Lithium battery raw material price doubled!
Lithium battery raw material price rise, getting more and more attention.
On april 30th, even cctv finance and economics focused on the rise in lithium prices and lithium-ion battery raw materials. CCTV Finance and Economics pointed out that the new energy vehicle market has continued to be hot this year, which has brought a large number of orders to upstream power battery plants and lithium products factories, and the lithium battery raw materials for new energy vehicles have also risen.
At present, the price of battery grade lithium carbonate has more than doubled from last year's low of 38000 yuan per ton to 90,000 yuan per ton, and lithium hydroxide has risen from 60,000 yuan per ton to 80,000 yuan per ton.
Some experts said that lithium products companies are increasing capacity investment, expected to improve supply and demand in the second half of the year, lithium product prices will fall to a reasonable range of 50,000 yuan to 80,000 yuan per ton.
More than battery-grade lithium carbonate and lithium hydroxide prices have risen, and more lithium battery materials have risen.
For lithium hexafluorophosphate, on April 19, Polyfluoro (002407. SZ) announced that the company's lithium hexafluorophosphate sales price on the basis of the original price to all kinds of domestic customers up 30000 yuan / ton, international customers up 4500 dollars / ton.
This is the price increase again after the March 3 price increase. Specific quotation, April 16 quote shows that domestic lithium hexafluorophosphate quote is about 180000 yuan / ton-2200 yuan / ton. Correspondingly, in September 2020, the price of lithium hexafluorophosphate was about 70,000 yuan per ton.
In addition, the market believes that the production capacity of lithium hexafluorophosphate manufacturers is concentrated and the supply of new capacity is limited in the short term. Under the background of tight production capacity, the price of lithium hexafluorophosphate products is expected to soar to 300000 yuan / ton.
Lithium hexafluorophosphate rose from 70,000 yuan / ton to 210000 yuan / ton, up 200 yuan; if it will also rise to 300000 yuan / ton, the increase will reach 329 yuan!
In terms of lithium iron phosphate materials, data from the business agency show that on April 30, the mainstream offer was between 52000 yuan / ton and 48000 yuan / ton. As early as January this year, the market generally quoted 38000 yuan / ton.
In other words, the price of lithium iron phosphate materials rose 36.84 in four months. At the same time, the lithium iron phosphate material market also appears the stock urgent, stops receiving orders and so on phenomenon.
The current market is that electrolyte-related raw materials are the most ferocious, followed by cathode materials related products. In the negative market, negative materials have also risen more than 10 percent this year, because the price of petroleum coke and needle coke related to negative materials can not be underestimated.
This round lithium battery raw material price rises has the demand end support.
In the lithium battery market, data showed that in the first quarter, the output of lithium ion batteries was 4.79 billion, an increase of 83.4 percent over the same period last year, while the output of primary batteries and primary batteries (non-button) was 10.05 billion, an increase of 33.0 percent over the same period last year.
In terms of new energy vehicles, data showed that in January and March this year, production and sales of new energy vehicles both exceeded 500000, reaching 533000 and 515000 respectively, up 3.2 times and 2.8 times from the same period last year.
Power battery in January-March China's power battery loading cumulative 23.2 GWh, year-on-year cumulative increase of 308.7. The total loading capacity of ternary battery was 13.8 GWh, accounting for 59.5% of the total loading capacity, up 219.6% from the same period last year, and that of lithium iron phosphate battery was 9.4 GWh, accounting for 40.4% of the total loading capacity, up 603.3% from the same period last year.
