The price of lithium battery industry chain continues to rise, and the price of lithium carbonate, which has attracted much attention, has accelerated and jumped, standing at the level of 300000 yuan / ton.
the average price of lithium carbonate stood firm at 300000 yuan / ton
2021 is a big year for the lithium battery industry, and prices in many links of the industrial chain have risen sharply. According to the data of business society, the prices of lithium carbonate, lithium hydroxide and magnesium increased by 432%, 317% and 214% respectively in 2021, which are the three best commodities in 2021.
It is worth noting that in 2022, the trend of price increase is still continuing. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again today, and Co3O4 rose by 10000 yuan / ton; Lithium hydroxide increased by 6000-8500 yuan / ton. Among them, the price of lithium carbonate increased by 7500 yuan / ton, with an average price of 302500 yuan / ton. Compared with the price of 280000 yuan / ton at the end of 2021, the price of lithium carbonate increased by nearly 10% this year.
According to the Zhongtai Securities Co.Ltd(600918) Research Report, the stock market at the end of the year pushed up the price of lithium carbonate and accelerated the upward trend. In addition, the prosperity of the global new energy industry continued to rise, the electric vehicle market in China, the United States and Europe resonated, and the upward trend of upstream raw material prices continued to strengthen.
the battle for lithium resources begins
Chile announced in October last year that it would provide five 80000 ton quotas to domestic and overseas companies, with a total of 400000 tons of exploration and production contracts. The successful bidder will receive seven years of exploration and development projects and 20 years of production time, and the bidding will end in mid January.
However, with the prominence of the importance of lithium resources, the bidding faces the risk of termination. On January 4 local time, Chilean lawmakers applied to the house of representatives for an injunction to prevent the outgoing government from accepting bids for lithium mining contracts. The congressman said that lithium is an important natural resource of strategic significance, and the current government is putting the overall interests of the country at risk.
Huaxi Securities Co.Ltd(002926) the research report points out that at present, countries around the world regard lithium resources as strategic mineral resources one after another. It is very important to ensure the supply security of lithium metal minerals and establish a local supply chain. At the same time, with the continuous rise in the price of lithium concentrate, the profits of non integrated lithium salt processing enterprises are gradually thinning, and the profits have largely moved to the resource side. Under the current background, the competitiveness of integrated enterprises with upstream resource guarantee and incremental resources is obviously stronger.
the trend of concept stocks is “bumpy”
Although the price rise in the industry continues, the recent share price performance of lithium battery concept stocks is quite “bumpy”. Today, concept stocks rebounded strongly, Tibet Mineral Development Co.Ltd(000762) , Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) and other stocks rose sharply.
However, just yesterday, the lithium battery plate was another scene. The plate fell sharply for two consecutive days. Today’s sharp leading stocks such as Tibet Summit Resources Co.Ltd(600338) , Tibet Urban Development And Investment Co.Ltd(600773) all adjusted sharply for two consecutive days, and the track stocks seemed to become the “abandoned son” of the market.
The price deviates from the stock price performance. The previous concern of the market is the sustainability of the price rise and whether the price rise will have a negative impact on the industrial chain. This game between industrial chains has been staged in the photovoltaic industry. The recent decline of silicon material price not only did not boost the stock price of downstream group price enterprises, but further affected the pessimism of investors towards the whole industry.
(Financial Associated Press)
