On February 28, Xin Guobin, Vice Minister of the Ministry of industry and information technology, said when talking about the follow-up work, strengthen resource guarantee. Focus on meeting the production needs of power batteries, moderately accelerate the development progress of lithium, nickel and other resources in China, and crack down on unfair competition such as hoarding and raising prices. At the same time, we will improve the recycling system of power batteries, support technical breakthroughs such as efficient disassembly and recycling, and constantly improve the recycling rate and resource utilization efficiency.
According to the business news agency, on February 28, the price of lithium carbonate of Shanghai Qihua International Trade Co., Ltd. was reported at 470000 yuan / ton. Huachuang Securities pointed out that the price of battery grade lithium carbonate continued to rise. In the short term, the lithium market is still tight and the downstream demand is strong, driving the lithium price to rise steadily. In the medium term, the development cycle of upstream lithium ore is long, and the supply shortage pattern is expected to be difficult to change in the next 2-3 years. Downstream electric vehicles and energy storage have accounted for more than 60% of lithium demand. With the high growth of downstream demand, the lithium industry is expected to achieve high growth.
Northeast Securities Co.Ltd(000686) believes that the prosperity of lithium industry may exceed expectations. In terms of supply, there are few deterministic supply increments, many overseas lithium resource projects under construction are in early stages, and the government is cautious about the development of lithium resources, so the supply situation may be more tense in the future. In terms of demand, new energy vehicles have entered a stage of rapid development, energy storage lithium batteries will usher in an explosion period, and electric vehicles + energy storage will contribute to the core increment in the future. In conclusion, the contradiction between supply and demand in the lithium industry may exist for a long time, and we are optimistic about the long-term high prosperity of “white oil” lithium resources. The target allocation value with strong performance release certainty and significant marginal improvement is highlighted. Related to the related subject of the related related related related related related to the related related related related to the following: Youngy Co.Ltd(002192) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Tibet Mineral Development Co.Ltd(000762) , Tibet Urban Development And Investment Co.Ltd(600773) , Tibet Summit Resources Co.Ltd(600338) , etc.
