2007-2010 Forecast & Analysis on the Prospect of China Lithium Carbonate Industry
http://www.chinaccm.com 2007-9-24 15:27

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September 2007

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China Lithium Carbonate

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  • Executive Summary
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Report Summary

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.

Table:  Import & Export Price List of Lithium Carbonate during January-May, 2007

 

January

February

March

April

May

Average

Import Price

4967.48

4939.51

5037.39

6339.27

5801.41

5417.012

Export Price

6761.05

6757.14

6858.04

7176.37

6961.3

6902.78

Table:  Price Trend of Lithium Carbonate during January-May, 2007

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.


Report Outline

Chapter 1    General Introduction of Lithium Carbonate Industry


1.1    Definition of Lithium Carbonate Products
1.2    Analysis on Characteristics of Lithium Carbonate Industry
    1.2.1  The relativity with chemical industry
    1.2.2  Fluctuation condition of Lithium Carbonate industry in China
1.3    Analysis on Industrial Chain of Lithium Carbonate
    1.3.1  Supply of China's Lithium Ore
    1.3.2  Brine distribution and supply of salt lake of China
    1.3.3  Raw materials procurement status of China's Major property developers of lithium carbonate

Chapter 2    Study on Technical Development Trend of Lithium Carbonate Industry


2.1    Description of Quality Standard Grade of Lithium Carbonate Industry
    2.1.1  Industrial Grade
    2.1.2  The fluorescent-class field
    2.1.3   Battery Grade Field
    2.1.4   Medicine-grade Field
    2.1.5  High-purity-grade Field
2.2    Main Crafts and Cost Comparison of Lithium Carbonate Industry at Home and abroad
    2.2.1  Extracting lithium from ore
    2.2.2  Extracting lithium from salt lake brine
2.3    Comparison of Production Cost of Lithium Carbonate
    2.3.1  Production channel and comments
    2.3.2  Major Representative Manufacturers and Costing
    2.3.3  Analysis of other primary factors which affect the cost of lithium carbonate

Chapter 3    Analysis on Supply & Demand and Market Forecast of Lithium Carbonate Industry, 2007-2010

3.1    Market Component and Development Trend of Lithium Carbonate Industry
    3.1.1  Scale of Global Lithium Carbonate Market
    3.1.2  Lithium Carbonate Industry Market Growth Prospects, 2007-2010
    3.1.3  Lithium Carbonate global industry demand prediction analysis, 2007-2010
3.2    Lithium Carbonate Industry Centralization & Analysis on Effect of Productivity Release
    3.2.1  Key Manufacturers’ Lithium Carbonate Productivity World Wide & Productivity of Newly Built Project.
    3.2.2  Key Lithium Carbonate Manufacturers Productivity in China & Productivity of Newly Built Project.
    3.2.3  Prediction Analysis of Lithium Carbonate Global Demand, 2007-2010
    3.2.4  Prediction of Lithium Carbonate Global Production by Key Manufacturers, 2007-2010
    3.2.5  Prediction Analysis of Global Supply and Demand Pattern of Lithium Carbonate between 2007 and 2010

Chapter 4    2007-2010 Lithium Carbonate Price Trend

4. 1    Fluctuation of Lithium Carbonate Price, 1999-2007
4.2    Predictive analysis of the price for lithium carbonate products, 2007-2010
4.3    Analysis on Price in Main Lithium Carbonate Enterprise, 2007

Chapter 5    Analysis on Import & Export and Trade Trend of Lithium Carbonate Industry, 2007

5.1    Analysis on Import & Export of Lithium Carbonate Industry, 2007
5.2    Export of Lithium Carbonate Industry, 2007
5.3    Structure of Import & Export Trade of Lithium Carbonate Industry, 2007

Chapter 6    Analysis on Operation Status of Main Lithium Carbonate Companies at Home & Abroad


First Part Main Foreign Lithium Carbonate Companies
6.1    SQM Corporation
    6.1.1  Income Structure, 2007
    6.1.2  Review on Profitability, 2007
    6.1.3  Forecast and Prospect, 2007-2010
6.2    FMC Corporation
    6.2.1  General Situation
    6.2.2  Analysis on present capacity, newly-added capacity and output
    6.2.3  Income Structure of FMC Corporation
    6.2.4  Review on profitability, 2007
    6.2.5  Forecast and Prospect, 2007-2010
6.3    Chemetall Company
    6.3.1  General Situation
    6.3.2  Analysis on present capacity, newly-added capacity and output
    6.3.3  Income Structure, 2007
    6.3.4  Review on profitability, 2007

Second Part Domestic Lithium Carbonate Companies
6.1    CITIC GUOAN
    6.1.1  General Situation
    6.1.2  Analysis on present capacity, newly-added capacity and output
    6.1.3  Income Structure, 2007
    6.1.4  Review on profitability, 2007
    6.1.5  Forecast and Prospect, 2007-2010
6.2    Tibet Mineral Development Co., Ltd.
    6.2.1  General Situation
    6.2.2  Analysis on present capacity, newly-added capacity and output
    6.2.3  Income Structure, 2007
    6.2.4  Review on profitability, 2007
    6.2.5  Forecast and Prospect, 2007-2010
6.3    Qinghai Lithium Industrial Corporation
    6.3.1  General Situation
    6.3.2  Analysis on present capacity, newly-added capacity and output
    6.3.3  Forecast and Prospect, 2007-2010
6.4    Qinghai Salt Lake Industry Group Co., Ltd.
    6.4.1  General Situation
    6.4.2  Analysis on present capacity, newly-added capacity and output
6.5    Others

Chapter 7    Planning & Under-Construction Projects of Domestic Lithium Carbonate

7.1    Planning Domestic Lithium Carbonate Project
7.2    Domestic Lithium Carbonate Project under Construction

Chapter 8    Investigation on Lithium Carbonate Dealers

Chapter 9    Analysis on Foreign Lithium Carbonate Market


9.1    Basic Condition
9.2    Asian market
9.3    European Market
9.4    NAFTA

Chapter 10    Five Competitive Theories of China Lithium Carbonate Enterprises


10.1    Strengthen of New-comer
10.2    Buyer analyses
10.3    Analyses of suppliers
10.4    Threat from new products (substitutes)
10.5    Analyses of current opponents in the industry

Chapter 11    Review on the Risk of China Lithium Carbonate Industry, 2007-2010


11.1    Marco-economic Fluctuation
11.2    Evaluation of the Policy Risks
11.3    Risks Evaluation of Above-below Industry Change
11.4    Risks Evaluation of Market Supply & Demand Conflict
11.5    Risks Evaluation of Industrial Competition
11.6    Integrated Evaluations of Industrial Risks

Chapter 12    Prospect & Forecast of China Lithium Carbonate, 2007-2010


12.1    Development of China Lithium Carbonate Industry
12.2    Forecast of the Development Foreground of China Lithium Carbonate Industry
12.3    Problems Existing in the Development of China Lithium Carbonate Industry

Chapter 13    Suggestion on Recycling Economy of China Lithium Carbonate Industry

13.1    Reinforcing prospecting and protection of resource
13.2    Accelerated stepping into dimension
13.3    Quicken the development of new-born enterprises
13.4    Reinforce the research of lithium salt fining

Tables


Table 1  Lithium Ore in Australia, Canada and China
Table 2  Domestic Output of Lithium Ore
Table 3  Main Brine of salt lake in china
Table 4  Industrial Grade of Normal Lithium Carbonate
Table 5  Components of different brands
Table 6  Comparison with the same standard abroad
Table 7  Quality Standard of Normal Battery Grade of Lithium Carbonate (99.5%)
Table 8  Quality Standard of Lithium Carbonate (GB10576-89)
Table 9  Quality Standard of High Purify in China
Table 10  Lithium Consumption for Different Uses
Table 11  Global Demand Statistics of Lithium Carbonate, 2004-2007
Table 12  Production Capacity Distribution before Several Super Projects in China
Table 13  Lithium Consumption for Different Uses
Table 14  Import of China's Lithium Carbonate, 2004 (Unit: kg)
Table 15  Export of China's Lithium Carbonate, January-June, 2005 (Unit: Kg)
Table 16  Import of Lithium Carbonate in China, January-May, 2007
Table 17  Import Trend of China's Lithium Carbonate, January-May,2007
Table 18  Export of Lithium Carbonate in China, 2004 (Unit: kg)
Table 19  Export of Lithium Carbonate in China, January-June, 2005 (Unit: kg)
Table 20  Export of Lithium Carbonate in China, January-May, 2007
Table 21  Export Trend of Lithium Carbonate in China, January-May, 2007
Table 22  Lithium Carbonate Import & Export Price List, January-May 2007
Table 23  Price Trend of Lithium Carbonate before May, 2007
Table 24  Output Proportion of Lithium Carbonate of Chemetall in the World
Table 25  Resources of Guoan West Taijinar Salt Lake in Qinghai (Unit: Ten thousand tons)
Table 26  Profit in 2006 Unit: Ten thousand Yuan
Table 27  Annual revenue of main businesses in different industries, 2006 (Unit: ten thousand)
Table 28  Analysis on the Income Proportion of different Businesses, 2006
Table 29  Annual revenue and benefit of main businesses in different districts (Unit: Yuan)
Table 30  Distribution Proportion of Main Businesses Income among Different Districts
Table 31  Income Structure
Table 32  Income and Cost in the First Quarter from the end of 2002 to 2007
Table 33  Prediction on the Production Capacity and Sales Profit of Lithium Carbonate of Tibetan Mining, 2007-2010
Table 34  Prediction on the company's production capacity and sales income of Lithium Carbonate in the future four years
Table 35  construction scale of the second stage project (Unit: Ten thousand ton/year)
Table 36  Production Capacity Proportion of Products of the Second Stage Project
Table 37  Distribution of Main Uses of Lithium Carbonate in the World, 2005
Table 38  Global Production Capacity and Average Price Trend of Lithium Carbonate, 2000-2005
Table 39  Proportion of Lithium Reserves in China to the Global Reserves
Table 40  New Production Capacity of Lithium Carbonate  in China
Table 41  Lithium Reserves and Reserves Basis of NAFTA Countries
Table 42  Market Capacity of Lithium Cobalt Oxide
Table 43  Development of Global Market Capacity of Lithium Cobalt Oxide
Table 44  Trend of Domestic Market Capacity of Lithium Cobalt Oxide (Unit: ton)
Table 45  Economic Development in China, 2003-2007
Table 46  Global Supply Distribution of Lithium Carbonate


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