Lithium carbonate chaw muab khoom tau nruj dua, lithium{0}}ion roj teeb Performance index nce 82.75 feem pua hauv lub xyoo
Recently, Guotai Junan's announcement about the third price increase of lithium resources has caused a heated discussion in the market. It believes that the third lithium price increase has been brewed and started, and the price of lithium carbonate is the first to lead the rise. The supply and demand of lithium continue to be tight in a short time. Prices may remain strong.
According to Guotai Junan's analysis, the first time the price of lithium resources increased was from the fourth quarter of last year to the first quarter of this year. The second price increase was from the end of June this year, when the price of lithium was 90,000 yuan / ton, and by the end of September, the price of lithium was close to the historical high of 180,000 yuan / ton. At present, the transaction price of battery-grade lithium carbonate is in the range of 195,000-200,000 yuan per ton, and stocking up a year ago will become the core catalyst for the third rise.
A reporter from "Securities Daily" combed the Flush Lithium-ion Battery Index (885710) and found that during the first price increase of lithium resources, the index fluctuated less and remained at around 900 points, but it began to rise rapidly in May 2021, and once surged As high as 1700 points, during the second price increase, the index rose by 50 percent , and fell back to around 1500 points in late September. After entering November, the index started a new wave of gains. As of November 24, the index reached 1679 points, an increase of 82.75 percent during the year.
Qu Yinfei, tus kws tshuaj ntsuam xyuas lithium ntawm Shanghai Ganglian New Energy Division, hais rau Securities Daily reporter tias qhov kev tsis sib haum xeeb ntxiv ntawm kev muab khoom thiab kev thov tau ua rau tus nqi nce ntawm cov peev txheej lithium. Tam sim no, cov laj thawj rau cov nqi lag luam tam sim no nce ntxiv nrog rau kev nce nqi ntawm cov mines tsis tu ncua, thiab qhov tsis sib xws ntawm cov khoom siv thiab kev thov tseem yog qhov tseem ceeb ntawm tus nqi nce. ib. Kev cuam tshuam los ntawm kev kaw ntawm ob peb lub smelting terminals, qhov chaw muab khoom ntawm lithium carbonate tau dhau los ua nruj dua, thiab muaj cov khoom xa tawm tsawg dua. Tsis tas li ntawd, qhov kev xav hauv qab yog siab, thiab cov qauv ntawm lithium carbonate kev lag luam yog qhov tseeb.
Qu Yinfei said: "The rising price of battery-grade lithium carbonate has increased downstream cost pressure, so downstream companies also intend to increase prices, but there is a lag in price transmission. During the price increase, downstream companies' profits will be due to the high price of raw materials. my country's dependence on imported lithium mines is extremely high, and the rising price of lithium mine resources is one of the future trends. Therefore, some industrial chain companies are actively deploying overseas lithium mines, which can effectively control the cost of raw materials and lay the foundation for subsequent company expansion. ."
Muaj ob peb cov peev txheej lithium ore hauv tsev, tab sis cov peev txheej lithium ntsev yog nplua nuj heev. Yog li ntawd, raws li kev cia siab ntawm lithium cov peev txheej tus nqi nce siab, lub peev kev lag luam tau mloog zoo rau kev sib koom ua ke thiab kev yuav khoom ntawm cov peev txheej lithium ore txawv teb chaws los ntawm cov tuam txhab hauv tebchaws, uas ua rau Ningde Times, Tianqi Lithium thiab lwm tus nquag sau cov tuam txhab uas xa tawm cov peev txheej lithium ore txawv teb chaws tau ua. lees paub los ntawm kev ua lag luam thiab nrhiav tom qab los ntawm cov nyiaj. Ntawm qhov tod tes, tsom mus rau lub tswv yim ntawm lithium extraction los ntawm cov pas dej ntsev, cov tuam txhab teev npe nrog cov peev txheej ntsev thiab cov thev naus laus zis kuj tau dhau los ua qhov tseem ceeb ntawm kev ua lag luam tsis ntev los no.
Zhang Cuixia, tus kws pab tswv yim peev ntawm Jufeng Investment, tau taw qhia rau tus neeg sau xov xwm ntawm Securities Daily tias tau txais txiaj ntsig los ntawm kev nce zuj zus hauv cov tsheb tshiab lub zog, cov roj teeb lithium thiab lwm yam kev lag luam, lithium cov peev txheej tau dhau los ua ib qho kev kub siab tshaj plaws xyoo no, thiab nyob rau hauv lub ntiaj teb no nthwv dej ntawm lub zog tshiab, tus nqi ntawm lithium cov peev txheej kuj tau nce, uas qhia qhov sib zog zuj zus. Qhov kev nce nqi no ua rau cov dej ntws ntawm kev lag luam cov saw hlau tau txais txiaj ntsig loj tshaj plaws, tab sis peb yuav tsum tau ceeb toom rau qhov cuam tshuam rau kev lag luam hauv qab, vim tias tsis muaj kev lag luam sib koom ua ke los tswj qhov sib npaug ntawm cov khoom siv thiab kev xav tau, thiab kev nce siab hauv cov khoom lag luam. tus nqi ntawm cov khoom siv raw khoom yuav cuam tshuam rau cov nyiaj tau los thiab cov nyiaj tau los ntawm kev lag luam hauv qab. Nws tseem ua rau muaj kev nce ntxiv hauv qhov tsis sib xws ntawm cov khoom siv sab saud thiab qis qis thiab kev xav tau.
Zhang Cuixia added: "In order to cope with the increase in resource prices, domestic lithium-ion battery industry chain companies have launched overseas lithium mine acquisitions, which has also become a hot spot for capital to pursue. However, with the current high lithium resources, the acquisition price is also rising. It may bring obvious financial pressure to listed companies, and some unpredictable risks may occur in lithium ore reserves and mining costs. At present, the lithium-ion battery sector has risen too high, and some listed companies have already had high valuations. The value premium, even if there is still room for price increases in lithium resources in the future, the risks of related listed companies are also accumulating, and the room and motivation for the increase is not high."
