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专家预警Q全球锂d甉|面断供风险
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<p class="article-info clearfix">
<span class="l time">2020/4/7 10:50:28</span>
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<a class="layui-btn layui-btn-normal">我要询h</a>
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<p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;">据外媒报道，q日Q锂d甉|行业的专业信息提供商BenchmarkMinonalIntelligence发布了一份报告，内容昄Q新冠肺炎疫情的爆发Q导致整个锂d甉|供应铄放~，q已危及到全球各地的生和用?/p><div class="img_wrapper" style="margin: 40px 0px; padding: 0px; text-align: center; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"><img id="0" src="http://n.sinaimg.cn/spider202047/365/w700h465/20200407/c930-irtymmw7999771.jpg" alt="专家预警Q全球锂d甉|面断供风险" style="margin: 0px auto; padding: 0px; border-width: 0px; display: block; max-width: 640px;"/><span class="img_descr" style="margin: 5px auto; padding: 6px 0px; line-height: 20px; font-size: 16px; display: inline-block; zoom: 1; text-align: left; font-weight: bold;"></span></div><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"> 其中Q澳大利亚作为锂的主要生产国Q要求采矿和勘探公司协会的成员严格注意洲际旅行限Ӟ在南洲Q智利实施了全国o、圣C哥部分地区处于隔ȝ态、阿根h在全国范围内实施隔离措施Q在非洲Q由于南非的边境和港口关闭，加上原材料钴的生产国刚果实施隔离政策Q钴的供应面临中断?/p><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"> 到目前ؓ止，虽然q没有太多关于电池原材料或正负极材料出现重大供应短缺的消息，但据Benchmark的数据显C，q主要是因ؓ2019q行业供应过剩，刚好在这D|间消除了部分库存。但是，q输限制和物滞后等原因Q全球甉|产业链上的h员都对原材料供应和向客户交付成品的能力感到担忧?/p><div class="img_wrapper" style="margin: 40px 0px; padding: 0px; text-align: center; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"><img id="1" src="http://n.sinaimg.cn/translate/366/w700h466/20200407/a9ac-irtymmw8000173.jpg" alt="专家预警Q全球锂d甉|面断供风险" style="margin: 0px auto; padding: 0px; border-width: 0px; display: block; max-width: 640px;"/><span class="img_descr" style="margin: 5px auto; padding: 6px 0px; line-height: 20px; font-size: 16px; display: inline-block; zoom: 1; text-align: left; font-weight: bold;"></span></div><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;">从上游来看，国知名的锂生商Albemarle表示Q疫情对于公司的财务产生了重大媄响，预计W一季度利润同比d下降20%?5%Q上半年同比下降15%?0%Q这在很大程度上与疫情期间的物流限制有关?/p><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"> 专注于矿业和能源研究的业内h士认为，全球物流都会随着疫情而变慢，企业可能会考虑如何收紧供应链，以便从更q的地方获取雉件。同Ӟ汽R刉商的电池制造本地化、电动汽车组装本地化{趋势会加快Q而这些将“改变国际物的游戏规则”?/p><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal;"> 甉|产业链上企业的焦虑不单单停留在他们所处的单一行业。这些企业和个h对于疫情期间及疫情结束后的电动汽车、电池存储、消Ҏ术行业以及长途运输等环节增强了洞察力?/p><p style="margin-top: 0px; margin-bottom: 30px; padding: 0px; color: rgb(77, 79, 83); font-family: "Hiragino Sans GB", "Microsoft Yahei", "STHeiti Light", SimSun, Arial, sans-serif; font-size: 18px; letter-spacing: 1px; white-space: normal; text-align: right;"> <span style="font-size: 12px;">Q本文来自于汽R之家Q?/span></p><p><br/></p>
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