According to the business agency data monitoring: this week, lithium carbonate prices as a whole showed up and down. However, there is still no clear signal of warming up in demand. On July 10, the average price of industrial grade lithium carbonate in East China was 39300 yuan / ton, down 0.35% compared with the beginning of the week and 1.5% compared with June 10; the average price of battery grade lithium carbonate in East China on July 10 was 44700 yuan / ton, up 1.13% compared with the beginning of the week and 0.9% higher than that on June 10. On the 10th, the mainstream quotation of industrial grade lithium carbonate market was around 35500-45000 yuan / ton, and that of battery grade lithium carbonate was around 40500-48000 yuan / ton.
| Melamine |
This week, the downstream demand of the market slightly recovered, and the market inquiry increased. Although some enterprises slightly increased the price of industrial carbon, the overall price was still slightly downward. Based on the demand of downstream terminal cost reduction, some lithium carbonate purification and processing enterprises resumed production in June, and the demand for industrial carbon procurement increased. Therefore, some enterprises also reduced the price of industrial carbon to promote the shipment of products Increase to reduce inventory. However, in the long run, the price of battery grade lithium carbonate may rise slightly due to better shipment. However, in the long run, the bottom of the price has already appeared, the demand for battery grade lithium carbonate is limited, and the demand of purification enterprises is increasing, and the market supply pressure is still under pressure.
At present, lithium iron phosphate market recovery is obvious, large factories release new production capacity or further stimulate industrial carbon demand. At present, the terminal vehicle enterprises still have strict cost reduction plans. The middle reaches material factories are gradually cost-oriented in purchasing raw materials, and more lithium iron phosphate enterprises begin to actively match Salt Lake industrial carbon. However, the demand for ternary materials recovered slowly, and the purchasing power of material factories was limited. Although the production schedule of leading battery enterprises increased significantly in July, the demand support of ternary material market for battery grade lithium carbonate was still limited.
According to the price monitoring of business agency, on July 9, 2020, there were 12 kinds of commodities in the list of commodity price rise and fall on July 9, 2020, including 1 commodity with an increase of more than 5%, accounting for 1.1% of the total number of commodities monitored in this plate; the top three commodities were crude benzene (7.88%), light soda ash (1.33%) and acetic anhydride (1.28%). There were 13 kinds of commodities that declined on a month on month basis, and the top three products were bisphenol A (- 4.88%), ethylene (- 2.33%) and phenol (- 2.28%).
Lithium carbonate analysts in the business club believe that there is still a high correlation between the prices of industrial grade lithium carbonate and battery grade lithium carbonate, and the industry needs a certain amount of time to digest inventory. It is expected that the market price of lithium carbonate will continue to wait and see in the short term.
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