Summary
[Lithium carbonate price reported 300,000 yuan/ton at both ends of supply and demand or support prices continue to rise (attached stock)]The price of lithium carbonate continued to rise. According to the data of the business agency, on January 6, 2022, the price of lithium carbonate in Shanghai Oujin Industrial Co., Ltd. increased, and the prices of industrial-grade lithium carbonate and battery-grade lithium carbonate increased by 5,000 yuan/ton. Among them, the ex-factory price of industrial-grade lithium carbonate was reported. The ex-factory price of battery-grade lithium carbonate is reported to be 300,000 yuan/ton.
The price of lithium carbonate continues to rise.According to the business agency data, on January 6, 2022, the price of lithium carbonate in Shanghai Oujin Industrial Co., Ltd. will increase. Industrial grade lithium carbonate andBatteryThe price of grade lithium carbonate is raised by 5000 yuan/ton, of which, the ex-factory price of industrial grade lithium carbonate is reported to be 280,000 yuan/ton.BatteryThe ex-factory price of grade lithium carbonate is reported to be 300,000 yuan/ton.
Baichuan Yingfu believes that the tight supply of lithium ore continues to increase, and the price is difficult to find, and the cost aspect boosts the lithium salt market. As the price of excipients rises, the cost of extracting lithium from mica and from salt lakes will rise accordingly. At present, many manufacturers supply old customers and their production capacity is saturated, so there are no bulk orders for sale. At the same time, close to the Spring Festival holiday, many manufacturers concentrated on suspending production for maintenance, resulting in reduced output. There is no large shipment on the market. It is difficult to alleviate the tight market supply. The downstream demand has exploded, and the expansion of production is rapid. The terminal new energy enthusiasm continues. Both ends of supply and demand will support the continued high price of lithium carbonate. The price change is expected to be around 20,000-40,000 yuan/ton.
In terms of A-share investment,West China SecuritiesIt is pointed out that at present, countries all over the world regard lithium resources as strategic mineral resources. It is essential to ensure the safety of lithium metal mineral supply and establish a local supply chain. At the same time, with the continuous price increase of lithium concentrate, non-integrated lithium salt processing The profits of enterprises are gradually thinning, and profits have largely moved to the resource side. Under the current background, integrated enterprises with guaranteed upstream resources and with incremental resources are significantly more competitive.
The agency recommends to pay attention to the Lijiagou spodumene mine mining and dressing project under construction.shareholderSichuan Energy Investment Co., Ltd. integrated the development of lithium resources in Ganzi and Aba prefecturesChuanneng Power, The beneficiaries include those who are advancing the 2.5 million tons/year lithium mine selection project of Yuanyang DamRongjie shares, Greenbush Mine has been increasing production in the next 5 years and can achieve greater output through OEMTianqi Lithium, Potash and Lithium in 2022PerformanceSuperbSalt Lake, It is expected that the expansion of Huashan mining and selection in Zhongbai City will be completed this yearYongxing Materials。
(Article Source:SecuritiesTimes Network)
Article source: Securities Times
Editor in charge: 43
Original title:[Opportunity mining]Lithium carbonate price reported 300,000 yuan/ton at both ends of supply and demand, or support prices continue to rise
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