“Our company is out of stock. Currently, we mainly take inventory.” On January 10, the staff of Hunan Salt Lake Chemical Co., Ltd. commented on the “SecuritiesA reporter from the Daily said. At the beginning of the new year of 2022, the trend of lithium carbonate prices can be compared to “million dollars pays laurels.”
According to statistics, on January 10, lithium carbonate (99.5%,BatteryGrade/domestic) average price reached 308,000 yuan/ton, far exceeding market expectations. Compared with the low price of around 53,000 yuan/ton on January 4, 2021, an increase of more than 481%. Some people in the industry have also called out that 400,000 yuan/ton of lithium carbonate is within easy reach.
In fact, the price of lithium carbonate has been in short supply last year. The reporter noticed in the WeChat Moments that a dealer said with emotion, “Now, don’t ask what price to buy, but it’s out of stock.”
In ShengangSecuritiesAnalystAccording to Qu Yiping, lithium ore inventories are hovering at a low level, and the supply of mineral resources continues to be tight. In addition to the long-term cooperative procurement of domestic smelters and Australian mining companies, there are very few spot mineral sources in the market, and the continuous increase in terminal demand promotes the explosion of demand for lithium products. The market outlook has strong bullish intentions.
BatteryGrade lithium carbonate as powerBatteryThe vigorous development of the new energy vehicle market has opened up room for growth. According to the latest forecast of the China Automobile Association, the sales of new energy vehicles will reach 3.4 million units in 2021, a year-on-year increase of 1.5 times. Mid 2022Guoxin EnergyAutomobile sales are expected to reach 5.5 million, accounting for about 20% of total automobile sales. Qu Yiping believes that the new energy market sales in 2021 will exceed market expectations, and the penetration rate will continue to hit new highs, so there is no need to worry about the impact of high lithium carbonate prices on demand in the short term.
In this context, the secondary market has also given stock price feedback on the current lithium carbonate spot market. On January 10, the overall rise of the lithium battery raw material concept sector reached 1.21%. Among the 38 constituent stocks in the sector, 30 stocks achieved gains, accounting for 78.95%. in,Tibet Urban InvestmentApproaching the daily limit,Golden Galaxy、Tibet Mining、Tianqi Lithium、China Mineral Resources、Jiugo Hi-Tech、Mount Everest, Tibet、Sibao Technology、Haohua Technology、Lianchuang shares、AnadaWait for 10 stocks to rise more than 2%.
It is worth noting that when the A-share market continues to fluctuate, the superimposed market hotspots frequently switch. Dancing with “lithium” seems to be the direction for investors to tap the value theme. On the Shanghai and Shenzhen Stock Exchange Interactive Easy Platform, investors actively inquired about lithium carbonate related companies. According to the reporter, as of January 10, there were 58 questions and answers on the interactive platform last month. Among them, many companies have responded to the problem of continuing rise in lithium carbonate prices and have prepared in advance.
for example,PolyfluorideSaid that the company has always been highly concerned about the price fluctuations of upstream raw materials, has established strategic partnerships with important upstream suppliers, and has made certain forward-looking reserves in some raw materials.
The industry believes that for some listed companies facing the rise in lithium carbonate prices, locking the target price in advance through relevant mechanisms is an important part of reducing production costs. With the disclosure of the annual report, the relevant lithium companyPerformanceIt is expected to be released in a concentrated manner, and the stock price is likely to continue to rise.
In terms of investment strategy,Zhongtai SecuritiesAnalyst Xie Honghe said that as the end of the year stocks approached, the price of lithium carbonate accelerated again, and the short-term prosperity remained strong.It is recommended to pay attention to the new energy automobile industry chainGanfeng Lithium、Tianqi Lithium、China Mineral Resources、Yongxing Materials、Yahua GroupEtc.
Pictured: A summary of the market performance of some lithium raw material stocks
(Article Source:SecuritiesVoice of the Daily)
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