Important Information

This website is managed by Ultima Markets’ international entities, and it’s important to emphasise that they are not subject to regulation by the FCA in the UK. Therefore, you must understand that you will not have the FCA’s protection when investing through this website – for example:

  • You will not be guaranteed Negative Balance Protection
  • You will not be protected by FCA’s leverage restrictions
  • You will not have the right to settle disputes via the Financial Ombudsman Service (FOS)
  • You will not be protected by Financial Services Compensation Scheme (FSCS)
  • Any monies deposited will not be afforded the protection required under the FCA Client Assets Sourcebook. The level of protection for your funds will be determined by the regulations of the relevant local regulator.

Note: UK clients are kindly invited to visit https://www.ultima-markets.co.uk/. Ultima Markets UK expects to begin onboarding UK clients in accordance with FCA regulatory requirements in 2026.

If you would like to proceed and visit this website, you acknowledge and confirm the following:

  • 1.The website is owned by Ultima Markets’ international entities and not by Ultima Markets UK Ltd, which is regulated by the FCA.
  • 2.Ultima Markets Limited, or any of the Ultima Markets international entities, are neither based in the UK nor licensed by the FCA.
  • 3.You are accessing the website at your own initiative and have not been solicited by Ultima Markets Limited in any way.
  • 4.Investing through this website does not grant you the protections provided by the FCA.
  • 5.Should you choose to invest through this website or with any of the international Ultima Markets entities, you will be subject to the rules and regulations of the relevant international regulatory authorities, not the FCA.

Ultima Markets wants to make it clear that we are duly licensed and authorised to offer the services and financial derivative products listed on our website. Individuals accessing this website and registering a trading account do so entirely of their own volition and without prior solicitation.

By confirming your decision to proceed with entering the website, you hereby affirm that this decision was solely initiated by you, and no solicitation has been made by any Ultima Markets entity.

I confirm my intention to proceed and enter this website Please direct me to the website operated by Ultima Markets , regulated by the FCA in the United Kingdom
Roll Arrow
Ultima Markets Silver & Gold Trading Icon
Buy: 0.00
Sell: 0.00%

锂矿开发商产业整并风潮吹起 

锂矿开发呈集中化 

随着锂需求的不断扩大,全球锂资源的开发逐渐活跃,TrendForce表示,2022年全球锂矿投产专案已达约40多个,预计2025年后全球锂矿投产专案将达100多个。大型锂化学品厂商为保持全球领先地位和竞争优势,势必将向上游锂矿厂商并购以寻求锂资源的保障,如今年5月美国Livent宣布将与澳大利亚锂矿厂商Allkem进行合并,以及ALB并购Liontown的计划等,后续全球锂资源的供给将趋于集中化,且未来几年预计类似的合并或收购还会持续发生。 

美国ALB并购保产业龙头地位 

2022年全球锂产量约86万吨LCE(LCE碳酸锂当量,以下均以此计),其中ALB锂产品(包括锂辉石、锂盐、代工)产量已超过18万吨LCE,占比约21 %。预估2023年全球锂产量可达121万吨LCE,ALB产量占20万吨LCE,占比17%仍居冠。 

Liontown为澳洲关键的电池矿物供应商,已同意美国锂生产商AlbemarleCorp.(ALB)提出的66亿澳币(约合43亿美元)的收购计画。若ALB完成对Liontown的收购,掌握的锂资源量将进一步提升,为ALB全球锂盐产能扩张奠定更稳固的基础。而除了ALB,全球主要锂厂商如SQM、天齐锂业、赣锋锂业、雅化集团、盛新锂能、Livent等也在积极扩大碳酸锂、氢氧化锂等产能。 

(主要锂盐生产商产能,单位:千吨,TrendForce) 

免责声明 

本文所含评论、新闻、研究、分析、价格及其他资料只能视作一般市场资讯,仅为协助读者了解市场形势而提供,并不构成投资建议。 Ultima Markets已采取合理措施确保资料的准确性,但不能保证资料的精确度,及可随时更改而毋须作出通知。 Ultima Markets不会为直接或间接使用或依赖此等资料而可能引致的任何亏损或损失(包括但不限于任何盈利的损失)负责。 

立即分享

  • Article Details
  • Article Details
  • Article Details

Thank you for visiting the Ultima Markets website. Please note that this website is intended for individuals residing in jurisdictions where accessing is permitted by law. Ultima and its affiliated entities do not operate in your home jurisdictions.

By clicking on ''Acknowledge'', you confirm that you are entering this website solely based on your initiative and not as a result of any specific marketing outreach. You wish to obtain information from this website based on reverse solicitation principles, in accordance with the applicable laws of your home jurisdiction.