According to the understanding of Australia, lithium ore price will rise in the 11 month, per ton raised about $50, more than 10% of the amplitude. In addition, the superposition of limited battery and lithium provided traditional peak season of consumption of multiple factors in the domestic winter Saline Lake, lithium carbonate boom ushered in to improve the opportunity. Since October, the market of lithium carbonate prices rose an average of 1000 yuan per ton, amplitude of about 3%. The industry is expected to boost, in new energy automobile sales volume and other factors, the subsequent lithium carbonate market or will be fully activated, the relevant enterprise profit is expected to significantly enhance the.
In the industry supply and demand improvement under the effect of lithium carbonate market since October has been a slight upward trend, industrial grade, battery grade lithium carbonate showed upregulation, part of the enterprise or larger. Business agency data show that in October Sichuan Borui new material technology company quotations consecutive rise, industrial grade lithium carbonate rose 1500 yuan / ton, 39500 yuan / ton, battery grade lithium carbonate were up 2000 yuan / ton, the latest bid for the 43000 yuan / ton. In addition, Sichuan Xing Sheng Li industry, Chengdu fly high energy chemical industry Co. Ltd., under the flag of lithium carbonate products also rose 500-1000 yuan per ton range.
It is worth noting that has now entered the autumn, as the temperature drops, part of Saline Lake lithium manufacturers, will soon face a production device production. The current production of lithium carbonate are mainly two kinds of technology, Saline Lake lithium and lithium ore extraction. Because our country Saline Lake mainly concentrated in Qinghai, Tibet and other places, with the autumn to winter, Saline Lake lithium extraction device will be limited, the domestic lithium carbonate supply in seasonal contraction.
In addition, the new energy automotive sales volume, but also to bring lithium carbonate market demand support. Data show that in the purchase tax exemption, around the subsidy programme introduced stimulation in September, before the electric car sales year-on-year surged 2.9 times, 2.8 times. With the fourth quarter of other demonstration city promotion scheme, the domestic and the promotion of new energy vehicles will speed up the popularization.
Overall, the majority of manufacturers said lithium carbonate market at the upstream process, parts of lithium carbonate has been gradually tightening supply. Considering the traditional battery consumption season, seasonal lithium extraction device Saline Lake shutdown, and the forthcoming Australian ore lithium ore price rise, the late lithium carbonate or usher in a new round of rising prices.