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锂是自然界中最轻的金属，在电池工业、陶瓷业、玻璃业、铝工业、润滑剂、制冷剂、核工业及光电行业等新兴应用领域应用广泛，具有极高的战略价值。而碳酸锂是生产二次锂盐和金属锂的基础材料，是最重要的锂产品，其它工业锂产品基本都是碳酸锂的下游产品。
中国是世界上锂资源储量最大的国家之一。根据已探明的情况，中国锂资源储量（折合成纯锂）为335万吨，其中，中国盐湖卤水锂资源储量居世界第3位，锂矿石资源居世界第4位，而锂资源的远景储量更为可观。
从全球范围来看，2007年碳酸锂产品最重要的4大用途为电池工业、玻璃工业、陶瓷业和润滑剂业，所占的比例分别为25%、12%、10%和8%。其中以锂电池的快速增长最为突出。在下游对碳酸锂的需求中，传统行业如玻璃、陶瓷、润滑油、制药行业对碳酸锂的需求占总需求的比例趋于下降（但绝对值仍保持增长）。另外，一些新兴需求所占的比例也增长迅速。
图：2007年碳酸锂下游需求结构
整理：水清木华研究中心
截至2007年底，全球碳酸锂需求量约为9.3万吨，比2006年增长7.4%。近10年的年复合增长率达7%以上，增长强劲。智利、中国和阿根廷是碳酸锂产能最大的3个国家，2007年，该3国满足了全球94%的碳酸锂需求。其中，中国是碳酸锂产能增长最快的国家，其在全球碳酸锂市场中的份额从2006年的21%提高到2007年的26%。
中国对碳酸锂的需求增长迅速。从2008年起，碳酸锂产能将进入释放周期，预计2010年中国的碳酸锂产量将达到4.5万吨，设计产能超6万吨，中国将成为碳酸锂出口国。
本研究报告分为7个部分，主要对碳酸锂行业基本情况、全球及中国碳酸锂市场供需格局、中国碳酸锂进出口状况、碳酸锂产品价格走势、碳酸锂行业竞争格局、主要碳酸锂厂商以及碳酸锂行业中存在的机会与风险进行了分析和预测。
Lithium is the lightest metal in nature. Lithium with extremely high strategic value is widely applied in such traditional industries as battery, ceramics, glass, aluminum, lubricant and refrigerating agent, as well as in emerging application domain like nuclear and photoelectric industry. Lithium carbonate as the basic material for the production of lithium metal and other lithium salts is the most important lithium product. Other industrial lithium products basically are its downstream products.
China is one of the countries with the largest lithium reserves in the world. China’s proven lithium reserves (converted into pure lithium) have reached 3.35 million tons, meaning China ranks the third in terms of salt lake brine lithium reserves and ranks the fourth in terms of lithium ore resources. China’s prospective reserves of lithium resources will be more substantial.
From a global perspective, the most important application of lithium carbonate products in 2007 covered the four major industries of battery, glass, ceramics and lubricant, taking up the proportions of 25%, 12%, 10% and 8% respectively, of which the application in lithium battery sector had the fastest growth. In terms of the demand of downstream industries for lithium carbonate, the demand proportions of such traditional industries as glass, ceramics, lubricant and pharmacy to the total tended downward, although their absolute value still grew. In addition, the demand ratios of emerging industries increased rapidly.
Structure of Downstream Demand for Lithium Carbonate, 2007
Source: ResearchInChina
In 2007, the global lithium carbonate demand was 93,000 tons, up 7.4% year on year. The CAGR in the recent ten years is over 7%, showing a robust growth. Chile, China and Argentina are the top three countries in terms of production capacity of lithium carbonate. In 2007, the three countries met 94% of the world’s total demand of lithium carbonate. Of the three countries, China saw the fastest growth in its lithium carbonate production capacity and its share in the global lithium carbonate market increased to 26% in 2007 from 21% in 2006.
China’s demand for lithium carbonate has grown rapidly. Starting from 2008, China’s production capacity of lithium carbonate has entered a releasing period. It is expected that China’s lithium carbonate output will amount to 45,000 tons and its designed production capacity will surpass 60,000 tons by 2010, when China will become a net exporter of lithium carbonate.
This report, composed of seven parts, makes analysis and forecast of the following aspects: overview of lithium carbonate industry, supply and demand of global & China lithium carbonate market, China lithium carbonate import and export, price trend of lithium carbonate products, competition pattern of lithium carbonate industry, major lithium carbonate manufacturers, and opportunities and risks in lithium carbonate industry. |