Lithium carbonate is in short supply

In the second half of last year, domestic lithium carbonate prices have been climbing to the peak, and the price of battery-grade and industrial-grade lithium carbonate units has exceeded 100,000 yuan. The rising price is a direct reflection of the tight supply at the supply end and the increase in the demand side. This year, the lithium market will continue to be in short supply, and the high price is expected to continue in the medium and long term. The development of the power battery industry still has great potential, and the entrusted processing mode will bring a new atmosphere to the lithium industry.

Supply: a small increase, the heavy volume is not easy

In 2015, global lithium carbonate production fell year-on-year, resulting in tight supply, and a supply gap of 140,000 tons is expected throughout the year. In the second half of this year, the global lithium supply will increase slightly, and the output of domestic lithium mining enterprises will increase significantly. The production of lithium in the traditional salt lakes is weak. It is expected that although the global lithium supply will increase this year, the situation of short supply will not change.

Demand: power battery, rapid growth

Power battery is the biggest driver of demand growth in the lithium industry. Last year, the domestic new energy vehicle output was 379,900 tons. It is expected that domestic new energy vehicle production will achieve 100% growth this year, and the demand for power battery will continue to increase. It is expected that the power battery industry will be this year. Demand for lithium carbonate will reach 56,800 tons, up 76% year-on-year, becoming the most important part of the lithium demand structure. It is expected that the annual demand for lithium carbonate will reach 238,000 tons, an increase of 17%.

Highlights: New energy vehicles, eye-catching

At this year's CES show, the car became the target of attention, and the car is becoming the fourth "C". The new energy car will be unveiled at the show. In the future, the new energy car may introduce cheaper long-end models and have more models. With a larger battery capacity and longer battery life, new energy vehicles will continue to be the most important source of demand growth in the lithium industry.

Development: commissioned processing, ready to go

The rise in lithium prices has boosted the development of the entrusted processing model, and the lithium industry is undergoing new changes. At present, the lithium market is still out of stock, and the shortage of supply is difficult to alleviate. Considering the development of the entrusted processing model in the lithium industry, lithium mining companies will benefit the most.

Or benefit stocks: Lithium battery upstream lithium mining enterprises core standard Tianqi Lithium Industry, Jifeng Lithium Industry, Zhonghe shares, * st fusion is worthy of attention. Taking into account the technological advancement of lithium extraction in the salt lake, it is appropriate to pay attention to Tibet Mining, Tibet City Investment, and other salt lake lithium companies.

Risk warning: the development of new energy vehicles does not meet the expected risks

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