Lithium Battery Cathode and Anode Industry Research Report

 

Lithium Battery Cathode and Anode Industry Research Report

 
 

  

ICC News Research Center

 

Content

 

Chapter 1 Lithium battery demand posts explosive growth, cathode and anode materials play a crucial role   5

Chapter 2 Lithium battery cathode materials market........................................................ 6

Section 1 Ternary cathode materials have excellent comprehensive performance, demand is expanding     9

1.1 China's ternary materials market prices broadly on upward trend....................... 9

1.2 Ternary materials output growth trend will continue in the medium and long term 10

1.3 Analysis of ternary precursor price variation.................................................... 12

1.4 Status-quo and outlook of ternary precursor market......................................... 12

Section 2 LCO price rises all the way up driven by rising raw material cost............... 13

Section 3 LFP cathode materials face price pressure, industry reshuffle deepens...... 15

3.1 NEV subsidy decreases, LFP faces price pressure............................................ 15

3.2 Overall LFP output will decrease in 2018, the concentration ratio of the industry is expected to increase.         16

Section 4 Analysis of LMO cathode materials market................................................ 17

4.1 Analysis of LMO price variation...................................................................... 17

4.2 The lukewarm performance of LMO battery is expected to change gradually.. 18

Section 5 Production status of major cathode materials enterprises in Jan. and Feb. of 2018  19

5.1 Xiamen Tungsten Co.,Ltd................................................................................. 19

5.2 Pulead............................................................................................................... 21

5.3 BTR.................................................................................................................. 22

5.4 Dynanonic........................................................................................................ 23

5.5 Jingbo Jinhe...................................................................................................... 24

5.6 Tianjin B&M.................................................................................................... 25

5.7 Hunan Shanshan............................................................................................... 26

5.8 Easpring............................................................................................................ 27

5.9 Hunan Soundon................................................................................................ 28

5.10 GEM............................................................................................................... 29

5.11 Changyuan Lico............................................................................................. 30

5.12 Shenzhen Zhenhua......................................................................................... 31

5.13 Umicore.......................................................................................................... 32

5.14 Hunan Shenghua............................................................................................ 33

5.15 Anda Energy Technology............................................................................... 34

5.16 Jiangmen KanHoo.......................................................................................... 35

Section 6 Price of cathode raw materials.................................................................... 36

6.1 Short-term volatility won't change the long-term upward trend of cobalt.......... 36

6.2 Lithium carbonate market analysis................................................................... 39

6.3 Nickel price is likely to stabilize....................................................................... 40

Section 7 Lithium battery cathode materials market outlook...................................... 44

Chapter 3 Lithium Battery anode materials.................................................................... 45

Section 1 Lithium battery anode material price.......................................................... 46

1.1 Natural graphite anode material price maintains stable..................................... 46

1.2 Artificial graphite anode material price basically holds steady amid rising raw material price       47

Section 2 Major lithium battery anode materials enterprises....................................... 48

2.1 Shenzhen BTR New Energy Materials Inc........................................................ 49

2.2 Shanghai Shanshan Tech Co., Ltd.................................................................... 51

2.3 Jiangxi Zichen Technology Co., Ltd................................................................. 53

2.4 Shenzhen Sinuo Industrial Development Co., Ltd............................................ 55

2.5 Dongguan Kaijin New Energy Technology Co., Ltd......................................... 56

2.6 Fujian XFH New Energy Material Co., Ltd....................................................... 58

2.7 Hunan shinzoom Technology Co., Ltd............................................................. 59

2.8 Jiangxi ZhengTuo New Energy Technology Co.,Ltd......................................... 60

Section 3 Lithium battery graphitization market......................................................... 61

Section 4 Lithium battery anode raw materials market............................................... 63

4.1 Needle Coke..................................................................................................... 63

4.2 Petroleum coke................................................................................................. 65

4.3 Spherical graphite............................................................................................. 66

Section 5 Lithium battery anode materials market outlook......................................... 67

List of charts

 

Figure 1.1 Lithium battery cost structure....................................................................................5

Figure 2.1 Proportions of various cathode materials...................................................................6

Figure 2.2 Installed capacity of various power battery systems, 2015 - 2017............................7

Figure 2.3 Raw materials required for making various ternary materials...................................8

Figure 2.4 Gross revenue of cathode materials (100 million yuan)............................................8

Figure 2.5 NCM price variation, 2017- Feb.2018......................................................................10

Figure 2.6 Price variation of ternary precursor NCM(OH)2 , 2017 - Feb. 2018........................12

Figure 2.7 LCO price variation, 2017 - Feb. 2018......................................................................14

Figure 2.8 LPF price variation, 2017 - Feb. 2018.......................................................................15

Figure 2.9 LMO price variation, 2017 - Feb. 2018.....................................................................17

Figure 2.10 Evolution of Xiamen Tungsten................................................................................19

Figure 2.11 Cobalt price variation，2017 - Feb. 2018...............................................................37

Figure 2.12 China's lithium production capacity change....................................................... ....39

Figure 2.13 LCO price variation, 2017 -Feb. 2018      ................................................................. ..40

Figure 2.14 High-nickel ternary materials will grow substantially in the next two years..........41

Figure 2.15 Ni price variation, 2017 - Feb. 2018........................................................................42

Figure 2.16 NiSO4·6H2O price variation, 2017 - Feb. 2018......................................................43

Figure 3.1 Classification of anode materials...............................................................................45

Figure 3.2 Mid-tier natural graphite anode material product price, 2011-2017 (10,000 yuan/t).46

Figure 3.3 Mid-tier artificial graphite anode material product price, 2011-2017 (10,000 yuan/ton)......................................................................................................................................47

Figure3.4 The proportion of major domestic anode material enterprises by output (%), 2017...49

Figure 3.5 Product type of BTR's anode materials......................................................................50

Figure 3.6 Product type of Shanshan's anode materials...............................................................52

Figure 3.7 Product type of Zichen's anode materials...................................................................54

Figure 3.8 Capacity and output of Zichen's anode materials.......................................................55

Figure 3.9 Contract graphitization processing price trend, 2011-2017 (10,000 yuan/ton)..........62

Figure 3.10 Needle coke price trend of domestic enterprises, Jan-Dec 2017..............................64

Figure 3.11 Needle coke price trend of overseas enterprises, Jan-Dec, 2017..............................64

Figure 3.12 Price trend of the second factory of Fushun Petrochemical's low-sulphur petroleum coke(yuan/t), Jan.-Dec. 2017........................................................................................................65

Figure 3.13 Price trend of large ball of spherical graphite (yuan/t)..............................................66

 

 

 

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