ntsev, uas yog tsuas yog siv hauv cov tsheb tshiab, lub zog cia thiab 3C electronics. Cov nyiaj tau los hauv thawj nrab ntawm lub xyoo tsuas yog nce ntxiv los ntawm 5.88%. Lub ntsiab yog vim li cas tus nqi ntawm cov khoom siv raw li rau lithium ntsev tseem mus hloov mus rau theem siab nyob rau hauv thawj ib nrab ntawm lub xyoo, thiab sawv me ntsis. Lub tuam txhab tau txais kev txhim kho tsim nyog los pab txhawb cov neeg tuaj yeem pab ua haujlwm ntev hauv tus nqi muag.
Raws li kev lag luam analysts, txoj kev loj hlob zeem muag ntawm cov tsheb tshiab yog qhov zoo. Cobalt yog ib qho tseem ceeb ntawm cov ntaub ntawv cathode rau cov roj teeb lub hwj chim, thiab kev thov yog nce zuj zus. Cobalt tus nqi tau nce txog 60% rau xyoo no thiab tau hloov kho nyuam qhuav, tab sis lawv tseem yuav tsum tau nce hauv lub quarter thib plaub, uas tseem yuav muaj kev cuam tshuam rau kev ua tau zoo ntawm cov tuam txhab muaj feem xyuam.
Pom zoo rau cov ntaub ntawv ternary yeej cog lus
Cov khoom siv hluav taws xob zoo ntawm lub hwj huam hluav taws xob muaj lub hwj chim zoo tshaj plaws ntawm kev ua haujlwm ntawm lub roj teeb, thiab tus nqi ntxiv yog siab. 12 tuam txhab uas muag peb lub lag luam xws li Anda Technology, Betray, Tianli Lithium Energy, Oscar Zog, thiab Golden Cov Tshuab Lity yog ua cov ntaub ntawv cathode. Los ntawm kev khiav hauj lwm muaj tshwm sim hauv thawj ib nrab ntawm lub xyoo no, kev ua tiav ntawm Sanyuan Cov Khoom Co, Ltd. tau loj hlob sai sai, thaum kev ua ntawm cov kev ua ntawm lithium iron phosphate enterprises tau poob rau qee qhov twg.
Cov ntaub ntawv qhia tau hais tias nyob rau thawj nrab ntawm lub xyoo, cov saum toj no 12 lub lag luam tiav cov nyiaj tau los ntawm 4.944 billion yuan, nce li ntawm 49% xyoo-rau-xyoo; net profit ntawm 560 lab yuan, nce ntawm 26.3%. Tag nrho txoj kev loj hlob yog ceev heev. Los ntawm cov ntaub ntawv ternary thiab kev loj hlob ntawm kev ua tau zoo ntawm lithium iron phosphate txog tuam txhab, muaj ntau qhov sib txawv. Cov nyiaj tau los ntawm xya lub lithium hlau phosphate enterprise xws li Anda Technology thiab Zhuoneng cov ntaub ntawv tsis yeem nyob rau thawj nrab ntawm lub xyoo. Ntawm lawv, peb lub tuam txhab raug kev puas tsuaj. Nyob hauv thawj ib nrab ntawm lub xyoo, Anda Technology cov nyiaj tau los ua haujlwm tau tsawg dua 16.29% ntawm lub sijhawm qub dhau xyoo; thaum lub sij hawm net nyiaj tau nqis los ntawm 51.05% muab piv nrog rau tib lub sij hawm ntawm xyoo tas los; tag nrho cov nyiaj paj tau paj tsawg dua los ntawm 44.99% nyob rau tib lub sij hawm xyoo tas los mus rau 31.81%. Lub ntsiab yog vim li cas tus nqi ntawm cov khoom lithium hlau phosphate tau paab hloov. Tsis tas li ntawd, tus nqi ntawm roj teeb-qib lithium carbonate, cov ntaub ntawv tseem ceeb, tau risen, ua rau muaj nce hauv cov nqi ntawm lithium iron phosphate. Nyob rau hauv thawj ib nrab ntawm lub xyoo, Jiu Zhao Technology tau poob ntawm 4.97 lab yuan, thiab net nyiaj rau tib lub sij hawm xyoo tas los yog 4.57 lab yuan. Lub tuam txhab tau hais tias vim yog kev hloov ntawm txoj cai ntawm kev pabcuam tshiab rau cov tsheb tshiab, cov khoom muag, cov khoom muag thiab cov khoom ntawm cov khoom loj hauv thawj ib nrab ntawm 2017 poob siab, thaum cov khoom tshiab lithium iron phosphate A15 tseem nyob rau theem ntawm R & D thiab cov neeg siv khoom pov thawj.
Hauv kev sib piv, lub tuam txhab nrog tsib ternary cov ntaub ntawv xws li Shanshan Zog thiab Zhenhua Cov Khoom Tshiab tau txais kev khiav hauj lwm ntawm 3.05 billion yuan hauv thawj ib nrab ntawm lub xyoo, nce 96.4% xyoo-rau-xyoo; Net nyiaj tau yog 331 lab yuan, nce 161% xyoo-rau-lub xyoo. Shanshan Energy ua cov tshuaj lithium cobalt oxide thiab cov tshuaj cathode ntau. Hauv thawj ib nrab ntawm lub xyoo, nws cov nyiaj tau los ntawm kev nce nyiaj tau nce li ntawm 88.99% hauv tib lub sijhawm ntawm xyoo tas los; nws cov nyiaj khwv tau nce ntxiv los ntawm 166.68% rau tib lub sijhawm ntawm lub xyoo dhau los. Feem ntau yog vim muaj kev nthuav dav ntawm lub tuam txhab muaj peev xwm, kev tsim qauv neeg siv khoom, kev muag khoom ntawm cov khoom siv qib siab tshiab, kev tswj tus nqi thiab kev txhim kho. Cov khoom tseem ceeb ntawm Zhenhua Tshiab Cov Ntaub Ntawv yog lithium cobalt nickel manganese ternary, lithium cobalt oxide thiab composite ternary. Cov nyiaj tau los ntawm kev khiav hauj lwm hauv thawj xyoo ib nrab ntawm lub xyoo nce ntxiv mus 168% thiab cov nyiaj tau nce ntawm 564%. Feem ntau yog vim muaj kev tsis txaus siab ntawm cov neeg siv khoom lag luam, kev muag khoom ntawm cov khoom hluav taws xob ternary cov ntaub ntawv nce ntxiv, nrog kev muag khoom nce ntxiv ntawm 2,453 tons xyoo-rau-lub xyoo, nce ntawm 424.41%.
Raws li kev lag luam insiders, qhov kev thov rau ternary cathode cov ntaub ntawv tau nce ntau thiab qhov kev ua tau zoo ntawm lithium hlau phosphate companies tau txo, vim yog txoj cai tsav tsheb. Lub zog tshiab kev pabcuam hauv lub tsheb tshiab uas tau pib rau xyoo 2017 tau nce lub zog ntawm kev siv roj teeb lub zog, thiab cov ntaub ntawv ternary tuaj yeem ua tau raws li qhov kev xav tau, yog li qhov kev thov tau nce ntau, uas tau txhawb kev loj hlob ntawm Sanyuan Cathode Materials. Tus cwj pwm ntawm cov khoom lag luam ternary yav tom ntej yuav ntxiv zuj zus ntxiv thiab txoj kev loj hlob zoo yog qhov zoo.
