Lithium hexafluorographic phosphate price breakage fell down ‘Sixth? Can you rank?

Lithium hexafluorographic phosphate price breakage fell down 'Sixth? Can you rank?

Since 2018, Liquifluorophosphate has continued to continue, as of early May, the price is going to fall below 110,000 yuan / ton, the lithium hexafluorophosphate and electrolyte production company suffer. In these two years, the raw material market in the upstream of the power lithium-ion battery can be said that the price of cobalt is a sharp rise in cobalt, becoming “cobalt”; the other side is the lithium lithium-lithium phosphate price fell broken altar, be “cabbage price”, by “six masters” “Change” Liu Sun “. Since March 2017, the price of Liquifluorophosphate has a broken cliff, and the value of “Sixth” has fallen from 350,000 yuan / ton all the way in the beginning of 2017 to the end of 2017, and now “basic free To the edge of the cost.

“Sixth” falls “The average price of Liquidi phosphate has fallen to 130,000 yuan / ton, and the product price of individual small-scale companies has arrived at the point of tening and even loss of loss.. However, there are also individual stable overseas export orders, which are relatively high, can reach 150,000 yuan / ton.

. “Not long ago, the relevant person in charge of a listed company said in an interview with the media..

Recently, Kangxiang Shares revealed to the battery. It is affected by the deterioration of lithium hexafluorophosphate and the company’s new energy sector is affected by the market competitive environment..

Lithium hexafluorophosphate achieves operating income of 207 million yuan, down 61.61% from the same period last year..

Survey by lithium hexafluorophosphate, another listed company Sky Shares showed that the company realized operating income was 175 million yuan in the first quarter, fell by 31.15% year-on-year; attributed to the net profit of the shareholders of listed companies, 860.41 million yuan , Down 89.

40% year-on-year. As we all know, lithium hexafluorophosphate is an important raw material of the electrolyte. It is affected by the lithium-lithium-lithium phosphate price, and the electrolyte company is also “殃 殃 了 鱼”.

It is understood that the price of the electrolyte is from 7.5-85,000 yuan / ton at the beginning of 2017 to 4-6 million / ton at the end of 2017..

From the perspective of output value, in 2017, domestic electrolyte output value is 5.95 billion, down 0.92% year-on-year, and the output value is negative, and the company’s gross profit is serious.

. As a domestic lithium-ion battery electrolyte industry leading company, the new Zeang recently announced a quarter report in 2018. The company achieved operating profit of 0.

58 billion yuan, down 28.77% year-on-year; realize the net profit of shareholders attribute listing 0.52 100 million yuan, fell by 23.

33% year-on-year. Although the newness of the new eman has increased, due to the sharp decline in the price of lithium hexafluorophosphate, the industry competition has increased, resulting in a decline in electrolyte, resulting in a decline in gross profit margin. “Sixth” is not the first drop in the first few years “three three or three”, the price fluctuate is like a roller coaster, “Sixth” is not the first time, the price quote is only the changes in market supply and demand.

A reflection. As the core material of the battery electrolyte, the production technology content of lithium hexafluorophosphate is quite high..

For a long time, Liquide production technology has been monopolized by Japanese company Rising Chemical, Senfa Chemistry and Guidong Electrochemical, with a price of more than 400,000 yuan / ton, gross profit margin up to 80%.. With the continuous acceleration of the localization of lithium hexafluorophosphate in my country, the price of lithium hexafluorophosphate fell from 340,000 yuan / ton in 2010 to 84,000 yuan / ton in the second quarter of 2015, and the price of electrolyte also followed from 2011.

105,000 yuan / ton fly to 45,000 yuan / ton. Later, under the stimulation of market demand, the price of lithium lithium phosphate products in 2015 is reversed to 300,000 yuan / ton..

In the second half of 2016, due to the explosive rising in the domestic power lithium battery market, the electrolytic solution just needed to rise sharply, plus capital hypothesis, lithium hexafluorophosphate, a huge gap, the lithium hexafluorophosphate soared to 430,000 yuan / ton. Why is “Sixth” to the altar? Lithium hexafluorophosphate has a few twists and turns from 340,000 / ton to 84,400,000 yuan / ton, and then from 84,000 yuan / ton to 430,000 yuan / ton, from 430,000 yuan / ton to 130,000 yuan. / Ton, “Sixth” is also seen in the world.

. In 2017, the decline has the following reasons: 1, the output has increased significantly. In 2016, it is greatly developed by the national policy, the new energy automotive industry has rapidly developed, and the demand for dynamic lithium batteries has increased significantly.

The amount of hexafluorophosphate in electrolyte production has increased, resulting in a large gap of lithium hexafluorophosphate.. Many domestic companies have launched an expansion plan, leading to the total market production exceeding total demand.

. According to the battery, I have learned in my country. In 2016, there is 16,700 tons of lithium phosphate production, but the supply gap is still about 2,000 tons.

. In 2017, the large number of large-scale expansion of major lithium salt manufacturers, and lithium hexafluorophosphate reached 30,000 tons..

2, the growth rate of the power lithium battery market. In the second half of 2016, with the rapid development of the new energy vehicle market, the domestic power lithium battery market presents an explosive rise. In 2017, it is affected by factors such as the price of raw materials such as national new energy subsidies and raw materials such as cobalt.

Although the domestic dynamic lithium battery market continues to maintain rapid increase reaching 21.5%, it is still obvious compared with 2016. The gap, this trend in 2018 may continue.

3. Competition fierce price war. With the concentrated release of production in 2017, lithium hexafluorophosphate has occurred more serious production, and the reality that is greater than seeking, and many companies have launched a price war, I hope to seize the market through the means of small profits.

. However, “mutual murder” between the company has led to further microalization of the market..

Can the “Sixth” have a strong breeze? In the future, what is the price trend of lithium hexafluorophosphate? “Sixth Master” can then start with the wind, be “cobalt”? Battery my country Network believes that “Sixth” is eager to rise to Dongshan, but the rivers and lakes are not the year of the rivers and lakes.. In 2018, lithium hexafluorophosphate will be further released, and the output is overnna, which will be the biggest obstacle to the “sixth” worth rising.

. It can be foreseen that this “desire” in a short time seems. It is understood that the full-owned subsidiaries of the full-owned subsidiaries in 2017 have reached 4,000 tons / year.

. The company also plans to further expand production, the newly implemented four-phase 1000-ton expansion project is about to put into production, 2018 or will achieve a total output of 5,000 tons / year. In January 2018, the domestic electrolyte leader company has also expanded production.

. At present, the Tianci 2000 tons of solid hexafluorophosphate and 6,000 tons of liquid hexafluorophosphate have been built. The total fold rend to 4,000 tons, which is expected to be built at the end of 2018 at the end of 2018 at the end of 2018.

. At the beginning of 2018, the annual output of 6,000 tons of Liufluo phosphate construction project was completed by completion and receiving production..

In addition, it is currently 2000 tons / year, and the new production is fully put into production, and the lithium hexafluorophosphate in Saxi shares will reach 8,000 tons / year.. According to statistics, as of April 2018, there were already 38,900 tons of lithium phosphate in China, and there will be 12,000 tons of production in 2019 will join.

. In 2018, the total production of lithium-ion batteries in 2018 will reach 182.3GW, according to the lithium ion battery per 1kWh, it is necessary to consume 1.

5kg of electrolyte, 274,000 ton of electrolyte.. It is assumed that all hexafluorophosphate (current hexafluorophosphate and electrolytic solution 1: 7 ratio), the electrolytic liquid per ton consumes 0.

14 tons of lithium salt, and 2018 is 38,000 tons of lithium phosphate in 2018.. Obviously, the trend of excessive domestic hexafluorophosphate in 2018 has been situated.

Industry insiders believe that in 2018, the lithium phosphate market competition will further intensify, the industry enters the adjustment period, the shuffle acceleration. Although the total output of 2018 will still be excess, there is high-end shortcomings, low-end excess structural contradictions, and lithium hexafluorophosphate is basically bottomed out, and the downstream space is not large..

With the adjustment of the national new energy subsidy policy, the demand of industrial downstream is rising, and the price of lithium hexafluorophosphate is expected to stabilize.

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