On January 13, the main contract of lithium carbonate futures in Guangzhou Futures Exchange broke through the 170000 yuan/ton mark, up more than 9%, and finally closed at 166980 yuan/ton, a new high since October 2023.
Since the beginning of December, the price of lithium carbonate has stepped up all the way, breaking through the barriers of 100000 yuan, 110000 yuan, 120000 yuan, 130000 yuan and 140000 yuan in more than a month. The direct catalyst driving this round of emotional acceleration may be the clear gradient path given by the export tax rebate policy.
The Ministry of Finance and the State Administration of Taxation announced that the export tax rebate for value-added tax of lithium-ion materials, including lithium hexafluorophosphate, ternary materials and ternary precursor materials, will be cancelled from April 1, 2026; The export rebate rate of battery products will be reduced from 9% to 6% from April 1 to December 31, 2026, and the export rebate for value-added tax of battery products will be abolished from January 1, 2027. Before
the tax rebate is lowered and finally cancelled, orders and production schedules may be locked in advance, thus raising the expected increase in the purchase and stock of upstream lithium salts.
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