According to the data monitoring of business agency, the price of industrial grade and battery grade lithium carbonate still showed a sharp upward trend this week. At present, the upward trend has not slowed down. On September 16, the average price of industrial grade lithium carbonate in East China was 146400 yuan / ton, which was 8.77% higher than that in early Zhou (the average price of industrial grade lithium carbonate in East China was 134600 yuan / ton on September 12). On September 16, the average price of battery grade lithium carbonate in East China was 152800 yuan / ton, which was 7.76% higher than that in early Zhou (the average price of battery grade lithium carbonate in East China was 141800 yuan / ton on September 12). As of September 16, the comprehensive quotation of industrial grade lithium carbonate market is around 133000 ~ 1710000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market is around 143000 ~ 176000 yuan / ton.
By observing the market changes, the price of lithium carbonate continued to rise sharply this week, and the price basically increased to varying degrees every day. The rising price is caused by the tense relationship between supply and demand in the lithium salt market, coupled with the delay of shipping schedule caused by the epidemic, resulting in a decline in overseas imports and an obvious reduction, which has a lot of impact on the supply of the domestic market. On September 14, the auction price of the second batch of 8000 tons of lithium concentrate of Pilbara, the main lithium mining company in Australia, reached 2240 yuan / ton, continuing to hit a record high, which makes the lithium price of subsequent lithium salt plants continue to rise under the condition of reasonable profits.
At present, on the demand side, the new production line of lithium iron phosphate enterprises is put into operation, superimposing the downstream demand increment. The overall demand for lithium carbonate increases, and the market is in short supply. The inventory of downstream material enterprises is tight. In order to maintain orders, the purchase intention is strengthened, which promotes the lithium carbonate price to continue to rise rapidly. In terms of raw materials, it is difficult to get one ticket of overseas lithium concentrate, and the price of lithium ore has reached a new high. With the impact of cooling climate in China, the output of Salt Lake will also decrease, which makes the demand for raw materials more tense.
The downstream domestic industrial lithium hydroxide market continues to rise, the upstream spodumene price is strong, and the market supply has increased recently, but the spot supply of mainstream manufacturers is still limited, and the downstream follow-up is positive and stable.
In terms of lithium iron phosphate, the market is dominated in a narrow range, the upstream cost support is strong, the rise is not reduced, the negotiation focus is high, lithium iron phosphate keeps pace, rises in a narrow range, and the transaction atmosphere is strong.
The lithium carbonate analysts of business society believe that under the current situation of sharp rise in raw materials, the profits of production enterprises are greatly reduced. Therefore, only increasing the sales price can increase the profits. Coupled with the rising demand for downstream production release, it is expected that the price of lithium carbonate will continue to rise in the short term.
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