Briefly describe the current situation of the raw material market in the domestic lithium battery industry

① Fierce competition in the diaphragm market Although competition in the domestic diaphragm market is fierce, it still has the characteristics of surplus of low-end products and insufficient output of high-end products. Except for a small number of companies that can process high-end products, most other companies are repeating the construction of low-end products. However, due to the high barriers in processing technology, the long construction period of processing lines, and the uncertainty about the time to reach production and actual output, the high-end diaphragm market will still be in short supply. ②The electrolyte technology breaks through the price drop. The processing of lithium battery electrolyte has been dominated by Japan and South Korea, and the price has remained high for a long time. With the breakthrough of domestic lithium hexafluorophosphate technology, the electrolyte has gradually realized localization. Based on the good expectations of the lithium battery market space, some large-scale and strong domestic companies have begun to get involved in the field of lithium battery electrolytes, and have seized the opportunity to expand production, and the pressure of market price competition continues to increase. In 2017, the price of lithium battery electrolyte fell due to the phased overproduction of lithium hexafluorophosphate and the continuous price drop. Among them, the price of energy storage lithium battery electrolyte and power lithium battery electrolyte fell sharply, and both fell more than 15% year-on-year. In 2017, the overall price of electrolyte products was at a low level, with an average market price of 53,000 yuan/ton. ③The market demand for cathode materials is gradually recovering. At present, the market demand for cathode materials for lithium batteries is gradually recovering, and the demand for upstream lithium battery raw materials has increased month-on-month, but it is still lower than the same period last year. The price of lithium cobalt oxide gradually increased in 2016, reaching 443,000 yuan/ton in August 2018. The price of lithium phosphate also rose rapidly after 2016, reaching 216,000 yuan/ton in August 2018. However, with the commissioning of new projects from major domestic cathode material manufacturers, the market demand for cathode materials will gradually become more balanced. Considering the impact of the fall in cobalt prices, the overall price of cathode materials may fall. 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: Why do medical equipment use lithium battery UPS?