SMM March 16: last night, after Ganfeng Lithium Industry, one of the duo of Lithium Power, released its performance in 2021 and the company's performance forecast for January-February, Tianqi Lithium Industry finally couldn't help it, followed by the release of the company's main operating data for January-February 2022. According to the announcement, according to preliminary estimates, Tianqi lithium concentrate production increased by about 39% year-on-year from January to February, sales increased by about 56% year-on-year, and lithium concentrate revenue is expected to increase by about 366% year-on-year.
Revenue from lithium compounds and their derivatives is expected to increase by about 492% from January to February 2022 compared with the same period last year.
Tianqi Lithium Industry said that 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 has become more and more obvious. As a result, the sales prices of the main lithium salt products of Tianqi lithium industry have increased rapidly, and the products are in short supply.
For the forecast of domestic lithium concentrate, Guojin Securities has said that the deterministic gap between supply and demand of lithium ore in 2022 and 2023 will be greatly alleviated in 2024 and 2025, and the persistence of this round of mismatch between supply and demand will exceed expectations, and continue to be optimistic about investment opportunities in lithium plate.
At the two sessions this year, Jiang Weiping, chairman of Tianqi Lithium Industry, also said at this year's two sessions that due to the relatively insufficient supply of lithium raw materials and high external dependence in China, it is proposed to speed up the green development of lithium mineral resources in Sichuan to further ensure the security of the supply chain of important national strategic resources.
He said that the western part of Sichuan is rich in lithium ore resources. According to the statistics of the Ministry of Natural Resources, hard rock lithium ore accounts for 57% of the country's lithium ore resources, ranking first in the country. Jiang Weiping said that methyl card in Ganzi Prefecture, Sichuan Province is the largest microcrystalline spodumene deposit in China, with large reserves, high grade and great potential for comprehensive development and utilization, with proven lithium reserves reaching 1.8877 million tons. Lijiagou spodumene deposit in Jinchuan County, Aba Prefecture, Sichuan Province has proven lithium reserves of about 512100 tons, and nearly 520000 tons of lithium resources in Sizemu area.
For this reason, Jiang Weiping put forward three suggestions in his motion on speeding up the green development of lithium mineral resources in Sichuan: first, to establish and improve the guarantee system for the development and utilization of mineral resources; second, to strengthen infrastructure construction in mining areas; and third, to establish a benefit-sharing mechanism.
Related reading: [voice of the two sessions] Deputy Jiang Weiping: speeding up the green development of lithium mineral resources in Sichuan
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
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