The price of battery-grade lithium carbonate, which offered a stable price for the first two months, has risen again this month. On September 29th, the reporter of “Daily Economic News†confirmed from several listed companies that the prices of lithium battery upstream materials have risen to varying degrees in recent years. The price of lithium carbonate in some parts of the country has risen by an average of 5% this month.
Battery grade lithium carbonate prices on the 29th, the industry came the news, in September many lithium carbonate manufacturers raised the ex-factory price of the product, driving domestic lithium carbonate quotes in the calm about a month and a half later to re-rise. According to the quotation information obtained by the reporter of “Daily Economic Newsâ€, the price of battery-grade lithium carbonate at the end of August averaged between RMB 40,000 and RMB 42,000 per ton. The price of this month has risen to about RMB 41,000 to RMB 4.3 million. .
Tian Qi Lithium (002466, closing price of 34.03 yuan) told reporters that domestic lithium products have indeed risen to varying degrees in recent days, but the company has a large number of product types and different sales and pricing strategies for different customers. It is difficult to clearly inform prices. Specific changes. Another company listed in the Lithium Carbonate Industry Yanfeng Lithium Industry (002460, closing price of 25.69 yuan) Zhou Zhicheng stated on the 29th that the company is currently inconvenient to disclose such information. The relevant contents can be seen in the third quarterly report announced next month.
In addition, the reporter also contacted several non-listed companies such as Sichuan Lithium in the industry as a customer. The sales department stated that its product price rose by about 1,000 yuan per ton last week. Li Tao, a representative of the finished battery manufacturer Lithium Energy (300014, closing price of 23.48 yuan), represented the reporter and confirmed to the reporter that the company's production of raw materials needed for the recent price actually increased.
Lithium battery replacement value appears to be on the price increase this month, and the reason behind this is not as simple as the previous one. An industry researcher said that since the beginning of this year, blood lead accidents have been frequent in various parts of the country, and the Ministry of Environmental Protection has started to rectify domestic lead battery companies since May of this year. The Ministry of Environmental Protection announced this month that 1,930 of the companies being investigated have already Eighty percent or nearly 1,600 have been banned and suspended for rectification.
On the 29th, Yu Feng Li Xiang, director of the industry secret Zhou Zhicheng told reporters that this rectification on the one hand makes the market concentration is higher, is conducive to leading companies lead-acid battery; on the other hand also makes lithium battery in the electric bicycle market to replace lead-acid batteries become Determine the trend. Yi Wei Li Nengzheng Feng Tao believes that lead battery prices rose after this incident, the value of lithium battery replacement appears.
The industry is optimistic about the lithium battery industry boom, but the impact of this month's price increase on the performance of listed companies is not yet measured. Tianqi Lithium stated that taking into account factors such as the company's labor costs and raw materials, the current price increase has limited impact on the company's performance.
Battery grade lithium carbonate prices on the 29th, the industry came the news, in September many lithium carbonate manufacturers raised the ex-factory price of the product, driving domestic lithium carbonate quotes in the calm about a month and a half later to re-rise. According to the quotation information obtained by the reporter of “Daily Economic Newsâ€, the price of battery-grade lithium carbonate at the end of August averaged between RMB 40,000 and RMB 42,000 per ton. The price of this month has risen to about RMB 41,000 to RMB 4.3 million. .
Tian Qi Lithium (002466, closing price of 34.03 yuan) told reporters that domestic lithium products have indeed risen to varying degrees in recent days, but the company has a large number of product types and different sales and pricing strategies for different customers. It is difficult to clearly inform prices. Specific changes. Another company listed in the Lithium Carbonate Industry Yanfeng Lithium Industry (002460, closing price of 25.69 yuan) Zhou Zhicheng stated on the 29th that the company is currently inconvenient to disclose such information. The relevant contents can be seen in the third quarterly report announced next month.
In addition, the reporter also contacted several non-listed companies such as Sichuan Lithium in the industry as a customer. The sales department stated that its product price rose by about 1,000 yuan per ton last week. Li Tao, a representative of the finished battery manufacturer Lithium Energy (300014, closing price of 23.48 yuan), represented the reporter and confirmed to the reporter that the company's production of raw materials needed for the recent price actually increased.
Lithium battery replacement value appears to be on the price increase this month, and the reason behind this is not as simple as the previous one. An industry researcher said that since the beginning of this year, blood lead accidents have been frequent in various parts of the country, and the Ministry of Environmental Protection has started to rectify domestic lead battery companies since May of this year. The Ministry of Environmental Protection announced this month that 1,930 of the companies being investigated have already Eighty percent or nearly 1,600 have been banned and suspended for rectification.
On the 29th, Yu Feng Li Xiang, director of the industry secret Zhou Zhicheng told reporters that this rectification on the one hand makes the market concentration is higher, is conducive to leading companies lead-acid battery; on the other hand also makes lithium battery in the electric bicycle market to replace lead-acid batteries become Determine the trend. Yi Wei Li Nengzheng Feng Tao believes that lead battery prices rose after this incident, the value of lithium battery replacement appears.
The industry is optimistic about the lithium battery industry boom, but the impact of this month's price increase on the performance of listed companies is not yet measured. Tianqi Lithium stated that taking into account factors such as the company's labor costs and raw materials, the current price increase has limited impact on the company's performance.
Tengqiang Electronics Co.Ltd , http://www.xingdaele.com