Pilbara, an Australian lithium miner, held the first lithium concentrate auction in 2022 on April 27, Beijing time, with a transaction price of US $5650 / ton, in line with market expectations. The auction totaled 5000 tons. Combined with the freight cost of more than 900000 tons of lithium / carbonic acid, equivalent to about 380000 US dollars.
China, the United States and Europe have vigorously developed new energy, and global mining has become the norm. The industry pattern of “external supply, including demand” of lithium mine is very clear. The growth rate of new energy vehicles is rising continuously and the development cycle of lithium resources is long. At present, the shortage of lithium mine supply is still difficult to alleviate. Minsheng securities research report pointed out that only by accelerating the development of China’s lithium resources and ensuring the supply of China’s own lithium resources can we ensure the safe development of China’s Shanxi Guoxin Energy Corporation Limited(600617) industrial chain. Otherwise, the profits of the industrial chain will be quickly transferred to the upstream and abroad, highlighting the strategic importance of China’s local lithium resources.
According to the theme database of financial Associated Press, among the relevant listed companies:
Youngy Co.Ltd(002192) wholly-owned Rongda lithium industry, owns the No. 134 methylka vein mine with the best resource endowment in Sichuan, with a current production capacity of 70000 tons / year.
Sinomine Resource Group Co.Ltd(002738) plans to acquire bikita lithium mine in Zimbabwe, and has the reserve of lithium mineral resources, equivalent to 849600 tons of lithium carbonate equivalent; Its own lithium mine, the 120000 ton spodumene mining and dressing capacity of Tanco mine in Canada, has been officially put into operation in October 2021.
