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碳酸锂成本降至6万元/吨以下 行业仍未脱离周期底部?

Has the cost of lithium carbonate dropped below 60,000 yuan/ton, and the industry still hasn't left the bottom of the cycle?

Breakings ·  May 5 14:00
On the last two trading days of April, lithium carbonate futures ushered in a “roller coaster” market. Fluctuations in lithium carbonate futures prices have also led agencies to conduct intensive research on relevant listed companies. On April 30, Yongxing Materials (002756) revealed in a conference call with institutional investors that at present, the company's total cost of lithium carbonate without tax has been reduced to less than 60,000 yuan/ton. According to reports, the company's lithium carbonate production capacity is currently 30,000 tons/year. “In 2024, the company will make full use of production capacity to increase production and sales, but in reality, it will also be affected by factors such as project construction progress and raw material supply.”

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