In the past decade, due to the growing demand for lithium batteries, lithium production capacity has increased significantly. A statistical data from BP shows that global lithium production fell by 19.2% to 77000 tons in 2019, but this is still nearly four times the level of 10 years ago……
![[weekly report of cathode materials] cobalt price fell below 350000 yuan / ton! Ningde times successively invested in two cathode material enterprises](/cut_358_246/Data/powercome/upload/image/20210323/QQ图片20210323162615.png)
As of March 19, the cobalt price was 349666.66 yuan / ton, down 12.22% from 398333.34 yuan / ton at the beginning of the month (March 1); Compared with the highest level in the year (February 25), the cobalt price was 402833.34 yuan / ton, down 13.20%.
Blue lithium core expects the net profit attributable to the parent company to be 150-165 million yuan in the first quarter of 2021, with a year-on-year increase of 1411.44% - 1562.59%. In the first quarter, the lithium battery business of the company was in a state of full production an……
In the past decades, liquid lithium-ion battery technology has become increasingly mature, and the market application has accelerated the penetration, but there are also many development bottlenecks. There is a certain gap between the speed of battery technology progress and the expectat……
The price of lithium battery materials is still rising. On April 19, duofluoro (002407.sz), a leading enterprise of lithium hexafluorophosphate, announced that the company's sales price of lithium hexafluorophosphate was increased by 30000 yuan / ton for domestic customers and 4500 dolla……
In terms of cobalt, domestic electrolytic cobalt futures led to the rise of spot prices, sporadic transactions until the Spring Festival, the early price difference appeared, the import window opened, orders increased, and the purchase volume of overseas demanders also increased, driving……
![[electrolyte weekly report] the profit space of electrolyte manufacturers is gradually expanding, and lithium hexafluorophosphate shows a trend of profit stability and volume increase](/cut_358_246/Data/powercome/upload/image/20210224/t0150aef2c645d8881e.png)
Huachuang Securities pointed out that at present, the pricing of electrolyte enterprises is mainly based on the supply of raw materials, but with the adjustment of electrolyte prices after the holiday and the improvement of self-sufficiency of leading enterprises, the profit space of ele……
![[cathode material weekly] lithium carbonate prices remain strong! Tlea, a subsidiary of Tianqi lithium, plans to introduce us $1.4 billion of war investment](/cut_358_246/Data/powercome/upload/image/20201217/1589785057319704.jpg)
After nearly three years of continuous decline, the domestic lithium carbonate market began to rebound from the bottom, especially since November. The average price in early November has risen from 39500 yuan (ton price, the same below) to 44800 yuan in early December, an increase of 13.……
![[diaphragm weekly] Huiqiang new material plans to sprint for A-share IPO! Diaphragm high demand continues](/cut_358_246/Data/powercome/upload/image/20201207/1588838292618070.png)
The battery plant started and maintained, and the high demand for diaphragm continued. A few manufacturers are considering raising prices, but it is transmitted to the battery factory that the rise is weak, and the short-term price remains stable. Some new production capacity of leading ……
![[electrolyte weekly report] demand for dimethyl carbonate increases! The price of lithium hexafluorophosphate is expected to start a new round of price rise cycle](/cut_358_246/Data/powercome/upload/image/20201119/1588755963312903.jpg)
In terms of battery grade, the demand for dimethyl carbonate in electrolyte solvent has increased recently, and the superposition of export orders of enterprises is better, which has an obvious pulling effect.
![[copper foil weekly] Jiayuan technology plans to invest 1.35 billion to build an annual output of 20000 tons of electrolytic copper foil project! Baoxin Electronics' 5000t / a lithium battery copper foil project was put into operation](/cut_358_246/Data/powercome/upload/image/20201118/1605159414574205.jpg)
Since this year, under cost pressure, 6 μ The market penetration rate of M copper foil products is lower than expected, but a number of institutions and enterprises say they are optimistic about the next two years. 6 μ M permeability of copper foil.
In recent years, China's wet diaphragm market has expanded rapidly, and the wet diaphragm is gradually replacing the dry diaphragm by virtue of its performance advantages. According to GGII data, wet diaphragm shipments in 2019 have reached 1.99 billion square meters, accounting for 72.6……
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