Pri a nan Cobalt, ki se pre relasyon ak batri a pouvwa ak endistri elektwonik konsomatè, te sou ogmantasyon an.
Pri referans cobalt estabilize epi ogmante depi 30 septanm, apre yon sik volatilite soti nan mwa fevriye rive septanm 2021, dapre done biznis yo bay. Pa 25 janvye 2022, li te fèmen nan 505,700 Yuan / tòn, moute 32.52%.
Nan repons, Ye Yindan, yon chèchè nan Bank of China Research Institute, te di nan yon entèvyou ke nan pèspektiv nan ekipman pou ak demann, ogmantasyon nan resan nan pri Cobalt se sitou afekte pa de faktè.
Premye a tout, akòz pandemi COVID-19, anbake mondyal la jeneralman limite, e gen gwo obstak nan transpò kobalt an 2021. Nivo stock kobalt mondyal la kontinye ap bese. Kòm nan 14 janvye 2022, nivo total stock LME Cobalt mondyal la se apeprè 2.51 milyon tòn, desann sou 44.3% depi nan konmansman an nan 2021. Nan Novanm 2021, envantè domestik elektwolitik cobalt la te sèlman 150 tòn, desann 66.7% soti nan fen a. nan ane pase.
Second, downstream demand is strong. Gradual increase in the second half of 2021 shipments of electronic products, such as laptop shipments from about 10% during the first half of the above, 3 c battery demand increased, at the same time, according to the China association of automobile manufacturers, as of December 2021, the new energy car sales reached 3.521 million cars in our country, new energy automobile production and sales data for bright eye, Demand for cobalt from power batteries is also growing rapidly.
Zhou Yi, yon chèchè nan Banyan Investment, te di ke nan kout tèm, byenke ekspòtasyon Kongo, pi gwo pwodiktè Cobalt la, te afekte pa katriyèm tou nan epidemi nan Lafrik di sid, ki te mennen nan yon mank kontinyèl nan matyè premyè. rezèv cobalt nan peryòd ki sot pase a, sitiyasyon an espere fasilite nan sezon prentan 2022.
"Stretching out the timeline, cobalt supply and demand is expected to remain tight throughout 2022, with the price center continuing to rise. After 2023, the overall supply and demand situation should ease with the production of cobalt associated with laterite nickel deposits in Indonesia." "Zhou yi added.
It is reported that the largest downstream demand field of cobalt resources is mainly batteries, of which consumer electronics batteries (such as mobile phone batteries) about 40% of the total consumption of cobalt, power batteries in broad sense about 30%, other downstream carbide and high temperature alloys, etc..
Zhou Yi believes that cobalt, which accounts for about 20% of the cost of consumer electronic batteries, has been under obvious cost pressure. Most of the cost of cemented carbide is cobalt, its downstream precision bearings, precision valve products cost increases with the rise of cobalt prices and the ship is rising; In terms of power batteries, ternary lithium batteries are affected by rising cobalt prices, but the overall impact is small.
& quot, Soti nan yon konparezon konplè, kòm elektwonik konsomatè se sitou yon mache dechanj, konsantrasyon endistri a wo, ak kont batri a pou valè total elektwonik konsomatè se pa wo, kidonk pri a nan transmisyon batri konsomatè elektwonik se pi plis. lis."Pilri pouvwa yo se yon mache k ap grandi rapid ak plis patisipan pase pil elektwonik konsomatè yo, ak pri a nan pil kont pou 40% nan pri veyikil la'. Gen yon lag nan ogmantasyon pri nan pil pouvwa." Zhou Yi te di.
Done piblik yo montre ke jiska kounye a, A-share mache Cobalt plak la (dapre klasifikasyon endistri shenwan) twa konpayi ki nan lis, endistri cobalt hanrui ak endistri cobalt Huayou pibliye rapò anyèl 2021, yo espere rapòte konpayi an'. ;s kwasans net pwofi ane sou ane.
Pou evaliasyon pwopriete sou mache aktyèl la nan plak la ak valè a nan envestisman, HOLDINGS ekite prive, direktè rechèch nan nèt la Liu Youhua nan yon entèvyou ak repòtè yo, te di plak aktyèl la evaliasyon pwopriete jeneral te siyifikativman èstime, supèrpozisyon nan ogmantasyon pri nan lavni nan Cobalt se mare pou amelyore rentabilité antrepwiz, plak cobalt espere pou nan evaliasyon pwopriete ak pèfòmans amelyore doub kondwi soti nan rasanbleman an.
Ye Yindan dakò:"Depi 2020, kwasans demann cobalt nan endistri batri pouvwa a te kesyone akòz twoub',cobalt-gratis' la; wout teknoloji. Kounye a, plak cobalt la se nan yon zòn evaliasyon pwopriete relativman ba apre'cobalt-gratis' la; presyon, kite plas pou kwasans nan lavni. An menm tan an, konsomasyon Cobalt nan sektè batri pouvwa a ap kontinye grandi nan yon pousantaj segondè pandan peryòd 14yèm Plan senkan an menm si'kobalt-gratis' la; wout la pran an kont. Chanjman nan abitid travay ak k ap viv ki te koze pa epidemi an pral kenbe konsomasyon Cobalt nan sektè elektwonik konsomatè a fò ak fleksib."
