Recently, lithium battery cathode materials in lithium cobalt and ternary materials prices have soared, just across a year, lithium cobalt has been quoted from 220,000 / ton soared to 290,000 / ton, the price increase per ton up to 70,000 yuan. Compared to the electrolytic cobalt and tetraoxide less than 50,000 / ton increase, lithium cobalt oxide price increases have been separated from the support of rising raw materials, "play out their own flavor".

And just before this wave of cobalt price increases less than 3 months, the copper foil market also ushered in a surge: within a month from 72 yuan / kg soared to 88 yuan / kg, the reason is also very simple, the battery market demand, product demand exceeds supply. Well into December by the policy impact of the battery factory shut down a batch, so that this wave of crazy early end.

In fact, for the rise in cobalt prices, as early as in early 2016, someone has begun to advocate, and the reason for advocating, a large part of it is because of the red lithium carbonate price crazy: the price of 50,000 / ton from a breath of up to 170,000 / ton. Such a huge increase at that time also caused a lot of controversy, the monopoly nature of the price rise triggered the dissatisfaction of the anode enterprise, the contradiction between the material enterprise and the raw material enterprise also began to become irreconcilable. We believe that the occurrence of this matter not only makes people see the scarcity of lithium resources, but also let everyone realize that the lithium battery industry in the rapid development of the existence of speculative space, a large number of capital into the part of the species to make the financial attributes of the stronger, more violent fluctuations, which ultimately led to this lithium cobalt event.

New energy vehicle sales in 2016 was only at 500,000 units, lower than expected at the beginning of the year, and the growth rate is much lower than the expansion speed of material companies. On the other hand, the country's subsidies for new energy vehicles have been retreating one after another, and car companies have been affected by the impact of this has raised the sales price of electric vehicles after the year. This makes the author secretly pinched a sweat, after the price increase in the electric car consumers can buy? After all, in the commercial vehicle market is gradually saturated, the passenger car market can be opened will become the key to the success or failure of the future promotion of new energy vehicles. Obviously, vehicle manufacturers are well aware of this, make a flood of force in the low power battery purchase price, and power battery companies are also trying to reduce the selling price, hoping to meet market demand. In this case, raw material prices rose against the trend is obviously the lack of downstream support, that wave of price increases in the future will be how to end it?

The development of the battery industry is inseparable from the full cooperation of upstream and downstream enterprises, but also inseparable from the practitioners of the blood invested. We call on all enterprises to face up to the law of industry development, reasonable pricing, healthy growth, after all, a healthy industry is the soil for the long-term survival of enterprises ah.