Chuanfa Lomon tshaj tawm rau yav tsaus ntuj ntawm Lub Yim Hli 2 tias lub tuam txhab npaj yuav muab cov khoom faib rau Chuanfa Mining thiab Sichuan ntsev kom yuav 80% thiab 20% ntawm cov khoom lag luam ntawm Tianrui Mining tuav los ntawm nws, feem. Tom qab ua tiav qhov kev sib pauv no, Tianrui Mining yuav dhau los ua nws tus tswv lag luam tag nrho.
Cov ntawv tshaj tawm qhia tias Tianrui Mining tau cog lus rau kev siv thiab muag cov khoom siv phosphate. Nws yog cov khoom lag luam loj phosphate ore tsim kev lag luam sib xyaw ua ke cov txiaj ntsig, tau txais txiaj ntsig zoo, mloog zoo rau kev thauj mus los, ua tiav thiab muag, nrog kev tsim khoom ntawm 2.5 lab tons/xyoo; nyob rau tib lub sijhawm txhawb nqa Cov peev txheej 2 lab tons/xyoo tau txais txiaj ntsig cov cuab yeej tam sim no yog cov phosphate nyoos loj tshaj plaws thiab phosphate mloog zoo rau kev tsim khoom lag luam hauv cheeb tsam Mabian. Tianrui Mining' cov khoom lag luam feem ntau yog siv los tsim cov khoom lag luam phosphate, thiab qee qhov siv los rho cov phosphorus daj, phosphorus liab, thiab phosphoric acid. Cov pab pawg tseem ceeb hauv qab yog ammonium phosphate tuam txhab thiab cov tuam txhab calcium hydrogen phosphate.
Chuanfa Lomon tau hais tias qhov tau txais Tianrui Mining yuav pab txhim kho lub tuam txhab' phosphorus tshuaj lom neeg kev lag luam saw thiab txo qis kev cuam tshuam tsis zoo ntawm tus nqi nce ntawm kev yuav phosphorus ore ntawm cov txiaj ntsig ntawm cov tuam txhab teev npe, uas yog ua raws lub tuam txhab' txoj kev txhim kho lub tswv yim ntawm kev ua kom muaj ntxhia.
Raws li cov ntaub ntawv ntawm" Mobei Market&";, tus nqi ntawm phosphoric acid nyob rau sab hnub tuaj Tuam Tshoj thaum Lub Rau Hli xyoo no yog kwv yees li 6,800 yuan/tuj, thiab thaum Lub Yim Hli nws tau txog 7,685 yuan/tuj, nce ntxiv ntawm 13%, thiab nws tseem tab tom qhia qhov nce ntxiv mus tas li.
Kev lag luam feem ntau muaj kev cia siab txog cov tshuaj phosphorus tshuaj lom neeg kev lag luam kom tswj tau lub zog loj. Raws li kev txheeb xyuas ntawm Chuancai Securities, cov hauv qab no txhawb kev lag luam' qhov zoo:
Lub tsheb tshiab lub zog hluav taws xob tau nthuav dav, thiab lithium hlau phosphate txuas ntxiv txhawb kev thov rau cov khoom siv tshuaj phosphorus
Tau txais txiaj ntsig los ntawm kev lag luam tsheb lub zog tshiab, kev nqis peev hauv tsev xav tau rau lithium hlau phosphate muaj zog. Nyob rau thawj ib nrab ntawm 2021, qhov kev tsim tawm tshiab hauv tebchaws lithium hlau phosphate cathode cov khoom tsim muaj peev xwm tsim khoom ntawm ze li 1.5 lab tons hauv ib xyoos, nrog kev nqis peev tag nrho ntau dua 40 billion yuan, thiab cov khoom lag luam ntawm lithium iron phosphate kuj suav nrog ntau dua 50% ntawm tag nrho cov zis ntawm lub roj teeb fais fab. Thaum Lub Xya Hli 27, Musk tau hais tias yav tom ntej, Tesla lub roj teeb muaj pes tsawg yuav hloov, thiab 2/3 ntawm cov roj teeb lithium iron phosphate yuav siv. Nws tau kwv yees tias kev thov rau lithium iron phosphate hauv Suav teb yuav ntau dua 2 lab tons hauv xyoo 2025, nrog rau kev loj hlob txhua xyoo ntau dua 50%, uas yuav ntxiv kev thov rau monoammonium phosphate muaj qib, qib phosphoric acid thiab phosphate pob zeb.
Kev lag luam tshuaj lom neeg lub caij nplooj zeeg yuav los sai sai no, thiab kev thov hauv tsev rau phosphate chiv txuas ntxiv mus. Tam sim no phosphate chiv ua lag luam muaj kev vam meej
Kev cuam tshuam los ntawm kev ua lag luam chiv lub caij nplooj zeeg caij nplooj zeeg tom ntej, kev nqes peev hauv khw muag khoom thiab cov khoom lag luam muaj zog, cov tuam txhab thiab cov khoom lag luam hauv ntiaj teb muaj keeb kwm qis, cov khoom siv tau nruj, thiab cov kab mob sib kis tau cuam tshuam rau cov peev txheej tsim tawm txawv teb chaws, thiab cov xwm txheej xa tawm ntawm phosphate chiv txuas ntxiv mus txhim kho Raws li Cov ntaub ntawv cua, tag nrho cov ntim xa tawm ntawm monoammonium phosphate txij Lub Ib Hlis txog Lub Rau Hli 2021 yog 1.895 lab tons, nce ib xyoos ib xyoos nce ntawm 53.29%; tag nrho cov ntim xa tawm ntawm diammonium phosphate yog 2,189,200 tons, nce xyoo-rau-xyoo nce ntawm 38.77%. Kev lag luam nqes hav xav tau phosphate chiv nyob rau hauv kev lag luam tshuaj phosphate xav tias yuav txuas ntxiv mus.
Kev txiav fais fab hauv Yunnan, tus nqi phosphorus daj tseem nyob siab
Muaj kev cuam tshuam los ntawm kev txo hwj chim hauv Yunnan, kev muab cov phosphorus daj txuas ntxiv mus rau qhov txwv, thiab tus nqi tseem nyob siab. Raws li cov ntaub ntawv los ntawm Baichuan, txij li Lub Xya Hli 28, tus nqi siv hauv tsev ntawm daj phosphorus yog 24,101 yuan/tuj, nce 26.5% los ntawm 19,045 yuan/tuj thaum pib lub hlis. Kev nce nqi ntawm cov khoom siv raw txhawb nqa kev ua haujlwm qib siab ntawm kev lag luam tshuaj phosphorus, uas muaj txiaj ntsig zoo rau kev txhim kho txuas ntxiv ntawm kev ua haujlwm ntawm kuv lub tebchaws'
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