Lithium Industry Annual Report 2019
2020-03-03 17:53:34 【Print】
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Contents
1. Lithium Industry Overview 4
2. Economy and Policy 4
2.1 Chinese economy and policy 4
2.1.1 MIIT unveils 2019 new energy car types subject to subsidies 4
2.1.2 Three departments jointly confirm VAT rate reduction and export tariff reimbursement adjustment 4
2.1.3 China announces new NEV subsidy policy in 2019 4
2.1.4 China cuts VAT rate from April 5
2.1.5 MOT strives to expand NEV application in transportation industry 5
2.1.6 NEV automobiles to be included in refund/compensation policy on sold products in China 5
2.2 International economy and policy 5
2.2.1 China trade delegation visits U.S. 5
2.2.2 U.S. to reform tax refund policy on EV industry 5
3. Market Movement 5
3.1 Chinese Market Movements 5
3.1.1 Lithium carbonate prices stable first and down continuously then 5
3.1.2 Lithium hydroxide prices down 7
3.1.3 Lithium chloride prices down 9
3.1.4 Lithium metal prices down continuously 9
3.1.5 LCO prices down 11
3.1.6 LNCMO prices down 11
3.1.7 LMO prices down 13
3.2 International Market Movements 14
3.2.1 Spodumene import prices down by 50% in China 14
3.2.2 Lithium hydroxide import prices down in China 15
3.2.3 CIF Europe prices for lithium carbonate down 16
3.2.4 CIF U.S. price for lithium carbonate down 17
3.2.5 FOB South America prices for lithium carbonate down 17
3.2.6 Export prices for Chinese lithium hydroxide down 18
3.2.7 CIF South Korea prices for Chinese lithium hydroxide down 19
4. Producers Statistics 20
4.1 China's lithium carbonate output up by 37.1% YOY in 2019 20
4.2 China's lithium hydroxide output up by 125.6% YOY in 2019 21
4.3 China's LCO output down by 4.6% YOY in 2019 22
4.4 China's LNCMO output up by 29.3% YOY in 2018 23
5. Customs Statistics 24
5.1 China's lithium carbonate imports up by 20% YOY in 2019 24
5.2 China's lithium hydroxide exports up by 78.5% YOY in 2019 24
5.3 China's lithium carbonate exports up by 13% YOY in 2019 24
6. Company News 25
6.1 Chinese Company News 25
6.1.1 Jiangxi Ganfeng Lithium plans to raise NCM precursor capacity 25
6.1.2 Zangge Lithium puts lithium carbonate project into operation 25
6.1.3 Weihua Limited to purchase 100% stake in Chengtun Lithium 25
6.1.4 Guangxi Tianyuan postpones lithium salt production 25
6.1.5 Dynanonic's nano LFP production increases by 52.61% YOY in 2018 25
6.1.6 JHD to spend RMB194 million on expanding lithium battery material production lines 25
6.1.7 China Tower: Suining branch to acquire processing service for retired LFP battery packs 25
6.1.8 CATL secures BMW Li-battery purchase order 25
6.1.9 CATL and Tianyi Lithium signs cooperation agreement on purchasing lithium carbonate and lithium hydroxide 25
6.1.10 Guoxuan High-tech expects its LFP battery single-unit energy density to reach 200Wh/kg in 2020 or 2021 26
6.2 International Company News 26
6.2.1 POSCO to Increase Lithium Production 26
6.2.2 Australian Mineral Resources granted with Chinese government approval for mine acquisition 26
6.2.3 BMW plans to double U.S. lithium ion battery production 26
6.2.4 Pilbara Minerals inks additional lithium supply deal with China's Great Wall 26
6.2.5 Tianqi Lithium's subsidiary inks long-term lithium hydroxide supply agreement with LG Chem 26
7. Supply and Demand Outlook 27
1. Lithium Industry Overview 4
2. Economy and Policy 4
2.1 Chinese economy and policy 4
2.1.1 MIIT unveils 2019 new energy car types subject to subsidies 4
2.1.2 Three departments jointly confirm VAT rate reduction and export tariff reimbursement adjustment 4
2.1.3 China announces new NEV subsidy policy in 2019 4
2.1.4 China cuts VAT rate from April 5
2.1.5 MOT strives to expand NEV application in transportation industry 5
2.1.6 NEV automobiles to be included in refund/compensation policy on sold products in China 5
2.2 International economy and policy 5
2.2.1 China trade delegation visits U.S. 5
2.2.2 U.S. to reform tax refund policy on EV industry 5
3. Market Movement 5
3.1 Chinese Market Movements 5
3.1.1 Lithium carbonate prices stable first and down continuously then 5
3.1.2 Lithium hydroxide prices down 7
3.1.3 Lithium chloride prices down 9
3.1.4 Lithium metal prices down continuously 9
3.1.5 LCO prices down 11
3.1.6 LNCMO prices down 11
3.1.7 LMO prices down 13
3.2 International Market Movements 14
3.2.1 Spodumene import prices down by 50% in China 14
3.2.2 Lithium hydroxide import prices down in China 15
3.2.3 CIF Europe prices for lithium carbonate down 16
3.2.4 CIF U.S. price for lithium carbonate down 17
3.2.5 FOB South America prices for lithium carbonate down 17
3.2.6 Export prices for Chinese lithium hydroxide down 18
3.2.7 CIF South Korea prices for Chinese lithium hydroxide down 19
4. Producers Statistics 20
4.1 China's lithium carbonate output up by 37.1% YOY in 2019 20
4.2 China's lithium hydroxide output up by 125.6% YOY in 2019 21
4.3 China's LCO output down by 4.6% YOY in 2019 22
4.4 China's LNCMO output up by 29.3% YOY in 2018 23
5. Customs Statistics 24
5.1 China's lithium carbonate imports up by 20% YOY in 2019 24
5.2 China's lithium hydroxide exports up by 78.5% YOY in 2019 24
5.3 China's lithium carbonate exports up by 13% YOY in 2019 24
6. Company News 25
6.1 Chinese Company News 25
6.1.1 Jiangxi Ganfeng Lithium plans to raise NCM precursor capacity 25
6.1.2 Zangge Lithium puts lithium carbonate project into operation 25
6.1.3 Weihua Limited to purchase 100% stake in Chengtun Lithium 25
6.1.4 Guangxi Tianyuan postpones lithium salt production 25
6.1.5 Dynanonic's nano LFP production increases by 52.61% YOY in 2018 25
6.1.6 JHD to spend RMB194 million on expanding lithium battery material production lines 25
6.1.7 China Tower: Suining branch to acquire processing service for retired LFP battery packs 25
6.1.8 CATL secures BMW Li-battery purchase order 25
6.1.9 CATL and Tianyi Lithium signs cooperation agreement on purchasing lithium carbonate and lithium hydroxide 25
6.1.10 Guoxuan High-tech expects its LFP battery single-unit energy density to reach 200Wh/kg in 2020 or 2021 26
6.2 International Company News 26
6.2.1 POSCO to Increase Lithium Production 26
6.2.2 Australian Mineral Resources granted with Chinese government approval for mine acquisition 26
6.2.3 BMW plans to double U.S. lithium ion battery production 26
6.2.4 Pilbara Minerals inks additional lithium supply deal with China's Great Wall 26
6.2.5 Tianqi Lithium's subsidiary inks long-term lithium hydroxide supply agreement with LG Chem 26
7. Supply and Demand Outlook 27
