What is the current market situation of raw materials in the lithium battery industry?

The price of raw materials in the lithium battery industry and the current market situation. Oversupply of lithium carbonate. Lithium carbonate is a colorless monoclinic crystal or white powder inorganic compound. The important raw material is salt lake brine, so the mining rights of salt lake resources with relatively abundant source reserves make the industry have a higher resource barrier. In recent years, lithium carbonate has fallen due to many factors, and the market generally believes that it is affected by the relationship between supply and demand. On the supply side, there is an oversupply of lithium carbonate, and there are already signs of production cuts by manufacturers. However, demand-side customers are generally not eager to purchase in large quantities, and most of them maintain a wait-and-see attitude. In order to reduce inventory, some manufacturers have sold at low prices. The fierce competition in the diaphragm market The diaphragm is a thin film used to separate the positive and negative poles to prevent the direct reaction in the electrolyte from losing energy during the electrolytic reaction. In the structure of the lithium battery, the diaphragm is one of the key internal components. The performance of the diaphragm determines the interface structure and internal resistance of the battery, which directly affects the capacity, cycle and safety performance of the battery. A diaphragm with excellent performance has an important purpose for improving the overall performance of the battery. Although the domestic diaphragm market is fiercely competitive, 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 the actual output, the high-end diaphragm market will still be in short supply. 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 set foot 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 decline. Among them, the price of energy storage lithium battery electrolyte and power lithium battery electrolyte fell sharply, and both fell by 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. 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: How to choose a lithium battery electric vehicle?