Battery
The overall operating rate is still below 50%. The price was basically the same as before, NCM module 0.8 yuan / wh. High nickel module 0.85 yuan / wh, LFP module 0.65 yuan / wh. As CATL and BYD enter the CTP field vigorously, there is still room for the price of power battery packages to decrease this year.
Cathode material:
NCM: The domestic ternary materials operating rate this week was generally less than 50%. In terms of market, the price of NCM has generally risen, and 3C 523 quotations have exceeded 120K yuan / ton, but since downstream demand has not yet officially started, the actual market turnover is not much.
NCM Precursor: Ternary precursors: similarly rising, the price of 523 precursors has reached 85,000 yuan/ ton or more, but the actual market performance is also poor. The prices of materials such as cobalt sulfate was still strong, and prices have maintained a slight increase this week.
LFP: The actual recovery of LFP this week was not good. The output in February is expected to be extremely bleak. At present, the price LFP was stable which was 42,000 yuan/ ton.
LMO: This week, more companies started to resume some production lines. On the downstream side, the overall market sentiment was poor. Prices remain stable.
Lithium Salt: Lithium salt companies in Sichuan and Jiangxi have gradually resumed production this week, but the overall recovery rate is still not high. Due to logistics restrictions, although downstream cathode companies have purchase inquiries, the market trading atmosphere is weak. Prices are basically stable
Anode material:
Recently, the shipment situation of the anode material market is poor, and the operating rate in other regions except South China is still not high. Product prices are based on the price before the Spring Festival, and the price of new orders is still under negotiation. However, due to the epidemic situation, domestic needle coke tentative price increases, graphitization coke insulation materials and resistance materials began a single discussion, traders were very pricey mood. According to ICCSINO, the operating rate of battery manufacturers is expected to increase significantly in March, and there will be a small climax in the procurement of anode materials.
Separator:
This week, separator companies have resumed work one after another, and some companies have postponed construction until the end of the month due to the severe epidemic situation. According to the relevant enterprise, it is mainly to execute urgent orders at present, most of the current orders are previous orders, and only a small number of orders after the holiday.
Electrolyte:
The electrolyte market has been mediocre recently, and many companies will concentrate on starting construction next week. The current market price of raw materials is relatively stable. As far as the current order situation is concerned, there will be a peak shipment in March, which will support the current solvent prices. At present, the price of iron lithium power electrolyte is about 30,000 yuan / ton, the price of ternary power electrolyte is 40,000 yuan / ton, and the price of energy storage electrolyte is about 25,000 yuan / ton.
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