![[weekly report of positive materials] the dispute over the technical road of positive materials rises again, and the sales volume of electric vehicles rises or causes a material supply crisis](/cut_358_246/Data/powercome/upload/image/20200303/20200302113541971_133.jpg)
Affected by Tesla's "cobalt free" fog, the technical route dispute between lithium iron phosphate and ternary materials has resurfaced, the cobalt plate fell sharply, and the lithium iron phosphate battery plate strengthened.
This week, battery factories are still gradually resuming production, and the operating rate of large factories has basically reached 60%. Because some small and medium-sized battery factories have not yet started, the average operating rate of the industry is only 30% - 40%. With the re……
Chen Liquan, an academician of the Chinese Academy of engineering, pointed out in his speech at the China Economic lecture that the current development of lithium battery technology in China is good, which is the cooperation of academia, engineering and industry, the joint cooperation of……
![[original] GGII: in 2019, China shipped 265000 tons of lithium battery cathode materials, with a year-on-year increase of 38%, of which artificial graphite accounted for 78.5%](/cut_358_246/Data/powercome/upload/image/20200227/163f8d4d091332eb3fcbc58d.jpg)
The explosion of domestic small power and communication energy storage markets has led to an increase in lithium battery shipments, which in turn has led to an increase in cathode shipments.
![[original] [senior engineer research] lithium battery industry chain epidemic impact depth "scan"](/cut_358_246/Data/powercome/upload/image/20200226/o4YBAFqTd0SAd0WNAAJWz8ruv_Q687.png)
Since February 2, Gaogong lithium battery has made continuous research on the resumption of work and the impact of the epidemic in 150 enterprises upstream and downstream of the lithium battery industry chain. Among the sample enterprises, vehicle enterprises accounted for 12%, battery e……
However, the product attributes of consumer electronics determine its "fast iteration" characteristics. Consumers have new requirements for lithium battery capacity, shape and size. Therefore, demand is fed back to the upstream, and the demand for production equipment of lithiu……
As an important material for lithium batteries, the price change of cobalt has always affected the whole body.
With the resumption of some industrial chain enterprises this week, market transactions increased. The transaction price of cobalt salt increased due to the reserve of downstream raw materials and bullish expectations; Although the upstream of lithium carbonate is willing to adjust the p……
Recently, the domestic market for major materials of lithium batteries has been running smoothly.
At present, the competition for lithium resources in large economies such as China, Europe, the United States and Japan is intensifying, and lithium resources will become one of the strategic commanding heights of the industrial chain.
![[cathode material weekly] 2019 cobalt price review and 2020 price forecast! In 2019, the price of lithium carbonate showed a downward trend as a whole](/cut_358_246/Data/powercome/upload/image/20191231/b30358b3577b4d929448a97a339fb1d1.jpeg)
Affected by the sluggish demand of the battery market, the operating rate of power battery enterprises further decreased, but the order volume of digital battery factory increased due to the stocking at the end of the year. According to the institutional analysis, some cathode material m……
![[diaphragm weekly report] import tariffs on battery diaphragms made of ethylene polymers have been reduced! Enjie shares issued 1.6 billion yuan of convertible bonds to expand production, and the diaphragm was approved](/cut_358_246/Data/powercome/upload/image/20191230/976646251_2036704026-1.jpg)
At present, although the domestic production rate of diaphragm products in China has exceeded 90%, the substrate produced by diaphragm belongs to polyolefin special materials with relatively high molecular weight, and imported materials still dominate, and the use of domestic materials i……
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