
Based on data from GGII, in 2016 the domestic cathode material output 154,000 tons, with year-on-year growth of 36%. Its growth is mainly driven by
lithium iron phosphate(LFP/ LiFePO4), ternary materials, lithium cobalt oxide(LCO/LiCoO2). And Lithium iron phosphate, lithium manganese oxide (LMO/ LiMn2O4) to domestic demand-based, lithium cobalt oxide, ternary materials have bulk exports, especially lithium cobalt oxide, because overseas manufacturers gradually give up producing lithium cobalt oxide; 2016 cathode materials all rose in price, because of the impact of price increases of lithium carbonate.
In the field of anode materials, in 2016, China's anode material output of 116,400 tons, an increase of 63%, of which driven by domestic demand and exports.
In the field of electrolytes, 2016 electrolytic liquid production in China 86,700 tons, an increase of 49%; electrolyte prices in 2016 year on year increase of more than 100%, the price increase is mainly driven by lithium hexafluorophosphate.
In the field of separator, 2016 Separator production in China 1.02 billion square meters, an increase of 89%; growth is mainly driven by domestic demand and exports, there are four domestic enterprises to achieve bulk export;
China's lithium-ion battery materials export rate increased rapidly
In the past few years, driven by the two-wheel of policy and capital, China's Lithium battery industry has seen a jump in growth. Lithium battery key materials, electrolytes, cathode, anode have all basically realized 100% of the localization, and also to achieve large quantities of exports.
At the same time, the localization rate of auxiliary materials is still low, such as PVDF, SBR,
aluminum plastic film, especially aluminum-plastic film, localization rate of less than 5%, therefore, there are investment opportunities for auxiliary materials.
With advantages of resources and cost, the pace of domestic materials to enter the international market is accelerating. It is expected that in 2017, China's lithium battery materials exports will grow more than 20%.
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lithium battery equipment and materials. We look forward to cooperating with you.
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Zoe Chen
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