Koloi ea motlakase ea lebelo le tlaase e 'nile ea ntlafatsoa ka lilemo tse ngata,' me e khonne ho ntshetsa pele ho isa tekanyong ea hona joale hobane e ikamahanya le litlhoko tsa tsoelo-pele ea sechaba le nts'etsopele ea indasteri.Ka lehlakoreng le leng, e hloka lisebelisoa tse loketseng tsa lipalangoang tsa sebaka se sekhutšoane.Ka lehlakoreng le leng, nts'etsopele ea likoloi tsa motlakase e ntse e tsoela pele, ho khanna indasteri ea likoloi tsa motlakase oa lebelo le tlaase.Ho sa tsotellehe hore na bokamoso bo tsoela pele joang, likoloi tsa motlakase tse lebelo le tlaase li hlile li kene bophelong ba batho ba bangata 'me ha li arohane.
Ka Pherekhong selemong sena, ha maikutlo a 'maraka a ntse a eketseha, Yang Dong, moetapele oa Ningquan Capital, e tsejoang ka "letsoalo la indasteri," o ile a hopotsa batseteli hore ba ele hloko likotsi tsa lefapha le lecha la likoloi tsa matla le sentsoeng. .Ka mor'a matsatsi a phomolo a nako e telele a Selemo se Secha sa Chaena, 'maraka o bile le liphetoho tse kholo,' me lekala le lecha la likoloi tsa matla le ile la lebisa ho fokotseha.Ka ho khutla ha hajoale ha lekala le lecha la likoloi tsa eneji, 'maraka le ona o se o qalile ho hlahloba maemo a ts'oanang a menyetla le likotsi.
"Keketseho ea morao-rao lekaleng le lecha la likoloi tsa motlakase ke ho phethahala ha litebello tse phahameng haholo nakong ea pele."Motsamaisi oa letlole la Beijing o hlahlobile hore 'marakeng o ntseng o phahama oa indasteri e ncha ea likoloi tsa motlakase pele ho Mokete oa Selemo, mokhatlo o ipapisitse le tonne e le 'ngoe ea lithium hydroxide ea betri.Theko ea li-yuan tse 100,000 e ne e lebeletsoe ho nahanoa, 'me hamorao ho ile ha fumanoa hore khopolo-taba e ne e feteletse.Ho feta moo, 'maraka o ile oa tlisa phetoho e kholo ka mor'a matsatsi a phomolo a Mokete oa Selemo, kahoo litheko tsa setoko tsa lik'hamphani tse amanang li ile tsa ba le phetoho e kholo.Leha ho le joalo, ho latela mekhoa ea morao-rao ea theko, theko ea lithium hydroxide ka tonne e fetile li-yuan tse 90,000, 'me theko ea lithium hexafluorophosphate le eona e nyolohile ka mokhoa o makatsang.Ka hona, lichelete tse tsoang mehloling e fapaneng li qalile ho kenya letsoho ka matla a maholo, 'me lihlahisoa tse ngata li fihlile holimo.
Setsebi sa Securities sa China Zhang Xia o boletse hore ho latela maemo a indasteri, likoloi tse bohlale tsa motlakase li tla tlisa kholo ea kholo ea 'maraka lilemong tse 5 ho isa ho tse 10 tse tlang.Kabelo ea mmaraka e lebelletsoe ho eketseha ho tloha ho 10% ho isa ho 88%, mme lik'hamphani tse thathamisitsoeng tse lumellanang li tla ba kholo haholo.Menyetla ea matsete."Ka ho kena ha linatla tsa Marang-rang tse kang Yunlong, likoloi tsa motlakase tsa EEC li tla qetella li fetotsoe ho ba likoloi tse bohlale, 'me litharollo tse ncha tsa ho khanna li tla etsa hore boiphihlelo ba ho khanna bo be betere.Hajoale, bareki ba reka ho feta ho latela tlhokomeliso ho fapana le pono ea lithuso.“
Zhang Xia o boletse hore liindasteri tse ngata li na le molao oa 10% molemong oa nts'etsopele.Hang ha sekhahla sa ho kenella se feta 10%, ho tla ba le phello ea lentsoe la molomo, 'me tšebeliso e tla eketseha ka potlako.Baetsi ba tla boela ba fetole sebopeho sa sehlahisoa ka nako ho latela litlhoko tsa basebelisi, e le hore sekhahla sa ho kenella se nyolohele ho 80%.Hona ke ho phatloha ha indasteri."Ho tloha ka 2021 kapa selemong se tlang, indasteri ea ho khanna ka bohlale ba motlakase e kanna ea baka ho phatloha ho hoholo.Baetapele ba karolo ea indasteri, ho kenyeletsoa libeteri le likarolo, ba tla ba le menyetla e meholo ea matsete. ”
Ho ea ka Fu Juan, mookameli oa Shenwanlingxin Star Fund, lilemong tse hlano tse fetileng, likoloi tse ncha tsa matla li rarollotse mathata a hardware a kang libeteri.Lilemong tse tharo ho isa ho tse hlano tse tlang, li tla rarolla mathata a “boko” a likoloi, ho kopanyelletsa le tsamaiso ea likoloi, lik’hamera tsa koloi le lisebelisoa tse bohlale.Cockpit joalo-joalo "Koloi ea ka moso ke komporo e kholo, 'me tšobotsi e kholo ka ho fetisisa ea bohlale ba koloi ke karohano ea software le hardware.Ho latela pono ea matsete, selemong sena e lebelletsoe ho ba selemo sa pele sa ho thehoa ha likoloi tse nyane tsa motlakase. ”
Ho ea ka pono ea tataiso ea moralo, ho phaella karolong e tloaelehileng ea betri, mokhatlo o ile oa qala ho tsepamisa maikutlo tabeng ea ho etsa likoloi tse bohlale haholoanyane, haholo-holo tšimong ea likoloi, ho kenyelletsa le lense ea koloi ea motlakase ea EEC, pontšo ea koloi ea motlakase ea EEC le motlakase oa EEC. ho lokisa koloi.
Nako ea poso: Jul-13-2021