SMM December 13: recently, for the upstream lithium mine and downstream lithium salt prices are both rising, there are investors in the interactive platform to inquire about the impact of Yahua Group. Ya Hua Group replied that the price of lithium concentrate varies greatly by market fluctuations, while the gross profit margin of lithium salt is affected by factors such as the purchasing cost of lithium ore, market demand and price changes of lithium salt products, and the specific situation cannot be predicted for the time being. However, it is certain that the rise in the price of lithium salt products can absorb the impact of the rise in lithium concentrate to some extent.
According to SMM historical prices, as of December 13, the spot price of spodumene concentrate (6% CIF China) was US $2000 per ton, up 1582.5 yuan per ton from the beginning of the year, or 379.04 per cent.
"Click to view the historical price of SMM Metals.
According to SMM, although the release rate of global lithium resources is obviously accelerated from 2020 to 2025, the release rate is limited by mine project planning, geographical factors and political risks, and the rate of production expansion is lower than the growth rate of demand, so there will still be a supply gap in the market from 2020 to 2025. "View details
As for the price of lithium salt, the price of lithium salt, led by battery-grade lithium carbonate, rose rapidly in the third quarter of this year, and remained unchanged after breaking through 200000 yuan / ton. as of December 13, the average spot price of domestic battery-grade lithium carbonate was 223000 yuan / ton, up 320.75% from the beginning of the year.
"Click to view the price of SMM new energy products
As one of the major domestic producers of lithium carbonate and lithium hydroxide, Yahua Group currently has an annual production capacity of 43000 tons of lithium hydroxide and lithium carbonate. It is estimated that by 2025, the annual production capacity of lithium hydroxide and metal lithium will be 5000 tons and 1000 tons respectively.
In recent years, in order to stabilize the lithium salt price of the company, Yahua Group is also constantly allocating upstream lithium resources, including Lijiagou lithium mine project in China, overseas Trigg Hill project and DSO lithium project abroad. However, according to the news on November 30, the lithium mines of the three projects have not been put into production and supply for the time being. On the same day, Ya Hua Group also responded to questions from investors that the company will actively look for lithium resources through a variety of channels, including but not salt fish lithium mines and salt lakes and other resource projects.
At present, the lithium inventory of Yahua Group can meet the normal production of the company, but with the coming of low temperature in winter, the change of season has no great impact on the production of the company, and the factory is still arranging production according to the order situation.
As for the future trend of lithium salt prices, according to recent SMM research, lithium carbonate stock mood at the end of the year is becoming more and more serious, downstream lithium iron phosphate and ternary materials production growth is more obvious, raw material inventory continues to increase, it is expected that the price will continue to rise in the future. As for lithium hydroxide, although the recent quotations of major domestic manufacturers are relatively stable and there are still some stocks in the market, the demand for the conversion of lithium carbonate may appear, and the price is expected to rise at the end of the month. "View details
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