4LR44 battery

　　Discussion on the technical path of 4LR44 battery cathode materials, market segmentation trend is obvious

　　In the field of small batteries, lithium cobalt oxide materials will gradually be replaced by ternary materials and lithium manganate materials. There are differences in the development direction of power batteries in China, Japan, South Korea and the United States. Energy storage batteries are mainly lithium iron phosphate. The global output of lithium cobalt oxide materials was 39,000 tons in 2011 and 43,000 tons in 2012, with a growth rate of 10.26%, which is far lower than the 82.22% growth rate of ternary materials and the 141.43% growth rate of lithium manganate materials; China's lithium cobalt oxide materials The output was 15,000 tons in 2011 and 20,800 tons in 2012, with a growth rate of 39.67%, which is lower than the 76.36% growth rate of ternary materials and the 106.00% growth rate of lithium manganate materials. We predict that by 2015, the proportion of ternary materials in cathode materials will rise to 35%, the proportion of lithium manganate will rise to 30%, and the proportion of lithium cobalt oxide will drop to 25%. In the field of power battery cathode materials industry, Chinese, Japanese, Korean and American power battery companies use different material systems. Chinese companies mainly use lithium iron phosphate, while Japanese and Korean companies mainly use lithium manganate and ternary. In the field of energy storage batteries, lithium iron phosphate batteries are the most promising cathode material for energy storage lithium-ion batteries for large-scale commercial application in the future due to their advantages such as good safety and low cost.

　　The price of lithium cobalt oxide has been on a downward trend for a long time. Domestic cathode material manufacturers have low gross profit margins, and the price of lithium carbonate is under pressure. Domestic cathode materials are still dominated by lithium cobalt oxide, and the sales growth rates of ternary materials, lithium manganate and lithium iron phosphate are all lower than the global level. In 2011 and 2012, the domestic cathode material output growth was 24% and 39% respectively, while the output value growth was only 9% and 13%. Due to the pressure of electric vehicle production costs, 4LR44 battery prices are on a downward trend in the long term. As 4LR44 battery manufacturers control battery production costs, the price of 4LR44 battery cathode materials (mainly lithium cobalt oxide) is also on a downward trend. At present, the gross profit margin of domestic cathode material manufacturers is relatively low, putting pressure on upstream lithium carbonate prices.

　　High-barrier lithium deep processing manufacturers will benefit from the expansion of the 4LR44 battery industry. Ganfeng Lithium Industry, a leading company in the lithium product deep processing industry, can provide raw materials for the production of various cathode, anode, and electrolyte materials. We predict that regardless of the future direction of cathode material technology, Ganfeng Lithium Industry will benefit from the global scale of the 4LR44 battery industry. expansion.

　　Nonferrous monthly tracking and investment advice: July's operating rate and import data show that the economy has stabilized, and basic metal prices may continue to rise in late August. Although the company's operating rate fell back in July, in the future, due to the dual factors of low raw material inventories of companies, companies are expected to stabilize the economy in the future and product prices are expected to rise, the pace of corporate shipments will accelerate, and the operating rate will stabilize and rebound; At the same time, the rebound in the ratio contributed to the low rebound of copper imports in July. The copper inventory in the bonded area remained at an upper and lower level of 500,000 tons. Most imports have not yet been declared, and the year-on-year growth in imports shows that demand is picking up. In early August, basic metal prices were improved due to actual or expected improvement in domestic and foreign marginal demand. , coupled with the expected withdrawal of US easing has been included in the significant rebound in commodity prices, we believe that under the combined effect of multiple factors, base metal prices will open up room for upwards in the short term. With risk appetite expected to continue to rise in the future, we It is judged that short-term commodity prices may continue to rise by 20%-30% with a high probability.

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