锂盐价格周期

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GGII:锂盐价格持续调整,2026H2有望进入新一轮上涨周期
高工锂电· 2025-08-14 10:45
高工产业研究院(简称GGII)是一家专注国内新兴产业市场研究与咨询的第三方机构,涉及的新兴产 业主要包括锂电池、储能、氢能与氢燃料电池、新能源汽车、智能汽车、LED照明与显示、机器人、新 材料等。 年会预告 2025(第十五届)高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位: 高工锂电、高工产研(GGII) 协办单位: 卡洛维德 总冠名: 海目星激光 年会特别赞助: 大族锂电 专场冠名: 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助: 思客琦 时间&地点: 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作: 陈女士 13560731836(微信同号) 2022-2025年上半年,由于供给快速增加,导致锂盐价格大幅跳水,由2022年底一度超过60万 元/吨,下跌到2025年6月的6万元/吨,降幅超过90%。2025年7月, 在中央治理低价无序竞争 推动下 ,以及部分企业碳酸锂停产影响下,目前碳酸锂价格已经接近7万元/吨左右,较6月最 低谷上涨超过10%。 以下文章来源于高工产研 ,作者GGII 高工产研 . 高工产研锂电研究所(GGII)预计 202 ...
“锂王”李良彬财富较高点缩水超250亿旗下赣锋锂业仍处于亏损状态
Xin Lang Cai Jing· 2025-08-05 21:08
Core Viewpoint - The wealth of Li Liangbin, known as the "Lithium King of Jiangxi," has decreased significantly, dropping to 13.26 billion yuan, a reduction of 25.34 billion yuan from its peak in 2022, closely linked to the declining performance of Ganfeng Lithium [1][4]. Financial Performance - In 2022, Ganfeng Lithium achieved a net profit of 20.504 billion yuan, a year-on-year increase of 292.16%. However, in 2023, the net profit plummeted by 75.87% to 4.947 billion yuan, and in 2024, the company reported a loss of 2.074 billion yuan, marking a year-on-year decline of 141.93% [5][6]. - For the first half of 2025, Ganfeng Lithium anticipates a net loss between 300 million to 550 million yuan, compared to a loss of 760 million yuan in the same period last year [6]. Debt Situation - Ganfeng Lithium's debt ratio has risen sharply from 33% in 2021 to 54.95% by the end of the first quarter of 2025 [7]. - The total liabilities increased from 12.89 billion yuan at the end of 2021 to 57.443 billion yuan by the end of the first quarter of 2025, representing a growth of 44.553 billion yuan [8]. - The company has been actively seeking to optimize its debt structure and has registered for the issuance of medium-term notes and short-term financing bonds to alleviate debt pressure [9][10][11].