Thaum lub Cuaj Hlis 19, lub tsev lithium carbonate yav tom ntej tau poob qis dua tshiab txij li cov npe, thiab tus nqi poob qis dua 160,000 cim. Raws li qhov ze, daim ntawv cog lus tseem ceeb lithium carbonate yog 159,450 yuan, nqis 5.62%. Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm Shanghai Steel Union, thaum lub Cuaj Hlis 19, tus nqi nruab nrab ntawm cov roj teeb hauv tsev-qib lithium carbonate poob los ntawm 2, 000 yuan / ton ntawm hnub ua lag luam dhau los rau 188,500 yuan / ton, thiab tus nqi ntawm lithium hydroxide thiab qee cov lithium roj teeb pov tseg kuj poob.
Hais txog cov ntaub ntawv tus nqi ntawm cov lag luam hauv zej zog, cov roj teeb hauv tsev-qib lithium carbonate pib poob qis tom qab ncav cuag qhov siab ntawm ze li ntawm 600,000 yuan / ton hauv Kaum Ib Hlis xyoo tas los, thiab poob qis dua 200,{{4} } yuan/ton thawj zaug hauv lub Plaub Hlis xyoo no. Lub Plaub Hlis 23, tus nqi roj teeb-qib lithium carbonate tau pib rov qab los tom qab tsoo qis qis ntawm 165,000 yuan/ton, thiab sai sai sawv ntawm ntau tshaj 200,{10}} yuan/ton rau lub Tsib Hlis 8.
Txawm li cas los xij, lub sijhawm zoo tsis kav ntev, tom qab ntaus ib theem siab ntawm 315, 000 yuan / ton hauv Lub Rau Hli, tus nqi lithium carbonate hauv tsev tau poob qis dua, thaum lub Cuaj Hlis 8, nws poob qis dua 200,{{4 } } yuan / ton dua, thiab nws tsis tau tso tseg.
Txawm li cas los xij, piv nrog cov nqi lithium carbonate poob, lithium mining mergers thiab acquisitions lag luam yog kub heev!
Thaum lub Cuaj Hlis 5, tom qab rov tsis lees paub, Albemarle Corp ntawm Tebchaws Meskas, lub ntiaj teb cov neeg ua haujlwm lithium loj tshaj plaws, tau txais qhov nws xav tau nrog kev thov tshiab txog li 6.6 billion Australian las (kwv yees li 30.8 billion yuan) los yeej Australian lithium developer Liontown Resources. , uas tswj ob qhov loj lithium mines hauv Western Australia. Cov no suav nrog cov khoom lag luam KathleenValley, uas tau teem sijhawm pib tsim khoom thawj zaug hauv nruab nrab -2024 thiab yog ib qho ntawm cov pob zeb loj tshaj plaws thiab qib siab tshaj plaws hauv cov pob zeb lithium hauv ntiaj teb.
Rio Tinto xav dhau los ua "lub ntsiab lus" cov neeg tsim khoom lithium, raws li Thawj Tswj Hwm Jakob Stausholm, uas kuj tau lees paub tsis ntev los no tias Rio Tinto tau ruaj ntseg tshawb nrhiav thaj av hauv Western Australia los nrhiav cov lithium deposits.
Nyob rau hauv cov nqe lus ntawm domestic lithium mining mergers thiab acquisitions, raws li tsis tiav cov txheeb cais ntawm lub roj teeb network, nyob rau hauv thawj ib nrab ntawm 2023, tsis suav nrog kev txiav txim ntawm kev lag luam, tsuas yog lub lithium roj teeb teb mergers thiab acquisitions muaj feem xyuam rau 33, ntawm uas 12. lub hom phiaj koom nrog lithium mining lag luam; Ib qho kev koom tes nrog graphite mining lag luam, ib qho kev koom tes nrog cobalt mining lag luam, mining mergers thiab acquisitions accounting for 42.42% of the ratio. Ntawm lawv, qhov kev txhawj xeeb tshaj plaws yog lub hwj chim roj teeb lub taub hau tuam txhab Ningde Era siv ntau dua 6.4 billion los yeej 100% ntawm Snowe shares.
Tsis tas li ntawd, Hainan Mining's Xinmao tshaj tawm cov phiaj xwm los nqis peev ze li ntawm 120 lab US las los sau npe rau 14.81% feem ntawm KOD thiab 51% feem ntawm KMUK.Nws txoj haujlwm tseem ceeb yog Bougouni lithium mine project. Tuam Tshoj Mineral Resources npaj siab nqis peev tag nrho ntawm US $ 20 lab kom tau txais 51% paj laum hauv URT lithium project los ntawm kev tau txais thiab peev nce; Zangge Mining's Zangqing Fund npaj kom tau 39% koom nrog hauv Guoneng Mining rau tag nrho 4.68 billion yuan; Dazhong Mining yeej 80% kev ncaj ncees ntawm Chenzhou Chengtai rau lub zog tshiab kev lag luam ntawm Linwu lithium mine hauv Hunan Province. Anzhong Shares npaj kom tau qhov seem 30% kev ncaj ncees ntawm nws lub tuam txhab lepidolite Linghui Technology rau 165 lab yuan; Shengxunda npaj siab tswj hwm Yului Technology kom ntxiv dag zog rau cov khoom siv lithium; Tianhua Tshiab Zog npaj siab kom tau 60% kev ncaj ncees ntawm Tianhua Times thiab nce lithium mining teb; ST Industrial Intelligence npaj siab kom tau 70% ntawm Dingxing Mining thiab 49% ntawm Xingli Technology. Tsis tas li ntawd, Qinghai Liangcheng, ib chav tsev ntawm Ganfeng Lithium, npaj yuav 5.49 feem pua ntawm Jintai Potash Fertilizer thiab Western Mining npaj yuav 6.29 feem pua ntawm Taifeng Thawj.
