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Recently, there have been market rumors that downstream battery factories plan to cut production due to the price of lithium carbonate exceeding 600,000 yuan/ton. In response, a number of lithium battery companies responded that the current production situation is normal.
In response to rumors of production cuts, Guoxuan Hi-Tech (002074.SZ) responded to Jiemian News on November 15, saying that it is still producing and selling at full capacity as planned, and the company's production capacity is also continuing to increase to ensure supply.
Xinwangda (300207.SZ) also told Jiemian News, "There is no change in the company, and production is normal."
The relevant person in charge of Yiwei Lithium Energy (300014.SZ) told the China Securities Journal that the company is currently in normal production, and the production schedule in the last two months has basically remained the same, mainly due to the rush to deliver.
On November 14, the price of lithium carbonate forward contract operated by Wuxi Stainless Steel Electronic Trading Center fell sharply. Among them, the lithium carbonate 2303 contract fell 7.4%, the largest decline in the history of the contract. Today, the contract fell 0.95% again to close at 571,000 yuan/ton.
"First Financial" quoted Fubao Lithium Battery's research point of view that the reason for the collapse of the electronic market was the production reduction news from a large terminal battery factory.
As of press time, Ningde Times (300750.SZ) did not respond to Jiemian News’ interview on production cut rumors. As of today’s close, Ningde Times’ share price was 396.18 yuan, up 2.32%.
In March of this year, there were also rumors in the market that Ningde Times and related lithium battery companies would cut production to resist the rise in lithium carbonate prices. CATL has since denied the production cuts.
According to data released by the China Automotive Power Battery Industry Innovation Alliance, from January to October this year, the total installed capacity of domestic power batteries was 224.2 GWh, a double increase compared to the same period last year. Ningde Times, Guoxuan Hi-Tech, EVE Lithium Energy and Sunwoda are among the top ten companies in terms of vehicle loading in China.
On November 15, according to data from Shanghai Steel Federation, the average spot price of battery-grade lithium carbonate reached 590,000 yuan / ton, the same as last week, and continued to maintain a record high.
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