carbon|graphite|graphite electrode|battery separator|anode material|natural graphite|needle coke|Lithium-ion battery|cathode material|carbon additive|activated carbon|special graphite|graphite &battery research report

Sep,2024	Output	Month on month	Year on year
NCM battery	52330 ton	-1.75%	-7.4%
LFP	236050 ton	+13.4%	+43.28%
Anode Material	191700 ton	+6.89%	+10.78%

Prices of lithium batteries and major materials in China

Cathode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Chart
Ni5 Ternary materials	523/power battery	Domestic	10.35	10.25	10,000 yuan/ton
Ni5 Ternary materials	Monocrystal 523	Domestic	11.55	11.40	10,000 yuan/ton
Ni5 Ternary materials	523/digital	Domestic	10	9.90	10,000 yuan/ton
Ni5 Ternary materials	Ni 55	Domestic	9.45	9.37	10,000 yuan/ton
Ni6 Ternary materials	Mono crystal 622	Domestic	12.3	12.18	10,000 yuan/ton
Ni6 Ternary materials	622/power battery	Domestic	11.65	11.58	10,000 yuan/ton
Ni8 Ternary materials	811/ Nickel 80	Domestic	14.45	14.45	10,000 yuan/ton
Ni8 Ternary materials	NCA	Domestic	14.65	14.65	10,000 yuan/ton
LFP	Power battery	Domestic	3.37	3.38	10,000 yuan/ton
LFP	ESS battery	Domestic	3.31	3.33	10,000 yuan/ton
LMO	Small power battery	Domestic	3.35	3.47	10,000 yuan/ton
LMO	High tap density	Domestic	3.2	3.29	10,000 yuan/ton
LMO	Low-capacity	Domestic	2.9	2.99	10,000 yuan/ton
LCO	4.35V	Domestic	13.65	13.89	10,000 yuan/ton
Ternary precursor	523	Domestic	6.3	6.43	10,000 yuan/ton
Ternary precursor	622	Domestic	6.8	7.09	10,000 yuan/ton
Ternary precursor	811	Domestic	7.95	8.08	10,000 yuan/ton
Electrolytic cobalt	≥99.8%	Domestic	17.6	17.79	10,000 yuan/ton
Cobalt sulfate	≥20.5%	Domestic	2.7	2.74	10,000 yuan/ton
Electrolytic nickel	1#	Domestic	12.47	12.71	10,000 yuan/ton
Manganese sulfate	Battery-grade	Domestic	0.61	0.62	10,000 yuan/ton
Nickel sulfate	Battery-grade	Domestic	2.63	2.71	10,000 yuan/ton
Lithium hydroxide	56.5% coarse particles	Domestic	7.01	6.90	10,000 yuan/ton
Lithium carbonate	Battery grade 99.5%(ore)	Domestic	7.63	7.78	10,000 yuan/ton
Lithium carbonate	Industrial Grade 99.1% (Salt Lake)	Domestic	7.18	7.31	10,000 yuan/ton
Spodumene concentrate	6%	Australia	810	777.14	USD/ton (CIF)
Cobaltosic oxide (Co3O4)	≥72%	Domestic	11.15	11.33	10,000 yuan/ton
Ferric phosphate	Battery-grade	Domestic	1.07	1.04	10,000 yuan/ton
Manganese dioxide	LMO	Domestic	1.52	1.54	10,000 yuan/ton
Anode material and raw material
Name	Spec	Producer	price	Last month price	Unit	Chart
Anode materials	High-end		57500	57500.00	yuan/ton
High-end power	350-360mAh/g		48500	48500.00	yuan/ton
Medium-end	340-350mAh/g		30500	30500.00	yuan/ton
Silicon Dioxide （1st Gen）	Monomer		122500	122500.00	yuan/ton
CVD Silicon Anode	Monomer		850000	850000.00	yuan/ton
Separator
Name	Spec	Producer	price	Last month price	Unit	Chart
Membrane	5μm/wet	Domestic/Medium-end	1.35	1.35	yuan/sq.m.
Membrane	7μm/wet	Domestic/Medium-end	0.84	0.84	yuan/sq.m.
Membrane	9μm/wet	Domestic/Medium-end	0.81	0.81	yuan/sq.m.
Membrane	12μm/dry	Domestic/Medium-end	0.44	0.44	yuan/sq.m.
Membrane	16μm/dry	Domestic/Medium-end	0.4	0.40	yuan/sq.m.
Separator	7+2um ceramic coating separator	Domestic/Medium-end	1.03	1.03	yuan/sq.m.
Separator	7+2+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.28	1.28	yuan/sq.m.
Separator	7+2+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.48	1.48	yuan/sq.m.
Separator	9+3um ceramic coating separator	Domestic/Medium-end	0.98	0.98	yuan/sq.m.
Separator	9+3+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.25	1.25	yuan/sq.m.
Separator	9+3+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.45	1.45	yuan/sq.m.
Separator	12+4um ceramic coating separator	Domestic/Medium-end	1.05	1.05	yuan/sq.m.
Electrolyte & raw materials
Name	Spec	Producer	price	Last month price	Unit	Chart
Electrolyte (Ex-factory price including tax)	Ternary/cylindrical/2600mAh		2.01	1.97	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	LMO		1.26	1.22	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	For LFP (ESS)		1.85	1.81	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Domestic	6.1	5.69	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Export	6.7	6.19	10,000 yuan/ton
LiFSI	Solid state	Domestic	10.7	10.50	10,000 yuan/ton
EMC (Ex-factory with tax)	Battery-grade	Domestic	0.73	0.75	10,000 yuan/ton
DMC (Ex-factory with tax)	Battery-grade	Domestic	0.51	0.52	10,000 yuan/ton
EC (Ex-factory with tax)	Battery-grade	Domestic	0.5	0.51	10,000 yuan/ton
DEC (Ex-factory with tax)	Battery-grade	Domestic	0.92	1.01	10,000 yuan/ton
PC (Ex-factory with tax)	Battery-grade	Domestic	0.74	0.76	10,000 yuan/ton
FEC	Battery-grade		3.9	3.90	10,000 yuan/ton
PS	Battery-grade		7	6.60	10,000 yuan/ton
VC	Battery-grade		5	5.00	10,000 yuan/ton
Auxiliary materials
Name	Spec	Producer	price	Last month price	Unit	Chart
Processing Fee of Battery-grade Copper Foil	6um	Domestic	1.9	1.88	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	8um	Domestic	1.65	1.62	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	4.5um	Domestic	3.25	3.03	10,000 yuan/ton
Electrolytic Copper	1#	Domestic	7.44	7.53	10,000 yuan/ton
Electrolytic Aluminum	Average Price	Domestic	1.97	2.09	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (For 3C)	10μ	Domestic	1.9	1.90	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (EV battery)	12μ	Domestic	1.45	1.48	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (EV battery)	13μ	Domestic	1.43	1.45	10,000 yuan/ton
Aluminum soft packaging film	152μm/power	Domestic	14	14.00	yuan/sq.m.
Aluminum soft packaging film	113μm/digital	Domestic	12	12.00	yuan/sq.m.
Aluminum soft packaging film	152μm/power	Import	22.5	22.50	yuan/sq.m.
Aluminum soft packaging film	113μm/digital	Import	22	22.00	yuan/sq.m.
R142b	Without packaging		1.2	1.20	10,000 yuan/ton
PVDF	NCM		11.65	11.59	10,000 yuan/ton
PVDF	LFP		5.35	5.29	10,000 yuan/ton
lithium ion battery
Name	Spec	Producer	price	Last month price	Unit	Chart
Square power cell (without VAT)	NCM	Domestic	0.45	0.45	Yuan/Wh
Square power cell (without VAT)	LFP	Domestic	0.35	0.35	Yuan/Wh
Square ternary(hight Ni) (without VAT)	Battery pack	Domestic	730	730.00	Yuan/Wh
Cylindrical lithium battery	2600mAh/18650	Domestic/Medium-end	3.65	3.65	yuan/unit
Small power battery 18650	Ternary/2600mAh	Domestic	4	4.00	yuan/unit
Battery Recycling
Name	Spec	Producer	price	Last month price	Unit	Chart
Large NCM Aluminum Shell(523)	Battery pack	Domestic	2.05	2.11	10,000 yuan/ton
LFP Aluminum Shell	Battery pack	Domestic	0.75	0.75	10,000 yuan/ton
Lithium Cobalt Oxide(LCO) Aluminum Shell	Battery pack	Domestic	2.83	2.89	10,000 yuan/ton
LCO Electrode Powder (Discount factor (%): Cobalt 70-72; Lithium 70-72)	55%≥Co≥50%；6.3%≥Li≥5.7%	Domestic	7.07	6.95	10,000 yuan/ton
The processing fee for LFP pole piece powder (Electric carbon)	4.2%≥Li≥3.6%	Domestic	0.58	0.58	10,000 yuan/ton

ESS

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