New energy vehicles consume 5447.3 tons of metallic cobalt 1326 tons of lithium carbonate in January-April

Zhongtai Securities released a strategy report today that new energy vehicles consume 5447.3 tons of lithium carbonate and 1,326 tons of metallic cobalt in January-April 2018. According to the energy-saving net installed power data, the use of cobalt and lithium for new energy vehicles in January-April 2018 was measured.

Assumptions: 1In industrial case, the 1kwh battery capacity of LPF battery corresponds to 0.57kg of lithium carbonate; 2In industrial case, the 1kwh battery capacity of NCM battery corresponds to the amount of lithium carbonate is 0.73kg; the demand for metal cobalt is 0.26kg; 3In industrial case, the 1kwh battery capacity of LMO battery corresponds to 0.55 kg of lithium carbonate; 4 Assume that the installed ternary battery type in January-April 2018 is NCM. According to the model calculation, the installed batteries in the first four months of 2018 consumed 5447.3 tons of lithium carbonate and 1326 tons of metallic cobalt.

The price of cobalt may rise to the bottom. As the low season of the power battery gradually passed, the operating rate of the downstream large-scale battery factory has been improved. In addition, with the mass production of new models, the battery factory will enter the stage of raw material replenishment in late May, and the cobalt price will bottom out, and will continue to hit a record high.

In addition, Glencore's cobalt mining company has been involved in legal proceedings, and the uncertainty of KCC's resumption of production has not been eliminated. In the future, with the implementation of the new mining law, the increase in upstream costs will further support the upward price of cobalt. The demand for lithium carbonate is about to pick up, and the trend of high-nickel ternary is more and more obvious: after the traditional off-season in April, some raw material manufacturers have turned to the price of lithium carbonate at a low-price competition market. Since May, low-cost lithium raw materials have gradually Being digested. As the low season of the power battery gradually passes, the demand for lithium carbonate will gradually pick up. In addition, with the high-nickel ternary cathode material in the 3C market in 2018, the first large-scale application in the 3C market will be applied on the power battery in 2019. The trend of high-nickel ternary is becoming more and more obvious, and the demand for lithium hydroxide will continue to rise. The boom will also continue to rise. Continue to recommend lithium battery materials, core targets: Huayou Cobalt, Hanrui Cobalt, Luoyang Molybdenum; Yanfeng Lithium Industry, Tianqi Lithium Industry, Yahua Group.

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