Combined with the current situation of the industry and the results of the quality inspection, the benchmark delivery of lithium carbonate ** is positioned in battery-grade lithium carbonate, and the content of magnetic substances is tightened from 3000ppb in the industry standard to 300ppb, and the requirements for boron, fluorine and other indicators have been increased in view of the high content of lithium boron and fluorine produced from salt lake brine and lepidolite raw materials, and the requirements for loss on ignition have been added, and the requirements for chlorine, calcium and potassium have been adjusted, so as to better meet the quality characteristics of battery-grade lithium carbonate currently circulating in the spot market. The alternative deliverables are positioned as industrial-grade lithium carbonate, which follows the requirements of industrial-grade lithium carbonate in the market, adds potassium and fluorine indicators, and strengthens the requirements for quality.
Two turns, one is Zhenjiang simulated delivery, there is no requirement for quality, and it ends in the first place. One was the training yesterday afternoon, which clearly required high standards and skyrocketed.
The main driver of the lithium carbonate contract limit is that yesterday's lithium carbonate inspection pass rate caused the market to worry about the qualified delivery products or insufficient, driving the disk price limit. Yesterday's lithium carbonate warehouse receipt data: 105 tons were forecasted for inspection, and 40 tons were qualified, including 30 tons from Xiangyu Express to Shanghai and 10 tons from COSCO Shipping Zhenjiang. The lithium carbonate ** benchmark delivery product is positioned in battery-grade lithium carbonate, and the magnetic material content is tightened from 3000ppb in the industry standard to 300ppb, and the requirements for boron and fluorine are increased in view of the high content of lithium carbonate boron and fluorine produced from salt lake brine and lepidolite raw materials, and the requirements for boron and fluorine are added, and the loss on ignition index is added, and the requirements for chlorine, calcium and potassium are adjustedThe alternative deliverables are positioned as industrial-grade lithium carbonate, and the indicators of potassium and fluorine have been increased to strengthen the requirements for quality. Fundamentally, the current situation of high pressure on power battery inventory and high inventory in the lithium carbonate industry chain is difficult to reverse in the short term, and the space for lithium carbonate is limited.
Current location**, the cost performance is slightly insufficient. However, you can place a pending order at the next limit to ship and retain profits or reduce losses. There is still an opportunity to further explore the bottom before and after the delivery of the 2401 contract, after all, some power battery manufacturers do not need standards with too harsh purity. It is wiser to wait for the follow-up ** new low and ambush at a low position.