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Lithium carbonate ** continues to fall endlessly, according to the latest ** of Shanghai Nonferrous Metals Network, on December 19, lithium carbonate (995%, battery grade domestic) reported 10190,000 tons, a new low for more than two years, has fallen for 43 consecutive days, and has accumulated **9,970 yuan in the past 5 days. Has this ** hit the bottom?
Lithium salt manufacturers face cost inversion.
On December 19, the person in charge of a large lithium salt manufacturer in Jiangxi told the reporter that the actual transaction price of battery-grade lithium carbonate has already fallen below the 100,000 yuan per ton mark, and the current price is about 9 per ton20,000 yuan to 950,000 yuan. "Lithium salt is falling endlessly, many outsourced mining enterprises and even their own mining enterprises are facing the problem of cost inversion, in the face of the current **, lithium salt manufacturers are basically controlling output, only in Yichun local production reduction of enterprises there are many. ”
According to the analysis of the business community, due to the release of the Salt Lake factory last week, the market spot supply is relatively sufficient, and the lithium carbonate exported to China by Chile in October has recently arrived in Hong Kong, although most of the lithium carbonate is scheduled for long orders, but it will still bring the increase in the market in the short term.
On the demand side, due to the sluggish demand in the terminal market and the lack of follow-up of the demand for cathode materials, the transaction is still dominated by long-term orders from old customers, and the market has a strong wait-and-see mood. However, some industry insiders said that due to the gradual recovery of the downstream new energy vehicle market demand, lithium carbonate ** is expected to hit the bottom.
The company's attitude towards lithium carbonate ** is mixed.
In the ** market, lithium carbonate also underperformed. On December 19, the main lithium carbonate (LC2401) contract**255%, at 99,500 yuan;Lithium carbonate main (LC2402) contract**213% to 99,000 yuan.
Since the beginning of this year, in the face of lithium carbonate into the downward channel, whether the company to carry out lithium carbonate hedging business has attracted the attention of investors, according to the reporter's statistics, some companies have carried out hedging business to hedge or manage related risks, but there are still many companies are still wait-and-see.
For example, Jiangte Motor previously said on the investor interactive platform that the launch of lithium carbonate will help the company lock in future product profits in advance, reduce the impact of product fluctuations on the company's performance, and promote the company's sustainable and healthy development.
Ganfeng Lithium recently said in response to investor inquiries that the company has not yet carried out hedging business on lithium carbonate ** varieties. "* The risk is relatively large, the company is still more cautious, and it is not ruled out that it will do this business in the future. The relevant staff of the ** department of Ganfeng Lithium told reporters.
Mo Ke, chief analyst of real lithium research, told the reporter: "Relevant enterprises can hedge risks to a certain extent by carrying out lithium carbonate hedging business, and in order to further ensure the smooth operation of the market, the Guangzhou Futures Exchange has recently launched a number of 'combination punches' to adjust the lithium carbonate ** contract transaction from the limit, handling fee and other aspects." ”