Lithium Market Analysis: Fluctuating Prices and Supply-Demand Dynamics in China's Lithium Carbonate Market in 2024

๊ฒŒ์‹œ๋จ: May 19, 2024 15:56
[SMM Analysis: Ups and downs! A comprehensive analysis of China's lithium market in 2024 (Part I)] Unconsciously, nearly half of 2024 has passed. Looking back on the market situation of lithium carbonate since the beginning of the year, it can be said that it has been full of ups and downs. Since the beginning of the year, the price of battery-grade lithium carbonate has risen from 96,900 yuan/ton to a high of 113,000 yuan/ton, and after nearly two months of market conditions, it has recently shown a downward trend again. This article will deeply analyze the reasons behind the fluctuating market of lithium carbonate since 2024 from the perspective of supply and demand fundamentals.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ์กฐ์‚ฌ] ์ˆ˜์†Œ ์—๋„ˆ์ง€ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ, 20260829-0903
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[SMM ์กฐ์‚ฌ] ์ˆ˜์†Œ ์—๋„ˆ์ง€ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ, 20260829-0903
๋” ๋ณด๊ธฐ
[SMM ์กฐ์‚ฌ] ์ˆ˜์†Œ ์—๋„ˆ์ง€ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ, 20260829-0903
[SMM ์กฐ์‚ฌ] ์ˆ˜์†Œ ์—๋„ˆ์ง€ ์‚ฐ์—… ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ, 20260829-0903
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[SMM ๋ถ„์„] 9์›” ๊ตญ๋‚ด ์‚ผ์›๊ณ„ ์–‘๊ทน์žฌ ์ƒ์‚ฐ ๊ณ„ํš ๋Œ€ํญ ์ถ•์†Œ
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[SMM ๋ถ„์„] 9์›” ๊ตญ๋‚ด ์‚ผ์›๊ณ„ ์–‘๊ทน์žฌ ์ƒ์‚ฐ ๊ณ„ํš ๋Œ€ํญ ์ถ•์†Œ
๋” ๋ณด๊ธฐ
[SMM ๋ถ„์„] 9์›” ๊ตญ๋‚ด ์‚ผ์›๊ณ„ ์–‘๊ทน์žฌ ์ƒ์‚ฐ ๊ณ„ํš ๋Œ€ํญ ์ถ•์†Œ
[SMM ๋ถ„์„] 9์›” ๊ตญ๋‚ด ์‚ผ์›๊ณ„ ์–‘๊ทน์žฌ ์ƒ์‚ฐ ๊ณ„ํš ๋Œ€ํญ ์ถ•์†Œ
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[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
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[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
๋” ๋ณด๊ธฐ
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๊ทœ๋ชจํ™” ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„์—์„œ ๋‹จ๊ณ„์  ๋ŒํŒŒ๊ตฌ ๋งˆ๋ จ]
[์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ํ†ˆ๋„๋ฐฐํ„ฐ๋ฆฌ, ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€ ๋Œ€๊ทœ๋ชจ ๋‚ฉํ’ˆ ๋‹ฌ์„ฑ, ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„ ๋‹จ๊ณ„์  ๋ŒํŒŒ] 2026๋…„ 8์›” 28์ผ, ํ†ˆ๋„๋ฐฐํ„ฐ๋ฆฌ๋Š” 2026๋…„ ๋ฐ˜๊ธฐ ๋ณด๊ณ ์„œ์—์„œ ์›จ์ด๋ผ์ด์‹ ์—๋„ˆ์ง€์™€ ํ˜‘๋ ฅํ•˜์—ฌ ์ƒ์‚ฐํ•œ ๋ฐ˜๊ณ ์ฒด 314Ah ๋ฐฐํ„ฐ๋ฆฌ ์…€์ด ๋Œ€๊ทœ๋ชจ ์–‘์‚ฐ ๋‚ฉํ’ˆ์„ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ, ๊ณ„ํ†ต์ธก ์—๋„ˆ์ง€์ €์žฅ์žฅ์น˜์— ์šฐ์„  ์ ์šฉ๋˜์—ˆ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ, ๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ, ์ˆ˜์†Œ์—ฐ๋ฃŒ์ „์ง€ ๋“ฑ ๋‹ค์–‘ํ•œ ์‹ ํ˜• ๋ฐฐํ„ฐ๋ฆฌ ๊ธฐ์ˆ  ๋…ธ์„ ์„ ๋ฐฐ์น˜ํ–ˆ์œผ๋ฉฐ, '๋ฆฌํŠฌ-์ˆ˜์†Œ-๋‚˜ํŠธ๋ฅจ + ์ „๊ณ ์ฒด' ๋‹ค์ค‘ ๊ธฐ์ˆ  ์ฒด๊ณ„ ๊ตฌ์ถ•์ด ๊ฐ€์†ํ™”๋˜๊ณ  ์žˆ๋‹ค. ์‚ฐ์—…ํ™” ๊ณผ์ •์€ '๋‚˜ํŠธ๋ฅจ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ ์‹œ๋ฒ” ๊ฒ€์ฆ, ์ „๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ ๋‹ค์ค‘ ์‹œ๋‚˜๋ฆฌ์˜ค ๋ฐฐ์น˜, ์ˆ˜์†Œ์—ฐ๋ฃŒ ์ƒ์šฉํ™” ๊ฐ€์†'์˜ ๋‹จ๊ณ„์  ์ง„์ „์„ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ํšŒ์‚ฌ์˜ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์‚ฌ์—…์€ ํ•ด์™ธ ์ง„์ถœ์„ ๋Œ€ํญ ๊ฐ€์†ํ™”ํ–ˆ์œผ๋ฉฐ, ์ค‘๊ตญ ์™ธ ์ง€์—ญ์˜ ์ฃผ๊ฑฐ์šฉ ์—๋„ˆ์ง€์ €์žฅ์ด ํ•ต์‹ฌ ๋ŒํŒŒ ๋ฐฉํ–ฅ์ด๋‹ค. ๊ตฌ์ฒด์ ์ธ ๋ฐ˜๊ธฐ ์žฌ๋ฌด ๋ฐ์ดํ„ฐ๋Š” ์ „์ฒด ๋ณด๊ณ ์„œ๋ฅผ ์ฐธ์กฐํ•˜๊ธฐ ๋ฐ”๋ž€๋‹ค. ๋ฐ˜๊ณ ์ฒด ๋ฐฐํ„ฐ๋ฆฌ: ๊ณ ์ฒด-์•ก์ฒด ๋ฐฐํ„ฐ๋ฆฌ.
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[SMM Analysis: Ups and downs! A comprehensive analysis of China's lith - Shanghai Metals Market (SMM)