New energy vehicles to make three yuan new power battery to the front, the entire industry chain is quietly turning.

The price of raw materials soared three yuan

The market price of three yuan before and after the Spring Festival, lithium materials rose sharply, such as upstream of cobalt sulfate in February 8th the price of 68 yuan / kg, up 20% than before, this year prices rose more than 30% of cobalt sulfate. Three yuan material rose more than 10%.

Cobalt analyst He Congying told reporters that during the Spring Festival overseas cobalt prices rose as high as 6%, which led to the domestic cobalt price. She believes that the first quarter is the low battery consumption, cobalt turnover is relatively light, the price is expected to more factors.

Since the second half of last year, due to three yuan material is expected to become the future direction of the development of power batteries, the new production line of lithium batteries using more than $three materials, lithium cobalt prices have doubled.

Data show that in 2016, three yuan of material production increased by about 50%. Study on the mechanism of expected growth in 2017 of three yuan, and 110% to 120% for lithium production in the same period last year.

In contrast, since the fourth quarter of last year, the investment in lithium iron phosphate power battery business significantly reduced, which makes its upstream material lithium carbonate prices difficult. Since last April, lithium carbonate fell 30%. In January this year, some companies to raise the price of lithium carbonate 1000 to 3000 yuan, but the market did not clinch a deal.

By the end of 2016 the introduction of new energy vehicles will be a new deal with the amount of subsidies linked to the energy density of the battery, the higher the energy density, the more subsidies. While the three yuan battery energy density potential is higher, therefore, many enterprises to invest three yuan of lithium.

Currently, lithium iron phosphate batteries and three yuan battery market share was 70% and 25%.

Industrial chain investment steering

"From 2016, the battery capacity began to appear, the first to invest three yuan lithium companies are expected to benefit from a new round of new energy vehicle demand volume." Industry experts say.

Public information display, BYD, Ningde, China Xuan tech, air lithium lithium iron phosphate as the representative of the "big brothers" will be the expansion of primary lithium battery capacity. Relevant sources, BYD 2017 will add three yuan battery 5-6GWh. The next two years, Ningde iron phosphate and lithium three times the proportion of production capacity, from now on 2:1 gradually tend to 1:1. Integrated into the fly under the air lithium (Jiangsu) Co., the company intends to three yuan in the construction of lithium battery production line with an annual output of 5 billion kwh. Zhuoneng Co., a subsidiary of Guangxi zhuoneng Amperex Technology Limited in Guangxi to expand production of three yuan 5 billion ah battery project.

Three yuan battery expansion also brings changes to the upper reaches of the four key materials. According to reports, in the field of cathode materials, in order to enhance the energy density, three yuan material will continue to develop high nickel. For three yuan high nickel hydroxide material, has become an important direction of international lithium industry giant strategic layout, including FMC, Tian Qi Li industry, Gan Feng Li, the public and the shares of domestic and international lithium industry enterprises have also started a new round of layout in the field of lithium hydroxide.

In the field of electrolyte, widely used three yuan high power battery nickel will bring new additive LiFSI. A material, capchem and other domestic mainstream manufacturers in the electrolyte active construction of LiFSI production line.

In the field of diaphragm, three yuan power battery driven wet coating diaphragm sales increase, high-end wet diaphragm supply.