Battery market summary for one week (9.24-9.30)

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lithium battery
Since the beginning of September, the downstream demand of the battery market has obviously improved, and the price has also risen for two consecutive rounds, especially for digital batteries. The cumulative increase has reached 0.25 yuan/Ah. Judging from this year's market, in the first half of the year, due to the impact of raw material price increases, digital products have survived the most difficult period in recent years. The cost is high, the selling price is low, and the sales volume is poor. Since the third quarter, the price of lithium carbonate has dropped to a high level, the cost pressure of the battery has eased, the manufacturers have entered the normal shipping rhythm, and the profit margin has also been basically guaranteed. It is expected that this wave will continue until the end of October. In terms of vehicle power battery, the market has improved since September, but this year there are more power battery capacity, so there is some oversupply in the whole, some of the production capacity is idle, considering that the end of the year is the traditional peak season, some large factories have done a small amount of inventory to deal with Big order.

On September 28th, the CATL Yangtze River Delta production base was officially started in Yuyang, Jiangsu Province. The total investment of the project is 10 billion yuan, covering an area of ​​1000 mu. In the future, it will form an annual production capacity of 10Gwh power and energy storage batteries.
Cathode material
As of September 30, the mainstream price of Type 111 in the ternary materials market was around RMB 150,000-155,000/ton, and the mainstream price of Type 523 was around RMB 145,000-150,000/ton, up by RMB 5,000/ton from the previous period. The slight increase in the price of this round depends mainly on the rise of the cobalt salt market, and the cost of getting the goods from the ternary material manufacturers is also “high.” On the other hand, after entering September, the orders of many mainstream manufacturers have reached saturation, and the supply of goods is in short supply, which has also led to a steady increase in product prices. The National Day holiday is coming, some downstream battery manufacturers are actively preparing for the goods, and the recent ternary materials market transactions are gradually improving.
The ternary material precursor: With the advent of the battery industry peak season, the ternary precursor market is also driven by the price increase, the current price of 523 products is around 68,000 yuan / ton. The government relaxed the ternary battery car, speculation funds entered the market, the raw material market also showed an upward trend: the mainstream price of domestic cobalt sulphate was 42 yuan / Kg, the price of imported cobalt sulphate was renminbi 50 yuan / Kg, an increase of 5 yuan / Kg; manganese sulfate In terms of price, the price is also rising slightly. However, in the form of a slight downturn in the lithium battery industry this year, some manufacturers suspended production of manganese sulfate due to efficiency problems. Although the mainstream price of nickel sulfate remained at the previous stage of 22 yuan/Kg, the upward trend was late. period.
Cobalt: After the lead in overseas cobalt prices last week, domestic mainstream producers raised the ex-factory price of electrolytic cobalt by 2,000 yuan/ton, but the market spot market demand did not improve. The actual price of this week was temporarily stable. As of this Friday, the mainstream price of electrolytic cobalt is 205,000-215,000 yuan / ton. Last Thursday, after the price of tri-cobalt oxide was repeatedly brushed up, the market price stabilized this week. Although the National Day holiday is coming, but because of the inventory of downstream material manufacturers, the transaction volume is not large. By Friday, the price of cobalt trioxide remained at 143000- Between 146,000 yuan / ton, the market price of cobalt sulfate is maintained at 37500-39000 yuan / ton.
Nickel: The Organization of Petroleum Exporting Countries reached an agreement on Wednesday to boost oil prices and cut crude oil production. This is the first time in eight years that a production cut agreement has been reached. The Fed’s expectation of a rate hike in December is still relatively strong. Limit, but the support below will continue to be strong. Global basic metal oscillates upwards. As of this Friday, domestic electrolytic nickel is quoted at 82,150-826,000 yuan/ton, up by 1,000 yuan/ton from last week.
Lithium carbonate: This week, the domestic market price of lithium carbonate has stabilized and fallen. The mainstream price of battery-grade lithium carbonate in the market is 125,000-130,000 yuan/ton. The mainstream price of industrial grade lithium carbonate is 115000-116000 yuan/ton. The mainstream price of lithium oxide is around 155,000-158,000 yuan / ton. According to market feedback, the sales of lithium carbonate began to improve in August. At present, a certain lithium carbonate manufacturer in Shandong has basically no inventory. The order has been placed until October, and the cash is in stock, with no account period. Battery-grade lithium hydroxide sales have declined in the second half of this year.
Anode material
In September, the market for anode materials was acceptable, and the price of the products was relatively stable. At present, the domestic low-end anode materials are reported at 1.8-2.2 million yuan/ton, the middle-end products are reported at 4-5.5 million yuan/ton, and the high-end products are reported at 8-10 million yuan/ton. At present, most companies in the anode material market are still in good condition, and the arrival of the peak production season has increased the shipments of some anode material manufacturers. According to a manufacturer of negative electrode materials, the shipment of anode materials has improved in recent months compared with the shipments in June and July, but the prices of products are still low, and some products with serious homogenization are still loose. Although the shipments for the power battery market are considerable, the return situation is not satisfactory enough, but in the fierce competition of the industry, the situation of the production enterprises is particularly passive. However, in the first gradient, some negative electrode materials companies really felt the benefits brought about by the development of the industry. It is reported that Betray achieved revenue of 646 million yuan in the first half of the year, an increase of 30.84% ​​over the same period of last year; net profit of 84.955 million yuan, It increased by 82.95% year-on-year. According to a manufacturer of anode materials in Henan, the company's current shipments are around 100 tons. The price of the products is basically 2-4 million yuan/ton for capacity type and 4-6 million yuan/ton for power type. The price of power-based products is basically stable, and the capacity type has been slightly reduced this year. According to Xinyi Information, Qingdao Longlong Carbon Dioxide Technology Co., Ltd., a subsidiary of Qingdao Black Dragon, has a production capacity of 3,000 tons of negative electrode materials. The current order is still acceptable. The monthly shipment is around 120 tons, and the average product price is around 35,000 yuan/ton. . Its spheroidized graphite company Heilongjiang Beidahuang Black Gold Graphite Co., Ltd. has a spheroidized graphite production capacity of 10,000 tons, and its monthly output is nearly 400 tons. The products are mostly exported, and the price is about 20,000 yuan/ton.
Raw material market: In September, the market price of domestic raw materials for anode materials was stable. At present, Daqing Petrochemical Company has a price of 1,100 yuan/ton, Fushun No. 2 Factory has reported 1,200 yuan/ton, and Dagang Petrochemical has reported 1,400 yuan/ton. The natural graphite market is stable at a low level, and the current -195 mainstream report is 2800-3200 yuan / ton. The spheroidized graphite mainstream reported 14000-22000 yuan / ton. Needle coke, the current domestic needle coke price is 3500-3800 yuan / ton, the imported needle coke price is 450-500 US dollars / ton.
Diaphragm
This week, the lithium battery market is running smoothly. At present, the price of the domestic diaphragm market is about 3.5-4.5 yuan per square meter; the wet diaphragm is about 4.5-5.5 yuan per square meter; the price of imported diaphragm is basically maintained at 5.3-8 yuan. Due to the explosive development of the new energy vehicle market, and the demand for ternary materials has driven the demand for wet diaphragms to increase rapidly, domestic manufacturers have expanded the capacity of wet diaphragms, but due to the high barriers to production technology and the long construction period of production lines The production time and actual production capacity are still uncertain. Xinyi expects that the domestic high-end wet diaphragm will continue to be in a state of continuous import in 2016-2018, and the high-end wet diaphragm is expected to continue its boom. The domestic low-end dry-membrane market has a low concentration, and the disorderly competition is obvious. It is mainly occupied by domestic manufacturers, and the production capacity is in a state of continuous excess. In this week's event review, Zhangzhou Pearl said this week that due to the future demand for wet diaphragms, the related equipment and processes are being further improved. The Zhangzhou Pearl wet diaphragm products are currently using synchronous stretching technology with a high degree of automation. Production is expected to be released in the second half of the year. At present, the price of the wet diaphragm is about 5 yuan per square meter. Most of the wet diaphragms are ceramic coated, and the coating is about 6 yuan per square meter. It is understood that in addition to BYD, AVIC lithium battery, Zhangzhou Mingzhu wet diaphragm line has also been certified by 4 or 5 domestic battery companies. When asked about Suzhou Jieli's order increase after Samsung turned to ATL, the company also received an order, indicating that the current dry film supply of Zhangzhou Pearl to ATL wet film is still in the product introduction period.
Electrolyte
Recently, the electrolyte market has remained stable, product prices have been relatively stable, and shipments are generally acceptable. The downstream battery market entered the peak season, sales were hot, and the phenomenon of short supply was obvious. This has directly benefited some electrolyte manufacturers. The current electrolyte price is 7,000-90,000 yuan / ton.

In the raw material market, the current price of lithium hexafluorophosphate and the solvent price are relatively stable. It is reported that lithium hexafluorophosphate is generally quoted at around RMB 350,000/ton. The announcement of Bikang shares shows that the current sales of lithium hexafluorophosphate products are ideal, and they are still in short supply. It is estimated that the gross profit margin of the product in the first half of the year is about 75.47%. The company is rushing to seize the favorable opportunity to promote the “new annual output of 3,000 tons of lithium hexafluorophosphate expansion project” in an orderly manner according to the time. The scale of this expansion is large, and the company strives to carry out commissioning and trial production before the end of the year. Whether the expansion part will be put into production by stages will be decided according to market conditions and actual company trade-offs. In the solvent market, the solvent market price is stable this week. The current solvent price is: DMC is about 5,500 yuan / ton, and DEC is about 13,000 yuan / ton.
SBR
The SBR binder in lithium batteries is mainly imported by domestic manufacturers. Usually, the usage of 1Ah is about 0.2g, the formula is different, and the addition ratio is not the same. According to a battery manufacturer, the product accounts for 1% of the company's battery production costs. The price of SBR is basically 30-300 yuan / kg, and the price of some specific products is even as high as 400 yuan / kg. For example, the price of SBR products used in 4.4V high-energy density batteries is usually around 350 yuan / kg. At present, the main producers of SBR offer the following information: Ruiang at 200-300 yuan / kg, JSR price at 200-300 yuan / kg, A & L price at 125 yuan / kg, BASF price at 50 yuan / kg, South Korea Daikin in 50 yuan / company, Japan Showa at 150-200 yuan / kg, Dow Chemical at 100 yuan / kg, DuPont price at 100 yuan / kg. At present, some domestic manufacturers are producing at a price of 40-50 yuan/kg.
to sum up

As the market picks up, the price of batteries has risen further. Recently, some raw materials markets have been unable to hold back, and there has been a rise in prices. At present, cobalt and nickel materials have shown an upward trend, and the magnitude is not small. The much-anticipated lithium carbonate market is also hearing about the upcoming increase, which will be clear after the holiday. It can be seen that the price increase will always be strong for these small metal products, the supply is limited, it is difficult to keep up with the rapid growth of lithium batteries, and the price increase is also reasonable. However, it may not be easy to use the excuse of "supply in short supply" to make such a large increase. It is not a good idea to take advantage of the monopoly profits of the whole industry, and it will not benefit the long-term development of the company.

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