On October 18, the average price of lithium hexafluorophosphate in the domestic market was 520000 yuan / ton, up 10, 000 yuan / ton from the previous day, compared with 107000 yuan / ton at the beginning of this year. At present, the long unit price of most lithium hexafluorophosphate enterprises is maintained at 200000-350000 yuan / ton, and the state of full production and full sale is maintained.
Guojin Securities Research report said that new energy led lithium hexafluorophosphate (LiPF6) demand upward, the scale of the industry continues to expand, is currently in a trend of production expansion, it is expected that the tension between supply and demand will ease. LiPF6 is a kind of lithium-ion battery electrolyte and an important component of lithium-ion battery electrolyte. The proportion of electrolyte added per ton is about 0.12-0.13. With the expansion of lithium-ion battery production, the demand for LiPF6 will continue to grow. We estimate that the demand for LiPF6 will be about 66000 tons in 2021 and 238000 tons in 2025, with a compound growth rate of 38% in the next four years. It is judged that the price of LiPF6 will remain high until the middle of 2022, and after the second half of 2022, the supply and demand of the industry will ease.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Tianci currently has a nominal production capacity of 30000 tons / year of liquid lithium hexafluorophosphate and 2000 tons / year of solid lithium hexafluorophosphate.
Yongtai Technology has a production capacity of 2000 tons of lithium hexafluorophosphate and 500 tons of LiFSI, which is deeply bound to the Ningde era.
