SMM Feb. 15: according to the spot price of SMM metal, the spot price of domestic battery-grade lithium carbonate rose to 39.6-400000 yuan / ton today, with an average price of 398000 yuan / ton, up 12000 yuan a day today, up 3.11% from yesterday.
"Click to view the spot historical price of SMM new energy products.
The price of battery-grade lithium hydroxide has also continued to rise recently. today, its spot price is 34.2-351000 yuan, with an average price of 346500 yuan / ton, rising another 10, 000 yuan a day, or 2.97%. In terms of metal lithium, after rising 30, 000 yuan for two consecutive trading days, the spot price of metal lithium has risen again recently, at 206-2.12 million yuan / ton, with an average price of 2.09 million yuan / ton, rising another 30, 000 yuan a day.
At a time when the market is optimistic about the trend of lithium prices in the future, many enterprises are actively arranging upstream lithium resources. Since the beginning of the year, more than 10 companies have announced their related layout measures in lithium mines. Prior to this, SMM has sorted out the layout of nearly 9 enterprises in lithium mining, including G Energy, BYD, Yabao, Zijin Mining, Ganfeng Lithium Industry and so on. "View details
Recently, Ningde Times and Zangge Mining Industry have also stepped in one after another. Sichuan Times New Energy Resources Co., Ltd., a subsidiary of Ningde Times, signed a quadripartite agreement with Ganzi Prefecture Investment Group, Yibin Sanjiang Huida Company and Sichuan Tianfu Mining Company to speed up the exploration and development of lithium resources in the province. Later, Zangge Mining plans to subscribe for Ultra shares to focus on Argentina's LagunaVerde salt lake lithium project exploration.
Yahua Group also said on the interactive platform today that Lijiagou Lithium Mine, equivalent to 510000 tons of lithium oxide reserves, is currently under construction on schedule and is expected to be put into production in the second half of the year.
In terms of lithium carbonate, SMM research shows that the domestic lithium carbonate gap is still obvious from February to March. Although the demand for lithium carbonate on the demand side decreased slightly and the market supply gap narrowed in February, 15% of the supply gap is still there, which is also the reason why lithium carbonate prices have continued to rise recently. Considering that there is still demand for replenishment from February to March, the price of lithium carbonate may continue to rise due to shortage.
Lithium hydroxide, SMM research shows that the supply side, the domestic mainstream smelters may carry out annual maintenance in late February, the supply may decline. At the same time, the enterprise pricing model also gradually turns to the high lithium carbonate price as the benchmark, the superposition head enterprise concentration is higher, the pricing power is higher, so the lithium hydroxide quotation shows a collective rising state. On the demand side, the replenishment demand of high nickel material enterprises is more obvious, and there has been a raw material gap, so the price of high lithium hydroxide is passively accepted, and the transaction price of lithium hydroxide is expected to rise further in the future. "View details
Recently, the prices of electrolytic cobalt and other products have also continued to rise. recently, the average spot price of electrolytic cobalt has broken through the barrier of 51 or 520000 yuan one after another, rising again by 7500 yuan / ton to 531000 yuan / ton today.
For the reasons for the recent continuous rise in the price of electrolytic cobalt, SMM believes that since last year, due to the heat of the cobalt salt market, most manufacturers have reduced their production of electric cobalt to join the cobalt salt race track, and the supply has continued to decrease, coupled with the recent good demand for alloy end, strong purchasing will, and comprehensive factors, the price of electrolytic cobalt has gone up. "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)
![Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]](https://imgqn.smm.cn/usercenter/PPLUj20251217171727.jpg)
