PUBLISHER: CCM Data & Business Intelligence | PRODUCT CODE: 325559
PUBLISHER: CCM Data & Business Intelligence | PRODUCT CODE: 325559
In order to optimize and strengthen the lithium battery new energy industry, Jiangxi Province has published a number of policies on the liion battery energy industry.
In Oct., the price of LiPF6 rose again due to strong market demand and tight supply.
On 17 Oct., Yicheng New Energy announced that it plans to acquire Henan Bocan for USD16.06 million (RMB114.00 million) and Sichuan Kaitan for USD30.99 million (RMB220.00 million); both companies have production capabilities for graphite anode.
On 13 Oct., Shinghwa Advanced Material announced that it plans to build 100,000 t/a liquid LiPF6 and to terminate the construction of 5,000 t/a LiPF6 project (phase II) approved in 2015.
CATL increased its investment to CMOC and became CMOC's second largest shareholder, which will further improve the company's li-ion battery industry chain.
In early Oct., lithium companies reported positive results in Q3 2022, benefiting from the continued booming of the new energy sector.
Guocheng Mining, Tiannai Technology and Shanghai Jinyuansheng set up two joint ventures, which are engaged in LFP, lithium manganese iron phosphate new cathode materials and li-ion battery cathode material precursor business respectively.
In Sept. 2022, China's installed capacity of power battery was 31.6 GWh, a YoY increase of 101.6% and a MoM increase of 14.0%. From Jan.-Sept. 2022, China's total installed capacity of power battery was 193.7 GWh, a cumulative growth of 110.5% over last year.
The price of cathode materials in Oct. rose and may rise slightly in the short term.
The price of some anode materials has decreased slightly this month, but the overall prices mainly kept stable. The change of price is expected to be small in the short term.
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China's Li-ion battery market has developed at breakneck pace in recent years, fuelled by the rise of the mobile phone, the tablet, and more lately the electric vehicle and energy storage industries.
Up to this point, Chinese manufacturers have used cost advantages to grab market share from their competitors in Japan, Korea and the US, but their long-term future is still uncertain as they struggle to close the R&D gap between themselves and their international competitors. Industry consolidation is also sure to accelerate over the next few years.
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Headline
China Li-ion Battery E-News 202210
Editor's Note
Market Analysis
Jiangxi Province publishes li-ion battery new energy industry policy
LiPF6 price rises in Oct.
Company Dynamics
Yicheng New Energy acquires two anode materials companies
Shinghwa Advanced Material to build 100,000 t/a liquid LiPF6
CATL adds investment to CMOC
Preview of lithium enterprises' performance in Q3 2022
Lily to build LFP and lithium carbonate projects
Zhicun's li-ion battery materials industry park project signed
Shanshan to build 300,000 t/a anode material project
Huayou Cobalt's lithium salts project starts construction
Guangxi Chenyu's first anode materials production line goes into production
Dazhong Mining to build lithium carbonate and battery projects
Yibin Tianyuan's LFP project starts construction
Hengchuan Technology's wet process separator project signed in Anqing
Xuzhou Yichang starts to build LFP project
Upstream Dynamics
Guocheng Mining invests in cathode materials and precursor projects
Shaanxi Jutai signs new energy project
Downstream Dynamics
China's installed capacity of power battery increases by 101.6% YoY in Sept.
Import and Export
Import and export of major Li-ion battery materials and Li-ion batteries in China in Sept. 2022
Price Update
Prices of cathode materials rise in Oct.
Anode price mainly keeps steady in Oct.
Prices of major Li-ion battery materials in China in Oct. 2022