China Lithium
Carbonate Industry Research Report, 2007-2008
Published:Jan,26 2008
Introduction
Lithium Metal was used abroad in battery industry, ceramic
industry, glass industry, aluminum industry, lubricant,
refrigerant, nuclear industry, optoelectronic industry and other
new application area. From the lithium metal application area in
Year 2006, the use of battery industry, lubricant and ceramic
industry accounts for 21.4%, 16.54% and 12.65% respectively.
Because lithium carbonate is the basic material of producing
secondary lithia and lithium metal, so lithium carbonate is the
most important product in lithium industry and other industrial
lithium products are the downstream products of lithium
carbonate.
¡¡¡¡At present, the global market capacity of lithium carbonate is
about 90,000 tons. Seeing from the annals statistic of inorganic
salt in Asia, the demand for lithium carbonate all over the
world in Year 2006 reaches 83,800 tons and the supply reaches
8,500 tons, so it is thus clear that the supply and demand of
lithium carbonate in Year 2006 is quite in balance. According to
the prediction of our research center, the demand for lithium
carbonate all over the world in Year 2007 will exceed 90,000
tons, with the increasing rate of about 8%. In three to five
years, the global demand for lithium will increase at the rate
of 5% to 7%, which will exceed the growth level of the global
economy, showing that the global lithium industry is a strong
GDP industry. Considering the development of lithium battery in
power cell area and the upsurge of consuming the electronic
products, we think these basic conditions will provide the
beneficial support to the annual growth rate of 8% of the global
lithium carbonate demand.
¡¡¡¡Though having the high value resource of salt lake, till Year
2004 our country had obtained the key technical breakthrough of
extracting lithium carbonate from the Laolu solution with high
magnesium and low potassium, and be able to entry the global
lithium carbonate market. The present produce capacity of
lithium carbonate in our country is only 3,300 tons. From 2008
to 2010, there will be 4,500 tons of production capacity
releasing successively. As our country¡¯s lithium carbonate is
the main region of global produce capacity release, which will
have an important influence to the supply pattern of global
lithium carbonate. Seeing from the present global business, the
market focus on, the global main produce capacity is
concentrating in the three company of SQM, FMC and Chemetall,
which¡¯s produce capacity account for 73% of the global produce
capacity. Because the enterprise producing lithium carbonate in
scale should have the exploitation right of salt lake that
contains the abundant lithium resource, this industry has rather
high resource barrier; On the other hand, because most resources
of the global salt lake are high magnesium and low potassium,
and the technology of extracting and separating lithium
carbonate from the Laolu solution with high magnesium and low
potassium is quite difficult and this technology is held by the
few foreign company before, all these make the lithium carbonate
industry has the technology barrier. As a result, there forms
the global oligarch monopoly pattern in the lithium carbonate
industry. With the big lithium carbonate items in our country
putting onto production successively, the status of supply and
demand in balance in the lithium carbonate industry will be
deteriorated rapidly. There will be 13,200 tons of lithium
carbonate surplus in Year 2007 and this will be further
deteriorated in Year 2008. The supply exceeds the demand greatly
will lead to the price quickly fall down.
The research report of industry investment and market analysis
of Chinese lithium carbonate industry in Year 2007 mainly
analyzes the production, sale, market, price, product¡¯s
structure, degree of concentration, competition status of
lithium carbonate industry and the competition information of
the national enterprise¡¯s operation and survival. And at the
same time, it analyzes the main factors influencing the lithium
carbonate industry, the competition pattern and development
trend in domestic and foreign market. The report also collects
the up to date table and research data of hundreds of industries
in Year 2006 and 2007, which aims at providing the insight
opportunities and adjustment of operational policy for the
lithium carbonate enterprise and providing the exact information
and scientific decision-making basis for the industry investor
to choose the investment strategy.
¡¡
¡¡
Table of Contents
Chapter 1 Lithium carbonate industry analysis 5
1.1 Definition of lithium carbonate products 5
1.2 Attribute analysis on lithium carbonate industry 5
1.2.1 Correlation analysis on economic growth 6
1.2.2 Correlation analysis on chemical industry 6
1.2.3 Fluctuation of China lithium carbonate industry by
year 7
1.3 Analysis of lithium carbonate industry chain 8
1.3.1 Supply of china lithium ore 8
1.3.2 Distribution and supply of China salt lake bittern 11
1.3.3 Raw material purchase of China main lithium carbonate
producers 11
Chapter 2 Development trend of lithium carbonate technology
12
2.1 Description of current lithium carbonate quality
standard by class 12
2.1.1 Industry grade field 12
2.1.2 Fluorescence grade field 12
2.1.3 Battery grade field 12
2.1.4 Pharmaceutical grade field 12
2.1.5 High-purity grade field 12
2.2 Comparison analysis of foreign and domestic production
process and cost of lithium carbonate 15
2.2.1 Recovery of lithium from ore 15
2.2.2 Recovery of lithium from salt lake bittern 16
2.3 Comparison analysis of current production cost of
lithium carbonate 18
2.3.1 Production technology and review 18
2.3.2 Main representative producers and cost calculation 18
2.3.3 Analysis on key factors affecting cost of lithium
carbonate (except technology) 19
Chapter 3 Supply and demand of lithium carbonate in 2006 and
analysis on market forecast 19
3.1 Analysis on current lithium carbonate market structure
and driving force of market development 19
3.1.1 Global lithium carbonate market scale 19
3.1.2 Driving force of lithium carbonate market development
in the future 20
3.1.3 Forecast analysis on global lithium carbonate demand,
2007-2008 20
3.2 Analysis on lithium carbonate industry concentration
ratio and effect of release of future production capacity 21
3.2.1 Production capacity and production capacity of new
projects of global main lithium carbonate enterprises 21
3.2.2 Production capacity and production capacity of new
projects of China main lithium carbonate enterprises 21
3.2.3 Forecast analysis on global lithium carbonate demand,
2007-2008 22
3.2.4 Output of global main lithium carbonate producers and
forecast on output in 2007 22
3.2.5 Forecast analysis on global lithium carbonate supply
and demand, 2007-2008 23
Chapter 4 Analysis of lithium carbonate product price trend
and forecast 24
4.1 Fluctuation of lithium carbonate product price,
1998-2006 24
4.2 Forecast analysis on lithium carbonate product price
trend, 2007-2010 26
4.3 Analysis on price of products of main lithium carbonate
producers in 2006 28
Chapter 5 Analysis on import and export of lithium carbonate
and trade trend 30
5.1 Import of lithium carbonate in 2006-2007 30
5.2 Export of lithium carbonate in 2006-2007 30
5.3 Analysis on lithium carbonate import and export trade in
2006 31
5.4 Analysis on lithium carbonate import and export price
trend, 2006-2007 31
Chapter 6 Evaluation analysis of management state of
domestic lithium carbonate superior enterprises 32
6.1 Citic Guoan Group 32
6.1.1 Profile 32
6.1.2 Analysis on current production capacity, increased
production capacity and output 33
6.1.3 Income structure, 2007 33
6.1.4 Enterprise profit evaluation, 2007 34
6.1.5 Development and prospect forecast, 2007-2008 34
6.2 Tibet Mineral Development Co., Ltd 34
6.2.1 Profile 34
6.2.2 Analysis on current production capacity, increased
production capacity and output 35
6.2.3 Income structure, 2006 35
6.2.4 Enterprise profit evaluation, 2006 36
6.2.5 Development and prospect forecast, 2007-2008 36
6.3 Qinghai Lithium Co., Ltd 36
6.3.1 Profile 36
6.3.2 Analysis on current production capacity, increased
production capacity and output 36
6.3.3. Enterprise profit evaluation 37
6.3.4 Development and prospect forecast, 2007-2008 37
6.4 Qinghai Salt Lake Industry Group Co., Ltd 37
6.4.1 Profile 37
6.4.2 Analysis on current production capacity, increased
production capacity and output 37
6.4.3 Income structure, 2006 38
6.4.4 Enterprise profit evaluation, 2006 39
6.4.5 Development and prospect forecast, 2007-2008 39
Chapter 7 Domestic lithium carbonate designed projects and
projects under construction 39
7.1 Citic Guoan Group 39
7.2 Tibet Mineral Development Co., Ltd 40
7.3 Qinghai Salt Lake Industry Group Co., Ltd 41
7.4 Qinghai Lithium Co., Ltd 41
Chapter 8 Lithium carbonate distributors 42
8.1 Shanghai Humisource Co., Ltd 42
8.2 Pan-Asia (Nantong) Lithium Co., Ltd 42
8.3 Shanghai Chineway Pharmaceutical Tech. Co., Ltd 42
Chapter 9 Analysis on foreign lithium carbonate market 43
9.1 Profile 43
9.2 Asia 43
9.3 Europe Union 43
9.4 North American Free Trade Area 43
Chapter 10 Theory analysis on 5 kinds of competitiveness of
China lithium carbonate market competing environment 44
10.1 Threatening from entrants 44
10.2 Analysis on purchasers 44
10.3 Analysis on suppliers 44
10.4 Threatening of new products (substitute) 45
10.5 Analysis on current competitors within the industry 45
Chapter 11 Risk evaluation of lithium carbonate industry,
2007 45
11.1 Risk evaluation of macroeconomic fluctuation 45
11.2 Risk evaluation of policy 45
11.3 Risk evaluation of variation in up and down stream
industry 46
11.4 Risk evaluation of contradiction between supply and
demand 46
11.5 Risk evaluation of industry competition 46
11.6 Synthetic evaluation of industry risk 46
Chapter 12 Analysis on suggestion of circular economy of
China's lithium carbonate industry 48
12.1 Enhancing exploration and protection of resource 48
12.2 Accelerating large scale development 48
12.3 Accelerating development of new enterprises 48
12.4 Enhancing research on refinement of lithium salt 48
Tables 50
Figures 51
Tables
Table 1 Quality standard of lithium carbonate products 5
Table 2 World reserve and reserve basis of lithium, 2006
(lithium/10,000 t) 8
Table 3 China's reserve of lithium resources (lithium/10,000
t) 9
Table 4 Lithium salt reserve of main salt lakes in Qaidam
Basin (lithium/10,000 t) 10
Table 5 Resource reserve of salt lake bittern in China
(lithium/10,000 t) 11
Table 6 Chemical components of battery grade field 12
Table 7 Regulation on choosing the number of sample bags 13
Table 8 Quality standard: China Pharmacopoeia-1995 14
Table 9 Comparison of main technology and cost of lithium
carbonate 18
Table 10 Forecast on global demand of lithium carbonate
(unit: 10,000 t) 20
Table 11 Production capacity and increased production
capacity of lithium carbonate 22
Table 12 Estimation of output of global main lithium
carbonate producers and output of other producers (unit: t)
22
Table 13 Price of main lithium carbonate enterprises, 2006
29
Table 14 China's import of lithium carbonate, 2003-2007 30
Table 15 China's import of lithium carbonate by month, 2006
30
Table 16 China's import of lithium carbonate by month, 2007
30
Table 17 China's export of lithium carbonate, 2003-2007 30
Table 18 China's export of lithium carbonate by month, 2006
30
Table 19 China's export of lithium carbonate by month, 2007
31
Table 20 China's import and export of lithium carbonate,
2003-2007 31
Table 21 China's import and export price of lithium
carbonate, 2003-2007 31
Table 22 China's import and export price of lithium
carbonate by month, 2006 32
Table 23 China's import and export price of lithium
carbonate by month, 2007 32
Table 24 Forecast on main products of Qinghai Citic Guoan
Technology Development Co., Ltd 33
Table 25 Balance sheet (unit: 1,000 RMB) 38
Table 26 Income statement (unit: 1,000 RMB) 38
Table 27 Cash flow statement (unit: 1,000 RMB) 39
Figures
Figure 1 Application distribution of lithium, 2005 5
Figure 2 Market trend of chemical industry index 6
Figure 3 Analysis of price trend of lithium carbonate 7
Figure 4 Forecast on global lithium carbonate supply and
demand 23
Figure 5 Historical trend of lithium carbonate price 24
Figure 6 Variation in income from lithium carbonate and
derived products of SQM 25
Figure 7 Variation in output of lithium carbonate and
derived products of SQM 25
Figure 8 Structure of main income of SQM, 2005 27
Figure 9 Structure of main income of FMC, 2005 27
Figure 10 Historical trend and forecast on future trend of
lithium carbonate price 28
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