Introduction: since March, the downstream positive materials and lithium battery manufacturers have started to work steadily, with their production capacity gradually released, the demand for lithium carbonate continues to increase, and the output of lithium carbonate manufacturers is stable, but the overall market supply is in short supply, and the situation of lithium carbonate supply is going to continue.

The price of lithium carbonate products has been raised four times, and the raw materials of lithium battery are now in short supply

Since the Spring Festival, the price of lithium carbonate has increased rapidly. The price has been raised four times in four weeks, with a range of 5000 to 10000 yuan each time, with a cumulative increase of 22.53%. Among them, the price of battery grade high-end lithium carbonate rose 5000 yuan again on Friday after the price rise of 5000 yuan on the 10th, and after the price rise, the price per ton was 163100 yuan.

Along with the price increase of lithium carbonate, the price of lithium hydroxide rose 5000 yuan per ton, and 150000 yuan per ton after the price increase.

The reporter learned that, at present, the supply of battery grade lithium carbonate Market in East China is still tight, good support is strong, and some shippers are reluctant to sell. At present, the mainstream transaction price in the market is about 150000 yuan per ton, and the high-end transaction price is about 160000 yuan. Both sides of the transaction are very cautious.

According to the insiders, since March, the downstream anode materials and lithium battery manufacturers have started to work steadily, with their production capacity gradually released, the demand for lithium carbonate continues to increase, and the output of lithium carbonate manufacturers is stable, but the overall market supply is short of demand, and the situation of lithium carbonate supply is going to continue.

At present, except for the continuous shutdown of some salt lake air drying enterprises, the operation of lithium carbonate units in other enterprises is basically stable, and the salt lake air drying production enterprises are expected to start in April May. The reporter learned that the orders of lithium carbonate production enterprises are arranged for a long time, the spot supply is tight, the main supply is for old customers, a small number of scattered orders flow out, and most do not offer to the outside.

Tianqi lithium said the company's battery grade lithium carbonate products are currently in short supply. Sichuan Xingsheng lithium Materials Co., Ltd. basically completed the order in the first half of the year.

Data shows that in January 2016, China imported 1610 tons of lithium carbonate, an increase of 105.29% month on month and 57.38% year on year.

The reporter learned that at present, some materials and battery manufacturers could not start normal operation due to lack of raw materials.

This year is an important year for the expansion of lithium carbonate production. Among them, the government of Ganzi Prefecture plans to increase the promotion of the resumption of mining enterprises in the Prefecture in March 2016, and actively promote the full resumption of mining enterprises in the prefecture. However, it is not known whether the capacity of some listed companies can be released smoothly.

The abundant lithium resources in Qinghai Salt Lake are also concerned by the outside world. It is reported that the 1000 ton high-purity lithium chloride production line of Qinghai Salt Lake Research Institute of Chinese Academy of Sciences, located in the West taijinaer salt lake of Qaidam Basin in Qinghai Province, has been completed, and the purity of lithium chloride products produced has reached 99.5%.

The reserve of lithium chloride resources in Qaidam Basin is more than 22 million tons, accounting for 83.4% of the national reserves of lithium resources in salt lakes and one third of the world's reserves of lithium brine resources.

The reporter learned yesterday that the technology used by Salt Lake Research Institute for the above lithium chloride project is mature, but the real industrialization still needs to be tested by industrialization and economy.