With the new energy laptop battery policy to support the introduction of vehicle batteries, lithium should pave the way for a period of rapid development in the upstream resources of the industry chain enterprises Lithium enter a golden age. In anticipation of the agent, some listed companies have scrambled to expand the production capacity of lithium carbonate, and determined the upper limit in the areas of lithium carbonate.
Demand “underlying outbreak”
Early in July, from Beijing to Tianjin, Jiangsu Province to Shanghai, Fujian Province, Shenzhen, Guangxi and Sichuan, have all set up to build a new energy vehicle charging station, which Beijing has also published its first electric vehicle charging station standards, and Shanghai later this year extension 360 charger, 3 years to reach 5,000. Under the plan, the State Grid Corporation will be charging stations 2015 1700 public and three million cell load share. lithium battery charging station, on one hand the demand for these commodities, on the other hand lead to the rapid expansion of new energy vehicles, thereby pulling the market for lithium batteries.
China International Capital Corporation Limited studies have reported that the new energy vehicles, driven by demand for lithium batteries, lithium carbonate becomes the main driver of growth in world demand for lithium carbonate in 2010 increased 10% to 75,598 tons, 2010-2013 compound annual growth rate of 16%.
Very surprising that the price of lithium carbonate are present in calm water. However, the application “underlying outbreak” of the building, many companies have been targeting the lithium batteries, if the potential demand occurs, the relevant listed company profits will mark the beginning of a new era. Currently in the domestic capital market at least note the mining in Tibet, CITIC Guoan Group, the three companies, and Salt Lake.