鑫椤锂电一周观察 | ATL获电芯采购大订单！

Core Viewpoint - The article discusses recent developments in the lithium battery industry, including significant orders, market trends, and price fluctuations in key materials such as lithium carbonate, ternary materials, and iron phosphate. Industry Highlights - Anker Innovations has terminated its partnership with Amperes due to recent power bank recalls and has established a new order with CATL for 45 million battery cells over three years [3] - The Democratic Republic of Congo has extended its temporary ban on cobalt exports for three months to alleviate market pressure from high inventory levels [4] - The upcoming Honor Magic V5 smartphone will feature a 6100 mAh silicon battery with 25% silicon content, promising improved performance and longer battery life compared to its predecessor [5] Lithium Battery Material Market 1. Lithium Carbonate - Domestic lithium carbonate prices have shown slight rebounds, with stable prices around 58,000 RMB/ton. However, the overall trend suggests potential declines due to supply-demand imbalances [8][9] 2. Ternary Materials - Strong demand for nickel materials was noted in June, with some manufacturers experiencing panic buying. Prices for ternary materials remain stable following the extension of cobalt export bans [10][11] 3. Iron Phosphate - The iron phosphate market remains stable, with a slight decrease in expected sales volume for June. The fourth-generation products are actively being promoted [12][14] 4. Anode Materials - Anode material prices have fluctuated due to geopolitical tensions, impacting profit margins for manufacturers. Demand remains weak with no significant increases expected in the short term [15][17] 5. Separators - Separator production is expected to maintain levels from June, with price reductions from lower-tier manufacturers to boost sales. A new separator production facility in Malaysia is set to enhance capacity [18] 6. Electrolytes - Electrolyte shipments did not show significant growth in June, with some manufacturers experiencing slight increases. Prices remain stable, with low operating rates affecting profitability [19][20] Downstream Market 1. Batteries - Domestic battery manufacturers are experiencing varied order volumes, with significant contributions from the new energy commercial vehicle sector. The energy storage market remains optimistic [20][21] 2. Vehicle Sales - Passenger vehicle sales reached 548,000 units, a year-on-year increase of 22.58%. New energy vehicle sales were 283,000 units, up 32.68% year-on-year [23] 3. Energy Storage - The energy storage market continues to thrive, with significant projects underway both domestically and internationally. Recent procurement projects have set new low prices for lithium iron phosphate battery systems [24]