The future price of battery grade lithium carbonate probability of maintaining stability, the biggest variable is the growth of the downstream electric vehicles as well as China lithium carbonate purification technology progress.
Purification technology will to be a breakthrough. Under a hot plate has been exposed! These shares are likely to quickly double! Jiancang may be the last opportunity this week? 100 000 000 000 shares of capital approach Fengqiang list with electric cars the dawn of industrial production is becoming as indispensable power battery production fewer raw materials, lithium carbonate and more attention.
“The current low-end industrial grade lithium carbonate is in a slight surplus, while the high-end batteries carbonated slightly nervous. If the technology can not successfully break through, and electric vehicles smooth, battery grade lithium carbonate is in short supply situation will arise.” Cathay Junan analyst Sang Yong Liang told the reporter.
Currently, 80% of global production of lithium carbonate for the extraction of salt lake brine. As the immature technology of extraction of lithium salt lake in China, compared with 80% ore extraction.
“Preparation of breaking high purity lithium carbonate of lithium carbonate industry in China and the world of a technical bottleneck.” Sang Yong Liang, currently the production of battery grade lithium carbonate, or rely on high-quality salt. Up to now, the direct extraction of lithium from salt lake brine produced lithium carbonate can only reach the industrial level (99.5%, magnesium, sodium and chloride content of substandard root), production of battery grade lithium carbonate need to be further purified further processing.
His analysis, the domestic enterprises generally face the difficult task in laboratory verification of the parameters used in industrial production can not always produce desired products, which one of the causes may include: large-scale industrialization, the introduction of drug dosage and insufficient precision; introduced the production of other impurities; response to unevenness.
“Ganfeng Lithium as a few domestic battery grade lithium carbonates from brine passed through the enterprise, if the business cooperation with upstream resources, China will become an important force in lithium carbonate industry.” Sang Yong Liang said.
Battery grade lithium carbonate will be slightly tight. It is understood that the purity of lithium carbonate and lithium material quality (such as the charge capacity of the size of the discharge rate of speed, etc.) is closely related to good or bad. Relative to the industrial grade lithium carbonate materials, battery grade lithium carbonate material requirements more stringent, the price is also higher.
As with other raw materials, lithium carbonate price from 2005 to 2008, has experienced a rise, but after the price of different grades of lithium carbonate showed different trends. Low-end industrial grade lithium carbonate as the main application in the traditional industrial sector, prices fell sharply, from 60,000 Yuan / ton down to 35,000 -4.0 10,000 Yuan / ton. High-grade lithium batteries (99.9%) lithium battery due to the rise and supply tight, prices fell slightly, after they had been kept at 50,000 Yuan / ton high.
Sang Yong Liang in the view, as a non-lithium metal futures market, tight supply and demand balance and high industry concentration will support the future high price of lithium carbonate.
“Development of electric vehicles in 2009 as the starting year, the main international and domestic automobile manufacturers have begun to set foot in lithium battery automotive industry. Lithium battery industry, the rapid growth, particularly in mass production electric car needs a huge upgrade to the lithium carbonate is the carbonate the next few years Lithium downstream the main engine of demand growth. “Sang Yong Liang think.
According to his speculation, only electric cars by 2015 the demand for lithium carbonate industry will reach 70 thousand tons / year, if coupled with the needs of traditional industries, is expected to total global lithium carbonate demand will exceed 200,000 tons / year. However, the current situation is a slight excess of low-end industrial grade lithium carbonate, and high-tension battery level is slightly carbonated. He believes that the next few years, industrial grade lithium carbonate may be over-supply of battery grade lithium carbonate is in short supply.
At present, the lithium market is highly concentrated industries, the world’s top three companies hold a total of more than 65% market share. But with the development of other lithium carbonate manufacturers, especially Chinese companies gradually increase production, which will put pressure on product prices.
Sang Yong Liang believes that the future price of battery grade lithium carbonate probability of maintaining stability, the biggest variable is the growth of the downstream electric vehicles as well as China lithium carbonate purification technology progress. The industrial grade lithium carbonate is already the pattern of supply exceeding demand, due to technical content is not high, this part of the domestic production grew rapidly, expected future prices will be suppressed and slightly down.