Roedd y pris yn fwy na 220,000 yuan / tunnell, ac ailymddangosodd pris lithiwm carbonad
Yn ôl newyddion busnes, ar 24 Tachwedd, cynyddodd prisiau lithiwm carbonad mewn llawer o gwmnïau megis Shanghai Chen Lithium New Material Technology Co, Ltd a Shanghai Qingli Industrial Co, Ltd, a chynyddodd prisiau diwydiannol{{1} }gradd lithiwm carbonad a batri-gradd lithiwm carbonad eu Codwyd gan wahanol raddau. Yn eu plith, roedd pris batri -carbonad lithiwm gradd o Yongzhou Haoli New Material Technology Co, Ltd yn fwy na 220,000 yuan / tunnell, ac roedd y dyfynbris blaenorol hyd at 200,{{7} }} yuan / tunnell.
Mae'r cynnydd ym mhris lithiwm carbonad yn uniongyrchol gysylltiedig â datblygiad mawr cerbydau ynni newydd yn ystod y blynyddoedd diwethaf, sydd wedi arwain at y galw mawr am batris ïon lithiwm pŵer.
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.
Ar Hydref 9, dangosodd hysbysiad a ddatgelwyd gan NeoLithium, cwmni halen lithiwm o Ganada, fod Zijin Mining wedi cytuno i gaffael yr holl gyfranddaliadau a gyhoeddwyd o NeoLithium ar C6.50 (tua RMB 32.84) fesul cyfranddaliad, am gyfanswm ystyriaeth o tua C960 miliwn (tua 48.50 yuan). biliwn yuan). Mae NeoLithium yn berchen yn llwyr ar brosiect llyn halen lithiwm yr Ariannin Tres Quebradas (3Q) gyda 7 miliwn o dunelli o garbonad lithiwm cyfatebol (LCE).
Ar noson Tachwedd 3, cyhoeddodd Shengxin Lithium Energy fod Shengyi International, is-gwmni sy'n eiddo llwyr i'r cwmni yn Hong Kong, yn bwriadu prynu cyfran o 51 y cant yn MaxMind Hong Kong am bris o US76.5 miliwn (tua 489 miliwn yuan). Mae MaxMind Hong Kong, drwy ei -gwmni sy'n eiddo'n gyfan gwbl i Zimbabwe Sun Company, yn berchen ar drwyddedau mwyngloddio ar gyfer cyfanswm o 40 o nygets metel prin sydd wedi'u lleoli ym Mhrosiect Lithium Sabi Star -Tantalum Mine Project yn Zimbabwe.
O ran llynnoedd halen, mae gan y ddau lynnoedd halen yn Tibet, Alilongmucuo a Jiezechaka, a fuddsoddwyd ac a ddatblygwyd gan Tibet Urban Investment, gyfanswm cronfeydd wrth gefn o 3.9 miliwn o dunelli o lithiwm carbonad (cronfeydd wrth gefn mawr), 28 miliwn o dunelli o potasiwm clorid (cronfeydd wrth gefn canolig ), boron (gyda thair cronfa wrth gefn). Diboron ocsid) 3.3 miliwn tunnell (-maint canolig wrth gefn), y mae cronfeydd wrth gefn lithiwm carbonad ymhlith y gorau yn y byd. Ar Dachwedd 25, caeodd y cwmni ar y terfyn dyddiol.
Felly, pryd fydd y llanw cynyddol o lithiwm carbonad yn dod i ben?
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.
Dywedodd Guotai Junan Securities hefyd yn ddiweddar fod y trydydd cynnydd mewn pris lithiwm wedi'i fragu a'i ddechrau, a phris lithiwm carbonad fydd y cyntaf i arwain y cynnydd. Dywedodd ei dîm anfferrus mewn munudau galwad cynhadledd mai pentyrru yn y pedwerydd chwarter hyd at ddiwedd y flwyddyn fydd y catalydd ar gyfer y trydydd cynnydd mewn prisiau lithiwm. Cyn Gŵyl y Gwanwyn neu hyd yn oed ddiwedd mis Rhagfyr, efallai y bydd pris batri lithiwm carbonad gradd yn cyrraedd 250,000 yuan / tunnell.
Mae tîm Metelau Anfferrus Guotai Junan Securities hefyd yn credu y bydd lefel y tensiwn yn y diwydiant lithiwm yn 2022 yn uwch na hynny yn 2021. Yn 2022, bydd y cyflenwad o lithiwm yn cynyddu 33 y cant -35 y cant, ond mae'r cyffredinol amserlen gynhyrchu cathodes i lawr yr afon a batris wedi dyblu, a gall y cynnydd yn y cyflenwad yn cael ei reoli'n llwyr gan y galw. Gan gynnwys, o dan y patrwm cadarn o brinder cyflenwad a galw sylfaenol, rydym yn obeithiol y gall pris sbot lithiwm barhau i 2022 a 2023, ac ni fydd y rhagolygon tymor canolig a hirdymor yn cael eu capio.
Yn ôl ystadegau Cangen Diwydiant Lithiwm fy ngwlad Cymdeithas Diwydiant Metelau Anfferrus, gan ddechrau o 2021, bydd y defnydd byd-eang o gynhyrchion lithiwm yn cynyddu'n sylweddol. Mae Longzhong Information yn dyfalu y disgwylir i'r cyflenwad adnoddau lithiwm fod ychydig yn annigonol yn 2022-2023, a bydd y ganolfan brisiau lithiwm yn codi'n sylweddol. Disgwylir y bydd prisiau lithiwm yn parhau'n uchel yn 2022-2023. Yn 2024-2026, mwyngloddiau lithiwm domestig a thramor ac adnoddau llyn halen Fodd bynnag, oherwydd y cynnydd cyflym a ddisgwylir yn y galw, ni fydd yr ochr gyflenwi yn cael ei orgyflenwi'n sylweddol, a disgwylir i brisiau lithiwm ostwng i raddau wrth gynnal canolfan uchel. .
