Cobalt prices continue to rise, the digital core has been probing upward trend; material enterprises start rate is low.

Digital core has ushered in the peak season market, by the impact of rising raw material prices, this week, some small core manufacturers have begun to raise external sales prices, but the mainstream manufacturers such as Zhuo can not increase prices; power battery, the mainstream enterprise turnover is less than 50%, individual enterprises at the end of last year, full production to replenish inventory led to the current backlog of products, stopping production and sales of inventory is the main, the overall point of view of the start of the power battery is not too good.

The 14th Ministry of Industry and Information Technology publicized the new energy vehicle directory shows that 42 new energy passenger cars loaded with batteries, clearly marked the use of lithium iron phosphate only 1, while the ternary to reach as many as 30, it can be predicted that the new energy passenger cars of the full ternary will become a reality in 2018.

From the manufacturers' point of view, as of mid-March, the industry as a whole has not yet recovered. The low start rate of power battery enterprises on the entire upstream demand has had an impact, more noteworthy is that the industry's payment methods and payment cycles are getting worse and longer: promissory notes, billing period is filled with, the enterprise capital pressure is huge. Of course, we have long said, by the new energy vehicle subsidy policy, in the industry's upstream enterprises would have been difficult to cash receipts, but enterprises should also keep a sharp eye, too long a billing period and poor payment methods will not only affect the business turnover, more difficult to cash the risk of threatening the survival of enterprises.