Ternary materials led the battery market week summary (11.05-11.11)

lithium battery
The price of the battery market has not changed much this week. At present, the capacity type 18650 product is 2000mAh 5.3 yuan/piece, 2500mAh 6.5 yuan/piece, and the power type 18650 product is 2000mAh 5.6 yuan/piece. After entering November, downstream demand has weakened. Manufacturers said that the recent shipments have declined significantly compared to October, and work has been relatively idle. The company said that this year's Chinese New Year is earlier than in previous years. It is expected that the phenomenon of goods clearance will come earlier at the end of the year. It may be reflected in December, so the price of batteries at the end of the year is difficult to perform well.
Mengshi Technology announced on November 11th that the company signed the "Strategy for Strategic Cooperation Framework for Joint Construction of New Energy Bases" with the People's Government of Yicheng on November 10, and plans to build an annual production capacity of 5GWH lithium battery production base and battery research center in Yicheng City. Project, clean energy power generation base project of 600MWP photovoltaic power station, 200MW wind power station, 200MWH energy storage power station and new energy vehicle production project. Among them, the annual production of 5GWH lithium battery production base and battery research center project plans to invest 3 billion yuan.
Cathode material
Until November 11, the mainstream price of Type 111 in the ternary materials market was around 155,000-158,000 yuan/ton, and the mainstream price of 523 type was around 145000-152000 yuan/ton, which was about 2,000 yuan/ton higher than the previous price. It is learned from the market that the recent increase in the price of cobalt salts and the steady increase in the price of lithium carbonate have prompted the prices of ternary materials to rise steadily. Due to the accelerated pace of expansion of downstream power battery manufacturers this year, many first-tier manufacturers are in short supply. However, there are still some manufacturers (Ningbo) due to the previous inventory, the current price of the 111 model is about 145,000 yuan / ton. On December 5th, the third lithium battery and key raw materials meeting/technical exchange meeting was held in Shenzhen. The material display area was set up on site, and the registered materials enterprises should bring their own samples to show.
Cobalt: This week, the market for electrolytic cobalt is relatively calm. Due to the increase in purchases after the price increase in the previous period, this week has not caused the amplification of the entire demand. The market turnover has returned to the usual downturn, and the domestic cobalt supply has also suppressed the purchase. interest of. As of this Friday, the mainstream price of electrolytic cobalt has remained at 211,000-220000 yuan / ton. The price of tri-cobalt oxide rose slightly on Thursday. Due to the long-term single-day signing of the long-term single-day, many manufacturers' quotations have increased rapidly. The upstream and downstream bargaining prices have been stagnant. Some of the lithium cobalt oxide manufacturers are not eager to purchase because of the strategic raw material reserves in the previous period. The upstream offer cannot be approved. By Friday, the price of cobalt trioxide was between 155,000-158,000 yuan/ton, up 2,000 yuan/ton. The downstream consumption market of cobalt sulphate is relatively stable, but the driving force of overseas prices for cobalt sulphate still exists. In addition, the pre-inventory consumption of cobalt sulphate market is quite large, the market supply is not more than ever, and the market price of cobalt sulphate is 40,000-42,000 yuan/ton, Last week was flat.
Lithium carbonate: This week, the domestic market price of lithium carbonate is relatively stable. The mainstream price of battery-grade lithium carbonate in the market is about 125,000-130,000 yuan/ton. The mainstream price of industrial grade lithium carbonate is around 115,000 yuan/ton. The price is around 155000-158000 yuan / ton. Recently, lithium carbonate has stabilized, manufacturers have flexible operation, and they have certain profit-making. They mainly execute pre-orders, and manufacturers are optimistic about the market outlook. At present, downstream customers are waiting to see the atmosphere, purchasing on demand and cautiously trading. The government's new energy subsidies have not yet been issued, and downstream demand has not met expectations. It is expected that the lithium carbonate market will be dominated in a narrow range in the short term.
Anode material
Xin Yixun: Recently, the domestic anode material market is generally improving, the shipment situation has increased steadily, and the product price is relatively stable. At present, the domestic low-end anode materials are reported at 1.8-2.2 million yuan/ton, the middle-end products are reported at 4-5.5 million yuan/ton, and the high-end products are reported at 8-10 million yuan/ton. In the past two years, under the background of the explosive growth of the entire lithium battery industry, the anode material industry has also ushered in the climax of historical development. The new enterprises and the expansion of existing enterprises have rapidly expanded the capacity of the entire anode material. The fierce market competition that followed has become increasingly hot, and various manufacturers are also supernatural in marketing means. There are low-cost and fast access to the market, there are high-end routes, and users are given more than half a year, etc. Some manufacturers are obviously suffering. At present, the negative accounting industry is generally too long, which is one of the biggest slots in the industry. Some manufacturers said that they hope to break this bad habit in the industry. According to a manufacturer of negative electrode materials, the company is basically cash-selling, or the billing period is within one month, and the shipping price is relatively affordable, even though this year. Shipments did not skyrocket, but the return situation improved significantly. According to Xinyu Information, the graphitization project of Yibin Jinshi New Material Technology Co., Ltd. is progressing smoothly. According to the current progress, it is expected that the first phase of the project will be completed in January 2017, with a capacity of 6,000 tons/year; the second phase is expected to be 2017. It can be completed around the month, when the company's graphitization capacity will reach 12,000 tons / year.

In the raw material market, the market price of domestic raw materials for anode materials was stable this week. At present, Daqing Petrochemical Company has a price of 1,100 yuan/ton, Fushun No. 2 Factory has reported 1,200 yuan/ton, and Dagang Petrochemical has reported 1,400 yuan/ton. The natural graphite market is stable at a low level, and the current -195 mainstream report is 2800-3200 yuan / ton. The spheroidized graphite mainstream reported 14000-22000 yuan / ton. Needle coke, the current domestic needle coke price is 3000-3500 yuan / ton, the imported needle coke price is 450-500 US dollars / ton.
Diaphragm
This week, the lithium battery separator market stabilized. In 2015, China's lithium battery separator material production was 628 million square meters. It is expected that the growth rate will slow down in 2016, and the annual output of lithium battery separator materials will reach 800 million square meters. At present, China's domestic diaphragms are still dominated by dry methods, but the growth rate of wet shipments is accelerating. The price of the domestic diaphragm market is about 3.5-4.5 yuan per square meter; the wet diaphragm is about 4.5-5.5 yuan per square meter; the price of imported diaphragm is basically maintained at 5.3-8 yuan.
This week's key companies review, Suzhou Jieli focuses on the production of wet diaphragm. At present, there are 4 wet diaphragm production lines, which are expected to reach 6 at the end of the year. The overall production capacity will reach 220 million square meters. Sheng Precision will continue to expand its production capacity after its acquisition. Its main customers include LG, SDI, ATL and BYD. In the first half of 2016, Suzhou Jieli achieved an operating income of 117 million yuan and a gross profit margin of 51.35%. Tengxin Energy currently has 8 dry diaphragms and 3 diaphragm coating lines with a capacity of 120 million square meters of dry diaphragm. In addition, four dry diaphragm production lines and four wet diaphragm production lines are under construction. Major customers include AVIC Lithium, Shenzhen Zhuoneng and Ha Guangyu. In the first half of 2016, Yiteng New Energy realized operating income of 142 million yuan and net profit of 68.33 million yuan. Zhongke Technology is put on the market under the brand name “Grian”. As of 2016, Zhongke Technology has formed the coexistence of the first generation of dry-membrane, second-generation wet-membrane and third-generation membrane separation and pore-forming process, with a total capacity of 170 million square meters. Meter. Its customers include BYD, Lishen Battery, ATL, Ha Guangyu, BAK Battery, Foster, Chuangming and other domestic lithium battery companies. In the first half of 2016, Zhongke Technology realized revenue of about 200 million yuan.
Electrolyte
The electrolyte market was stable this week and the market demand was good. The steady growth of the downstream digital 3C market has laid the cornerstone for the market to move forward steadily. Although the power battery market has not rushed as expected on the road of growth, the momentum of accelerating growth is still unstoppable. Overall, the demand for various materials in the downstream lithium battery market has increased significantly, especially for individual manufacturers of main power supply batteries. The growth of shipments is even more chilling. This is one of the reasons for the current influx of capital in the lithium battery industry. At present, the price of electrolytes has remained stable. The current price of electrolytes in China is generally 7,000-90,000 yuan/ton. In the raw material market, the raw material market has been stable recently. The current solvent price is: DMC is about 8,500 yuan / ton, and DEC is about 17,000 yuan / ton. The recent price of lithium hexafluorophosphate is relatively stable, but the market supply is not sufficiently loose, and electrolyte manufacturers still need cash withdrawal. The current price is generally 3.8-41 million yuan / ton.
This week's point of view: Shi Dashenghua released the third quarterly report. In the first three quarters of 2016, the company realized operating income of 2.7 billion yuan, an increase of 8.8% year-on-year; realized a net profit of 140 million yuan, a year-on-year increase of 202.2%, and basic earnings per share of 0.67 yuan. Among them, in the third quarter, the operating income was 890 million yuan in a single quarter, and the net profit attributable to the mother was about 0.3 billion yuan. In the third quarter, the price of propylene oxide (an important raw material for DMC) rose sharply, driving the price of DMC to rise. The company showed a significant cost advantage due to its basic self-sufficiency in propylene oxide. The company is currently the only company in China that can supply all five lithium-ion battery electrolyte solvents. The leading product of dimethyl carbonate (DMC) has a capacity of 100,000 tons, and the subsequent investment capacity of 50,000 tons will be built as planned.
to sum up

The price increase of materials is still continuing. According to the current situation, the market in the fourth quarter of this year is likely to be copied last year: the material has soared, and the battery does not dare to rise. However, the magnitude will not be so obvious. If the coefficient of increase or decrease is 5 last year, it will be counted at the top of this year. The biggest impact of this market is the battery factory. In the case that downstream demand is gradually weakening and the price is not guaranteed, the price of upstream materials will rise against the market, which means that the profit margin of the battery will be compressed. Stocking for the winter.

Spray Wires

Thermal spray wires are used in thermal spraying processes, which involve the application of a coating material onto a surface. These wires are specifically designed to be melted and sprayed onto a substrate to create a protective or functional coating.

Thermal spray wires are typically made from materials such as metals, alloys, or ceramics. They are available in various diameters and compositions to suit different applications and requirements. The wire is fed into a thermal spray gun, where it is heated to a molten state and propelled onto the surface being coated.

Spray Wires,Arc Spray Coating,Thermal Arc Spray,Thermal Spray Wire

Luoyang Golden Egret Geotools Co., Ltd , https://www.egretgeotools.com