Narxi 220,000 yuan/tonnadan oshdi va litiy karbonat narxi yana paydo bo'ldi.
Biznes yangiliklariga ko'ra, 24-noyabr kuni Shanghai Chen Lithium New Material Technology Co., Ltd. va Shanghai Qingli Industrial Co., Ltd. kabi ko'plab kompaniyalarda lityum karbonat narxi oshdi va sanoat narxlari{{1} }sinf litiy karbonat va akkumulyator-navbati lityum karbonat turli darajalarda ko'tarildi. Ular orasida Yongzhou Haoli New Material Technology Co., Ltd kompaniyasining akkumulyatori-batareyasi lityum karbonatining narxi 220,000 yuan/tonnadan oshdi va oldingi kotirovka 200,{{7} }} yuan/tonna.
Lityum karbonat narxining ko'tarilishi so'nggi yillarda yangi energiya vositalarining katta rivojlanishi bilan bevosita bog'liq bo'lib, bu quvvatli lityum{0}}ion batareyalarga katta talabni keltirib chiqardi.
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-oktabr kuni Kanadaning litiy tuzi NeoLithium kompaniyasi tomonidan e'lon qilingan bildirishnomaga ko'ra, Zijin Mining NeoLithiumning barcha chiqarilgan aktsiyalarini har bir aktsiya uchun 6,50 C (taxminan 32,84 RMB) ga sotib olishga rozi bo'lgan. (taxminan 48,50 yuan). milliard yuan). NeoLithium Argentinaning 7 million tonna litiy karbonat ekvivalenti (LCE) bo'lgan Tres Quebradas (3Q) lityum tuzli ko'li loyihasiga to'liq egalik qiladi.
3-noyabr oqshomida Shengxin Lithium Energy kompaniyaning Gonkongdagi 100% sho‘ba korxonasi-Shengyi International MaxMind Gong Kong’dagi 51 foiz ulushini 76,5 million AQSh dollariga sotib olishni rejalashtirayotganini e’lon qildi. (taxminan 489 million yuan). MaxMind Gong Kong oʻzining{6}}toʻliq mulki boʻlgan Zimbabwe Sun kompaniyasi orqali Zimbabvedagi Sabi Star Lithium-tantal koni loyihasida joylashgan jami 40 ta noyob metall nuggetlarini qazib olish litsenziyasiga ega.
Tuzli ko'llar nuqtai nazaridan, Tibet Urban Investment tomonidan investitsiya qilingan va ishlab chiqilgan Tibetdagi ikkita sho'r ko'l, Alilongmucuo va Jiezechaka umumiy zaxiralari 3,9 million tonna litiy karbonat (katta zahiralar), 28 million tonna kaliy xlorid (o'rtacha zaxiralar) ), bor (uchta zahira bilan). Dibor oksidi) 3,3 million tonna (oʻrta{5}}zaxira), shundan litiy karbonat zahiralari dunyoda birinchi oʻrinda turadi. 25 noyabr kuni kompaniya kunlik limitda yopildi.
Xo'sh, lityum karbonatning ko'tarilishi qachon tugaydi?
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 ham yaqinda lityum narxining uchinchi ko'tarilishi ishlab chiqarilgan va boshlanganligini va lityum karbonat narxi birinchi bo'lib o'sish bo'lishini aytdi. Uning temir bo'lmagan{0}} jamoasi konferentsiya qo'ng'irog'ida yil oxirigacha to'rtinchi chorakda zahiralarni yig'ish litiy narxining uchinchi ko'tarilishining katalizatori bo'lishini aytdi. Bahor festivali oldidan yoki hatto dekabr oyining oxirigacha, batareya{1}}navbatdagi lityum karbonat narxi 250,000 yuan/tonnaga yetishi mumkin.
Guotai Junan Qimmatli qog'ozlar rangli metallar jamoasi, shuningdek, 2022 yilda lityum sanoatidagi keskinlik darajasi 2021 yilga nisbatan yuqori bo'ladi, deb hisoblaydi. 2022 yilda lityum ta'minoti 33 foizga oshadi - 35 foiz, lekin umumiy quyi oqimdagi katodlar va akkumulyatorlarni ishlab chiqarish jadvali ikki baravar oshdi va taklifning o'sishi talab bilan to'liq nazorat qilinishi mumkin. Asosiy talab va taklif tanqisligining mustahkam namunasi ostida biz lityumning spot narxi 2022 va 2023 yilgacha davom etishi mumkinligiga umid qilamiz va o'rta va uzoq muddatli istiqbol cheklanmaydi.
Mamlakatim rangli metallar sanoati assotsiatsiyasining litiy sanoati filialining statistik ma'lumotlariga ko'ra, 2021 yildan boshlab lityum mahsulotlarini global iste'mol qilish sezilarli darajada oshadi. Longzhong Information, lityum resurslarini etkazib berishning 2022-2023 yillarda biroz etarli emasligi va lityum narxining markazi sezilarli darajada oshishini taxmin qilmoqda. 2022-2023 yillarda lityum narxi yuqoriligicha qolishi kutilmoqda. 2024-2026 yillarda mahalliy va xorijiy lityum konlari va tuzli ko'l resurslari Biroq, talabning kutilayotgan tez o'sishi tufayli, ta'minot tomoni sezilarli darajada ortiqcha ta'minlanmaydi va lityum narxlari yuqori markazni saqlab, ma'lum darajada pasayishi kutilmoqda. .
