In the first quarter of 2022, my country's new energy industry has developed rapidly, the production of the nickel-cobalt-lithium industry has grown steadily, and product prices have risen sharply.

1. The output of lithium increased year-on-year, while the output of nickel and cobalt decreased slightly. According to data from Beijing Antaike Information Co., Ltd., the output of lithium carbonate and lithium hydroxide in my country was 60,000 tons and 47,000 tons respectively in the first quarter, up 23.2% and 29.5% year-on-year; refined cobalt (including electrolytic cobalt, cobalt powder, cobalt salt) etc., in terms of metal content), primary nickel (nickel products produced from primary materials, including electrolytic nickel, nickel-containing pig iron, nickel salt, etc., in terms of metal content), the output was 30,000 tons and 172,000 tons respectively, down 2.2% and 1.8% year-on-year. %.

2, the price rose sharply. According to statistics from Beijing Antaike Information Co., Ltd., the average spot prices of electrolytic nickel and metal cobalt in the first quarter were 190,000 yuan/ton and 525,000 yuan/ton, respectively, up 43.2% and 54.4% year-on-year; Affected by multiple factors such as sharp rise in costs, insufficient upstream and downstream collaboration, and the spread of market panic, the price of lithium products rose sharply. The average spot prices of lithium carbonate and lithium hydroxide in the first quarter were 421,000 yuan/ton and 371,000 yuan/ton, respectively, a year-on-year increase. Up 456% and 492%.

3. Imports of nickel-cobalt-lithium smelting products and cobalt concentrates increased year-on-year, while imports of nickel concentrates decreased year-on-year. According to the data of the General Administration of Customs, in the first quarter, cobalt concentrate and cobalt hydrometallurgical intermediate products were imported 7,440 tons and 84,000 tons respectively, an increase of 277.8% and 23.4% year-on-year, electrolytic nickel was imported 55,800 tons, an increase of 74.9% year-on-year, and lithium carbonate imports 27,500 tons, a year-on-year increase of 44%. The import of nickel concentrate was 4.5 million tons, down 5.3% year-on-year, and the import of electrolytic cobalt was 837 tons, down 49.1% year-on-year.