鎿�(j霉)澶栧獟7鏈�3鏃ユ秷鎭細涓湅(gu贸)鍦ㄩ潪娲插強鏃╅枊鐧�(f膩)鏂扮殑閶颁緵鎳�(y墨ng)涓績鐨勮垑鎺鍦ㄧ嵅寰楀洖鍫�(b脿o)锛屽公鍔╅�欏鍏ㄧ悆鏈�澶х殑闆诲嫊(d貌ng)姹借粖闆绘睜鐢熺敘(ch菐n)鍟嗗湪閶伴�欎竴闂�(gu膩n)閸甸噾灞緵涓嶆噳(y墨ng)姹傜殑甯傚牬(ch菐ng)涓畨鐒跺害閬庛��
妯�(bi膩o)婧�(zh菙n)鏅埦鍏ㄧ悆澶у畻鍟嗗搧娲炲療(S&P Global Commodity Insights)鐨勬暩(sh霉)鎿�(j霉)椤ず锛屽湪涓湅(gu贸)浼佹キ(y猫)澶ц垑鎶曡硣鐨勬帹鍕�(d貌ng)涓�锛屽埌2027骞达紝闈炴床鍚勫湴閶扮う鐨勫師鏉愭枡鐢�(ch菐n)閲忛爯(y霉)瑷�(j矛)灏囪純鍘诲勾澧為暦(zh菐ng)閫�30鍊�銆傚埌閭ｆ檪(sh铆)锛岄潪娲插皣鍗犲叏鐞冧緵鎳�(y墨ng)鐨�12%锛岃��2022骞撮�欎竴姣斾緥鐐�1%銆�
渚涙噳(y墨ng)渚嗘簮鐨勫妯ｅ寲灏囨湁鍔╀簬涓湅(gu贸)鎹嶈(w猫i)鍏跺湪闆诲嫊(d貌ng)姹借粖閲戝爆鍔犲伐闋�(l菒ng)鍩熺殑涓诲皫(d菐o)鍦颁綅——灏囬嫲銆侀幊鍜岄埛绛夊師鏉愭枡杞�(zhu菐n)鍖栫偤闆绘睜绲勪欢涓娇鐢ㄧ殑鍖栧(xu茅)鍝�——鑰岀編鍦�(gu贸)鍓囧姞绶婂姫鍔�锛岃垏鑷敱璨�(m脿o)鏄撲紮浼村拰鍔犳嬁澶�銆佹境澶у埄浜炵瓑鐩熷弸寤虹珛鑷繁鐨勪緵鎳�(y墨ng)缍�(w菐ng)绲�(lu貌)銆�
褰崥鏂拌兘婧愯病(c谩i)缍�(j墨ng)椐愬寳浜垎鏋愬斧褰棴琛ㄧず:“姣劇鐤戝晱锛岄潪娲插皣灏�(du矛)涓湅(gu贸)鐧�(f膩)鎻噸瑕佷綔鐢紝”鐗瑰垾鏄綔鐐烘境澶у埄浜炵殑鍙︿竴鍊�(g猫)鍘熸潗鏂欎締婧�锛屾境澶у埄浜炵洰鍓嶆槸鏈�澶х殑鍘熸潗鏂欎緵鎳�(y墨ng)鍦�(gu贸)锛岄毃钁楀湅(gu贸)鍏�(n猫i)鐓夋补寤犵殑鎶曠敘(ch菐n)锛屾境澶у埄浜炵殑鍑哄彛鍙兘鍙楀埌闄愬埗銆傛牴鎿�(j霉)BNEF鐨勬暩(sh霉)鎿�(j霉)锛屽埌2020骞�锛岄Μ閲�銆佸墰鏋滄皯涓诲叡鍜屽湅(gu贸)鍜屾触宸村竷闊嬮兘鍙兘鍔犲叆閶扮う闁嬮噰澶у湅(gu贸)鐨勮鍒椼��
涓婂��(g猫)鏈�锛岄鎵逛締鑷触宸村竷闊嬩竴鍊�(g猫)闋�(xi脿ng)鐩殑閶扮簿绀﹂亱(y霉n)鎶垫禉姹熻彲鍙嬮埛妤�(y猫)鏈夐檺鍏徃锛岃�岃獱(ch茅ng)淇￠嫲妤�(y猫)闆嗗湗(tu谩n)鏈夐檺鍏徃瑾�锛屽叾鍦ㄦ触宸村竷闊嬬殑Sabi Star閶扮う闁嬪鐢熺敘(ch菐n)銆�
Ganfeng Lithium Group Co.鎶曡硣浜嗛Μ閲岀殑Goulamina绀�锛孋ontemporary Amperex Technology Co.鐨勪竴鍊�(g猫)瀛愬叕鍙告姇璩囦簡鍓涙灉姘戜富鍏卞拰鍦�(gu贸)鐨勪竴鍊�(g猫)闋�(xi脿ng)鐩�銆傚洓宸濅簽鑿(sh铆)妤�(y猫)闆嗗湗(tu谩n)鏈夐檺鍏徃鍦ㄥ焹濉炰縿姣斾簽鐨勪竴鍊�(g猫)闋�(xi脿ng)鐩腑鎸佹湁鑲′唤銆�
CRU Group椐愬�暒闆绘睜鍘熸潗鏂欎富绠￠Μ涓�•鏉板厠閬�(Martin Jackson)琛ㄧず:“涓湅(gu贸)鍦ㄩ潪娲茬殑鎶曡硣鐒＄枒鏄繎骞翠締闆绘睜鏉愭枡渚涙噳(y墨ng)鐨勬渶澶ц硣閲戜締婧愩��”浠栬锛屽湪鏂板湴鍗�(q奴)鐨勬姇璩囧皪(du矛)浜庝腑鍦�(gu贸)鐨勪緵鎳�(y墨ng)閺堟豢瓒冲叾鍒堕�犲晢鐨勯渶姹傝嚦闂�(gu膩n)閲嶈銆�
褰崥鏂拌兘婧愯病(c谩i)缍�(j墨ng)涓婂��(g猫)鏈堣〃绀�锛屼互瀵у痉鏅�(sh铆)浠ｅ拰姣斾簽杩叕鍙哥偤棣栫殑涓湅(gu贸)闆绘睜鐢熺敘(ch菐n)鍟嗗湪2022骞寸殑鐢�(ch菐n)鑳借秴閬庝簡1澶摝鏅�(sh铆)锛屽苟鍦ㄧ辜绾�(x霉)鎿�(ku貌)澶с��
妯�(bi膩o)鏅叏鐞冨ぇ瀹楀晢鍝佹礊瀵�(S&P Global Commodity Insights)鐨勯噾灞拰绀︽キ(y猫)鍒嗘瀽甯獳lice Yu琛ㄧず锛岀編鍦�(gu贸)涔熷湪鐮旂┒寰為潪娲蹭緵鎳�(y墨ng)鍘熸潗鏂欑殑閬告搰锛屼絾杩勪粖鍙湁骞惧��(g猫)鍒濇瑷�(j矛)鍔�锛屽寘鎷垏鍓涙灉姘戜富鍏卞拰鍦�(gu贸)鍜岃磰姣斾簽閬�(d谩)鎴愬垵姝ュ悎浣滃崝(xi茅)璀�銆傚ス瑾�:“闈炴床瑕佹兂鎴愮偤璨�(m脿o)鏄撳弸濂藉瀷渚涙噳(y墨ng)鍦�(gu贸)锛岄倓闇�瑕佹洿鍤�(y谩n)鏍肩殑瀵╂煡銆�”
BNEF鍦�6鏈�30鏃ョ殑涓�浠藉牨(b脿o)鍛婁腑琛ㄧず锛岄爯(y霉)瑷�(j矛)浠婂勾鍏ㄧ悆閶板師鏉愭枡渚涙噳(y墨ng)灏囧闀�(zh菐ng)35%锛屽叾涓磩涓�鍗婁締鑷叏鏂扮殑妤�(y猫)鍕�(w霉)銆備粖骞村拰2024骞撮嫲璩囨簮甯傚牬(ch菐ng)浠嶅皣绶婂嫉锛屼絾闅ㄨ憲鏇村闋�(xi脿ng)鐩姇鍏ヤ娇鐢�锛岄爯(y霉)瑷�(j矛)寰�2025骞撮枊濮�锛岄嫲璩囨簮甯傚牬(ch菐ng)灏囨湁鎵�绶╄В锛屽寘鎷湪闈炴床鍜屽姞鎷垮ぇ銆�
鐩＄濡傛锛岄潪娲插湅(gu贸)瀹跺彲鑳芥渻(hu矛)鏁堜豢鍏朵粬鍦�(gu贸)瀹�锛岄�氶亷澧炲姞鍔犲伐鎴栫簿鐓夊伐寤犱締鎻愰珮鍑哄彛鍍�(ji脿)鍊硷紝寰炶�屽緸鍦�(gu贸)鍏�(n猫i)鐨勯嫲渚涙噳(y墨ng)涓嵅寰楁洿澶氭敹鍏�銆傛触宸村竷闊嬪拰绱嶇背姣斾簽鏈�杩戦噰鍙栨帾鏂介樆姝㈡垨绂佹閶扮う鐭冲師鏂欑殑鍑哄彛銆�
鎽╂礇鍝ヨ垏缇庡湅(gu贸)绨借▊浜嗚嚜鐢辫部(m脿o)鏄撳崝(xi茅)瀹氾紝宸茬稉(j墨ng)鎴愮偤闆诲嫊(d貌ng)姹借粖闆绘睜鐢熺敘(ch菐n)鐨勬經鍦ㄤ腑蹇�锛屽叾鍎�(y艒u)鍕�(sh矛)鍖呮嫭闈犺繎姝愭床锛屼互鍙婄７閰搁惖閶�(LFP)闆绘睜鎵�闇�鐨勮睈瀵岀７閰搁菇銆�
瑭插湅(gu贸)鏀垮簻浠婂勾鏃╀簺鏅�(sh铆)鍊欒〃绀�锛屼腑鍦�(gu贸)闆绘睜鍒堕�犲晢Gotion楂樼鎶�鏈夐檺鍏徃閬�(d谩)鎴愪簡涓�闋�(xi脿ng)鍒濇鍗�(xi茅)璀帮紝灏囧缓瑷�(sh猫)闈炴床绗竴瀹跺ぇ鍨嬮浕鍕�(d貌ng)姹借粖闆绘睜寤�锛屽勾鐢�(ch菐n)鑳藉皣閬�(d谩)鍒�100鍚夌摝锛岄渶瑕佹姇璩�60鍎勬瓙鍏�(65鍎勭編鍏�)銆�
|