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Battery upstream material prices, out of stock

Release date:2021-03-22  Views:2051

Power battery upstream material: Out of stock Out of stock!

High-tech lithium battery 2021-01-22 21:16:08

Abstract

At the beginning of the New Year, full production row, out of stock price increase, accelerate investment and expansion of lithium battery upstream material development keywords.

Starting from Q4 in 2020, with the boom of the new energy vehicle market rising, the orders of power battery enterprises soared.Under a series of chain reactions, at the beginning of the New Year, full production, out of stock price increase, accelerate investment and expansion of lithium battery upstream material development keywords.

Recently, Gao Gong lithium battery also learned from the head battery material suppliers, due to full orders, overtime production has become normal, ready for the New Year without rest.At the same time, follow the rhythm of customers layout expansion has also been stepped up on the agenda.

From the feedback information of material enterprises in multiple subdivided fields, the pressure of production and delivery can be seen:

"The production line is running at full capacity. Now the price changes day by day. The front-line big factory directly closes the offer."A lithium iron phosphate material enterprise senior management revealed.

"Now the orders are very saturated, full production schedule has covered the whole quarter, the Chinese New Year overtime did not have a rest."Feedback from inside the diaphragm coating material enterprise.

"It's not that we don't want to supply. The upstream is seriously out of stock and we can't do anything about it."A first - line electrolyte manufacturers have no choice.

"Capacity supply is not over, now customers every day in the factory chase, feeling about to be 'kidnapped' by customers."A battery structure factory bluntly.

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In fact, the upstream lithium material delivery pressure highlights have long been traced.

Take the battery leader Ningde Times as an example. Since the fourth quarter of 2020, after the launch of the Model 3 lithium iron phosphate battery, the shipment of Ningde Times has rapidly increased by about 26,000 sets, with a total power of over 1.4GWh calculated by a single vehicle of 55kWh.

According to media reports, Tesla expects Ningde Times to supply 300,000 electric cars with power batteries in 2021, while Ningde Times will only be able to supply 200,000 units to meet the demand of other customers.Even so, 200,000 cars means a battery of 11GWh.

In a January job Posting, Ningde Times revealed a "year-end surge in orders".

According to industry sources, Ningde Times aims to triple its battery shipments in 2021 compared with 2020.

Recently, Ningde Times Chairman Zeng Yuqun publicly pointed out that from 2021, the global lithium battery market demand will have a significant increase, but at present, the supply of capacity of the whole industry chain is relatively slow, the effective supply is insufficient.

In addition, including AVIC Lithium Power, BYD, Ruipu Energy, and other power battery enterprises have released the information of full production of power batteries, and the supply of capacity exceeds demand.

As the upstream material supplier of the head power battery enterprise, the delivery pressure can be imagined.

From the upstream materials including positive electrode, negative electrode, electrolyte, diaphragm and other enterprise feedback information, the production in January this year increased by at least 1 times compared with last year, according to the situation of different enterprises in different fields, there is even a year-on-year increase of 3 times.

The shortage triggered a surge in price rises

The industry estimates that the sales volume of new energy vehicles in China will reach 2 million in 2021, up by 50%.Drive the domestic power battery installed capacity will reach 100GWh, the growth rate of 55%.

According to this estimate, the power battery upstream raw material shortage tide will become increasingly intense.

In fact, affected by the strong downstream demand, some raw materials out of stock, price a series of chain reaction has followed.

Since last October, domestic battery - grade lithium carbonate prices began to adjust due to the global tight price of lithium concentrate.By the end of December, the average price rose to 51,500 yuan per ton, an increase of about 30%.

In 2021, the price of battery-grade lithium carbonate continued to rise. In the middle of January, the domestic mainstream price of battery-grade lithium carbonate reached 62,000-67,000 yuan/ton, an increase of about 25% compared with the end of December.

Recently, a domestic trader even offered a high price of 80,000 yuan/ton for battery-grade lithium carbonate, which is 18,000 yuan/ton higher than the mainstream quotation.

The above lithium iron phosphate material enterprise executives said that lithium carbonate price rise is only a short-term case, and the battery factory of lithium iron materials to accept the low willingness to increase, the price of lithium iron materials is still relatively stable.However, it is not denied that this is a signal released by long-term price rise. Considering the gap trend of lithium concentrate and the surge of global demand for new energy vehicles and other factors, it is temporarily impossible to predict how high the price of lithium carbonate will rise in 2021.

Similarly, due to the supply of upstream raw materials, electrolyte supply even began to appear the embarrassed situation of fault, including lithium hexafloorophosphate, lithium carbonate, solvents (DMC, EC, etc.), additives (VC, FEC, etc.) and other raw materials prices have increased to varying degrees.

Recently, the domestic price of lithium hexafluorophosphate about 115,000 to 130,000 yuan/ton, compared with the low 70000 yuan/ton in July last year has risen nearly 86%.The judgment of the industry is that if the lithium hexafluorophosphate company is overhauled after the Spring Festival, the price will exceed 150,000 yuan/ton half a year in advance.

In terms of solvents, although the price of DMC has fallen from 16,000-17,000 / ton in Q4 last year to about 11,000 / ton, it is still at a historical high and the supply is tight.

Recently, the price of VC, FEC and other additives has also increased by 30%.

First-line electrolyte manufacturers said, electrolyte manufacturers now consider not the price problem, but raw materials for not for the problem.This is the case for large factories, but the situation for small factories is even more severe.

From the price point of view, the current price of lithium hexafluorophosphate, solvents, additives and other raw materials is a reasonable correction, which is the basis for the healthy development of the industry, and it is expected that there will not be too much increase in the future.Based on the firm strategic cooperation between the company and suppliers and the downstream, the current material price increase has limited impact on the front-line big factories.

Based on the high expectation of new energy vehicles in 2021 given by the industry, the rising price of some raw materials may become a normal trend throughout the year.

Expand production

In order to keep up with the expansion pace of power battery companies, as well as seize the huge market opportunities brought by the global green energy revolution, materials companies are also actively planning capacity expansion.

According to incomplete statistics, since last year, the cathode material field planning to start the expansion of enterprises including 100 technology,,,, Xiayu new energy, Taifeng first,,, and so on.

On the negative side, Putailai,, (Snow Industrial),,, and Kaijin Energy are stepping up the deployment of anode material capacity and graphitization processing capacity.

At the same time, Fuan Carbon Materials, Hubei Baogan, JinTaineng, Minguang New Materials, Longpan Technology, Huashun New Energy, etc., also joined the anode material expansion camp one after another.

Diaphragm, Putai, star source material, have also announced expansion.

In terms of other materials, copper foil leading Nordisk shares, structural parts leading are also accelerating the layout of production capacity.

It is worth noting that, in order to ensure supply chain supply, power battery enterprises are also in the form of merger and purchase, joint venture upstream, investment and self-construction of raw materials layout.

For example, Ningde Times and German Nano have successively built two major joint ventures of lithium iron phosphate material bases. In addition, Ningde Times has also increased the capital of Jiangxi Zhenhua and Yuneng New Energy to further guarantee material supply.

On the self-built lithium iron phosphate material project, Guoxuan Hi-tech started the Lujiang Sanyuan cathode material project with an annual output of 30,000 tons. Before that, it increased its investment in copper crown and copper foil to optimize the supply structure of the industrial chain.

It can be seen that in the surge of power battery orders and the accelerated release of new capacity demand, to ensure the stable supply of raw material quality capacity will be crucial to power battery shipments in 2021.

In 2021, the domestic new energy automobile production line significantly warmer, power battery installed capacity big probability doubled year on year, in addition to the outlet of power battery power battery head enterprises more and more important position, the market space is highly uncertain growth environment, how to match the head battery enterprise development pace, increasing supply capacity, strict cost control, will become the enterprise faces the biggest test of upstream materials.

"Efficient and high-quality delivery will be the most important core competitiveness of the enterprise."Zeng Yuqun said.

This is true for power battery enterprises, and the same is true for upstream industry chain enterprises.


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