Farashin lithium carbonatesun fuskanci gagarumin ƙaruwa, inda suka tashi sama da kashi 20% zuwa CNY 72,900 a kowace tan a cikin watan da ya gabata. Wannan ƙaruwa mai girma ya biyo bayan lokacin kwanciyar hankali a farkon shekarar 2025 da kuma raguwar CNY 60,000 a kowace tan 'yan makonni da suka gabata. Masu sharhi sun danganta wannan saurin farfadowar farashi da farko ga sabbin manufofin masana'antu na gwamnati da nufin sake fasalin manyan sassa kamar karafa da makamashi, da kuma inganta muhimman abubuwan da ake buƙata a fannin makamashi mai tsabta.
1. Me ke haifar da hauhawar farashin lithium
Da alama wannan abin da ke ƙara wa masana'antu kwarin gwiwa shine sabon alkiblar manufofin masana'antu na China, wanda ke mai da hankali kan gyare-gyaren tsari da rage tsufar ƙarfin samarwa a manyan masana'antu. Wannan siginar manufofin ta haifar da babban tarzoma a kasuwannin kayayyaki, ciki har da kwal, ƙarfe, da gilashi. Musamman ga lithium carbonate, hauhawar farashin yana nuna haɗuwa da ƙarancin wadata, koma-baya a manufofin, da kuma ƙarfafa buƙata a hankali, musamman yayin da sabbin masana'antar makamashi ta cikin gida ke ƙaruwa. Abubuwan da suka shafi ƙasashen duniya suma suna taka rawa, inda buƙatar EV ta Turai ke farfaɗowa kuma kasuwannin kudu maso gabashin Asiya ke ci gaba da faɗaɗa cikin sauri, wanda ke haifar da amfani da lithium.
2. Me yasa Bukatar Ajiye Makamashi ke Fashewa
TheAjiye makamashin ranaBangaren yana fuskantar ci gaba mara misaltuwa a cikin gida da kuma na duniya baki daya. Bayanai sun nuna cewa kamfanonin kasar Sin sun sami odar ajiyar makamashi a kasashen waje fiye da 160 GWh a rabin farko na shekarar 2025 - karuwar kashi 220% cikin shekara guda. A wannan lokacin, sayen ajiyar makamashi a kasar Sin ya karu da kashi 243% zuwa 46.1GW/186.7GWh. Wannan gagarumin karuwar bukatarbatirin ajiyar makamashin lithiumƙwayoyin halitta suna fassara kai tsaye zuwa ga hauhawar farashin kayan masarufi.
3. Ta Yaya Wannan Zai Yi Tasiri ga Masana'antar Batirin?
Thefarashin lithiumkaruwar farashi ta riga ta fara yaduwa a cikin tsarin samar da kayayyaki. Manyan masu haɗa tsarin sun ba da rahoton samun sanarwar hauhawar farashi dagaƙwanƙwasa batirin ajiyar makamashimasana'antun, tare da ƙaruwa da aka kiyasta a kashi 10% ko fiye. Samuwar ƙwayoyin batir yana ƙara ƙarfi sosai, har ma da samfuran mataki na biyu suna fuskantar ƙarancin kuɗi. Duk da cewa wannan yana nuna hauhawar farashin batir a cikin ɗan gajeren lokaci, ƙwararrun masana'antu suna ɗaukarsa a matsayin gyara kasuwa mai mahimmanci yayin sauyawar ɓangaren daga faɗaɗa girma zuwa ci gaban da ke da alaƙa da ƙima. Mafi mahimmanci, wannan ba a tsammanin zai yi kama da hauhawar farashin da aka gani a 2022 ba. Bugu da ƙari, wannan ci gaban yana ba da muhimmiyar dama, mai tsawo ga wasu fasahohi kamar batirin sodium-ion don samun karɓuwa a kasuwa.
Wannan karuwar lithium carbonate ta nuna yadda kasuwannin kayan batir ke ci gaba da canzawa, wanda sauye-sauyen manufofi da karuwar bukatar samar da wutar lantarki da hanyoyin adana makamashi a duniya suka haifar. Duk da cewa matsin lamba na kasafin kudi na kusa-kusa gaskiya ne, masana'antar tana daukar wannan a matsayin wani bangare na matakin da ya dace na balaga.
Lokacin Saƙo: Yuli-29-2025