"Mine at home" is full of a lot!Australian lithium concentrate auction price rose four times a year!

Our reporter Li Chunlian is the latest auction price of Australian Lithium Mine, known as the lithium price wind direction. On August 3, Australian lithium miner Pibara announced that the eighth lithium concentrate auction was held on August 2, and the final transaction price was $ 6350/ton (5.5%taste, FOB Heidlan Hong Kong), the transaction price increased by 2.6%from July 13, which was the same as that of June 23. The announcement shows that the auction of 500 tons of 5.5%of the quality lithium concentrate, the auction process received 67 bids within 30 minutes, and it is expected to be delivered in mid -September. Compared with the first auction on July 30, 2021, the auction transaction price rose by more than 4 times. "In terms of emotions and cost support, the elevation of lithium ore auction prices played a role in boosting lithium prices." Qu Yinfei, a lithium industry analyst from Shanghai Steel Union New Energy Division, told the Securities Daily reporter that according to the $ 90/ton Freight calculation, the cost of battery -grade lithium carbonate is about 450,000 yuan/ton, and the lithium carbonate circulation produced is expected to be in December or even later. A number of people who were interviewed by a reporter from the Securities Daily believed that more than 60 % of the raw materials in my country ’s lithium salt output came from Australia’ s lithium concentrates from Australia. Salt is still in short supply. Under the high level of lithium price, the cost of power battery will also rise, and new energy vehicle companies will continue to pressure. Lithium ore "notes" under supply and demand contradictions are the so -called resource -winning. As a strategic resource in the new energy era, lithium ore was once called "white oil". Not long ago, Musk said at the Tesla Financial Report instructions that the problem of lithium prices caused by limited supply was not because lithium resources were too rare, but because the global capacity could not refine the production capacity of batteries. He called for increasing investment in global lithium refining to alleviate the shortage of battery materials, and pointed out that these are very beneficial, "like holding a banknote printing machine." From the $ 1250/ton at the end of July 2021, to the current $ 6,350/ton, the auction price of Australian lithium mines has increased by more than 4 times a year. earned a lot. "The rise in the price of Australian lithium ore is related to the lack of market supply." Zhang Xiang, Dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College of New Energy Technology, told the Securities Daily reporter that Australian Lithium Mine is the main supplier of the world, and its rise is rising. Price plays a leading role in lithium ore. After the price increase, the prices of lithium carbonate and lithium hydroxide in the Chinese market will definitely rise, because a large part of my country has a large part of lithium ore imported from overseas. In the context of "lithium traversing the world", related companies have also achieved envy of many industries in the first half of this year. From the perspective of companies that have been released for a semi -annual report, net profit has doubled or even dozens of times. Lithium ore leading Tianqi Lithium industry is expected to be 9.6 billion yuan to 11.6 billion yuan in the first half of the year, an increase of 11089.14%year -on -year to 13420.21%; Ganfeng Lithium industry is expected to achieve net profit of 7.2 billion yuan to 9 billion yuan in the first half of the year, a year -on -year increase of 408.24 %To 535.30%. In addition, Shengxin Lithium could achieve net profit of 3.019 billion yuan in the first half of the year, an increase of 950.40%year -on -year. For the reasons for changes in performance, the announcement stated that it was mainly the rapid development of the new energy industry, the demand for lithium salt in downstream customers increased strongly, and the sales price of the company's lithium salt increased significantly compared with the same period of the previous year. Zhang Xiang said that now the global lithium mine -related products are mainly supplying new energy vehicles. Vehicles such as China, the United States, Japan, and South Korea are vigorously developing new energy vehicles. The demand for lithium batteries has increased significantly. Lithium ore and lithium salt have Products will inevitably increase price increases. Lithium prices are in high -level car companies to continue to pressure lithium ore auction prices, or support lithium prices to continue to rise within the year. Qu Yinfei said that each auction is an opportunity for the lack of ore companies. The rise of lithium ore prices will support lithium price support in terms of cost. In the second half of 2022, the new lithium products new projects have been put into operation. needs time. Therefore, Qu Yinfei believes that, in terms of integration, although domestic supply has increased in the second half of the year, it will not greatly improve. Overseas companies have expanded production and import resources have increased year -on -year, but there are also uncertainty involving factors such as shipping. In the second half of the year, high demand is still the main demand. Just under the premise of a wave of rapid rising markets, the price transmission and price rising rate are more rational. Therefore, there is still room for lithium carbonate in the second half of the year, but the rate of price increases will appear rational compared to February. The CITIC Securities Research Report also stated that the price of Australian ore manufacturers is still operating at a high level, and the overseas supply chain disturbance has not disappeared. Driven the continuous recovery of downstream markets, it is expected that the price of lithium salt is expected to fall in the short term. Lithium prices are at a high level, and the price of power battery companies will also be higher. In the face of continuous rising costs, car companies will continue to pressure. Not long ago, at the 2022 World Power Battery Conference, Zeng Qinghong, chairman of GAC Group, said that the price of upstream materials continued to rise, and the price of battery companies increased all the way. At present, new energy vehicle manufacturers except Tesla and BYD are losing money. He bluntly said: "The cost of power batteries has accounted for nearly 60%of the cost of electric vehicles, so isn't we working for Ningde Times now?" As soon as we came out, it caused many car companies to resonate. Under the circumstances where lithium prices are at a high level, new energy vehicles are facing high -cost dilemma. However, Zeng Yuqun, chairman of Ningde Times, believes that the hype of capital's upstream raw materials has brought short -term trouble to the power battery industry chain.

The supply of upstream lithium resources is in short supply, and the continued rise in lithium prices has caused new energy vehicle companies to "pay" for high -cost power batteries.Zhang Xiang also mentioned that after the increase in production costs of lithium batteries, new energy vehicles in the end market will increase their prices, which will have a greater impact on China's new energy vehicle market.Picture | Site Cool Hero Bao Map.comFor more exciting reports of consumption, please scan the code to follow

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