Cena pārsniedza 220,000 juaņas par tonnu, un litija karbonāta cena atkal parādījās
Saskaņā ar biznesa ziņām 24. novembrī litija karbonāta cenas daudzos uzņēmumos, piemēram, Shanghai Chen Lithium New Material Technology Co., Ltd. un Shanghai Qingli Industrial Co., Ltd., pieauga, un cenas industriālajam{{1} }litija karbonāta un akumulatora-pakāpes litija karbonāta līmenis tika paaugstināts dažādās pakāpēs. Tostarp Yongzhou Haoli New Material Technology Co., Ltd. akumulatora-pakāpes litija karbonāta cena pārsniedza 220,000 juaņas par tonnu, un iepriekšējā cena bija līdz 200,{{7 }} juaņa / tonna.
Litija karbonāta cenas kāpums ir tieši saistīts ar jauno enerģijas transportlīdzekļu lielo attīstību pēdējos gados, kas ir radījis milzīgu pieprasījumu pēc jaudas litija{0}}jonu akumulatoriem.
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. oktobrī Kanādas litija sāls uzņēmuma NeoLithium publiskotais paziņojums liecina, ka Zijin Mining ir piekritusi iegādāties visas emitētās NeoLithium akcijas par C6,50 (aptuveni 32,84 RMB) par akciju par kopējo atlīdzību aptuveni C960 miljonu apmērā. (aptuveni 48,50 juaņas). miljards juaņu). NeoLithium pilnībā pieder Argentīnas Tres Quebradas (3Q) litija sāls ezera projekts ar 7 miljoniem tonnu litija karbonāta ekvivalenta (LCE).
3. novembra vakarā Shengxin Lithium Energy paziņoja, ka Shengyi International, uzņēmumam Honkongā pilnībā - piederošs meitasuzņēmums, plāno iegādāties 51% MaxMind Hong Kong akciju par cenu 76,5 miljonu ASV dolāru apmērā. (apmēram 489 miljoni juaņu). MaxMind Hong Kong, izmantojot tai pilnībā- piederošo Zimbabwe Sun Company, pieder kalnrūpniecības licences kopumā 40 reto metālu tīrradņiem, kas atrodas Sabi Star Lithium{8}}tantala raktuvju projektā Zimbabvē.
Runājot par sālsezeriem, divos Tibetas sālsezeros Alilongmucuo un Jiezechaka, ko investējis un izstrādājis Tibet Urban Investment, kopējās rezerves ir 3,9 miljoni tonnu litija karbonāta (lielas rezerves), 28 miljoni tonnu kālija hlorīda (vidējas rezerves) ), bors (ar trim rezervēm). Dibora oksīds) 3,3 miljoni tonnu (vidēja lieluma{5}} rezerves), no kurām litija karbonāta rezerves ir vienas no labākajām pasaulē. 25. novembrī uzņēmums tika slēgts pie dienas limita.
Tātad, kad beigsies litija karbonāta pieaugošā plūdmaiņa?
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 arī nesen paziņoja, ka ir sagatavots un sākts trešais litija cenas pieaugums, un litija karbonāta cena būs pirmā, kas novedīs pie kāpuma. Tās krāsaino metālu komanda konferences zvana minūtēs teica, ka krājumu uzkrāšana no ceturtā ceturkšņa līdz gada beigām būs litija cenu trešā pieauguma katalizators. Pirms pavasara svētkiem vai pat decembra beigām akumulatora-pakāpes litija karbonāta cena var sasniegt 250,000 juaņas par tonnu.
Guotai Junan Securities Nonferrous Metals komanda arī uzskata, ka spriedzes līmenis litija rūpniecībā 2022. gadā būs augstāks nekā 2021. gadā. 2022. gadā litija piedāvājums pieaugs par 33 procentiem -35 procentiem, bet vispārējā pakārtoto katodu un bateriju ražošanas grafiks ir dubultojies, un piedāvājuma pieaugumu var pilnībā kontrolēt pieprasījums. Ņemot vērā pastāvīgo fundamentālā piedāvājuma un pieprasījuma trūkuma modeli, mēs esam optimistiski noskaņoti, ka litija tūlītējā cena var turpināties līdz 2022. un 2023. gadam, un vidēja termiņa un ilgtermiņa perspektīvas netiks ierobežotas.
Saskaņā ar manas valsts Krāsaino metālu rūpniecības asociācijas Litija rūpniecības nodaļas statistiku, sākot ar 2021. gadu, litija produktu patēriņš pasaulē ievērojami pieaugs. Longzhong Information spekulē, ka sagaidāms, ka litija resursu piedāvājums 2022.-2023.gadā būs nedaudz nepietiekams, un litija cenu centrs būtiski pieaugs. Paredzams, ka litija cenas saglabāsies augstas 2022.-2023.gadā. 2024.-2026.gadā vietējās un ārvalstu litija raktuves un sālsezeru resursi Tomēr gaidāmā straujā pieprasījuma pieauguma dēļ piedāvājuma puse netiks būtiski pārpildīta, un sagaidāms, ka litija cenas zināmā mērā samazināsies, saglabājot augstu centru. .
