Rarely stable battery market week summary (10.14-10.20)

lithium battery

The battery market was relatively stable this week. The capacity and small power batteries were acceptable after the price increase last week. The customers said that the price increase is not acceptable. The high-power electric tool battery did not have this price increase. Follow-up, on the one hand, the reason is that the battery is mainly lithium manganate, the cost impact is smaller, on the other hand, the downstream market demand is not prosperous, and there is no price increase condition. In terms of vehicle power battery, due to the approaching end of the year, in order to prevent the risk of policy changes, some large factories began to reduce production, mainly to digest inventory batteries, which had some impact on the demand for raw materials.

Since the promulgation of the draft national standard for low-speed electric vehicles, the car companies have begun trial production according to the standards. The manufacturers said that the new products have been used in full accordance with the regulations. It is expected that the market will be batched with the official implementation of the standards next year. There is a lithium battery low speed car.

Cathode material

The market price of ternary materials continued to rise steadily this week, and the price was chaotic. By Friday, the mainstream price of NCM523 power ternary materials was 19.8-21 yuan/ton, and the mainstream price of NCM523 capacity ternary materials was 19-198,000. Yuan / ton. Xinyi Information believes that the reason for the chaos in the market is mainly due to the different shipping speeds of various manufacturers. The first echelon manufacturers have fast shipping speeds, the inventory is basically zero, and the incoming cost of new incoming materials is relatively high. Therefore, these manufacturers are in this period. The quotation is relatively high; while the small and medium-sized manufacturers are slow in inventory digestion, the material cost is relatively low, and the quotation is slightly lower. Judging from the output of various manufacturers of ternary materials in September, the production capacity of this year's production increase and expansion has gradually been released. Especially the leading manufacturers in Ningbo, Hunan and Guizhou are relatively obvious, but some manufacturers are still nervous due to lithium carbonate. , inhibiting the normal release of production capacity. In addition, high-nickel materials are gradually favored by the market. The market supply of 622 and 811 products will gradually increase. In addition to several manufacturers have mass production, there are still many ternary materials manufacturers eager to try, and some have already completed the pilot test. In the later period, mass production will be based on the order status, so the market for high-nickel ternary materials will be highly competitive next year.

In terms of ternary precursors: the mainstream price of 523 is 11.5-11.7 million yuan/ton, up 2,000 yuan/ton from last week. The market demand continues to increase, which makes many enterprises start to expand production planning and prepare for the market next year. Mainstream precursor manufacturers layout 622, 811 high nickel and NCA products, such as Guizhou Zhongwei Zhengyuan, currently 622, 811 and NCA have achieved mass production, and 24,000 tons of capacity expansion, can be put into production in the first quarter of next year. For cobalt sulphate, the mainstream price is 9.5-9.7 million yuan/ton, up 1000 yuan/ton from last week. According to the feedback from downstream precursor manufacturers, the current supply of cobalt sulphate market can barely meet the demand, and the market will be in short supply. The market of nickel sulfate and manganese sulfate is stable. The mainstream price of nickel sulfate is 2.25-25,000 yuan/ton, and the mainstream price of manganese sulfate is 6400-6800 yuan/ton.

Cobalt: This week, the foreign metal cobalt offer has risen again after a small fluctuation in the previous period. The domestic cobalt product volume is stable and the price is tough. The current mainstream price is 43.1-443 million yuan/ton, up 5000-6000 from last week. Yuan / ton. The mainstream transaction in the market for tri-cobalt oxide was still not satisfactory this week, and the mainstream price remained at 353-363 yuan/kg.

The market for lithium iron phosphate has not changed much, and the mainstream price of the market remains at 90,000 yuan/ton. Affected by the high cost, the iron-lithium plant has almost no profit at present, and some companies fail to negotiate to reduce production. However, with the phenomenon of production reduction in downstream battery factories, the phenomenon of oversupply of iron and lithium in the year is difficult to change, and the pattern of easy to fall and rise in the short term remains unchanged.

Lithium carbonate: This week, the domestic market price of lithium carbonate is stable. The price of battery grade lithium carbonate is 180,000 yuan/ton, the transaction price is 175,000 yuan/ton, and the mainstream price of industrial grade lithium carbonate is 15.5-16 million yuan/ton. With the advent of winter, temperatures in Qinghai and Tibet have dropped. It is expected that the salt lake lithium plant will be shut down in November, and the supply of lithium carbonate will be further tightened.

Anode material

Recently, the market for anode materials has been stable and the price of products has stabilized. At present, the domestic low-end products of low-end materials are reported at 2.4-2.8 million yuan/ton, the middle-end products are reported at 4.6-6.2 million yuan/ton, and the high-end products are reported at 7-10 million yuan/ton. At present, manufacturers of negative electrode materials generally indicate that the pressure is large. On the one hand, the insufficient graphitization capacity on the market inhibits the ability of large manufacturers to take orders, and graphitization has become a short plate on the output of anode materials. According to a negative electrode material manufacturer, the company's anode material production will decline in October compared with September, mainly due to insufficient graphitization capacity. On the other hand, although the market price of raw materials for anode materials has started to fall, the price of needles is down, but the low price that once existed in the market is moving toward high prices. Furthermore, the downstream conduction process of the anode material manufacturer's cost increase is not smooth, and the 5-20% increase of the negative electrode material of this round makes the downstream rebound strong. Under such circumstances, the output of some manufacturers of negative electrodes has declined to some extent. In the downstream market, during the 19th period, Miao Wei pointed out that after the policy adjustment last year, the production and sales volume at the end of the year increased sharply and fell sharply at the beginning of this year. However, in the third quarter, China's new energy vehicles have returned to normal development. The cumulative production and sales volume in January-September has increased by more than 30% compared with the same period of last year. Now our monthly production and sales scale is close to 80,000. If there is no accident, this year At the end of the year, there may be a growth rate of about 30% compared with last year.

In the raw material market, the raw material market is relatively stable this week. Daqing Petrochemical reported 5075 yuan / ton; Dagang Petrochemical reported 2150 yuan / ton. Fushun No. 2 Plant temporarily stabilized at RMB 5,300/ton. The natural graphite market is now -195 mainstream reported 4500-5500 yuan / ton. The price of spheroidized graphite is now reported at 17,000-23,000 yuan/ton. The price of domestic needle-shaped coke is about 30,000 yuan/ton, and the price of imported needle-shaped coke is 1000-4500 US dollars/ton.

Diaphragm

This week, the lithium battery market is stable. This week's price, the dry price is 2-2.5 yuan/flat, and the wet market price is 3.5-4.5 yuan/flat. With the accelerated reshuffle of the industry, the top ten enterprises plan to have their own production capacity exceeding 200 million square meters by 2017. The competition in the diaphragm market will continue to increase in the next three years. Large enterprises will continue to squeeze the market share of small enterprises, and the industry will become centralized. The pattern of “big fish eating small fish” has gradually formed. According to a company's view on the current market, the current market competition is mainly concentrated in the dry-process diaphragm. At present, most of the expansion is wet diaphragm. With the peak of production in the next two years, the risk of overcapacity is inevitable. However, the price is not expected to have a big decline next year.

This week, the company paid attention to it. The company announced this week that the company plans to set up a wholly-owned subsidiary, Guangdong Meilian Diaphragm Co., Ltd., with a total investment of nearly 100 million m2. Wet diaphragm base film and 80 million m2 coated diaphragm power lithium battery wet diaphragm industrialization construction project, the total planned investment is 503 million yuan. At the same time, the company Toshiba Machine Co., Ltd. signed a "sales contract" to purchase two sets of biaxially stretched film production lines with a transaction amount of 245 million yen.

Electrolyte

Recently, the electrolyte market has been stable, and the shipments of various manufacturers are still acceptable. However, some manufacturers said that the shipments were generally this week, mainly due to the fact that some manufacturers had already stocked up before the holiday, which caused the recent shipments to decline. In addition, some of them are currently large. The battery manufacturers are actively digesting the pre-inventory inventory, and the purchase volume of various materials has declined. The price of the product is relatively stable. The current price of electrolyte products is 4.1-5.6 million yuan/ton, the price of high-end products is about 80,000 yuan/ton, and the price of low-end products is 2.5-3.8 million yuan/ton. In the raw material market, the price of raw materials has been stable recently. The price of lithium hexafluorophosphate is still maintained at around 145,000 yuan/ton. Only some manufacturers maintain full-load production, and most manufacturers produce according to the order. The price of the solvent was stable, and the current DMC reported about 8,500 yuan / ton, and now DEC reported 16,000 yuan / ton.

It is reported that the new Zhoubang released the first three quarters of 2017 performance forecast that the company's net profit attributable to shareholders of listed companies in the first three quarters of 181,182,400 yuan - 20,810,600 yuan, an increase of 0% -10% over the same period of the previous year; third quarter The net profit attributable to shareholders of listed companies was RMB 71,140,600 to RMB 77,760,800, an increase of 10%-20% over the same period of the previous year.