In the first November of 2020, my country's ternary precursor exports exceeded 88,000 tons

The sharp rise in the overseas new energy vehicle market has led to a surge in my country's upstream exports of lithium battery materials. According to my country’s customs data, from January to November 2020, domestic exports of NCM ternary precursors reached 81,649 tons, a year-on-year increase of 37.2%; during the same period, exports of NCA precursors increased by 1.4% to 6,868 tons. Among them, 8,772 tons of NCM ternary precursors were exported in November, an increase of 40.1% over the same period last year, and the export volume of NCA precursors increased by 89.3% from the same period last year to 947 tons. The export volume of ternary precursors in my country (t) is obviously that the significant year-on-year increase in exports of ternary precursors in my country is mainly due to the sharp increase in sales of electric vehicles in Europe. The installed capacity of Japanese and Korean battery companies such as LG Chem, Samsung SDI and SKI has increased significantly. This led to a sharp increase in my country's exports of ternary precursors. GEM stated that in 2020, the company’s ternary precursor shipments are expected to be 40,000 tons, of which more than 80% will be monocrystalline and high-nickel products, of which 19,000 tons are exported, an increase of 50.79% year-on-year. It is important to supply Samsung SDI, ECOPRO, LGC and other international markets. Well-known company. In the first three quarters of 2020, Zhongwei shares achieved revenue of 5.077 billion yuan, a year-on-year increase of 37.4%; net profit attributable to owners of the parent company was 280 million yuan, a year-on-year increase of 126.5%; shipments of ternary precursors ranked among the top in the world , The industry position has been further consolidated. At present, Europe is setting off a new round of power lithium battery production competition, including China, Japan and South Korea battery giants such as CATL, Honeycomb Energy, Samsung SDI, LG Chem, SKI, and European battery companies, all of which are building power lithium batteries on a large scale in Europe. Projects, and then there is a strong demand for upstream raw materials. At present, many Chinese lithium battery material companies have announced the establishment of factories in Europe to provide nearby supporting services for their overseas customers. In the future, more Chinese lithium battery material companies will be attracted to go overseas. At the same time, the new European power lithium battery infrastructure has also directly driven the increase in my country's lithium battery raw material exports, providing good development opportunities for the growth of the precursor export business of companies such as GEM and Zhongwei. It is expected that the export volume of ternary precursors in my country will further increase in 2021. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous post: Research progress and prospects of battery energy storage technology