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Weekly Review: Yellow phosphorus price fluctuate(5.15-5.21)

Large  Small Date:2021-05-28

Disclaimer: The above data information origins from ICCSINO, for reference only, not as a basis for trading.

 

Market Highlights of the Week

 

Lithium Battery:

Lithium battery:

The power battery market is relatively stable, and leading companies continue to operate at full capacity. The digital battery market has gradually entered the off-season, and the prices of low-end cylindrical products have fallen slightly in recent times, but the increase is still relatively large compared to last year's high, and the downstream acceptance is acceptable. Looking at the outlook for the market, there are still differences among companies in terms of demand in the third quarter and should not be blindly optimistic.

Cathode Material:

Lithium iron phosphate (LFP):

Lithium iron phosphate is stable. Affected by the power curtailment in Yunnan in recent times, yellow phosphorus enterprises have been shut down and stopped production, which has caused the price of yellow phosphorus to rise sharply, and the price of raw material phosphoric acid also rose passively. In this context, the cost of iron orthophosphate materials that are already in short supply will rise in the short to medium term, and the price may increase in the future, which requires close attention.

 

Ternary Material:

This week, the domestic ternary material market was operating smoothly, and the price of high-nickel models increased. From a market perspective, the downstream power battery market demand is still strong, the raw material end nickel salt price is strong, and the price of lithium hydroxide is superimposed, and the upstream and downstream support the price increase of high nickel materials. It is expected that some conventional ternary materials will remain stable in the short term; High-nickel type runs stably, medium and strong. In terms of price, the current price of nickel 55 type ternary material is between 14.5-15 million/ton, the price of NCM523 digital type ternary material is between 1.5-155,000/ton, and the price of NCM811 type ternary material is between 19.4-202,000/ton. Between tons, an increase of 3,500/ton from the same period last week.

 

NCM Precursor:

The price of nickel and cobalt raw materials fluctuated and weakened this week, and the domestic ternary precursor price remained stable for the time being. From the market point of view, related companies have recently released news about the increase in nickel ore supply. The expected supply will be good in the future, and the nickel price will fall and adjust, and gradually return to an equilibrium position; the domestic cobalt market continues to be weak, affected by the shortage of chips, and terminal consumer demand weakens; The willingness to purchase downstream is not high, but the recent international cobalt price has stopped falling and rebounded slightly, which will have a certain positive stimulus for the domestic cobalt market. In terms of price, the quotations of conventional 523 type ternary precursors this week are between 103,000 and 108 thousand per ton, and the quotations of cobalt sulfate are between 70 thousand and 75 thousand per ton, a decrease of 10,000 yuan per ton from the same period last week, and the quotation of nickel sulfate Between 33,000 and 34,000/ton, an increase of 1 million yuan/ton from the same period last week, and the offer price of manganese sulfate is between 0.68 and 7,300/ton.

Anode Material:

Recently, the lithium battery anode material market has continued to perform well, and the shipments of large manufacturers have basically reached the current limit. Small and medium-sized manufacturers are facing insufficient graphitization production capacity, and output even has a slight decline. Overall, the entire lithium battery anode material market will face graphitization this year The production capacity bottleneck, and the anode manufacturers with a high proportion of self-made graphitization have obvious advantages at this stage. In the downstream market, the power and energy storage markets are developing strongly, and the two application end markets of their own have a large increase. In the case of supply trends, some large manufacturers have begun to contract production capacity from negative electrode manufacturers to ensure supply. In the short-term, it is expected that the negative electrode material will continue to improve, and the price will stabilize.

Electrolyte:

The electrolyte is still a very troublesome material for battery manufacturers in the near future. This month, a VC manufacturer’s overhaul has made the material with obvious supply and demand gaps worse, and the prices of traders have broken everyone’s imagination. The upper limit of the price of lithium hexafluorophosphate is also continuing to be refreshed, and the price of individual zero orders has reached 320,000 yuan/ton. In the face of severe raw material supply situation, the price of electrolyte is also rising. Except for the battery manufacturers in the first echelon, the purchase price of electrolyte for small and medium-sized battery manufacturers is over 70,000 yuan/ton. On the whole, electrolyte prices will remain high this year.

Separators:

This week, the domestic separator market continued to maintain a tight balance between supply and demand. Head separator companies continued to reach full production, and the output of small and medium separator companies maintained a slight increase. In terms of prices, separator  prices are still dominated by stability, and major separator  companies have not yet conducted large-scale price adjustments. In terms of raw materials, the supply of PVDF is relatively tight. The Midland New Material Wet Separator  Project is expected to start construction in June. The time to market for the product will be determined according to the construction progress of the project. We have mastered the manufacturing technology of high-end separator of 5um, 7um, 9um, and 12um.

 
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