<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg"/></p>
<p>锂价正在暴跌，此前在过去几年中曾是表现最好的金属之一。过去三个月，锂价下跌超过 50%，现在处于自 2022 年 1 月以来的最低点。TradingEconomics 的数据表明，碳酸锂的价格为每吨 284,5000 元人民币，较去年高点 590,608 元大幅下跌。</p>
<h2>需求和供应担忧</h2>
<p>随着世界继续接受电动车，锂和镍的表现应该不错。然而，情况并不乐观。正如我在周三的文章中所写，镍价持续暴跌。</p>
<p>锂价暴跌的主要原因有两个。首先，经过几年的投资，行业现在面临过剩的担忧。智利、澳大利亚和阿根廷等国已经加大生产以满足日益增长的需求。</p>
<p>与此同时，正如我在关于津巴布韦美元的文章中提到的，该国的锂库存已跃升至超过 200 万。这一增长发生在该国宣布禁止锂矿出口，以激励本地公司之后。因此，人们担心这些矿石很快会进入市场。一位分析师在一份报告中表示：</p>
<blockquote>
<p>“供应的增加速度快得让你来不及反应。需求依然强劲，但价格已经不可持续一段时间了。”</p>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="750" height="520" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg"/></p>
<p>锂价走势图</p>
<h2>锂需求减弱</h2>
<p>另一个关键问题是电动车的需求似乎正在减弱。例如，特斯拉和蔚来等公司被迫多次降价。经济学的第一条规则是，在需求高涨的时期，公司不会降低价格。在一份报告中，一位分析师告诉彭博社：</p>
<blockquote>
<p>“碳酸锂的价格下降幅度更大，因为今年的供应增长预期与需求情绪减弱相吻合。”</p>
</blockquote>
<p>更糟糕的是，许多电动车公司也表现不佳。周四，福特表示其电动车业务在 2022 年亏损超过 30 亿美元。快速成长的电动车公司 Rivian 在这一年中亏损超过 60 亿美元，而 Lucid 则亏损超过 26 亿美元。</p>
<p>这篇文章的标题是《锂价暴跌，电动车金属面临双重打击》，首次发布在 Invezz 上。</p>

赣锋锂业

<p>锂价在过去三个月内暴跌超过 50%，达到自 2022 年 1 月以来的最低点，交易价格为每吨 284,500 元人民币。这一下降归因于智利和澳大利亚等国的生产增加导致的供应过剩，以及对电动汽车（EV）的需求减弱。包括福特和 Rivian 在内的主要电动汽车制造商报告了显著的亏损，进一步影响了锂的需求。分析师指出，尽管需求依然存在，但由于供应的快速增加，价格已变得不可持续</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg"/></p>
<p>Lithium price is nosediving after being one of the top-performing metals in the past few years. Its price has plunged by more than 50% in the past three months and is now sitting at the lowest point since January 2022. Data by TradingEconomics shows that the price of lithium carbonate was trading at 284,5000 CNY per ton, down from last year’s high of 590,608 CNY.</p>
<div class="lb-trans"><p>锂价正在暴跌，此前在过去几年中曾是表现最好的金属之一。过去三个月，锂价下跌超过 50%，现在处于自 2022 年 1 月以来的最低点。TradingEconomics 的数据表明，碳酸锂的价格为每吨 284,5000 元人民币，较去年高点 590,608 元大幅下跌。</p>
</div><h2>Demand and supply concerns</h2>
<div class="lb-trans"><h2>需求和供应担忧</h2>
</div><p>Lithium and nickel should be doing well as the world continues to embrace electric vehicles. However, the situation is not doing well. As I wrote in this articleon Wednesday, nickel prices have continued to nosedive.</p>
<div class="lb-trans"><p>随着世界继续接受电动车，锂和镍的表现应该不错。然而，情况并不乐观。正如我在周三的文章中所写，镍价持续暴跌。</p>
</div><p>There are two main reasons why lithium prices are crashing. First, there is the ongoing fear that the industry is now getting oversupplied following several years of investments. Countries like Chile, Australia, and Argentina have ramped up production to meet the rising demand.</p>
<div class="lb-trans"><p>锂价暴跌的主要原因有两个。首先，经过几年的投资，行业现在面临过剩的担忧。智利、澳大利亚和阿根廷等国已经加大生产以满足日益增长的需求。</p>
</div><p>At the same time, as I wrote in the article on Zimbabwe dollar <strong>,</strong> the country has seen its lithium stockpiles jump to more than 2 million. This jump happened after the country announced a ban of lithium ore exports in a bid to incentivize local companies. As such, there are fears that this ore will come to the market soon. In a note, an analyst said:</p>
<div class="lb-trans"><p>与此同时，正如我在关于津巴布韦美元的文章中提到的，该国的锂库存已跃升至超过 200 万。这一增长发生在该国宣布禁止锂矿出口，以激励本地公司之后。因此，人们担心这些矿石很快会进入市场。一位分析师在一份报告中表示：</p>
</div><blockquote>
<p>“Supply is coming on stream faster than you can say ‘boo’. Demand remains strong, but prices have been unsustainable for some time now.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“供应的增加速度快得让你来不及反应。需求依然强劲，但价格已经不可持续一段时间了。”</p>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg"/></p>
<p>Lithium price chart</p>
<div class="lb-trans"><p>锂价走势图</p>
</div><h2>Lithium demand easing</h2>
<div class="lb-trans"><h2>锂需求减弱</h2>
</div><p>The other key issue is that EV demand seems to be easing. For example, companies like Tesla and Nio have been forced to slash prices several times. The first rule in economics is that companies never lower prices in a period of elevated demand. In a note, an analyst told Bloomberg that:</p>
<div class="lb-trans"><p>另一个关键问题是电动车的需求似乎正在减弱。例如，特斯拉和蔚来等公司被迫多次降价。经济学的第一条规则是，在需求高涨的时期，公司不会降低价格。在一份报告中，一位分析师告诉彭博社：</p>
</div><blockquote>
<p>“Lithium carbonate prices saw a greater rate of decline as greater supply growth outlook for the year coincides with weaker demand sentiment.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“碳酸锂的价格下降幅度更大，因为今年的供应增长预期与需求情绪减弱相吻合。”</p>
</blockquote>
</div><p>Worse, many EV companies are not doing well either. On Thursday, Ford said that its EV business lost over $3 billion in 2022. Rivian, the fast-growing EV company, lost over $6 billion during the year while Lucid lost over $2.6 billion</p>
<div class="lb-trans"><p>更糟糕的是，许多电动车公司也表现不佳。周四，福特表示其电动车业务在 2022 年亏损超过 30 亿美元。快速成长的电动车公司 Rivian 在这一年中亏损超过 60 亿美元，而 Lucid 则亏损超过 26 亿美元。</p>
</div><p>The post Lithium price is diving as EV metals battle a double whammy appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题是《锂价暴跌，电动车金属面临双重打击》，首次发布在 Invezz 上。</p>
</div>

锂价正在大幅下跌，因为电动车用金属正遭遇双重挑战