Lithium carbonate prices continue to fall, the industry is under pressure, but the enterprise does n
The recent price of lithium carbonate continued to fall so that the industry under pressure, but the lithium enterprise overall start rate has not dropped significantly, the new capacity is also advancing. Shanghai Steel (300226) new energy division lithium analyst Zheng Xiaoqiang pointed out that in August lithium carbonate prices continue to explore the momentum is reduced, is expected to be in the 7.70 million yuan / ton - 8.20 million yuan / ton narrow range oscillation. Engaged in overseas lithium ore trade Shi Shi said, overseas prices have not corresponded to fall to the domestic, conduction needs process, it believes that lithium carbonate prices are unlikely to fall again. Zheng Xiaoqiang that August-October lithium carbonate prices are basically unlikely to fall to 75,000 yuan / ton, but after November off-season may fall further. Longbang technology (603906) will have two projects in production during the year, Yichun Longbang era 40,000 tons of lithium carbonate project in trial production, is expected to be around the fourth quarter of the official production; Indonesia lithium source 30,000 tons of lithium iron phosphate project is in the stage of small batch production, the equipment commissioning will be completed after the capacity will be climbed. Sheng new lithium, rongjie investment holding group also recently invested in lithium salt, lithium materials related projects. Ganfeng lithium (002460) under the Inner Mongolia Gabus lithium-tantalum mine project and Mali Goulamina lithium feldspar project is expected to be put into production within the year. Argentina's century salt lake lithium project put into production to start, domestic Tibet mining (000762) under the Zabuye salt lake began trial production, Zangge mining under the Mamie wrong salt lake project to speed up the progress of the salt lake, salt lake shares to accelerate the construction of the new 40,000 tons of lithium salt integration project.