Chinaโ€™s LCO material, battery exports to decrease in May as coronavirus hits demand

๊ฒŒ์‹œ๋จ: Apr 23, 2020 11:53
Demand for Chinese lithium cobalt oxide (LCO), a type of cathode material used to produce lithium batteries, could fall 40% in May, SMM estimates. This is against the backdrop of the coronavirus crisis overseas, which has led to steep declines in Chinaโ€™s export orders and prompted domestic smartphone makers to mull output cut.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
1์‹œ๊ฐ„ ์ „
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
๋” ๋ณด๊ธฐ
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
[SMM Anal.] 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์œ ํ™ฉ ์‚ฐ์—… ์ฒด์ธ ๋ฆฌ๋ทฐ๏ผš ๊ณต๊ธ‰ ์ถฉ๊ฒฉ ์† ๊ทน์‹ฌํ•œ ๋ณ€๋™์„ฑ๏ผŒ ๊ณ ์ˆ˜์ค€ ํšก๋ณด ์œ ์ง€
์ด ๊ณต๊ธ‰ ์œ„๊ธฐ์˜ ๋ณธ์งˆ์€ '์‚ผ์ค‘ ์••๋ฐ•'์ด๋‹ค. 1์ธต: ๋ฌผ๋ฆฌ์  ์ฐจ๋‹จ โ€“ ํ˜ธ๋ฅด๋ฌด์ฆˆ ๋ด‰์‡„๋กœ ์ค‘๋™ ๊ณต๊ธ‰์ด ๋Š๊ธฐ๋ฉฐ ์ „ ์„ธ๊ณ„ ํ•ด์ƒ ๋ฌด์—ญ์˜ ๊ฑฐ์˜ ์ ˆ๋ฐ˜์ด ์ค‘๋‹จ๋˜์—ˆ๋‹ค. 2์ธต: ์ •์ฑ… ๋ด‰์‡„ โ€“ ๋Ÿฌ์‹œ์•„, ์นด์žํ์Šคํƒ„, ํ„ฐํ‚ค์˜ ์ค‘๋ณต ์ˆ˜์ถœ ๊ธˆ์ง€๊ฐ€ ๋Œ€์ฒด ๊ณต๊ธ‰์›์„ ์ฐจ๋‹จํ•ด ์ „ ์„ธ๊ณ„ ๊ฑฐ๋ž˜ ๊ฐ€๋Šฅ ๋ฌผ๋Ÿ‰์„ ๋”์šฑ ์กฐ์˜€๋‹ค. 3์ธต: ์ƒ์‚ฐ ๋Šฅ๋ ฅ ๋ฐ ์žฌ๊ณ  ๋ถ•๊ดด โ€“ ์ „์Ÿ ํ”ผํ•ด๋ฅผ ์ž…์€ ์ค‘๋™ ์ƒ์‚ฐ ์‹œ์„ค์˜ ์žฌ๊ฐ€๋™์ด ๋”๋””๋‹ค.
1์‹œ๊ฐ„ ์ „
์ธํ™”ํ•™ ์—…๊ณ„: 6์›” ์œ ํ™ฉ ๊ธ‰๋“ฑ, ์ธ๊ด‘์„ ๊ฒฌ์กฐ์„ธ ์œ ์ง€, ๋น„๋ฃŒ ํž˜๊ฒจ์šด ์ƒํ™ฉ, ์‹ ์†Œ์žฌ ํ™•์žฅ
1์‹œ๊ฐ„ ์ „
์ธํ™”ํ•™ ์—…๊ณ„: 6์›” ์œ ํ™ฉ ๊ธ‰๋“ฑ, ์ธ๊ด‘์„ ๊ฒฌ์กฐ์„ธ ์œ ์ง€, ๋น„๋ฃŒ ํž˜๊ฒจ์šด ์ƒํ™ฉ, ์‹ ์†Œ์žฌ ํ™•์žฅ
๋” ๋ณด๊ธฐ
์ธํ™”ํ•™ ์—…๊ณ„: 6์›” ์œ ํ™ฉ ๊ธ‰๋“ฑ, ์ธ๊ด‘์„ ๊ฒฌ์กฐ์„ธ ์œ ์ง€, ๋น„๋ฃŒ ํž˜๊ฒจ์šด ์ƒํ™ฉ, ์‹ ์†Œ์žฌ ํ™•์žฅ
์ธํ™”ํ•™ ์—…๊ณ„: 6์›” ์œ ํ™ฉ ๊ธ‰๋“ฑ, ์ธ๊ด‘์„ ๊ฒฌ์กฐ์„ธ ์œ ์ง€, ๋น„๋ฃŒ ํž˜๊ฒจ์šด ์ƒํ™ฉ, ์‹ ์†Œ์žฌ ํ™•์žฅ
2026๋…„ 6์›”, ์ธํ™”ํ•™ ์‚ฐ์—… ์ฒด์ธ์€ ๊ทน์‹ฌํ•œ ๋น„์šฉ ์••๋ ฅ ์•„๋ž˜ ์‹ฌ๋Œ€ํ•œ ๊ฐ€๊ฒฉ ์žฌ์กฐ์ •์„ ๊ฒช์—ˆ๋‹ค. ๋„ค ๊ฐ€์ง€ ํ‚ค์›Œ๋“œ โ€” "Surge, Hold, Strain, Expand" โ€” ๊ฐ€ ํ•œ ๋‹ฌ ๋‚ด๋‚ด์˜ ์–‘์ƒ์„ ํฌ์ฐฉํ•œ๋‹ค.
1์‹œ๊ฐ„ ์ „
CATL, ๋ฐ”์ด์˜ค ํ‘์—ฐ ์ƒ์šฉํ™” ๊ฐ€์† ์œ„ํ•ด CarbonScape์— ํˆฌ์ž
3์‹œ๊ฐ„ ์ „
CATL, ๋ฐ”์ด์˜ค ํ‘์—ฐ ์ƒ์šฉํ™” ๊ฐ€์† ์œ„ํ•ด CarbonScape์— ํˆฌ์ž
๋” ๋ณด๊ธฐ
CATL, ๋ฐ”์ด์˜ค ํ‘์—ฐ ์ƒ์šฉํ™” ๊ฐ€์† ์œ„ํ•ด CarbonScape์— ํˆฌ์ž
CATL, ๋ฐ”์ด์˜ค ํ‘์—ฐ ์ƒ์šฉํ™” ๊ฐ€์† ์œ„ํ•ด CarbonScape์— ํˆฌ์ž
๋‰ด์งˆ๋žœ๋“œ์— ๋ณธ์‚ฌ๋ฅผ ๋‘” ๋ฐ”์ด์˜ค ํ‘์—ฐ ๊ฐœ๋ฐœ์—…์ฒด CarbonScape๊ฐ€ CATL๋กœ๋ถ€ํ„ฐ ์ „๋žต์  ํˆฌ์ž๋ฅผ ์œ ์น˜ํ–ˆ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด๋ฒˆ ํŒŒํŠธ๋„ˆ์‹ญ์€ CarbonScape์˜ ๋ฐ”์ด์˜ค ํ‘์—ฐ ๊ธฐ์ˆ ๊ณผ CATL์˜ ์‚ฐ์—…ํ™” ๋…ธํ•˜์šฐ๋ฅผ ๊ฒฐํ•ฉํ•˜์—ฌ ๋Œ€๊ทœ๋ชจ ๋ณด๊ธ‰์„ ๊ฐ€์†ํ™”ํ•˜๊ณ  ์œ ๋Ÿฝ ๋ฐ ๊ธฐํƒ€ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์—์„œ์˜ ์ƒ์šฉํ™”๋ฅผ ์ง€์›ํ•  ๊ณ„ํš์ด๋‹ค. CarbonScape๋Š” ์ž์‚ฌ ๊ธฐ์ˆ ์ด ์ž„์—… ๋ถ€์‚ฐ๋ฌผ์„ ๋ฐฐํ„ฐ๋ฆฌ๊ธ‰ ํ‘์—ฐ์œผ๋กœ ์ „ํ™˜ํ•˜๋ฉฐ, ๋ชฉํ‘œ ๋น„์šฉ์€ ๊ธฐ์กด ํ‘์—ฐ๊ณผ ๋น„์Šทํ•˜์ง€๋งŒ ํƒ„์†Œ ๋ฐœ์ž๊ตญ์€ ํฌ๊ฒŒ ๋‚ฎ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
3์‹œ๊ฐ„ ์ „
Demand for Chinese lithium cobalt oxide (LCO), a type of cathode mater - Shanghai Metals Market (SMM)