carbon|graphite|graphite electrode|battery separator|anode material|natural graphite|needle coke|Lithium-ion battery|cathode material|carbon additive|activated carbon|special graphite|graphite &battery research report

Mar,2024	Output	Month on month	Year on year
NCM battery	59120 ton	+39.27%	+32.94%
LFP	169770 ton	+86.75%	+64.86%
Anode Material	169100 ton	+48.66%	+42.75%

Prices of lithium batteries and major materials in China

Cathode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Remark
Ni5 Ternary materials	523/power battery	Domestic	12.4	12.35	10,000 yuan/ton
Ni5 Ternary materials	Monocrystal 523	Domestic	13.5	13.45	10,000 yuan/ton
Ni5 Ternary materials	523/digital	Domestic	11.9	11.85	10,000 yuan/ton
Ni5 Ternary materials	Ni 55	Domestic	10.9	10.87	10,000 yuan/ton
Ni6 Ternary materials	Mono crystal 622	Domestic	13.55	13.55	10,000 yuan/ton
Ni6 Ternary materials	622/power battery	Domestic	13.4	13.40	10,000 yuan/ton
Ni8 Ternary materials	811/ Nickel 80	Domestic	16.1	16.05	10,000 yuan/ton
Ni8 Ternary materials	NCA	Domestic	16.2	16.15	10,000 yuan/ton
LFP	Power battery	Domestic	4.39	4.40	10,000 yuan/ton
LFP	Energy Storage Type	Domestic	3.99	4.00	10,000 yuan/ton
LMO	Small power battery	Domestic	4.55	4.23	10,000 yuan/ton
LMO	High tap density	Domestic	4.35	4.03	10,000 yuan/ton
LMO	Low-capacity	Domestic	4.15	3.78	10,000 yuan/ton
Lithium cobalt oxide (LCO LiCo2)	4.35V	Domestic	17.25	17.63	10,000 yuan/ton
Ternary precursor	523	Domestic	7.1	7.10	10,000 yuan/ton
Ternary precursor	622	Domestic	7.83	7.95	10,000 yuan/ton
Ternary precursor	811	Domestic	8.85	8.72	10,000 yuan/ton
Electrolytic cobalt	≥99.8%	Domestic	21.9	22.50	10,000 yuan/ton
Cobalt sulfate	≥20.5%	Domestic	3.15	3.25	10,000 yuan/ton
Electrolytic nickel	1#	Domestic	14.39	13.75	10,000 yuan/ton
Manganese sulfate	Battery-grade	Domestic	0.51	0.51	10,000 yuan/ton
Nickel sulfate	Battery-grade	Domestic	3.03	2.98	10,000 yuan/ton
Lithium hydroxide	56.5% coarse particles	Domestic	9.95	9.32	10,000 yuan/ton
Lithium carbonate	Battery grade 99.5%(ore)	Domestic	11.2	11.07	10,000 yuan/ton
Lithium carbonate	工业级99.2%（盐湖）	Domestic	10.7	0	10,000 yuan/ton
Lithium carbonate	Industrial grade 99.0%	Domestic	9.85	9.24	10,000 yuan/ton
Spodumene concentrate	6%	Australia	1145	1035.48	USD/ton (CIF)
Cobaltosic oxide (Co3O4)	≥72%	Domestic	12.85	12.85	10,000 yuan/ton
Ferric phosphate	Battery-grade	Domestic	1.06	1.04	10,000 yuan/ton
Anode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Remark
Manganese dioxide	LMO	Domestic	1.54	1.52	10,000 yuan/ton
Anode materials	Middle-end		37000	38500.00	yuan/ton
Anode materials	High-end		57500	57500.00	yuan/ton
High-end power	350-360mAh/g		48500	48500.00	yuan/ton
Separator
Name	Spec	Producer	price	Last month price	Unit	Remark
Medium-end	340-350mAh/g		30500	30500.00	yuan/ton
Membrane	5μm/wet	Domestic/Medium-end	1.48	1.55	yuan/sq.m.
Membrane	7μm/wet	Domestic/Medium-end	0.95	0.98	yuan/sq.m.
Membrane	9μm/wet	Domestic/Medium-end	0.93	0.92	yuan/sq.m.
Membrane	12μm/dry	Domestic/Medium-end	0.48	0.48	yuan/sq.m.
Membrane	16μm/dry	Domestic/Medium-end	0.43	0.42	yuan/sq.m.
Separator	7+2um ceramic coating separator	Domestic/Medium-end	1.2	1.25	yuan/sq.m.
Separator	7+2+1μm — 陶瓷+PVDF涂覆隔膜	Domestic/Medium-end	1.45	1.56	yuan/sq.m.
Separator	7+2+1+1μm — 陶瓷+PVDF涂覆隔膜	Domestic/Medium-end	1.68	1.81	yuan/sq.m.
Separator	9+3um ceramic coating separator	Domestic/Medium-end	1.18	1.19	yuan/sq.m.
Separator	9+3+1μm — 陶瓷+PVDF涂覆隔膜	Domestic/Medium-end	1.43	1.50	yuan/sq.m.
Separator	9+3+1+1μm — 陶瓷+PVDF涂覆隔膜	Domestic/Medium-end	1.65	1.75	yuan/sq.m.
Electrolyte & raw materials
Name	Spec	Producer	price	Last month price	Unit	Remark
Separator	12+4um ceramic coating separator	Domestic/Medium-end	1.21	1.23	yuan/sq.m.
Electrolyte	Ternary/cylindrical/2600mAh		2.38	2.34	10,000 yuan/ton
Electrolyte	LMO		1.55	1.53	10,000 yuan/ton
Electrolyte	LFP		1.88	1.85	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Domestic	6.95	6.89	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Export	7.7	7.82	10,000 yuan/ton
LiFSI	Solid state	Domestic	11.5	12.39	10,000 yuan/ton
EMC	Battery-grade	Domestic	0.75	0.73	10,000 yuan/ton
DMC	Battery-grade	Domestic	0.48	0.46	10,000 yuan/ton
EC	Battery-grade	Domestic	0.49	0.50	10,000 yuan/ton
DEC	Battery-grade	Domestic	0.93	0.94	10,000 yuan/ton
PC	Battery-grade	Domestic	0.75	0.76	10,000 yuan/ton
FEC	Battery-grade		4.65	4.97	10,000 yuan/ton
VC	Battery-grade		5.4	5.59	10,000 yuan/ton
Auxiliary materials
Name	Spec	Producer	price	Last month price	Unit	Remark
PS	Battery-grade		5.85	6.20	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	4.5um	Domestic	2.65	3.00	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	6um	Domestic	1.45	1.60	10,000 yuan/ton
Electrolytic Copper	1#	Domestic	8.01	7.10	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	8um	Domestic	1.5	1.55	10,000 yuan/ton
Electrolytic Aluminum	均价	Domestic	2.04	1.92	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil	10μ	Domestic	2.2	2.20	10,000 yuan/ton	消费数码用
Processing Fee of Battery Aluminum Foil	12μ	Domestic	1.48	1.48	10,000 yuan/ton	动力电池用
Processing Fee of Battery Aluminum Foil	13μ	Domestic	1.45	1.45	10,000 yuan/ton	动力电池用
Aluminum soft packaging film	152μm/power	Domestic	14	14.00	yuan/sq.m.
Aluminum soft packaging film	113μm/digital	Domestic	12	12.00	yuan/sq.m.
Aluminum soft packaging film	152μm/power	Import	22.5	22.50	yuan/sq.m.
Aluminum soft packaging film	113μm/digital	Import	22	22.00	yuan/sq.m.
PVDF	LFP		6	8.79	10,000 yuan/ton
PVDF	Ternary materials		13.5	16.52	10,000 yuan/ton
lithium ion battery
Name	Spec	Producer	price	Last month price	Unit	Remark
R142b	Without packaging		1.25	1.73	10,000 yuan/ton
Square power cell	Ternary materials	Domestic	0.47	0.47	元/Wh	不含税
Square power cell	LFP	Domestic	0.38	0.38	元/Wh	不含税
Square ternary(hight Ni)	Battery pack	Domestic	755	756.90	Yuan/KWh	不含税
Cylindrical lithium battery	2600mAh/18650	Domestic/Medium-end	9.65	9.65	yuan/unit
Battery Recycling
Name	Spec	Producer	price	Last month price	Unit	Remark
Small power battery 18650	Ternary/2600mAh	Domestic	11.95	11.95	yuan/unit
铁锂铝壳	Battery pack	Domestic	1.03	1.01	10,000 yuan/ton
钴酸锂铝壳	Battery pack	Domestic	4.1	3.95	10,000 yuan/ton
大三元铝壳（523）	Battery pack	Domestic	2.7	2.49	10,000 yuan/ton
The processing fee for LFP pole piece powder	4.2%≥Li≥3.6%	Domestic	0.6	0.60	10,000 yuan/ton	电碳
钴酸锂极片粉	55%≥Co≥50%；6.3%≥Li≥5.7%	Domestic	8.91	8.57	10,000 yuan/ton	折扣系数（%）：钴71-73；锂71-73

ESS

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