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鑫椤锂电一周观察 | 碳酸锂事件频出 价格出现反弹
鑫椤锂电·2025-08-15 08:34

Industry Highlights - In July, China's power battery installation volume reached 55.9 GWh, a month-on-month decrease of 4.0%. Cumulative installation from January to July was 355.4 GWh, with a year-on-year growth of 45.1% [1] - The top 15 companies by installation volume include CATL, BYD, and others, with CATL leading the market [1] - Eight major dry-process lithium battery separator companies reached a consensus to pause capacity expansion and maintain price discipline [1] Lithium Carbonate Market - The lithium carbonate market is experiencing upward pressure due to production disruptions at major mines, including a recent incident at Albemarle's facility in Chile [6][2] - Current prices for battery-grade lithium carbonate are between 79,500-81,500 CNY per ton [7] NCM Material Market - The NCM material market saw slight price increases influenced by lithium carbonate prices, with current prices for NCM 5 series at 126,000-132,000 CNY per ton and NCM 811 at 144,000-150,000 CNY per ton [8] Lithium Iron Phosphate Market - The lithium iron phosphate market is stable with normal shipments and slight price increases, currently priced at 33,600-35,000 CNY per ton for power-type and 32,600-33,200 CNY per ton for energy storage-type [9] Anode Material Market - The anode material market remains stable, with some smaller manufacturers offering lower prices. The overall market is seeing an increase in production [11] Separator Market - The separator market is stable, with a consensus among major dry-process separator manufacturers to maintain healthy market operations [12] Electrolyte Market - The electrolyte market is showing positive trends, with prices remaining stable and an expected increase in demand for lithium hexafluorophosphate [13] Battery Market - The domestic battery market is performing well, with production expected to increase in the coming quarters [15] New Energy Vehicle Market - The new energy vehicle market is entering a seasonal slowdown, with weekly sales of 216,000 units, a year-on-year increase of 10.06% [17] Energy Storage Market - The energy storage sector is witnessing significant developments, with new projects and increased capacity driven by subsidy programs [18]