Đằng sau cơn sốt Lithium ở Trung Quốc

cuộc chiến đấu thầu nổ ra khi các nhà sản xuất nhắm tới nguồn Lithium trong nước nhằm giảm phụ thuộc vào nguồn nhập khẩu.


Even China’s leading vehicle battery maker, Contemporary Amperex Technology Co. Ltd., found itself at the mercy of (kiểm soát hoàn toàn) the mines producing this essential metal, which has multiple industrial applications (ứng dụng).

[...] Following a surge that lasted several months, the price of lithium then suddenly nosedived (giảm). This meant that after expanding production multiple times, China’s vehicle battery manufacturers (nhà sản xuất) faced massive surpluses (thặng dư) and severe product similarity. Since the start of 2023, the cost of lithium carbonate has dropped back to previous levels. On Aug. 24, the spot price of domestic (dân dụng) battery-grade lithium was 220,000 yuan a ton, down 22.8% on the previous month and a 62.7% decrease from the peak of 591,000 yuan a ton in November.

[...] China, Japan, the United States, the European Union, and Australia have all listed lithium as a strategic resource (tài nguyên chiến lược). “Lithium will always be valuable as a resource,” says Zhao Yong, CEO of Saidemei, an environmental protection technology company. He points out that China is the world’s largest consumer of lithium resources, yet it is 80% dependent on imports. This heavy reliance (phụ thuộc) on the global market creates uncertainties (không chắc chắn) when it comes to ensuring the nation’s lithium supply (nguồn cung).

source: Sixth Tone,

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