Battery Industry short-term market risk increased

- Dec 10, 2016-

Benefit from the rapid development of new energy automotive industry, the upstream lithium battery electrolyte market demand will maintain a rapid growth momentum, stimulating the relevant enterprise production efficiency significantly improved, while accelerating the market layout. But it should be noted that, by the impact of national policy adjustment, the short-term market risk of the industry, the electrolyte can be bigger and stronger in the turmoil, full of unknowns.          


Benefit from state support for new energy automotive industry, from the production and marketing of new energy vehicles in the first half of 2015 to maintain a strong momentum of growth, driven by the rapid development of the lithium industry; at the same time this year, the state to strengthen the standardized management of the industry, a variety of standards is becoming more perfect, is conducive to the healthy development of the future of the industry.          


It is noted that the raw material price fluctuation risk, profit decline and other unfavorable factors still exist, the lithium industry overcapacity and market competition intensifies, the new energy industry policy did not fall, the subsidy requirements greatly improved, industry concentration increased, leading to the risk of short-term market is also increasing.          


In the long run, new energy vehicles as the future alternative to the traditional auto industry, the amount is very large, for pulling effect, chemical materials, motor, control, charging industry is very large, the next few years new energy industry demand for lithium chemicals will continue to maintain a rapid growth trend. Current industry consolidation is conducive to the healthy development of the industry in the future, is expected to accelerate the integration of industry, the backbone of the industry will be bigger and stronger, the combination will be the main theme of the future.          


As for the development of science and technology in the industry, three yuan, high nickel, silicon carbon and so on the rapid development of battery technology provides a space for the subsequent technological progress. Future technology development direction for high nickel, high voltage, high capacity negative, fast charge, high security, solid state batteries and so on. If the development of solid-state batteries, is another new technology, of course, we have also made a full layout.          


Six lithium lithium phosphate due to the shortage of materials, prices from August 2015 to the first half of 2016 there has been a sharp rise in the second half of six lithium lithium prices remained at a high level, the cost of electrolyte increased significantly. The cost of promoting the role, the first half of this year, the overall market price rise in the electrolyte; the second half of the year due to the new national new energy policy and related subsidies has not issued, resulting in the market, the second half of the six lithium fluoride market tends to balance, so the price is basically stagnant electrolyte.          


Solvent prices are mainly affected by the upstream propylene oxide prices, some factories shut down the impact, from the beginning of September this year, there has been a significant increase, especially in the solvent of two methyl carbonate, or as high as 40%. However, due to its impact on the cost of the electrolyte has no effect on the six lithium lithium phosphate, so the price of the electrolyte to promote the role of smaller. With the new expansion of the domestic and foreign production capacity of six lithium fluoride and gradually put into operation, the supply will ease the situation will be eased, is expected next year, the price of electrolyte will steady decline.


Benefit from the rapid development of new energy automotive industry, the upstream lithium battery electrolyte market demand will maintain a rapid growth momentum, stimulating the relevant enterprise production efficiency significantly improved, while accelerating the market layout. But it should be noted that, by the impact of national policy adjustment, the short-term market risk of the industry, the electrolyte can be bigger and stronger in the turmoil, full of unknowns.          


Benefit from state support for new energy automotive industry, from the production and marketing of new energy vehicles in the first half of 2015 to maintain a strong momentum of growth, driven by the rapid development of the lithium industry; at the same time this year, the state to strengthen the standardized management of the industry, a variety of standards is becoming more perfect, is conducive to the healthy development of the future of the industry.          


It is noted that the raw material price fluctuation risk, profit decline and other unfavorable factors still exist, the lithium industry overcapacity and market competition intensifies, the new energy industry policy did not fall, the subsidy requirements greatly improved, industry concentration increased, leading to the risk of short-term market is also increasing.          


In the long run, new energy vehicles as the future alternative to the traditional auto industry, the amount is very large, for pulling effect, chemical materials, motor, control, charging industry is very large, the next few years new energy industry demand for lithium chemicals will continue to maintain a rapid growth trend. Current industry consolidation is conducive to the healthy development of the industry in the future, is expected to accelerate the integration of industry, the backbone of the industry will be bigger and stronger, the combination will be the main theme of the future.          


As for the development of science and technology in the industry, three yuan, high nickel, silicon carbon and so on the rapid development of battery technology provides a space for the subsequent technological progress. Future technology development direction for high nickel, high voltage, high capacity negative, fast charge, high security, solid state batteries and so on. If the development of solid-state batteries, is another new technology, of course, we have also made a full layout.          


Six lithium lithium phosphate due to the shortage of materials, prices from August 2015 to the first half of 2016 there has been a sharp rise in the second half of six lithium lithium prices remained at a high level, the cost of electrolyte increased significantly. The cost of promoting the role, the first half of this year, the overall market price rise in the electrolyte; the second half of the year due to the new national new energy policy and related subsidies has not issued, resulting in the market, the second half of the six lithium fluoride market tends to balance, so the price is basically stagnant electrolyte.          


Solvent prices are mainly affected by the upstream propylene oxide prices, some factories shut down the impact, from the beginning of September this year, there has been a significant increase, especially in the solvent of two methyl carbonate, or as high as 40%. However, due to its impact on the cost of the electrolyte has no effect on the six lithium lithium phosphate, so the price of the electrolyte to promote the role of smaller. With the new expansion of the domestic and foreign production capacity of six lithium fluoride and gradually put into operation, the supply will ease the situation will be eased, is expected next year, the price of electrolyte will steady decline.


SNL is a professional lithium ion battery supplier in china, we have a professional team in making all aspects better and better, our products are: 


Contact: Doris

Tel: +86 186 6567 6364

Email: info(at)sinolibattery.com

Skype: dorisluo2012

Whatapp: +8618665676364


https://www.google.com/maps/place/%E6%81%92%E8%B6%85%E5%B7%A5%E4%B8%9A%E5%9B%AD/@22.6750062,113.9159113,16z/data=!4m12!1m6!3m5!1s0x340392f0f6365b7d:0xfb2f860e14c76e1a!2z5oGS6LaF5bel5Lia5Zut!8m2!3d22.675111!4d113.919973!3m4!1s0x340392f0f6365b7d:0xfb2f860e14c76e1a!8m2!3d22.675111!4d113