Group 1 - Lithium carbonate futures have dropped significantly, with a decrease of 2.23% on May 29, closing at 58,860 yuan/ton, marking a year-to-date low and a cumulative decline of 23.66% from the peak price of 80,000 yuan/ton at the beginning of the year [2] - The spot price for battery-grade lithium carbonate also fell, with a decrease of 1,000 yuan per ton on the same day, averaging 61,000 yuan/ton, which is also a year-to-date low [2] - The primary reason for the continuous decline in lithium prices is insufficient downstream demand, as global lithium resource and lithium salt production capacity continue to expand, leading to an oversupply in the market [2] Group 2 - The future outlook for lithium prices is challenging, with an increase in supply and stable downstream demand, making a significant rebound unlikely [3] - The price decline may lead to the elimination of high-cost, low-efficiency companies, promoting a competitive environment where resources concentrate in more competitive enterprises [3] - Ongoing low prices may increase merger and acquisition activities within the lithium industry, potentially raising industry concentration [3]
7月中国郑州锂电展｜跌破6万元 碳酸锂短期内上涨动力不足
Sou Hu Cai Jing·2025-06-02 02:00