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With the sharp rise in the price of lithium hexafluorophosphate, a number of lithium battery manufacturers have recently signed long orders with raw material suppliers to lock in the supply of lithium hexafluorophosphate, a raw material for power battery electrolyte
.
Enterprise expansion capacity
According to the announcement, on July 31, Yongtai Technology and CATL signed a "Material Purchase Agreement", stipulating that within the validity period of the agreement, CATL will purchase lithium hexafluorophosphate, lithium bisfluorosulfonimide (LIFSI) and vinylene carbonate from the company.
(VC) products
.
According to the content of the agreement, the two parties have determined the minimum purchase quantity of lithium hexafluorophosphate products, lithium bisfluorosulfonimide (LIFSI) and vinylene carbonate (VC) products
.
Within 10 days after the signing of the agreement, CATL should prepay a total of 600 million yuan to Yongtai Technology based on the purchase volume of lithium hexafluorophosphate, lithium bisfluorosulfonimide (LIFSI) and vinylene carbonate (VC)
.
Yongtai Technology said that the signing of the agreement marked CATL's recognition of the company's product quality and production and supply capabilities, and further verified the company's competitiveness in the field of lithium-ion battery materials
.
According to the official website of Yongtai Technology, the company is a manufacturer of fluorobenzene fine chemicals with a complete global product chain and large production capacity
.
Lithium hexafluorophosphate set off panic buying
Lithium hexafluorophosphate is the main raw material of the electrolyte
.
In addition to the Ningde era, BYD is also increasing the purchase of raw materials
.
Industry data show that the total demand for lithium hexafluorophosphate industry in 2021 will be 65,000 tons.
Combined with the current market stock output, the gap will be 6,000 tons; in 2022, the gap will be 17,000 tons
.
Industry insiders pointed out that the shortage of lithium hexafluorophosphate may last after 2022
.
Everbright Securities pointed out that the production entry barriers of lithium hexafluorophosphate are relatively high.
Even if the operating rate and output of the industry have increased significantly, the main increase is still concentrated in leading enterprises with mature technology, high-quality products and stable customers
.
At the same time, due to the high investment intensity of the lithium hexafluorophosphate project and the long production expansion period, the newly entered competitors need sufficient financial support and the ability to bear a long return period
.
In addition, the characteristics of leading enterprises with high production capacity and relatively low cost give them stronger pricing power, and prices are expected to remain high in the context of tight supply and demand
.
