Analysis on the market price of ternary lithium battery materials

Cathode material is the most critical raw material for ternary lithium batteries, accounting for more than 30% of the cost of lithium batteries, the largest proportion. The quality of the positive electrode material directly determines the various performance indicators of the lithium battery, such as energy density performance, specific power, temperature range and safety performance, and so on. The market price of ternary materials has a wide range of fluctuations, and the prices of conventional digital products have fallen sharply, but it is still difficult to attract buyers. The prices of power products have also been gradually reduced as demand weakens. The price of SMM ternary materials was 142-148 thousand yuan/ton, and the average price dropped by 0.5 million yuan/ton from last week. The price of SMM ternary materials was 1.6-165,000 yuan/ton, and the average price dropped by 3 million yuan/ton from last week. Ternary lithium battery materials combine the advantages of cathode materials such as cobalt, nickel and manganese, and have the characteristics of high energy density, long cycle life, good safety, and relatively low cost. Data show that in 2018, my country's lithium battery ternary cathode material market reached 26.3 billion yuan, a year-on-year increase of 52.9%; shipments of 136,800 tons, a year-on-year increase of 57%. The main reasons why the shipments and market size of ternary materials continue to rise sharply in 2018 are as follows: (1) my country's new energy passenger vehicle production was 1.0075 million in 2018, a year-on-year increase of 82.65%. Passenger cars drove 33.09GWh of new power lithium-ion battery installed capacity, of which ternary batteries accounted for 83% of passenger cars, an increase of 7 percentage points from 2017, which directly drove the demand for ternary cathode materials (2) Due to the high cost of cobalt resources, unstable supply, and the high cobalt price in the first half of 2017-2018, the cost of lithium cobalt oxide batteries has risen by more than 30%. Some digital battery companies are reducing costs in the middle and low In the digital category, increase the use of ternary materials to replace lithium cobalt oxide, or use ternary cobalt doping to reduce the amount of cobalt; (3) Electric two-wheelers are affected by the new national standard and the price increase of lead-acid batteries. The proportion of lithium batteries used. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous post: Why can't the battery/battery pack discharge?