动力电池行业周报：国内首条全固态锂电池量产线正式投产

Investment Rating - The report maintains a "Recommended" investment rating for the industry [3] Core Insights - The domestic automotive market is experiencing strong growth in new energy vehicles (NEVs), with production and sales in September 2024 reaching 1.307 million and 1.287 million units, respectively, marking year-on-year increases of 48.8% and 42.3% [2][39] - The first domestic all-solid-state lithium battery production line has officially commenced operations, representing a significant advancement in battery technology with higher safety and energy density compared to traditional liquid lithium batteries [2][39] Summary by Sections 1. Industry Weekly Data Tracking 1.1. Upstream Materials - The average price of industrial-grade lithium carbonate is 69,500 CNY/ton, down 1.42% from the previous week, while battery-grade lithium carbonate averages 72,500 CNY/ton, down 1.36% [9][10] - The market for lithium hydroxide is stable, with battery-grade prices ranging from 66,000 to 71,000 CNY/ton [14][15] 1.2. Midstream Materials - The price of ternary materials has decreased, with 523 single crystal materials priced at 108,500 CNY/ton, down 0.1 million CNY/ton, and 622 polycrystalline materials at 107,000 CNY/ton, down 0.2 million CNY/ton [17][18] - The negative electrode material market remains stable, with a reference price of 32,378 CNY/ton [21][23] 1.3. Downstream Cells - The average price of square power cells (ternary) is 0.46 CNY/Wh, while phosphate iron lithium cells are priced at 0.37 CNY/Wh, both remaining stable [37][38] - In September 2024, the total production of power and other batteries reached 111.3 GWh, with a year-on-year increase of 43.3% [37][38] 2. Industry Dynamics - The first all-solid-state lithium battery production line, built by Beijing Pure Lithium New Energy Technology Co., has a target capacity of 200 MWh, capable of charging 200,000 two-wheeled vehicles simultaneously [2][39][40]