The Ministry of Industry and Information Technology Reinstalls Lithium Resources: Encourage upstream and downstream companies to sign a long -term association, manufacturers must not seriously depart from cost pricing

21st Century Economic Herald reporter Dong Peng Cheng Peng Chengdu report

On September 16th, the official website of the Ministry of Industry and Information Technology reported that in order to promote the steady and healthy development of the lithium resource industry, ensure the safe and stable supply chain of the industrial chain of new energy vehicles, the Ministry of Industry and Information Technology Industry Department organized a discussion on the development of the lithium resource industry on September 15 meeting.

参会主体，除发展改革委产业司、价格司，自然资源部矿权司、矿保司，市场监管总局价监竞争局，中国有色金属工业协会等，还包括了有关报价平台，以及锂资源、 Key production enterprises of lithium salt and positive materials attended the meeting.

Earlier, the Ministry of Industry and Information Technology had made many statements on the lithium industry, such as "this year will appropriately accelerate the development of domestic lithium and nickel resources to crack down on unzisery such as hoarding and raising prices." "Support lithium resources, lithium salt, batteries, batteries Companies such as materials such as cooperation with power battery companies "and so on.

The context of this meeting is that since late August, the price of lithium salt such as lithium carbonate in China has risen again, returning to a record high of 500,000 yuan/ton, and at the same time, the industry's bullish expectations have been heating up.

Participating units believe that my country's lithium resources have the basis for the reserves of domestic demand. The current lithium resources production and supply remains stable and supply and demand is basically balanced. In the next two years, with the gradual release of new resource development projects, the supply of lithium products will increase significantly. Be better to meet the needs of downstream industries. The lithium industry should be based on the current, focusing on long -term, and jointly maintain a healthy and orderly market environment and fair and open industrial environment.

The meeting emphasized three key tasks. The first is to adhere to systemic concepts and review the development and price of lithium industry from the entire industry chain. Encourage upstream and downstream enterprises to sign the long -term sharing collaborative relationship by signing the long -term cooperation, jointly maintain the smooth and stable supply chain, and build the competitive advantage of the entire industry chain side by side.

At present, there are two types of lithium salt factory shipments. One is to sign a long -term supply contract directly with the downstream. The species is to sell directly for the market, and the pick -up party is more complicated. Lowerstream companies, dealers, and traders are all available. This is a scattered order.

Compared with the long -term sales model, due to the more circulation links in the loose order, it has also pushed up the price of downstream enterprises to a certain extent.

In addition, according to the feedback of market participants, the downstream manufacturers with a long -term contract with the upstream can get the goods below the price of 40,000 to 50,000 yuan per ton of the market price. To a certain extent, the impact of lithium salt increase on its cost end.

This newspaper reported on September 15th that "if the return of lithium salt prices returns in the long run, it is necessary to reduce the circulation link of the lithium salt salt salt, increase the proportion of direct supply on the downstream, and increase the country in the long run to increase the country in the country. resource development."

The second is to adhere to the bottom line of thinking, seize the current key window period, study and formulate a work plan for promoting the development of the lithium industry, and propose a package of policy measures from the aspects of "more development, steady import, reduction of quantification, promotion of recycling" Resource development and utilization, forming supply capacity as soon as possible.

This move is to stabilize the price of lithium resource raw materials by accelerating the progress of domestic resource development, by increasing the market -oriented method of supply and phased supply and demand tensions.

The third is to adhere to the problem -oriented, strengthen work coordination, and standardize and orderly protect the price and stable price. Leading enterprises must play an example, manufacturers must not collude with pricing, and they must not seriously depart from cost pricing. The quotation agencies must standardize the offer to play a positive role in stabilizing prices and expectations, and ensuring the industrial chain supply chain.

According to the 21st Century Economic Herald reporter investigation and industry feedback, the sources of Tianqi Lithium and Ganfeng Lithium are currently very rare among the three domestic lithium -salt leading enterprises in China. Small factories such as salt, Jiangxi and other places are mainly based on third -party quotation agencies in the industry leading enterprises. The actual sales price should be significantly lower than the average market price of the quotation agency.

From the first half of 2021 and the first half of 2022, the regular reports of various head enterprises can be seen that the actual sales price is about 20 % off the average market price.

As for the "not seriously departs out of cost pricing" mentioned by the Ministry of Industry and Information Technology, companies with higher internal profit margins in the industry are mainly lithium -lithium -lifting, but most of the lithium salt companies are affected by the rising price of imported mining mining prices in Australia. The next profit space may be compressed to some extent.

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