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The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?
Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.
China EV Battery Installations in Oct: CATL Share at 42.78%, BYD 26.73%
The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.
As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.
Exclusive | Unveiling the first mass-produced full solid state battery assembly line: the scale cost is not higher than liquid, but still can't be used in cars
①The first solid state battery production line has been put into operation again, sparking discussion. The builder of this production line, a person from Pure Lithium New Energy Company, stated that current customers come from energy storage and electric two-wheelers, not involving power batteries; ② Pure Lithium New Energy has put into operation a production line with a target capacity of 200MWh, and has planned to expand to 6GWh solid state energy storage battery production line; ③ In the A-share market, various companies mainly focus on the technical routes of oxides and sulfides.
The first domestic full-solid-state lithium battery production line has officially started production
1. Recently, the first domestic full solid state lithium battery production line was officially put into operation, marking a new stage of mass production for the pure lithium 50 amp-hour solid state battery developed and produced by the company; 2. Currently, the target production capacity of the pure lithium new energy production line is 200 megawatt-hours, equivalent to simultaneously charging 0.2 million two-wheeled vehicles, and after reaching full production, it can produce thousands of solid state batteries per day.
GGII: China's lithium battery shipments in the first three quarters reached 786GWh, a 30% year-on-year increase.
Preliminary research data from the China Lithium Battery Research Institute (GGII) shows that the lithium battery shipments in China in 2024 Q1-Q3 were 786 GWh, a 30% year-on-year increase.
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