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After the Spring Festival, lithium battery materials suffered a sharp rise. On February 10, the price of battery-grade lithium carbonate rose by 10,000 yuan / ton, and the average price was 400,000 yuan / ton. On February 11, it rose again by 8,000 yuan / ton, and the average price was 410,000 yuan / ton.
It should be known that on New Year's Day in 2022, the price of breaking through 300,000 yuan / ton is only one month, and the price increase of battery-grade lithium carbonate has approached 40%. What is more exaggerated is that at the beginning of 2021, the average price is only 55,000 yuan. That is to say, in one year, the price of lithium carbonate in batteries soared by 645%, an increase of more than 6 times.
First, the three twists and turns of lead to lithium
Under the impetus of the new national standard, the lithium battery, which has been defined as a high-end model, can be said to have quickly entered the electric vehicle industry with an unstoppable momentum and become the standard of the new national standard car. Under the development trend of intelligentization and high-end of the electric vehicle industry, lithium batteries do have a great boost.
Under the condition of the rapid advancement of lithium electrification, lithium batteries have begun to be fully popularized after the wave of over-standard car replacement in the ban market such as Beijing. But behind the seemingly fiery cooking oil, the road of lead to lithium is actually a twist and turn.
Although there is a push for the new national standard, the entry of lithium batteries has not been smooth from the very beginning. From the initial controversial ternary materials to a large number of inferior lithium batteries eliminated by new energy vehicles in 2018, safety issues have become a huge shackle to the development of lithium batteries, and even let many consumers who have just come into contact with lithium batteries begin to talk about lithium discoloration.
Subsequently, ternary lithium began to gradually retreat to the end, relatively safer lithium iron phosphate and lithium manganate materials began to become popular, it seems that lithium batteries have entered a new wave of development. However, in 2020, after the global epidemic, it has triggered the rise of raw materials and the decline of overseas production capacity, and overseas orders for lithium batteries have begun to increase rapidly.
For more than a year from 2020 to 2021, many domestic lithium battery companies have focused on overseas markets, and focused on the development of tool batteries, energy storage batteries and other products, and the domestic electric vehicle power battery market has once again been cold.
Now into 2022, the surge in raw materials has once again affected the development of the lithium battery industry. And there are still a large number of inferior lithium batteries in the market that are modified and sold after the elimination, and the development of lithium batteries for electric vehicles can be described as a wave of twists and turns.
Second, lithium battery raw materials soared, sodium salt battery opportunities come?
The price of lithium battery materials, electrolytes and other core materials has increased exponentially, which has greatly increased the production cost of lithium batteries, and also made it difficult to quickly achieve price pressure for lithium batteries, which are already more expensive than lead-acid. It can be said that in 2022, the lithium battery manufacturing field of two-wheeled electric vehicles will not start smoothly.
Especially in the past two years, due to the frequent safety problems caused by inferior lithium batteries, a few days ago in Shanghai again occurred a lithium battery fire caused three deaths, it can be said that lithium batteries in recent years in many consumers have indeed left a deep bad impression.
Including CCTV and other official media, many people's congress deputies have begun to ask questions and discuss the issue of lithium batteries, and even some experts have suggested modifying the weight limit of 55 kilograms of electric vehicles in the new national standard, it can be said that the development of lithium batteries lacks a lot of knowledge popularization and image changes at the social level.
If the raw materials of lithium batteries maintain several times the growth, then the price of lithium batteries for electric vehicles is bound to rise, which may also directly affect the use rate of lithium batteries in the industry. So since lithium batteries give opportunities, can batteries of other materials be developed?
For example, Chaowei's sodium salt battery is a new type of battery with high safety, long service life, strong temperature resistance, low maintenance cost, good economy and wide range of applications. At present, sodium salt batteries have been put into practical market application. Not only that, but there are also sodium-ion batteries, which have also begun to be concerned by all vehicle companies.
epilogue
If in 2022, lithium battery raw materials remain high, will sodium begin to become a new hot spot in the two-wheeled electric vehicle industry? What do you think about that? Welcome to leave a message to discuss!