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This morning, the market hot spot line in Unit A was suddenly reversed. The Chinese feature system of valuation and the high level of artificial intelligent panels have caused early setbacks in the proof index. The new energy block, which has been repeatedly pressed this year, has emerged, with a half-day increase in the market power sector of 60,000 million people, over 2 per cent, leading to a downward spiral in entrepreneurship.

Major Unit A

For nearly half a month, lithium prices have been substantially rebounded, and are seen as an important factor in triggering a return to the new energy table. Data show that between 27 April and 12 May, the price of lithium for battery-grade carbonate increased by nearly 40 per cent. In addition, the photovoltaic sector has been marked by a sharp increase, with the recent expansion of capacity announced by the photovoltaic industries of Lung-ki, Twe and thermal.

The institutional analysis concluded that, as manual wisdom evolves to a very high level of transactions related to the “China’s Specific Valuation System”, the second quarter of the year saw a shift or acceleration in the sector of Unit A, a new energy industry chain with high profitability and some of the policy-catalytic subsectors.

Ten lithium price increases

Recycling of lithium panels

The long-term lithium battery block has recovered significantly today. As of midnight, the lithium battery index for eastern lithium had risen by 1.41 per cent, the melting stock had stopped, the solar lithium power had risen by more than 10 per cent and the lithium industry had risen by 9.24 per cent.

Prevalence of lithium panels

On the news side, the price of lithium for battery-grade carbonate has continued to rise from the bottom region of yuan renminbi/ton for almost half a month. According to SCO data, on 12 May, the lithium of battery-grade carbonate rose by 17500 yuan renminbi/ton at an average price of 24.75 million yuan renminbi/ton. Over time, between 27 April and 12 May, the price of lithium for battery-grade carbon acetic anhydride increased by nearly 40 per cent in short and half months.

Price of lithium for battery-grade carbonate

The “push” sentiment of lithium companies has also begun to spread. On 11 May, PAL held an auction of 6 million tons of industrial-grade carbon acetic lithium (a lithium content of 99.6 per cent and above 99.2 per cent), culminating in a total of 241,000 yuan/ton-25.1 million yuan/tons. This price is not only higher than the current prices of carbonate at the national level of production of the day, but also higher than the current prices of domestic battery carbon lithium.

SCO analyses that the carbon lithium demand in May was between 3.4 and 3.6 million tons of carbon acetic anhydride, calculated from the May platoon production. Taking into account the return of downstream demand in May, as well as the low lithium salt stock in downstream materials, the lithium salinium salinity plant is currently relatively heavy, and the lithium salinity plant is not willing to offer lower prices. The lithium price range of carbon acetic acid is projected to be 250,000 yuan renminbi per to 300,000 yuan renminbi per ton in May.

“In more than half a month, the price of lithium carbonate has increased by nearly 40 per cent, entering May, at a higher price of yuan renminbi/ton on many occasions.” Recalling the recent trend in the price of lithium carbonate, a chain of lithium power industry is called “unexpected”.

What are the signals of the recent increase in carbon lithium prices?

With regard to recent significant fluctuations in the price of lithium carbon acetic anhydride analysis, this increase in the price of lithium carbonate is largely driven by market sentiments, supported by a strong willingness on the part of the lithium salinity factory to take stock and the market as a whole has come back, although the lithium stocks of lithium carbonate at the lithium salinium plant are still high, low-price sources are not sold externally. The price increase was not to buy down the mindset, and downstream traders were actively involved in the search for goods and were able to negotiate a better atmosphere.

At the same time, the recent rebound in the price of lithium carbonate has also led to a reversal in the price of materials such as lithium hexafluoride, negligent material, phosphate, lithium copper.

For example, in the case of lithium hexafluoride, the per capita price of lithium hexafluoride rose to yuan renminbi per to yuan renminbi on 11 May, a single increase of yuan renminbi per ton per day, an increase of 10.87 per cent over 10 days and an increase of more than 20 per cent per week.

Should the lithium battery industry chain be so “ups” as a starting point for moving up?

According to the CCPS analysis, there is now a gradual shift in the stocks of mid-stream batteries to health levels and an increase in upstream materials procurement is planned as new products are introduced. The multiple chain of the lithium power industry began to recover, with the gradual recovery of excreta. While the lowering of the previous lithium industry chain leads to oversupply at a monthly level, the oversupply of lithium is not significant throughout the year, with only small overstretching, and the sharp increase in excess in the first half of the year has exacerbated the risk of mid-year shortfalls.

This is a matter of prudence on the part of the Lungi lithium analyser, who stated that the price of lithium carbonate, while returning 200,000 yuan renminbi/ton, has not been fully restored, market orders have been limited, downstream battery producers and automobile enterprises are receiving high lithium prices and business costs have increased. In the long run, however, the price of 200,000 yuan renminbi/tons is closer to market development and the stability of upstream raw materials prices favours the operation of the entire industrial chain. “The current downstream of the lithium battery industry chain is still in bones, and prices are entering the road, which is still to be observed for some time.”

Open-ended companies for intensive research

Although it is not clear that the cause of trafficking is within the industry, a clear signal is that the lithium power market company has come to a new wave of research heat.

According to journalists, over the past month, businesses such as meteorology, laken and lining have been investigated by hundreds of institutions, some of which have become “blooded” in direct production.

“The company is currently in full capacity to produce better sales.” In recent studies of high perseverance assets, remote funds and so on, the lake has indicated that during the first quarter of the year, industries were affected by factors such as the lowering of carbon lithium prices, lower prices for fuel trucks, exposure to stock pressures, reasonable arrangements by companies to meet client needs for production plans, timely adjustments in inventory management strategies and reduction of stock cycles. It is projected that the market will return gradually as the overall stock of the industry melts and the price of lithium carbonate returns to reasonable zones.

The excerpts of the survey disclosed in the millions of latitude lithium show that the company’s turnover rate is more than 90 per cent in the first quarter of the year; a slight slowdown in the first quarter of the year in the delivery mode will gradually accelerate from the second quarter. The current prices of materials have stabilized, the pace of transition is largely complete, stable and the rate of goodness is high. As a result, the second quarter starts in May, with a much greater improvement in the situation of excreta production, and companies will be able to improve at all levels.