Supply and demand increasing balance hexafluorophosphate is reasonable

Supply and demand increasing balance hexafluorophosphate is reasonable

In 2016, the new energy market rapidly broke out, the supply of lithium hexafluorophosphate is short, the price has been maintained in high operation, high profit attracting, market capital enters the rapid expansion of industry output. According to the data, including multi-fluoro, Tiancai materials, Shi Shenghua, Kangxiang shares, Xintai materials, Yongtai Technology, BYD and other companies have announced the expansion plan, and the first wave of production is expected to be released in the first half of 2017..

In 2017, the rapid release of new production, leading to the rapid rise in market supply; in the first half of the electric vehicle market, the market demand has shrunk, resulting in excessive hexafluorophosphate, and the market is phased to offer. As of the end of the second quarter, the lithium hexafluorophosphate fell to 14 to 150,000 / ton, from the beginning of the year..

Since July, the price of lithium hexafluorophosphate has been obviously stable.. Industry insiders pointed out that the current cost of lithium hexafluorophosphate is maintained at around 110,000, and the gross profit margin falls to about 25% -30%.

The current profit space is already reasonable.. And the relatively stable market price is expected to break in a short time.

. The first is due to the high price of the upstream fundamental raw material, it is difficult to change in a short period of supply..

Lithium hexafluorophosphate is a lithium carbonate and hydrofluoric acid. The supply gap of lithium carbonate has reached 14,000 tons. The price season has risen to 150,000 / ton, while the lithium resources have been seriously dependent on the import.

Relieve; the price of hydrofluoric acid is also raised, from 7 thousand to 14,000. The continuous improvement of raw material prices, the cost pressure of lithium hexafluorophosphate is also increased, and the lithium lithium phosphate is limited in a short period of time..

Under the trend of new energy industries, it will also inhibit the possibility of lithium hexafluorophosphate prices.. Second, the new energy auto market began to return, and the market demand rebounded, in the first half of stock will further digest.

At the same time, due to the difficulty of adjustment of lithium lithium phosphate production line, the growth time is long, the new production release will be lower than expected; the shrinkage of product profits and the overpage of the output of the first half of the year will make some hexafluorophosphate lithium phosphates to limit yield expansion speed, market supply and demand Will gradually become balanced. The lithium hexafluorophosphate has gradually returned to rationality, the emergence of market adjustment period, and it is also conducive to the adjustment of the industrial structure and the deepening of market pattern..

Kunlun Manager Guo Yingjun, Guo Yingjun, talked about it, China’s hexafluorophosphate is small compared to foreign gaps, but the advantages of Japan products are still larger in different batches of products.

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