Sháraigh an praghas 220,000 yuan / tonna, agus tháinig an praghas ar charbónáit litiam arís
De réir nuachta gnó, ar 24 Samhain, tháinig méadú ar phraghsanna carbónáit litiam i go leor cuideachtaí ar nós Shanghai Chen Litium New Material Technology Co., Ltd. agus Shanghai Qingli Industrial Co., Ltd., agus tháinig méadú ar phraghsanna tionsclaíocha{{1} }Ardaíodh carbónáit litiam de ghrád agus ceallraí-carbónáit litiam de ghrád de réir a chéile. Ina measc, sháraigh praghas na ceallraí -carbónáit litiam grád de Yongzhou Haoli New Material Technology Co., Ltd. 220,000 yuan / tonna, agus bhí an luachan roimhe seo suas le 200,{{7} }} yuan / tonna.
Tá baint dhíreach ag an ardú ar phraghas carbónáit litiam le forbairt mhór feithiclí nua fuinnimh le blianta beaga anuas, rud a d'eascair an t-éileamh mór ar chadhnraí ian litiam cumhachta.
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 9 Deireadh Fómhair, léirigh fógra a nocht NeoLithium, cuideachta salann litiam Cheanada, go raibh Zijin Mining tar éis comhaontú na scaireanna eisithe go léir de NeoLithium a fháil ag C6.50 (thart ar RMB 32.84) in aghaidh na scaire, ar chomaoin iomlán de thart ar C960 milliún. (thart ar 48.50 yuan). billiún yuan). Tá úinéireacht iomlán ag NeoLithium ar thionscadal loch salann litiam Tres Quebradas (3Q) na hAirgintíne le 7 milliún tonna de choibhéis carbónáit litiam (LCE).
Tráthnóna an 3 Samhain, d'fhógair Shengxin Litium Energy go bhfuil sé beartaithe ag Shengyi International, fochuideachta de chuid na cuideachta go hiomlán i Hong Cong, sciar 51 faoin gcéad a cheannach i MaxMind Hong Cong ar phraghas de US76.5 milliún (thart ar 489 milliún yuan). Is le MaxMind Hong Cong, trína -Chomhlacht Sun Company faoi úinéireacht iomlán, le ceadúnais mhianadóireachta do 40 cnapán miotail neamhchoitianta san iomlán atá lonnaithe ag Tionscadal Mine Sabi Star Lithium-Tantalum Mine sa tSiombáib.
Maidir le lochanna salainn, tá cúlchistí iomlán de 3.9 milliún tonna de charbónáit litiam (cúlchistí móra), 28 milliún tonna de chlóiríd photaisiam (cúlchistí meánacha) ag an dá loch salainn sa Tibéid, Alilongmucuo agus Jiezechaka, a d'infheistigh agus a d'fhorbair Tibéid Infheistíocht Uirbeach. ), bórón (le trí chúlchiste). Ocsaíd débhóróin) 3.3 milliún tonna (cúltaiscí meánmhéide), a bhfuil cúltaiscí carbónáit litiam i measc na cinn is fearr ar domhan. Ar 25 Samhain, dhún an chuideachta ag an teorainn laethúil.
Mar sin, cathain a thiocfaidh deireadh leis an taoide ardaithe de charbónáit litiam?
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.
Dúirt Guotai Junan Securities freisin le déanaí go bhfuil an tríú méadú ar phraghas litiam brewed agus tosaithe, agus is é praghas carbónáit litiam an chéad cheann a bheidh i gceannas ar an ardú. Dúirt a foireann neamhfheiriúil i miontuairiscí glaonna comhdhála go mbeidh stoc-charnadh sa cheathrú ráithe go dtí deireadh na bliana mar chatalaíoch don tríú ardú ar phraghsanna litiam. Roimh Fhéile an Earraigh nó fiú deireadh mhí na Nollag, féadfaidh praghas na ceallraí-carbónáit litiam grád 250,000 yuan / tonna a bhaint amach.
Creideann foireann Miotail Nonferrous Urrúis Guotai Junan freisin go mbeidh an leibhéal teannas sa tionscal litiam i 2022 níos airde ná sin i 2021. I 2022, méadóidh soláthar litiam 33 faoin gcéad -35 faoin gcéad, ach an ginearálta Tá dúbailt ar sceideal táirgeachta catóidí agus cadhnraí anuas, agus is féidir an méadú ar an soláthar a rialú go hiomlán de réir an éilimh. Ag clúdach, faoin bpatrún soladach ganntanas soláthair agus éileamh bunúsach, táimid dóchasach go bhféadfaidh an praghas spot litiam leanúint ar aghaidh go dtí 2022 agus 2023, agus ní chuirfear teorainn leis an ionchas meántéarmach agus fadtéarmach.
De réir staitisticí Brainse Tionscal Litiam mo thír Cumann Tionscal Miotail Neamhfheiriúla, ag tosú ó 2021, beidh méadú suntasach ar thomhaltas domhanda táirgí litiam. Tá Longzhong Information ag tuairimíocht go bhfuiltear ag súil go mbeidh soláthar acmhainní litiam beagán neamhleor i 2022-2023, agus go n-ardóidh an t-ionad praghsanna litiam go suntasach. Táthar ag súil go bhfanfaidh praghsanna litiam ard i 2022-2023. I 2024-2026, mianaigh litiam baile agus eachtrannacha agus acmhainní loch salainn Mar sin féin, mar gheall ar an méadú tapa ar éileamh, ní bheidh an taobh soláthair ró-sholáthar go mór, agus táthar ag súil go dtiocfaidh laghdú ar phraghsanna litiam go pointe áirithe agus lárionad ard á chothabháil. .
