Fall 10,000 yuan a day! Lithium carbonate prices have a serious decline!
Recently, the prices of lithium carbonate of battery -level have fallen significantly. On December 26, lithium battery materials averaged the price of lithium batteries fell sharply. The average price of battery -grade lithium carbonate fell from 549,000 yuan/ton last week to 531,000 yuan/ton, and the average price of industrial -grade lithium carbonate fell from 518,000 yuan/ton last week to 499,000 yuan/ton.
It is understood that since late November, the price of lithium battery has begun to decline, and the average quotation of battery -grade lithium carbonate and industrial -grade lithium carbonate has fallen for more than 20 days!
What happened? Will the hot lithium carbonate market be gone forever? How long will the decline last?
According to business club data, since early November, the price of lithium carbonate has shown a significant downward trend, which once fell from 580,000 yuan/ton to 510,000 yuan/ton. It once fell to 510,000 yuan/ton, and there was a tendency to continue to explore.
Forbidden price! Stop subsidy! The price fell into a foregone conclusion?
I have to sigh that this market is really two days of ice and fire. The price of the previous month was still in the peak of 600,000 yuan/ton, but now it is this scene.
Policies: prohibit price lifting. On November 18th, the General Office of the Ministry of Industry and Information Technology and the General Office of the State Administration of Market Supervision and Administration issued the “Notice on Doing a Better Stable Development of Lithium -ion Battery Industry Chain Supply Chain” (hereinafter referred to as the “Notice”) pointed out that Market supervision departments should strengthen supervision, strictly investigate and punish the upstream and downstream of the lithium battery industry to hoard the strange, raised prices, and improper competition to maintain the market order.
Industry: Stop subsidy. For the new energy industry, this year is also the last year of the government’s subsidy for new energy vehicles, and the possibility of extension again is relatively small. The repeated epidemic this year also affects consumer consumption level to a certain extent, and the tram series is subsidized by the government. Slow.
Is the inflection point? Enterprises are still expanding crazy production!
From this point of view, it seems that the inflection point of the lithium carbonate market has arrived, but Guanghua Jun found that many companies are still madly put into production. They have different opinions on lithium carbonate!
According to the Greater Mining Industry Announcement, the company, Guocheng Holdings, Shanghai Jinyuan Sheng, and Jingcheng Investment intend to invest in Chifeng City, Inner Mongolia, investing in projects such as mineral resources development and new energy industry development. 100 million yuan, creating a “low -carbon” industrial park in the full industrial chain of the lithium battery. The industrial park plans to build eight projects, including lithium carbonate production projects, other lithium salt projects, new energy power station development projects, battery positive material production projects, 100,000 tons of artificial graphite negative materials integrated project, 10GWH lithium battery manufacturing project, battery Pack Pack Investment projects with public energy storage power stations, as well as investment and replacement stations.
However, reporters have contacted a number of lithium companies. Companies generally believe that the price of battery -grade lithium carbonate is still at a high level. Ganfeng Lithium also said on December 21 that the price of lithium carbonate is still operating high at present, and the company believes that this fluctuations are normal.
“We judge that the current price inflection point has not arrived. Although the price of lithium carbonate fluctuates slightly, the impact on the company is not great.” Fu Neng Technology said that the price of lithium lithium carbonate was about 300,000 yuan/ton. At present The price is still around 500,000 yuan/ton, and it is still at a high level, with a limited impact of a slight decline.
When will the turning point arrive? Where will I go after the follow -up?
In fact, in addition to the influence of market hype, high -priced support for lithium carbonate is the cost of supply and demand and lithium ore, and solving the mismatch of supply and demand is the root of alleviating the high price of lithium resources. However, according to the current speed of production, the supply of lithium in 2023 will increase by 22%, which will alleviate the problem of lithium shortage to a certain extent.
For the trend of lithium carbonate prices, industrial chain companies have also given some predictions and views. Zhang Yu, Secretary -General of the Power Battery Application Branch, said that with the gradual release of the capacity layout, it is estimated that the price of related materials will fall from next year, and it will gradually become reasonable; It is expected that the entire industrial chain will be surplus from lithium ore at the latest.
Post time: Jan-06-2023