SMM October 21: October 20, there are media sources, Meishan City, Pengshan District and Yabao signed a new era of Yabao lithium battery material factory project investment agreement. It is reported that the total investment of the project is about 500 million US dollars and covers an area of about 260 mu. After the landing of the project, it will further strengthen the construction of lithium battery industry in Meishan City and inject new vitality into the development of hundreds of billions of lithium battery industry in Meishan City.
According to incomplete statistics, in recent years, Meishan City has made the lithium industry the top priority of its development. So far, it has introduced nearly 24 lithium power projects, including Shanshan Technology and Tianhua Super Clean, with a total investment of 60 billion yuan, and the annual production capacity related to lithium materials has exceeded 700000 tons.
Yabao, which is stationed in Meishan City, has one of the best lithium business in the world. Its products include lithium carbonate, lithium hydroxide, lithium metal, organic lithium compounds and other lithium salt products.
Among them, lithium carbonate as a particularly eye-catching price increase this year, its spot price successfully surpassed that of battery-grade lithium hydroxide, which always left it behind in the first half of the year. According to the spot price of SMM metal, as of October 21, the average price of domestic battery-grade lithium carbonate has reached 190000 yuan / ton, up 137000 yuan / ton from the beginning of the year, an increase of 258.5%.
"Click to view the spot price of SMM new energy metals
Of course, this is not the end. Previous research by SMM showed that there has been a shortfall of about 14% in lithium carbonate since August, and the tight supply of lithium carbonate is expected to continue in the second half of the year. Recently, due to the influence of power cuts downstream, the upward trend of lithium carbonate has slowed down. however, considering the recent increase in the number of lithium carbonate inquiry orders by lithium iron manufacturers, the market will be tight from November to December due to the demand for lithium iron phosphate and the winter supply reduction in Qinghai, and the upward trend of lithium carbonate prices is expected to remain.
The performance of lithium hydroxide is much lower than that of lithium carbonate, and the price is relatively stable in the near future. SMM's recent survey shows that although a large overseas factory has recently reduced its output of 6 series due to equipment self-examination, it has no impact on the high nickel production line for the time being, and the demand for lithium hydroxide is still on the rise, but at present, domestic mainstream battery factories have reduced their orders for high nickel materials, resulting in a weakening market demand for lithium hydroxide. It is expected that the price of lithium hydroxide will remain stable in the near future. "View details
![[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
