SMM, December 28th: at a time when the prices of lithium carbonate and lithium hydroxide, raw materials for power batteries, continue to rise, every move of lithium hexafluorophosphate, a raw material for power battery electrolyte, which first set off a price rise on its own in 2021, has also attracted the attention of investors. Yan'an Bikang said frankly when it was recently investigated by the agency that the market price of lithium hexafluorophosphate products is still on the rise.
Combined with the demand pull of new energy vehicles and other application fields and the current tight supply and demand of lithium hexafluorophosphate market, Yan'an Bikang believes that the price of lithium hexafluorophosphate will remain high for a period of time in the future. With the subsequent expansion of production in the industry, the production capacity of lithium hexafluorophosphate will be released. With the improvement of supply and demand, the price of lithium hexafluorophosphate is expected to be adjusted to a certain extent.
With the rapid rise in the price of lithium hexafluorophosphate, SMM also put on the quotation of lithium hexafluorophosphate. According to the spot price of SMM, since May 6 alone, the spot price of lithium hexafluorophosphate has risen to 550000 yuan / ton, an increase of 124.49%.
"Click to view the price of SMM new energy products
In addition, Yan'an Bikang also revealed that the production capacity of lithium hexafluorophosphate products in the 99-year-old science and technology new energy sector has currently reached 6400 tons / year, and the production capacity is in the forefront of the industry. At present, the company's lithium hexafluorophosphate products have sufficient orders on hand, which is in the state of continuous full production and full sale, and the company basically has no inventory accumulation.
The rapid rise in the price of lithium hexafluorophosphate this year has also prompted many enterprises to expand their production capacity and strive for a piece of the pie in this field. On December 28, Shenzhen Xinxing also said on the interactive platform that the company's second lithium hexafluorophosphate production line equipment has been purchased and is currently under installation, which is expected to be completed in April 2022. As early as early November, Songyan Metallurgy, a wholly owned subsidiary of the company, planned to invest 700 million yuan to build a lithium hexafluorophosphate project with an annual output of 15000 tons in Songyan Industrial Park, Quannan County, Ganzhou City, Jiangxi Province. The construction period of the project is 1.5 years, and the construction is planned to be divided into four phases.
Tianji Co., Ltd. announced on December 23 that the company plans to raise no more than 2.11 billion yuan for 30, 000 tons of new electrolyte lithium salts such as lithium hexafluorophosphate and integrated supporting projects and supplementary liquidity of Jiangsu Teri Lianteng material Technology Co., Ltd. At the beginning of the same month, Tianji shares also announced that Xintai Materials, a subsidiary, intends to agree with Jiangsu Changshu New Materials Industrial Park and Jiangsu Ruitai New Materials Investment letter of intent to invest 3 billion to build a production and sales project with an annual output of 30000 tons of lithium hexafluorophosphate and other lithium salt materials. continue to expand the company's layout in the field of lithium hexafluorophosphate.
On November 25th, Shida Shenghua announced that its holding subsidiary Wintek New Energy 5000 tons / year lithium hexafluorophosphate project (phase I) 2000 tons / year lithium hexafluorophosphate plant has reached production, another 5000 tons / year lithium hexafluorophosphate project (phase II) 3000 tons / year lithium hexafluorophosphate project started construction, is carrying on the relevant preparatory work before construction.
On November 5, the domestic electrolyte giant Tianzhi material publicly announced that the 60, 000-ton liquid lithium hexafluorophosphate plant and 150000-ton electrolyte mother liquor preparation device built by the company's wholly-owned subsidiary Jiujiang Tianzhi had been formally put into operation and entered the stage of trial production.
Within a short period of two months, a number of enterprises have issued actions to expand production, and the popularity of lithium hexafluorophosphate can be seen. And according to incomplete statistics, the planned investment capacity of lithium hexafluorophosphate has exceeded 750000 tons this year, and the industry has boldly predicted that the supply gap of lithium hexafluorophosphate will still exist in 2022, with a shortfall of 17000 tons in 2022, 35000 tons in 2023, and more than 60, 000 tons in 2024.
Although the recent quotation of lithium hexafluorophosphate maintains stability, according to SMM research, the current raw material price of lithium hexafluorophosphate has risen somewhat. At present, some enterprises have the intention to increase the price, but the price transmission still needs a certain amount of time. Superposition of the current near the end of the year, this year's good terminal demand raised market expectations, electrolyte enterprises to step up the stock of upstream materials, SMM also expects the future price of electrolyte will rise. "View details
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