Explore the market for raw materials for lithium battery packs

by:CTECHi     2021-08-06

The rapid rise of new energy vehicles, energy storage power supplies, and data center computer rooms has driven the new development of the lithium battery pack industry, and the demand for industrial lithium batteries has continued to increase. Not only that, many people also attach great importance to the future trend of lithium batteries, hoping to get more market interpretations. In this regard, Xiaodian made a corresponding analysis based on this year's industrial lithium battery pack raw material market data, hoping to provide some guidance to peers. 1. The future market development prospects of industrial lithium batteries. Now lithium battery packs are developing in the direction of safety and standardization. The high precision, high efficiency, serialization and high automation production lines of equipment will become the general direction of industry development. Industrial lithium batteries are being invested. Used in outdoor sites, communication base stations, industrial equipment markets, etc., the demand for lithium-ion batteries in the future market will only increase. The industrial lithium battery energy storage market is still difficult to estimate how large it is, but everyone knows that this is another blue ocean market with endless potential for lithium battery packs after electric vehicles. Many market segments in this market include the industrial equipment market, wind and solar power generation equipment and grid energy storage market, home energy storage market, and other UPS power supply markets except for mobile base station power supplies. 2. Raw material analysis of lithium batteries Currently, lithium-ion batteries on the market are divided into three categories: ternary lithium batteries, lithium manganate, and lithium iron phosphate. Lithium battery pack materials are mainly composed of four parts: positive electrode material, negative electrode material, electrolyte, and separator. Among them, the cathode material is the most critical raw material for lithium batteries, accounting for more than 30% of the cost of lithium battery packs. Take lithium iron phosphate battery materials as an example: judging from the statistics of the cathode materials for industrial lithium battery raw materials, lithium iron phosphate battery packs, the data in October this year was 6560 tons, which is about 2.3% less than the same period last year, while the traditional peak season output Nor did it appear the high yields expected by everyone. On the contrary, there is a downward trend, especially in the northern region, where the performance is most obvious. There are two direct reasons for this problem: one is the environmental impact, and the other is the National Games impact. As we all know, we have always attached great importance to environmental protection. It’s just that although the intensity in the past has been great, it has not reached the point of rigor. However, this year’s investment in this area has increased and the intensity has also increased a lot, which has led to some The production of raw materials is restricted. In terms of price, the current mainstream transaction price of iron-lithium battery packs is around 90,000 yuan per ton. For some small retail investors, there may be a small room for growth, but for some large customers, there is no advantage in this regard. The industry believes that the cost of lithium iron phosphate has increased too fast and too suddenly, and because the price has not been transmitted well and the payment cycle is very long, the market situation this year is not as good as last year. All in all, industrial lithium battery packs will have a downward trend in production in the next few months, and prices may also fluctuate slightly. However, because of various materials, although the price of industrial lithium batteries will fluctuate, the floating space will not be very large, which also has a great relationship with the current development of the industry. With the leaning of national policies, the market orientation of energy saving and environmental protection, and the continuous strengthening of environmental awareness, the application of the lithium battery pack industry will develop faster. Relying on the technical advantages of small size, light weight, safety, environmental protection, and long service life, the energy storage electric lithium battery pack is gradually becoming the most competitive and influential provider in the lithium battery UPS power supply industry.

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