Farashin lithium carbonatesun sami karuwa mai mahimmanci, suna tsalle sama da 20% don kaiwa 72,900 CNY akan ton a cikin watan da ya gabata. Wannan haɓaka mai kaifi ya biyo bayan ɗan kwanciyar hankali a baya a cikin 2025 da sanannen tsoma ƙasa da 60,000 CNY akan ton makonni kaɗan da suka gabata. Manazarta sun danganta wannan saurin komawar farashin da farko ga sabbin manufofin masana'antu na gwamnati da ke da nufin sake fasalin muhimman sassa kamar karafa da makamashi, da kuma inganta abubuwan bukatu a bangaren makamashi mai tsafta.
1. Me Ke Kokawa da Karuwar Farashin Lithium
Da alama dai sabon tsarin manufofin masana'antu na kasar Sin ne, wanda ke mai da hankali kan gyare-gyaren tsarin da kuma rage karfin samar da zamani a manyan masana'antu. Wannan siginar manufofin ta haifar da babban taro a kasuwannin kayayyaki, gami da kwal, karfe, da gilashi. Don lithium carbonate musamman, tsallen farashin yana nuna haɗe-haɗe na isar da iskar gas, iska mai ƙarfi, da ƙarfafa buƙatu a hankali, musamman yayin da sabbin masana'antar makamashi ta cikin gida ke haɓaka. Abubuwan kasa da kasa kuma suna taka rawa, tare da buƙatun EV na Turai suna murmurewa da kasuwannin kudu maso gabashin Asiya suna ci gaba da haɓaka cikin sauri, suna haɓaka amfani da lithium.
2. Me yasa Buƙatun Ajiye Makamashi ke fashewa
Theajiyar makamashin hasken ranaBangaren yana samun ci gaban da ba a taɓa yin irinsa ba a cikin gida da kuma na duniya. Bayanai sun nuna cewa kamfanonin kasar Sin sun tabbatar da odar ajiyar makamashi a ketare wanda ya zarce GWh 160 a farkon rabin farkon shekarar 2025 - karuwar kashi 220 cikin dari a duk shekara. A daidai wannan lokacin, siyan ajiyar makamashi na kasar Sin ya karu da kashi 243%, ya kai 46.1GW/186.7GWh. Wannan gagarumin hauhawar bukatarbaturin ajiyar makamashi na lithiumKwayoyin suna fassara kai tsaye zuwa sama zuwa mafi girman farashin albarkatun ƙasa.
3. Yaya Wannan Zai Yi Tasirin Masana'antar Baturi?
Thefarashin lithiumRigima ta riga ta yamutse ta hanyar samar da kayayyaki. Manyan masu haɗa tsarin suna ba da rahoton karɓar sanarwar hauhawar farashin dagacell baturi ajiya makamashimasana'antun, tare da haɓaka da aka kiyasta a 10% ko fiye. Samuwar tantanin baturi yana ƙara ƙarfi sosai, tare da hatta samfuran na biyu suna fuskantar ƙarancin ƙarancinsa. Yayin da wannan ke nuna hauhawar farashin batura a cikin ɗan gajeren lokaci, ƙwararrun masana'antu suna kallonsa a matsayin gyarar kasuwa da ya dace yayin canjin fanni daga faɗaɗa girma mai tsabta zuwa haɓaka mai ƙima. Mahimmanci, ba a tsammanin wannan zai yi kama da matsanancin hauhawar farashin da aka gani a cikin 2022. Bugu da ƙari, wannan ci gaban yana ba da muhimmiyar dama, ƙarin dama ga madadin fasahohin kamar batirin sodium-ion don samun tasirin kasuwa.
Wannan zanga-zangar ta lithium carbonate tana nuna ci gaba da rashin daidaituwa a kasuwannin kayan batir, wanda sauye-sauyen manufofi ke haifar da karuwar buƙatun duniya don samar da wutar lantarki da hanyoyin ajiyar makamashi. Duk da yake matsin farashi na kusa na gaske ne, masana'antar tana kallon wannan a matsayin wani ɓangare na lokacin balaga.
Lokacin aikawa: Yuli-29-2025