Libetri tsa Tesla li lokolloa letsatsi le leng le le leng, 'me libeteri tse phahameng tsa nickel ternary e ntse e le ts'ebeliso ea eona ea mantlha.Leha ho na le tloaelo ea ho fokotseha ha cobalt, motheo oa tlhahiso ea likoloi tse ncha e eketsehile, mme tlhoko ea cobalt e tla eketseha ka nako e khuts'oane.Mmarakeng oa libaka, lipotso tsa morao-rao tsa lihlahisoa tsa cobalt li eketsehile, 'me litheko tse nyane tsa thekiso li batla li lekana le US $ 12/lb.Cobalt tetroxide e sa tsoa eketseha ka palo ea transaction, ka theko ea transaction ea 210,000 yuan / ton e qala ho hlaha, le quotation ea 215,000-220,000 yuan / ton.

Betri'maraka oa thekiso:

Ho ea ka pono ea 'maraka oa matla, kemiso ea tlhahiso ea baetsi ba likoloi ka September le October e ile ea eketseha haholo, e leng ho khanna lebelo la ts'ebetso ea lik'hamphani tsa betri ea matla ho phahama.Har'a bona, libeteri tsa ternary li angoa ke likoloi tse ncha tsa baeti, 'me litaelo tsa October li lebelletsoe ho eketseha ka 30% khoeli le khoeli.Ho phaella moo, likoloi tse ncha tsa khoebo tsa matla li ile tsa fokotseha hanyenyane 'marakeng ka July le August' me tsa qala ho sebelisa matla a tsona, li khanna tlhokahalo ea libeteri tsa tšepe tsa lithium ho tsoela pele ho eketseha.Mmarakeng o monyenyane oa matla, ha morero oa ho qala libaesekele tsa motlakase tse arolelanoang selemong sena o ntse o sebelisoa, tlhokahalo ea libeteri e theohile haholo, 'me e lebelletsoe ho theoha hoo e ka bang 40% ka October.Tlhokahalo ea likoloi tse ling tse mabili a mabeli le likoloi tsa motlakase tse joalo ka phano ea lijo le phano e potlakileng ha e so fetohe haholo.Mokhoa o akaretsang o batla o tsitsitse.Ka kakaretso, tlhoko ea libeteri 'marakeng oa likoloi tse mabili a mabeli e lebelletsoe ho theoha ka hoo e ka bang 20% ​​ka Mphalane.

Litheko tsa thepa e tala:

Cobalt: Libetri tsa Tesla li lokolloa letsatsi le letsatsi.Libetri tse phahameng tsa nickel ternary e ntse e le ts'ebeliso ea eona ea mantlha.Leha ho na le tloaelo ea ho fokotseha ha cobalt, setsi sa tlhahiso ea likoloi tse ncha tsa matla se eketsehile, mme tlhoko ea cobalt e tla eketseha ka nako e khuts'oane.'Marakeng oa sebaka, keketseho ea morao-rao ea lipatlisiso tsa libaka bakeng sa lihlahisoa tse mahareng tsa cobalt, litheko tse nyane tsa thekiso li hlile li ka ba lidolara tse 12 tsa US / lb;palo ea morao-rao ea transaction ea cobalt tetroxide e ile ea eketseha, theko ea thekiso e ile ea qala ho hlaha ho 210,000 yuan / ton, 'me quotation e ne e le 215,000-220,000 yuan / ton.

Lithium:

Boemo ba thepa ea liindasteri tsa lithium carbonate bo tiisitsoe bekeng ena, 'me phepelo ea theko e tlaase e fokotsehile butle-butle.Ho lebeletsoe hore theko e tlaase e ka eketseha bekeng ena;theko ea betri-grade lithium carbonate e batla e tsitsitse bekeng ena, 'me ho na le khaello ea phepelo bakeng sa theko e tlaase ho tloha lifekthering tse kholo , Litheko tse ling tsa thekiso li pota-potile 41,000 yuan / ton, 'me chelete e nyenyane ea lik'hamphani e pakeng tsa 41.5- 42,000 yuan/ton, e seng e so ka e etsa palo e kholo ea khoebo.

Lisebelisoa tsa cathode le li-precursors:

Mabapi le li-precursors tsa ternary, theko ea lihlahisoa tse tala e theohile haholo.Litheko tse tlase li na le li-bearish ponong ea 'maraka,' me litheko tsa pele li tlas'a khatello.Hona joale, tlhokahalo ea 'maraka oa matla e eketsehile haholo,' me 'maraka o saenetse litaelo tsa nako e telele ka liphetoho tse fokolang tsa theko.Leha ho le joalo, limmarakeng tse nyenyane tsa matla le tsa digital, ka lebaka la ho fokotseha ha litaelo tse tlaase le tlhōlisano e matla ea 'maraka, litheko tse tlaase li hatelloa haholo.Theko ea 523 e haufi le 78,000 yuan / ton, 'me' maraka o na le litebello tse mpe bakeng sa pono ea 'maraka.

Nickel:

Haufinyane tjena, litheko tsa nickel li anngoe haholo ke pono e kholo.Index ea lidolara tse ntseng li phahama le tšepe hangata li tlas'a khatello.Nickel e tla fetoha le ho oa.Tefiso ea nickel sulfate ea boemo ba betri ho feta nickel ea sehlopha sa pele (linaoa) e fihlile ho li-yuan tse 12,000/ton, e ka koahelang li-precursor ka botlalo.Tefiso ea ts'ebetso ea tlhahiso ea nickel sulfate ea metsi e sebelisang linaoa tsa nickel / phofshoana lifekthering tsa lapeng, 'maraka oa nickel sulfate oa boemo ba betri o bobebe, mme theko ea phofo ea nickel ea eketseha.Ka lebaka la sebaka se thata sa nickel sulfate ea boemo ba betri, theko ea 'maraka e ntse e bolokiloe ho 275-2.8 milione ea li-yuan/ton,' me theko e ka bang teng ea transaction e pakeng tsa 2.7-27.8 million yuan/ton.