鑫椤锂电一周观察 |宁德时代枧下窝矿能否如期复产尚未有定论

Core Viewpoint - The article discusses the current trends and developments in the lithium battery industry, highlighting production updates, market prices, and the impact of regulatory actions on companies involved in battery manufacturing and materials. Group 1: Industry News - Ningde Times' subsidiary Yichun Times New Energy Mining Co., Ltd. is working towards the resumption of production at the Jiangxiawo lithium mine, aiming for completion by November, but the timeline remains uncertain [1] - Multi-Flor's battery business has seen a surge in orders, with production scheduled through December, indicating strong growth in the power battery sector [2] - Bick Battery has launched the PRO-MAX 46137 battery, featuring high energy density and enhanced safety measures, targeting the electric two-wheeler market [3] - Talga Group has signed a strategic cooperation agreement to enter the U.S. battery anode market, marking its expansion into North America [4] - LG Energy Solution has paused construction of its battery factory in the U.S. following a raid by immigration authorities, with no set timeline for resumption [5] Group 2: Market Conditions - The domestic lithium carbonate market is experiencing a slight decline in prices, with key factors being the resumption of the Jiangxiawo lithium mine and policy changes affecting lithium mining companies [7] - As of September 11, the price for battery-grade lithium carbonate is between 72,500-74,500 yuan per ton [8] - The price of ternary materials has also seen a slight decrease, influenced by falling lithium hydroxide prices, while nickel and cobalt markets remain stable [9] - The price for lithium iron phosphate remains stable, with several manufacturers operating at full capacity, indicating a potential improvement in profitability [10] - The negative impact of a recent chemical plant explosion on ferrous sulfate production has not yet affected the lithium iron phosphate market [10] Group 3: Battery and Material Prices - The price for ternary materials ranges from 124,000-130,000 yuan per ton for single crystal types and 142,000-148,000 yuan per ton for 811 types [9] - The price for lithium iron phosphate is between 33,600-35,000 yuan per ton for power types and 32,600-33,200 yuan per ton for energy storage types [10] - The negative electrode material market remains stable, with prices fluctuating based on raw material costs [11] - The separator market has seen a slight increase in prices, driven by adjustments from leading companies [12] - The electrolyte market remains stable, with production levels at a record high and good order conditions for the upcoming months [14] Group 4: Demand and Sales - The domestic lithium battery market continues to operate at high levels, with a projected 10% increase in production in September [15] - The sales of passenger vehicles have decreased by 12.63% year-on-year, while new energy vehicle sales have seen a slight decline of 2.27% [16] - The energy storage cell market is stable, with recent government initiatives promoting the integration of artificial intelligence in energy systems, which could enhance the growth of the storage sector [17]