Lithium ion battery:
Vehicle power lithium ion market was continually warming up. According to the production arrangement of enterprises, it is expected to increase by about 10% in July compared with June. At present, the whole industry has not reached the peak level of last year, mainly due to the slow recovery of the Chinese new energy vehicle market. However, from a global point of view, due to the high subsidy amount, the sales volume of new energy vehicles in European market increased by more than 50% year-on-year. The annual sales volume is expected to compete with the Chinese market. The trend of fuel vehicles switching to new energy vehicles is becoming more and more clear. For Chinese lithium battery enterprises, the most important thing is to get through the painful period this year. In terms of price, the price of Fe Li module is 0.6 yuan / wh, ternary module is 0.75 yuan / wh.
Cathode
NCM & NCA:
The demand volume of NCM market was increasing. Especially in the non-power battery market, small power battery and low-end consumer market still show many growths. Affected by this, recently, some small and medium-sized ternary material enterprises have shown that the output in July is expected to return to the normal level of last year. In terms of leading large factories, there are great differences among enterprises. Many enterprises still maintain the operating rate at about 50-60%. However, two ternary material enterprises also said that the output in July is expected to reach 2000 tons.
NCM & NCA precursor:
NCM & NCA market was stable. However, mainly driven by the continuous growth of overseas demand，the performance of ternary precursor market is better than ternary material industry in terms of operating rate.
Cobalt sulfate continued to perform poorly this week, with a slight drop in price. At present, the market transaction price has dropped to around 40000 yuan / ton. However, it is worth noting that the new cases of covid-19 infection occurred in the KCC copper cobalt mine of Glencore. If the epidemic continues spread in the future, it is afraid that the general production will be affected and the price of cobalt and cobalt salt will rise.
LMO:
The demand of most market segments of lithium manganate was warming up since June.
However, some digital downstream orders have not been fully recovered. The traditional off-season has not shown obvious off-season effect, however, the current market supply adequate, some enterprises will choose to reduce the price in order to get orders, this will lead to a slight decline in prices.
LCO:
The price of industrial LCO in Jiangxi, Sichuan and other places was stable, the price in Salt Lake area has increased. Some enterprises believe that although the demand has recovered, but LCO still has large inventory in the market, which is hard to be digested in the short term. For a long time, the contradiction between supply and demand will still exist in the market, and we still hold a wait-and-see attitude towards raising the price of industrial LCO.
Anode material:
Anode material market was growing slowly in July. The market order volume of digital, ESS and small power is increasing, the growth rate of the vehicle power market is lower than the market expectation. Small and medium-sized enterprises are under the pressure of sales competition and payment situation. The export market was relatively stable.
Separator
Chinese separator demand increased in July. From the order arrangement of diaphragm enterprises in the third quarter, it is expected that the sales volume will increase by 10% - 12%. But the downstream power battery enterprises forced by the cost pressure, they reduced the raw material purchase price, and it is possible that some small and medium-sized diaphragm enterprises will follow to adjustment downward price. In the long term, Chinese diaphragm market demand will continue to increase, but the price still has the risk of decline.
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