SMM Sept. 23: recently, affected by the double control of energy consumption, a number of enterprises in many regions of the country have released the news of power and production restrictions in turn. Tianqi Lithium Industry, which has an annual production base of 20,000 tons of battery-grade lithium carbonate in Zhangjiagang, Jiangsu Province, has naturally received a lot of attention. On September 22, Tianqi Lithium Industry responded to the impact of Jiangsu power cuts on its Zhangjiagang enterprises, saying that the company's production base is currently in normal operation.
It is reported that Tianqi Lithium Industry Jiangsu Zhangjiagang Base, located in Zhangjiagang Free Trade Zone, Jiangsu Province, is currently the world's leading fully automatic production base of battery-grade lithium carbonate. at the beginning of its construction, it took the lead in using fully automatic production process to extract lithium from ores, and the highly automated production line also ensures the reliability of production and the stability of product quality.
With 20,000 tons of battery-grade lithium carbonate, it can be said to be a big cash cow for Tianqi lithium industry at a time when the price of lithium carbonate continues to soar. According to the spot quotation of SMM, as of September 23, the price of domestic battery-grade lithium carbonate has risen to 16000,162,000 yuan / ton, with an average price of 161000 yuan / ton, up 44500 yuan / ton from the beginning of the month, an increase of 38.2%.
"Click to view the spot market of SMM metal.
SMM believes that the production expansion plans of some domestic lithium iron manufacturers in the second half of the year may be delayed / stagnated due to the high cost of lithium prices and the shortage of iron phosphate, and the main growth points of lithium carbonate demand in the second half of the year will be affected. In addition, recently, some domestic traders have begun to increase their shipments, and the price quoted for lithium carbonate has tentatively risen to about 190000, but the acceptance of small and medium-sized material factories is low and it is more difficult to transmit, and the inquiry continues, but the purchase volume may not meet expectations. "View details
However, although the Zhangjiagang base of Tianqi Lithium Industry survived, according to SMM research, the electrolytic cobalt market, which is already in a tight supply situation, is exacerbated by the news that an enterprise in Jiangsu is expected to stop production until after the National Day. On the other hand, according to SMM research, power cuts in Sichuan, Jiangsu and other places have also affected the supply of lithium hydroxide. recently, orders for high-nickel materials in domestic material factories have still increased, and the purchase volume has increased, but due to the influence of environmental protection and power cuts, the operating rate has decreased.
As for lithium hydroxide, according to SMM quotations, as of September 23, battery-grade lithium hydroxide was quoted at 153000,156,000 yuan / ton, with an average price of 154500 yuan / ton, up 32500 yuan / ton from the beginning of the month, an increase of 26.6%.
By the close of trading on Sept. 23, Tianqi Lithium Industry had risen 0.3% to 105.73 yuan per share.
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