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The biggest news in the new energy industry over the weekend is that the price of lithium salts is guaranteed and stable. How much impact will this news have on the new energy industry? What opportunities are hidden? Worth a good discussion.
01The stable supply of lithium salt has been confirmed
The news that the Ministry of Industry and Information Technology has discussed with some lithium salt companies on the Internet has indeed been confirmed to guide lithium salt prices to return to rationality.
On March 16th and March 17th, the relevant leaders of the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation indeed organized a symposium on the operation of the lithium industry and the price increase of upstream materials for power batteries . The heads of some key upstream and downstream enterprises in the industrial chain such as lithium resource development, lithium salt production, cathode materials, and power batteries also participated in the meeting.
According to the requirements of the meeting: upstream and downstream enterprises in the industrial chain should strengthen the connection between supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the rational return of lithium salt prices, increase efforts to ensure market supply, and better support China's new energy vehicles and other strategic emerging industries Healthy development of the industry.
So how do we take this news?
02The new energy vehicle industry cannot bear the burden
We all know: Since last year, the price of lithium salt has been soaring. Even some time ago, the price of battery-grade lithium carbonate exceeded 500,000 yuan per ton, and the upward trend has no turning point.