Chinese listed companies compete for lithium resources
Source: Shanghai Securities News Author: Wang Qiaoqi Time: 2021-10-12
On the one hand, facing the era of billions of kilowatt-hours, the effective supply of the supply chain will face a huge gap, and battery companies must prevent the risk of resource interruption in advance; on the other hand, the price of lithium battery materials has soared, and battery companies must stabilize supply chain price fluctuations and realize core raw materials Cost control. In the future, more relevant companies will deploy lithium resources through shareholdings, acquisitions, and locking of long-term orders.
In the context of the high boom in the downstream new energy automobile industry and the tight supply and demand of lithium resources, listed companies' "snap-up" of lithium resources continues to increase.
According to the reporter's analysis, since the second half of this year, listed companies such as Zijin Mining, CATL, Ganfeng Lithium, Jinyuan, Tianhua Super-clean have successively accelerated their deployment of global lithium resources through mergers and acquisitions and equity purchases. Heavy shares is "cross-border" to enter this popular track.
According to industry insiders, from 2021 to 2025, driven by demand, the supply and demand situation of the lithium industry may gradually become tight, and more relevant companies will deploy lithium resources through shareholding, acquisition, and locking of long-term orders.
The "grab lithium" battle continues
Faced with the tight supply and demand of lithium resources and the rising prices of related products, Zijin Mining is unable to curb the urge to "grab mine".
The research institute EVTank predicts that by 2025, the global sales of new energy passenger vehicles will reach 18 million, and the global demand for power batteries will exceed 1TWh.
The industry view is that, on the one hand, facing the era of billions of kilowatt-hours, the effective supply chain will face a huge gap, and battery companies must prevent the risk of resource interruption in advance; on the other hand, the price of lithium battery materials has risen sharply, and battery companies must stabilize supply chain price fluctuations , To achieve core raw material cost control.
"More and more companies are aware of the importance and urgency of upstream raw material protection." According to industry insiders, the current global main planning lithium resource development progress may be difficult to match the speed and magnitude of demand growth, and given the complexity of resource projects From 2021 to 2025, driven by demand, the supply and demand of the lithium industry may gradually become tight, and more related companies will deploy lithium resources through shareholding, acquisitions, and locking of long-term orders.
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