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

Apr,2025	Output	Month on month	Year on year
NCM battery	56220 ton	+3.84%	-5.03%
LFP	280700 ton	+3.91%	+39.62%
Anode Material	218200 ton	+4.65%	+18.36%

Prices of lithium batteries and major materials in China

Cathode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Chart
NCM 523 materials	NCM 523/EV battery	Domestic	11.25	11.71	10,000 yuan/ton
NCM 523 materials	Monocrystal NCM 523	Domestic	12.4	12.86	10,000 yuan/ton
NCM 523 materials	NCM 523/digital	Domestic	11	11.46	10,000 yuan/ton
NCM 523 materials	Ni 55	Domestic	10.35	10.77	10,000 yuan/ton
NCM 622 materials	Monocrystal NCM622	Domestic	12.75	13.08	10,000 yuan/ton
NCM 622 materials	622/EV battery	Domestic	12.1	12.43	10,000 yuan/ton
NCM 811 materials	811/ Nickel 80	Domestic	14.55	14.71	10,000 yuan/ton
NCM 811 materials	NCA	Domestic	14.75	14.91	10,000 yuan/ton
LFP	EV battery	Domestic	3.03	3.19	10,000 yuan/ton
LFP	ESS battery	Domestic	2.88	3.05	10,000 yuan/ton
LMO	LEV battery	Domestic	3.2	3.25	10,000 yuan/ton
LMO	High tap density	Domestic	3.05	3.10	10,000 yuan/ton
LMO	Low-capacity	Domestic	2.75	2.80	10,000 yuan/ton
LCO	4.35V	Domestic	21.05	22.46	10,000 yuan/ton
NCM precursor	523	Domestic	7.7	7.86	10,000 yuan/ton
NCM precursor	622	Domestic	7.95	8.08	10,000 yuan/ton
NCM precursor	811	Domestic	8.78	8.88	10,000 yuan/ton
Electrolytic cobalt	≥99.8%	Domestic	23.3	23.98	10,000 yuan/ton
Cobalt sulfate	≥20.5%	Domestic	4.78	4.89	10,000 yuan/ton
Electrolytic nickel	1#	Domestic	12.21	12.50	10,000 yuan/ton
Manganese sulfate	Battery grade	Domestic	0.59	0.59	10,000 yuan/ton
Nickel sulfate	Battery grade	Domestic	2.78	2.80	10,000 yuan/ton
Lithium hydroxide	56.5% coarse particles	Domestic	6.16	6.54	10,000 yuan/ton
Lithium carbonate	Battery grade 99.5%(ore)	Domestic	6.07	6.52	10,000 yuan/ton
Lithium carbonate	Industrial Grade 99.1% (Salt Lake)	Domestic	5.83	6.28	10,000 yuan/ton
Spodumene concentrate	6%	Australia	630	711.58	USD/ton (CIF)
Cobaltosic oxide (Co3O4)	≥72%	Domestic	19.75	21.32	10,000 yuan/ton
Ferric phosphate	Battery grade	Domestic	1.07	1.08	10,000 yuan/ton
Manganese dioxide	LMO	Domestic	1.5	1.51	10,000 yuan/ton
Anode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Chart
Anode materials	High-end		57500	57500.00	yuan/ton
High-end for EV	350-360mAh/g		48500	48500.00	yuan/ton
Medium-end	340-350mAh/g		32000	32000.00	yuan/ton
CVD Silicon Anode	Monomer		750000	750000.00	yuan/ton
Silicon Dioxide （1st Gen）	Monomer		115000	115000.00	yuan/ton
Separator
Name	Spec	Producer	price	Last month price	Unit	Chart
Base film	5μm/wet	Domestic/Medium-end	1.25	1.25	yuan/sq.m.
Base film	7μm/wet	Domestic/Medium-end	0.68	0.75	yuan/sq.m.
Base film	9μm/wet	Domestic/Medium-end	0.69	0.75	yuan/sq.m.
Base film	12μm/dry	Domestic/Medium-end	0.46	0.46	yuan/sq.m.
Base film	16μm/dry	Domestic/Medium-end	0.43	0.43	yuan/sq.m.
Separator	7+2um Ceramic Coating Separator	Domestic/Medium-end	0.88	0.94	yuan/sq.m.
Separator	7+2+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.08	1.18	yuan/sq.m.
Separator	7+2+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.28	1.38	yuan/sq.m.
Separator	9+3um Ceramic Coating Separator	Domestic/Medium-end	0.89	0.94	yuan/sq.m.
Separator	9+3+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.09	1.18	yuan/sq.m.
Separator	9+3+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.29	1.38	yuan/sq.m.
Separator	12+4um Ceramic Coating Separator	Domestic/Medium-end	0.98	1.00	yuan/sq.m.
Electrolyte & raw materials
Name	Spec	Producer	price	Last month price	Unit	Chart
Electrolyte (Ex-factory price including tax)	NCM/cylindrical/2600mAh		1.94	1.96	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	LMO		1.2	1.21	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	For LFP (ESS)		1.78	1.80	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Domestic	5.22	5.47	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Export	5.53	5.91	10,000 yuan/ton
LiFSI	Solid state	Domestic	9.3	9.45	10,000 yuan/ton
EMC (Ex-factory with tax)	Battery grade	Domestic	0.66	0.68	10,000 yuan/ton
DMC (Ex-factory with tax)	Battery grade	Domestic	0.43	0.45	10,000 yuan/ton
EC (Ex-factory with tax)	Battery grade	Domestic	0.42	0.46	10,000 yuan/ton
DEC (Ex-factory with tax)	Battery grade	Domestic	0.88	0.89	10,000 yuan/ton
PC (Ex-factory with tax)	Battery grade	Domestic	0.71	0.72	10,000 yuan/ton
VC	Battery grade		4.9	4.98	10,000 yuan/ton
PS	Battery grade		7.55	7.65	10,000 yuan/ton
FEC	Battery grade		3.3	3.40	10,000 yuan/ton
Auxiliary materials
Name	Spec	Producer	price	Last month price	Unit	Chart
Processing Fee of Battery-grade Copper Foil	8um	Domestic	1.65	1.65	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	4.5um	Domestic	3.25	3.25	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	6um	Domestic	1.9	1.90	10,000 yuan/ton
Electrolytic Copper	1#	Domestic	7.94	7.85	10,000 yuan/ton
Electrolytic Aluminum	Average Price	Domestic	2.07	2.01	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (For 3C)	10μ	Domestic	1.9	1.90	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (EV battery)	12μ	Domestic	1.45	1.45	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (EV battery)	13μ	Domestic	1.3	1.30	10,000 yuan/ton
Aluminum Plastic Film	152μm/power	Domestic	14	14.00	yuan/sq.m.
Aluminum Plastic Film	113μm/digital	Domestic	12	12.00	yuan/sq.m.
Aluminum Plastic Film	152μm/power	Import	22.5	22.50	yuan/sq.m.
Aluminum Plastic Film	113μm/digital	Import	22	22.00	yuan/sq.m.
PVDF	LFP		5.65	5.65	10,000 yuan/ton
PVDF	NCM		11.95	11.95	10,000 yuan/ton
R142b	Without packaging		1.2	1.20	10,000 yuan/ton
lithium ion battery
Name	Spec	Producer	price	Last month price	Unit	Chart
Prismatic EV cell (without VAT)	NCM	Domestic	0.44	0.44	Yuan/Wh
Prismatic EV cell (without VAT)	LFP	Domestic	0.34	0.34	Yuan/Wh
Prismatic NCM(high Ni) (without VAT)	Battery pack	Domestic	715	715.00	Yuan/Wh
Cylindrical Lithium Battery	2600mAh/18650	Domestic/Medium-end	3.65	3.65	yuan/unit
LEV battery 18650	Ternary/2600mAh	Domestic	4	4.00	yuan/unit
Battery Recycling
Name	Spec	Producer	price	Last month price	Unit	Chart
LCO (Al.) Pack	Battery pack	Domestic	3.39	3.48	10,000 yuan/ton
LFP (Al.) Pack	Battery pack	Domestic	0.78	0.78	10,000 yuan/ton
NCM523 (Al.) Pack	Battery pack	Domestic	2.23	2.31	10,000 yuan/ton
LCO Electrode Powder (Discount factor (%): Cobalt 70-72; Lithium 70-72)	55%≥Co≥50%；6.3%≥Li≥5.7%	Domestic	12.78	12.81	10,000 yuan/ton
The processing fee for LFP pole piece powder (Electric carbon)	4.2%≥Li≥3.6%	Domestic	0.58	0.58	10,000 yuan/ton

ESS

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