[1.10 Lithium Express] Lithium carbonate price increase is expected to continue until the middle of the year. The second batch of fuel cell vehicle demonstration cities has been approved recently.

[industry: the relationship between supply and demand of lithium carbonate cannot balance the price rise in the short term or last until the middle of the year] with regard to the recent skyrocketing price of lithium carbonate, a person in charge of a lithium carbonate enterprise in Haixi, Qinghai, said that the relationship between supply and demand of lithium carbonate has been tense recently. it is settled at the "current price" every day. It is generally believed in the industry that the relationship between supply and demand can not be balanced in the short term, and the price rise may continue until the middle of the year.

"We also predicted that the price could reach 300000 yuan per ton before the Spring Festival, but we did not expect that the price would break through the 300000 yuan mark after New Year's Day."We also predicted that the price of lithium carbonate could reach 300000 yuan per ton before the Spring Festival, but we did not expect that the price would break through the 300000 yuan mark after the Spring Festival." For the recent continuous rise in the price of lithium carbonate, the person in charge of a lithium carbonate enterprise in Qinghai lamented that the relationship between supply and demand is still very tense and is settled according to the "current price" every day. Door-to-door "carbon" customers do not ask the price, everyone is to take the goods. "some customers can't get the goods from the relationship, and the company doesn't have any excess inventory at all." In fact, there is a consensus that the expectation of the "big year" of new energy vehicles in 2022 will stimulate the soaring price of lithium carbonate, the upstream material of lithium electricity. the more common view in the industry is that the relationship between supply and demand can not be balanced in the short term, and the price rise may continue until the middle of the year. The agency predicts that the global lithium carbonate gap will exceed 160000 tons in 2025, accounting for 13%. In other words, the global supply and demand of lithium carbonate will remain in a tight balance in the next few years, and even if the recent high prices will eventually come down, the "money road" of the lithium carbonate industry is expected to be bright in 2022.

[the recycling price of decommissioned power batteries has repeatedly hit record highs and even the discount coefficient has been upside down] since 2021, the prices of lithium, cobalt and nickel for power batteries have risen sharply, and lithium carbonate, a raw material for lithium, has increased nearly five times since the beginning of the year. Cobalt prices "break 5" is just around the corner. With the increase in metal prices, battery recycling prices have repeatedly hit record highs. In more extreme cases, the discount coefficient of recovery even appears the phenomenon of hanging upside down. Some recycling enterprises said that in the case of ternary lithium batteries, the discount coefficient previously recovered according to cobalt and nickel content may be 70% or 80%. It has reached more than 90% in 2021, or even more than 100% upside down.

[the second batch of fuel cell vehicle demonstration urban agglomeration has been approved recently] it is understood that at present, the evaluation of the country's second batch of fuel cell vehicle demonstration urban agglomeration has been completed, and the Henan urban agglomeration led by Zhengzhou and the Hebei urban agglomeration led by Zhangjiakou, Hebei Province have recently been approved. This means that the Henan-Hebei demonstration urban agglomeration can still catch up with the demonstration period of the first year of 2022, and the national "3x2" fuel cell vehicle demonstration pattern has been formed. "View details

[Chilean state agency: 73% of global lithium demand for electric vehicles by 2030] Chile's National Copper Commission released a report this week that the electric vehicle industry will account for 73% of lithium consumption by 2030, up from 41% in 2020. Demand for lithium related to mobile phones, computers, tablets and other consumption will reach 411000 tons, compared with 79000 tons in 2021.

[Qianhai of East Asia: new energy vehicle subsidy does not change the trend of electrification] the East Asian Qianhai Securities Research Institute released a report that the demand for new energy vehicles has gradually shifted from policy-driven to market-driven, and the impact of subsidy policy retrograde is limited. Domestic leading enterprises of lithium power equipment have benefited from the trend of electrification. Technological innovation and scale effect enhance the market competitiveness of new energy vehicles. The cost-effective advantage of new energy vehicles has become an important factor for consumers to take the initiative to buy, while the effect of policy subsidies on demand-driven is gradually weakened. The subsidy retreat of new energy vehicles is the inevitable choice under the virtuous circle of the market. The government has also introduced policies such as double points and subsidies, and traditional car companies will continue to be electrified under the constraints of relevant policies.

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