Lithium battery key materials - Electrolyte price declines. How do domestic leading enterprises go ahead?

At present, the electrolyte mainstream product price is 3.8 ~ 50000 / tons of normal levels, high-end products still takes 80000 yuan/tons, part of the digital type electrolyte products quotation is close to 30000 yuan/ton, and even some low-end products quotation is below 30000 yuan/ton.

With the diaphragm, for lithium battery four key electrolyte material price to continue on a downward channel in 2018.

According to research high production lithium electricity institute (GGII) published by China's latest lithium electricity four material production report, the electrolyte is the only one of the four materials production decline of products, as their main raw material for six lithium fluoride phosphate prices fall all the way from early 2017 350000 / ton to 150000 ton, make the price of the electrolyte decreased from 7.5 ~ 85000 / ton to 4 ~ 55000 / ton, so the output sharply downward.

High lithium electricity has learned, at present, the main products of the electrolyte prices at 3.8 ~ 50000 / tons of normal levels, high-end products still takes 80000 yuan/tons, part of the digital type electrolyte products quotation is close to 30000 yuan/ton, and even some low-end products quotation below 30000 yuan/ton.

From more than one battery business: understand that since this year, the electrolyte price dropped a lot in the last year, a drop of 50%.

Electrolyte prices from last year have, in fact, began to appear, many domestic home appliance solutions for fluid slowing earnings level, this are evident from the annual report, annual report.But profits slowdown doesn't mean unprofitable or electrolyte electrolyte manufacturer performance growth, objectively speaking, the electrolyte is more of a decline in market price rationality return.

Only from the point of the price of the electrolyte, compared with 2017, the price drop is rather large, indeed to nearly 50%.But electrolyte continues to fall the space is limited, in 2018 the entire market, the price will be more and more stable.

Look at the domestic leading bestowed electrolyte material, new main state response to the electrolyte market in 2018.

Released in February 5th investor activity relational tables, divine material response 2018 electrolyte price trends towards, electrolyte upstream prices and material price and the market competition factors, downward price space is limited in 2018.

Soon after March 28, investors have to ask: "can you tell me whether the price of the electrolyte and decline? What do you think of the electrolyte Maori reasonable level is probably how many?"

New main nations responded that belongs to the electrolyte formula type products, raw materials mainly include three parts: six fluoride phosphate electrolyte of lithium carbonate, solvent and additives, the prices according to adjust the price of raw materials, from the perspective of cost-benefit analysis, the price of the electrolyte by space is limited. To maintain the healthy development of the industry, with the increase of test scale, industry gradually mature, gross profit margin remain between 20% and 30% is reasonable.

This means that, from 2017 to 2018, after prices halved, electrolyte related products will gradually moving towards stability. Price increase of the space is limited, the electrolyte in the lithium electricity market competition into a large-scale competition also started by relying on a high price.

And look at the top of the electrolyte domestic enterprises is preparing in 2018 to do what?

Blessed materials: accelerating expansion has six fluoride phosphate lithium promote flexible delivery abilities

Blessed materials have a variety of models of electrolyte formula, after years of research and development to master the key raw material for the six fluoride phosphate electrolyte of lithium production process, and on the basis of innovative research and development six fluoride phosphate liquid lithium and LiFSI new lithium salts, etc.

The divine capacity of six fluorine phosphoric acid lithium materials are as follows: 2000 tons of solid six lithium fluoride phosphate and 6000 tons of liquid lithium fluoride phosphate has been built, combined discount is 4000 tons; Under 2000 tonnes of solid six built in lithium fluoride phosphate is expected by the end of 2018.Companies over the next six lithium fluoride phosphate mainly produced confession, compared with the foreign procurement, has more obvious cost advantage.

In addition to independent research and development, the company also through holding division model of organic silicon electrolyte material completely own property right to patent, capital increase of Zhangjiagang, longed for, for the leading technology in the field of flame retardant electrolyte, strengthen electrolyte R&D ability.

Deep tillage technology, blessed materials also built national regional supply system, with the integration of supply chain integration and operation advantages, through flexible adjustment of the production line, improve the competence of the flexible delivery. Its multiple factories adopt industry leading DCS automatic control system for production. Now after expansion and technical reformation electrolyte capacity total more than 70000 tons/year.

New main bond: development/merger and purchase/cooperate with large customer's troika

At present, the new main bond has reached more than 300 kinds of new additives products, has high mass production nickel electrolyte, ternary adaptation in technology.

By merger and purchase, the new main bond is extending its lithium electricity business. One is the acquisition of Basf's China business electrolyte, patent and Suzhou production base, further enhance the core competitiveness of company products in the new energy industry chain; Second, on March 5, 2018, the new main bond capital increase share company Fujian Yong Jing technology co., LTD. 72 million yuan, 25%;Three is the transferee day nai 5.95% stake in science and technology.

Around the customer, the new main states of the main strategy is: based on the current market situation, the company will adopt a flexible competitive strategy, timely grasp the market opportunity, continue to expand the market share for the main high quality customer. This new main states with large customers to develop the European market, proposed in Poland of building with 360 million yuan annual output of 40000 tons of electrolytic project.

Cathay Pacific warom: focusing quality international market to customers

As old lithium battery electrolyte enterprise, Jiangsu Guotai subsidiary of cathay warom product positioning in the high-end, has strong ability of research and development capabilities and process technology, have great influence in the industry, has set a good brand image in the market, occupy the important one seat in the industry of the electrolyte.

Jiangsu Guotai international said, according to company development strategy, the company's future will speed up the development of chemical new materials and new energy business. In terms of the customer to choose, by focusing on the customer credit, enterprise culture, management efficiency, the development speed, and is in line with the company's strategic development direction to choose the high quality customer resources. Company currently customer structure mainly international brands and related national famous brand.

Tianjin Taurus: adjust the pace of accelerated expansion

Taurus for a long time, Tianjin reputation in the industry is not bad, constrained by capacity, system factors, such as Tianjin Taurus in li-ion battery electrolyte marketing are more conservative, the business progress is slow.

According to high lithium electricity of Tianjin Taurus has group company reached a cooperation with a domestic capital is abundant, quasi been an annual output of 20000 tons of electrolytic project. At present, the project is being gradually. After completion of construction, Tianjin Taurus will have annual output of 30000 tons of production capacity.

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