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On December 26, data released by Shanghai Ganglian showed that the average price of battery-grade lithium carbonate on that day was reported at 10250,000 tons. In November 2022, the ** of battery-grade lithium carbonate was as high as 5725 yuan ton.
In just one year, lithium carbonate ** has fallen so much that it has attracted widespread attention. Industry insiders believe that behind the sharp decline in lithium carbonate is the systematic result of a combination of factors.
Lu Keqing, general manager of Jiafeng, said in an interview with the reporter that with the strong rise of domestic new energy vehicles, the demand for battery-grade lithium carbonate has increased significantly. In this context, the previous battery-grade lithium carbonate has risen again and again.
However, as lithium carbonate** is getting higher step by step, a number of companies have announced their entry into the game. According to the reporter's incomplete statistics, since 2022, more than 30 listed companies have publicly stated that they have crossed the lithium battery industry, involving an investment of nearly 100 billion yuan. Under the frantic pursuit of capital from all walks of life, the problem of lithium carbonate overcapacity has quietly emerged.
Since the beginning of this year, although the output of new energy vehicles in China is still singing all the way, in the context of vigorously expanding the production capacity of lithium carbonate by all parties, lithium carbonate has been declining.
Yuan Yuan, chief economist of Beijing Shengfu Investment, said in an interview with the reporter that lithium carbonate has soared all the way to the bottom, and behind it is the rush of capital and the scattering.
*How should companies respond to volatility?
Tang Guoxia, manager of the industrial development department of Hualong **, told the reporter that battery-grade lithium carbonate has risen from about 40,000 tons at the end of 2020 to nearly 600,000 tons at the end of 2022, and then to about 100,000 tons at present.
Li Ruixue, secretary of the board of directors of Zangge Mining, said in an interview with the reporter that although there is a phased mismatch between supply and demand of lithium carbonate, it is optimistic about the growth space of China's new energy vehicles, energy storage and other industries, and Zangge Mining will further give full play to its technical advantages and further improve its competitiveness around the comprehensive utilization and efficient development of salt lake resources.
Li Shun, secretary of the board of directors of Salt Lake Co., Ltd., told the reporter that the company benchmarked the "Action Plan for Building a World-class Salt Lake Industrial Base in Qinghai", formulated a strategic plan of "one core and two wings, multi-point support, and ecological priority", and made every effort to promote the development model of "science and technology + resources + capital + market", further improve the efficiency of salt lake resource development and utilization, improve the supply capacity of lithium and other products, and promote the high-quality development of salt lake.