四大因素引发碳酸锂暴涨40%

Core Viewpoint - The price of lithium carbonate has surged by 40%, reaching around 80,000 yuan per ton, driven by various factors in the industry [1][3]. Group 1: Reasons for Price Recovery - The industry is experiencing a reversal of internal competition, with lithium carbonate being sold below cost, leading manufacturers to demand price stabilization. A collaborative effort between supply and demand sides is essential to escape the current predicament [3]. - Downstream demand is growing, particularly in power and energy storage batteries, with leading companies significantly increasing their capacity utilization. In the first half of the year, China's lithium battery production reached 720 GWh, a year-on-year increase of over 60% [3]. - The current price of lithium carbonate is unsustainable as it is below production costs. A return to a rational price range of 100,000 to 150,000 yuan is likely necessary for stable profitability and normal production and R&D activities [3][6]. - Stricter compliance reviews for lithium mines are limiting short-term production capacity. Recent policies have been implemented to restore order in the industry, with significant potential impacts on global supply [4][5]. Group 2: Future Price Expectations - The current trend indicates that lithium carbonate prices are expected to revert to a reasonable range of 100,000 to 150,000 yuan [6].