배터리 원자재 가격 급등. Posted by batterymanufactory.com
With the rapid release of demand for new energy vehicles, the power battery, which is the heart of new energy vehicles, is encountering a new round of imbalance between supply and demand. Since October last year, the prices of important raw materials for power batteries such as lithium carbonate, lithium hydroxide, and electrolyte have continued to soar, which has now been transmitted to the cost of power batteries, with an increase of about 20%-25%. The upstream of the power battery industry chain is mainly the mining end, including the mineral industry of nickel, cobalt, manganese, lithium, graphite and other battery raw materials. Midstream companies are battery materials companies, including the production of direct materials such as positive electrodes, negative electrodes, electrolytes, and separators. The company and downstream companies are power battery manufacturers such as CATL and BYD. On October 11, the raw material supplier issued a conditional letter ann...