Il-prezz qabeż il-220,000 wan / tunnellata, u l-prezz tal-karbonat tal-litju reġa' deher
Skont l-aħbarijiet tan-negozju, fl-24 ta' Novembru, il-prezzijiet tal-karbonat tal-litju f'ħafna kumpaniji bħal Shanghai Chen Lithium New Material Technology Co., Ltd. u Shanghai Qingli Industrial Co., Ltd. żdiedu, u l-prezzijiet tal-industrijali{{1} }grad tal-litju karbonat u batterija-grad tal-litju karbonat ġew Mqajma bi gradi differenti. Fosthom, il-prezz tal-batterija-karbonat tal-litju ta 'grad ta' Yongzhou Haoli New Material Technology Co., Ltd qabeż 220,000 wan / tunnellata, u l-kwotazzjoni preċedenti kienet sa 200,{{7 }} wan / tunnellata.
Iż-żieda fil-prezz tal-karbonat tal-litju hija direttament relatata mal-iżvilupp kbir ta 'vetturi tal-enerġija ġodda f'dawn l-aħħar snin, li ġabet id-domanda kbira għal batteriji tal-litju-jone tal-enerġija.
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 4 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 potassium salt is extracted from salt lake brine, and is subjected to deep magnesium removal, carbonization and impurity removal and complex removal. 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.
Fid-9 ta' Ottubru, avviż żvelat min-negozjant Kanadiż tal-melħ tal-litju NeoLithium wera li Zijin Mining kienet qablet li takkwista l-ishma kollha maħruġa ta 'NeoLithium għal C6.50 (madwar RMB 32.84) għal kull sehem, għal konsiderazzjoni totali ta' madwar C960 miljun (madwar 48.50). wan). biljun wan). NeoLithium jippossjedi kompletament il-proġett tal-lag tal-melħ tal-litju Arġentin Tres Quebradas (3Q) b'7 miljun tunnellata ekwivalenti ta 'karbonat tal-litju (LCE).
Fil-għaxija tat-3 ta' Novembru, Shengxin Lithium Energy ħabbret li Shengyi International, sussidjarja tal-kumpanija f'Hong Kong li hija kompletament-proprjetarja, qed tippjana li tixtri sehem ta' 51 fil-mija f'MaxMind Hong Kong bi prezz ta' US76.5 miljun (madwar 489 miljun wan). MaxMind Hong Kong, permezz tal--Zimbabwe Sun Company tagħha, li hija proprjetarja ta' liċenzji tal-minjieri għal total ta' 40 nugget tal-metall rari li jinsabu fil-Proġett tal-Minjiera tat-Tantalum ta' Sabi Star Lithium- fiż-Żimbabwe.
F'termini ta 'lagi tal-melħ, iż-żewġ lagi tal-melħ fit-Tibet, Alilongmucuo u Jiezechaka, investiti u żviluppati minn Tibet Urban Investment, għandhom riżervi totali ta' 3.9 miljun tunnellata ta 'karbonat tal-litju (riżervi kbar), 28 miljun tunnellata ta' klorur tal-potassju (riżervi medji). ), boron (bi tliet riservi). Diboron oxide) 3.3 miljun tunnellata (riżervi ta' daqs medju-), li minnhom ir-riżervi tal-karbonat tal-litju jikklassifikaw fost l-aqwa fid-dinja. Fil-25 ta 'Novembru, il-kumpanija għalqet fil-limitu ta' kuljum.
Allura, meta se tispiċċa l-marea li qed tiżdied tal-karbonat tal-litju?
SMM's recent research 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 it is expected that the market outlook will be Lithium carbonate prices will continue to rise slightly.
Guotai Junan Securities reċentement iddikjara wkoll li t-tielet żieda fil-prezz tal-litju ġiet maħduma u bdiet, u l-prezz tal-karbonat tal-litju se jkun l-ewwel li jwassal iż-żieda. It-tim mhux-tal-ħadid tiegħu qal f'minuti ta' telefonata konferenza li l-ħażna fir-raba' kwart sal-aħħar tas-sena se tkun il-katalist għat-tielet żieda fil-prezzijiet tal-litju. Qabel il-Festival tar-Rebbiegħa jew saħansitra l-aħħar ta 'Diċembru, il-prezz tal-karbonat tal-litju tal-batterija-grad jista' jilħaq 250,000 wan / tunnellata.
It-tim ta' Guotai Junan Securities Nonferrous Metals jemmen ukoll li t-tensjoni fl-industrija tal-litju fl-2022 se tkun ogħla minn dik fl-2021. Fl-2022, il-provvista tal-litju se tiżdied bi 33 fil-mija -35 fil-mija, iżda l-iskeda ġenerali tal-produzzjoni ta 'katodi downstream u batteriji rdoppja, u ż-żieda fil-provvista tista' tiġi kkontrollata kompletament mid-domanda. Li jkopru, taħt il-mudell solidu ta 'nuqqas ta' provvista u domanda fundamentali, aħna ottimisti li l-prezz spot tal-litju jista 'jkompli sal-2022 u l-2023, u l-prospetti għal żmien medju u fit-tul mhux se jkunu limitati.
Skont l-istatistika tal-Fergħa tal-Industrija tal-litju ta 'pajjiżi Assoċjazzjoni tal-Industrija tal-Metalli Mhux tal-ħadid, li tibda mill-2021, il-konsum globali tal-prodotti tal-litju se jiżdied b'mod sinifikanti. Longzhong Information tispekula li l-provvista tar-riżorsi tal-litju hija mistennija li tkun kemmxejn insuffiċjenti fl-2022-2023, u ċ-ċentru tal-prezz tal-litju se jogħla b'mod sinifikanti. Huwa mistenni li l-prezzijiet tal-litju se jibqgħu għoljin fl-2022-2023. Fl-2024-2026, minjieri tal-litju domestiċi u barranin u riżorsi tal-lagi tal-melħ Madankollu, minħabba ż-żieda mgħaġġla mistennija fid-domanda, in-naħa tal-provvista mhux se tkun fornuta żżejjed b'mod sinifikanti, u l-prezzijiet tal-litju huma mistennija li jonqsu sa ċertu punt filwaqt li jżommu ċentru għoli .
