边锋游戏

高镍电池来袭,镍价还能冷静多久?
发布时间:2019-06-25 12:16:00


“GAONIEHUADEQUSHIDAOLAI,JIAGEZAISHUAXINGAO...”YINIANQIAN,ZAIBEIYUWEI“GAONIE811ZHENGJICAILIAODIANCHILIANGCHANYUANNIAN”DE2018NIAN,NIEJIACENGBENZHI106520YUAN/DUN,ZHENGTISUIYOUBODONGDANBEIPUBIANKANHAO,LIHAOXIAOXIPINPIN。ERRUJIN,BEIGUANYUQICHENGWEI2019NIANDENIEJIAZHUXUANLV,4YUEFENYIDIEPO10WANYUAN/DUN,CHENGZHENDANGPIANRUOZOUSHI。


边锋游戏GAONIEDIANCHIDEFAZHANQUSHIZAOYIBUSHIXINWEN,BAOMAX1CHADIANSHIHUNHEDONGLI、GUANGQIAion S、JIHEA...ZHEIXIEXINCHEXIANHOUDAZAISHANGLENINGDESHIDAI811DIANCHI。JINNIANXIABANNIAN,YULAIES6、XIAOPENGP7DENGCHEXINGYEJIANGLUXUTUICHU811CHEXING。


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动力电池中的镍金属,应用形式为硫酸镍,NiSO4·6H2O。所以,需要将镍和硫酸镍区别看待。两者的用途不尽相同,全球2/3的初级镍矿都用于不锈钢的生产,而硫酸镍主要是用在电镀和电池方面(电池级硫酸镍占比80%)。


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震荡的镍价,811拉动力暂时较弱


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不过,需求端的带动有望将镍价维持在一个相对不错的水平。不锈钢产业的需求依旧是主力,动力电池行业的硫酸镍需求会持续增加。数据显示,2019年5月我国新能源汽车生产约11.1万辆,同比增长29%,环比增长4%;动力电池装机总电量约5.68GWh,同比增长26%,环比增长5%。


边锋游戏JIUMUQIANERYAN,DONGLIDIANCHIXINGYEDUIYUNIEJIADELADONGLIBIJIAORUO,XUQIUDUANYIJIUCHUYUQIBUJIEDUAN,BUXIUGANGCHUANTONGLUOJIRENGHUIJUEDINGNIEJIABODONGQUJIAN。YIJUHUAGAIKUO,SHANGYOUGONGJIDEZENGSUYOUXIAN,XIAYOUDEBUXIUGANGYUDONGLIDIANCHIXUQIUWENJIANZENGZHANG。


边锋游戏DUICI,ZHENLIYANJIUSHOUXIFENXISHIMOKEXIANGQICHESHANGYEPINGLUNJIZHEFENXICHENG:“811DIANCHIDEFAZHANHAICHUYUQIBUJIEDUAN,DUINIEJIADEYINGXIANGBINGBUDA,BUGUOSUIZHEWEILAIDEPUJI,ZHUBUJIANGDUINIEJIADELASHENGQIDAOTUIDONGZUOYONG。”


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硫酸镍,三元锂电池的核心


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边锋游戏NIEJIAYIJIUZHENDANG,GAONIEDIANCHILAZHANGNENGLIZANSHIYOUXIAN,DANQIANLIWUXIAN。CONGZHANGYUANKAN,XUQIUDUANYEXUJIANGMIANLINBUDUANDEXINJIEGOUDIAOZHENG。


稿件来源: 汽车商业评论
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