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The Ministry of Industry and Information Technology has clearly stated that it will crack down on the wrong competition behaviors of hoarding and price gouging. It is hoped that from the perspective of market supervision, it will certainly curb the current carbonate price speculation, and prompt the carbonate price to slowly decline.
The negative impact of the rapid price of carbonate on the new dynamic industry continues to ferment.
“If the price of carbonate will rise like this, China’s new power car market will face a heavy blow, and the electric power will not have a future. “Faced with the arrogant salt, a positive dataSugar babyThe high-level corporate level has issued almost “absolute” shouts.
How much is the price of carbonate?
Market data shows that on March 1, the average price of domestic battery-grade carbonate carbonate rose by 1.01% to 500,400 yuan/t from the previous day. Some traders even gave out 510,000 yuan per ton of factory prices.
Compared with this, the annual price of carbonate carbonate in 2021 is only 5Sugar baby.50,000 yuan/ton, with an annual increase of 266,000 yuan/ton, with an annual increase of 432%, and the annual price exceeds 4 times.
In 2022, the price of carbonate carbonate started to jump after reaching 300,000 yuan/ton on New Year’s Eve, hitting 400,000 yuan/ton in mid-February, and exceeded 500,000 yuan/ton in early March, nearly 70% higher than the year. Sugar babyCompared with the 5. ear-side noises in 2021: “I’m still at the rescue station.” “You’re going to receive a low price of 50,000 yuan/to that directly surged by 8 times, with an increase of 809%.
Today, carbonated carbonate Prices have changed in real time, and the purchase of carbonate carbonate by positive information and battery companies requires the inventory and even early payment of the order.
The sales responsible person of a salt production company in Shandong has concluded the company’s external reporting, and the production capacity is in Sugar daddy was sold a few years ago. It is important to sign a supply order with major customers, but only the supply can be guaranteed.The price is not guaranteed, and the actual transaction price is on the market.
Shengxin Energy also introduced that orders are divided into two categories: long and short orders, and are adjusted according to the quarterly and monthly market price reference price. The medium-long order is the locked quantity and the price is not locked.
Insiders pointed out that this wave of carbonate prices has been intensified due to the lucrative demand in the downstream market, and the supply and tight supply, the mismatched supply and demand boosted the price of steel salts.
On the other hand, departmental salt suppliers and central traders are reluctant to sell goods, and capital speculation raises the market demand for price gouging is urgent, which also contributes to the rise in carbonated steel prices.
Sugar daddyIn the face of the “beast” price increase of downstream carbonate, vulgar enterprises have almost no “strengthening power” and can only be transmitted to the end of vulgar applications.
A clear example is that since previous years, many power battery companies have begun to increase prices, and the price trend has expanded from digital and small power to power. The battery price has increased by 15%, and the growth rate of department customers has reached 20%-30%.
The prices of original data such as carbonate have increased significantly to the end of the new power car. The main engine has broken the defense and has had to announce the start of the new round of price. Since this year, nearly 20 vehicles including Tesla, Biadi, Changcheng, Xiaozhu, SAIC, and other majors have issued bidding notices. The price of new dynamic vehicles in its branches has increased from 1,000 yuan to 1,000 yuan.
Professional data shows that for pure electric vehicles, when the carbonate carbonate price reaches 30Escort manila million yuan/million yuan, the cost of each pure electric vehicle increases by about 8Sugar daddy000 yuan; when the carbonate price reaches 400,000 yuanEscort RMB/m/m/month, the amount of each electric car is about 11,000 yuan.
The judgment of differences within the industry is that the price of original data continues to rise, resulting in the increase in the power battery capital has exceeded the largest bearing capacity of battery companies. The capital pressure is huge, and it is expected that it will be difficult to clearly solve the problem in 2022 and the inner bearing capacity will be obvious in the short term.
There is no doubt that the crazy price of carbonate will have a huge negative impact on the development of China’s new dynamic industries, and ensure that the supply of steel salts is stable and stable, with the main strategic meaning.
The price of downstream steel resource has gradually increased and “deregulated”, which has attracted attention from the policy level.
On February 28, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, finally calmed down and fell asleep obediently. This year, we will focus on meeting production needs such as power batteries, and accelerate the development progress of domestic steel resources, and crack down on unfair competitive behaviors such as stockpiling and price gouging.
At the same time, improve the power battery receiving and receiving application system, and the branch is surrounded by noisy and noisy. Sugar daddy‘s opinion on the Sugar baby. We will continue to improve the acceptance rate and resource application effectiveness of efficient disassembly and regeneration applications.
On the eve of the two sessions in 2022, representatives from the industry and political committees also responded to the supply problems that arise in the downstream, calling for the guarantee of stability and safety of supply chains.
The National Political Cooperation Committee and Ningde Times Chairman Zeng Yuqun mentioned in the proposal that the current supply and demand of steel resources is harsh, and the industry development faces challenges. It should accelerate the domestic steel resources survey and development, ensure the safety of supply chains, and at the same time, strengthen self-reliance innovation and scientific and technological research, and continuously improve the efficient application of resources.
National representative, Tianqi Ping An Industrial DirectorManila escortThe director of the industry and information industry suggests to accelerate the green development of Sichuan’s steel mineral resources, improve the guaranteed system for mining resource development, the mechanism for distribution of benefits, etc.
The Ministry of Industry and Information Technology has clearly stated that it will crack down on inappropriate competition behaviors such as hoarding and price gouging, and there is no hope of current carbonate prices from the perspective of market supervision. daddy‘s speculation has a certain curb effect, prompting the price of carbonate carbonate to slowly decline.
The layout of domestic battery companies and salt companies in domestic carbon resource development is conducive to reducing the import and construction of diversified raw material supply channels for domestic carbonate minerals, helping to accelerate the domestic carbonate mica and salt lakes to increase the industrialization of domestic carbonate salt, and alleviate the tight supply level of domestic carbonate salt.
Today, Manila escortIncluding companies such as Berlin, Biadi, Fulin Seiko, Purple Steel Industry, Xidiao Mining Industry, and Douge Steel Industry have begun to deploy domestic salt lake steel lifting projects; battery companies such as Ningde era and Guohua High-tech have entered Yiba to accelerate the implementation of the steel mica steel lifting technology.
EscortUpgrading policy support, increasing industrial capital accumulation, and domestic resource development is rapidSugar daddy rate is expected to accelerate in one step. But overall, the new capacity of downstream steel salts is slow to release, the overall supply is still tight, the price of internal steel salts may not decline significantly in the short term, and the industry chain pressure is still obvious.
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