文｜24潮

lixingshisihubiandegengjiayanjun。

8yue2ri，lc（tansuanli）2408baoshou7.99wanyuan/dun，jinnianyilaidiefuwei26.97%，chixushuaxinshangshiyilaixindi；tongyiri，shanghaiganglianfabushujuxianshi，jinridianchijitansuanlijiagejiaoshangcixiadie1000yuan，junjiabao7.95wanyuan/dun，zheijinhushuaxinlesannianduo（2021nian2yue24ri）yilaidezuidijia。

lingju24chaochanyeyanjiuyuan(ttir)tongji，muqianyifabu2024nianshangbannianyejiyugaode7jialishangshigongsiyinglinengliquanxianjujiang，shangbannianhejikuisun（guimujinglirun）39.85yiyuan-31.50yiyuan，tongbixiajiangle121.86%-112.42%，qizhonglikuangshuangxiongzhongdetianqiliyekuisun55.30-48.8yiyuan，ganfengliyezekuisun7.6-12.5yiyuan。

zaixinnengyuanqiangshijueqidebeijingxia，zuoweiguojiajizhanlveziyuan，lijiademeiyilunjuliebodong，jihudouhuiyinfayilunshichangguanzhuyuzhengyifengbao。

huiguguoqushinianlijiadeyanjinlicheng，qijianlijingduolun “niuxiong” zhouqidexili，meiyilunzhouqibianhuadouduichanyegejuchanshengleshenyuanyingxiang。jiuqiyuanyin，jihudoushiyougongxuguanxijuliebianhuasuodaozhide，jiyidanshichanggongxuguanxifashenggaibian，jiageyidinghuizaixianshizhongkuaisufanying，zheijiushizhouqideliliang。

zhongsuozhouzhi，2023niankaishilichanyegongxujiegouyijingfashenglegenbenxingzhuanbian，jutieryan，zijindajujinrushangyoujiasuchannengshifangdeqingkuangxia，xiayoudexuqiuquebingweitongbuzengzhang，daozhizhenggelidianchanyeliandouxianruchannengguoshengzhuangtai，jinerxingyeneijuanjiaju，xinnengyuanxingyemianlincankuxipai，suoyijinhuyizhideyuqidaozhishichangduilijiadexiadiehaowudikangli。

lijiadeduanqishichangbodongjihunanyiyuce，danzhangqiqushiyidinghaishiqujueyugongxuguanxidebianhua。benwenzhizaitongguoduiweilaigongxushujudezhengliyufenxi，yuduzhepengyoutantao “lijiajinyibuxiadiekongjianjixiayilunniushiqidian” zheiyiwenti，yizaipaozhuanyinyu，jingongcankao，yehuanyingduzhepengyouyuyibuchong、zhizheng，shenzhipiping。

根据安泰科的数据，2023年全球锂资源开发量约105万吨LCE（碳酸锂当量，同下），同比增加40%。其中澳zhouchanliangwei38wandunlce（zhanbi36.2%），nanmeiyanhuchanliang26wandunlce（zhanbi24.8%），zhongguochanliang23wandunlce（zhanbi21.9%），feizhouchanliang5wandunlce（zhanbi4.7%）。

genjuyijiduyunxingqingkuanglaikan，ciqianyixiegaochengbenaozhoukuangshanyixuanbujianchan，genjuantaikedetongji， finniss、greenbushes、cattlin、wodginadengxiangmuchanliangruqixiahua，aodaliyaq1zhengtihuanbichanliangyuexiahua12.3%。shangbannianaokuangjianchanzhiyuedezhuyaoshixiaobufengaochengbenchanneng，jiangbenzengxiaojiangchengweiaokuangzhuyaofangxiang，bingweiduimuqiangongjiguoshengdejumianchanshengtaiduoyingxiang。

danyuzhixiangfandeshi，feizhoukuangtouchanjindubijiaoleguan，shangbanniandabufenzhongzikuangshanzaijinbabuweiheniriliyadexiangmushunlituijin，huayouguye、zhongkuangziyuan、shengxinlinengdengziyouhaiwaijingkuangziyuanzhubufayunhuiguoneigongchang， yuedujinkouliangyue10wandun。

genjuantaikedeshuju，2024nianfeizhoulijingkuangchanliangjiangtupo100wandun，zhehetansuanlidangliang16wandunzuoyou，2025nianlijingkuangchanlianghuojiangdadao200wandunyishang，zhehetansuanlidangliangjin30wandun。feizhouyijingchaoyuebaxi，chengweijiaodaliyayihouwoguodierdalihuishijinkoulaiyuan。

ciwai，genjuwukuangzhengquanyanjiusuodetongji，2024-2026nianyujiquanqiuxinzengliziyuanchanneng104.19wandunlce，zhuyaoyizhongguo、agentingyanhuweizhu：24-26nianagentingjizhongguodengdichengbendeyanhuziyuanzhujiantouchan。

shishishang，24niannanmeiyanhuchannengzhengzaijiasutoufang，sqmnianneichannengyouwangtishengzhi24wandun，quannianshengchanzhiyin21-22wandun，yujirengjianggongxiannanmeidanxiangmuzuidazengliang；erganfengliyedecauchari-olarozyanhuyijingtouchan，nianzhonghoutansuanlichannengyouwangtishengzhi4wandun，quannianchanliangmubiao2-2.5wandun。

muqianchanliangzuidadeyijiushialbhesqmzaizhilideatacama（atakama）yanhu，danzenglianggengduodeshilaiziyuagenting，baokuoganfengliye、zijinkuangye、arcadium（akadimu）、aihemandengzaineideqiyedouzaiagentingyoubuju，qiejizhongzai2024niantouchan，jiangdailaijiaodadezengliang。agentingsigexinlikuangjiangzai2024xiabannianluxutouchan，zheijiangshiagentingdelinianchannengdafuzengjia79%，dadao20.2wandun。

genjuantaikedetongji，2023nianzhiliheagentingfenbiechanchu23.3he4.5wandunlce，yuji2024nianfenbiechanchu25he10.4wandunlce，tongbizengzhang7%he131%。

guanguoneishichang，muqianguoneiyanhutilixiangmuyezhengbuduantuijin。xizangkuangyechenggongsiqixiazhabuyeerqitansuanlixiangmuyijingkaishishishengchan，jiangxinzengdianchijitansuanli9600dun/nian，gongyejitansuanli2400dun/nian。ciwai，lankeliyenianchan2wandunlcedechaerhanyanhuxiangmujiangyuxiabannianluxutouchan，yuji2024niangaigongsitansuanlichanliangyue4wandun。genjuantaikedetongji，yuji2024nianguoneiyanhuchanliangyujizengzhi13.5wandunlce，tongbizengzhang18.4%。

zongshangfenxi，zailikuangciluntouzizhouqizhong，jiageshangxingcijidezibenkaizhijiangluxuduixian，bizhefenxirenwei，2024-2025nianjiangshiquanqiulikuang（hanlushui）channengjizhongshifangqi，qizhongnanmei、feizhouyijiguoneidengxinzengxiangmuluxutouchanpapo，rengjianggongxianjiaoduozengliang。tebieshi2023niandegongjizengliangruoyu2022niandideyuqi，zheibufenchannengyejianghouyizhi2024-2025nianshifang。

zaizhongxingyuqixia，antaikeyuji2024nianquanqiuliziyuanzengliang35wandunlce，qirenggaoyudangnianxiaofeizengliang14dunlce，2024nianguoshengliangyuewei25wandunlce。（wenmofulu：quanqiuzhuyaoliziyuanfenbutu）

muqiandonglidianchi（baokuoxinnengyuanqiche、lianglunche）hechunengdianchidayuenengzhandaoliziyuanxiaohaode70%，zheiyeshiweilailiziyuanxuqiuzuidadelianggelingyu，bawozhuzheilianggelingyudexuqiubianhua，jiujihuzhangwoleweilailijiadefangxiangyuqushi。

jiumuqianzhengtigejueryan，donglidianchiduilixuqiudeladongrengranzhanjujueduiweizhi，zaiquanqiuzhuyaoshichangshang，zhongoumeisandaquyudexinnengyuanqichezhanjushichangdejuedabufenbili，zhongguoguoneixiaoliangzhandaoquanqiuxiaoliangde60%yishang，qiciweiouzhouzhanbijin20%，meiguoshichangzhanbiyuewei10%。danweilaixinnengyuanqichezengsufanghuanjihuyishixingyegongshi。

genjusmmshujuxianshi，2024nian1-6yue，oumeishichangjunbujiyuqi，ouzhoushichangxinnengyuanqichexiaoliangwei118.2wanliang，tongbixiahua14%；meiguoshichangxinnengyuanqichexiaoliangwei78.7wanliang，tongbizengsujinwei14%。jinyibufenxiyuanyin，2023nianyilai，ouzhouduoguoshoujinxinnengyuanqichebutiezhengce，diejiayuancailiaozhangjiadengyingxiang，shiqixinnengyuanchedexiaoliangzengsuxianzhufanghuandehexinyuanyinzhiyi；ermeiguobentucheqichixuxuejiandiandongchezhichu，xinchexingyanqixianxiangyanzhong，yedaozhimeiguoshichangzengsupiruan。

guoneishichang，2024nianshangbannianxinnengyuanqichechanxiaofenbiewancheng492.9wanlianghe494.4wanliang，tongbifenbiezengzhang30.1%he32%，shichangzhanyoulvdadao35.2%。suizheshentoulvdebuduantisheng，weilaijiangsushiheliqiebirande。

wukuangjingjiyanjiuyuanrenwei，2022nianwoguoxinnengyuanqicheshentoulvyijingdadao25.6%，ruguomeiniandoubaochi100%dezengsu，2024nianjiujibenjiangshixian100%shentou；ruguomeinianzengsujiangzhi50%，yejiangyu2026nianshixian100%shentou。gengheliyuxianshidefazhanqushishizengsubuduanxiahua，zengsuxiahuayujiasushentoubingbumaodun。

youqishi，youyudiyuanzhengzhihemaoyibaohudengyuanyin，woguoxinnengyuanqichechukoushouxianxianxiangjiaoweiyanzhong，juzhongguoqichegongyexiehui(caam)koujingshujutongjixianshi，2024nian1-6yueguoneixinnengyuanqichechukou60.5wanliang，tongbizengzhang13.2%，erquniantongqizengsuwei154.97%。

bansuizheoumeitongguojiazhengguanshuihuojinzhihezuodefangshiduizhongguoqichehedianchichukoushexiazhongzhongzhangai，zunaozhongguoqiyechuhaijingzheng，yujihouxuchukoufangmianrengjiuyouyidingyali。

suizhequanqiuduitanpaifangdeguanzhujiaju，yijitanzhonghecelvedebuduanjiaqiang，chuantongdehuashiranliaonengyuantixizhengxunsuxiangyiqingjieheditankezaishengnengyuanweihexindejiegouzhuanxing。zaicidabeijingxia，chunenglingyuzhanxianchuleqiansuoweiyoudezengzhangshitou。chunengchengwei2023nianzengsuzuihaodelingyu，shilixiayoudedierdaxuqiuchanye，zhanbiyue15%。

zongheevtank、yiweijingjiyanjiuyuan、iccxinluozixundengjigoushuju，2024nianshangbannianquanqiuchunengdianchichuhuoliangda130gwh，tongbizengzhang35%，zengsujiao2023niantongqiyuexiajiangle38.4gebaifendian。

2024nianshangbannianchunengdianchidexiahuazhuyaoyuhaiwaishichangdezengsufanghuanxiangguan，ouzhoushichangrengzaixiaohuakucun，meiguoshichangdezhuangjijinduyousuotuichi，qitaxinxingshichangduixuqiudegongxianyouxian，zhengtihaiwaichunengxuqiuyijiudimi。qizhongerjiduouzhouhuyongchunengjinglileqianqiqukucundejieduanhou，xuqiuyousuohuisheng，raner，ouzhoubufendiqurengmianlinbutiezhengcezhubuquxiaohedianjiadimidetiaozhan，yincihuyongchunengshichangzaiquefamingxianlihaozhengcedezhichixia，xuqiubaochixiangduipingwen；meiguozuoweiquanqiudierdashichang，qidianlishichangyijingxiangdangchengshu，yincichunengzhuangjizhuyaoyilaishichangqudong，qunianbeimeichunengshichangshoudaolelianbangzhengfujiaxihemouxiechunengbujian（rubianyaqi）jiaofuzhouqiyanzhangdengyinsudeyingxiang，zengsuyousuofanghuan。

lingjuyanjiujigouevtanklianheyiweijingjiyanjiuyuangongtongfabude《zhongguolilizidianchixingyefazhanbaipishu（2024nian）》xianshi，2023nian，quanqiulilizidianchizongtichuhuoliang1202.6gwh，tongbizengzhang25.6%，zengfuxiangduiyu2022nianyijingchengxiandafuduxiahua。congchuhuojiegoulaikan，2023nian，quanqiuqichedonglidianchi(ev lib)chuhuoliangwei865.2gwh，tongbizengzhang26.5%；chunengdianchi(ess lib)chuhuoliang224.2gwh，tongbizengzhang40.7%。genjulishishujujiashejiachunengdianchizengsuweilailiangnianbaochi40%zengsu，donglidianchibaochi25%zengsu，dao2025niandongliyuchunengdianchichuhuoliangruxia：

rushangbiaosuoshi，2024nian，chunengchuhuodayueweidonglidianchide29%，chunengdekuaisuzengzhangduilixuqiuyouyidingdeladongzuoyong，danduanqirengranwufakuaisudedaidonglixuqiudedafuzengjia。congzhangqidejiaodu，weilaichunengdekuaisuzengzhangjiangshidaidonglixuqiutishengdezhongyaoyinqing，zheiyijieduanwomenhuoxuzai2025nianyihounenggoujiandao。

zongshangsuoshu，2024nianlidianchanyexuqiuzengzhangqushifanghuanyishidagailvshijian。

muqianzaiquanshichangyizhiyuqiguoshengdebeijingxia，womenfenxirenweibufengaochengbenkuangduanchannengchuqingshijiagejiandidebijingzhilu，danmuqianlaikan，daguimodejiantingchanrengweifasheng，lijiademodizhilurengranmanzhang。

genjubaichuanshujuxianshi，dangqiantansuanliquanxingyekucunchaoguo12wandun，cangdantupo3.5wandun。quanchanyeliandouzaileiku，tebieshixiayoucailiaochangdekucunshuipinggaoyuwangniantongqi。

zongguanchanyefazhanqushiyubianhua，tansuanlidexiafangchengbenbianjieduizhongqijiagebiandong，shenzhiduiyuchanyegejuzhongsudoujuyoubijiaozhongyaodecankaoyiyi。

jutieryan，genjulichengbenjiagequxian，yanhutilidexianjinchengbenzuijujingzhengli，qichengbenchuyuquxiandezuizuoduan，duoshuyanhutiqudechengbenzai3-5wanyuan/dunfanweinei；qici，gaopinzhidelihuishicaikuangdechengbenyuewei4-6wanyuan/dun，jinsuiqihoudeshigaopinzhideliyunmukuang，qichengbendazhizai6-8wanyuan/dun；erfeizhouziyuandecaikuangchengbenxiangduijiaogao，zhuyaoshouzhiyunengyuanheyunshudegaoangfeiyong，yuguzai7-11wanyuan/dunzhijian。jinguandangqianchengbenfanweijiaogao，dansuizhehouxupeitaosheshiwanshanhejiaotongjichusheshidejinyibuwanshan，zheixiechengbenrengyoukenengjinyibujiangdi；xiangduieryan，dipinzhideliyunmuxiangmumianlinzuigaodechengbenyali，qixianjinchengbenchaochule12wanyuan/dun。

xingyeqihuoyijudangqianhelidegongyingchengbenfenbutu，renweixingyechengbenzhongxinyouwangluozai8-9wanyuan，yicizuochulesizhongqingxingjiashe：

1）24nianjiagechuyu6wanyuan/dun，youxiaogongyingliangyuewei53wandunlce，jiangchengxiangongxujiduanshihengjumian；

2）24nianjiagechuyu8wanyuan/dun，youxiaogongyingliangyuewei98wandunlce，jinyoukenengzaichannengchuqingjieduanchudaciweizhi；

3）24nianjiagechuyu10wanyuan/dun，youxiaogongyingliangyuewei120wandunlce，xingyejibenshixiangongxujinpingheng；

4）24nianjiagechuyu14wanyuan/dunlce，quanqiuyouxiaogongyingliangjiangchaoguo140wandun，shengchanqiyejiangjiasuchannengkuozhang。

muqiantansuanlijiagedaoda8wanyijingchujiyiyichunyunmujifeizhoukuangshandepingjunchengbendezhicheng，8wanbeijinyibujichuanhou，aokuangchengbenxianjiangjieshoukaoyan。muqianyiaozhoukuangqi23q3-24q1gonggaolaikan，gejiakuangqitongguoyouxiankaifafukuangjiangbenxiaoguoxianzhu，danjinyibujiangbenkongjianbuda，ruolijiachixuxiadie，zexukaolvaokuangnengfoushixianchengbenzhicheng。

zongshangsuoshu，muqianshangyouziyuanduanbingweichuxianmingxiandeshousuo，haiwaiaokuangcengzainianchuxuanbujiangdichanliang，danshimuqianlaikanyejinjinshizhiyuelegaochengbendexiangmu。8yuerengshiyanhushengchandewangjizaichengbenyoushixiabuhuijianchan，yitihuashengchanqiyejuliyingkuipinghengxianrengyouyiduanjuli，muqianlaikanwaicaikuanghedipinweikuangtiliqiyechengbendaoguayanzhongjiangzhubutingchan，danduigongyingguimoyingxiangyouxian。

suoyiduanqilaikan，tansuanlizai8yuejiangyanxugongyingguoshengdegeju，ergaoqidekucunyoujiangduixianhuoshichangchanshengjiaodayali，fanyinggongxuguoshengdemaodun，zhengtiqushirengzaizhendangxundideguochengzhong。

zhongzhangqilaikan，womenyujibenlunmodizhiluhuijiaoweimanzhang，gaochengbenxiangmuzhubuchuqingrengxushijian，suizhexuqiudehuifu，tebieshiweilairuguochunenglingyukuaisuzengzhangladonglixuqiudeshifang，shigongxupinghengdadaoxindeguaidian，lijiacaiyoukenengqiwenshangzhang，womenyujilijiaxiayilunshangxingzhouqiyoukenengzai2025nianyihouchuxian。

fu：quanqiuzhuyaoliziyuanfenbutu（zhu：bufenxinxikenengfashengbianhua，huanyingduzhepengyoubuchong、xiuzheng）