War culus oo kasoo yeeray dowladda Shiinaha ayaa gilgilay suuqyada maaliyadda caalamka, kaddib markii shirkadda weyn ee CATL ay si lama filaan ah u hakisay shaqadii mid ka mid ah macdanta lithium-ka ugu waaweyn dalka, taasoo ku taalla gobolka Jiangxi. Go’aanka ayaa sababay in qiimaha lithiumka uu si degdeg ah u kaco, iyadoo saamiyo badan oo la xiriira macdanta iyo baytariyada ay sare u kaceen heerar aan la filayn.
Suuqyadii maaliyadeed ee caalamka, laga bilaabo Mareykanka illaa Australia, ayaa si xawli ah uga falceliyay warkan. Tani waxay muujinaysaa awoodda weyn ee Shiinaha ee suuqyada lithium-ka, gaar ahaan iyadoo baahida warshadaha baytariyada iyo baabuurta korontada ku shaqeeya (EVs) ay sii kordheyso.
Maxay Tahay Sababta Dhabta ah ee Shiinaha u Xayiray Macdanta Lithium?
Sida laga soo xigtay war rasmi ah oo kasoo baxay shirkadda CATL, laysinka qodista macdanta Jianxiawo ee ku taal magaalada Yichun ee dalka shiinaha, wuxuu dhacay 9-kii Agoosto 2025. Shirkaddu waxay sheegtay in macdantu ay xirmi doonto muddo saddex bilood ah iyadoo la sugayo in laysinka dib loo cusbooneysiiyo.
Si kastaba, khubaro badan ayaa aaminsan in arrintani aysan kaliya ahayn arrin sharciyeed. Waxaa sidoo kale la arkaa inay tahay tallaabo siyaasadaysan. Arrintani waxay qeyb ka tahay ololaha dowladda Shiinaha ee “anti-involution,” taasoo loogu talagalay in lagu xakameeyo wax-soo-saarka xad-dhaafka ah, taasoo dhaawacday qiimaha macdanta lithium.
Sida laga soo xigtay Bank of America, macdanta Jianxiawo waxay soo saartaa ilaa 6% lithium-ka guud ahaan dunida. Haddii sahaydaas si degdeg ah loo joojiyo, carqalad ballaaran ayaa la filan karaa. Tani waxay carqaladeyn kartaa isku xirnaanta saadka ee lithium-ka.
Jiangxi Xakameynta Suuqyada Lithium ee Shiinaha iyo Saameynta Xiritaanka Macdanta
Gobolka Jiangxi, oo si weyn loo yaqaan “caasimadda lithium-ka ee Shiinaha,” ayaa noqday bartilmaameedka ugu weyn ee hay’adaha kormeerka. Dowladda hoose waxay hadda bilowday baaritaanno lagu eegayo dhammaan shirkadaha macdanta qoda ee Yichun. Shirkadahan waxaa la faray inay soo gudbiyaan warbixinno buuxa oo ku saabsan kaydka ay hayaan, waxaana loo baahan yahay inay sameeyaan marka bisha Sebtembar 2025 la gaaro.
Intaas waxaa dheer, gobolka Qinghai ee Shiinaha ayaa amray in shirkadda Zangge Mining gabi ahaanba la joojiyo. Tani waxay dhacday kaddib markii shirkaddu lagu eedeeyay qodid sharci darro ah. Waxaana muujinaya in xakameynta dowladda aysan ku ekaan doonin hal gobol; halkii, waxay saameyn kartaa dalka oo dhan.
Xiritaanka Macdanta Lithium ee Shiinaha Saameynta Qiimaha Lithium iyo Suuqyada Caalamka
Isbeddelka lama filaanka ah ee kasoo baxay Shiinaha wuxuu sababay in qiimaha lithium uu kor u kaco isla markiiba. Qiimaha lithium carbonate futures ee Guangzhou Futures Exchange ayaa gaaray xadka ugu sarreeya ee maalintii, taasoo ah 8%. Intaas waxaa sii dheer, qiimaha lithium-ka ayaa ka kacay 75,000 yuan ilaa 81,000 yuan hal maalin gudaheed.
Qiimaha Lithium ee Caalamka oo Kor U Kacay Falcelinta Suuqyada Caalamka
Albemarle Corporation (USA): +9.86% ($75.48 → $82.92)
Tianqi Lithium (Hong Kong): +19%
Ganfeng Lithium (Hong Kong): +21%
PLS Ltd. (Australia): +19%
Liontown Resources (Australia): +25%
Maalgashadayaashu waxay u muuqdeen inay si degdeg ah u dalbadeen saamiyada shirkadaha aan Shiinaha ahayn, iyagoo filaya in yaraanta sahayda Shiinaha ay kor u qaadi doonto qiimaha shirkadaha kale.
Mustaqbalka Lithium-ka Fursadaha Maalgashi iyo Saameynta Suuqa
Lithium-ka ayaa noqday laf dhabarta warshadaha tamarta nadiifka ah, gaar ahaan baytariyada EV-ga iyo qalabka elektarooniga ah. Waxaana la filayaa in baahida lithium ay laban-laabanto tobanka sano ee soo socota. Taas waxay ka dhigan tahay in isbeddel kasta oo ku yimaada sahayda uu si weyn u saameyn karo suuqyada.
Intii u dhaxaysay 2022 illaa horraantii 2025, qiimaha lithium-ka wuxuu hoos uga dhacay ku dhowaad 90%. Tani waxay dhaawacday faa’iidada shirkado badan. Hase yeeshee, dowladda Shiinaha waxay u muuqataa inay si xeeladaysan u isticmaasho awooddeeda suuqa. Waxay ku dadaalaysaa in ay dib ugu xakameyso qiimaha, iyadoo yareyneysa wax-soo-saarka.
Falanqeeyayaasha sida Matty Zhao ee Bank of America ayaa sheegay in “qiimaha lithium muddada dhow uu leeyahay koror weyn.” Tani waxay muujineysaa suurtogalnimada in faragelinta dowladda Shiinaha ay sii socoto.
Fursadaha Maalgashi ee Lithium Ma Halgan Caalami Ah Ayuu Yahay?
Inkasta oo tallaabooyinka Shiinaha ay keeni karaan fursado maalgashi oo cusub, gaar ahaan kuwa ka baxsan Shiinaha, haddana waxay sidoo kale abuuri karaan halis ballaaran. Haddii xakameynta lagu sii ballaariyo dhamaan gobolka ama dalka oo dhan, waxay carqaladeyn kartaa baahida sii kordheysa ee lithium-ka, taasoo halis ku noqon karta warshadaha EV-ga iyo tamarta nadiifta ah.
Si kastaba ha ahaatee, haddii aad tahay mid sameyaa maalgashi ama daneyneysid dhaqaalaha digitalka ah iyo baytariyada korontada, waa waqti muhiim ah oo lagu qiimeeyo sida ay Shiinaha ugu leedahay saameyn suuqyada lithium-ka ee caalamka.
Fursad Dahabi Ah? Sida Xiritaanka Macdanta Lithium u Saameynayo Suuqyada iyo Maalgashiga
Go’aanka CATL ee lagu xiray macdanta lithium-ka ayaa dhaliyay dood badan oo ku saabsan mustaqbalka sahayda lithium ee dunida. Marka laga eego dhinaca maalgashiga, tani waxay noqon kartaa fursad uu suuqgu ku muujiyo dareen cusub, iyadoo ay tahay in laga feejignaado si loo fahmo sida siyaasadda Shiinaha ay u saameyn karto suuqyada muhiimka ah.
