[News-Oxcart Network]
Recently, Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Association, published an article on the public platform: "The soaring price of lithium will not seriously affect the development of New Energy Vehicles in China, and when others hesitate, we should accelerate the development of new energy vehicles and make greater contributions to the global energy transformation."
The website of the Ministry of Industry and Information Technology released the operation of the nickel-cobalt lithium industry in 2021: In 2021, the new energy industry in the mainland will develop rapidly, and the nickel-cobalt-lithium industry as a whole will show a pattern of supply and demand, product prices will rise sharply, and imports will increase significantly.
In 2021, the average spot price of lithium carbonate and lithium hydroxide was 122,000 yuan / ton and 113,000 yuan / ton, respectively, up 177% and 117% year-on-year.
As of February 9, the average price of lithium carbonate in the battery market was 390,000 yuan / ton, up 34.48% from the beginning of this year, and the average price of industrial-grade lithium carbonate market was 377,500 yuan / ton, up 39.81% from the beginning of this year.
Will the continuous rise in lithium prices affect the development of the new energy automobile industry?
Cui Dongshu believes: "The rise of lithium batteries is a short-term resource mismatch, with the improvement of technology and the huge investment of world capital, the world's lithium battery shortage problem will gradually resolve."
Cui Dongshu said that we should not worry too much about the resources of lithium batteries. When others hesitate, we accelerate the development of new energy vehicles, which is a historical opportunity. The automobile revolution has led to an unprecedented technological innovation movement in the history of China's industrial development, and in the process of global automobile electrification, China has taken the lead in taking the first step and achieving a first-mover effect, to achieve the new glory of China's manufacturing industry by accelerating the development of new energy vehicles, and to make greater contributions to the global energy transformation.
Tuo Dongshu believes that lithium ore is currently in a state where the total amount of resources is abundant but high-quality projects are scarce, and in the long run, the cost of lithium ore has room to decline.
As the lightest metal in nature and the lowest potential of the standard electrode, lithium is a natural "battery metal" that will have long-term demand rigidity in high specific energy power batteries. Abundant total lithium resources, which can support the world's large-scale power and energy storage applications (according to the global proven resources, 100 million electric vehicles can consume 86 years)
Whether it is industrial lithium or battery-grade lithium, China's current production capacity is relatively leading (accounting for 6% of the known resources), and China's lithium reserves are not low, depending on how the follow-up technology evolves. If the salt lake lithium extraction technology breaks through again, the development of other forms of lithium will be forced to reduce production, and the cost of lithium ore will be greatly reduced.
Finally, Cui Dongshu said: With the recent decline in subsidies for new energy vehicles and the sharp rise in the price of basic resources such as lithium ore, new energy vehicle companies are facing certain cost pressure. However, the market price of new energy vehicles is not expected to rise significantly, and car companies should be able to resolve the pressure and continue to maintain the rapid growth of new energy vehicles in 2022.
Judging from market feedback, users also have a certain degree of expectation for the price changes of new energy after the decline. We do not worry about the resource problem of lithium batteries, when others hesitate, we accelerate the development of new energy vehicles, which is a historical opportunity, to accelerate the development of new energy vehicles, to achieve the new glory of China's manufacturing industry, to make greater contributions to the global energy transformation.