SMM January 4: as the first trading day in 2022, the spot prices of lithium-related products in today's new energy market ushered in a "good start". Among them, lithium metal rose again after rising 60, 000 yuan / ton on the last trading day of 2021, rising another 60, 000 yuan / ton to 1.395 million yuan / ton in a single day, an increase of 187.63% over the same period last year.
"Click to view the spot market of SMM new energy products.
It is worth mentioning that recently, Jiuwu Hi-Tech also issued a notice that the company received a contract notice from Jinhai Lithium Industry (Qinghai) Co., Ltd. 1000 tons / year Lithium Chloride pilot EPC Purchasing Project. According to the contents of the notice, Jinhai Lithium Industry intends to hand over the project to Jiuwo Hi-Tech Manufacturing for completion, and Jiuwo Hi-Tech intends to send an authorized representative to negotiate the signing of the contract with Jinhai Lithium Industry within 10 days of receiving the notice.
Jiuwo Hi-Tech Bulletin shows that lithium chloride is mainly used in the production of metal lithium, and metal lithium as an important material for the next generation of lithium batteries, its key is self-evident. (for details, see "Lanxiao Technology Jiuwu Hi-Tech received the contract notice of Jinhai Lithium Industry to build 10,000 tons of lithium carbonate and lithium chloride projects respectively")
For the future trend of lithium prices, China International Capital Corporation believes that even if more new projects will be put into production in 2022-2023, the overall supply and demand of lithium is still tight, and lithium prices may remain high. Northeast Securities also said that the lithium resources market in the next three years, the contradiction between supply and demand in the industry is prominent, supporting lithium prices to remain high for a long time.
Cinda Securities also said that as the peak season of new energy vehicle sales continues to heat up, superimposed by the stock boom at the end of the year and the continuing shortage of resources, lithium prices will maintain an accelerated upward trend.
As for lithium salts, although the performance of lithium carbonate rising by 3000 yuan per ton a day is slightly inferior to that of metal lithium, according to SMM research, Qinghai may open supply in 2022, but lithium carbonate quotation may remain high, and trading volume is expected to increase in early January, and lithium carbonate prices may rise significantly. "View details
As of January 4, 2022, the average spot price of domestic battery-grade lithium carbonate was 278000 yuan / ton, an increase of 424.53% over the same period in 2021.
As for battery-grade lithium hydroxide, the price of battery-grade lithium hydroxide has risen sharply since December 27, but its performance is relatively stable today, maintaining the price at 222500 yuan / ton. For the reason for the previous increase in the price of lithium hydroxide, SMM believes that with the rapid rise in the price of lithium carbonate, some iron and lithium manufacturers have increased their inquiry for lithium hydroxide, resulting in a sharp rise in the price of lithium hydroxide. "View details
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