The current market situation of lithium-ion battery cathode materials and the price of lithium-ion battery cathode materials. Driven by national policies and the rapid development of new energy vehicles, domestic lithium-ion battery manufacturers have also substantially expanded their production, and the demand for lithium-ion battery cathode materials has increased significantly. The price of needle coke, the basic raw material for lithium-ion battery anode materials, has risen sharply, with an astonishing increase.

Current situation of the cathode material market for lithium-ion batteries

The negative electrode material is an important link that affects the capacity of lithium-ion batteries. From the perspective of the product structure of anode materials, carbon anode materials, which mainly include natural graphite, artificial graphite and medium carbon microspheres, still occupy an absolute dominant position.

On a global scale, the current lithium-ion battery anode material processing companies in my country and Japan are very important. my country's advantage is graphite resources, and Japan's advantage is technology. The market for anode material products is an obvious oligopoly. With the advancement of technology, the current negative electrode materials of lithium-ion batteries have developed from a single artificial graphite to natural graphite, medium-phase carbon microspheres, artificial graphite, soft carbon/hard carbon, amorphous carbon, lithium titanate, silicon, etc. A kind of negative electrode material, such as carbon alloy.

In the next few years, the overall market demand for anode materials for lithium-ion batteries will continue to grow. In terms of anode material types, natural graphite and artificial graphite will still dominate the entire anode material market. With the gradual increase in demand for large-capacity and high-performance anode materials in the entire market, and the gradual maturity of the preparation process of next-generation anode materials (such as silicon-based materials, etc.), the focus of the market will gradually shift to a new-generation anode material.

In the next three years, the market competition for lithium-ion battery anode materials will become more intense, and low-end repetitive production will be eliminated. Only companies with core technologies and favorable customer channels can achieve substantial development, and market concentration will be the second and third positive. As for materials companies, operating pressure is undoubtedly increasing, and they need to plan ahead.

Lithium battery cathode material price

In the second half of 2017, the price of lithium battery cathode materials entered a rising channel. The important thing is that environmental protection supervision has become stricter, and some graphitization production cannot be used, which increases the production cost of graphitization by 0.4 to 6,000 yuan/ton per ton. In addition, the supply of needle coke was tight in the first half of 2017, and the price of raw materials rose sharply. In 2018, the price of needle coke is still at a high level, and the domestic supply of needle coke is tight. Therefore, the price of anode materials decreased slightly in 2018.

With the gradual construction and release of large-scale production by leading enterprises such as Shandong Iron and Steel Co., Ltd., the bargaining power of these large-scale enterprises has become stronger and stronger. The price of anode materials is expected to start to decline in the second half of 2018. After the price increase in 2017, this year's anode material may go down again.

The lithium battery anode material market has been very stable recently. From the perspective of shipments, the subsequent operating rate is slowly increasing, and the situation is improving. Product prices are relatively stable. At present, the price of anode materials for domestic low-end products is 26,000-30,000 yuan/ton, medium-sized products are 48,000-62,000 yuan/ton, and high-end products are 70-100,000 yuan/ton.

The overall performance of the polar material market is good, but future price drops are unavoidable. The normal price of domestic high-end anode products is about 60,000-80,000 yuan/ton, the normal price of medium products is 40,000-60,000 yuan/ton, low-end products are 2-35,000 yuan/ton, and the price of graphitization is 1.8- 23,000 yuan/ton. The halving of the new energy policy and the abolition of local subsidy policies will harm the profitability of new energy vehicles to a certain extent, which will put a certain amount of pressure on the upstream market. On the other hand, new production and graphitization production will be concentrated in the second half of the year, and market supply will increase, which will affect the price of anode products.

The above is the current status of the lithium-ion battery anode material market and the price of lithium-ion battery anode materials. The editor believes that the industry should be more rational in the expansion of cathode materials for lithium-ion batteries. Only by developing high-quality cathode material products can a real breakthrough be achieved