Lithium battery main material prices (price recovery)

      Positive material: lithium iron phosphate: the market as a whole is stable, some enterprises in June to adjust prices, July suspended price cuts. New enterprises to seize the market at low prices, although the old enterprises to reduce prices but limited efforts. Shipment downturn enterprises adhere to the price bottom line, through the promotion of competitiveness of a solid share, the short-term market or will maintain a stable situation.

Three-yuan materials: 5-series three-yuan material prices rose, 6-series and 8-series slightly retraced, raw material prices significantly differentiated. Weak market demand, battery plant pricing led, three yuan material growth is limited, discount coefficient is stable. Power market moderate stocking, overseas order transfer affects order volume, July production is expected to pick up slightly.

Lithium carbonate: Lithium carbonate in stock prices rebounded slightly, supported by July demand expectations and just-needed purchases. Supply is sufficient, inventory pressure is not reduced, downstream procurement is cautious, the transaction is light. Market supply and demand is still loose, short-term or maintain a volatile trend.

Negative materials: artificial graphite negative material prices stopped falling and stabilized, demand is stable but power core growth is weak. Abundant supply, raw material costs rebounded to support prices, the market entered a stalemate stage. Natural graphite prices are stable but squeezed by technological upgrades, and may continue to be under pressure in the future.

Diaphragm: diaphragm market prices overall stable, wet and dry mainstream quotes stable. Supply-side capacity release is limited, inventory pressure remains, and supply is oversupplied. Power battery demand is weak, energy storage demand growth, industry demand slightly increased, short-term prices or stable.

Electrolyte: The price of electrolyte is temporarily stable, and the cost of core raw materials has not changed much. Power battery demand declined slightly, energy storage market demand growth, the overall demand growth is limited. Oversupply pressure, enterprises to sell fixed production, prices or will be narrow shocks.