SMM, Sept. 30: after falling for five consecutive days, the lithium battery concept plate has finally made a comeback, rising all the way since the opening of trading in the morning, with the lithium battery index rising more than 4% and the salt lake lithium extraction index up nearly 5%. At the same time, the performance of individual stocks is also very eye-catching, with stocks such as Mount Qomolangma in Tibet, Zangge Holdings, Shengxin Lithium Energy, and Divine Gift Materials up by the daily limit, while fluorine and Mount Qomolangma in Tibet are up more than
According to the news, on September 26th, Mount Qomolangma in Tibet announced that it plans to raise no more than 8 billion yuan. It will be used for the lithium extraction construction project of Argentina Lithium potassium Co., Ltd., the 6 million-ton mine mining / annual transformation and expansion project of Tazhong Mining Co., Ltd., the lithium salt lake resources exploration project of Argentina Tosa Co., Ltd. and supplementary working capital.
On September 25, Tibet Mining disclosed the specific construction plan of Zabuye Salt Lake. This time, Donghua Science and Technology won more than 2.8 billion yuan of Zabuye Salt Lake project general contract + operation contract. It is reported that the scale of the project is to produce 9600 tons of battery-grade lithium carbonate, 2400 tons of industrial-grade lithium carbonate and 156000 tons of potassium chloride per year.
Of course, in addition to the various actions made by various enterprises in extracting lithium from the salt lake, many power battery companies have also made frequent efforts. The most eye-catching performance in recent days is the Ningde era, which has made two consecutive moves on lithium ore. On September 27th, Suzhou Tianhua Times New Energy Industry Investment Co., Ltd., a Ningde time shareholding company, invested US $240 million in Manono, a lithium project of Australian mineral exploration company AVZ Minerals. After the investment, Tianhua Times acquired a 24% stake in the project.
On Tuesday, local time, Ningde Times admitted to buying a 100% stake in Millennial LithiumCorp for C $377 million. Millennial LithiumCorp has two world-class lithium salt lake projects in Argentina and is rich in lithium resources.
In addition, in terms of expanding the production of lithium battery projects, Tianzhi announced on September 28th that the company intends to invest 935 million yuan to build an "annual capacity of 41000 tons of lithium-ion battery materials project (phase I)" through the establishment of a wholly-owned company. Jerry shares and Yi Chengxineng have also announced that they intend to invest in the construction of lithium-ion battery anode materials integration project.
Last night, Germany Nano, a leading enterprise of lithium iron phosphate, announced that it would invest about 3.5 billion yuan to build a "project with an annual output of 25000 tons of lithium supplements" in Qujing Economic and technological Development Zone.
From the frequent actions of the above companies, it is not difficult to see that even if the overall performance of the lithium plate was slightly depressed a few days ago, the industry's bullish mood on the lithium industry is still unabated. And since July, the price of raw materials for power batteries has risen rapidly. As of September 30, the average spot price of battery-grade lithium carbonate has increased from 87500 yuan / ton at the beginning of July to 176750 yuan / ton, an increase of 102%.
"Click to view the spot market of SMM metal.
According to SMM analysis, in the medium and long term, the expansion of iron and lithium market is obviously delayed in the second half of the year, and the increase in demand is lower than expected, but the gas and electricity restrictions brought about by the fourth quarter may affect upstream production, and the supply and demand structure of lithium carbonate is expected to remain tense. "View details
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