鑫椤锂电一周观察 | 鑫椤锂电6月锂电预排产数据发布

Core Viewpoint - The article highlights significant developments in the lithium battery industry, including new factory launches, production data, and market trends, indicating a dynamic landscape with both opportunities and challenges for stakeholders. Group 1: Industry Developments - Envision AESC's battery super factory in Douai, France, officially commenced operations, expected to supply high-quality batteries for 200,000 electric vehicles annually, supporting Europe's low-carbon transition [2] - BASF's Black Mass plant in Germany has started commercial operations, with an annual processing capacity of 15,000 tons of spent lithium-ion batteries, making it one of Europe's largest facilities of its kind [5] - China Nuclear Titanium Dioxide announced the termination of its 500,000-ton iron phosphate project, reallocating remaining funds to support daily operations and business development [4] Group 2: Lithium Battery Production Data - Xinluo Lithium Battery reported June production forecasts: battery production at 107.7 GWh (up 2.9% MoM), cathode materials at 133,000 tons (up 9.1% MoM), anode materials at 117,000 tons (up 0.9% MoM), and separators at 1.49 billion square meters (up 4.3% MoM) [3] Group 3: Market Conditions - The domestic lithium carbonate market showed signs of stabilization despite recent price declines, with short-term support around $600 per ton, while supply remains high and demand appears weak [7][8] - The price of battery-grade lithium carbonate is reported at 60,200-61,200 yuan per ton, while industrial-grade is at 58,000-58,500 yuan per ton [9] - The three-material market continues to weaken, with head manufacturers showing significant production increases, while smaller firms face slower demand from digital consumer sectors [10] Group 4: Pricing Trends - The price of lithium iron phosphate for power applications is between 29,500-31,100 yuan per ton, while energy storage applications range from 28,300-29,200 yuan per ton [12] - The price of anode materials remains firm despite a 12% drop in raw material prices, with high-end natural graphite priced at 50,000-65,000 yuan per ton [13] - Separator prices are under pressure due to increased competition, with wet-process separators priced at 0.65-0.85 yuan per square meter [14] Group 5: Demand Insights - The domestic lithium battery market remains stable, with some manufacturers experiencing strong orders while others maintain steady production [17] - New energy vehicle sales reached 245,000 units in the last week, up 27.8% YoY, with a penetration rate of 53.5% [21] - The energy storage sector shows strong demand, with significant procurement projects announced, indicating growth potential despite challenges [22]