The latest news on June 2, salt lake lithium concept stocks plate after yesterday's strong rise, opened down today, a number of stocks fell significantly, among them, Koda Manufacturing encountered "Waterloo" shortly after the opening of early trading, the decline was as high as 10%, while yesterday's morning trading limit of Kuwo Tech, also fell below 5% to continue to decline, in addition, Tibetan Holdings, Tibet Mining and other stocks fell.
It should be noted that although the salt lake lithium extraction concept stocks opened collectively weak, but the recent salt lake lithium extraction in the context of lithium mine shortage and rising lithium prices, its development prospects are still worth looking forward to.
Previously, Citic Securities has commented that although the pace of production expansion of lithium extraction companies in Salt Lake in South America is accelerating, it is still unable to alleviate the current tight supply situation in the lithium industry. The integrated salt lake lithium extraction project is expected to expand its market share due to the advantages of low cost and low emissions, and the domestic salt lake lithium extraction industry will benefit from policy support and the development of lithium price warming will be accelerated. Optimistic that lithium prices continue to rise and companies with integrated layout recommend Ganfeng lithium industry and Shengxin lithium energy, and suggest paying attention to Tianqi lithium industry and Koda manufacturing.
Not only that, other institutions believe that lithium extraction from salt lakes is expected to become the cornerstone of global lithium supply in the future, while China is rich in lithium salt lake resources, and salt lake brine water resources account for 90%, with great potential for development.
Stone Forest, a researcher at Huaan Securities, said that in the future, the technical research on lithium extraction from salt lake will mainly focus on optimizing the front-end lithium extraction capacity and the back-end lithium salt production. It is suggested that attention should be paid to the electrochemical de-intercalation method of lithium industry in Central and South China, the improved adsorption method of Jiuwo Hi-Tech, and the bipolar membrane electrodialysis method used in the field of lithium hydroxide production.
As of June 1, according to the spot quotation of SMM, the average price of lithium metal was 620000 yuan / ton, up 27.8% from the beginning of the year.
"Click to view the spot market of SMM metal.
In addition, according to SMM recent research shows that due to the impact of the epidemic in India, domestic lithium export orders have decreased, but the impact may lag behind. However, the impact of the mainstream lithium importers such as the United States, Japan and France, which are also affected by the epidemic, is relatively small. China is the largest smelting base for lithium metal. At present, domestic mainstream lithium manufacturers are mainly concentrated in Jiangxi, Sichuan, Qinghai and other regions. In 2020, 506 tons of lithium were exported, and 216 tons were exported from January to April in 2021, an increase of 16.6 percent over the same period last year. Exports are expected to decrease slightly in May and June. "View details
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