The short-term shortage of lithium carbonate is difficult to change, and the price rises again.
according to the data of business agency, the battery grade lithium carbonate hit a new high in early October, with a slight increase of 0.12%, which slowed down a lot compared with the previous two months. At present, the factory price of battery grade lithium carbonate is between 155000-165000 yuan/ton, and the industrial grade is between 135000-158000 yuan/ton. This week, Baichuan information battery grade lithium carbonate was raised by yuan/ton, the recovery of monthly production and sales of new energy vehicles is expected to continue, and the supply and demand pattern of the industry is improving
lithium carbonate in short supply
insiders said, current "The price is at a high level, and the gross profit margin of lithium carbonate may reach 60%-70%, and the net profit will naturally be very considerable. Not long ago, jiangte electromechanical said in a survey that the cost of lithium carbonate is controlled within 70000 yuan/ton, and the gross profit of battery grade lithium carbonate per ton is nearly 100000 yuan.
data show that in September 2017, China's new energy vehicle market will not be able to find after-sales lithium-ion battery installation of 3.18gwh, a year-on-year increase of 40.31%. In the first nine months of 2017 The installed capacity was 14.75gwh, with a year-on-year increase of 24.14%. Overall, the lithium-ion battery market for new energy vehicles in China is developing steadily. On October 16, the Ministry of industry and information technology announced the new products declared in the announcement of road motor vehicle manufacturers and products (batch 301), and 168 models of 84 enterprises declared new energy vehicle products, including 82 pure electric products, 156 models, 4 plug-in hybrid products, and 8 models of fuel cell products
the lithium carbonate analyst of business society believes that in view of the huge demand for new energy vehicles, the short-term shortage of lithium carbonate will not change. Although the increase of producers gradually increases the lithium carbonate capacity of new customers in the market, with the coming of winter, the temperature in Qinghai and Tibet has decreased. It is expected that the salt lake lithium extraction plant will be shut down in November, and the lithium carbonate supply will be further tightened. At present, most manufacturers and dealers in the market basically have no spot inventory, and the market is still in short supply
lithium resources are the key
in the first half of the year, Tianqi lithium and Ganfeng lithium, the mainstream suppliers of lithium carbonate in China, recorded good performance. Tianqi lithium had a revenue of 2.115 billion yuan and a net profit of 924 million yuan in the first half of the year; Ganfeng lithium had a revenue of 1.625 billion yuan and a net profit of 607 million yuan in the first half of the year
however, the performance of revenue and profit margin of enterprises that only do lithium carbonate is not eye-catching. For example, the revenue of Yahua group in the first half of this year was 1.028 billion yuan, and the net profit was 127million yuan. Similarly, Ronghui lithium had a revenue of 377 million yuan and a net profit of 92 million yuan in the first half of this year
the huge profits make many companies rush to improve lithium technology and lithium resources. On October 10, China Portugal Co., Ltd. announced that it planned to purchase 100% equity of Qinghai CITIC Guoan Lithium Industry Development Co., Ltd. from Qinghai CITIC Guoan Technology Development Co., Ltd. through non-public offering. The two sides preliminarily determined the transaction price to be about 2.7 billion yuan
since this year, enterprises such as Zangger potash, Minmetals Salt Lake, Lanke lithium and Lubei chemical have also provided solutions: press the arrow direction marked on the emergency stop button to rotate it, and then you can start your own lithium carbonate projects one after another. In addition, enterprises including Dow technology, Huayou cobalt, Yongxing special steel, Waterma, etc. have set their sights on the upstream lithium resource industry to pave the way for the development of lithium carbonate business. In addition, a large number of small and medium-sized enterprises plan to enter the lithium carbonate industry
Zhou Tianyu, an analyst at zhuochuang information, believes that the three most important key issues of the lithium carbonate project are: resources, technology and capital. In terms of resources, whether lithium ore, brine or recycled materials, most of the projects with stable supply of high-quality resources have been successful, and it is also crucial to realize stable and high-quality large-scale continuous production technically. In other words, enterprises that currently have lithium mineral resources have better growth space in the future, and it is not advisable to easily launch tens of thousands of tons of lithium carbonate projects. Mastering the upstream lithium mineral resources is the key to the development and growth of lithium carbonate enterprises in the later stage. Investors need to be vigilant against companies that blindly stick to the "lithium label"
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