Overproduction of key materials, lithium-ion battery prices will continue to fall

According to industry insiders, the price of lithium-ion batteries will continue to fall in the second half of the year. The output of the four key materials such as diaphragms and electrolytes has been surplus, and new projects are still in progress. The price war for lithium-ion battery materials will continue and the development of mid-to-high-end products This is the way out for the company in the future. The price of lithium-ion batteries is expected to fall in the second half of this year, because the prices of products in the entire industrial chain of lithium-ion batteries are going down. According to Yu Qingjiao, chairman of my country Battery Network. Overproduction has become a reality, and new production is still going on. Lithium-ion battery material manufacturers are squeezed by major international material manufacturers on the one hand, and on the other hand are facing price disorderly competition triggered by overproduction. Among them, lithium iron phosphate The material is particularly serious, and the yield utilization rate is only below 10%. Dr. Zhang Xiaofei of Advanced Lithium Battery once said. In 2012, China produced about 24,000 tons of lithium-ion battery electrolyte and consumed 3,000 tons of lithium hexafluorophosphate. The current production utilization rate of lithium hexafluorophosphate is less than 10%; in 2012, the total output of lithium-ion battery cathode materials by domestic companies was 43,000 tons, and the number of companies currently reached 195 Among them, more than 30 lithium iron phosphate material companies are in a state of suspension; in 2012, the shipment of anode materials was about 2.8 tons, and in 2012, the output of artificial graphite, natural graphite and mesocarbon microspheres and other anode materials was at least 4.5 10,000 tons; In 2012, the total output of domestic-funded lithium-ion battery separator companies was 180 million square meters, while the current domestic output is at least 200 million square meters. Dadongnan’s 60 million square meter lithium-ion battery isolation membrane project is expected to be put into operation at the end of 2013. Xingyuan Material, Grein, etc. also have their own new production plans; Fluoride will have a new production of 1,000 tons of lithium hexafluorophosphate in the second half of 2013 Release; Sichuan Airlines Group increased its capital by 35 million yuan to Sichuan Keneng Lithium Battery Co., Ltd., and invested in the construction of a lithium iron phosphate cathode material project with an annual output of 6,000 tons. The project will be completed and put into operation in 2014; Chengdu Xingneng New Materials Co., Ltd. invested and constructed a project The 3,000-ton anode material and 2,000-ton cathode material processing line project will be officially put into production at the end of September. This overproduction has led to price competition for battery materials, which has led to a decline in the gross profit margin of material manufacturers and weakened profitability. Therefore, large processors continue to expand production in order to reduce processing costs, and intensify industry competition, thereby forming industry-specific competition. Vicious circle.