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

Nov,2024	Output	Month on month	Year on year
NCM battery	51640 ton	-2.71%	-5%
LFP	268450 ton	+9.8%	+101.03%
Anode Material	206750 ton	+3.89%	+23.43%

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	10.15	10.28	10,000 yuan/ton
Ni5 Ternary materials	Monocrystal 523	Domestic	11.3	11.46	10,000 yuan/ton
Ni5 Ternary materials	523/digital	Domestic	9.9	9.96	10,000 yuan/ton
Ni5 Ternary materials	Ni 55	Domestic	9.4	9.43	10,000 yuan/ton
Ni6 Ternary materials	Mono crystal 622	Domestic	12.1	12.23	10,000 yuan/ton
Ni6 Ternary materials	622/power battery	Domestic	11.45	11.58	10,000 yuan/ton
Ni8 Ternary materials	811/ Nickel 80	Domestic	14.25	14.38	10,000 yuan/ton
Ni8 Ternary materials	NCA	Domestic	14.45	14.58	10,000 yuan/ton
LFP	Power battery	Domestic	3.37	3.38	10,000 yuan/ton
LFP	ESS battery	Domestic	3.31	3.32	10,000 yuan/ton
LMO	Small power battery	Domestic	3.35	3.35	10,000 yuan/ton
LMO	High tap density	Domestic	3.2	3.20	10,000 yuan/ton
LMO	Low-capacity	Domestic	2.9	2.90	10,000 yuan/ton
LCO	4.35V	Domestic	13.45	13.65	10,000 yuan/ton
Ternary precursor	523	Domestic	6.3	6.30	10,000 yuan/ton
Ternary precursor	622	Domestic	6.7	6.76	10,000 yuan/ton
Ternary precursor	811	Domestic	7.9	7.93	10,000 yuan/ton
Electrolytic cobalt	≥99.8%	Domestic	16.6	17.64	10,000 yuan/ton
Cobalt sulfate	≥20.5%	Domestic	2.68	2.70	10,000 yuan/ton
Electrolytic nickel	1#	Domestic	12.92	12.73	10,000 yuan/ton
Manganese sulfate	Battery-grade	Domestic	0.6	0.61	10,000 yuan/ton
Nickel sulfate	Battery-grade	Domestic	2.63	2.64	10,000 yuan/ton
Lithium hydroxide	56.5% coarse particles	Domestic	7.02	7.01	10,000 yuan/ton
Lithium carbonate	Battery grade 99.5%(ore)	Domestic	7.74	7.72	10,000 yuan/ton
Lithium carbonate	Industrial Grade 99.1% (Salt Lake)	Domestic	7.32	7.26	10,000 yuan/ton
Spodumene concentrate	6%	Australia	830	810.00	USD/ton (CIF)
Cobaltosic oxide (Co3O4)	≥72%	Domestic	11.15	11.15	10,000 yuan/ton
Ferric phosphate	Battery-grade	Domestic	1.07	1.07	10,000 yuan/ton
Manganese dioxide	LMO	Domestic	1.52	1.52	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	1.25	1.35	yuan/sq.m.
Membrane	7μm/wet	Domestic/Medium-end	0.75	0.84	yuan/sq.m.
Membrane	9μm/wet	Domestic/Medium-end	0.75	0.81	yuan/sq.m.
Membrane	12μm/dry	Domestic/Medium-end	0.46	0.44	yuan/sq.m.
Membrane	16μm/dry	Domestic/Medium-end	0.43	0.40	yuan/sq.m.
Separator	7+2um ceramic coating separator	Domestic/Medium-end	0.94	1.03	yuan/sq.m.
Separator	7+2+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.18	1.28	yuan/sq.m.
Separator	7+2+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.38	1.48	yuan/sq.m.
Separator	9+3um ceramic coating separator	Domestic/Medium-end	0.94	0.98	yuan/sq.m.
Separator	9+3+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.18	1.25	yuan/sq.m.
Separator	9+3+1+1μm - Ceramic + PVDF Coated Separator	Domestic/Medium-end	1.38	1.45	yuan/sq.m.
Separator	12+4um ceramic coating separator	Domestic/Medium-end	1	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	2.01	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	LMO		1.26	1.25	10,000 yuan/ton
Electrolyte (Ex-factory price including tax)	For LFP (ESS)		1.85	1.85	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Domestic	6.25	6.11	10,000 yuan/ton
Lithium Hexafluorophosphate (LiPF6)	Lithium Hexafluorophosphate (LiPF6)	Export	6.95	6.72	10,000 yuan/ton
LiFSI	Solid state	Domestic	10.7	10.69	10,000 yuan/ton
EMC (Ex-factory with tax)	Battery-grade	Domestic	0.73	0.73	10,000 yuan/ton
DMC (Ex-factory with tax)	Battery-grade	Domestic	0.51	0.51	10,000 yuan/ton
EC (Ex-factory with tax)	Battery-grade	Domestic	0.48	0.50	10,000 yuan/ton
DEC (Ex-factory with tax)	Battery-grade	Domestic	0.92	0.94	10,000 yuan/ton
PC (Ex-factory with tax)	Battery-grade	Domestic	0.74	0.75	10,000 yuan/ton
FEC	Battery-grade		3.9	3.90	10,000 yuan/ton
VC	Battery-grade		5.1	5.01	10,000 yuan/ton
PS	Battery-grade		7.15	6.85	10,000 yuan/ton
Auxiliary materials
Name	Spec	Producer	price	Last month price	Unit	Chart
Electrolytic Copper	1#	Domestic	7.56	7.46	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	6um	Domestic	1.9	1.90	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	8um	Domestic	1.65	1.65	10,000 yuan/ton
Processing Fee of Battery-grade Copper Foil	4.5um	Domestic	3.25	3.11	10,000 yuan/ton
Electrolytic Aluminum	Average Price	Domestic	2	2.01	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	1.46	10,000 yuan/ton
Processing Fee of Battery Aluminum Foil (EV battery)	13μ	Domestic	1.43	1.44	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		11.95	11.65	10,000 yuan/ton
PVDF	LFP		5.65	5.35	10,000 yuan/ton
lithium ion battery
Name	Spec	Producer	price	Last month price	Unit	Chart
Square power cell (without VAT)	NCM	Domestic	0.44	0.45	Yuan/Wh
Square power cell (without VAT)	LFP	Domestic	0.34	0.35	Yuan/Wh
Square ternary(hight Ni) (without VAT)	Battery pack	Domestic	715	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
Lithium Cobalt Oxide(LCO) Aluminum Shell	Battery pack	Domestic	2.81	2.82	10,000 yuan/ton
LFP Aluminum Shell	Battery pack	Domestic	0.76	0.75	10,000 yuan/ton
Large NCM Aluminum Shell(523)	Battery pack	Domestic	2.06	2.05	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
LCO Electrode Powder (Discount factor (%): Cobalt 70-72; Lithium 70-72)	55%≥Co≥50%；6.3%≥Li≥5.7%	Domestic	7.33	7.07	10,000 yuan/ton

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