According to the data monitored by the business agency, as of March 11, the average price of domestic power grade lithium iron phosphate was 46500.00 yuan / ton, which was 13.41% higher than that of the same period last month and 3.33% higher than that of the same period last week. In 2021, the price of lithium iron phosphate is soaring, the power battery market is quietly changing, becoming the mainstream of the new era, and lithium iron phosphate will usher in a new spring.
Lithium iron phosphate battery successfully counterattacks strong price rebound
The market of LiFePO4 power battery is heating up. Many new energy enterprises begin to favor LiFePO4 battery. The demand for LiFePO4 is rising. With its advantages of higher safety and high cost performance, LiFePO4 has made a strong breakthrough in the transformation of best-selling models. Driven by Model3, more and more best-selling models rush to replace LiFePO4 battery, Recently, Xiaopeng launched the standard range model of P7 rear drive, using the LiFePO4 battery of Ningde era. Under the same configuration, the LiFePO4 battery is 20000 yuan cheaper than the ternary battery. Recently, Tesla eco musk said that it will consider using LiFePO4 battery in more electric vehicles. LiFePO4 has really realized the counter attack and entered the price of LiFePO4 in 2021 All the way up, the raw materials in the upstream also rose sharply. In the future development, lithium iron phosphate is expected to become the mainstream product
Product specifications and quotation (ten thousand yuan / ton) date
Lithium iron phosphate ﹣ power ﹣ 4.4-4.9 ﹣ March 11
Lithium iron phosphate ﹣ energy storage ﹣ 3.8-4.3 ﹣ March 11
Lithium carbonate industrial grade 7.9-8.2 March 11
Lithium carbonate battery grade 8.2-8.5 March 11
Lithium manganate ﹣ power ﹣ 3.85-4.1 ﹣ March 11
Lithium manganate ﹣ capacity type ﹣ 2.9-3.4 ﹣ March 11
Licoo3 ﹣ 33.3-35.6 ﹣ March 11
The rise of lithium iron phosphate industry leads to a sharp rise in raw materials
The growth of lithium iron phosphate demand has driven the rapid growth of lithium carbonate, the raw material. The rise of lithium carbonate is far higher than that of lithium iron phosphate. Since November last year, lithium carbonate has been on the rise. Until 2021, lithium carbonate will rebound and rise rapidly. At present, the reference price of industrial lithium carbonate is 79000 yuan / ton, and the price of battery lithium carbonate is 82000 yuan / ton. Lithium carbonate commodity index: on March 10, the lithium carbonate commodity index was 215.54, which was the same as yesterday, decreased by 46.79% compared with 405.10 (2018-01-07), the highest point in the cycle, and increased by 118.73% compared with 98.54, the lowest point on October 16, 2014. (Note: period refers to the period from September 1, 2011 to now)
LiFePO4 becomes mainstream battery cost reduces by 72%
On March 3, Xiaopeng launched a new P7 equipped with LiFePO4 battery, bringing the entry price of the car to 229900 yuan, which is only 0100 yuan more than the entry model of BYD Han ev. As BYD’s first model equipped with blade battery, Han EV’s model also uses LiFePO4 battery. The production cost of LiFePO4 battery is greatly reduced, so the sales price is also reduced, so it is a quasi car The main reason for this is that the spring of LiFePO4 is really coming, and perhaps LiFePO4 will become the mainstream of the market in the near future.
According to LiFePO4 analysts of business news agency, in addition to higher safety, the main reason for its popularity is that it can reduce production costs, and its market share is also increasing. It is expected that LiFePO4 will become the mainstream of society in the near future. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).
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