The hottest policy boosts the demand for ternary b

2022-08-21
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The policy boosts the increase in the demand for ternary batteries and drives the price of lithium and cobalt up

the notice on adjusting the financial subsidy policy for improving the promotion and application of new energy vehicles in the process of designing safe and reliable products further clarifies that new energy vehicles with high endurance mileage and high energy density are the direction of policy subsidies in the future. Industry insiders expect that the ternary battery used in new energy vehicles is more in line with this technical route, which has a significant continuous pulling effect on the upstream lithium and cobalt prices

ternary batteries are sought after by the market

the notice said that according to the technical progress of power batteries, further improve the threshold requirements for energy density of pure electric passenger cars, non fast charging pure electric buses, and special vehicle power battery systems, and encourage high performance and initiative. 8. After the test, automatically archive them, and automatically obtain * large force, yield strength, tensile strength, modulus of elasticity, elongation Bending modulus and other data force and electricity, especially when encountering some product problems. Among them, for new energy pure electric passenger vehicles with a range of more than 300 kilometers, the amount of subsidies will increase instead of decrease

under the "baton" of this policy subsidy, ternary batteries, which are more prominent in terms of endurance mileage and energy density performance, have been unanimously favored by battery manufacturers. According to the data of lithium branch of China Nonferrous Metals Industry Association, in 2017, the output of ternary materials, as the cathode material in power batteries, increased significantly by 94% year-on-year

CITIC Securities automotive industry analysts believe that due to the increased requirements of the policy on endurance mileage, a large number of A00 passenger cars will be upgraded from 150 kilometers to 200 kilometers in 2018, and the consumption of single vehicle batteries will increase; The range of A-class models will also be increased to 350 km -400 km, and the demand for single vehicle batteries is expected to increase significantly. According to estimates, the demand for power batteries in 2017 was 36gwh, an increase of 20% over the same period last year; It is estimated that the demand for power batteries in 2018 will be 45gwh-50gwh, an increase of 30% - 35% over the same period last year

with the large-scale application of ternary material batteries in the field of passenger cars and logistics vehicles, the demand for cobalt has increased significantly, and the domestic cobalt price has been rising, with a growth rate of nearly three times, and the quotation is close to US $600000 per ton. Relevant market participants predict that the price of cobalt is expected to reach US $million per ton

the performance of related companies is beautiful

many listed companies that have deployed ternary power batteries in advance have achieved good performance in 2017

Shanshan shares' main business is the production and sales of positive and negative battery materials. The company expects that the performance in 2017 is expected to increase by 520 million yuan to 620 million yuan, with a year-on-year increase of 157.50% to 187.79%. The company said that the pre increase in performance was mainly due to the substantial year-on-year growth in the operating performance of the company's lithium battery material cathode business

Yiwei lithium energy predicts that the tensile test steps of the net profit seat belt tension machine belonging to the shareholders of the listed company in 2017 will be 377.7228 million yuan -428.0858 million yuan, an increase of 50%-70% over the same period last year. The company said that one of the main reasons for the increase in 2017's annual performance compared with the same period last year was the continued progress in the power battery and energy storage battery business, and the increase in customers' performance

Tianpeng power supply, a subsidiary of Aoyang Shunchang holdings, has been deployed in the field of ternary material powered cylindrical batteries for 10 years. During the reporting period, the company's lithium battery business achieved an operating income of 678.5345 million yuan, an increase of 91.68% year-on-year; The net profit was 185344600 yuan, a year-on-year increase of 197.61%; The contribution to the net profit attributable to the shareholders of the listed company was 87.221 million yuan, accounting for about 24.61% of the net profit attributable to the shareholders of the listed company

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