Mabatire a Tesla amatulutsidwa tsiku ndi tsiku, ndipo mabatire apamwamba a nickel ternary akadali ntchito yake yayikulu.Ngakhale kutsika kwa cobalt, maziko amagetsi atsopano akukwera, ndipo kufunikira kwa cobalt kukuchulukirachulukira pakanthawi kochepa.Pamsika wamalopo, zofunsa zaposachedwa zazinthu zapakatikati za cobalt zakwera, ndipo mitengo yaying'ono yogulitsira ili pafupifupi US$12/lb.Cobalt tetroxide yawonjezeka posachedwapa mu voliyumu yogulitsira, ndi mtengo wamtengo wapatali wa 210,000 yuan / toni wayamba kuonekera, ndi mawu a 215,000-220,000 yuan / ton.

Batirimsika wogulitsa:

Kuchokera pakuwona msika wamagetsi, ndondomeko yopangira makina opangira magalimoto mu September ndi October inakula kwambiri, ndikuyendetsa ntchito yamakampani amagetsi amagetsi kuti akwere.Mwa iwo, mabatire a ternary amakhudzidwa ndi magalimoto onyamula mphamvu zatsopano, ndipo maoda a Okutobala akuyembekezeka kuwonjezeka ndi 30% pamwezi.Kuphatikiza apo, magalimoto oyendetsa magetsi atsopano adatsika pang'ono pamsika mu Julayi ndi Ogasiti ndipo adayamba kugwiritsa ntchito mphamvu zawo, ndikuyendetsa kufunikira kwa mabatire achitsulo a lithiamu kuti achuluke.Msika wamagetsi ang'onoang'ono, monga ndondomeko yotsegulira njinga zamagetsi zogawana nawo chaka chino ikugwiritsidwa ntchito, kufunikira kwa mabatire kwatsika kwambiri, ndipo akuyembekezeka kutsika pafupifupi 40% mu October.Kufunika kwa magalimoto ena amtundu wa mawilo awiri ndi magalimoto amagetsi monga kutumiza chakudya ndi kutumiza mwachangu sikunasinthe kwambiri.Mchitidwe wonse ndi wokhazikika.Nthawi zambiri, kufunikira kwa mabatire pamsika wamagalimoto amagetsi awiri akuyembekezeka kutsika pafupifupi 20% mu Okutobala.

Mitengo yopangira zinthu m'mwamba:

Cobalt: Mabatire a Tesla amatulutsidwa tsiku lililonse.Mabatire a nickel ternary akadali ntchito yake yayikulu.Ngakhale kutsika kwa cobalt, malo opangira magalimoto atsopano awonjezeka, ndipo kufunikira kwa cobalt kukuwonjezeka pakanthawi kochepa.Pamsika wamalo, kuchuluka kwaposachedwa kwamafunso azinthu zapakatikati za cobalt, mitengo yaying'ono yogulitsira imakhala pafupifupi 12 US dollars/lb;kuchuluka kwaposachedwa kwa cobalt tetroxide kunakula, mtengo wamalondawo unayamba kuwoneka pa 210,000 yuan/ton, ndipo mawuwo anali 215,000-220,000 yuan/ton.

Lithiyamu:

Zomwe zidachitika pamafakitale a lithiamu carbonate zalimba sabata ino, ndipo zotsika mtengo zatsika pang'onopang'ono.Zikuyembekezeka kuti mtengo wotsika ukhoza kuwonjezeka sabata ino;mtengo wa batri-grade lithiamu carbonate ndi wokhazikika sabata ino, ndipo pali kusowa kwa katundu wogula kumtunda kuchokera ku mafakitale akuluakulu , Zina mwa mitengo yamtengo wapatali zili pafupi ndi 41,000 yuan / tani, ndipo ndalama zochepa zimakhala pakati pa 41.5- 42,000 yuan/ton, zomwe sizinapange voliyumu yayikulu yogulitsira.

Zida za Cathode ndi zoyambira:

Pankhani ya ternary precursors, mtengo wazinthu zopangira watsika kwambiri.Mitengo yotsika ndi yotsika pamalingaliro amsika, ndipo mitengo yoyambira ili pansi pamavuto.Pakalipano, kufunikira kwa msika wamagetsi kwawonjezeka kwambiri, ndipo msika wasaina malamulo a nthawi yayitali ndi kusintha kochepa kwamitengo.Komabe, m'misika yaying'ono yamagetsi ndi digito, chifukwa cha kuchepa kwa maulamuliro otsika komanso mpikisano wowopsa wamsika, mitengo yapansi panthaka imaponderezedwa kwambiri.Mtengo wa 523 uli pafupi ndi 78,000 yuan / tani, ndipo msika uli ndi ziyembekezo zoipa za msika.

Nickel:

Posachedwapa, mitengo ya nickel yakhudzidwa kwambiri ndi mawonekedwe a macro.Kukwera kwa dollar index ndi zitsulo nthawi zambiri zimakhala zovuta.Nickel idzasintha ndi kugwa.Mtengo wa nickel sulfate wa batire woposa faifi tambala (nyemba) wafika pa 12,000 yuan/ton, womwe utha kuphimba zonse zoyambira.Ndalama zopangira popanga nickel sulfate wamadzimadzi pogwiritsa ntchito nyemba za faifi tambala/ufa m'mafakitale apakhomo, msika wa nickel sulphate wa batire ndi wopepuka, ndipo kugula faifi ya faifi kumawonjezeka.Chifukwa cha kulimba kwa nickel sulfate ya batri, mtengo wamsika ukusungidwa pa 275-2.8 miliyoni yuan/tani, ndipo mtengo wotheka uli pakati pa 2.7-27.8 miliyoni yuan/ton.