Iibhetri zeTesla zikhutshwa yonke imihla, kwaye iibhetri ze-nickel ternary ephezulu isesona sicelo sayo esiphambili.Ngaphandle kwendlela yokuncipha kwe-cobalt, isiseko sokuveliswa kwemoto yamandla esitsha siye sanyuka, kwaye imfuno ye-cobalt iya kwanda ngexesha elifutshane.Kwimarike yendawo, imibuzo yamva nje yeemveliso ze-cobalt zonyukile, kwaye ixabiso elincinci lamaxabiso entengiselwano lijikeleze i-US $ 12/lb.I-cobalt tetroxide isanda kwandisa umthamo wokuthengiselana, kunye nexabiso lokuthengiselana le-210,000 yuan / ton liqala ukubonakala, kunye nesicatshulwa se-215,000-220,000 yuan / ton.

Ibhetriimarike yesiphelo:

Ukususela kumbono wemarike yamandla, ishedyuli yokuvelisa i-automakers ngoSeptemba no-Oktobha inyuke kakhulu, iqhuba izinga lokusebenza kweenkampani zebhetri zamandla ukuba ziphakame.Phakathi kwazo, iibhetri ze-ternary zichaphazeleka zizithuthi zabagibeli zamandla amatsha, kwaye ii-odolo zika-Oktobha zilindeleke ukuba zinyuke nge-30% ngenyanga.Ukongeza, izithuthi zamandla amatsha zorhwebo zafumana ukuhla kancinci kwimarike ngoJulayi nango-Agasti kwaye zaqala ukusebenzisa amandla azo, ziqhuba imfuno yeebhetri ze-lithium zentsimbi ukuze zinyuke ngakumbi.Kwimarike encinci yamandla, njengoko isicwangciso sokuqalisa iibhayisikili zombane ezabelwana ngazo kulo nyaka siphunyezwa ngokusisiseko, imfuno yeebhetri iwile ngokukhawuleza, kwaye kulindeleke ukuba ihle malunga ne-40% ngo-Oktobha.Imfuno yezinye iimoto ezinamavili amabini kunye nezithuthi zombane ezifana nokuhanjiswa kokutya kunye nokuhanjiswa okucacileyo akutshintshanga kakhulu.Umkhwa uwonke uzinzile ngokwentelekiso.Ngokubanzi, imfuno yeebhetri kwimarike yombane enamavili amabini kulindeleke ukuba yehle malunga ne-20% ngo-Okthobha.

Amaxabiso ezinto eziluhlaza:

Cobalt: Iibhetri zeTesla zikhutshwa yonke imihla.Iibhetri eziphezulu ze-nickel ternary isesona sicelo sayo esiphambili.Ngaphandle kwendlela yokuncipha kwe-cobalt, isiseko semveliso yezithuthi zamandla amatsha sandile, kwaye imfuno ye-cobalt iya kwanda ngexesha elifutshane.Kwimarike yendawo, ukwanda kwamva nje kwimibuzo yendawo ye-cobalt yeemveliso eziphakathi, ixabiso elincinci lamaxabiso okuthengiselana ngokusisiseko malunga ne-12 US dollar / lb;umthamo wamva nje wokuthengiselana we-cobalt tetroxide unyukile, ixabiso lentengiselwano laqala ukubonakala kwi-210,000 yuan / ton, kwaye isicatshulwa sasiyi-215,000-220,000 yuan / ton.

Lithium:

Imeko ye-inventory ye-industrial-grade lithium carbonate iye yaqina kule veki, kwaye ukunikezelwa kwexabiso eliphantsi liye lancipha ngokuthe ngcembe.Kulindeleke ukuba ixabiso eliphantsi linganyuka kule veki;Ixabiso lebhetri ye-lithium carbonate lizinzile kule veki, kwaye kukho ukunqongophala kokunikezelwa kokuthengwa kwezantsi ukusuka kwiifektri ezinkulu, Amanye amaxabiso okuthengiselana ajikeleze i-41,000 yuan / ton, kwaye inani elincinci lokuthengiselana liphakathi kwe-41.5- I-42,000 ye-yuan/toni, engekaqulunqi umthamo wentengiselwano yesiqhelo.

Izinto zeCathode kunye nezandulela:

Ngokubhekiselele kwi-ternary precursors, ixabiso lezinto eziluhlaza lehlile kakhulu.Amaxabiso asezantsi e-bearish kwimbonakalo yemarike, kwaye amaxabiso angaphambili aphantsi koxinzelelo.Okwangoku, imfuno kwimarike yamandla inyuke kakhulu, kwaye imarike isayine ii-odolo zexesha elide kunye neenguqu ezincinci zexabiso.Nangona kunjalo, kumandla amancinci kunye neemarike zedijithali, ngenxa yokuhla kwee-odolo ezisezantsi kunye nokhuphiswano olunzima lweemarike, amaxabiso aphantsi anyanzeliswa kakhulu.Ixabiso le-523 lisondele kwi-78,000 yuan / ton, kwaye imarike inolindelo olubi kwimbonakalo yemarike.

Nickel:

Kutshanje, amaxabiso e-nickel achaphazeleke kakhulu ngumbono we-macro.Ukunyuka kwesalathiso seedola kunye neentsimbi ngokuqhelekileyo ziphantsi koxinzelelo.I-Nickel iya kuguquguquka kwaye siwe.I-premium ye-betri-grade nickel sulfate ngaphezu kwe-nickel yebakala lokuqala (ibhontshisi) ifikelele kwi-12,000 ye-yuan / toni, engakwazi ukugubungela ngokupheleleyo i-precursors.Umrhumo wokwenza ulwelo lwe-nickel sulfate usebenzisa iimbotyi zenickel/umgubo kwiifektri zasekhaya, imarike ye-bettery-grade nickel sulfate ilula, kwaye ukuthengwa kwe-nickel bean powder kuyanda.Ngenxa yendawo eqinileyo ye-nickel sulfate yebhetri-grade, ixabiso lemarike lisagcinwe kwi-275-2.8 yezigidi zeeyuan / toni, kwaye ixabiso lentengiselwano elinokwenzeka liphakathi kwe-2.7-27.8 yezigidi zeeyuan / toni.