1、 Price trend of lithium hydroxide
| Benzalkonium chloride |
(Figure: P value curve of lithium hydroxide products source: Commodity analysis system of Business Club)
2、 Market analysis
This week, the market of industrial grade lithium hydroxide was stable. Compared with the domestic hydrogen oxide industry, the average price of hydrogen oxide fell to 88.00 yuan in the first 12 months, which was the same as that of domestic enterprises.
In recent years, the upstream lithium carbonate market has risen, the cost support has risen, the downstream high nickel demand has steadily increased, which has driven the market inventory digestion, and the new investment enterprises have gradually increased the volume, the market capacity is sufficient, and the market is stable. At present, the quotation of Shanghai Yulun industrial industrial grade lithium hydroxide is 53000 yuan / ton; Zigong tongfarong industrial industrial grade lithium hydroxide is 53000 yuan / ton; Shanghai oujin industrial industrial industrial grade lithium hydroxide is 50000 yuan / ton, and anhydrous lithium hydroxide is 99000 yuan / ton. The specific delivery price is discussed in a single way.
The upstream lithium carbonate, according to the data monitoring of the business agency: this week (12.7-12.11), the price of lithium carbonate continued to rise. In recent days, the price of industrial carbon and electric carbon have increased and fluctuated by 1000 yuan / ton. On December 11, the average price of industrial grade lithium carbonate in East China was 45600 yuan / ton, up 1.79% compared with the beginning of the week. On December 1, the average price of battery grade lithium carbonate in East China was 48700 yuan / ton, up 0.83% compared with the beginning of the week.
On December 13, the commodity price index of lithium carbonate and lithium hydroxide was 91.54, which was the same as yesterday, reaching a record high in the cycle, up 23.22% from the lowest point of 74.29 on September 20, 2020. (Note: the period refers to January 1, 2013 to now)
According to the price monitoring of business agency, in the 49 th week (12.7-12.11) of 2020, there were 36 kinds of commodities in the chemical industry sector, among which 5 kinds of commodities increased by more than 5%, accounting for 5.4% of the total number of commodities monitored in this plate; the top three commodities were acetic acid (14.06%), nitric acid (13.16%) and maleic anhydride (10.45%). There were 22 kinds of commodities with a decrease of more than 5%, accounting for 3.3% of the monitored commodities in this sector; the top three products were phthalic anhydride (- 6.82%), styrene (- 6.40%), propylene glycol (- 5.33%). This week, the average rise and fall was 0.63%.
3、 Future forecast
Lithium hydroxide analysts from the business club believe that the recent upward trend in the price of lithium carbonate in the upstream and the increase in downstream demand have a certain support for the price of lithium hydroxide, but the market supply is sufficient to contain it. It is expected that the industrial grade lithium hydroxide Market will be stable in the short term, and more attention should be paid to market information guidance.
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