Lithium carbonate price to increase the strength of lithium battery plate
Publish：Sino Energy Corporation Time：2017-01-09
[lithium engineering comprehensive report]
According to the social business data show that in January 4th, Li Sheng Industry Co. Ltd. (hereinafter referred to as Li Sheng Industry), Sichuan Xing Li Sheng material Co. Ltd. (hereinafter referred to as Sichuan Xing Sheng), Sichuan state lithium material Co. Ltd. (hereinafter referred to as the Sichuan country) and many other domestic manufacturers of lithium carbonate lithium carbonate production by price this is 2016, November three companies since the fourth price hike.
The industry believes that the price of lithium carbonate may be picked up with the stage, the new energy vehicle policy adjustments. Reporters noted that in January 4th, the outstanding performance of the lithium battery and the plate, after opening higher, up 1.91%, related stocks were particularly brisk, Australia Shunchang, EASPRING, providential materials, Keheng shares trading, Tianqi lithium industry, duofuduo, Wei Li billion, Nord shares more than just stocks rose more than 5%.
A number of enterprises to raise the price of lithium carbonate
According to the social business data show that in January 4th, Li Sheng Industry announced the latest price of lithium carbonate, industrial grade lithium carbonate price increase 500 yuan / ton to 121 thousand yuan / ton, battery grade lithium carbonate price increase 500 yuan / ton to 136 thousand yuan / ton. On the same day announced the increase of lithium carbonate price also includes Sichuan Xing Sheng, country manager of Sichuan lithium production companies, raised the price and Li Sheng industry agreed to 500 yuan / ton.
In fact, the price adjustment is the price of three fourth increase in production of lithium lithium carbonate manufacturers since November to 2016, Li Sheng industry as an example, the timing for the first three times in November 7, 2016, November 29th, December 28th, which raised the price of industrial grade lithium carbonate was 5000 yuan / ton, 5000 yuan / ton, 500 yuan / ton, raised the price of battery grade lithium carbonate was 3000 yuan / ton, 7000 yuan / ton, 500 yuan / ton.
In addition, the recent increase in the price of lithium carbonate also includes Jiangxi cloud lithium Limited by Share Ltd, Qinghai Zhonghong Mining Company Limited, Shanghai Xin lion Trade Development Co., Ltd. and Shanxi Big Dipper New Material Co. Ltd. etc.. However, the price rise in the enterprise, there are a number of companies have said the sources of tension, and old customers to take the goods; Sichuan Xing Sheng declared on January 4th that the supply mainly supply old customers walk alone.
China Nonferrous Metals Industry Association branch secretary general Zhang Jiangfeng Li told reporters that the price of lithium carbonate compared to the beginning of 2016 is not high, since November, the rise is a rebound. For a number of companies said the source of tension, Zhang Jiangfeng said, in fact, a large proportion of imports of lithium raw materials, supply is not so tight.
Lithium battery plate strong performance
Data show that lithium carbonate is one of the important raw materials of lithium batteries, the upstream product of Saline Lake brine, lithium feldspar, mica, lithium spodumene, downstream products more, including lithium hydroxide, lithium batteries, glass, ceramic, lithium alloy, lithium compounds etc.. Reporters noted that in recent years, lithium batteries, new energy vehicles has been the focus of public concern.
The recent strong price of lithium carbonate, lithium battery plate is also reflected in the trend. January 4th opening, the lithium battery plate all the way up, up 1.91%. Related stocks brisk performance, Australia Shunchang, EASPRING, providential materials, Keheng shares trading, Tianqi lithium industry, duofuduo, Wei Li billion, Nord shares and other stocks rose more than 5%, according to the reporter rough statistics, in the 111 lithium battery related stocks in the Eastern wealth, there are 96 stocks rise in varying degrees, only 4 stocks fell slightly.
In December 29, 2016, the Ministry of finance, Ministry of science and technology, Ministry of development and Reform Commission issued the "notice" on the adjustment of the application of new energy vehicles subsidy policy, the "notice" pointed out that, in addition to fuel cell vehicles, various models of 2019~2020 central and local subsidy standards and limit, in the basis of existing standards fall 20%; and from the vehicle energy consumption, mileage, battery performance, safety requirements and other aspects of improving financial subsidies access threshold, from January 1, 2017 onwards.
New energy vehicle subsidy policy is one of the important reasons for the lithium battery plate strength. In addition, in recent years, new energy vehicles, related facilities, both at home and abroad have developed better, made some progress." Zhang Jiangfeng told reporters.
Because the lithium battery is one of the core of the industrial chain of new energy vehicles subsidy policy landing is at present, many industry insiders believe is good, in this regard, CIC securities research report pointed out that the subsidy policy landing power to eliminate market uncertainty, sector is expected to usher in a rebound, there are two judges for the 2017 new energy vehicle market: Pratt & Whitney the end of development, industry competition, the upstream manufacturers from the production stage look into the fight customer resources era; battery energy density and subsidies linked to the amount, high energy density becomes the trend of development, in the short term is to improve battery materials, cutting-edge technology is expected to gain market attention.
