![[electrolyte weekly] the price of electrolyte is basically at the top, and new technology research and development is in the ascendant](/cut_358_246/Data/powercome/upload/image/20191114/t0160b466a1fa8df7f4.jpg)
Recently, the electrolyte industry is relatively calm, with high market concentration, and there is basically no news of new projects being put into production. In addition, affected by the national safety and environmental protection policies and the rise in the price of raw materials s……
According to foreign media reports, a team of researchers from the Johns Hopkins Applied Physics Laboratory in the United States designed a flexible lithium-ion battery, which can work normally even under extreme conditions such as cutting, immersion and simulated ballistic impact, and n……
One week after the disclosure of the third quarterly report (November 4 to November 9), the institutional research heat gradually returned to normal.
Due to the rapid development of lithium battery market in recent years, cathode material enterprises have increased their investment and expansion projects. Since 2019, the new production capacity and expanded capacity of 110000 tons / year are gradually being released.
![[copper foil weekly] in the first three quarters, the R & D expenses of copper foil manufacturers generally increased, and Peru "gave the green light" to the TIA Maria copper mine project](/cut_358_246/Data/powercome/upload/image/20191108/pIYBAFsPl26AaGAYAAFCzq5oOV0250.png)
At present, the market demand for lithium battery copper foil has a decreasing trend, while the overcapacity trend is showing, and the R & D expenses are generally increasing. The competition among leading enterprises in the field of high-end copper foil is more intense.
![[original] enterprise wind direction of 2019 senior engineering annual meeting (10): redefine domestic aluminum plastic film](/cut_358_246/Data/powercome/upload/image/20191107/o4YBAFrb5B2AH0o5AAJ5YkP8y5Y414.png)
Looking at the development of domestic aluminum-plastic film, although some achievements have been made in replacing imported aluminum-plastic film in 3C digital field, the replacement progress in power battery field is very slow.
![[original] 2019 senior engineering annual meeting focus (15): electrolyte battlefield "the leftover is the king"](/cut_358_246/Data/powercome/upload/image/20191106/20160421111319354.jpg)
In the process of sharp price fluctuations and raw material shortages, many small and medium-sized enterprises in the electrolyte industry chain have been impacted, prompting the market to move closer to leading enterprises.
![[original] localization of coating die instead of pressing the "fast forward key"](/cut_358_246/Data/powercome/upload/image/20191105/MTQ2ODg5Mzk5MDY3OS00OTI3MzAzMDA=.jpg..300x300.jpg)
In the process of localization and substitution of coating die, what Mann Ernst wants is not only to overtake in the corner, but also to press the fast forward key of development.
In terms of price, the average import price of spodumene concentrate in September was US $615 / ton, down 2.5% month on month and 23.1% year-on-year. Among them, spodumene concentrate used for the production of lithium salt is 214000 tons of physical objects, and the average import price……
Once, in the field of lithium battery research and production, Japan led the world with a high share. But now there is a view that Japan's scientific and technological strength and innovation ability are declining. In this regard, Akira Yoshino pointed out that Japanese university resear……
Recently, it was reported that as investors tried to interpret the contradictory remarks of Indonesian policy makers about the timing of the ore export ban, nickel prices fluctuated between ups and downs, and the ore export ban exacerbated the volatility of metals used in batteries and s……
![[original] 2019 senior engineering annual meeting focus (15): cathode material enterprises "difficult experience"](/cut_358_246/Data/powercome/upload/image/20191031/f6913310e830356c6f72ef5d9ec2bab7.jpg)
According to the performance reports of cathode material listed companies in recent years, the gross profit margin and price of cathode material products have fallen sharply, which has squeezed the profit space of cathode enterprises.
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