The fluctuation of the price of lithium manganate is directly linked to the raw materials. This year, the price of lithium carbonate fluctuated within a narrow range. The price of manganese raw materials fell weakly, and the price of lithium manganate was “in place”.
Since the beginning of this year, the domestic market price of lithium manganate has been mainly stable. The price of ordinary capacity lithium manganate is about 50,000 yuan/ton, the price of medium and high-end is between 60,000-70,000 yuan/ton, and the price of dynamic lithium manganate is 65,000. -80000 yuan / ton. The fluctuation of the price of lithium manganate is directly linked to the raw materials. This year, the price of lithium carbonate fluctuated within a narrow range. The price of manganese raw materials fell weakly, and the price of lithium manganate was “in place”.
Lithium manganate has the advantages of abundant resources, low cost, no pollution, good safety and good rate performance. It is an ideal cathode material for power batteries, but its poor cycle performance and electrochemical stability greatly limit its industrialization. . The price of lithium manganate is mainly one of the key raw materials. In 2017, the price of lithium carbonate rose by 18.7%. The market of lithium manganate showed a gradual upward trend. The price rose from 41,000 yuan/ton at the beginning of the year to 50,000 yuan/ton at the end of the year. The increase was 22%. Lithium manganate has the lowest price in the positive electrode material, and the average price is only one-half of lithium iron phosphate, one-fourth of ternary material, and one-eighth of lithium cobaltate, and the price advantage is great.
On June 2, 2017, the Ministry of Industry and Information Technology released the fifth batch of recommended catalogues of new energy vehicles. As of the first five batches, including 1,782 models of 155 companies, the lithium manganese oxide battery models are over 260, accounting for about 15%. At present, there are nearly 20 manufacturers of lithium manganate in China, and the industrial concentration is not as high as that of lithium cobalt oxide and ternary materials. Most of them are mainly ordinary and mid-end products, and a few are mainly high-end products.
Since 2017, the overall sales situation of lithium manganate has been better than that of 2016. The main reason is that the price of ternary materials has been rising all the time. Many manufacturers purchase lithium manganate doping to increase the performance of lithium batteries, and from the specific application fields Lithium manganate battery is not only one of the main forces in the field of new energy passenger car battery, but also in the field of special vehicles (especially logistics vehicles), and also in the field of passenger cars, the market influence can not be ignored.