CR2477 battery

In-depth analysis of the four major CR2477 battery material markets

From the perspective of price trends, affected by the correction in cobalt prices and the decline in lithium carbonate prices, the price of ternary materials has fallen, with NCM523 falling from a high of 230,000-240,000/ton to the current 175,000-180,000/ton; since this year, lithium hexafluorophosphate has been on the decline According to the trend, the current price is below 100,000/ton, and some prices have reached 80,000/ton, returning to the level before the price increase;

The price trend of electrolyte is positively related to the price of hexafluorophosphoric acid. However, electrolyte will rise in the second half of this year, mainly because the solvent production capacity is affected by environmental impact assessment, major factory overhaul and other factors, resulting in limited solvent DMC production capacity, and the price increase is expected to exceed 50%. It will last until the end of the year, so the price of electrolyte will rise in the second half of the year;

In the first half of this year, new graphitization production capacity began to be released, and processing fees began to decline. The artificial graphite raw material needle coke is driven by electrode graphite, and the supply is still relatively tight. The price of raw materials is at a high level. There is currently no price increase trend for anode materials, but there is no trend in the short term. Downside possible.

From the competitive landscape, among cathode materials, ternary materials have a significant trend of replacing lithium iron phosphate, with ternary materials accounting for about 50%. The market share of other lithium cobalt oxide and lithium manganate has not changed much; from the perspective of ternary materials alone Judging from the above, the proportion of high-nickel ternary elements in the first three quarters reached 10.1%, which has also increased significantly compared with the same period last year; the competition pattern of anode materials is relatively stable, and it depends on who can make a breakthrough in silicon-based materials; separators tend to be thinner and more functional , prices continue to fall, industrial chain extensions are increasing, the competitive landscape is becoming differentiated, and the proportion of the top six continues to increase.

From the perspective of development trends, the energy density of lithium batteries continues to increase, especially for power batteries. Increasing the gram capacity of active materials is a more effective means. For example, cathode materials currently mainly increase the gram capacity of ternary materials by increasing the nickel content, and negative electrode materials Silicon-carbon composite is used to increase the gram capacity.

Although the high-nickel ternary trend is confirmed, there are still many problems in its application, especially in prismatic and soft-pack power batteries; silicon-based anode materials can be stably produced, but they also face problems such as conductive agent and electrolyte matching; it is expected that by 2020 Only silicon carbon and high nickel can be penetrated in large quantities and at a high proportion.

Separators tend to be thinner and more functional; electrolyte additives are the core competitiveness of each company. In the future, the development of new lithium salt additives (such as LiFSI) and special additives for high-nickel electrolytes will be accelerated.

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