August Lithium Battery Data Released: The skyrocketing raw materials drive material costs up significantly
In the third quarter, mainstream enterprises in various links of the industrial chain have successively launched new production capacity. The price increase of raw materials has obviously driven up downstream costs, and the price increase sentiment of battery products has become increasingly strong.
In terms of price: in August, domestic lithium battery material prices continued to rise generally, with lithium salts, manganese salts, electrolytes and related solvents leading the rise, which led to higher costs for downstream material manufacturers, and the quotations rose significantly. Cobalt salt products, affected by the weakness of the digital consumer market, shows a weak development trend.
Data source: ICC Lithium Battery Database
Cathode Materials | Domestic Cathode Materials Upgraded Steadily in August
According to the ICC Lithium Battery Database, the total output of the four major cathode materials in China in August was 87,200 tons, a year-on-year increase of 72.2% and a month-on-month increase of 3.6%. In terms of materials, the output of ternary materials was 34,900 tons, an increase of 74.4% year-on-year, and an increase of 4.8% month-on-month; the output of lithium iron phosphate was 37,400 tons, an increase of 158.3% year-on-year, and an increase of 7.2% month-on-month; the output of lithium cobalt oxide was 6,200 Tons, a month-on-month decrease of 20.0%; the output of lithium manganate was 8,800 tons, a month-on-month increase of 5.9%.
Data source: ICC Lithium Battery Database
Cathode material | High nickel material penetration rate continues to increase
According to the ICC Lithium Battery Database, the total domestic production of high nickel materials in August reached 15,000 tons, an increase of 257.2% year-on-year, and the market share has reached 43.1%. Among them, the market share of 8-series ternary materials is 40.9%, and the penetration rate continues to increase. And with the release of high nickel production capacity by leading companies in the fourth quarter, the market share of high nickel materials for the whole year is expected to reach 40%.
Data source: ICC Lithium Battery Database
Anode materials | Anode material output in August was 61 thousand tons, a year-on-year increase of 60.2%
According to the ICC Lithium Battery Database, the domestic output of anode materials reached 61 thousand tons in August, a year-on-year increase of 60.2% and a month-on-month increase of 5.0%. The total domestic output of anode materials from January to August was 424,300 tons, a year-on-year increase of 112.4%.
Data source: ICC Lithium Battery Database
Electrolyte | August electrolyte production of 39,000 tons, an increase of 60.0% year-on-year
According to the ICC Lithium Battery Database, the domestic electrolyte output in August was 39,000 tons, a year-on-year increase of 60.0% and a month-on-month increase of 6.4%. The total domestic electrolyte output from January to August was 259,800 tons, a year-on-year increase of 98.9%.
Data source: ICC Lithium Battery Database
Ternary Precursor | In August, the domestic production of ternary precursors was 56,500 tons, a year-on-year increase of 98.6%
According to the ICC Lithium Battery Database, the domestic output of ternary precursors in August was 56,500 tons, a year-on-year increase of 98.6% and a month-on-month increase of 1.6%. From January to August, the total domestic production of ternary precursors was 399,800 tons, a year-on-year increase of 140.9%.
Data source: ICC Lithium Battery Database
New Energy Vehicles | China Automobile Association: In August, the domestic sales of new energy vehicles were 321,000, a year-on-year increase of 1.8 times
According to data from the China Automobile Association: In August 2021, the domestic sales of new energy vehicles was 321,000, an increase of 1.8 times; the sales of pure electric vehicles was 265,000, an increase of 1.9 times; the sales of plug-in hybrid vehicles was 56,000. Vehicles, an increase of 1.7 times year-on-year. From January to August, the cumulative sales volume was 1.799 million, a year-on-year increase of 1.9 times.
Data source: CAAM
Power Battery | In August, the installed capacity of domestic power battery was 12.6GWh, a year-on-year increase of 144.9%
According to the China Automotive Power Battery Industry Innovation Alliance, in August 2021, my country's power battery installed capacity totaled 12.6GWh, a year-on-year increase of 144.9%. The loading capacity of ternary batteries and lithium iron phosphate batteries was 5.3GWh and 7.2GWh, respectively, up 51.9% and 361.8% year-on-year.
Data source: CAEV
Small Power | The domestic electric bicycle production from January to July was 16.202 million, a year-on-year increase of 33.6%
According to data from the Ministry of Industry and Information Technology, from January to July 2021, the domestic electric bicycle output was 20,158,000 units, a year-on-year increase of 26.0%.
Data source: MIIT
3C Digital | Domestic mobile phone shipments in August reached 24.306 million units, 5G accounted for 72.8%
According to data from China Academy of Information and Communications Technology, in August 2021, domestic mobile phone shipments totaled 24.306 million units, a year-on-year decrease of 9.7%; of which domestic 5G mobile phone shipments were 24.306 million units, accounting for 72.8% of mobile phone shipments during the same period. From January to August, the total mobile phone shipments in the domestic market totaled 227 million units, a year-on-year increase of 12.3%.
Data source: CAICT
Power Tools | Domestic power tool output from January to July was 157.629 million units, a year-on-year increase of 36.7%
According to data from the National Bureau of Statistics, from January to July 2021, the domestic output of electric portable tools was 157.629 million units, a year-on-year increase of 36.7%.
Data source: NBS
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