The price of lithium carbonate exceeds 200000 / ton! The high prosperity of the lithium industry continues to contribute to these policies this year! [special topic on SMM]

In recent years, with the rapid development of the field of new energy vehicles, the state has issued a number of policies and regulations to promote the development of lithium battery industry. According to the time line, SMM has roughly sorted out the relevant policies of the lithium battery industry for you after entering 2021, as follows:

In the 2021 Government work report of March 2021, it is mentioned that facilities such as parking lots, charging piles and power stations should be increased to speed up the construction of power battery recycling system. In the part of speeding up the construction of power battery recycling system, the government work report mentioned that the current service life of power batteries is generally 5-8 years, which means that the new energy batteries put into the market in the early stage are basically at the critical point of phase-out. In order to let the "decommissioned" power storage battery continue to give full play to the waste heat, our country continues to improve the relevant system construction in the recycling of power storage battery.

In March, 2021, the third part of the 14th five-year Plan and the outline of the 2035 long-term goals mentioned that it is necessary to break through the key technologies such as high-safety power batteries of new energy vehicles, university drive motors, high-performance power systems and so on. New energy vehicles and intelligent vehicles have become one of the core competitiveness of the manufacturing industry.

3 on June 28, the Ministry of Industry and Information Technology issued the key points of automobile standardization in 2021, which mentioned that in the field of new energy vehicles, strengthen the safety guarantee of electric vehicles, carry out the evaluation of the implementation of safety standards such as electric vehicles, power batteries and power exchange, and promote the release and implementation of safety requirements for conductive charging and post-collision safety requirements. It is necessary to support the green development of electric vehicles, carry out pre-research on standards such as general requirements for power battery recycling and design guidelines for echelon utilization, and complete the formulation of power battery recycling service network standards.

Ministry of Industry and Information Technology: strengthening the safety guarantee of electric vehicles to support the innovative development of power exchange mode

In its reply to proposal No. 1257 of the fourth session of the 13th National Committee of the Chinese people's political Consultative Conference (CPPCC) on August 24th, the Ministry of Industry and Information Technology mentioned that it will further improve the management system for the recycling of power batteries for new energy vehicles, continue to improve the ecology of power battery cascade utilization, and accelerate the release of national standards such as echelon utilization requirements, product logos and Discharge specifications.

In addition, the Ministry of Science and Technology said to carry out power battery echelon application technology, focusing on the study of echelon utilization of battery and system safety evolution law, the establishment of decommissioned battery echelon application technical specifications.

Ministry of Industry and Information Technology: will further improve the management system for the recycling of power batteries for new energy vehicles

5 on August 27, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Ecology and Environment, the Ministry of Commerce and the General Administration of Market Supervision jointly issued the measures for the Management of echelon Utilization of batteries for New Energy vehicles. Among them, it is proposed to encourage cooperation between echelon utilization enterprises and power battery production enterprises, strengthen information sharing, make use of existing recycling channels, and efficiently recycle waste power batteries for echelon utilization.

"the administrative measures for the echelon utilization of power batteries issued by the Ministry of Industry and Information Technology and other five departments are expected to be implemented in September.

On October 19, the Ministry of Industry and Information Technology openly solicited opinions on the "guidance on further strengthening the Construction of the Safety system of New Energy vehicles" (draft for soliciting opinions). It is necessary to improve the safety level of power batteries. Enterprises should actively carry out design coordination with power battery suppliers, continuously optimize the safety matching and thermal management strategies between vehicle and power battery, and clarify the safety boundary of power battery use. improve the safety protection capability of power batteries under the conditions of collision, vibration, extrusion, abnormal charge and discharge, etc.

Ministry of Industry and Information Technology: further strengthen the safety system construction of new energy vehicles to improve the safety level of power batteries

On November 18, the Ministry of Industry and Information Technology publicly solicited opinions on the Lithium Ion Battery Industry Standard conditions (2021) (draft for soliciting opinions) and the measures for the Administration of Lithium-ion Battery Industry norms (2021) (draft for soliciting opinions) at the same time. It is mentioned that lithium-ion battery enterprises should be guided to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation and improve product quality. Enterprises are encouraged to increase resource recovery and comprehensive utilization in the front-end design of products, and improve the comprehensive management of life cycle resources such as the production, sale, use, recovery and comprehensive utilization of lithium-ion batteries.

Ministry of Industry and Information Technology: guide lithium-ion battery enterprises to improve product quality, improve recovery and comprehensive utilization of the whole life cycle

On November 23, the Department of Energy Saving and Comprehensive Utilization of the Ministry of Industry and Information Technology openly solicited opinions on the list of enterprises regulating the comprehensive utilization of waste iron and steel, waste plastics, waste tires and waste power batteries of new energy vehicles, among which, honeycomb energy, Guoxuan Hi-Tech and other well-known power battery enterprises are among the list of enterprises for the comprehensive utilization of waste power batteries of new energy vehicles.

"the Ministry of Industry and Information Technology openly solicited opinions on the list of enterprises standardizing the comprehensive utilization of waste power batteries in new energy vehicles.

Of course, the country's attention to the lithium battery field is not only reflected in the endless emergence of policies. On April 26, the Energy Saving Department of the Ministry of Industry and Information Technology also held a forum in Beijing. The meeting analyzed the current development situation and existing problems of power battery recycling industry, and discussed the establishment of power battery recycling laws and policies, scientific and technological innovation support, fiscal and tax preferential support, battery life cycle management, information sharing and so on.

The Energy Saving Department of the Ministry of Industry and Information Technology held a symposium on the recycling of power batteries in Beijing.

Around October 19, Luo Junjie, spokesman for the Ministry of Industry and Information Technology, also said that in the next step, the Ministry of Industry and Information Technology will accelerate the recycling of power batteries for new energy vehicles from the aspects of regulations and policies, improve the recycling system, strengthen technological innovation, break through the existing technical bottlenecks such as consistency of decommissioned batteries and automatic disassembly, deepen pilot demonstration, and speed up the construction of demonstration projects for echelon utilization such as power reserve. Continue to cultivate backbone enterprises for echelon utilization and recycling.

Of course, in addition to the policy on lithium batteries, the state also pays no less attention to the raw materials of lithium batteries. On August 25, the Ministry of Industry and Information Technology mentioned in its reply letter No. 0899 on the fourth session of the 13th CPPCC National Committee (No. 85 of posts and Telecommunications) of the 13th CPPCC National Committee that the state attaches great importance to the comprehensive development of salt lake resources. in the future, we will speed up the solution of scientific and technological problems in the cover industry, and further strengthen scientific and technological support work such as efficient development and comprehensive utilization of salt lake resources. To promote and solve the technical problems perplexing the development and utilization of salt lake resources.

Ministry of Industry and Information Technology: further strengthen scientific and technological support work such as efficient development and comprehensive utilization of salt lake resources

From the above policies and conference speeches, it is not difficult to see that the development of lithium battery has risen to the national level, under the beautiful vision of "30 carbon peak, 60 carbon neutralization", new energy vehicles and power batteries will continue to be in a high range in the future. According to the data of China Automotive Power Battery Industry Innovation Alliance, from January to October, China's power battery production totaled 159.8 GWH, an increase of 250.0% over the same period last year. In terms of loading capacity, in the past 10 months, China's power battery loading totaled 107.5 GWH, an increase of 168.1% over the same period last year. As a result, it is enough to see the popularity of the lithium battery industry today.

In the context of the explosive growth in demand for lithium batteries, the shortage of raw materials has long been put on the agenda. Since the rapid development of new energy vehicles in the fourth quarter of 2020, the price of raw materials for power batteries has been rising, which forms a cost support for the price of lithium salt. According to the spot price of SMM, as of November 23, the price of domestic battery-grade lithium carbonate, one of the main lithium salts of power batteries, had risen to 2 billion yuan / ton, up 277.4% from the beginning of the year.

"Click to view the price of SMM new energy products

The rising tide of lithium carbonate prices is far from over. According to SMM's recent research, lithium carbonate may form a supply gap of about 16% in the past two months. Although the material factory clearing inventory overlays traders to release goods or ease the supply pressure, the fundamental pattern is firm, and lithium carbonate prices are expected to rise slightly in the future. "View details

Guotai Junan Securities also said recently that short-term lithium supply and demand will continue to be tight, lithium prices may remain strong, and the concentrate end is more certain. Not only that, Guotai Junan Securities also mentioned that the third price increase of lithium has been brewing and started, and the price of lithium carbonate will take the lead. On November 17, CITIC Construction Investment predicted that with the rapid growth of power battery demand for new energy vehicles, the lithium demand from 2021 to 2022 is expected to be 610000 tons and 800000 tons respectively, with a gap of 43000 tons and 57000 tons respectively, and the permeability of new energy vehicles will continue to exceed expectations. the upstream lithium resource expansion rate is difficult to meet the downstream battery material demand, it is recommended to focus on Ganfeng lithium industry, Shengxin lithium energy, Rongjie shares and Tianqi lithium industry.