Lithium carbonate price

in August, the lithium price showed a weak trend in the first half of the month, and the second half of the month ushered in a stop and rebound.

Battery-grade lithium carbonate continued to decline in early August, and began to rebound after falling to the bottom in late August. The average price of lithium concentrate also showed signs of stopping decline in late August. As of August 31, battery level lithium carbonate the price range of in stock falls within the range of 7.3-77000 yuan per metric ton. The average price at the end of the month is 75000 yuan per metric ton, down 7.4% month on month. The price range of China's spodumene concentrate (SC6)CIF at the end of the month is US $730-830 per metric ton, and the average price at the end of the month is US $780 per metric ton, down month on month.

In August, battery-level lithium carbonate emerged from the periodic rebound. As the price fell to a low ebb, the profits of high-cost lithium salt plants were further compressed and even began to turn into losses. The overall operating rate of the industry declined slightly, and the manufacturers' willingness to sell at a price increased further. At the end of August, Ya Bao (Albemarle) completed the Wodgina bidding for spodumene mines in Australia, and finally sold at a price of RMB 6,300 per metric ton, the production cost of the corresponding Lithium carbonate is about RMB 80000 per metric ton, which may be a reference to the market price in the short term. Near the traditional peak season of the terminal market (September-October), some leading enterprises and material factories have increased their production scheduling in Cell. After the price of battery-grade lithium carbonate is near the bottom, the demand for small-batch stock is opened, driving rebound in prices in the second half of this month, but the downstream demand isWhether it can reach a better expectation still needs further observation.

In the second half of the year, the industry still faces the problem of overcapacity, and manufacturers are more focused on phased adjustment. The current downstream demand is still not strong enough, and the price of lithium carbonate will continue to maintain the trend of bottom volatility, with limited rebound space.

Energy storage cell Price

in August, China's lithium iron phosphate energy storage cell further bottomed out.

In August, the price of lithium iron phosphate energy storage cell in China continued to decline. As of August 31, 280Ah lithium iron phosphate energy storage cell tax-inclusive price range fell to 0.28-0.37 yuan per watt-hour, the average price was 0.33 yuan per watt-hour, down 4.4%. 314Ah lithium iron phosphate energy storage cell tax-inclusive price range is 0.30-0.37 yuan per watt-hour, the average price is 0.34 yuan per watt-hour, down 2.9%. After entering August, China's large energy storage bidding project plus-sized the procurement of 314Ah cell, and the order scale of 314Ah continued to grow, further reducing the market share of 280Ah. Some manufacturers began to accelerate the clearing of 280Ah inventory cell through price reduction, pushing the price to further dip, hitting a low price of less than RMB 0.30 per watt-hour. At this stage, most manufacturers have achieved 314Ah mass production, but the enterprises first locked orders in advance, accumulated certain experience in project use, and improved the manufacturing process and quality control level according to feedback and suggestions, continuously optimize the 314Ah cell performance, and gain more market share through better product quality under the background of price competition and product homogenization.

The installed capacity of major European household storage countries decreased year-on-year in the first half of the year, and the demand for household storage still did not rebound significantly. The price of 100Ah lithium iron phosphate energy storage cell was not supported in the short term, especially the price decline of third-tier manufacturers was further plus-sized, the current tax-inclusive range price is RMB 0.34-0.37 per watt-hour, and the average price is RMB 0.36 per watt-hour, down 4.1% from the previous month.

The current cell price has beenIt has fallen to a historical low level. Although the decline has slowed down, cell of the production capacity continues to be surplus in the short term. Some manufacturers will still use the low price strategy to obtain orders in order to maintain the operating rate, the price of battery-grade lithium carbonate fell below RMB 80000 per metric ton, which also created room for the further decline in the price of energy storage cell. The industry will still face a price war in the second half of the year. Involution under the background of increased pressure, in addition to price competition, manufacturers need to improve cell consistency and solve potential safety problems such as heat dissipation to ensure product quality, enhance brand influence to avoid being out of the industry shuffle stage.