According to the data monitoring of business agency, the price of industrial grade and battery grade lithium carbonate continued to rise this week, and the rise was large. On August 18, the average price of industrial grade lithium carbonate in East China was 100200 yuan / ton, which was 4.59% higher than that in early Zhou (the average price of industrial grade lithium carbonate in East China was 95800 yuan / ton on August 15). On August 18, the average price of battery grade lithium carbonate in East China was 105000 yuan / ton, which was 6.06% higher than that in early Zhou (the average price of battery grade lithium carbonate in East China was 99000 yuan / ton on August 15). On the 18th, the comprehensive quotation of industrial grade lithium carbonate market was about 98000 ~ 105000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market was about 103000 ~ 111000 yuan / ton.
According to the observation of market changes, the price of lithium carbonate has been rising continuously this week, and the rising range continues to expand, and the prices of many enterprises have been significantly adjusted. Due to the good market demand for low-end electric vehicles in China, the lithium iron phosphate route is favored, and the demand for lithium carbonate is good. In addition, the rapid rise of spodumene price also drives the upward trend of lithium carbonate price. Recently, Ganfeng lithium (002460. SZ), Tianqi lithium (002466. SZ) and Salt Lake shares (000792. SZ) have become popular all the way.
The price of domestic industrial grade lithium hydroxide in the downstream increased again, the downstream demand for gas is still good, the market inquiry atmosphere is positive, the enterprise offer is high, and it is difficult to find a source of low-cost goods. In terms of lithium iron phosphate, at present, the mainstream quotation range of lithium iron phosphate power type is 51000-55000 yuan / ton, and the quotation range of energy storage lithium iron phosphate is 46000-49500 yuan / ton. The lithium iron phosphate Market has increased steadily, and the operation is stable, medium and strong in the short term.
On August 17, the lithium carbonate commodity index was 246.11, unchanged from yesterday, down 39.25% from the highest point 405.10 in the cycle (2018-01-07), and up 149.76% from the lowest point 98.54 on October 16, 2014（ Note: period refers to the period from September 1, 2011 to now)
According to the lithium carbonate analysts of business society, at present, the supply of some lithium carbonate enterprises is relatively scarce. They suspend external quotation and mostly focus on price negotiation at the end of the month. Therefore, the price may still have room to rise. It is expected that the price of lithium carbonate may continue to rise in the short term.
| Thiourea |