Lithium lithium battery: upstream materials manufacturing industry development is expected

In the new energy industry chain, lithium battery is an important part of the main positive electrode materials and electrolyte this two parts, the anode material in the whole cost account for about 20% of lithium battery 25%, if is three yuan high nickel anode material, lithium hydroxide, the cost will be around 35%; And electrolyte aspects, mainly including from lithium carbonate processing into six lithium fluoride phosphate, after the formation of electrolyte, this a series of process, lithium carbonate in the electrolyte account for about 10% of the cost.

for the lithium industry, upstream mainly exists in the way of lithium, lithium carbonate or sextile formed after processing lithium fluoride phosphate, then the middle reaches of lithium industry, downstream is directly used in the battery electrolyte. Before the price of lithium carbonate in 2014 is still maintained at a relatively low position, about 40000 yuan a ton, begin from 2015, because of the demand, the domestic development of new energy vehicles is growing demand for lithium battery, lithium carbonate prices rose to the highest price 180000 yuan per ton, after 2017, began to fell back quickly, is at a price of 80000 yuan or so.

at present there are two main ways of the world's major acquisition lithium, is a kind of salt lake lithium technology, we often said recently at the salt lake lithium technology in our country was awarded a major breakthrough, and the other is a kind of technology for extracting lithium ore. Depending on circumstances, salt lake lithium is only applicable to there is water, qinghai lake, is similar to the great lakes, there are a lot of elements, by adsorption or processing such as filtering, and then extracting lithium ore mines are needed to mining. Most of domestic lithium mine are mainly concentrated in the southwest, and the best quality in the world is Australia. At home, to be able to sell them or in the production of lithium products only two companies, other companies are mostly imported.

at present in salt lake brine containing lithium less water, and the difficulty of the extract is bigger, refined in this way is what we call the salt lake lithium technology, at present although salt lake tunnel is extracting lithium technology constantly breakthroughs, but because of the relatively small supply of salt lake brine, but have not been able to find this way to become the main approach to the supply of lithium carbonate in China, and the cost is higher, difficulty is big, caused many enterprise both in technology and cost. In recent two years, mainly because of a sharp rise in the price of lithium carbonate is caused a lot of enterprises to enter, but because of the salt lake brine supply and refining technology problem, the current output is to maintain a relatively low level.

in the growing demand for new energy automobile industry development and lithium, under the condition of the company or production of lithium carbonate, will directly benefit, but at present, as the supply and demand of clearing, the price of lithium carbonate - big probability at 70000 yuan State of 80000 yuan per ton, so, only the production cost is lower, there exist some advantages or output, or gross profit margin is higher and can be mass production of enterprises to obtain continuous attention and long-term development of the market.