Mu Gushyingo 2023, Ubushinwa bwakoze fosifate ya lithium fer yagabanutse vuba, bugabanuka ku gipimo cya 10% guhera mu Kwakira, bihwanye no kugabanuka kwa 6GWh ya selile ya batiri: iherezo ry’ububiko bw’ingufu nkeya ryatewe n’umuyagankuba ntirwerekanye ibimenyetso byiterambere, kandi “imbaraga ntigenda kandi ububiko bw'ingufu ntibubikwa ”.Ibikenerwa hasi biri munsi yibyateganijwe, hamwe no kugabanuka gukabije kwaguzwe hagati yukwezi hagati, byagabanije ishyaka ryumusaruro wa lithium fer fosifate;Kwihutisha ibicuruzwa no kuzamura, inshuro nyinshi zo gukosora umurongo, no kugabanuka k'umusaruro.
Kubijyanye nibisohoka
Mu Gushyingo 2023, Ubushinwa bwakoresheje fosifate ya lithium fer yari toni 114000, igabanuka rya 10% ukwezi ku kwezi na 5% umwaka ushize, hamwe n’umwaka ushize wiyongereyeho 34%.
Igishushanyo 1: Umusaruro wa lithium fer fosifate mu Bushinwa
Igishushanyo 1: Umusaruro wa lithium fer fosifate mu Bushinwa
Muri Q4 2023, igiciro cya lithium karubone, ibikoresho nyamukuru, bizagabanuka.Amashanyarazi ya batiri yamashanyarazi azibanda cyane cyane ku gusenya, kugabanya ibarura ry’ibikoresho fatizo n’ibicuruzwa, no guhagarika icyifuzo cya fosifate ya lithium.Ku bijyanye n’ibiciro, igabanuka ry’ibiciro by’ibanze fatizo mu Gushyingo ryagabanije igiciro cyo gukora ibikoresho bya lithium.Ku ruhande rw'ibitangwa, mu Gushyingo, inganda z'ibyuma na lithium zakomeje gushyira imbere kugurisha no kugabanya ibicuruzwa byarangiye, bituma igabanuka ryinshi ku isoko ku isoko.Ku ruhande rw'ibisabwa, uko umwaka urangiye, amasosiyete akoresha ingufu za ingufu n’ingufu zibika ingufu byibanda cyane cyane ku gukuraho ibicuruzwa byarangiye no gukomeza gutanga amasoko ya ngombwa, bigatuma hakenerwa ibikoresho bike bya fosifate ya litiro.Kuva mu Kuboza 2023 kugeza Q1 2024, ibintu byari bisanzwe bidasanzwe ku isoko ku isoko byakomeje gukomera, kandi icyifuzo cya fosifate ya litiro yagabanutse.Ibigo byinshi bya lithium fer fosifate bitangiye kugabanya umusaruro kandi bizagabanuka cyane mubikorwa.
Biteganijwe ko umusaruro wa fosifate ya lithium mu Bushinwa uzaba toni 91050 mu Kuboza 2023, ukwezi ku kwezi n’umwaka ku mwaka guhinduka -20% na -10%.Ni ubwambere kuva Gicurasi 2023 umusaruro wa buri kwezi uzagabanuka munsi ya toni 100000.
Ku bijyanye n'ubushobozi bwo gukora
Kugeza mu mpera za 2023, umusaruro w’imbere mu gihugu wa lithium fer fosifate urenga toni miliyoni 4.
Imiterere yubushobozi bwa lithium fer fosifate yiganjemo ishoramari ryiza rituruka mu bihangange, gukoresha banki kenshi hamwe no guhanagura amakarita, imbaraga za leta, ibigo, n’imari, hamwe n’amarushanwa aturuka mu turere dutandukanye kugira ngo agere ku muvuduko runaka.Imishinga ya Litiyumu ya fosifate irabya ahantu hose, ifite amabara, kandi ibisubizo ntibingana.Nubwo ibintu bisagutse muri iki gihe, haracyari ibigo bifite intego yo gutuza isi no kwitegura gushora imari mu nganda za fosifate ya lithium.
Igishushanyo 2: Ubushinwa butanga umusaruro wa lithium fer fosifate mu 2023 (ukurikije akarere)
Igishushanyo 2: Ubushinwa butanga umusaruro wa lithium fer fosifate mu 2023 (ukurikije akarere)
Ibigo bikomeye nka Hunan Yuneng, Defang Nano, Wanrun Ingufu nshya, Changzhou Lithium Source, Rongtong High tech, Youshan Technology, nibindi bingana na kimwe cya kabiri cyubushobozi bwumusaruro, ufatanije ninganda zikize nka tekinoroji ya Guoxuan, Anda Technology, Taifeng Pioneer, Fulin (Shenghua), Ingufu za Litiyumu ya Fengyuan, Bateri ya Terui, nibindi, byose hamwe bifite toni miliyoni 3.Biteganijwe ko 60-70% yubushobozi bwo kubyaza umusaruro bizasohoka mu 2024 kugirango byuzuze icyifuzo cy’imbere mu gihugu cya fosifati ya lithium muri uwo mwaka, mu gihe bigoye ko uruhande rwohereza ibicuruzwa mu mahanga rwiyongera cyane mu bunini mu gihe gito.Kubijyanye no gutanga no gukenera, ibigo byambere bifitanye isano ahanini ninganda ziyobora, naho icya kabiri - nicyiciro cya gatatu buriwese yerekana ubuhanga bwe.Umubano hagati yimiryango ikize ntushobora byanze bikunze kwishima.
Kubijyanye nigipimo cyimikorere
Igipimo cyibikorwa cyakomeje kugabanuka mu Gushyingo, kimena 50% kandi cyinjira 44%.
Impamvu nyamukuru yatumye igabanuka ryikigero cyimikorere ya fosifate ya lithium mu Gushyingo ni uko igabanuka ry’ibisabwa ku isoko ryatumye igabanuka ry’ibicuruzwa ndetse n’umusaruro ugabanuka;Byongeye kandi, ubushobozi bushya bwo gushora imari buzashyirwa ahagaragara mbere yumwaka.Mugihe isoko ryifashe nabi, ibigo byinshi birahindura imirongo yabyo kugirango bategure uko ibintu bimeze muri 2024.
Igishushanyo 3: Igipimo nigikorwa cya lithium fer fosifate mubushinwa
Igishushanyo 3: Igipimo nigikorwa cya lithium fer fosifate mubushinwa
Igipimo giteganijwe gukorwa mu Kuboza cyaragabanutse kugera ku mateka, hamwe no kurekura ubushobozi bw’umusaruro no kugabanuka icyarimwe umusaruro, bigatuma igipimo cy’ibikorwa kiri munsi ya 30%.
epilogue
Ubushobozi burenze urugero bwabaye umwanzuro wambere, kandi umutekano wurwego rwimari shingiro wabaye uwambere.Intego nyamukuru ya 2024 nuguharanira kubaho!
Icyifuzo cyo hasi cya fosifate ya lithium ntigikomeye, kandi ubushake bwo guhunika hasi buracyafite intege nke kuva Q4 2023 kugeza Q1 2024, bigatuma hakomeza kubaho umusaruro muke wa fosifate ya lithium.Ubushobozi burenze urugero bwibikoresho fatizo bwarushijeho kugabanya idirishya ryibisabwa, bituma uruganda rwa lisiyumu fer fosifate "rumanuka" kandi runyura mu idirishya rugabanya ibiciro: binjira ku isoko nyuma yo guca kuri bariyeri no kwinjira ku rugamba.Ibi bintu byanze bikunze byibutsa abantu firime yitwa "Ibaruwa yiyemeje", kandi ntibyari byoroshye ko sosiyete ibaho.Kugabanya umusaruro no kugabanya ibiciro muri Q4 2023 nigipimo byanze bikunze mugihe gito.Vuba aha, ibigo byinshi byahagaritse umusaruro no gufata neza imirongo myinshi itanga umusaruro.
Isoko ridindiza ntabwo aribisubizo bibi, kandi amasoko yo kubika ingufu ningufu biracyatanga ikizere.Ariko ubutaha, ibigo bigomba kuba maso kubyerekeye ingaruka zishobora kubaho: ikibazo murwego rwo gutera inkunga!Ibigo bimwe biragoye cyane gukusanya konti zishobora kwishyurwa.Ntibyoroshye ko uruganda rutegura ibiryo binini byumwaka utaha kuko batabonye ibyokurya bihagije muri uyu mwaka.Niba kugurisha ku giciro gito bishobora gukurura abakiriya bo mu rwego rwo hejuru, ni amahitamo yemewe;Ariko niba uburyo bwiza bwo kwamamaza nko kugabanya ibiciro no kugabanya inyungu, hamwe n’igihe kinini cyo kwishyura bikoreshwa ku nganda zifite ibibazo by’amafaranga menshi, bizana igihombo kinini, nta gushidikanya ko byongera ibitutsi ku bikomeretsa ibigo muri iri gabanuka ry’isoko.Kandi hamwe no kugabanywa kugabanijwe, nta bushobozi bwinshi bwisoko bwo kubakira mumezi ashize.Uruganda rwa Lithium fer fosifate rugomba kwirinda icyiswe "imiterere yishoramari" uburyo buhagaritse kandi butambitse, kwihutisha kugarura imari, kugabanya amafaranga yo gukora, no kubaho neza mu gihe cy'itumba;Abareba ku muryango bagomba kwinjira bitonze.
Igihe cyo kohereza: Werurwe-18-2024