贛鋒鋰業(01772.HK)李良彬:2至3年後鋰鹽價格或逆轉向下
贛鋒鋰業(01772.HK)董事長李良彬表示,鋰資源足夠滿足全球新能源車發展需要,隨著全球鋰項目產能釋放的高潮到來,鋰鹽價格有發生逆轉的可能。
李良彬在一個高峰論壇上稱,目前除主要鋰礦、鋰鹽企業外,傳統礦企、下游鋰電材料及終端汽車廠商為保障自身鋰資源供給,正在加速佈局鋰礦資源,建設自身鋰鹽冶煉工廠。待這些企業都加入後,鋰鹽產能會快速提升,迎來產能釋放的新高。鋰電池產能在2024至2025年左右達到高峰後,擴建速度會有所放緩,到時鋰鹽供需局面會出現翻轉,甚至出現價格逆轉。
另外,他表示,隨著鋰回收量越來越大,回收效率達到90%且可頻繁利用後,對鋰資源的補充需求亦會降低。
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