天狼星
书名:奇葩说|作者:笑无语|本书类别:古言|更新时间:20:47:56|字数:3896字
一 | Nation deepening partnerships through major energy projects in Latin America As the world's transition toward more sustainable development accelerates, China and Latin America are embracing broader and deeper energy cooperation, leveraging cutting-edge technological innovations to power a green future for the Global South. From State Grid Corp of China's Belo Monte Ultra High Voltage Direct Current Phase II transmission line in Brazil, to China Three Gorges Corp's comprehensive digital modernization of Brazil's legacy Jupia and Ilha Solteira hydropower stations, and the Cauchari solar project in Argentina, jointly undertaken by Power Construction Corp of China and Shanghai Electric Power Construction Co, China and Latin America are jointly setting new benchmarks for cross-border clean energy integration. These flagship projects go beyond traditional capital investment, representing a deeper leverage of China's technological standards and management expertise. By upgrading legacy infrastructure, Chinese enterprises are powering Latin America's green transition for more secure regional grid stability. This strategic momentum is guided by top-level diplomacy and shared visions. While addressing the opening ceremony of the fourth ministerial meeting of the China-CELAC (Community of Latin American and Caribbean States) Forum last year, President Xi Jinping noted that by adapting to the overriding trend of economic globalization, China and Latin America have continuously deepened pragmatic cooperation in fields including trade, investment and infrastructure construction. Xi emphasized that both sides should strengthen the alignment of development strategies and advance high-quality Belt and Road cooperation, calling for efforts to deepen cooperation in traditional areas such as energy and minerals, while expanding cooperation in emerging sectors including clean energy. Such top-level commitment builds on a long-standing strategic alignment. As President Xi pointed out at the China-Latin American and Caribbean Countries Leaders' Meeting in 2014, "China and Latin America are highly complementary in economy and closely aligned in development strategies, granting us natural advantages in strengthening cooperation". With such a strategic blueprint in sight, top Chinese energy regulators have emphasized the pivotal role of this cross-border synergy. Ren Jingdong, deputy director of the National Energy Administration, said that energy collaboration is a crucial component of pragmatic cooperation between China and Latin America, achieving remarkable results. "As China and Latin American countries have actively promoted energy transition and the development of renewables in recent years, new energy cooperation has emerged as a new highlight and a fresh driver for China-Latin America energy synergy," Ren said. Guided by these high-level consensuses, Chinese enterprises have delivered monumental infrastructure breakthroughs on the ground. Brazil has grappled for decades with a severe structural challenge. While its northern Amazon basin boasts abundant hydroelectric resources, the vast majority of its industrial and residential power demand is concentrated in the southeast. The 2,534-kilometer Belo Monte Phase II project, independently invested, constructed and operated by State Grid Corp of China under a 30-year concession agreement, bridges this divide. As a vital "green artery", it transmits massive volumes of hydropower directly to metropolitan load centers like Rio de Janeiro. "The megaproject ensures a highly stable and reliable power supply for Brazil's core economic regions, successfully resolving the nation's developmental bottleneck of spatial energy mismatch," said Ye Xiaoning, a senior engineer at the State Grid Energy Research Institute. Ye emphasized that the project establishes a global paradigm for cross-regional clean energy transmission, proving the safety, maturity and global applicability of China's ultra-high-voltage grid technologies. Beyond Brazil, China's clean energy footprint is having a transformative impact across other extreme terrains in South America. In Argentina, the Cauchari solar project stands as one of South America's largest single photovoltaic power stations, and is the world's highest-altitude solar park. Situated over 4,000 meters above sea level in the Andes Mountains, the 315-megawatt complex features more than 1.2 million solar panels. The landmark installation has ended Jujuy province's long-standing reliance on power transmitted from other provinces, achieving local energy self-sufficiency. Furthermore, China's unparalleled expertise in hydropower operation has breathed new life into Brazil's legacy energy assets. Through a landmark $3.7 billion transaction establishing a 30-year concession, CTG Brasil officially took over the operation of the Jupia and Ilha Solteira hydropower stations, which feature a combined capacity of nearly 5 million kilowatts and meet the electricity needs of over 6 million people annually. Rather than merely managing the aging infrastructure, CTG initiated a monumental technical overhaul. By upgrading mechanical equipment that had operated for nearly half a century into fully digital and intelligent monitoring systems across 12 generating units, CTG successfully performed a "heart transplant" on the legacy power hubs. Industry observers said these milestone projects are just the beginning. As more Latin American nations accelerate their ecological transition, Chinese enterprises are poised to deepen their engagement through localized manufacturing, joint research and green financing under the framework of high-quality Belt and Road cooperation. As this Sino-Latin American energy synergy continues to unfold, it proves that China's mature grid and generation solutions are essential enablers for emerging economies seeking to decarbonize at affordable costs while maintaining power stability and self-sufficiency, said Ye. "Together, China and Latin America are actively charting a shared, sustainable course for the global energy revolution and setting a powerful example for Global South cooperation," he said.
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二 | 电池级碳酸锂均价再破50万元/吨时隔5个月,电池级碳酸锂均价再破50万元/吨。

三 | 9月13日,上海钢联数据显示,电池级碳酸锂价格单日涨2600元/吨,均价站上50万元/吨,较去年年初上涨近八倍,较今年年初上涨近80%。

四 | 两年前,电池级碳酸锂价格仅为4万元/吨,两年间涨幅接近12倍。

五 | 受益于终端新能源汽车市场规模的飞速增长,碳酸锂价格从去年下半年起犹如“火箭发射”。今年3月,电池级碳酸锂均价突破50万元/吨。受公共卫生事件影响,4月起市场景气度下滑,碳酸锂价格一度降至46万元/吨。8月以来,下游采购、备货需求再起,碳酸锂价格快速上行。券商预计9月供需缺口达6000吨近几年,下游锂电池厂商的扩张速度快于上游的锂供应增量,这导致锂供应在短、中期内继续处于较为紧张的局面,锂供需平衡还需要一定的时间。碳酸锂产业链的利润集中在矿端,资源与产品相互依存,目前国内资源端紧缺程度未见缓解,锂辉石依赖于进口且海外矿价不减,成本将继续支撑碳酸锂价位。中邮证券研报指出,根据中汽协数据,8月新能源汽车产销分别完成69.1万辆和66.6万辆,同比增长1.2倍和1倍。随着下半年汽车、电池厂备货冲量,正极材料产能逐步放量,锂盐需求持续旺盛,预计9月国内碳酸锂仍存在6000吨左右的缺口。概念股业绩亮眼2022年各大锂盐企业相继扩产,众多电池、有色金属开采等企业抢抓市场机遇,进军锂电产业。证券时报·数据宝统计,A股中碳酸锂概念股有20余只,9月以来,中矿资源、融捷股份、西藏矿业的涨幅居前,均超10%。近日,在碳酸锂价格上行的背景下,多只概念股的股价连续录得上涨。业绩方面来看,概念股在上半年均实现盈利,仅亿纬锂能的业绩同比小幅度下滑,其余个股的净利润在上半年均实现同比增长。

六 | 按照上半年归母净利润绝对值和同比增幅来看,锂矿龙头天齐锂业是最大的赢家,上半年实现营业收入142.96亿元,同比增长508.05%,净利润103.28亿元,同比增长11937.16%。天齐锂业持有国外矿业SQM公司23.75%的股权。据报道,SQM公司名下矿山2022年或达到18万吨碳酸锂、3万吨氢氧化锂产能。此外,泰利森精矿2021年建成产能162万吨/年,天齐锂业持有其26.01%的权益。盛新锂能子公司奥伊诺矿业在四川金川县拥有业隆沟采矿权,探明储量达到27.54万吨LCE,项目于2019年投产,当前年产能达到40.5万吨原矿。印尼盛新正在印尼中苏拉威西省建设年产6万吨锂盐产能,预计2023年建成投产。公司近期在互动平台称,遂宁盛新3万吨锂盐项目目前已接近设计产能。西藏矿业正在着力推进扎布耶二期年产1.2万吨碳酸锂项目,计划2023年9月份投产。2022年公司计划生产锂精矿9500吨,在宝武入主的推动下,扎布耶盐湖开发提速。

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