Qinghai Salt Lake to mention the lithium industry prospects? The most say on this issue, than the downstream manufacturers.According to Li Guoxuan, director of power Lithium Battery Leader Guoxuan Gao introduction, lithium carbonate costs account for about 30% of the cost of cathode materials to 40% , While the cathode material accounts for 25% to 30% of the total battery cost.
Ma Guifu said that in the past, the Qinghai Salt Lake due to magnesia-lithium ratio, impurities, coupled with the salt lake technology is not mature enough to be optimistic about the lithium industry, but by the development trend of new energy vehicles, domestic high price of lithium carbonate operation, Gradually by the industry 're-recognition'.
Guo Xuan Hi-Tech in 2017 went to Lanke Lithium Industry, National Security lithium industry and other enterprises inspection. 'We look for Qinghai Salt Lake to mention lithium is a late direction, capacity is expected to be released in 2018, 2019.' Ma Guifu think.
Although on the layout of salt lake lithium have great interest, Guoxuan Hi-Tech has not been used in the Qinghai Salt Lake to mention lithium products.According to disclosure, the recent, Guoxuan Transtech Services also received Lithium mica mention lithium cooperation intentions, the use of lithium mica extraction of carbonated Lithium companies want to supply Guoxuan Hi-Tech. Ma Guifu said that if the salt lake to mention lithium and lithium micacetic extract lithium technology does get a breakthrough, lithium carbonate supply will blowout, the price of lithium carbonate is expected to follow the callback.
'In the past two years, the power battery industry profits generally squeezed by the upper and lower ends, the future, the cost of raw materials such as lithium carbonate can reduce the development of the enterprise is crucial.' Ma Guifu told the Shanghai Securities News reporter, the future of Qinghai Salt Lake technology to achieve lithium Breakthrough will be cheaper battery-grade lithium carbonate, the cost advantage is self-evident.This will also further enhance the cathode material, the competitiveness of battery companies and promote the popularity of new energy vehicles.
In addition, the relevant energy ministries and other relevant ministries and commissions have successively released the "Guiding Opinions on Promoting the Development of Energy Storage Technology and Industry" and the "Implementation Plan for Solving the Abandonment of Abandoned Abandoned Wind Abandoned Light" and other documents so that Guoxuan Tech, BYD and other battery manufacturers can see Ma Guifu said that according to relevant documents, China's energy storage industry will shift from research and development demonstration to commercialization by 2020. If the energy storage industry policy is further pushed forward, it is good for the battery market. According to Lithium-ion high school data, the domestic photovoltaic and wind energy storage areas, lithium battery installed capacity accounted for the largest market share of up to 60%.
Ma Guifu believes that a substantial reduction in battery cost is one of the prerequisites for large-scale expansion in energy storage. Due to the large demand for batteries in energy storage, it will be crucial to reduce the cost of key raw materials such as lithium carbonate.
