鑫椤锂电一周观察 | 磷酸铁锂新年度价格谈判首批落地

Industry News - The new annual price negotiations for lithium iron phosphate have made significant progress, with the first batch of price increases confirmed. Most customers have accepted a processing fee increase of 1,000 yuan/ton, while some major clients are still in negotiations [1][7] - The Ministry of Commerce has announced strengthened export controls on dual-use items to Japan, including artificial graphite materials and products, which are subject to specific purity and strength criteria [2][4] - Guoxuan High-Tech has commenced construction on a project for the annual production of 200,000 tons of lithium iron phosphate cathode materials and 10,000 tons of silicon-carbon anode materials in Anhui Province [3] Market Prices - Domestic lithium carbonate prices have continued to rise, with the futures market reaching over 140,000 yuan/ton. The latest prices for battery-grade lithium carbonate are between 139,000 and 145,000 yuan/ton, while industrial-grade prices range from 126,000 to 131,000 yuan/ton [5][6] - The latest prices for lithium iron phosphate are reported at 50,300 to 51,300 yuan/ton for power-type and 50,100 to 51,100 yuan/ton for energy storage-type [8] - The prices for anode materials have remained stable, with increases of 1,000 to 2,000 yuan/ton for smaller battery manufacturers. The latest prices for high-end natural graphite anode materials range from 50,000 to 65,000 yuan/ton [9] Battery and Energy Storage - The demand for power batteries in passenger vehicles has slowed, while orders for energy storage and commercial vehicles remain saturated. Overall market supply is expected to decrease slightly, by around 5% [12] - The domestic energy storage battery market prices have remained stable, with a record high of 70.7 GWh in successful bids for December, indicating a shift towards participation from local private and market-oriented entities [15]