Mabhatiri eTesla anoburitswa zuva nezuva, uye mabhatiri epamusoro-nickel ternary achiri kushanda kwawo kukuru.Kunyangwe maitiro ekuderera kwecobalt, hwaro hwemagetsi matsva ekugadzirwa kwemotokari kwawedzera, uye kudiwa kwecobalt kuchawedzera munguva pfupi.Mumusika wenzvimbo, kubvunza kwazvino kwenzvimbo yezvigadzirwa zvepakati cobalt kwawedzera, uye huwandu hushoma hwemitengo yekutengeserana hunongosvika US$12/lb.Cobalt tetroxide ichangobva kuwedzera muhuwandu hwekutengesa, nemutengo wekutengesa we210,000 yuan / ton inotanga kuonekwa, uye quotation ye215,000-220,000 yuan / ton.

BhatiriTerminal market:

Kubva pakuona kwemusika wemagetsi, chirongwa chekugadzira chevagadziri vemotokari munaGunyana naGumiguru chakawedzera zvakanyanya, zvichifambisa mwero wekushanda kwemakambani emagetsi ebhatiri kusimuka.Pakati pavo, mabhatiri e-ternary anobatwa nemagetsi matsva ekufambisa, uye maodha aGumiguru anotarisirwa kuwedzera ne30% mwedzi-pa-mwedzi.Mukuwedzera, magetsi matsva ekutengesa motokari akawana kuderera zvishoma mumusika munaJuly naAugust uye akatanga kushandisa simba ravo, achityaira kudiwa kwe lithium iron mabhatiri kuti awedzere kuwedzera.Mumusika mudiki wemagetsi, sezvo chirongwa chekutanga mabhasikoro emagetsi akagovaniswa gore rino chiri kuitwa, kudiwa kwemabhatiri kwakadonha zvakanyanya, uye kunotarisirwa kudonha neanenge 40% muna Gumiguru.Kudiwa kwedzimwe mota dzine mavhiri maviri nemotokari dzemagetsi dzakadai sekutakura chikafu uye kuburitsa pachena hakuna kuchinja zvakanyanya.Muitiro wacho wose wakadzikama.Kazhinji kutaura, kudiwa kwemabhatiri mumusika wemagetsi ane mavhiri maviri kunotarisirwa kudonha ne20% muna Gumiguru.

Kukwidza mitengo yezvinhu:

Cobalt: Tesla mabhatiri anoburitswa zuva nezuva.High-nickel ternary mabhatiri achiri kushanda kwayo kukuru.Kunyangwe maitiro ekudzikira kwecobalt, hwaro hwekugadzira hwemotokari dzesimba nyowani hwawedzera, uye kudiwa kwecobalt kuchawedzera munguva pfupi.Mumusika wenzvimbo, iyo ichangoburwa yekuwedzera kwekubvunza kwenzvimbo yezvigadzirwa zvepakati cobalt, hushoma hwemitengo yekutengeserana inongoita gumi nemaviri US madhora / lb;iyo ichangoburwa transaction volume yecobalt tetroxide yakawedzera, mutengo wekutengesa wakatanga kuoneka pa210,000 yuan / ton, uye quotation yaive 215,000-220,000 yuan/ton.

Lithium:

Mamiriro ekuverenga eindasitiri-giredhi lithium carbonate akasimba svondo rino, uye mutengo wakaderera wakadzikira zvishoma nezvishoma.Zvinotarisirwa kuti mutengo wakaderera unogona kuwedzera vhiki ino;mutengo webhatiri-giredhi lithium carbonate wakanyatsogadzikana svondo rino, uye pane kushomeka kwekupihwa kwekutenga kwakadzika kubva kumafekitari makuru, Mimwe yemitengo yekutengeserana yakatenderedza 41,000 yuan / ton, uye zvishoma zvekutengesa zviri pakati pe41.5- 42,000 yuan/ton, iyo isati yave iyo huru yekutengeserana vhoriyamu.

Cathode zvinhu uye precursors:

Panyaya ye ternary precursors, mutengo wezvigadzirwa wakadzikira zvakanyanya.Mitengo yakaderera pamusika wekutarisa, uye mitengo yepamberi iri pasi pekumanikidzwa.Parizvino, kudiwa mumusika wemagetsi kwakawedzera zvakanyanya, uye misika yakasaina mirairo yenguva refu ine shanduko shoma yemitengo.Zvisinei, mumagetsi maduku uye misika yedhijitari, nekuda kwekuderera kwemirairo yepasi uye kukwikwidza kwemusika kunotyisa, mitengo yepasi inodzvinyirirwa zvakanyanya.Mutengo we523 uri padyo ne78,000 yuan/ton, uye musika une tarisiro yakaipa yemaonero emusika.

Nickel:

Munguva pfupi yapfuura, mitengo ye nickel yakakanganiswa zvakanyanya neiyo macro maonero.Irikukwira dhora indekisi nesimbi kazhinji zviri pasi pekumanikidzwa.Nickel ichachinja uye ichidonha.Iyo premium yebhatiri-giredhi nickel sulfate pamusoro pegiredhi rekutanga nickel (bhinzi) yasvika 12,000 yuan/ton, iyo inogona kuvhara zvizere maprecursors.Muripo wekugadzira mvura nickel sulfate uchishandisa nickel bhinzi/hupfu mumafekitori epamba, musika webhatiri-giredhi nickel sulfate wakareruka, uye kutenga nickel bhinzi hupfu kunowedzera.Nekuda kwenzvimbo yakasimba yebhatiri-giredhi nickel sulfate, mutengo wemusika uchiri kuchengetedzwa pa275-2.8 miriyoni yuan/ton, uye mutengo unobvira wekutengesa uri pakati pe2.7-27.8 miriyoni yuan/ton.