The price of lithium ferrous phosphate has reached a new high! On the news that the installed capacity of batteries has greatly increased, as of February 27th, 65,438+,the price of lithium iron phosphate from Antaike is 10.2 million yuan/ton, reaching a new high! It has gone up 168% this year!
As the core component of new energy vehicles, with the rapid increase in the popularity of new energy vehicles, the demand for lithium batteries is also increasing. According to the latest market data of China Automotive Power Battery Industry Innovation Alliance, the output of power batteries in China is 28.2GWh, up 12 1.8% year-on-year and 12.4% quarter-on-quarter. Among them, the output of ternary batteries 10.39GWh accounted for 36.80% of the total output, up 93.5% year-on-year and down 4.5% quarter-on-quarter; The output of lithium iron phosphate battery was 15.9GWh, accounting for 63.3% of the total output, up 229. 19% year-on-year and1.99% quarter-on-quarter. This is the seventh consecutive month that the output of lithium iron phosphate batteries has surpassed that of ternary batteries since May this year.
According to the latest data released by China Automobile Association, the production and sales of new energy vehicles reached 3.023 million and 2.99 million respectively in June 5438+0-1/kloc-0, exceeding the annual production and sales last year (13.66 million/13.67 million), and the industry maintained a high growth trend. In terms of loading capacity, 202 1, 1 1, the loading capacity of China power battery is 20.83GWh, up 96.20% year-on-year and 35.06% quarter-on-quarter. Among them, the ternary battery * * * loaded 9.24GWh, up 57.72% year-on-year and 32.52% quarter-on-quarter; Lithium iron phosphate battery * * * has been loaded 1 1.57GWh, up 145.32% year-on-year and 37.23% quarter-on-quarter. This is the fifth consecutive month that lithium iron phosphate batteries have been loaded with more than three yuan batteries since July this year. At the same time, Tesla, a leading electric vehicle company, announced that it would change the composition of batteries, increase the proportion of lithium iron phosphate batteries and reduce the amount of cobalt. Cobalt is not used in iron phosphate battery, and 2% cobalt is used in nickel battery. On the whole, the installed capacity of lithium ferrous phosphate has increased significantly this year, and its market share exceeds that of ternary batteries, so the upstream phosphorus chemical industry will fully benefit.