On the morning of March 25, lithium battery stocks rose rapidly after a slight decline at the start of trading, rising as much as 75 yuan / ton to 1990.25 yuan / ton at one point. By noon close, lithium battery plate index rose 0.27% to 1980.39 yuan / ton, Tianzhi material, Dexin Transportation, Fengyuan shares sealed the limit, Stone Dacheng Shenghua, National Technology and Tiantie shares rose more than 6%. New Zebang, Skyline shares, Polyfluorodo and other stocks have risen.
On the news side, Tianci announced that the net profit attributed to shareholders of listed companies in the first quarter of 2021 is expected to be 250 million yuan-300 million yuan, an increase of 502.35% 622.82% over the same period last year.
It is worth mentioning that the shortage of lithium ore supply in Australia has not been alleviated. The clearing of lithium minerals leads to tight supply and significant cost-end support. Take the price of lithium carbonate as an example. According to SMM data, the price of battery-grade lithium carbonate rose another 1500 yuan to a new high of 87000 yuan per ton this year, up 12% from last month, and remained stable for the next two days, on the basis of an increase of 1000 yuan per ton the day before.
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Today, the price of SMM battery-grade lithium carbonate is 85000-89000 yuan per ton, with an average price of 87000, up 0% from yesterday.
The agency believes that this round of lithium carbonate market is mainly driven by demand, after which it is expected to stack the production capacity of Australian spodumene mines, the price of raw spodumene starts to promote lithium carbonate and lithium hydroxide price resonance, and the prosperity of the industry is expected to continue to improve.
In addition, recently, the Ministry of Industry and Information Technology, equipment Center and other departments jointly held a discussion meeting on the revision of the "Technical Standard for GB/T28382 Pure Electric passenger vehicles" and proposed to add some contents of miniature low-speed passenger vehicles, involving the definition of vehicle models, battery types, specific power, and so on. Among them, it is mentioned that the battery types of low-speed cars only accept ternary lithium batteries and lithium iron phosphate batteries, and it is expected that the rapid growth of lithium iron phosphate batteries in recent years may usher in a new growth point.
According to SMM research data, the lithium salt market was partially traded this week, with a slight shortage of battery-grade lithium carbonate and a continued rise in prices, as mineral resources constraints led to a reduction in smelter production. In terms of industrial carbon, some traders began to ship at low prices, but did not show a downward trend in prices. Lithium hydroxide is currently quoted up to 75000 yuan / ton, with a small transaction price of more than 70, 000 yuan / ton. at present, the domestic supply of stable electric hydrogen is reduced, and the downstream begins to gradually turn to new production capacity samples. "View details
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