SMM, Feb. 8: according to the spot price of SMM, the price of domestic battery-grade lithium carbonate rose to 36.8-376000 yuan / ton today, with an average price of 372000 yuan / ton, up 8000 yuan / ton from yesterday, or 2.2%.
"Click to view the spot historical price of SMM new energy products.
The price of battery-grade lithium hydroxide, which has always been at the same pace as lithium carbonate, also went up today. its spot price rose to 30-309000 yuan / ton, and the average price successfully exceeded 300000 yuan / ton, rising 6000 yuan / ton a day, or 2.01%.
In addition to these two lithium salts that have attracted market attention, the prices of lithium metal and spodumene concentrate (6% CIF China) have also risen to varying degrees today. As for lithium metal, its spot price is in the range of 193 ~ 1.99 million / ton, with an average price of 1.96 million yuan / ton, up 30, 000 yuan / ton a day. Spodumene concentrate (6% Jing CIF China) is quoted at US $2560-2600 per ton, with an average price of US $2580 per ton, with a daily increase of US $50 per ton.
Specifically, lithium carbonate, SMM research shows that from mid-February domestic lithium carbonate maintenance enterprises gradually return to normal production, supply will increase. On the demand side, although the production of cathode materials enterprises reduced slightly after the festival, the demand for lithium carbonate is still at a high level, so the future price of lithium carbonate is expected to rise slightly. "View details
In terms of lithium hydroxide, according to SMM's previous research, on the supply side, lithium hydroxide manufacturers entered the maintenance period in January, the supply significantly reduced, while the production line is still in the climbing period, the supply increment is limited. At present, due to the continuing shortage of lithium carbonate, causticizing manufacturers lack of raw materials to maintain a low supply. SMM expects that the lithium hydroxide market supply will still be affected by maintenance in February, and lithium hydroxide production is expected to decrease by 9.6% month-on-month in February 2022. "View details
Citic Securities believes that with the elimination of the impact of long order pricing in 2022, the price of lithium compounds exported from China to Japan and South Korea is expected to accelerate. Imported low-cost lithium carbonate products may lead to high domestic lithium prices. Under the background of global lithium price resonance, integrated lithium producers will fully benefit from the advantages of guaranteed supply and low cost.
Guosheng Securities said that the global electrification process is accelerating, while domestic and foreign ore and salt lake production capacity is concentrated and spot supply is limited, superimposed overseas epidemics cause labor shortage, Australian lithium mine supply is lower than expected, supply and demand structure continues to be tight, lithium resource premium increases, lithium salt prices are expected to remain high.
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