Teach the value trend of lithium iron phosphate batteries

The purchase value of batteries in 2019 has not yet been negotiated, but the price depreciation is certain. Gaogong Lithium met in the 2018 (4th) Gaogong Electric Vehicle National New Energy Vehicle Enterprise Tour. Due to the continuous decline of new energy vehicle subsidies and the pressure of intensified market competition, OEMs are working hard through various methods Reduce vehicle costs. Among them, the power lithium battery has become the most important department for OEMs to demand price depreciation, and some auto companies even expect a 40% decline in the value of the battery in the next year. In fact, regarding the talks on the value of lithium iron phosphate batteries in 2019, OEMs and battery factories have held multiple rounds of games, but the efficacy is not ambition. In addition, it is said that the subsidy for new energy vehicles dropped by 40% in 2019, which has also made OEMs and battery manufacturers more cautious in pricing batteries in 2019, resulting in the delay in the final purchase value. Power lithium batteries account for almost half of the total vehicle cost, the national subsidy has declined and the withdrawal of the upstream raw materials is also declining, so the value of power lithium batteries must be further reduced in the coming year. A serious person from a new energy logistics vehicle OEM suggested to Gaogong's lithium battery that due to the subsidy policy mediation, the new energy logistics vehicle market as a whole was not good in 2018, and the pressure of pre-payment of funds was too large, which caused the OEM to dare not accept orders for production. At the same time, the subsidy policy in 2019 has not yet been implemented, resulting in OEMs unable to clearly plan their production plans for the coming year. After the start of construction a year later, there will be a helpful battery factory to negotiate the value with us, the bargaining range is required to be less than 50,000/ton, and we are still thinking about whether to connect or not. A person from a lithium iron phosphate company reluctantly hinted. Senior Engineer Lithium knows that the current mainstream manufacturer’s lithium iron phosphate battery value has dropped to about 53,000 yuan/ton, which is 61% higher than the value of 9-95,000 yuan/ton in the first year of last year. If the mainstream value of lithium iron phosphate falls below 50,000, under the current environment of about 80,000 yuan/ton of battery-grade lithium carbonate, it is surprising that the level is still inevitable. Another person from a lithium iron phosphate battery company also confirmed that there are rumors that the quotation of the department manufacturer has been lower than 50,000/ton, but how many details have been shipped is unknown. We will not accept orders below 50,000 temporarily because this is a loss-making transaction and the company is still selling last year's inventory. In fact, unlike last year's shrinking market demand, in the beginning of 2019, lithium iron phosphate batteries have started to rise. According to data from the Advanced Industrial Research Institute (GGII), the installed capacity of lithium iron phosphate batteries in January 2019 was about 1.40GWh, a year-on-year increase of 174%. The market demand is rising, why does the value of lithium iron phosphate batteries continue to fall again and again? Regarding the sales reasons for the value falling below 50,000/ton, the industry's unanimous concepts are: 1. Under the pressure of performance, the departmental material company started a value strategy strategy. Listed companies are facing upward pressure on performance, and acquired companies are facing pressure on performance gambling. Value wars have also become an important means of promoting performance. In addition, large-scale companies have relatively strong bargaining power for upstream materials, and their output is limited and cost control has certain advantages. 2. After Watermar's thunderstorm, its suppliers have accumulated a lot of inventory. Since Waterma presented its financial crisis in March last year, its power lithium battery shipments and production operation rates have fallen sharply. Affected by this, its lithium iron phosphate suppliers such as Hunan Shenghua, Jinli Technology, Zhuoneng Materials, Haoruipu and other companies have also suffered a serious decline in sales. 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: Do you know any important precautions for charging lithium-ion batteries?