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After the Spring Festival, domestic lithium carbonate prices continued to rise, hitting a record high
.
As of February 17, the average price of industrial-grade lithium carbonate has reached 399,000 yuan (ton price, the same below), and the average price of battery-grade lithium carbonate has reached 420,000 yuan
Baichuan Yingfu said that some lithium carbonate manufacturers have entered the maintenance stage, production has been reduced, and there is no large-scale shipment on the market
.
Most of the manufacturers are maintaining old customers, and there is no excess supply.
Looking forward to the annual fundamentals of lithium carbonate, Zhuochuang Chemical analyst Han Minhua believes that the mismatch between market supply and demand will continue
.
Judging from the domestic situation, lithium carbonate will still be in short supply in 2022, and the growth in demand is mainly concentrated in the downstream lithium iron phosphate
.
Lithium iron phosphate is one of the cathode materials of lithium batteries, and lithium carbonate is the key raw material of lithium iron phosphate
Relevant data show that in 2022, it is expected that more than 600,000 tons of lithium iron phosphate production capacity will be released, and the consumption of lithium carbonate will increase by nearly 150,000 tons
.
At present, some companies that plan to put into production are in the process of stockpiling raw materials and negotiating long-term contracts, which further exacerbates the tight spot situation of lithium carbonate
In terms of terminal demand, Minsheng Securities predicts that in 2022, new energy passenger vehicles will enter a period of accelerated popularization, and sales are expected to sprint to 5.
2 million units, with a growth rate of 56%
.
According to data from the Passenger Federation, the retail sales of new energy passenger vehicles in China reached 347,000 in January
The overall sales performance of the new energy vehicle market is better than expected.
The output of new energy vehicles continues to increase, and the supply of high-quality models is superimposed on the scale effect of the industry.
The new energy vehicle industry will continue to develop well and increase the demand for lithium batteries
.
It is estimated that the global demand for lithium batteries will reach 943.
From the perspective of supply, the new production capacity of many lithium salt enterprises including Ganfeng Lithium Industry, Shengxin Lithium Energy, Tianhua Ultra Clean, Yongxing Materials, Yahua Group, and Tibet Everest in 2021 is due to the long construction period and technical limitations.
and other factors, it cannot be released quickly
.
Many projects will not be put into production in the second half of 2023 or even at the end of the year, and it will take time for commissioning after the production line is completed
Qu Yinfei, a lithium analyst at Shanghai Ganglian's New Energy Division, said that in the face of strong demand and insufficient supply, it is expected that the price of lithium carbonate will remain high in 2022, and the price of battery-grade lithium carbonate may exceed 500,000 yuan
