Cena je presegla 220,000 juanov/tono in ponovno se je pojavila cena litijevega karbonata
Glede na poslovne novice so se 24. novembra cene litijevega karbonata v številnih podjetjih, kot sta Shanghai Chen Lithium New Material Technology Co., Ltd. in Shanghai Qingli Industrial Co., Ltd., zvišale, cene industrijskih izdelkov pa so se zvišale{{1} }razreda litijevega karbonata in baterije-razreda litijevega karbonata sta bila dvignjena v različnih stopnjah. Med njimi je cena baterijskega litijevega karbonata-razreda Yongzhou Haoli New Material Technology Co., Ltd. presegla 220,000 juanov/tono, prejšnja ponudba pa je znašala do 200,{{7 }} juan / tono.
Povišanje cene litijevega karbonata je neposredno povezano z velikim razvojem novih energetskih vozil v zadnjih letih, kar je povzročilo veliko povpraševanje po močnih litij{0}}ionskih baterijah.
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.
9. oktobra je obvestilo, ki ga je razkrilo NeoLithium, kanadsko podjetje za litijevo sol, pokazalo, da se je Zijin Mining strinjal, da bo pridobil vse izdane delnice NeoLithiuma po ceni 6,50 C (približno 32,84 RMB) na delnico, v skupni vrednosti približno 960 milijonov C. (približno 48,50 juanov). milijard juanov). NeoLithium je v celoti lastnik argentinskega projekta litijevega slanega jezera Tres Quebradas (3Q) s 7 milijoni ton ekvivalenta litijevega karbonata (LCE).
Zvečer 3. novembra je Shengxin Lithium Energy objavil, da Shengyi International, hčerinska družba v popolni{1}} lasti podjetja v Hongkongu, namerava kupiti 51-odstotni delež MaxMind Hong Kong po ceni 76,5 milijona USD (približno 489 milijonov juanov). MaxMind Hong Kong ima prek svojega podjetja Zimbabwe Sun Company, ki je v 100% lasti-, lastnik licenc za rudarjenje za skupno 40 kosov redkih kovin, ki se nahajajo v projektu Sabi Star Lithium-Tantalum Mine Project v Zimbabveju.
Kar zadeva slana jezera, imata dve slani jezeri v Tibetu, Alilongmucuo in Jiezechaka, ki ju je vložil in razvil Tibet Urban Investment, skupne zaloge 3,9 milijona ton litijevega karbonata (velike zaloge), 28 milijonov ton kalijevega klorida (srednje zaloge). ), bor (s tremi rezervami). Diborov oksid) 3,3 milijona ton (srednje-zaloge), od tega se zaloge litijevega karbonata uvrščajo v sam vrh na svetu. 25. novembra je družba zaprta na dnevni limit.
Kdaj se bo torej končala naraščajoča plima litijevega karbonata?
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 Securities je prav tako nedavno izjavil, da je bilo že tretje zvišanje cene litija pripravljeno in se začelo, cena litijevega karbonata pa bo prva vodila rast. Njena-ekipa za barvne kovine je v zapisniku konferenčnega klica povedala, da bo kopičenje zalog v četrtem četrtletju do konca leta katalizator za tretji dvig cen litija. Pred pomladnim praznikom ali celo koncem decembra lahko cena litijevega karbonata-razreda za baterije doseže 250,000 juanov/tono.
Ekipa Guotai Junan Securities Nonferrous Metals prav tako meni, da bo raven napetosti v litijevi industriji leta 2022 višja od tiste v letu 2021. Leta 2022 se bo dobava litija povečala za 33 odstotkov -35 odstotkov, vendar pa bo splošno urnik proizvodnje spodnjih katod in baterij se je podvojil, povečanje ponudbe pa je mogoče popolnoma nadzorovati s povpraševanjem. Glede na trdni vzorec pomanjkanja osnovne ponudbe in povpraševanja smo optimistični, da se bo promptna cena litija lahko nadaljevala do leta 2022 in 2023, srednjeročni in dolgoročni obeti pa ne bodo omejeni.
Po statističnih podatkih podružnice litijeve industrije moje države Združenja industrije barvnih kovin se bo od leta 2021 svetovna poraba litijevih izdelkov znatno povečala. Longzhong Information domneva, da naj bi bila oskrba z viri litija v letih 2022–2023 nekoliko nezadostna, cena litija pa se bo znatno povečala. Pričakuje se, da bodo cene litija v letih 2022-2023 ostale visoke. V letih 2024–2026 domači in tuji litijevi rudniki in viri slanih jezer Vendar zaradi pričakovanega hitrega povečanja povpraševanja ponudba ne bo bistveno preobremenjena, cene litija pa naj bi se do določene mere znižale ob ohranjanju visokega centra. .
