Metallurgy / Chemicals / Rubber & Plastics

Recently, the price of "lithium" family products has skyrocketed, with some products rising by RMB 1,000-3,000 per ton each day. The price of battery-grade lithium carbonate was 115,430 yuan/ton, a new high. And a single day increase of 11,000 yuan / ton, an increase of 10.53%, the largest single day increase so far this year.

According to industry insiders, the current lithium salt price rise is obvious, and mainstream manufacturers continue to be bullish. With the superimposed terminal seeking to maintain strong support, lithium products may continue to rise. The price increase is between 2000-5000 yuan/ton, which is not crazy.

A variety of chemical raw materials prices, growth rates get together to break records

It is understood that in addition to the crazy and hot "lithium" chemical industry chain, a variety of bulk commodities have recently risen, aluminum, glass, organic silicon, soda ash and other products have even continued to hit high levels, breaking through high points repeatedly.

The spot price of electrolytic aluminum was 20,330 yuan/ton, which was a cumulative increase of 530 yuan/ton this month. It reached a high of 20,575 yuan/ton on August 17, breaking through a new high in the past 13 years (since March 2008).

An auction was held on the BMX platform of Pilbara, an Australian lithium mining company, and the final auction price of 10,000 tons of lithium concentrate was 1,250 US dollars/ton, a record high.

The main contract price of glass futures exceeded RMB 3,000/ton, a record high.

The domestic market price of organic silicon is about 33,000 to 35,000 yuan/ton, a new high for the year. Some manufacturers even quoted 36,000 yuan/ton, the price hitting the highest level in history.

Silicon metal rose 3.82% in a single day, breaking through the 20,000 mark, and the price continued to hit new highs.

The average price of glufosinate-ammonium was 260,000 yuan/ton, a record high in the past 6 years, an increase of 48.6% from the beginning of the year.

The price of glyphosate exceeded 40,000 yuan/ton, a record high. From the beginning of April this year to the present, the price of glyphosate technical has increased by about 10%.

DMF East China market quoted 15,800 yuan/ton, compared with the June low of 10250 yuan/ton, it has risen by 54.15% in the past two months and continues to hit a record high.

The ex-factory price of 98% acid in key domestic areas has exceeded 600 yuan/ton, and the price of 98% acid in some parts of the south has exceeded 1,000 yuan/ton. The price has been so high for the first time since 2008.

Melamine is quoted at 14,000 yuan/ton, and the price has completely surpassed the 2016 high, setting a new high in the past 10 years.

The price of PVDF pellets has risen to 250,000 yuan/ton, a single-day increase of nearly 7%, which is at a historical high. The price of imported battery-grade PVDF has exceeded 400,000 yuan/ton, a 470% increase from the beginning of last year.

Soda ash futures continued to hit historical highs. The main soda ash contract closed at 2732 yuan/ton, and the intraday highest hit 2667 yuan/ton, setting a new high since the listing of this product.

Ferrosilicon futures opened higher and moved higher, reaching a maximum of 9758 yuan/ton, an increase of close to 5%, setting a new high for listing. Manganese silicon futures rose more than 2% to 8122 yuan / ton, refreshing a 32-month high.

The collective daily limit of the three major contracts for the three major types of black futures thermal coal, coking coal and coke has reached or approached a record high. Coking coal 2201 and coke 2201 contracts soared for two consecutive days, with a cumulative increase of more than 12%, and the price reached a new contract high. The average spot market price of coking coal rose by more than 90% from the same period last year, reaching a new high in several years.

The price of lithium hexafluorophosphate has risen from 90,000 yuan/ton last year to 400,000 yuan/ton now, a 500% increase over the same period last year.

The domestic average price of battery-grade lithium hydroxide reached 114,000 yuan/ton, which has been rising for 35 consecutive weeks, up 106% year-on-year.

Regarding the current situation where a variety of chemical products continue to rise in price and hit new highs repeatedly, industry insiders say that freezing three feet is not a day's cold. The rise in the price of upstream raw materials and the reduction in operating rates brought about by the overhaul of equipment and facilities are all reasons for pushing up the prices of chemicals. In addition, some downstream industries in the industrial chain are booming, and the sudden increase in orders and even the end of the year has also pushed up the prices of chemical products. For example, the booming of new energy vehicles has caused the prices of lithium battery raw materials lithium family products and PVDF products to continue to rise; the photovoltaic industry ushered in During the dividend period, the prices of organic silicon products and soda ash products in the industry chain continue to rise, which will be a collective carnival for enterprises in the entire new energy industry chain.