According to reports, recent supply chains pointed out that the first-line battery factories, which previously insisted on a constant increase in the contract price for lithium batteries in 2022, recently began to notify customers who had signed the contract to renegotiate the price, which in principle raised the price by about 20%. Supply chains point out that due to booming demand and short-term catch-up by competitors, manufacturers' quotations are expected to rise across the board in 2022.
The price of battery-grade lithium carbonate exceeded 200000 yuan per ton for three consecutive days, up 359.8 percent from 43500 yuan per ton in the same period last year and 277.4 percent so far this year, according to SMM. Guotai Junan pointed out that the third lithium price increase has been brewing and started, lithium carbonate prices will take the lead to rise. On the basis that the current lithium price has reached an all-time high of 200000 yuan / ton, there will be room to rise in 2022 and 2023.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Tianqi lithium industry is one of the leading enterprises in the lithium industry, with a capacity of about 45000 tons of lithium salt at present; the company has the lowest cost of spodumene mine Terlison lithium mine in the world, and the cost advantage of lithium carbonate is obvious.
China Mineral Resources has a production capacity of 6000 tons of lithium carbonate per year, 25000 tons of battery-grade lithium hydroxide under construction, 3000 tons of LiF production capacity, 40% market share, and lithium hexafluorophosphate downstream.
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