Amabhethri e-Tesla akhishwa nsuku zonke, futhi amabhethri e-nickel ternary aphezulu kusewukusebenza kwawo okuyinhloko.Ngaphandle kokuthambekela kokuncipha kwe-cobalt, isisekelo sokukhiqizwa kwemoto yamandla amasha sinyukile, futhi isidingo se-cobalt sizokhula esikhathini esifushane.Emakethe yendawo, imibuzo yendawo yakamuva yemikhiqizo ephakathi ye-cobalt inyukile, futhi inani elincane lezintengo zentengiselwano ngokuyisisekelo lilinganiselwa ku-US$12/lb.I-cobalt tetroxide isanda kunyuka kumthamo wokwenziwayo, ngenani lentengo lama-yuan/ton angu-210,000 eqala ukubonakala, kanye nekhotheshini engu-215,000-220,000 yuan/ton.

Ibhethriimakethe yetheminali:

Ngokombono wemakethe yamandla, uhlelo lokukhiqiza lwabakhiqizi bezimoto ngoSepthemba nango-Okthoba lukhuphuke kakhulu, okuqhubekisele phambili izinga lokusebenza kwezinkampani zamabhethri anamandla.Phakathi kwazo, amabhethri e-ternary athintwa izimoto zabagibeli ezinamandla, kanti ama-oda ka-Okthoba kulindeleke ukuthi anyuke ngo-30% inyanga nenyanga.Ngaphezu kwalokho, izimoto ezintsha zezentengiselwano zamandla zathola ukwehla kancane emakethe ngoJulayi no-Agasti futhi zaqala ukusebenzisa amandla azo, ziqhuba isidingo samabhethri e-lithium iron ukuze akhule.Emakethe encane yamandla, njengoba uhlelo lokuqalisa amabhayisikili kagesi abelwe kulo nyaka lusetshenziswa ngokuyisisekelo, isidingo samabhethri sehle kakhulu, futhi kulindeleke ukuthi sehle cishe ngo-40% ngo-Okthoba.Isidingo sezinye izimoto ezivamile ezinamasondo amabili kanye nezimoto zikagesi ezifana nokulethwa kokudla kanye nokulethwa okusheshayo akushintshile kakhulu.Ukuthambekela okuphelele kuzinzile.Ngokuvamile, isidingo samabhethri emakethe yezimoto zikagesi ezinamasondo amabili kulindeleke ukuthi sehle cishe ngama-20% ngo-Okthoba.

Izintengo zempahla eluhlaza ezikhuphukayo:

I-Cobalt: Amabhethri e-Tesla akhishwa nsuku zonke.Amabhethri e-ternary ane-nickel ephezulu kusewukusebenza kwawo okuyinhloko.Naphezu komkhuba wokuncipha kwe-cobalt, isisekelo sokukhiqizwa kwezimoto ezintsha zamandla senyukile, futhi isidingo se-cobalt sizokhula esikhathini esifushane.Emakethe yendawo, ukwanda kwakamuva kwemibuzo yendawo yemikhiqizo ephakathi ye-cobalt, inani elincane lezintengo zokwenziwa ngokuyisisekelo cishe cishe amadola ayi-12 US/lb;umthamo wakamuva wokuthengiselana we-cobalt tetroxide unyukile, intengo yokuthengiselana yaqala ukuvela ku-210,000 yuan/ton, futhi ikhotheshini yayiyi-215,000-220,000 yuan/ton.

I-Lithium:

Isimo sokusungula se-industrial-grade lithium carbonate siye saqina kuleli sonto, futhi ukunikezwa kwenani eliphansi kuye kwehla kancane kancane.Kulindeleke ukuthi inani eliphansi lingakhuphuka kuleli sonto;intengo ye-lithium carbonate ebangeni lebhethri izinzile kuleli sonto, futhi kukhona ukushoda kokuhlinzekwa kokuthengwa komfula ovela ezimbonini ezinkulu, Ezinye izintengo zokuthengiselana zizungeze i-41,000 yuan/ton, kanti inani elincane lokuthengiselana liphakathi kuka-41.5- 42,000 yuan/ton, okungakahlanganisi umthamo wokwenziwe ojwayelekile.

Izinto zokwakha ze-cathode kanye nezandulela:

Mayelana nama-ternary precursors, intengo yezinto ezingavuthiwe yehle kakhulu.Izintengo eziphansi zomfula zibhebhile ekubukekeni kwemakethe, futhi izintengo ezandulelayo zingaphansi kwengcindezi.Njengamanje, isidingo emakethe yamandla senyuke kakhulu, futhi imakethe isayine ama-oda wesikhathi eside ngezinguquko zamanani amancane.Kodwa-ke, ezimakethe ezincane zamandla kanye nedijithali, ngenxa yokwehla kwe-oda eliphansi kanye nokuncintisana kwemakethe okuqinile, amanani aphansi acindezelwa kakhulu.Intengo ye-523 isondele ku-78,000 yuan/ton, futhi imakethe ilindele okubi ngokubukeka kwemakethe.

I-Nickel:

Muva nje, amanani e-nickel athintwe kakhulu umbono omkhulu.Inkomba yedola ekhuphukayo nezinsimbi ngokuvamile zingaphansi kwengcindezi.I-nickel izoguquguquka futhi iwe.Iprimiyamu ye-nickel sulfate yezinga lebhethri ye-nickel yebanga lokuqala (ubhontshisi) isifinyelele ku-12,000 yuan/ton, engamboza ngokugcwele izandulela.Imali yokucubungula ukukhiqizwa kwe-nickel sulfate ewuketshezi kusetshenziswa ubhontshisi be-nickel/impushana ezimbonini zasekhaya, imakethe ye-nickel sulfate yezinga lebhethri ilula, futhi ukuthengwa kwempushana kabhontshisi we-nickel kuyenyuka.Ngenxa yendawo eqinile ye-nickel sulfate yezinga lebhethri, intengo yemakethe isagcinwe ku-275-2.8 million yuan/ton, futhi inani lokwenziwe okungenzeka liphakathi kuka-2.7-27.8 million yuan/ton.