According to statistics, in the first half of 2018, the total output of cathode materials for lithium batteries was about 122,000 tons, of which, the output of ternary materials was about 59,800 tons, accounting for 49.17%; the output of lithium iron phosphate materials was about 23,400 tons, accounting for 19.24%. Among them, in the first half of the new energy vehicle field, NCM batteries realized 8.84 GWh of lithium-ion batteries, and the demand for ternary cathode materials was about 15,900 tons; lithium iron phosphate batteries realized 6.31 GWh of lithium-ion batteries, and the demand for lithium iron phosphate cathode materials was about It is 14.5 million tons. With the large amount of lithium-ion installed capacity in the second half of the year, it is expected that the demand for cathode materials in the electric vehicle market will rise sharply. At present, the mainstream price of lithium iron phosphate cathode materials has dropped to 68,000 yuan / ton; NCM523 ternary materials mainstream offer It fell to 181,000 yuan / ton; the mainstream offer of ternary precursors fell to 120,000 yuan / ton.
From January to July 2018, the operating rate of domestic anode materials market showed a steady upward trend, and the product price was relatively stable. It is expected that in the second half of the year, under the premise of high raw material prices, there is little room for price decline. China's anode materials in the first half of 2018 The output is about 94,000 tons. Most of the first and second echelon companies have expanded their production capacity with downstream production, and the production and sales volume has increased year-on-year. However, some SMEs have been operating hard and the production and sales have declined due to the continuous improvement of technical standards in the industry.
In July 2018, the average price of dimethyl carbonate rose from 0.78 to 0.795 million yuan/ton, and the price range was 0.76-0.82 million yuan/ton. The school rose last month. The average price of diethyl carbonate was 13,650 yuan. / ton, up from last month, the price range is 1.33-1.4 million yuan / ton. In July 2018, the price of lithium hexafluorophosphate was stable at a low level, the mainstream price was 10-12 thousand yuan / ton, the average price was 110,000 yuan / ton, and last month Flat, partially overstated 150,000 yuan / ton. July electrolyte mainstream product price range of 3.4-4.1 million yuan / ton, the average price of 37,500 yuan / ton, high-end product price of 70,000 yuan / ton, low-end product prices For the 2-2.5 million yuan / ton, the average price is 22,500 yuan / ton. In July, the solvent market price was arbitrarily increased, the supply was tight, and the electrolyte market after the price war mourned.
