7 shares rose by the daily limit! The concept of extracting Lithium from Salt Lake set off the low tide Lithium Carbonate rose another 5000 yuan today and rose more than [SMM Express]

SMM December 28th: lithium mine, salt lake lithium extraction and lithium battery concept plate rose for the second trading day in a row. By the end of the day, nearly 9 shares rose by the daily limit of nearly 9 shares, including Mount Qomolangma in Tibet, Xizang City Investment, Rongjie shares, Jiangsu Cathay Pacific, etc., and the lithium battery plate rose again for a long time. The salt lake lithium index also closed up 5.5%, individual stocks rose by the daily limit of 7 shares, the performance is very eye-catching.

With lithium ore and salt lake lithium extraction concept plate Synchronize rose, including recent market quotations for lithium and lithium salts. According to SMM spot prices, as of December 28, the average spot price of lithium metal rose 20, 000 yuan / ton from yesterday to 1.225 million yuan / ton.

As for lithium salts, battery-grade lithium carbonate rose 5000 yuan to 264000 yuan per ton today after rising 5000 yuan per day.

"Click to view the price of SMM new energy products

Battery-grade lithium hydroxide also rose again by 5000 yuan / ton to 215000 yuan / ton.

On the news side, Tianfeng Securities said that this week, Australian lithium mine Pilbara cut its production guidance to 8.5-95000 tons of concentrate from 9-115000 tons of concentrate in the fourth quarter of 2021. 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.

In terms of domestic salt lakes, according to a recent survey by SMM, due to the current freezing of Qinghai salt lakes in winter, some lithium salt enterprises in the region stopped signing orders this week and offered sporadic quotations. "View details

Huaan Securities also said that the seasonal production reduction of the salt lake in the supply section, and the release of smelter energy is also restricted by ore, and there is almost no supply increment in the short and medium term, but the output of lithium electricity in the lower reaches increases month by month, magnifying the demand for the upstream, and the contradiction between supply and demand intensifies. Spot prices accelerate, and bulk prices also jump. Some media even said that the price of lithium carbonate had reached 300000 yuan / ton. In this context, the lithium price center remained high.

Not only Hua an Securities and Tianfeng Securities, but also nearly 8 institutions, including Open Source Securities, Sino-Thai Securities and Guosheng Securities, have expressed their optimism about the future of lithium electricity plate. Open source securities believe that global sales of new energy vehicles exceeded expectations in November, and it is expected that the penetration of the new energy vehicle industry will be further improved in 2022, and the bearing of lithium electric scene will continue to rise.

Zhongtai Securities said that the short-term outlook such as cobalt and lithium, the raw material of the upstream of new energy, remains strong, and the general direction of the medium-and long-term three-year upside cycle will not change. At a time when the shortage of lithium resources leads to high prices, countries around the world also regard lithium resources as strategic mineral resources. Huaan Securities said that for all countries, it is very important to ensure the supply security of lithium minerals and to establish a local supply chain.