China Lithium Hydroxide Production Fell In April, But To Pick Up In May

๊ฒŒ์‹œ๋จ: May 10, 2023 17:14
์ถœ์ฒ˜: SMM
SHANGHAI, May 10 (SMM) - Chinaโ€™s lithium hydroxide output was 23,891 mt in April, down 2% MoM, but up 26% YoY.

SHANGHAI, May 10 (SMM) - China’s lithium hydroxide output was 23,891 mt in April, down 2% MoM, but up 26% YoY. Weak downstream demand resulted in inventory accumulation. Some smelters lowered their production slightly.

With improving price difference between lithium carbonate and lithium hydroxide, the smelting volume of the latter is expected to pick up. SMM forecasts that the domestic lithium hydroxide output will stand at 23,877 mt in May, up 2.1% MoM and 16% YoY.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
8๋ถ„ ์ „
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
๋” ๋ณด๊ธฐ
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„๋ฐฐํ„ฐ๋ฆฌ, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋Œ€๊ทœ๋ชจ ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„ ๋‹จ๊ณ„์  ๋ŒํŒŒ] 2026๋…„ 8์›” 28์ผ, ํ†ˆ๋„๋ฐฐํ„ฐ๋ฆฌ๋Š” 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ์—์„œ ์›จ์ด๋ผ์ด์‹ ์—๋„ˆ์ง€์™€ ํ˜‘๋ ฅํ•˜์—ฌ ์ƒ์‚ฐํ•œ ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€์ด ๋Œ€๊ทœ๋ชจ ์–‘์‚ฐ ๋‚ฉํ’ˆ์„ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ, ๊ณ„ํ†ต์ธก ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜์— ์šฐ์„  ์ ์šฉ๋˜์—ˆ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ, ๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ, ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋“ฑ ๋‹ค์–‘ํ•œ ์‹ ํ˜• ๋ฐฐํ„ฐ๋ฆฌ ๊ธฐ์ˆ  ๋…ธ์„ ์„ ๋ฐฐ์น˜ํ–ˆ์œผ๋ฉฐ, '๋ฆฌํŠฌ-์ˆ˜์†Œ-๋‚˜ํŠธ๋ฅจ + ์ „๊ณ ์ฒด' ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„ ๊ตฌ์ถ•์ด ๊ฐ€์†ํ™”๋˜๊ณ  ์žˆ๋‹ค. ์‚ฐ์—…ํ™” ๊ณผ์ •์€ '๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ๋ฒ” ๊ฒ€์ฆ, ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ๋‹ค์ค‘ ์‹œ๋‚˜๋ฆฌ์˜ค ๋ฐฐ์น˜, ์ˆ˜์†Œ์—ฐ๋ฃŒ ์ƒ์šฉํ™” ๊ฐ€์†'์˜ ๋‹จ๊ณ„์  ์ง„์ „์„ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ํšŒ์‚ฌ์˜ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ํ•ด์™ธ ์ง„์ถœ์„ ๋Œ€ํญ ๊ฐ€์†ํ™”ํ–ˆ์œผ๋ฉฐ, ์ค‘๊ตญ ์™ธ ์ง€์—ญ์˜ ์ฃผ๊ฑฐ์šฉ ์—๋„ˆ์ง€์ €์žฅ์ด ํ•ต์‹ฌ ๋ŒํŒŒ ๋ฐฉํ–ฅ์ด๋‹ค. ๊ตฌ์ฒด์ ์ธ ๋ฐ˜๊ธฐ ์žฌ๋ฌด ๋ฐ์ดํ„ฐ๋Š” ์ „์ฒด ๋ณด๊ณ ์„œ๋ฅผ ์ฐธ์กฐํ•˜๊ธฐ ๋ฐ”๋ž€๋‹ค. ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ.
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[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ์—์ฝ”ํ”„๋กœ๋น„์— , โ€œ์›๋ฃŒ-์†Œ์žฌ-๋ฐฐํ„ฐ๋ฆฌ ์…€โ€ ์ „ ๊ณผ์ • ์•„์šฐ๋ฅด๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€ ๊ตฌ์ถ•, 2027๋…„ ์ƒ์šฉํ™” ๋ชฉํ‘œ]
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[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ์—์ฝ”ํ”„๋กœ๋น„์— , โ€œ์›๋ฃŒ-์†Œ์žฌ-๋ฐฐํ„ฐ๋ฆฌ ์…€โ€ ์ „ ๊ณผ์ • ์•„์šฐ๋ฅด๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€ ๊ตฌ์ถ•, 2027๋…„ ์ƒ์šฉํ™” ๋ชฉํ‘œ]
๋” ๋ณด๊ธฐ
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ์—์ฝ”ํ”„๋กœ๋น„์— , โ€œ์›๋ฃŒ-์†Œ์žฌ-๋ฐฐํ„ฐ๋ฆฌ ์…€โ€ ์ „ ๊ณผ์ • ์•„์šฐ๋ฅด๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€ ๊ตฌ์ถ•, 2027๋…„ ์ƒ์šฉํ™” ๋ชฉํ‘œ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ์—์ฝ”ํ”„๋กœ๋น„์— , โ€œ์›๋ฃŒ-์†Œ์žฌ-๋ฐฐํ„ฐ๋ฆฌ ์…€โ€ ์ „ ๊ณผ์ • ์•„์šฐ๋ฅด๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€ ๊ตฌ์ถ•, 2027๋…„ ์ƒ์šฉํ™” ๋ชฉํ‘œ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ์—์ฝ”ํ”„๋กœ๋น„์— , '์›๋ฃŒ-์†Œ์žฌ-์ „์ง€' ์ „ ์ฃผ๊ธฐ ์•„์šฐ๋ฅด๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€ ๊ตฌ์„ฑ, 2027๋…„ ์ƒ์šฉํ™” ๋ชฉํ‘œ] 2026๋…„ 8์›” 26์ผ, ์—์ฝ”ํ”„๋กœ๋น„์— ์€ ๊ฒฝ๊ธฐ๋„์—์„œ ํ‚ฅ์˜คํ”„ ํšŒ์˜๋ฅผ ์—ด๊ณ  '์›๋ฃŒ-์†Œ์žฌ-์ „์ง€' ์ „ ์ฃผ๊ธฐ๋ฅผ ์•„์šฐ๋ฅด๋Š” '์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ํŒ€'์„ ๊ณต์‹ ์ถœ๋ฒ”ํ–ˆ๋‹ค. ์ด ์‚ฌ์—…์€ ํ•œ๊ตญ ์‚ฐ์—…ํ†ต์ƒ์ž์›๋ถ€๊ฐ€ ์ฃผ๊ด€ํ•˜๋ฉฐ, ์—์ฝ”ํ”„๋กœ๋น„์— ์€ 8์›” ์ดˆ 4๊ฐœ ๊ธฐ์—…๊ณผ ํ•จ๊ป˜ 3๋‹จ๊ณ„ '์Šˆํผ ํ•˜์ฒญ๊ธฐ์—…'์œผ๋กœ ์„ ์ •๋๋‹ค. ํŒ€์—๋Š” ํ•œ๊ตญ์ „์ž๊ธฐ์ˆ ์—ฐ๊ตฌ์›(KETI), ํ•œ๊ตญ๊ณผํ•™๊ธฐ์ˆ ์—ฐ๊ตฌ์›(KIST), ํฌํ•ญ๊ณต๊ณผ๋Œ€ํ•™๊ต(POSTECH), ํ•œ์–‘๋Œ€ํ•™๊ต ๋“ฑ์ด ์ฐธ์—ฌํ•œ๋‹ค. ์—์ฝ”ํ”„๋กœ๋น„์— ์€ ๊ณ ์ˆœ๋„ ํ™ฉํ™”๋ฆฌํŠฌ ๊ธฐ๋ฐ˜์˜ ํ™ฉํ™”๋ฌผ๊ณ„ ๊ณ ์ฒด ์ „ํ•ด์งˆ์„ ๊ฐœ๋ฐœํ•˜๊ณ , 2027๋…„๊นŒ์ง€ ํ™ฉํ™”๋ฌผ๊ณ„ ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์šฉํ™”๋ฅผ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. ์—ฐํ•ฉ๋‰ด์Šค ๋“ฑ ํ•œ๊ตญ ์–ธ๋ก ์ด 8์›” 31์ผ ๋ณด๋„ํ–ˆ๋‹ค.
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[SMM ๋ถ„์„] ์ค‘๊ตญ ์ค‘๋‹ˆ์ผˆ ์ˆ˜์š” ๋‘”ํ™” ์ „๋ง, ์ „๊ตฌ์ฒด ๊ฐ€๊ฒฉ ํ•˜๋ฝ
34๋ถ„ ์ „
[SMM ๋ถ„์„] ์ค‘๊ตญ ์ค‘๋‹ˆ์ผˆ ์ˆ˜์š” ๋‘”ํ™” ์ „๋ง, ์ „๊ตฌ์ฒด ๊ฐ€๊ฒฉ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] ์ค‘๊ตญ ์ค‘๋‹ˆ์ผˆ ์ˆ˜์š” ๋‘”ํ™” ์ „๋ง, ์ „๊ตฌ์ฒด ๊ฐ€๊ฒฉ ํ•˜๋ฝ
[SMM ๋ถ„์„] ์ค‘๊ตญ ์ค‘๋‹ˆ์ผˆ ์ˆ˜์š” ๋‘”ํ™” ์ „๋ง, ์ „๊ตฌ์ฒด ๊ฐ€๊ฒฉ ํ•˜๋ฝ
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