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

Sep,2024	Output	Month on month	Year on year
NCM battery	52330 ton	-1.75%	-7.4%
LFP	236050 ton	+13.4%	+43.28%
Anode Material	191700 ton	+6.89%	+10.78%

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	10.45	10.65	10,000 yuan/ton
Ni5 Ternary materials	Monocrystal 523	Domestic	11.55	11.75	10,000 yuan/ton
Ni5 Ternary materials	523/digital	Domestic	10.1	10.29	10,000 yuan/ton
Ni5 Ternary materials	Ni 55	Domestic	9.45	9.54	10,000 yuan/ton
Ni6 Ternary materials	Mono crystal 622	Domestic	12.15	12.13	10,000 yuan/ton
Ni6 Ternary materials	622/power battery	Domestic	11.7	11.78	10,000 yuan/ton
Ni8 Ternary materials	811/ Nickel 80	Domestic	14.85	14.97	10,000 yuan/ton
Ni8 Ternary materials	NCA	Domestic	15.05	15.17	10,000 yuan/ton
LFP	Power battery	Domestic	3.29	3.29	10,000 yuan/ton
LFP	ESS battery	Domestic	3.22	3.25	10,000 yuan/ton
LMO	Small power battery	Domestic	3.55	3.12	10,000 yuan/ton
LMO	High tap density	Domestic	3.35	2.92	10,000 yuan/ton
LMO	Low-capacity	Domestic	3.05	2.62	10,000 yuan/ton
LCO	4.35V	Domestic	13.9	14.09	10,000 yuan/ton
Ternary precursor	523	Domestic	6.55	6.65	10,000 yuan/ton
Ternary precursor	622	Domestic	7.3	7.40	10,000 yuan/ton
Ternary precursor	811	Domestic	8.25	8.25	10,000 yuan/ton
Electrolytic cobalt	≥99.8%	Domestic	18	17.07	10,000 yuan/ton
Cobalt sulfate	≥20.5%	Domestic	2.8	2.89	10,000 yuan/ton
Electrolytic nickel	1#	Domestic	13.39	12.62	10,000 yuan/ton
Manganese sulfate	Battery-grade	Domestic	0.63	0.61	10,000 yuan/ton
Nickel sulfate	Battery-grade	Domestic	2.83	2.81	10,000 yuan/ton
Lithium hydroxide	56.5% coarse particles	Domestic	6.74	7.16	10,000 yuan/ton
Lithium carbonate	Battery grade 99.5%(ore)	Domestic	7.39	7.64	10,000 yuan/ton
Lithium carbonate	Industrial Grade 99.1% (Salt Lake)	Domestic	6.94	7.05	10,000 yuan/ton
Spodumene concentrate	6%	Australia	760	774.29	USD/ton (CIF)
Cobaltosic oxide (Co3O4)	≥72%	Domestic	11.8	11.80	10,000 yuan/ton
Ferric phosphate	Battery-grade	Domestic	1.04	1.04	10,000 yuan/ton
Manganese dioxide	LMO	Domestic	1.56	1.55	10,000 yuan/ton
Anode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Remark
Manganese dioxide	LMO	Domestic	1.56	1.55	10,000 yuan/ton
Anode materials	Middle-end		37000	37000.00	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	1.35	1.35	yuan/sq.m.
Membrane	7μm/wet	Domestic/Medium-end	0.84	0.84	yuan/sq.m.
Membrane	9μm/wet	Domestic/Medium-end	0.81	0.81	yuan/sq.m.
Membrane	12μm/dry	Domestic/Medium-end	0.44	0.44	yuan/sq.m.
Membrane	16μm/dry	Domestic/Medium-end	0.4	0.40	yuan/sq.m.
Separator	7+2um ceramic coating separator	Domestic/Medium-end	1.03	1.03	yuan/sq.m.
Separator	7+2+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.28	1.28	yuan/sq.m.
Separator	7+2+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.48	1.48	yuan/sq.m.
Separator	9+3um ceramic coating separator	Domestic/Medium-end	0.98	0.98	yuan/sq.m.
Separator	9+3+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.25	1.25	yuan/sq.m.
Separator	9+3+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.45	1.45	yuan/sq.m.
Electrolyte & raw materials
Name	Spec	Producer	price	Last month price	Unit	Remark
Separator	12+4um ceramic coating separator	Domestic/Medium-end	1.05	1.05	yuan/sq.m.
Electrolyte	Ternary/cylindrical/2600mAh		1.97	1.93	10,000 yuan/ton	Ex-factory price including tax
Electrolyte	LMO		1.21	1.18	10,000 yuan/ton	Ex-factory price including tax
Electrolyte	For LFP (ESS)		1.8	1.76	10,000 yuan/ton	Ex-factory price including tax
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Domestic	5.6	5.46	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Export	6.13	6.06	10,000 yuan/ton
LiFSI	Solid state	Domestic	10.5	10.50	10,000 yuan/ton
EMC	Battery-grade	Domestic	0.79	0.76	10,000 yuan/ton	Ex-factory with tax
DMC	Battery-grade	Domestic	0.54	0.49	10,000 yuan/ton	Ex-factory with tax
EC	Battery-grade	Domestic	0.53	0.50	10,000 yuan/ton	Ex-factory with tax
DEC	Battery-grade	Domestic	1.03	0.94	10,000 yuan/ton	Ex-factory with tax
PC	Battery-grade	Domestic	0.77	0.75	10,000 yuan/ton	Ex-factory with tax
PS	Battery-grade		6.6	6.60	10,000 yuan/ton
FEC	Battery-grade		3.9	3.90	10,000 yuan/ton
Auxiliary materials
Name	Spec	Producer	price	Last month price	Unit	Remark
VC	Battery-grade		4.95	4.95	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	8um	Domestic	1.45	1.45	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	6um	Domestic	1.7	1.70	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	4.5um	Domestic	3.1	3.10	10,000 yuan/ton
Electrolytic Copper	1#	Domestic	7.69	7.49	10,000 yuan/ton
Electrolytic Aluminum	Average Price	Domestic	2.07	1.97	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil	10μ	Domestic	1.9	2.03	10,000 yuan/ton	For 3C
Processing Fee of Battery Aluminum Foil	12μ	Domestic	1.48	1.48	10,000 yuan/ton	EV battery
Processing Fee of Battery Aluminum Foil	13μ	Domestic	1.45	1.45	10,000 yuan/ton	EV battery
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.
R142b	Without packaging		1.2	1.20	10,000 yuan/ton
PVDF	NCM		11.5	12.25	10,000 yuan/ton
lithium ion battery
Name	Spec	Producer	price	Last month price	Unit	Remark
PVDF	LFP		5.2	5.35	10,000 yuan/ton
Square power cell	NCM	Domestic	0.45	0.45	Yuan/Wh	without VAT
Square power cell	LFP	Domestic	0.35	0.35	Yuan/Wh	without VAT
Square ternary(hight Ni)	Battery pack	Domestic	730	730.95	Yuan/Wh	without VAT
Cylindrical lithium battery	2600mAh/18650	Domestic/Medium-end	3.65	3.65	yuan/unit
Battery Recycling
Name	Spec	Producer	price	Last month price	Unit	Remark
Small power battery 18650	Ternary/2600mAh	Domestic	4	4.00	yuan/unit
Lithium Cobalt Oxide(LCO) Aluminum Shell	Battery pack	Domestic	2.98	3.01	10,000 yuan/ton
LFP Aluminum Shell	Battery pack	Domestic	0.75	0.74	10,000 yuan/ton
Large NCM Aluminum Shell(523)	Battery pack	Domestic	2.15	2.10	10,000 yuan/ton
LCO Electrode Powder	55%≥Co≥50%；6.3%≥Li≥5.7%	Domestic	7.03	7.22	10,000 yuan/ton	Discount factor (%): Cobalt 70-72; Lithium 70-72
The processing fee for LFP pole piece powder	4.2%≥Li≥3.6%	Domestic	0.58	0.58	10,000 yuan/ton	Electric carbon

ESS

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