-Analysis of recent changes in the power lithium battery market

Analysis of recent changes in the power lithium battery market
author:enerbyte source:本站 click437 Release date: 2022-11-09 09:07:55
abstract:
lithium batteryThe battery cell market has recovered. In terms of digital batteries, the enterprise said that the shipment volume increased a lot compared with August. However, due to the impact of the trade war, the recent new demand in the digital field mainly comes from the demand for battery cel...

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The battery cell market has recovered. In terms of digital batteries, the enterprise said that the shipment volume increased a lot compared with August. However, due to the impact of the trade war, the recent new demand in the digital field mainly comes from the demand for battery cells brought by some new products, while some old product lines involved in the export field, such as mobile power supply, Bluetooth audio, etc., have delayed stocking, and generally wait for the implementation of the 200 billion tariff policy; In terms of price, the manufacturer's quotation is relatively firm, and the mainstream 2500mAh cylindrical products are still at 6.3-6.6 yuan/piece.

In terms of power batteries, the leading manufacturers are gradually expanding their production capacity. For example, CATL's Xining and Ningde plants have increased their output to varying degrees, and their purchases of materials have increased significantly. BYD's Qinghai plant has also begun to gradually release its output, and it is expected to release 2-3Gwh ternary batteries by the end of the year.

cathode material

The market price of yuan materials continued to be stable on this Wednesday. As of this Friday, the mainstream price of NCM523 power type ternary materials was about 180000 yuan/ton, that of NCM523 capacity type ternary materials was 168000 yuan/ton, and that of 811 type was 230000 yuan/ton. Recently, overseas cobalt has rebounded slightly, and the domestic cobalt price and lithium carbonate market show some signs of stabilizing. The market's ternary material manufacturers feedback that digital orders began to increase in September, and a wave of peak season has come. The power market orders are still concentrated in the hands of several large companies. The output of Xiamen Tungsten, Dangsheng Technology, Guizhou Zhenhua and other manufacturers continues to increase, while the small and medium-sized manufacturers are mainly digital orders.

In terms of cobalt price, this week's electrolytic cobalt price continued to hover between 466000 yuan and 469000 yuan/ton, and the cobalt trioxide price was reported between 345000 yuan and 355000 yuan/ton, no change compared with last week. Earlier, Congo announced that the cobalt production in the first half of the year increased by 37.6% year on year. The huge increase in the supply side makes the future cobalt price more dependent on the performance of the demand side.

Thanks to the recent stable trend of cobalt price, the precursor price of RMB Yuan did not change this Wednesday, and the mainstream 523 price remained stable between RMB 115-11800/ton. Due to the arrival of the peak consumption season, the market is optimistic about the future market and has a strong willingness to support the price. Therefore, as long as the cobalt price does not fall too much, the near-term probability of the price of ternary precursor will continue to be stable and even be expected to rise. In terms of sulfate, it was also stable this week. Nickel sulfate remained unchanged at 265-28500 yuan/ton, while manganese sulfate was reported at 6600-6900 yuan/ton. In the cobalt sulfate market, there was little disagreement among enterprises this week. Mainstream enterprises still reported between RMB 92000 yuan/ton and RMB 95000 yuan/ton, and most of them expected to rise steadily; In addition, some small and medium-sized manufacturers lowered their prices slightly in order to clinch a deal, with a drop of about RMB 1000 to RMB 2200.

Lithium iron phosphate production has improved. The downstream demand of lithium iron is relatively good in recent years, and the power and energy storage fields are showing a growth trend. With the launch of new capacity in C and B, the leading lithium iron manufacturers are showing signs of increasing production. It is expected that the overall output will increase significantly in September. In terms of price, the supply price of large factories is relatively stable. The mainstream quotation is 63-6800 yuan/ton, while some small factories follow the market, and the quotation of inventory products is even lower than 60000 yuan/ton.

The market price of lithium carbonate continued to decline, the mainstream price of electric carbon has reached about 85000/t, and the industrial carbon has reported 700-75000/t. With the decline of lithium carbonate price, the price of imported concentrate also entered the decline channel. However, from the perspective of the decline ratio, the decline of concentrate is lower than that of lithium carbonate, which means that the profit space of lithium carbonate is continuously compressed. The enterprise expects that, with the cost pressure highlighted, manufacturers will reduce production in succession, and the ore price will usher in a round of compensatory decline.

Negative electrode material

Recently, the market performance of negative electrode materials is fair, and the product price is relatively stable. At present, the mainstream of low-end products of negative electrode materials in China is RMB 28-30500/ton, the mainstream of middle end products is RMB 46-61000/ton, and the mainstream of high-end products is RMB 70000/ton.

At present, the manufacturers of key negative electrode materials are showing a slow growth momentum, but other manufacturers said that their orders will also increase due to the growth plans of BYD and CATL after September. However, most small and medium-sized manufacturers of negative electrode materials said that life was not easy, mainly because September was supposed to be the peak digital season according to the previous practice, but this year's situation was not optimistic. Digital manufacturers were slow to see the increase. Power battery plants were also only a few manufacturers "eating meat", and most manufacturers did not even drink "soup".

Zhongke Electric released its report for the first half of 2018. According to the data, the company's lithium battery cathode business realized an operating revenue of 161 million yuan, up 23.75% year on year; The net profit was 17.17 million yuan.

the diaphragm

The diaphragm market is poor, mainly because the price decline is too serious. At present, the oversupply in the market is quite obvious. Under this background, some new manufacturers are still trying to put in production capacity, leading to obvious price depression. An enterprise said that it had invested heavily in equipment in the early stage, and would have suffered serious losses if it did not produce. It could only compete by expanding its production scale and reducing unit costs. The current mainstream wet base film is 1.8-2.1 yuan/level, and the dry double pull is 1-1.3 yuan/level.

electrolyte

Recently, the price of electrolyte market has been rising strongly. In the case of continuous high solvent price and insufficient supply, not only the production cost of electrolyte has increased by 2000-3000 yuan/ton, but also many manufacturers are unable to accept orders due to insufficient solvent supply. Therefore, since September, some electrolyte manufacturers have raised their product prices by 5% - 10%. However, some manufacturers said that the price increase was still under discussion with downstream users. At present, the mainstream price of electrolyte is RMB 35-43000/t, the price of high-end products is about RMB 70000/t, and the price of low-end products is RMB 2-25000/t.

Solvent supply is still insufficient. This week, Shi Dashenghua and Shandong Haike still supply a large number of goods to the market. Now DMC reports 11000-12000 yuan/ton, DEC reports 14000-14800 yuan/ton. The price of lithium hexafluorophosphate remained stable at a low level. At present, it is reported as 100000 to 120000 yuan/ton in the mainstream, and as high as 150000 yuan/ton in some cases.

summary

The lithium battery industry chain as a whole is still not strong, but the weak situation has converged. Since this year, the energy storage application market has shown outstanding performance. At present, traditional lead battery enterprises, such as Nandu and Shengyang, still have a lot to learn if they want to step into the market. The market capacity is not small, you can pay more attention to it.

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