Tus nqi tshaj 220, 000 yuan / ton, thiab tus nqi ntawm lithium carbonate rov tshwm sim
Raws li xov xwm kev lag luam, thaum lub Kaum Ib Hlis 24, tus nqi ntawm lithium carbonate hauv ntau lub tuam txhab xws li Shanghai Chen Lithium New Material Technology Co., Ltd. thiab Shanghai Qingli Industrial Co., Ltd. tau nce, thiab cov nqi ntawm kev lag luam {{1} }qib lithium carbonate thiab roj teeb-qib lithium carbonate tau nce los ntawm qib sib txawv. Ntawm lawv, tus nqi ntawm roj teeb - qib lithium carbonate ntawm Yongzhou Haoli New Material Technology Co., Ltd. tau tshaj 220,000 yuan / ton, thiab yav dhau los hais txog 200,{{7 }} yuan / ton.
Kev nce nqi ntawm lithium carbonate yog ncaj qha cuam tshuam rau kev loj hlob ntawm lub zog tshiab tsheb nyob rau xyoo tas los no, uas tau ua rau muaj kev xav tau loj heev rau lub zog lithium - ion roj teeb.
In November last year, the State Council announced the "New Energy Vehicle Industry Development Plan (2021-2035)", which clearly mentioned that by 2025, the sales of new energy vehicles should reach 20 percent of the total sales of new vehicles, and by 2020 my country The penetration rate of new energy vehicle sales is only about 5 percent . Some institutions predict that by 2025, my country's new energy vehicle sales will reach about 4.96 million, about four times that of 2020.
The sales of new energy vehicles continued to rise, driving the output and installed capacity of upstream power lithium{{0}}ion batteries to increase significantly. Data show that from January to October, my country's power lithium-ion battery output accumulated to 159.8GWh, a year-on-year increase of 250.0 percent . In terms of vehicle loading, in the past 10 months, my country's power lithium-ion battery loading volume has accumulated to 107.5GWh, a year-on-year increase of 168.1 percent .
The research report of CITIC Construction Investment pointed out that with the rapid increase in demand for lithium-ion batteries for new energy vehicles, it is estimated that the demand for lithium in 2021-2022 will be 610,000 tons and 800,000 tons, respectively, with a gap of 43,000 tons and 57,000 tons, respectively. The penetration rate of automobiles continues to exceed expectations, and the expansion rate of upstream lithium resources is difficult to meet the demand for downstream battery materials. The tight supply of battery raw materials such as lithium carbonate has left some companies "out of stock".
Yongxing Materials' current products are battery-grade lithium carbonate and quasi-battery-grade lithium carbonate. In its survey summary disclosed on November 24, it mentioned that the company has no lithium carbonate inventory. In order to cope with the possible mismatch between mining, dressing and smelting in the second phase of the project, there are currently more than 40,000 tons of mica concentrate in stock. According to the resource reserves owned by the company, if 50,000 tons of lithium carbonate is produced every year in the future, the reasonable service life of the production line can be guaranteed.
At the same time, the company's lithium carbonate price follows the market, and the recent sales price has increased significantly compared with July-August. Costs have also risen, but the raw materials are self-owned mines, which are generally still within a reasonable range.
It is understood that there are currently two extraction paths for lithium carbonate: lithium extraction from ore and lithium extraction from salt lakes. The important raw material for lithium extraction from ore is spodumene concentrate, which has a long history and relatively mature technology; lithium extraction from salt lake refers to the lithium-containing brine formed after the extraction of potassium salt from salt lake brine, and the deep magnesium removal, carbonization and impurity removal and complexation are carried out. Lithium carbonate, an important raw material for the new energy industry, is obtained after decalcification. Faced with the tight supply of lithium, companies have also started a "buy, buy, buy" model.
In terms of lithium mines, in July this year, Ganfeng Lithium revealed in its announcement that Ganfeng International, a wholly-owned subsidiary of the company, would launch a tender offer for the Canadian lithium company Millennium Lithium with its own funds, with a transaction amount not exceeding 353 million Canadian dollars. Yuan (about 1.783 billion yuan). Who would have thought that "a journey came out halfway", in September, Ningde Times proposed to acquire Millennium Lithium Industry for 376.8 million Canadian dollars (about 1.903 billion yuan), which is about 7 percent higher than the purchase price of Ganfeng Lithium Industry . In November, Millennium Lithium announced that the final acquirer was Canadian Lithium Corporation Americas Lithium, and the major shareholder of Americas Lithium was Ganfeng Lithium. At the same time, America Lithium will also pay CATL 20 million (about 128 million yuan) in liquidated damages.
Thaum Lub Kaum Hli 9, tsab ntawv ceeb toom tau tshaj tawm los ntawm NeoLithium, lub tuam txhab Canadian lithium ntsev, qhia tias Zijin Mining tau pom zoo kom tau tag nrho cov peev txheej ntawm NeoLithium ntawm C6.50 (kwv yees li RMB 32.84) ib feem, rau tag nrho cov kev txiav txim siab ntawm kwv yees li C960 lab. (kwv yees li 48.50 yuan). billion yuan). NeoLithium yog tus tswv ntawm Argentine Tres Quebradas (3Q) lithium ntsev pas dej project nrog 7 lab tons ntawm lithium carbonate sib npaug (LCE).
Nyob rau yav tsaus ntuj ntawm Kaum Ib Hlis 3, Shengxin Lithium Zog tshaj tawm tias Shengyi International, uas yog tag nrho - tus tswv lag luam ntawm lub tuam txhab hauv Hong Kong, npaj yuav 51 feem pua hauv MaxMind Hong Kong ntawm tus nqi ntawm US76.5 lab. (kwv yees li 489 lab yuan). MaxMind Hong Kong, dhau los ntawm nws tag nrho-tus tswv Zimbabwe Sun Company, muaj cov ntawv tso cai tsuas yog rau tag nrho 40 qhov tsis tshua muaj hlau nuggets nyob ntawm Sabi Star Lithium-Tantalum Mine Project hauv Zimbabwe.
Hais txog cov pas dej ntsev, ob lub pas dej ntsev hauv Tibet, Alilongmucuo thiab Jiezechaka, tau nqis peev thiab tsim los ntawm Tibet Kev Lag Luam Hauv Nroog, muaj tag nrho cov peev txheej ntawm 3.9 lab tons ntawm lithium carbonate (loj reserves), 28 lab tons ntawm potassium chloride (nruab nrab reserves. ), boron (nrog peb reserves). Diboron oxide) 3.3 lab tons (nruab nrab-sized reserves), ntawm cov lithium carbonate reserves nyob rau hauv lub ntiaj teb no. Lub Kaum Ib Hlis 25, lub tuam txhab tau kaw ntawm qhov txwv txhua hnub.
Yog li, thaum twg qhov kev nce qib ntawm lithium carbonate yuav xaus?
SMM's recent survey shows that from a fundamental point of view, lithium carbonate may form a supply gap of about 16 percent in the past two months. Although material factories have cleared inventory and traders have released goods, or the supply pressure may have eased, the fundamentals are firm, and the market outlook is expected. Lithium carbonate prices will continue to rise slightly.
Guotai Junan Kev Ruaj Ntseg tseem tsis ntev los no tau hais tias qhov thib peb lithium tus nqi nce tau brewed thiab pib, thiab tus nqi ntawm lithium carbonate yuav yog thawj tus coj nce. Nws tsis yog- pab pawg ferrous tau hais hauv lub rooj sib tham hu xov tooj feeb tias kev khaws cia hauv lub quarter thib plaub txog rau thaum xaus ntawm lub xyoo yuav yog lub zog rau qhov nce thib peb ntawm cov nqi lithium. Ua ntej Lub Caij Nplooj Ntoos Hlav lossis txawm tias lub Kaum Ob Hlis Ntuj kawg, tus nqi roj teeb - qib lithium carbonate yuav ncav cuag 250,000 yuan / ton.
Guotai Junan Securities Nonferrous Metals pab pawg kuj ntseeg hais tias theem ntawm kev nro hauv kev lag luam lithium hauv 2022 yuav siab dua li xyoo 2021. Hauv 2022, cov khoom siv ntawm lithium yuav nce 33 feem pua -35 feem pua, tab sis qhov dav dav. ntau lawm cov sij hawm ntawm downstream cathodes thiab roj teeb tau ob npaug, thiab qhov nce hauv cov khoom tuaj yeem tswj tau tag nrho los ntawm kev thov. Npog, raws li tus qauv ntawm qhov tsis txaus ntawm cov khoom siv thiab kev xav tau, peb zoo siab tias tus nqi ntawm lithium tuaj yeem txuas ntxiv mus rau 2022 thiab 2023, thiab qhov nruab nrab thiab lub sijhawm ntev yuav tsis raug capped.
Raws li kev txheeb cais ntawm Lithium Industry Ceg ntawm kuv lub teb chaws Nonferrous Metals Industry Association, pib txij xyoo 2021, kev noj cov khoom lithium thoob ntiaj teb yuav nce ntxiv. Longzhong Cov Ntaub Ntawv kwv yees tias cov khoom siv ntawm lithium yuav tsum tsis txaus me ntsis hauv 2022-2023, thiab lithium nqi chaw yuav nce siab. Nws cia siab tias cov nqi lithium yuav nyob twj ywm siab hauv 2022-2023. Xyoo 2024-2026, lithium mines hauv tsev thiab txawv teb chaws thiab cov dej hauv pas dej ntsev, Txawm li cas los xij, vim tias qhov kev xav tau sai sai, cov khoom siv sab nrauv yuav tsis muaj kev cuam tshuam ntau, thiab cov nqi lithium yuav tsum poob qis rau qee qhov thaum tuav lub chaw siab. .
