SMM March 9: recently, the rapid rise in nickel prices has repeatedly detonated the market, affecting the whole body. For a time, there has been a lot of discussion about the impact of high nickel prices on the power battery and electric vehicle market. Under the dazzling aura of nickel prices, lithium salts, which had been rising in price, appeared to be somewhat inferior.
According to the spot price of SMM, the rising trend of lithium carbonate price has slowed down recently. As of March 9, the average spot price of battery-grade lithium carbonate rose 1000 yuan to 499000 yuan / ton, only one step away from the 500000 mark. In terms of quotation, the spot quotation of battery-grade lithium carbonate on the market has been maintained at 49.5 ~ 503000 yuan / ton.
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From the price increase of lithium carbonate in recent days, it is not difficult to see that the price of lithium carbonate has only risen by 1000 yuan per ton for two consecutive trading days, which is significantly lower than its previous daily increase of 6000 yuan and 10000 yuan. SMM's recent research results give an answer to it. On the supply side, the spot of lithium carbonate is still tight; on the demand side, some manufacturers have shown strong resistance to the recent high price of lithium carbonate, and the market game mood is strong, and the demand for lithium salt has declined.
In terms of price, there is a strong game sentiment in the market and most manufacturers have basically completed the preparation of lithium salt for production in March, and the growth rate of lithium carbonate price may slow down. "View details
Compared with lithium carbonate, whose price growth has slowed significantly, lithium hydroxide continues to catch up. According to the spot price of SMM, the spot price of domestic battery-grade lithium hydroxide has risen to 47.1 ~ 480000 yuan / ton, and the average price has risen 8000 yuan per day to 475500 yuan / ton. Today is the second day in a row that battery-grade lithium hydroxide has risen by 8000 yuan / ton.
SMM research shows that the supply of lithium hydroxide is low at present, and there is a certain increase in downstream procurement demand, so the price of lithium hydroxide has risen rapidly recently. For the price trend in the future, based on the current fundamentals of the lithium hydroxide market, SMM believes that the rising rate of lithium hydroxide may be faster than that of battery-grade lithium carbonate, and the price difference between the two may further narrow.
It is worth mentioning that the spot price of lithium metal rose to 285.4-2.914 million yuan / ton, and the average price jumped 100000 yuan a day to 2.884 million yuan / ton. Since the beginning of the year, the average spot price of lithium metal has risen by 1.489 million yuan per ton, an increase of 106.74%.
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