镍板块在未来十年面临持续上涨(20220902更新)

superdigua

css2015 发表于 2021-7-22 10:22
电池供不应求的瓶颈在哪里呢？锂，镍，锂盐精炼，正负极材料，还是电池模组？ ...

新闻没提。

感觉是各流程全面紧缺。

superdigua

css2015 发表于 2021-7-22 10:22
电池供不应求的瓶颈在哪里呢？锂，镍，锂盐精炼，正负极材料，还是电池模组？ ...

特斯拉最近的三张长期合约都是关于镍供应。也许是镍短缺。

http://www.ftchinese.com/story/001093307?exclusive

alwayseric

这个帖子挺好，留言做个记录。有空从头看。

superdigua

发帖一周年，纪念一下。

POS 价格从 0.030 涨到 0.140，利润 (0.140-0.030)/0.030=367%



明年特斯拉的 4680 电池必将急剧扩充产量，对镍的需求也会同步大增。我对 2022 年很期待。

myexplorer

问题是镍矿怎么投呢，投miner？除了pos还有其他选择么

sanhbin

镍的毒性很高，化合物多易溶于水，用这多对环境危害很大

superdigua

sanhbin 发表于 2021-7-27 00:57
镍的毒性很高，化合物多易溶于水，用这多对环境危害很大

镍是不锈钢的主要成分之一。。。。。。家家户户都有不锈钢餐具吧？

superdigua

myexplorer 发表于 2021-7-27 00:17
问题是镍矿怎么投呢，投miner？除了pos还有其他选择么

得自己做基本的功课。

sanhbin

superdigua 发表于 2021-7-27 06:49
镍是不锈钢的主要成分之一。。。。。。家家户户都有不锈钢餐具吧？

家用不锈钢餐具是400系列，不含镍;工业用一般300系列，含镍; 不过黑心的制造商用300系列也是常有的，用磁铁试一下就知道

superdigua

sanhbin 发表于 2021-7-27 12:17
家用不锈钢餐具是400系列，不含镍;工业用一般300系列，含镍; 不过黑心的制造商用300系列也是常有的，用磁 ...

>>家用不锈钢餐具是400系列，不含镍

请给出链接。

这种认知很离谱。

sanhbin

superdigua 发表于 2021-7-27 12:41
>>家用不锈钢餐具是400系列，不含镍

请给出链接。

何必这么固执呢? 还给我扣个帽子，链接到处都是:
https://arthurharris.com/news/stainless-steel-grades-explained/

superdigua

sanhbin 发表于 2021-7-27 12:49
何必这么固执呢? 还给我扣个帽子，链接到处都是:
https://arthurharris.com/news/stainless-steel-grades ...

这篇是鬼扯淡的。

镍是极其稳定的金属。一般无毒。（极少数人对镍有过敏反应）

https://sites.dartmouth.edu/toxm ... he-facts-on-nickel/

Although pure nickel can readily react with other elements to form a variety of chemical compounds, most forms of nickel do not pose a threat to human health

Martensitic stainless steels 主要用于医疗类而不是厨房用品。镍含量较少，但并不是不含镍。

https://www.sciencedirect.com/to ... tic-stainless-steel

Martensitic stainless steels (e.g., grades 1.4006 [AISI 410], 1.4021 [AISI 420], 1.4028 [AISI 429], and 1.4125 [AISI 440C]) are used extensively for dental and surgical instruments. These stainless steels can be hardened and tempered by heat treatment. Thus they are capable of developing a wide range of mechanical properties (i.e., high hardness for cutting instruments and lower hardness with increased toughness for load-bearing applications). Martensitic stainless steels used in medical devices usually contain up to 1% nickel. Although there are some martensitic grades with higher nickel contents, these grades are not generally used for medical device applications. For example, applications of martensitic SS (Fig. 4.59) include bone curettes, chisels and gouges, dental burs, dental chisels, curettes, explorers, root elevators, forceps, hemostats, retractors, orthodontic pliers, and scalpels.

厨房用品一般采用 304 或者 316 不锈钢。

https://en.wikipedia.org/wiki/Stainless_steel

Austenitic (300 series) stainless steel, particularly Types 304 and 316, is the material of choice for the food and beverage industry, though martensitic and ferritic (400 series) steels are also used.

300 series are chromium-nickel alloys that achieve their austenitic microstructure almost exclusively by nickel alloying; some very highly-alloyed grades include some nitrogen to reduce nickel requirements. 300 series is the largest group and the most widely used.

Type 304: The best-known grade is Type 304, also known as 18/8 and 18/10 for its composition of 18% chromium and 8%/10% nickel, respectively.[40]

Type 316: The second most common austenitic stainless steel is Type 316. The addition of 2% molybdenum provides greater resistance to acids and localized corrosion caused by chloride ions. Low-carbon versions, such as 316L or 304L, have carbon contents below 0.03% and are used to avoid corrosion problems caused by welding.[41]

工业用不锈钢一般是 200 系列

200 series[37] are chromium-manganese-nickel alloys that maximize the use of manganese and nitrogen to minimize the use of nickel.

换句话说，如果需要把一块不锈钢金属放入体内，400 系列是更好的选择。

也许我并不是固执。只不过正好正确而已。

jacksonfeng

学习了，问题哪个股票可以参考?

superdigua

jacksonfeng 发表于 2021-7-27 17:21
学习了，问题哪个股票可以参考?

这篇帖子主要讨论大势。

个股需要自己研究。

一定要选个股，我推荐特斯拉。更好。好很多。

20181025： 特斯拉看起来很不错啊