After more than two years of "big bull", the power lithium battery industry has been chess to the plate, the electrolyte market is also about to usher in the inflection point.
Lithium hexafluorophosphate as the main raw material of electrolytic solution, for example, since the fourth quarter of last year, affected by the extreme imbalance between supply and demand, lithium hexafluorophosphate prices continued to rise sharply, and even once maintained at 40 million / ton high. However, according to the latest survey of highly lithium power grid found that lithium hexafluorophosphate from 40 million / ton high mark dropping to 34 million / ton, continue to cut prices into 2017 trend.
There are people in the industry is expected to lithium hexafluorophosphate price adjustment will be more intense. "With the continued release of new capacity, the average price of lithium hexafluorophosphate is expected to fall to more than 20 million / ton, the final price or by the supply and demand decisions.
In fact, this stage of the inflection point has long been apparent. Raw materials prices soaring since 2016, but the downstream battery prices can not achieve the same rise, the downstream upside down positive and negative materials, electrolytes and diaphragm prices. At the same time, the state of the power battery requirements and standards continue to improve, the Ministry of Industry recently issued a number of requirements on the power battery, which also indicates that industry reshuffle is about to begin.
"For the electrolyte business, the 2017 is a great opportunity and challenges of the year." There are brokerage analysts believe that with the ternary power battery to the stage before the main position, under cost pressure, based on ternary, silicon, etc. New positive and negative materials, power battery electrolyte research and development will also be a great test electrolyte business.
Although the electrolyte market is ushering in a turning point, but the reporter contacted a large number of electrolyte companies believe that with the development of the industry into the mature period, the optimal allocation of resources, industry concentration will gradually increase, the enterprise strong Hengqiang situation will appear The Only with the leading edge technology and supply advantages of enterprises to keep up with the pace of development of large lithium battery factory, and then in the fierce market competition to obtain greater market share.
Electrolytic solution and cathode material, anode material and diaphragm and become lithium battery four key materials. Electrolyte is generally made of high purity organic solvent, electrolyte lithium salt, the necessary additives and other raw materials, under certain conditions, according to a certain proportion of preparation. Lithium hexafluorophosphate, lithium tetrafluorophosphate, lithium tetrafluoroborate, etc., but from the cost, safety and other considerations, lithium hexafluorophosphate is a commercial lithium-ion battery using the main electrolyte.
Schneider research statistics show that in 2015, the global output of 11,100 tons of electrolytic solution, an increase of 34.3%; China's electrolyte production of 69,000 tons, an increase of 52.7%; from the growth rate, China's electrolyte production The growth rate was significantly higher than the global. China's electrolytic output in 2016 was 98,000 tons, up 42.03% year on year.
2012-2011 China Lithium Electrolyte Production (Unit: 10,000 tons)
Electrolyte as a carrier to promote the flow of lithium ions, the battery specific capacity, operating temperature range, cycle efficiency and safety performance is essential, is the lithium-ion battery to obtain high voltage, high specific energy guarantee, the operation of lithium batteries and Security plays a decisive role. Electrolyte cost the largest proportion of electrolyte, but also the highest technical barriers in the electrolyte link. Lithium hexafluorophosphate has become the most widely used electrolyte with its unique performance advantages.
China Automotive Industry Association data show that in 2016 China's auto production and sales showed rapid growth, total sales of new record highs. 2016 China's automobile production and sales were completed 28.119 million and 280.28 million, an increase of 14.5% over the previous year and 13.7%, higher than the same period last year 11.2 and 9.0 percentage points. At the same time, China's new energy vehicle production of 517,000, sales of 507,000, an increase of 51.7% over the previous year and 53%.
Reporters online access to relevant data show that at present, China's new energy vehicles have been close to 1 million.