Tus nqi ntawm cobalt, uas yog ze ze rau lub hwj chim roj teeb thiab cov neeg siv khoom siv hluav taws xob kev lag luam, tau nce siab.
Tus nqi siv ntawm cobalt tau ruaj khov thiab nce txij li lub Cuaj Hli 30, tom qab lub voj voog tsis hloov pauv txij Lub Ob Hlis mus txog Lub Cuaj Hli 2021, raws li cov ntaub ntawv muab los ntawm Kev Lag Luam. Thaum Lub Ib Hlis 25, 2022, nws tau raug kaw ntawm 505,700 yuan / tuj, nce 32.52%.
Ua ntej tshaj plaws, vim yog tus kab mob COVID-19, kev xa khoom thoob ntiaj teb feem ntau txwv, thiab muaj teeb meem loj rau kev thauj mus los cobalt hauv 2021. Lub ntiaj teb cobalt Tshuag theem tseem poob qis. Raws li Lub Ib Hlis 14, 2022, tag nrho cov khoom lag luam thoob ntiaj teb LME cobalt qib yog kwv yees li 2.51 lab tons, nqis txog 44.3% txij thaum pib xyoo 2021. Lub Kaum Ib Hlis 2021, cov khoom lag luam hauv teb chaws electrolytic cobalt tsuas yog 150 tons, nqis 66.7% ntawm qhov kawg. ntawm xyoo tas los.
Qhov thib ob, qhov kev thov qis qis yog muaj zog. Maj mam nce nyob rau hauv lub thib ob ib nrab ntawm 2021 kev xa khoom ntawm cov khoom siv hluav taws xob, xws li cov khoom xa tuaj ntawm lub laptop los ntawm kwv yees li 10% thaum thawj ib nrab ntawm cov saum toj no, 3 c roj teeb xav tau nce, tib lub sijhawm, raws li Tuam Tshoj koom haum ntawm cov tuam txhab tsheb, raws li Lub Kaum Ob Hlis 2021, lub zog tshiab lub tsheb muag tau mus txog 3.521 lab lub tsheb hauv peb lub tebchaws, lub zog tshiab tsheb tsim thiab muag cov ntaub ntawv rau lub qhov muag ci, Kev thov rau cobalt los ntawm cov roj teeb fais fab kuj tseem loj hlob sai.
Zhou Yi, tus kws tshawb fawb ntawm Banyan Investment, tau hais tias nyob rau lub sijhawm luv luv, txawm hais tias kev xa tawm ntawm Congo, tus tsim khoom siv cobalt loj tshaj plaws, tau cuam tshuam los ntawm kev sib kis thib plaub hauv South Africa, uas tau ua rau muaj kev tsis txaus ntawm cov khoom siv raw. cobalt mov nyob rau lub sijhawm tsis ntev los no, qhov xwm txheej xav tias yuav yooj yim los ntawm lub caij nplooj ntoo hlav 2022.
& quot; Tshaj tawm lub sijhawm ncua sijhawm, cobalt mov thiab kev thov yuav tsum nyob twj ywm nruj thoob plaws hauv 2022, nrog rau tus nqi nruab nrab txuas ntxiv mus. Tom qab xyoo 2023, tag nrho cov khoom siv thiab kev xav tau yuav tsum yooj yim nrog kev tsim cov cobalt cuam tshuam nrog cov xuab zeb nickel deposits hauv Indonesia."" Zhou yi ntxiv.
Nws tau tshaj tawm tias qhov kev xav tau loj tshaj plaws ntawm cov khoom siv cobalt feem ntau yog cov roj teeb, ntawm cov neeg siv khoom siv hluav taws xob roj teeb (xws li roj teeb lub xov tooj ntawm tes) txog 40% ntawm tag nrho cov kev siv cobalt, cov roj teeb fais fab hauv kev txiav txim siab dav txog 30%, lwm cov khoom siv hluav taws xob qis. thiab kub alloys, thiab lwm yam ..
Zhou Yi believes that cobalt, which accounts for about 20% of the cost of consumer electronic batteries, has been under obvious cost pressure. Most of the cost of cemented carbide is cobalt, its downstream precision bearings, precision valve products cost increases with the rise of cobalt prices and the ship is rising; In terms of power batteries, ternary lithium batteries are affected by rising cobalt prices, but the overall impact is small.
& quot; Los ntawm kev sib piv, raws li cov neeg siv khoom siv hluav taws xob feem ntau yog lub khw muag khoom, kev lag luam concentration siab, thiab cov roj teeb nyiaj rau tag nrho cov nqi ntawm cov neeg siv khoom siv hluav taws xob tsis siab, yog li tus nqi ntawm cov neeg siv khoom siv hluav taws xob hluav taws xob sib kis tau ntau dua. du." Cov roj teeb hluav taws xob yog lub lag luam loj hlob sai nrog cov neeg koom nrog ntau dua li cov neeg siv khoom siv hluav taws xob, thiab cov nqi roj teeb suav txog 40% ntawm lub tsheb' tus nqi. Muaj kev lag luam hauv tus nqi nce ntawm cov roj teeb fais fab." Zhou Yi hais.
Cov ntaub ntawv pej xeem qhia tau hais tias txog tam sim no, A-kev sib koom ua lag luam cobalt phaj (raws li shenwan kev lag luam kev faib tawm) peb lub tuam txhab teev npe, hanrui cobalt kev lag luam thiab Huayou cobalt kev lag luam tau tshaj tawm 2021 daim ntawv tshaj tawm txhua xyoo, xav tias yuav tshaj tawm lub tuam txhab' s net profit loj hlob xyoo nyob rau hauv lub xyoo.
Rau kev lag luam tam sim no tus nqi ntawm cov phaj thiab tus nqi ntawm kev nqis peev, kev tuav pov hwm ntiag tug, tus thawj coj tshawb fawb ntawm net Liu Youhua hauv kev xam phaj nrog cov neeg sau xov xwm, tau hais tias daim phiaj tam sim no tag nrho cov nqi tau qis dua, qhov tseem ceeb ntawm tus nqi yav tom ntej nce ntawm cobalt yog. khi los txhim kho kev lag luam profitability, cobalt phaj yuav tsum nyob rau hauv tus nqi thiab kev ua tau zoo txhim kho dual tsav tawm ntawm lub rally.
Ye Yindan pom zoo:" Txij xyoo 2020, kev loj hlob ntawm cobalt xav tau hauv kev lag luam roj teeb hluav taws xob tau raug nug vim muaj kev cuam tshuam ntawm' cobalt-dawb' technology txoj kev. Tam sim no, cov phaj cobalt yog nyob rau thaj tsam qis qis tom qab' cobalt-dawb' siab, tawm hauv chav rau kev loj hlob yav tom ntej. Nyob rau tib lub sijhawm, kev siv cobalt hauv cov roj teeb hluav taws xob yuav tsum tau nce ntxiv ntawm tus nqi siab thaum lub sijhawm 14th Tsib Xyoo Npaj txawm tias' cobalt-dawb' txoj kev yog muab rau hauv tus account. Kev hloov pauv hauv kev ua haujlwm thiab kev ua neej nyob tshwm sim los ntawm kev sib kis tseem yuav ua rau kev siv cobalt hauv cov neeg siv khoom siv hluav taws xob muaj zog thiab muaj zog."
