SMM July 22nd: in early trading today, the lithium battery plate continued yesterday's rally after many days of silence, continued to be active and opened higher, and Jiangte Motor rose in a straight line in intraday trading, winning two consecutive plates. Rongjie shares, Baichuan shares and other shares rose.
On the news side, the lithium battery plate set off a massive rise and stop yesterday, for a time, a number of institutions reiterated the continued bullish attitude towards the lithium plate.
According to the spot price of SMM, domestic battery-grade lithium carbonate rose for the first time on July 21 after a three-month silence, with an average spot price of 88000 yuan / ton, up 500 yuan / ton from the low price in recent months.
"Click to view the spot market of SMM metal.
Guotai Junan said that this situation indicates that lithium prices are expected to enter the second round of rise. The agency predicts that the shortage of supply and demand in the lithium industry will intensify in the future, and the lithium industry may enter a hard shortage in the second half of the year. With the increase in the purchase quantity of lithium in downstream enterprises, the downstream attitude towards procurement will evolve from normal procurement to replenishment to rush for goods. The tight degree of supply and demand and the change of lithium price are non-linear, raising the lithium price forecast in the second half of the year to a historical high of 180000 / ton.
Citic Securities also agrees with this, saying that the strong growth in downstream demand has led to a renewed rise in lithium carbonate prices. It is expected that the upward cycle of this round of lithium prices can last at least more than a year, and the price can be seen as high as 12-150000 yuan / ton.
The high certainty and long-term growth of the lithium plate is expected to attract continuous capital inflows, continue to be optimistic about the allocation value of the lithium plate, with emphasis on Ganfeng lithium industry and Shengxin lithium energy, and it is recommended to pay attention to China Mineral Resources, Yongxing materials, Rongjie shares and Koda manufacturing.
In fact, as early as before, SMM expected the future price of lithium carbonate and said that in the third and fourth quarters, SMM expected production in some parts of Qinghai to decline, and downstream concerns about raw material supply began to stock ahead of schedule, and lithium carbonate prices would still rise to 100000 yuan / ton in the second half of the year. "View details
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