Rush to 270000 / ton! Today, lithium carbonate has pulled up another 6000 yuan to extract lithium from the salt lake for three consecutive years.

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SMM December 29th: after the price rise of 5000 yuan per ton for two consecutive trading days, the spot price of battery-grade lithium carbonate is still "rising" continuously. According to the spot price of SMM, the average spot price of domestic battery-grade lithium carbonate rose again by 6000 yuan / ton to 270000 yuan / ton today. In the first two trading days, battery-grade lithium hydroxide rose slightly with its Synchronize upstream, rising only 4000 yuan / ton today.

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At the same time, today's salt lake lithium extraction concept plate is still strong in previous trading days, with the salt lake lithium extraction index rising more than 2.3% at one point to record Sanlianyang. The lithium battery plate followed, with Yongxing Materials up more than 6.7 per cent as of around 13:30, with nearly six shares rising by the daily limit of nearly 6 shares, including Mount Qomolangma in Tibet, Yan'an Bikang and AVIC General Motors. Among them, Mount Qomolangma in Tibet and National Machine General Motors have achieved two consecutive achievements.

And from the carnival of lithium-related plates, it is not difficult to see that the market is optimistic about its prospects. Recently, more than 10 organizations have successively expressed their expectations for the future of the lithium field. At a time when lithium resources are in short supply, enterprises with lithium mines and salt lake resources are the focus of investors. Enterprises originally committed to the middle and lower reaches have also begun to enrich the layout of their upstream lithium ore resources, and the battle for lithium ore is becoming increasingly fierce. SMM will release "2021 Cobalt-Lithium Mineral Competition" in the near future, detailing the layout of major enterprises in the cobalt-lithium mine since the beginning of this year.

It is worth mentioning that Tianfeng Securities mentioned in a recent research report that the Australian lithium mine Pilbara cut its production guidance this week, lowering its production guidance for the fourth quarter of 2021 from 9-115000 tons of concentrate to 8.5-95000 tons of concentrate. At the same time, it also lowered its production guidelines for 2022, lowering the planned production guidelines for 46-510000 tons of concentrate to 40-450000 tons, further aggravating the shortage of lithium resources. Tianfeng Securities expects the lithium price center to remain high throughout 2022 and is firmly optimistic about the allocation value of lithium plates next year.

Cinda Securities said that the current terminal new energy vehicle demand continued to grow in the peak season, and the supply-side lithium resources link capacity release is slow, Pilbara cut the 2022 fiscal year production guidance of about 60, 000 tons to 40-450000 tons, Ngungaju plant restart delayed to mid-2022. Therefore, Cinda Securities expects that as the peak season of new energy vehicle sales continues to heat up, superimposing the stock boom at the end of the year and the continuing shortage of resources, lithium prices will maintain an accelerated upward trend, and supply and demand of lithium resources are expected to remain in short supply in 2022.