According to the data monitored by the business community, the price of industrial and battery grade lithium carbonate stopped rising this week, and some enterprises’ quotations fell slightly. As of November 17, the average domestic mixed price of industrial lithium carbonate was 587000 yuan/ton, down 0.68% compared with the average price of 591000 yuan/ton on November 13. On November 17, the average domestic mixed price of battery grade lithium carbonate was 604000 yuan/ton, a decrease of 0.82% compared with the average price of 609000 yuan/ton on November 13.
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According to the observation of market changes, lithium carbonate prices have stopped rising and retreated this week, but only a few enterprises have slightly lowered their prices, and most prices are still stable. Recently, due to the news that the battery factory plans to reduce production, the purchase of lithium salt will be reduced, and the sharp drop in the price of lithium carbonate in domestic electronic disk will lead to pessimism in the lithium carbonate market. In the early stage, there was also a large volume of lithium carbonate stocking enterprises. Recently, large quantities of lithium carbonate imported from South America arrived in Hong Kong, and the market supply gap was timely supplemented, making the price loose and downward.
However, with the understanding of the market, the current production status of battery plants in the lithium battery industry chain has not been adjusted. Most of the production is in a state of short supply and positive growth. The market demand for next year is optimistic, and the overall commencement of lithium battery midstream enterprises is still in full swing. However, as the peak impulse period of the battery factory has passed, this year’s new energy subsidy will completely decline. After the early centralized procurement, the procurement will gradually enter a dull period.
The price of lithium hydroxide in the downstream is stable. There are many factors affecting the market change in the near future. The price of lithium carbonate has stopped rising and dropped. The lithium hydroxide market is in a wait-and-see state. Enterprises still focus on long delivery orders. The spot supply in the market has also increased. The price stability is mainly maintained by shipping.
The price of lithium iron phosphate in the downstream has slightly increased. At present, the downstream just needs to purchase mainly, and the operating rate is stable. The overall market of lithium iron phosphate remains stable, medium and strong. The manufacturer supplies only old customers, but the number of new customers is limited.
Lithium carbonate analysts from the business community believe that at present, due to the decline of subsidies for new energy this year, the market impulse in the fourth quarter is ahead of schedule. The rising price of lithium carbonate in the early stage has some relevance to the terminal impulse. Later, the downstream demand of the market gradually stabilizes, and the lithium carbonate market may enter the state of de stocking. However, supported by production costs, it is expected that the price of lithium carbonate will continue to fluctuate at a high level in the short term.
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