-Analysis of the Price Trends and Development Trends of Lithium Battery Electrolytes

Analysis of the Price Trends and Development Trends of Lithium Battery Electrolytes
author:enerbyte source:本站 click112 Release date: 2024-01-31 09:06:02
abstract:
Due to the fact that the core technology of lithium-ion battery electrolyte products lies in additives, current global electrolyte giants such as Mitsubishi Chemical, Ube, Samsung SDI, etc. have their own unique additive technology, which involves purchasing raw materials, processing and modif...

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Due to the fact that the core technology of lithium-ion battery electrolyte products lies in additives, current global electrolyte giants such as Mitsubishi Chemical, Ube, Samsung SDI, etc. have their own unique additive technology, which involves purchasing raw materials, processing and modifying them appropriately, and then selling them. Therefore, the future development trend of the electrolyte industry will gradually show that companies will master core technologies, reduce costs and improve production efficiency through outsourcing processing.

Improving voltage and stability is the future development direction. In the field of small lithium-ion batteries, emphasis is placed on high energy density. For electrolytes, increasing the operating voltage to meet higher energy density requirements is the future development direction.

3. lithium-ion batteries have a wide range of applications, and different technology routes and application fields of lithium-ion batteries may have different requirements for electrolytes. Therefore, electrolyte manufacturers need to collaborate with downstream customers to develop and form a relatively stable cooperative relationship. It can be said that every improvement in the performance of lithium-ion batteries is inseparable from the progress and matching of electrolytes.

Analysis of the price trend of lithium-ion battery electrolyte:

The electrolyte accounts for 5-15% of the cost of lithium-ion batteries, and the gross profit margin of the product is 25-30%. The important electrolyte lithium salt is lithium hexafluorophosphate, which accounts for 40% of the cost of the electrolyte. Based on the information learned within the industry, it is generally expected that the price of electrolyte is expected to continue to decline within the next two years, with a general expectation of 36000 yuan/ton. We estimate a gross profit of around 10000 tons, a net profit of 3000-5000 tons, and an investment of approximately 100 million yuan for a 5000 ton facility. The total investment return can reach 15% -25%.

Due to significant differences in the prices of lithium-ion electrolytes with different functions, the overall trend shows that the average price of electrolytes in 2013 was around 48000 to 50000 yuan, a decrease of about 25% compared to 2012. In the fourth quarter of 2013, the market average price had already dropped to around 40000 yuan/ton.

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