March 18th was not easy for lithium investors. A lithium salt factory rumored that the price of lithium carbonate fell below 500000 and lithium carbonate futures fell the most in one day since January 22, while the Ministry of Industry and Information Technology revealed that it had held a forum that was seen by investors as "negative."
On the evening of March 18, the Ministry of Industry and Information Technology disclosed that many departments organized symposiums on the operation of the lithium industry and the price increase of upstream materials for power batteries on March 16 and March 17. The meeting demanded that enterprises in the upper and lower reaches of the industrial chain strengthen the docking of supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the rational return of lithium salt prices, and step up efforts to ensure market supply, so as to better support the healthy development of China's new energy vehicles and other strategic emerging industries.
The reporter noticed that a brokerage had prompted the time of the above forum on March 16, or due to news fermentation and market rumors on March 18 that the price of lithium carbonate in a factory had fallen below 500000, Wuxi stainless steel lithium carbonate fell sharply, and the lowest in intraday trading fell to nearly 7%. To close down nearly 5%, the biggest one-day decline since January 12.
In response to rumors that the price of lithium carbonate in a factory has fallen below 500000, a person familiar with the matter told reporters that in fact, a factory accepted quotation of 510000 yuan / ton, telegraphic transfer quotation of 499000 yuan / ton.
Some industry insiders told reporters that lithium carbonate futures fell in intraday trading, but the spot price was normal, mainly because there were customers dumping goods in the market, and the current upstream and downstream game sentiment within the industry was serious, but the game was difficult to change the actual supply and demand relationship.
It is worth noting that before the lithium industry chain lithium salt prices rose rapidly, pointing to the traders hoarding goods, but at present, the intermediate traders have not had too much "surplus grain".
The above-mentioned people said that at present, the main buyers in the market are lithium iron phosphate plants, and the mood of taking goods is still positive; individual enterprises do conflict with the current market prices, but have little impact on the market. In the previous report of "Industry observation | Lithium deficiency, rejection, and production reduction is full of lithium industry chain," the Financial Associated Press also pointed out that in the case of low inventory in mine-lithium salt plant-cathode plant, the current lithium price is the result of the mapping of actual supply and demand.
In less than a year and a half, the price of lithium carbonate has risen more than 10 times. Under the high price, the market has become a "frightened bird", while for the car companies downstream of lithium power, it is relatively "pragmatic". After the second price increase of Guangzhou Automobile, BYD, Tesla and other car companies have entered a state of price increase. Xiaopeng also announced on March 21 to adjust the price of models on sale. Some institutions believe that the first price increase should be the subsidy slope, and the second price increase should be the cost pressure.
![[SMM Revue hebdomadaire du marché des cellules de batteries de stockage d'énergie 9.3] L'offre restreinte de feuilles de cuivre limite les calendriers de production de septembre, les prix des cellules de batteries de stockage d'énergie restent fermes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
