-
Categories
-
Pharmaceutical Intermediates
-
Active Pharmaceutical Ingredients
-
Food Additives
- Industrial Coatings
- Agrochemicals
- Dyes and Pigments
- Surfactant
- Flavors and Fragrances
- Chemical Reagents
- Catalyst and Auxiliary
- Natural Products
- Inorganic Chemistry
-
Organic Chemistry
-
Biochemical Engineering
- Analytical Chemistry
-
Cosmetic Ingredient
- Water Treatment Chemical
-
Pharmaceutical Intermediates
Promotion
ECHEMI Mall
Wholesale
Weekly Price
Exhibition
News
-
Trade Service
【Chemical Machinery and Equipment Network Market Analysis】On June 16, 2022, the "Yibin on the Cloud" high-end dialogue co-organized by the Equipment Industry Development Center of the Ministry of Industry and Information Technology and Academician Ouyang Minggao Workstation was held, at which Ouyang Minggao, professor of Tsinghua University and academician of the Chinese Academy of Sciences, had a dialogue with representatives of a
number of enterprises on the price increase and supply and demand of raw materials for power batteries.
number of enterprises on the price increase and supply and demand of raw materials for power batteries.
As we all know, the price increase of power battery raw materials has gradually emerged since last year, and the rise in the first quarter of this year has been further strengthened, and in April and May, dozens of domestic automobile companies have raised the price of new energy vehicles due to the rise in raw material prices, and the changes in upstream materials have widely affected downstream vehicle companies
.
.
Ouyang Minggao believes that the global reserves of raw materials for power batteries are generally sufficient, but the current sudden outbreak of demand for new energy vehicles has led to a short-term gap between supply and demand of upstream raw materials, and the rise in raw material prices may also have some abnormal speculation
.
.
Wang Yu, chairman and CEO of Funeng Technology (Ganzhou) Co.
, Ltd.
, agreed, he believes that the contradiction between supply and demand of raw materials is actually a planned problem, and he calls on vehicle companies, battery companies and upstream material companies to do a good job in the future, and at the same time make a long-term common development plan
.
, Ltd.
, agreed, he believes that the contradiction between supply and demand of raw materials is actually a planned problem, and he calls on vehicle companies, battery companies and upstream material companies to do a good job in the future, and at the same time make a long-term common development plan
.
As an enterprise with a rapid growth rate in the installed capacity of power batteries, China Innovation Aviation has a deep
feeling for the changes in upstream materials.
According to Zheng Xiang, president of the research institute of China Innovation Aviation Technology Co.
, Ltd.
, in the face of the pressure brought by upstream resources, China Innovation Aviation has reduced costs in some links as much as possible, such as the production cost of a single GWh has dropped by 30%, and the labor cost has also dropped by more than
25%.
However, in his view, the cost of upstream raw materials has risen too much, and the cost of raw materials accounts for 70%-80% of the cost of batteries, which means that the space for battery companies to reduce costs is relatively limited, so power companies hope that upstream material prices will be further controlled
.
feeling for the changes in upstream materials.
According to Zheng Xiang, president of the research institute of China Innovation Aviation Technology Co.
, Ltd.
, in the face of the pressure brought by upstream resources, China Innovation Aviation has reduced costs in some links as much as possible, such as the production cost of a single GWh has dropped by 30%, and the labor cost has also dropped by more than
25%.
However, in his view, the cost of upstream raw materials has risen too much, and the cost of raw materials accounts for 70%-80% of the cost of batteries, which means that the space for battery companies to reduce costs is relatively limited, so power companies hope that upstream material prices will be further controlled
.
In addition to taking its own cost-reduction measures, Zheng Xiang also said that China Innovation Aviation is also committed to establishing long-term and stable cooperative relations with upstream suppliers to ensure the supply of raw materials for a long time in the future, and will also help upstream material suppliers to ensure the supply
of materials at the next level.
of materials at the next level.
As the helm of lithium battery cathode material suppliers, Bai Houshan, chairman of Ningbo Rongbai New Energy Technology Co.
, Ltd.
, has a relatively optimistic view, saying at the meeting that if lithium resources have not encountered the current new crown epidemic, lithium prices have now steadily declined
.
The reason why the volatility is still large is mainly due to the demand correction
caused by the recovery of automobile production in May and June.
, Ltd.
, has a relatively optimistic view, saying at the meeting that if lithium resources have not encountered the current new crown epidemic, lithium prices have now steadily declined
.
The reason why the volatility is still large is mainly due to the demand correction
caused by the recovery of automobile production in May and June.
Bai Houshan judged that the general trend of lithium prices is definitely declining, and the price of nickel, another major material of power batteries, has now begun to decline, and will decline rapidly, and it is expected that the market supply of metal nickel will exceed 400,000 tons next year, and the price of nickel will fall from more than 20,000 US dollars per ton to less than
15,000 US dollars next year.
15,000 US dollars next year.
Wu Kai, chief scientist of CATL New Energy Technology Co.
, Ltd.
, said that the continuous rise of raw materials is very detrimental to the healthy development of the power battery industry, and there are two important points to change this status quo, one is that the current lithium resources mainly rely on imports, so China should increase the exploration and exploitation of lithium mines and increase self-supply capacity; Second, the power battery industry should develop into a green industry, and battery recycling and reuse are necessary
.
, Ltd.
, said that the continuous rise of raw materials is very detrimental to the healthy development of the power battery industry, and there are two important points to change this status quo, one is that the current lithium resources mainly rely on imports, so China should increase the exploration and exploitation of lithium mines and increase self-supply capacity; Second, the power battery industry should develop into a green industry, and battery recycling and reuse are necessary
.
According to him, CATL entered the battery recycling industry when it acquired Guangdong Bangpu in 2015, and CATL laid out the battery replacement business, one of the purposes is also to facilitate battery recycling
.
Some analysts believe that in terms of cost, the cost of extracting raw materials from recycled batteries is lower than the cost of directly purchasing raw materials, and when the battery recycling industry gradually matures, battery companies do not need to rely solely on the mining of lithium resources, and manufacturing costs will be further reduced
.
.
Some analysts believe that in terms of cost, the cost of extracting raw materials from recycled batteries is lower than the cost of directly purchasing raw materials, and when the battery recycling industry gradually matures, battery companies do not need to rely solely on the mining of lithium resources, and manufacturing costs will be further reduced
.
Original: Ouyang Minggao talks to battery companies: how to break the continuous rise in raw material prices?
