-What is the performance of lithium battery cathode material market in September

What is the performance of lithium battery cathode material market in September
author:enerbyte source:本站 click627 Release date: 2022-11-09 08:54:39
abstract:
Since August, the price of lithium battery cathode materials in the market has been relatively stable, and the shipment has increased steadily, but it is still far from the psychological expectation of the power battery market at the beginning of the year. Compared with the declining trend of other...

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Since August, the price of lithium battery cathode materials in the market has been relatively stable, and the shipment has increased steadily, but it is still far from the psychological expectation of the power battery market at the beginning of the year. Compared with the declining trend of other lithium battery materials, the strong price of cathode materials is also a clear stream in the industry. According to statistics of Xinlu Information, the output of domestic anode material manufacturers under statistics in July was 18200 tons, an increase of 8% month on month. It is expected that the output in August will continue to rise in a narrow range.

Let's take stock of the domestic anode material market in August:

First, the raw material market experienced a narrow adjustment.

The main reason is that the price of domestic low sulfur coke has declined, and the high price quotation of domestic needle coke has slightly dropped. By the end of August, Daqing Petrochemical 1 # A petroleum coke had quoted 7700 yuan/ton; Fushun Petrochemical 1 # A petroleum coke quoted 7800 yuan/ton. The price of needle coke is 25,000-28,000 yuan/ton, the price of needle coke is 13,000-16,000 yuan/ton, and the CIF price of imported needle coke is 3900-4200 dollars/ton.

In August, the domestic low sulfur coke experienced a callback, and the price of needle coke remained stable at a high level. However, at present, the pressure on lithium battery cathode material enterprises from raw materials has not been significantly relieved.

Secondly, the main manufacturers of cathode materials have different performances.

According to a negative electrode material manufacturer, the company's orders in August exceeded its ability to receive orders, and a considerable number of orders could only be refused. However, some negative electrode manufacturers said that one of the company's key tasks at present is to collect payment. For users with poor payment, they choose to reduce the supply and no longer blindly pursue the growth of output. However, most customers still said that although the output had increased, the increment was relatively limited, and there was still a significant gap from the psychological expectation.

Moreover, the expansion of key lithium battery cathode manufacturers is still orderly.

For example, the construction project of high-end artificial graphite production line with an annual output of 30000 tons of Shanxi Beiteri New Energy Technology Co., Ltd. is under intense construction at present. At present, the calcination workshop, carbonization workshop, graphitization workshop and other main plants have been basically completed, and the main equipment will be connected soon. It is expected to be put into production before the National Day. The 100000 ton material project planned by Shijiazhuang Shangtai Technology Co., Ltd. will be carried out by stages, of which the first phase of 30000 tons has been under construction and is expected to be completed and put into production in 2019, with its production line supporting the whole process.

In addition, listed companies of cathode materials released semi annual reports one after another this month. The 2018H1 performance express released by Shanshan Co., Ltd. showed that the shipment of cathode materials was 18300 tons, up 30.7% year on year. The average price of negative pole 18H1 has declined slightly, but with the production of the 100000 ton Baotou project in the future, it is expected to further reduce the cost. Putailai's announcement shows that the field of cathode materials has achieved steady profits and growth. During the reporting period, the company's cathode material business realized a sales revenue of 844.4587 million yuan, a year-on-year increase of 33.81%.

At present, all manufacturers of cathode materials have unconsciously lowered their expectations of market demand in September, but some manufacturers supplying overseas customers generally expect growth.

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