Domestic lithium hexafluorophosphate long single lock has accounted for more than 70% of the total.

With the global recognition of new energy vehicles is getting higher and higher, the development of new energy vehicles has reached a consensus, the trend is becoming more and more obvious, and the demand is increasing.

Under the stimulation of downstream demand, the supply of indispensable raw materials for power batteries such as lithium hexafluorophosphate is also tight.

"from the long list of lithium hexafluorophosphate recently announced by various companies, a large number of lithium hexafluorophosphate on the market has been locked, accounting for more than 70% of the total lithium hexafluorophosphate in China." Zhong Yi, deputy general manager of Fujian Longde New Energy Co., Ltd., said in an exchange with Battery Network on July 27, "even so, these quantities may not be enough for customers with long orders, but there is still a gap." At the same time, there are many electrolyte companies that have not signed long orders, and the margin can not meet their needs, and the gap is still very large from the demand will shown in the current market. "

Battery Network noted that recently, a number of lithium hexafluorophosphate producers have begun to expand production, but Zhong Yi believes that the volume of production expansion is far from enough to increase in the future market, and most of the new capacity will not be released until the second half of next year.

"the rate of production expansion cannot keep pace with the growth of market demand, and the volume of production expansion is not enough to meet the demand of market growth." Zhong Yi calculates that the supply of lithium hexafluorophosphate next year is still relatively tight.

Zhong Yi also said that at present, lithium hexafluorophosphate is not very tight, but because the supply of VC can not meet the market demand, indirectly compressing the demand for various materials, if VC can be supplied normally, the demand for lithium hexafluorophosphate will further increase. According to multi-party sources, the expansion and increment of VC has been carried out, at the same time, relevant enterprises have been developing formulations with less VC or VC-free.

In addition, in terms of price, Zhong Yi predicted that the future price trend of lithium hexafluorophosphate will form a tacit understanding with the market demand, and will form a reasonable and healthy market pricing to meet and adapt to the market.