Tesla roj teeb tau tso tawm txhua hnub, thiab cov roj teeb nickel ternary tseem yog nws daim ntawv thov tseem ceeb.Txawm hais tias qhov sib txawv ntawm kev txo qis cobalt, lub hauv paus ntawm lub zog tshiab tsheb tsim tau nce, thiab kev thov rau cobalt yuav nce ntxiv rau lub sijhawm luv.Hauv khw muag khoom, qhov chaw nug tsis ntev los no rau cov khoom lag luam nruab nrab cobalt tau nce, thiab tus nqi me me ntawm cov nqi pauv yog nyob ib puag ncig US $ 12 / lb.Cobalt tetroxide tsis ntev los no tau nce hauv kev lag luam ntim, nrog tus nqi pauv ntawm 210,000 yuan / tuj pib tshwm, thiab cov lus hais ntawm 215,000-220,000 yuan / tuj.

Roj teebterminal kev ua lag luam:

Los ntawm qhov kev xav ntawm lub hwj chim lag luam, lub sij hawm tsim khoom ntawm automakers nyob rau hauv lub Cuaj Hli Ntuj thiab Kaum Hli Ntuj tau nce ntau, ua rau kev khiav hauj lwm ntawm cov tuam txhab roj teeb hluav taws xob nce.Ntawm lawv, ternary roj teeb tau cuam tshuam los ntawm lub zog tshiab cov neeg caij tsheb, thiab kev txiav txim rau lub Kaum Hlis yuav tsum nce 30% ib hlis-rau-lub hlis.Tsis tas li ntawd, lub zog tshiab kev lag luam tsheb tau ntsib kev poob qis me ntsis hauv kev ua lag luam thaum Lub Xya Hli thiab Lub Yim Hli thiab pib siv lawv lub zog, tsav qhov kev thov rau cov roj teeb lithium hlau kom nce ntxiv.Hauv kev lag luam hluav taws xob me me, raws li txoj kev npaj tsim cov tsheb kauj vab hluav taws xob sib koom xyoo no yog qhov pib siv, qhov kev thov rau cov roj teeb tau poob qis, thiab xav tias yuav poob ze li 40% hauv Lub Kaum Hli.Qhov kev thov rau lwm cov tsheb thauj neeg pej xeem ob lub log thiab lub tsheb hluav taws xob xws li kev xa khoom noj thiab kev xa tawm tsis tau hloov pauv ntau.Lub zuag qhia tag nrho txoj kev yog kuj ruaj khov.Feem ntau hais lus, qhov kev thov rau cov roj teeb hauv lub khw muag khoom hluav taws xob ob lub log tsheb yuav tsum poob li ntawm 20% thaum Lub Kaum Hli.

Upstream raw khoom nqi:

Cobalt: Tesla roj teeb tau tso tawm txhua hnub.High-nickel ternary roj teeb tseem yog nws daim ntawv thov tseem ceeb.Txawm hais tias qhov sib txawv ntawm kev txo qis cobalt, lub hauv paus tsim cov tsheb tshiab lub zog tau nce, thiab kev thov rau cobalt yuav nce ntxiv rau lub sijhawm luv.Hauv cov khw muag khoom, qhov tsis ntev los no tau nce hauv qhov chaw nug rau cov khoom lag luam nruab nrab cobalt, tus nqi me me ntawm cov nqi pauv yog qhov pib ntawm 12 US dollars / lb;Kev hloov pauv tsis ntev los no ntawm cobalt tetroxide tau nce, tus nqi pauv pib tshwm sim ntawm 210,000 yuan / tuj, thiab cov lus hais yog 215,000-220,000 yuan / tuj.

Lithium:

Qhov xwm txheej ntawm cov khoom lag luam ntawm qib lithium carbonate tau nruj rau lub lim tiam no, thiab cov khoom siv qis qis tau maj mam txo.Nws cia siab tias tus nqi qis yuav nce lub lim tiam no;tus nqi ntawm cov roj teeb-qib lithium carbonate yog qhov ruaj khov rau lub lim tiam no, thiab muaj qhov tsis txaus ntawm cov khoom siv qis rau kev yuav khoom los ntawm cov chaw tsim khoom loj, qee qhov ntawm cov nqi hloov pauv yog nyob ib ncig ntawm 41,000 yuan / ton, thiab qhov kev lag luam me me yog nyob nruab nrab ntawm 41.5- 42,000 yuan / tuj, uas tseem tsis tau tsim cov khoom lag luam loj.

Cov khoom siv cathode thiab precursors:

Nyob rau hauv cov nqe lus ntawm ternary precursors, tus nqi ntawm raw cov ntaub ntawv tau poob qis heev.Cov nqi qis qis qis qis ntawm kev lag luam kev xav, thiab tus nqi precursor yog nyob rau hauv siab.Tam sim no, qhov kev thov hauv kev lag luam hluav taws xob tau nce ntau, thiab kev ua lag luam tau kos npe rau kev txiav txim mus sij hawm ntev nrog cov nqi hloov me me.Txawm li cas los xij, nyob rau hauv lub zog me me thiab kev lag luam digital, vim qhov kev poob qis hauv kev txiav txim qis qis thiab kev sib tw ua lag luam hnyav, cov nqi qis qis qis heev.Tus nqi ntawm 523 yog ze rau 78,000 yuan / ton, thiab kev ua lag luam muaj kev cia siab tsis zoo rau kev lag luam pom.

Nickel:

Tsis ntev los no, tus nqi npib tsib xee tau cuam tshuam zoo heev los ntawm kev pom macro.Qhov nce nyiaj duas index thiab hlau feem ntau nyob rau hauv siab.Nickel yuav hloov pauv thiab poob.Tus nqi ntawm cov roj teeb-qib nickel sulfate tshaj thawj qib nickel (taum) tau mus txog 12,000 yuan / ton, uas tuaj yeem npog tag nrho cov precursors.Tus nqi ua haujlwm rau kev tsim cov kua nickel sulfate siv nickel taum / hmoov hauv cov chaw tsim khoom hauv tsev, kev ua lag luam rau roj teeb qib nickel sulfate yog lub teeb, thiab kev yuav cov taum nickel taum hmoov nce.Vim tias qhov chaw nruj ntawm cov roj teeb-qib nickel sulfate, tus nqi lag luam tseem khaws cia ntawm 275-2.8 lab yuan / ton, thiab cov nqi pauv tau yog nyob nruab nrab ntawm 2.7-27.8 lab yuan / ton.