[3.16 Lithium Power Express] Lithium products of Tianqi Lithium Industry are in short supply | two major lithium salt projects of Ganfeng Lithium Industry will be put into production in the second half of the year.

게시됨: Mar 16, 2022 09:40
[3.16 Lithium Express] Li Tianqi Lithium Industry: from January to February, the company's lithium concentrate revenue is expected to increase by about 366% compared with the same period last year. Li Ganfeng Lithium Industry: Argentina's Cauchari-Olaroz and Mahone Phase IV are scheduled to be put into production in the second half of this year. Tesla increases prices in the United States and China at the same time, twice a week. Northvolt plans to build 60GWh lithium-ion battery factory in Germany Li Zhong Mineral Resources: the amount of retained lithium mineral resources discovered by the company's proposed Bikita mine in Zimbabwe is equivalent to 849600 tons of Li2CO3 equivalent.

[Hesheng shares: become a global leading lithium-ion battery R & D and manufacturing enterprise fixed supplier estimated project transaction volume of 36-4 billion yuan] Hesheng shares announcement, from January to March received a global leading lithium-ion battery R & D and manufacturing enterprise four new energy vehicle power battery box project "supplier fixed letter of intent", estimated project cycle of 4-8 years, estimated project transaction volume of 36-4 billion yuan.

[Northvolt plans to build 60GWh lithium-ion battery plant in Germany] Northvolt said Tuesday that it plans to build an annual 60GWh lithium-ion battery plant in the northern German region of Hyde.

[Tianqi Lithium Industry: the company's lithium concentrate revenue is expected to increase by about 366% from January to February compared with the same period last year] Tianqi Lithium Industry announced that from January to February, the company's lithium concentrate production increased by about 39% year-on-year, and sales increased by about 56% year-on-year. Lithium concentrate revenue is expected to increase by about 366% year-on-year. From January to February, the company expects revenue from lithium compounds and their derivatives to increase by about 492% year-on-year. In 2022, affected by the substantial growth in demand and sales of downstream new energy vehicles, the imbalance between supply and demand of lithium products is becoming more and more obvious. the sales prices of the company's main lithium products are growing rapidly, and the products are in short supply.

[China Mineral Resources: the amount of lithium retained mineral resources discovered by the company's proposed Bikita mine in Zimbabwe is equivalent to 849600 tons of Li2CO3 equivalent] China Mineral Resources said on the interactive platform that mining dilution and recovery are important indicators affecting the concentrate production of lithium raw ore, and there will be some changes in the production process. The amount of lithium-retained mineral resources discovered at the Bikita mine in Zimbabwe, which the company intends to acquire, is equivalent to 849600 tons of Li2CO3 equivalent. The company's Tanco mine retains unmined lithium ore resources equivalent to 277100 tons of Li2CO3 equivalent. The related work of the company is progressing smoothly and orderly, and the company will fulfill its letter obligations in accordance with the requirements of relevant laws and regulations.

[Ganfeng Lithium Industry: Argentina's Cauchari-Olaroz and Mahone Phase IV are scheduled to be put into production in the second half of this year] Ganfeng Lithium Industry insiders told the Financial Associated Press that the Argentine Cauchari-Olaroz Salt Lake project will be put into production in the second half of this year, with an annual production capacity of 40,000 tons of battery-grade lithium carbonate; the fourth phase of the Mahon plant project will be put into production in July this year, and the project will meet the remaining capacity of 10,000 tons of lithium hydroxide when completed. Ganfeng lithium industry now produces 43000 tons of lithium carbonate annually, of which 15000 tons are used to produce lithium hydroxide; lithium hydroxide has a total capacity of 81000 tons, which is limited by back-end supporting products, and the current effective production capacity is about 70, 000 tons. After Mahone Phase IV is put into production, the remaining lithium hydroxide capacity will be released. "View details

[Tesla increases prices in the United States and China at the same time, twice a week] Tesla's price increases in China and the United States are the company's second price increase in less than a week. Earlier, Musk had said that Tesla was facing huge inflationary pressures. Tesla has raised the prices of all its models in the United States, and prices for its cheapest model, the Model 3, start at about $47000, according to the company's website. "View details

Related readings:

Demon "nickel" rampant and "lithium" Shenwei raw materials skyrocketed under the current situation of upstream and downstream enterprises of lithium electricity? [special topic on SMM]

Ganfeng Lithium Industry's 2021 net profit soars by more than 405%. 40, 000 tons of lithium carbonate is scheduled to be put into production in the second half

You really can't handle it? Tesla raised the price twice in five days! [SMM analysis]

Low-cost counterattack iron lithium may become a "fragrant steamed bun" in the global auto market [SMM analysis]

In February, the production and sales of new energy passenger vehicles maintained a steady increase compared with the same period last year [SMM analysis]

February power battery data released! The trend of output and installed capacity is different. [SMM analysis]

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
6시간 전
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
더 보기
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
[SMM 분석] 동박 공급 부족과 대용량 배터리 셀의 예상보다 느린 생산능력 확대로 인해, 9월 중국 및 글로벌 에너지저장 배터리 셀 생산 증가율은 전월 대비 각각 4.09%와 4.25%로 둔화될 전망이다. 그러나 이는 최종 수요 약화를 의미하지는 않는다. 에너지저장 배터리 셀의 수급 상황은 여전히 타이트하며, 314Ah 배터리 셀 가격은 안정세를 유지하고 있다. 향후 출하량은 꾸준히 증가할 것으로 예상되며, 가격은 안정적 내지 상승 추세를 이어갈 전망이다.
6시간 전
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
7시간 전
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
더 보기
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
CATL 쩡위췬 회장은 2026 세계 동력 배터리 컨퍼런스 영상 축사에서 올해 상반기 중국 신에너지차 판매가 740만 대를 넘어섰고, 신차 출시가 600종 이상으로 하루 평균 3대에 육박한다고 밝혔다. 모두가 속도, 사양, 가격으로 경쟁하며 개발 주기는 점점 짧아지고 있다. 그는 동력 배터리는 극도로 높은 정밀도가 요구되고 오차 허용 범위가 매우 낮다고 지적했다. 양산 과정에서는 모든 작은 문제가 여러 배로 확대되므로 설계 단계부터 모든 공정과 모든 파라미터를 엄격히 통제하고, 이상 징후를 사전에 식별하며, 품질 문제에 대해 무관용 원칙을 적용해야 한다고 강조했다.
7시간 전
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
7시간 전
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
더 보기
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
7시간 전
[3.16 Lithium Power Express] Lithium products of Tianqi Lithium Industry are in short supply | two major lithium salt projects of Ganfeng Lithium Industry will be put into production in the second half of the year. - Shanghai Metals Market (SMM)