节后锂电市场盘点！钴系和6F材料价格“跳跃式”上涨

Core Viewpoint - The article discusses the current state of the lithium battery materials market, highlighting price trends and supply-demand dynamics across various segments including lithium carbonate, ternary materials, lithium iron phosphate, anode materials, separators, and electrolytes. Lithium Carbonate - After the holiday, domestic lithium carbonate prices have remained stable, fluctuating between 73,000 to 74,000 yuan per ton, supported by strong downstream demand and a gradual decrease in market inventory [1] - As of October 11, the latest prices for battery-grade lithium carbonate are between 72,500 to 74,500 yuan per ton [2] Ternary Materials - The ternary materials market has seen price increases post-holiday, driven by soaring cobalt prices due to export quota management, with prices for nickel-based materials rising by 15,000 yuan per ton [2] - The latest prices for ternary materials as of October 11 are 136,000 to 140,000 yuan per ton for 5-series single crystal and 150,000 to 155,000 yuan per ton for 8-series 811 type [3] Lithium Iron Phosphate - The lithium iron phosphate market is currently experiencing tight supply, leading major manufacturers to increase prices selectively for certain battery factories [3] - The latest prices for lithium iron phosphate as of October 11 are 33,600 to 35,000 yuan per ton for power type and 32,600 to 33,200 yuan per ton for energy storage type [5] Anode Materials - The demand for anode materials remains strong, with high production levels maintained in September and October. Recent export control measures are expected to boost shipments from leading manufacturers [5] - The latest prices for anode materials as of October 11 are 50,000 to 65,000 yuan per ton for high-end natural graphite and 31,800 to 64,800 yuan per ton for high-end artificial graphite [6] Separators - The separator market is experiencing good demand, with significant orders for ultra-thin separators leading to delivery bottlenecks among major suppliers. The overall industry capacity utilization is expected to rise [6] - The latest prices for separators as of October 11 are 0.55 to 0.925 yuan per square meter for 9μm wet process base film and 0.35 to 0.50 yuan per square meter for 16μm dry process base film [7] Electrolytes - The electrolyte market is busy, with zero inventory for lithium hexafluorophosphate (6F) and orders extending into November. Manufacturers are operating at full capacity [8] - The latest prices for electrolytes as of October 11 are 66,000 to 73,000 yuan per ton for lithium hexafluorophosphate and 19,700 to 24,000 yuan per ton for ternary electrolyte [9] Batteries - The lithium battery market is experiencing robust supply and demand, with production expected to grow by up to 5% in October due to strong stocking needs [10] - The latest prices for batteries as of October 11 are 0.38 to 0.45 yuan per watt-hour for square ternary power cells and 0.26 to 0.355 yuan per watt-hour for square lithium iron phosphate power cells [10]