MIIT: China Lithium Battery Output Exceeded 82GWh from January to February 2022

๊ฒŒ์‹œ๋จ: Apr 6, 2022 10:03
SHANGHAI, Apr 6 (SMM) - From January to February, China's lithium-ion battery industry maintained a rapid growth trend.

SHANGHAI, Apr 6 (SMM) - From January to February, China's lithium-ion battery industry maintained a rapid growth trend. The total domestic lithium battery output from January to February exceeded 82GWh. The output of energy storage batteries exceeded 9GWh, and the installed capacity of power batteries for new energy vehicles was 30GWh. The total export of lithium batteries reached 35.7 billion yuan.

The output of cathode materials, anode materials, separators, and electrolytes reached 235,000 mt, 140,000 mt, 1.75 billion square meters, and 105,000 mt respectively from January to February.  The output of battery-grade lithium carbonate and lithium hydroxide reached 37,000 mt and 29,000 mt respectively from January to February, and their prices exceeded 480,000 yuan/mt and 440,000 yuan/mt respectively at the end of February.

๋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
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
1์‹œ๊ฐ„ ์ „
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
๋” ๋ณด๊ธฐ
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
Ecora์˜ Voisey's Bay ์ฝ”๋ฐœํŠธ ์ง€๋ถ„, ์ง€ํ•˜ ๊ด‘์‚ฐ ์ฆ์‚ฐ ์™„๋ฃŒ ์ž„๋ฐ•์œผ๋กœ ์ƒ๋ฐ˜๊ธฐ ์ „๋…„ ๋Œ€๋น„ 90% ์ฆ๊ฐ€
์—์ฝ”๋ผ ๋กœ์—ดํ‹ฐ์Šค๊ฐ€ 9์›” 2์ผ ๋ฐœํ‘œํ•œ 2026๋…„ ์ค‘๊ฐ„ ์‹ค์ ์— ๋”ฐ๋ฅด๋ฉด, ํšŒ์‚ฌ๋Š” ์˜ฌํ•ด ์ƒ๋ฐ˜๊ธฐ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์ฝ”๋ฐœํŠธ ์ŠคํŠธ๋ฆผ์„ ํ†ตํ•ด 266ํ†ค์˜ ์ฝ”๋ฐœํŠธ๋ฅผ ์ˆ˜์ทจํ–ˆ๋‹ค. ์ด๋Š” 2025๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ 140ํ†ค ๋Œ€๋น„ ์•ฝ 90% ์ฆ๊ฐ€ํ•œ ์ˆ˜์น˜๋‹ค. ์—์ฝ”๋ผ๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด์˜ ์ง€ํ•˜ ์ฑ„๊ตด ์ž‘์—… ์ฆ์‚ฐ์ด ํ˜„์žฌ ์‹ค์งˆ์ ์œผ๋กœ ์™„๋ฃŒ๋˜์—ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฝ”๋ฐœํŠธ ๋ฌผ๋Ÿ‰ ์ฆ๊ฐ€์™€ ๊ฐ€๊ฒฉ ๊ฐ•์„ธ์— ํž˜์ž…์–ด, ์ŠคํŠธ๋ฆผ ๋น„์šฉ ์ฐจ๊ฐ ํ›„ ํ”„๋กœ์ ํŠธ ํฌํŠธํด๋ฆฌ์˜ค ๊ธฐ์—ฌ๋„๋Š” ์ƒ๋ฐ˜๊ธฐ์— 1,350๋งŒ ๋‹ฌ๋Ÿฌ๋กœ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 230% ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ํ‰๊ท  ์‹คํ˜„ ์ฝ”๋ฐœํŠธ ๊ฐ€๊ฒฉ์€ ์ „๋…„ ๋™๊ธฐ ํŒŒ์šด๋“œ๋‹น 16.5๋‹ฌ๋Ÿฌ์—์„œ 28.4๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šนํ–ˆ๋‹ค. ํ•œํŽธ, ๋ฒ ์ผ ๋ฒ ์ด์Šค ๋ฉ”ํƒˆ์Šค๋Š” ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ ์—ฐ๊ฐ„ ์•ฝ 280๋งŒ ํ†ค์—์„œ 380๋งŒ ํ†ค์œผ๋กœ ํ™•์žฅํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๊ด€๋ จ ์˜ˆ๋น„ ํƒ€๋‹น์„ฑ ์กฐ์‚ฌ๊ฐ€ ์ง„ํ–‰ ์ค‘์ด๋ฉฐ, ์ตœ์ข… ํˆฌ์ž ๊ฒฐ์ •์€ 2028๋…„๊ฒฝ์„ ๋ชฉํ‘œ๋กœ ํ•˜๊ณ  ์žˆ๋‹ค. ๋˜ํ•œ ์ด ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„์— ์ง€ํ•˜ ๋ฐ ์ง€ํ‘œ ์‹œ์ถ”๋ฅผ ๊ณ„ํšํ•˜์—ฌ ๊ด‘์‚ฐ ๊ณ„ํš์„ ์ตœ์ ํ™”ํ•˜๊ณ , ์ž์› ํ™•์žฅ์„ ์ง€์›ํ•˜๋ฉฐ, ๊ด‘์‚ฐ ์ˆ˜๋ช…์„ ์—ฐ์žฅํ•  ๊ฐ€๋Šฅ์„ฑ์„ ๋ชจ์ƒ‰ํ•˜๊ณ  ์žˆ๋‹ค. ์—์ฝ”๋ผ๋Š” ๋˜ํ•œ ๋ณด์ด์‹œ์Šค ๋ฒ ์ด ์„ ๊ด‘์žฅ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 3๋ถ„๊ธฐ์—, ๋กฑ ํ•˜๋ฒ„ ์ •๋ จ์†Œ์˜ ์ •๊ธฐ ๋ณด์ˆ˜๊ฐ€ 4๋ถ„๊ธฐ์— ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.
1์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
18์‹œ๊ฐ„ ์ „
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
๋” ๋ณด๊ธฐ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
SMM ๋ฐ์ผ๋ฆฌ ๋ฆฌ๋ทฐ: 9์›” 2์ผ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ
์˜ค๋Š˜ SMM ์ „์ง€๊ธ‰ ํƒ„์‚ฐ๋ฆฌํŠฌ ํ˜„๋ฌผ ๊ฐ€๊ฒฉ์€ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝํ–ˆ๋‹ค. ํƒ„์‚ฐ๋ฆฌํŠฌ 2701 ๊ณ„์•ฝ์€ ์˜ค๋Š˜ 157,000์œ„์•ˆ/ํ†ค์— ๋‚ฎ๊ฒŒ ๊ฐœ์žฅํ•œ ํ›„ ํ•˜๋ฝ์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ์˜ค์ „ ์žฅ์ค‘ 156,000~157,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ์•ฝ์„ธ ํ๋ฆ„์„ ๋ณด์˜€์œผ๋ฉฐ, ์žฅ์ค‘ ๊ณ ์ ์€ 157,800์œ„์•ˆ/ํ†ค์ด์—ˆ๋‹ค. ์ •์˜ค ๋ฌด๋ ต 153,200์œ„์•ˆ/ํ†ค๊นŒ์ง€ ๊ธ‰๋ฝํ•˜๋ฉฐ ์žฅ์ค‘ ์‹ ์ €๊ฐ€๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ •์˜ค ์ „ํ›„๋กœ 154,000~156,000์œ„์•ˆ ๊ตฌ๊ฐ„์—์„œ ๋“ฑ๋ฝ์„ ๋ฐ˜๋ณตํ–ˆ๋‹ค. ์˜คํ›„ ์žฅ์—์„œ๋Š” ๋งค์ˆ˜ ์„ธ๋ ฅ์ด ์ผ์‹œ์ ์œผ๋กœ ๊ฐ€๊ฒฉ์„ ๋Œ์–ด์˜ฌ๋ ธ์œผ๋‚˜ ํ‰๊ท  ๊ฐ€๊ฒฉ์„ ์„ ๋ŒํŒŒํ•˜์ง€ ๋ชปํ–ˆ๋‹ค. ์žฅ ํ›„๋ฐ˜ ๋‹ค์‹œ ์•ฝ์„ธ๋ฅผ ๋ณด์ด๋ฉฐ ๊ฒฐ๊ตญ 3.2% ํ•˜๋ฝํ•œ 154,800์œ„์•ˆ/ํ†ค์— ๋งˆ๊ฐํ–ˆ๊ณ , ๋ฏธ๊ฒฐ์ œ์•ฝ์ •์€ 9,123๊ณ„์•ฝ ๊ฐ์†Œํ–ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” ํ•˜๋ฅ˜ ์—…์ฒด๋“ค์ด ํ•„์š”์— ๋”ฐ๋ผ ์ €๊ฐ€ ๋งค์ˆ˜์— ๋‚˜์„ฐ๋‹ค. 155,000์œ„์•ˆ/ํ†ค ์ดํ•˜์—์„œ๋Š” ํ•˜๋ฅ˜์˜ ํ˜„๋ฌผ ์ฃผ๋ฌธ ๋งค์ˆ˜ ์˜ํ–ฅ์ด ๊ณ„์† ํšŒ๋ณต๋˜์—ˆ๋‹ค. ๊ณต๊ธ‰ ์ธก๋ฉด์—์„œ๋Š” ๊ฐ€๊ฒฉ์ด ํ•˜๋ฝํ•จ์— ๋”ฐ๋ผ ํ˜„๋ฌผ ์ฃผ๋ฌธ ํŒ๋งค ์˜ํ–ฅ์ด ์—ฌ์ „ํžˆ ์•ฝํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋ฆฌํŠฌ ํ™”ํ•™ ๊ณต์žฅ์€ ๊ฐ€๊ฒฉ์„ ๊ณ ์ˆ˜ํ•˜๋ฉฐ ํŒ๋งค๋ฅผ ๋ณด๋ฅ˜ํ–ˆ๋‹ค. ์ „๋ฐ˜์ ์œผ๋กœ ์‹œ์žฅ ๋ฌธ์˜์™€ ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ๋น„๊ต์  ํ™œ๋ฐœํ–ˆ๋‹ค.
18์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
20์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
๋” ๋ณด๊ธฐ
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
SMM 9์›” 2์ผ: Albemarle๋Š” ์˜ค๋Š˜ ์ž์‚ฌ Wodgina ๊ด‘์‚ฐ์˜ ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘์— ๋Œ€ํ•œ ์ƒˆ๋กœ์šด ์ž…์ฐฐ์„ ์™„๋ฃŒํ–ˆ์Šต๋‹ˆ๋‹ค. ์ž…์ฐฐ ๋ฌผ๋Ÿ‰์€ 15,840๊ฑด์กฐํ†ค์ด๋ฉฐ, ยฑ10%์˜ ์ˆ˜๋Ÿ‰ ํ—ˆ์šฉ ์˜ค์ฐจ๊ฐ€ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค. ์ตœ์ข… ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ US$2,307/dmt CIF ์ค‘๊ตญ์œผ๋กœ ๋ณด๊ณ ๋˜์—ˆ์œผ๋ฉฐ, Liโ‚‚O 6% ๊ธฐ์ค€์œผ๋กœ ํ‘œ์ค€ํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ ์ค‘๊ตญ ์ „์žฅํ•ญ CIF ๊ธฐ์ค€์ด๋ฉฐ, VAT๋Š” ์ œ์™ธ๋ฉ๋‹ˆ๋‹ค. ๊ฒฐ์ œ ์กฐ๊ฑด์€ ์„ ๋ถˆ ํ˜„๊ธˆ ๊ฒฐ์ œ๋กœ, 9์›” 8์ผ๊นŒ์ง€ ๋Œ€๊ธˆ ์ˆ˜๋ น์ด ์™„๋ฃŒ๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
20์‹œ๊ฐ„ ์ „
MIIT: China Lithium Battery Output Exceeded 82GWh from January to February 2022 - Shanghai Metals Market (SMM)