CHOICE davhlau ya nyob twg qhia tau hais tias daim ntawv cog lus tseem ceeb ntawm Shanghai nickel yav tom ntej, uas tau nce, poob los ntawm qhov siab ntawm 270,000 yuan/ton hauv lub Peb Hlis mus rau qhov qis ntawm 170,000 yuan/ton hauv Lub Xya Hli , qhov kev poob qis mus txog 37.03 feem pua. Cov kws tshaj lij tsom xam, cov chaw nplua nuj npib tsib xee nyob txawv teb chaws txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau tshem tawm, cov kws tshaj lij cov kws tshaj lij
Peev tso tawm eased nickel nqi
Txij thaum Lub Ib Hlis mus txog Lub Peb Hlis xyoo no, Shanghai nickel yav tom ntej tseem ceeb daim ntawv cog lus ib zaug tawm ntawm kev lag luam nce, los ntawm qhov qis ntawm 150, 000 yuan / ton hauv Lub Ib Hlis mus rau siab ntawm 270, 000 yuan / ton hauv Lub Peb Hlis, qhov nce ntxiv ntawm 80 feem pua, LME03 daim ntawv cog lus kuj tau nce ntau heev. Kev ua lag luam feem ntau ntseeg tias kev tsis sib haum xeeb ntawm thaj chaw, kev nce nqi, kev thauj mus los, kev lag luam kev lag luam thiab lwm yam ua ke txhawb nqa tus nqi npib tsib xee. Thiab cov nickel yav tom ntej tsis ntev los no thiab cov nqi qis qis, ntxiv rau Shanghai nickel yav tom ntej kev ua tau zoo tsis zoo, Yangtze Nonferrous hlau net tau tshaj tawm rau Lub Xya Hli 4, lub teb chaws tus nqi nruab nrab ntawm npib tsib xee tau poob rau 183000 yuan / tuj, poob. thiab Shanghai nickel yav tom ntej daim ntawv cog lus tseem ceeb sib npaug. Nws yog dav ntseeg nyob rau hauv kev ua lag luam uas cov paj laum hikes nyob rau hauv lub teb chaws tsim, lub sij hawm ntev kev tso tawm, tsis muaj zog thov rau stainless hlau downstream, tshiab zog roj teeb Circuit Court technology hloov thiab lwm yam muaj ib tug tej yam siab rau nickel nqi.
Cov neeg sau xov xwm pom tau hais tias cov tuam txhab A-kev sib koom ua lag luam nquag muab tso rau hauv kev tsim khoom txawv teb chaws, ntau lub peev xwm smelting yuav tsum tau muab tso rau hauv kev tsim khoom rau xyoo tom ntej. Txij li thaum lub xyoo no, muaj Zhongwei shares, Shengtun mining, Huayou cobalt kev lag luam thiab lwm yam a-shared tuam txhab uas muag tau tshaj tawm cov kev vam meej ntawm nickel smelting project nyob rau hauv Indonesia. Wei qhia tawm rau cov khoom tshwj xeeb hauv lawv, tag nrho cov nyiaj tau los ntawm kev tshaj tawm cov khoom lag luam rau tsawg dua 6.68 billion yuan, lub hauv paus rau Indonesia tom qab nickel ore smelting qib siab nickel project piav qhia txog 6 tons, sab hnub poob guizhou puag 8 piav qhia tons ntawm nickel sulfate project, nyob rau yav qab teb guangxi puag 8 piav qhia txog ib tons ntawm qib siab nickel project, guizhou mizar puag txhua xyoo tso zis ntawm 200000 tons ntawm hlau phosphate project thiab ntxiv liquidity. Shengtun Mining npaj los nqis peev thiab tsim ib txoj haujlwm nickel matte nrog cov khoom tsim tawm txhua xyoo ntawm 40,000 tons hauv Indonesia. Huayue Co., LTD., ib lub tuam txhab ua lag luam ntawm Huayou Co., LTD., tau ua tiav kev teeb tsa thiab kev ua haujlwm ntawm cov cuab yeej hauv Indonesia, thiab ua tiav cov hlau nickel, uas nws cov ntsuas kev ua haujlwm tseem ceeb yog tsim nyog. Dow's guangdong Jana tau nqis peev hauv kev lag luam loj hauv nickel minerals thiab ore hauv Indonesia.
Su Bin, tus thawj coj ntawm Caixin Futures Investment Service Center, hais rau cov neeg sau xov xwm, "Indonesia yog lub teb chaws nplua nuj npib tsib xee, thiab muaj cov kev nyiam tshaj plaws thiab kev txhawb nqa rau cov lag luam txawv teb chaws los nqis peev hauv Indonesia, tshwj xeeb tshaj yog rau cov haujlwm loj. Tus naj npawb ntawm A-tshaj npe tuam txhab lag luam nqis peev hauv nickel mining, smelting, thiab entrepot kev lag luam hauv Indonesia tau nce, uas ua rau lub hom phiaj nce ntxiv rau yav tom ntej nickel chaw muab khoom thiab txo tus nqi nickel yav tom ntej rau qee yam. "
Downstream slack mov tshaj qhov xav tau
Nyob rau hauv lub upstream ntawm cov nickel kev lag luam saw expansion nyob rau tib lub sij hawm, mus rau stainless hlau, ternary lithium roj teeb sawv cev los ntawm cov downstream nickel tuam txhab uas muag ntsib qhov kev thov "variable".
Su Bin hais rau cov neeg sau xov xwm los qhia txog qhov xwm txheej tam sim no ntawm kev ua lag luam npib tsib xee, "vim qhov rov tshwm sim dua, cov tuam txhab lag luam hauv tsev thiab thoob ntiaj teb stainless hlau muaj peev xwm muab tau ntau tshaj qhov xav tau, nickel thov tsis muaj kev vam meej. , tshwj xeeb tshaj yog cov uas tsom rau cov roj teeb nickel high-nickel.Cov khoom lag luam ntawm cov roj teeb nickel high-nickel thev naus laus zis yog ternary lithium roj teeb thiab nickel-hlau hydride roj teeb. "Muaj ntau qhov sib txawv ntawm txoj hauv kev ntawm ternary lithium roj teeb uas ua rau qeeb qeeb. kev siv nickel. "
Tus kws tshuaj ntsuam xyuas tus brokerage pom zoo nrog qhov kev pom saum toj no, ntawm kev lag luam siab nickel roj teeb ua lag luam tuav tus cwj pwm ceev faj, "lub ntsiab drawback ntawm ternary lithium roj teeb yog qhov teeb meem ntawm thermal tswj, tam sim no lithium hlau phosphate roj teeb technology txoj kev xob quaj, muaj ib tug tseem ceeb hloov. Nyob rau hauv cov lus pom zoo Model Catalog rau Kev Txhawb Nqa thiab Kev Siv Cov Tsheb Hluav Taws Xob Tshiab (thib ob pawg hauv xyoo 2022) tso tawm rau lub Peb Hlis xyoo no, qhov feem pua ntawm lithium hlau phosphate roj teeb qauv tau nce mus txog 75 feem pua , thiab kev lag luam feem ntawm terum. Txawm li cas los xij, cov roj teeb nickel-hlau hydride ib txwm tau maj mam poob vim nws qhov ntim loj, tsis muaj zog ceev thiab tsawg dua thiab lub sijhawm tawm. ib qho teeb meem ntawm lub sijhawm ua ntej nickel yav tom ntej thiab cov nqi chaw poob ntxiv. "
Txawm li cas los xij, nws hais ntxiv tias, "Cov khoom lag luam uas muaj lub caij nyoog zoo ntawm kev tsav tsheb nickel xav tau nyob rau lub sijhawm ntev yog Tesla's 4680 cylindrical roj teeb, uas yog cov nickel siab zoo li ternary lithium roj teeb. Yog tias muaj ntau lawm thiab kev txhim kho kev txhim kho, nws yuav rov qab tau qee qhov kev lag luam los ntawm txoj kev thev naus laus zis ntawm lithium hlau phosphate roj teeb. Tam sim no, domestic ningde Times, Yiwei Lithium Zog, Guoxun High-tech, Penghui Zog, Yahua Group , thiab thoob ntiaj teb LG Tshiab Zog, Panasonic, Samsung SDI thiab lwm yam layout ntawm 4680 lub tog raj kheej roj teeb khiav. Txawm li cas los xij, 4680 cylindrical roj teeb loj los ntawm cov lag luam downstream los ntawm kev txheeb xyuas, kom tau txais kev lees paub ntawm kev ua lag luam, thiab tom qab ntawd tuaj yeem sib tw nrog lithium hlau. phosphate roj teeb, nws tsis yog lub sijhawm luv luv. "
