After nearly a month of shock finishing, the lithium plate of the popular track began to pick up. Today's opening, lithium plate continued yesterday's trend to continue to strengthen.
As of press time, the concept of Lithium extraction from Salt Lake and Lithium Mining stocks has risen sharply. In terms of individual stocks, Jiuwu Hi-Tech rose by more than 11%, and the previous leading Tibetan mining industry was closed again by the daily limit. In addition, Xiangtan electrification, Fengyuan shares, Hongxing Development and other stocks rose by the daily limit. Shengxin Lithium Energy rose nearly 9%, while Rongjie shares, Sichuan Energy Power, Tibet City Investment, Tibet Everest and other stocks all rose one after another.
Data released by Shanghai Iron and Steel Federation yesterday show that different specifications of lithium carbonate and lithium hydroxide have increased to varying degrees, up to 3000 yuan / ton. In addition, capacity lithium manganate rose 6500 yuan / ton, power lithium manganate rose 5000 yuan / ton, and power lithium iron phosphate rose 1000 yuan / ton.
According to the report of overseas lithium resources enterprises in the second quarter, with the continuous improvement in downstream demand, the supply of lithium resources tends to be tight, especially lithium concentrate, Australian mining enterprises have significantly improved both production and sales and prices of lithium concentrate in the second quarter.
In the first half of 2021, some processing plants in China still have inventory available in 2020. In the second half of the year, the concentrate inventory is gradually consumed, the superimposed downstream consumption season is approaching, and the concentrate supply is becoming more and more tight.
Combined with the current lithium concentrate production capacity at home and abroad and the new and expansion plans of lithium suppliers, it is expected that the supply shortage will continue until mid-2022, so enterprises with lithium resources will continue to benefit.
CITIC reported that lithium products sold by salt lake lithium extraction companies in South America are mainly long orders, and most of the orders executed in the first half of 2021 are signed at the end of 2020, and the price is on the low side. As the implementation of the long order is gradually completed, enterprises expect sales prices to continue to rise in the second half of 2021, and pricing in 2022 is expected to be significantly higher than that in 2021. Rising prices of lithium products in South America will support global lithium prices. During the upward cycle of lithium price, the development of salt lake resources in South America is accelerated, and the participation of Chinese enterprises and the promotion of the new salt lake lithium extraction process are expected to bring changes to the industry. It is suggested that we should pay attention to the enterprises that layout the salt lake resources projects in South America and the lithium extraction process providers who benefit from the technology promotion.