SMM February 22nd: according to the spot quotation of SMM, the spot quotation of domestic battery-grade lithium carbonate rose to 45.4-462000 yuan / ton today, with an average price of 458000 yuan / ton, up 10, 000 yuan from yesterday.
"Click to order to view the spot historical price of SMM new energy products.
Battery-grade lithium hydroxide is not willing to lag behind, and the quotation continues to rise recently. As of Feb. 22, the spot quotation of domestic battery-grade lithium hydroxide rose to 39.2-401000 yuan / ton, with an average price of 396500 yuan / ton, up 12000 yuan from yesterday.
At the same time, the price of lithium metal has also been rising recently. Recently, the average spot price of lithium metal is 2.41 million yuan / ton, which is its fourth consecutive trading day jump of 60, 000 yuan.
For the reason why the price of lithium carbonate continues to rise recently, SMM research shows that it is mainly due to the shortage of lithium carbonate supply in the current market. Taking into account the current downstream lithium iron phosphate production expansion continues, lithium carbonate inquiry to maintain a high degree of heat, it is expected that the follow-up mainstream transaction price will be further increased.
Unlike the situation where the supply gap of lithium carbonate has narrowed slightly, the gap of battery-grade lithium hydroxide enlarged in February, resulting in a significant increase in the price of lithium hydroxide. Near the end of February, the order volume of high-nickel material enterprises has increased, in the case of the upstream quotation continues to rise, downstream enterprises are expected to passively accept the increase in raw materials, the transaction price further upward. "View details
At the same time, recently, many institutions have once again expressed optimism about the future of lithium prices. Guotai Junan commented that in the first quarter, domestic mainstream lithium smelters were frequently overhauled, and the shortage of mineral supply also restricted the production of lithium salt in the near future. On the demand side, enterprises passively reduce production due to the shortage of raw materials, but the purchasing sentiment is still strong, and lithium salt prices are expected to continue to rise in the first quarter.
Citic Securities also said that the supply of cobalt and lithium in the first quarter was the most tight period of the year, and lithium prices are expected to keep rising as procurement resumes the low inventory operation of the stacking industry after the Spring Festival.
On the live broadcast of online new energy market hosted by SMM a few days ago, Liu Xiaoyi, senior analyst of SMM new energy industry, also analyzed and prospected the supply and demand pattern of China's lithium market in the first quarter of 2022. She believes that from 2021 to 2022, driven by the slow putting into production of lithium mines and the high growth rate of demand in the new energy market, the prices of lithium carbonate and lithium hydroxide will rise all the way; followed by the successive commissioning of overseas mines, downstream demand will be met, and the price of lithium salt will be slightly adjusted. "View details
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