推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 中泰證券近日發(fā)布策略報(bào)告認(rèn)為，2018年1-4月新能源汽車消耗碳酸鋰5447.3噸、金屬鈷1326噸。根據(jù)節(jié)能網(wǎng)裝機(jī)電量數(shù)據(jù)，對2018年1-4月份新能源汽車對鈷和鋰的使用量做了測算。
假設(shè)條件：①工業(yè)情況下，LPF電池1kwh電池容量對應(yīng)碳酸鋰的用量為0.57kg；②工業(yè)情況下，NCM電池1kwh電池容量對應(yīng)碳酸鋰的用量為0.73kg；對應(yīng)金屬鈷的需求量為0.26kg；③工業(yè)情況下，LMO電池1kwh電池容量對應(yīng)碳酸鋰的用量為0.55kg；④假設(shè)2018年1-4月份裝機(jī)三元電池類型均為NCM。根據(jù)模型測算，2018年1-4月份裝機(jī)電池消耗碳酸鋰5447.3噸、金屬鈷1326噸。
鈷價(jià)或?qū)⒂|底回升。隨著動(dòng)力電池淡季逐漸過去，下游大型電芯廠開工率已有所提升。另外，隨著新車型的量產(chǎn)上市，5月下旬電池廠將進(jìn)入原料補(bǔ)庫階段，鈷價(jià)或?qū)⒂|底回升，甚至?xí)^續(xù)創(chuàng)出歷史新高。另外，嘉能可旗下鈷礦公司頻陷法律訴訟，KCC復(fù)產(chǎn)不確定性仍未消除，疊加未來隨著新礦法的執(zhí)行，上游成本的增加將進(jìn)一步支撐鈷價(jià)上行。
碳酸鋰需求或即將回暖，高鎳三元趨勢愈發(fā)明確：經(jīng)歷過4月份傳統(tǒng)淡季，部分原材料廠家以低價(jià)競爭市場致碳酸鋰價(jià)格出現(xiàn)階段回調(diào)，進(jìn)入5月份以來，低價(jià)鋰原料已逐漸被消化。隨著動(dòng)力電池淡季逐漸過去，碳酸鋰需求將逐步回暖。
另外，隨著高鎳三元正極材料2018年在3C市場的率先規(guī)?；瘧?yīng)用，2019年在動(dòng)力電池上會(huì)規(guī)?；瘧?yīng)用，高鎳三元趨勢愈發(fā)明確，氫氧化鋰的需求將不斷走高，景氣度也或?qū)⒉粩嗌闲小?/p>
