Core Viewpoint - The article discusses the current trends in the lithium battery market, particularly focusing on the price movements of lithium carbonate and the production capacity of various materials, indicating a stable demand despite price fluctuations [1][4]. Lithium Carbonate Market - Since late August, the domestic lithium carbonate market has seen a gradual decline in prices, returning to around 75,000 yuan per ton, as the market adjusts to a more reasonable level [1]. - The production of lithium batteries in August increased by approximately 7% month-on-month, with most materials showing production growth between 6-8% [1]. - The impact of mining rights adjustments in Jiangxi and Qinghai is expected to be less than anticipated, but it positively contributes to balancing short-term supply and demand [1]. - Chile's lithium carbonate exports fell by 19.2% month-on-month in August, and there are signs of reduced shipments from major Australian ports, providing some support for lithium carbonate prices [1]. Lithium Battery Material Market Lithium Carbonate - The latest prices for lithium carbonate as of September 4 are: - Battery-grade 99.5%: 74,000-76,000 yuan/ton - Industrial-grade 99.2%: 72,500-73,500 yuan/ton [5]. Ternary Materials - The ternary materials market has seen a slight price decline, with high-nickel production decreasing while medium-nickel production continues to grow [6]. - The latest prices for ternary materials as of September 4 are: - 5-series single crystal: 125,000-131,000 yuan/ton - 8-series 811 type: 143,000-148,000 yuan/ton [6]. Phosphate Iron Lithium - The phosphate iron lithium market remains stable, with a projected production increase of about 5% month-on-month in September [7]. - The latest prices for phosphate iron lithium as of September 4 are: - Power type: 33,600-35,000 yuan/ton - Energy storage type: 32,600-33,200 yuan/ton [7]. Anode Materials - The anode materials market shows continued production growth, with good sales performance in the power sector [8]. - The latest prices for anode materials as of September 4 are: - Natural graphite high-end products: 50,000-65,000 yuan/ton - High-end artificial graphite: 31,800-64,800 yuan/ton - Mid-range artificial graphite: 24,700-38,700 yuan/ton [8]. Separator Market - The separator market has seen a slight price increase, with major companies agreeing to slow down production expansion [9]. - The latest prices for separators as of September 4 are: - Wet method base film 9μm: 0.55-0.85 yuan/square meter - Dry method base film 16μm: 0.35-0.50 yuan/square meter [9]. Electrolyte Market - The electrolyte market has experienced a slight price increase, with production expected to reach new highs in September [10]. - The latest prices for electrolytes as of September 4 are: - Lithium hexafluorophosphate electrolyte: 54,500-58,500 yuan/ton - Power ternary electrolyte: 19,200-23,600 yuan/ton - Power phosphate iron lithium electrolyte: 15,000-21,000 yuan/ton [10]. Lithium Battery Demand Battery Market - The domestic lithium battery market is performing well, with good production conditions in September, primarily driven by the power sector [11]. - The latest prices for lithium batteries as of September 4 are: - Square ternary power cell: 0.38-0.45 yuan/Wh - Square lithium iron phosphate power cell: 0.26-0.355 yuan/Wh [11]. New Energy Vehicles - The total sales of the domestic automotive market reached 514,000 units, with new energy vehicle sales at 285,000 units, reflecting a penetration rate of 55.4% [12]. - In August, BYD's sales in Europe surpassed Tesla's, with BYD selling 373,600 units overall, including 80,000 exports [13]. Energy Storage - The energy storage cell market is performing well, with all production capacities fully utilized [14]. - Recent strong demand for energy storage systems has been noted in markets such as the Middle East and Eastern Europe, with significant projects underway [14].