In this round of lithium price "roller coaster" market, the industrial chain of new energy vehicles all follows "lithium". In the upstream of the industrial chain, high-priced mines were collected and low-priced mines were cleared. Downstream cathode manufacturers stopped watching from the price collapse, resulting in insufficient operating rate, and then the price rose sharply, repeating the mistakes of grabbing and hoarding materials. The disorderly expansion led by short-term profit-seeking logic will affect the sustained and high-quality development of the entire industrial chain. How not to be caught by the price of lithium in the industrial chain of new energy vehicles can achieve a win-win situation from the following three aspects.
First, open up the upstream and downstream of the industrial chain and break through the resource bottleneck. From the long-term perspective of new energy vehicles, lithium mine, as a non-renewable scarce resource, is always in short supply. Leading enterprises with scale advantages in the industry should grasp the industrial context in time, extend upstream with the help of capital platform, and occupy the card position advantage of lithium mine resources.
Second, establish a scientific and reasonable inventory management mechanism. In addition to the impact of the market's active destocking, the chasing up and down of funds also played a catalytic role in this round of lithium carbonate plunging and skyrocketing. The development of the industry is still in the primary stage, even the leading enterprises are "fledgling" and there is no industry cycle experience for reference. Therefore, it is necessary to find out the production cycle of lithium mine, formulate a scientific and reasonable inventory management mechanism and adjust the market strategy in time.
The strategy of Yongxing Materials to deal with the falling price of lithium carbonate is worth learning. When the price of lithium carbonate fell in the first quarter of this year, Yongxing Materials timely adjusted its sales strategy and actively digested its inventory to cope with market changes. In the first quarter, the company's sales volume of lithium carbonate was 6,065,438+00 tons, up by 65,438+020.96% year-on-year, maintaining a steady growth in performance.
Third, in addition to cultivating internal strength from their own perspective, relevant departments need to launch lithium-related futures varieties as soon as possible to provide an effective entry point for the new energy automobile industry chain to hedge risks.
Some enterprises that want to cross-border layout should not blindly follow suit. Without a solid industrial foundation and a mature and stable technical team, you are not qualified to share a piece of this feast for a long time. Even if some enterprises used to enter the market by "brute force", it is difficult to continue to enter the stage of accumulation, technology and adaptability, and eventually they will inevitably end up losing both money and credibility.