The continuous rise in lithium metal prices has become a pain point for the electric vehicle industry chain. Recently, the price of lithium has soared, which is undoubtedly a happy event for companies in the electric vehicle industry.

　　The research report of Northeast Securities pointed out that due to the shortage of labor caused by the Australian epidemic, the output of Matmotion and Matt Carterlin is lower than the target, and the development of Perbala raw ore is less than expected. In the next two or three or three years, the new capacity of the seven major Australian mines will be restricted. The production capacity of the original production capacity starting from 2022-2024 will be delayed, and the supply of lithium mining will continue.

　　Due to the inadequate supply of lithium ore, the price of lithium has also risen. According to the statistics of Shanghai Steel Union, on October 20, the futures price of lithium carbonate for batteries increased by 10,000 yuan to 545,500 yuan, and set a new record, with a maximum price of 548,000 yuan. According to the statistics of FastMarkets, since the end of 2020, the price of lithium hydroxide has risen by about 850%, the price of lithium lithium carbonate has increased by about 1090%, and the price of mullodia pipy has increased by about 1780%.

　　Securities believes that it is the largest year of the year. The supply in the fourth quarter will become more and more tense. It cannot be ruled out that the price of lithium carbonate will rise to 600,000 yuan per ton in this winter.

　　As the output of mining is lower than expected, the price of lithium metal only rises and does not fall, and the entire industrial chain is in an extremely intense state. According to a new research report released by MCKINSEY, by 2030, the demand for automobile batteries worldwide will increase by about 30%at a rate of nearly 4500 GWh. From 2020 to 2030, the value chain of batteries is expected to grow 10 times, annual revenue will reach the peak of $ 410 billion. By 2030, my country's demand for lithium ion batteries will account for 40%of the global total demand.

　　This makes domestic lithium metal enterprises a huge "blue ocean" in this area. According to relevant data, now there are more than 20 lithium carbonate concepts in the A -share market. From October to the present, the prices of these stocks have reached 4.07%, and the increase in Tianqi and Guoxuan Hi -Tech has exceeded 10%of 10%. Essence At the level of performance, most related concept companies have announced their first three quarters.

　　In the electric vehicle industry, conflicts of supply and demand are common. When the market supply and demand imbalances frequently occur in the electric vehicle industry, how can the upstream and downstream enterprises of its industrial chain react? How long can the upstream raw materials laugh? Does midstream and lower reaches only succumb to the arrangement of fate? For an industry, cost is a very important issue. Moreover, from a macro perspective, lithium prices have affected the economy of the entire country. How can we stand internationally internationally?

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