Payment tracking investigation of four major lithium battery materials in 2018

In 2018, as for four lithium battery materials, prices and payment days are alike two sides of a ship.

High lithium electricity, the survey found in the first quarter of this year, in addition to the three yuan anode materials affected by the cobalt price rising cash spot, anode materials and electrolyte, the new diaphragm provider payment days on different level power battery adjust, mainstream diaphragm with the recent price stable gradually, the payment days has not been a significant change.

In perspective, the lithium battery four key materials due to raw material environment, market pattern are different, each big segment with materials enterprises battery enterprises to carry out business negotiations, payment days strategy also vary. Generally speaking, the positive and negative material ternary material enterprises also take ownership, when facing the battery electrolyte and diaphragm enterprise is relatively passive.

The anode material: three yuan cash spot after the shipment is still delay

For now, the ternary material in lithium battery four key material strong dominance. Company sales executives to high lithium battery with exclamation: three yuan (materials) are now not up once a month, has been to increase the frequency of once a week.

Entered this year in April, the cobalt price has more than 700000 yuan/ton, the ternary material and cobalt acid lithium price is still on the upswing. "Cash spot" is no longer the anode material of special label, battery companies say, even if the cash purchase, delivery date remain the time delay of 3 to 7 days.

Anode materials, the cost is not transparent payment days can control

The silicon carbon anode materials is still in the primary stage of artificial graphite doped silicon, away from the real scale has a certain time. The mainstream of power battery market still is given priority to with artificial graphite anode materials, and this year with a wave of release, mainstream cathode capacity increasing graphitization cost control, etc., need further artificial graphite can be cut.

It is important to note that artificial graphite conditioned by raw material price difference is big, the craft is different, each negative enterprise reduction is not transparent, so the payment days of battery companies also have their own focus and adjust.

Currently one of the top five domestic mainstream negative executives to completely clear lithium electricity, said the company the payment days for battery enterprises has shortened, the five months before the adjustment for 3 months.

Electrolyte: this is a life and death

After prices halved, electrolyte of lithium electricity market panic. At present, the electrolyte is in a round of price cut and thrust, payment days inevitably becomes the enterprise to strengthen with the battery customer bargaining chip.

After 2-3 months of payment days was extended, even the highest adjustment to one year.On the one hand, lithium carbonate and six down the price of lithium fluoride phosphate, electrolyte linkage; Electrolyte, on the other hand, the enterprise to expand market share, comply with the battery companies depreciate rhythm, make concessions on the price and payment days.

Have electrolyte executives said that the price war fought not only disrupt industry order and also down their margin again and again.

Now the key is not the problem of payment days, even if the customer the receivable slower, if the product gross margin, and profitability. But just the price war, "kill one thousand damage, eight hundred" do more harm than good. Is expected as prices "again and again, the market reshuffle will eliminate a lot of electrolyte of small and medium-sized enterprises.

Diaphragm: extend the payment days become competitive strategy

And face the same electrolyte on the fate of the diaphragm, no malignant price war.In terms of payment days, generally speaking, the diaphragm to battery enterprise cycle of unity within 30 days. At present, the domestic mainstream diaphragm based on the products, technical strength and the depth of cooperation with customers and maintained on the payment days old.

But with the outbreak of the power battery needs, to enter the diaphragm area of various capital increasing, many small volume production of the new diaphragm enterprises to quickly open the market situation, in terms of price and payment days both to the customer to carry on the loose.Have the diaphragm on the market enterprise report the payment days of 60 days.The personage inside course of study thinks, to import the battery supply chain enterprise, a new diaphragm enterprise may be on the payment days to greater benefit.

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