Industry data show that on July 9, the domestic market price of lithium hexafluorophosphate continued to rise by 10, 000-20, 000 yuan / ton, with a quotation of 390000-425000 yuan / ton.
Lithium hexafluorophosphate, the main component of lithium battery electrolyte, is the electrolyte with relatively good performance and the most widely used electrolyte, accounting for about 35% to 40% of the total cost of the electrolyte. Sales of new energy vehicles have increased significantly since September 2020, and the price of lithium hexafluorophosphate has risen all the way up against the backdrop of rigid supply, more than fourfold since its low point. The agency pointed out that looking forward to 2022, according to the current disclosure, most of the new capacity is expected to be concentrated in the second half of the year, and the God-given capacity will only be used for self-supply. Taken together, the current round of hexafluorine prices are expected to remain high until the first half of next year.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Lithium polyfluoropolyhexafluorophosphate has an existing production capacity of 10000 tons / year, and a production capacity of 10000 tons / year under construction (including 5000 tons / year of Jiaozuo and 5000 tons / year of Yunnan).
Yuntianhua and Dofuoduo jointly funded the first phase of the joint venture to build 5000 tons of lithium hexafluorophosphate per year, which is planned to be completed in 2022.
