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China Li-ion Battery E-News 2008 (12 issues per year)

September 2020 | 25 pages | ID: CFECEDE44F7EN
Guangzhou CCM Information Science & Technology Co., Ltd. (CCM)

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China Li-ion Battery E-News provides you with real-time intelligence on China's lithium-ion battery market.

It is a monthly published newsletter, which can be downloaded in PDF format. The subscription period is yearly, grants the subscriber 12 issues in total.

China’s Li-ion battery market has developed at breakneck pace in recent years, fuelled by the rise of the mobile phone, the tablet, and more lately the electric vehicle and energy storage industries.

Up to this point, Chinese manufacturers have used cost advantages to grab market share from their competitors in Japan, Korea and the US, but their long-term future is still uncertain as they struggle to close the R&D gap between themselves and their international competitors. Industry consolidation is also sure to accelerate over the next few years.

China Li-ion Battery E-News will help you stay ahead of the game in this fast-changing market with real-time reporting on the entire Li-ion battery industry chain, from lithium ore and brine markets through anode and cathode materials and electrolyte to the downstream consumer electronics, EV and energy storage markets. This includes:
  • Breaking news from China and abroad
  • The latest market data, including price information for raw materials, intermediates and end products, import/export data, production, consumption, operating rates, etc.
  • In-depth analysis of market trends, Chinese government policy, the performance of leading Chinese producers, M&A, new technologies, and more
  • Expert commentary from industry insiders, including regular guest articles and interviews with insiders at leading Chinese manufacturers, associations and government organizations


HEADLINE

The demand for LFP and ternary materials in the downstream industries is gradually recovering with obvious increases, and the demand for lithium carbonate shipment has also increased.

Affected by the declining demand for new energy vehicles in the terminal market, Ningbo Shanshan's total sales of li-ion battery materials declined by 1 4.94% YoY in H1 of 2020.

Yongxing Materials said in its semiannual report of 2020 that the sales volume of its lithium carbonate in H1 of this year reached nearly 2,600 tonnes, and the company has created a whole industrial chain in terms of Li-ion battery materials.

In H1 of 2020, Yunnan Energy achieved a revenue of USD205.92 million (RMB1.44 billion), a YoY growth of 4.54%; its net profit attributable to shareholders of listed companies was USD45.87 million (RMB321 million), down by 17.36% YoY.

In H1 of 2020, Xiamen Tungsten achieved a net profit of USD33.30 million (RMB233 million) for shareholders of listed companies, a YoY increase of 201.68%.

In early Aug., JSEM released its 2020 semiannual report which shows that the company gains USD1 7.86 million (RMB125 million) from its lithium carbonate business, a YoY decrease of 49.47%.

On 30 July, Guangdong Weihua issued its semiannual report for 2020 which shows that in H1 2020, the company's revenue stood at USD1 07.60 million (RMB753 million), a year-on-year decline of 28.95%; with a loss of USD23.86 million (RMB1 67 million) in terms of its net profit for its shareholders of listed companies, it saw a year-on-year decrease of 385.00%.

In July, the installed capacity of power batteries in China was about 5.00 GWh, a year-on-year increase of 6.20% and a month-onmonth increase of 6.10%. JSEM signed the Cooperation Agreement on Lithium Salt Production Line with Ganfeng Lithium, planning to deliver the lithium salt production line ran by Yichun Yinli New Energy over to Ganfeng Lithium for independent production, operation and management.

Ganfeng Lithium shall have all the operating revenue and bear all the losses.

In Aug., thanks to the strong demand in the downstream digital battery market and micro-power products market, some types of cathode materials saw increased demand, order and price.

In Aug., the price of anode material, electrolyte and separator stayed stable. It is expected that price of anode material and other materials will continue to remain stable.
Headline
Editor's Note
Market Dynamics
Peak time for lithium carbonate purchasing may appear by end of Aug.
Lithium hydroxide market remains stable
Company Dynamics
Ningbo Shanshan sees YoY decline in li-ion battery material sales
Yongxing Materials sells nearly 2,600 tonnes of lithium carbonate in H1 2020
Yunnan Energy sees YoY net profit loss in H1
Xiamen Tungsten sees sharp increase of net profit in H1
JSEM gains USD17.86 million from lithium carbonate business in H1
Guangdong Weihua sees net loss in H1 2020
CATL plans to invest in upstream and downstream promising enterprises
Youngy sees revenue decline in H1 2020
Upstream Dynamics
Installed capacity sees continued month-on-month increase in July
Ganfeng Lithium and JSEM sign Cooperation Agreement on Lithium Salt Production Line
Lithium Americas may resume its Cauchari-Olaroz project
NLET's 10,000 t/a cathode material production line put into operation
Hunan Xing Zhe to invest in lithium carbonate storage material project in Changjiang
Second phase of Mengguli's cathode material project to go into operation
Downstream Dynamics
Electric bicycle output rises by 10.30% YoY from Jan. to June
Import and Export
Import and export of major Li-ion battery materials and Li-ion batteries in China in June 2020
Price Update
Prices of major Li-ion battery materials in China in Aug. 2020
Price of some cathode materials rises
Price of anode materials and other materials remains stable


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