The lithium price is easy to rise but difficult to fall under the contradiction between supply and demand in the new energy track.

According to media reports, nearly 20 new energy car companies have announced price increases since March, involving nearly 40 models. This round of price increases in the new energy vehicle market is mainly divided into two situations, one is a simple price increase of products, and the other is to improve product configuration and raise prices. "the price of lithium carbonate was basically around 50, 000 yuan per ton at that time, but after more than a year, it has risen to 500000 yuan per ton," said the executive deputy general manager of a new energy materials company in Jiangxi. "

From January to February, the installed capacity of power batteries in China totaled 29.9 GWH, an increase of 109.7% over the same period last year, highlighting the magnificent demeanor of the market. Institutional analysis pointed out that it is expected that the contradiction between supply and demand is still difficult to effectively alleviate in the future, and lithium prices are expected to remain high. With the upstream lithium enterprises to disclose their performance one after another, or the catalytic plate to open a quarterly market.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Jiangxi Yongxing Special Steel New Energy Technology Co., Ltd., a wholly owned subsidiary of Yongxing Materials, currently has an annual production capacity of 10,000 tons of battery-grade lithium carbonate and 20,000 tons of battery-grade lithium carbonate under construction. In addition, the company plans to build an annual production capacity of 50,000 tons of battery-grade lithium carbonate through a joint venture with Ningde Times.

China Mineral Resources previously announced that Jiangxi Chunpeng Lithium Industry Co., Ltd., a wholly-owned company under its subsidiary, intends to invest in the construction of a high-purity lithium salt project with an annual output of 35000 tons, with a total investment of about 1 billion yuan.