SMM February 21: this afternoon, the lithium battery lithium mining plate rose rapidly, Ya Chemical Group, China Mineral Resources, Sony Finance and other intraday trading, Fangyuan shares, China Science and Technology, Dow Technology and other stocks rose more than 5%.
On the news, at noon today, some media said that according to industry sources, the "14th five-year Plan" new energy storage development plan will be officially launched in the near future. According to incomplete statistics, up to now, more than 20 provinces have clearly defined the specifications and requirements of matching energy storage equipment, and clearly defined the allocation and storage ratio and allocation of time requirements. A number of industry insiders predict that with the expansion of the installed capacity of the "14th five-year Plan", local energy storage security policies will be further expanded to promote the expansion of energy storage scale and the development of the industry.
Stimulated by this news, the energy storage plate rose rapidly in the afternoon, Igor, Invik intraday trading, Kehua data, Costa, CLP Xingfa and other stocks have followed.
In addition, according to the official microblog of Guangzhou Futures Exchange on February 20, Zhu Lihong, general manager of Guangzhou Futures Exchange, said a few days ago that she would actively and steadily promote the research and listing of green development futures products such as carbon emission rights, electric power, new energy metals, and so on. Guangzhou Institute is speeding up the research and development of industrial silicon, polysilicon, lithium, rare earth, platinum and palladium and other metal futures, and completing product contract design and related rules preparation for listing as soon as possible, so as to provide effective risk management tools for the development of photovoltaic, energy storage and other new energy industries.
In the spot market, according to the spot price of SMM, the spot price of battery-grade lithium carbonate has risen all the way up recently. as of February 21, its spot price has risen to 44.4-452000 yuan / ton, with an average price of 448000 yuan / ton, up 10, 000 yuan from the previous trading day.
"Click to order to view the spot historical price of SMM new energy products.
Recent research by SMM shows that on the supply side, output of lithium carbonate enterprises rebounded slightly after overhauling in February, while the demand for four major cathode materials all decreased significantly in February, and the overall demand for lithium carbonate decreased by about 6 per cent. At present, the market gap has narrowed slightly, but the gap is still there, resulting in the upstream lithium carbonate quotation still in the upstream state. At present, the expansion of lithium iron phosphate downstream continues, lithium carbonate inquiry to maintain a high degree of heat, it is expected that the mainstream transaction price will further increase. "View details
And it is worth mentioning that recently, the spot price of domestic battery-grade lithium hydroxide also continues to rise. As of February 21, the spot price of battery-grade lithium hydroxide rose to 380000-389000 yuan / ton, with an average price of 384500 yuan / ton, up 12000 yuan from the previous trading day.
SMM survey shows that in February, lithium hydroxide supply-side decline is greater than the demand-side decline, lithium hydroxide gap enlarged, resulting in a significant increase in prices. Near the end of February, the order volume of high-nickel material enterprises has increased, in the case of the upstream quotation continues to rise, downstream enterprises are expected to passively accept the increase in raw materials, the transaction price further upward. "View details
While Guotai Junan is also optimistic about the continued upward price of lithium salt in the first quarter, they said that the domestic mainstream lithium smelters were frequently overhauled in the first quarter, and the shortage of mine supply also restricted the production of lithium salt in the near future. On the demand side, due to the shortage of raw materials, enterprises passively reduce production, but the purchasing sentiment is still strong, and prices are expected to continue to rise.
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