Summary
[Domestic PVDF prices have repeatedly hit new highs and the current annual growth rate exceeds 300%]The lithium battery cathode binder PVDF (polyvinylidene fluoride) perfectly interprets what it means to change from “niche” to “explosive”. From 100,000 yuan per ton in April last year to nearly 500,000 yuan per ton at present, the domestic PVDF price has repeatedly hit new highs. The current annual increase is more than 300%, and the price of main raw materials has increased by nearly 600%. “At present, the company’s PVDF supply is in short supply, and the products are all produced and sold immediately.” Recently, the person in charge of a listed company that produces PVDF said. Many industry insiders said that since the beginning of 2021, the downstream demand for new energy batteries has exceeded expectations, the supply and demand of lithium-ion PVDF and its raw materials have been unbalanced, and prices have been rising. Although many companies have announced plans to expand production, due to the long construction cycle and certification cycle, the supply of products will remain tight in the short term.
lithiumBatteryThe positive electrode binder PVDF (polyvinylidene fluoride) perfectly interprets what is called from “niche” to “explosive”. From 100,000 yuan per ton in April last year to nearly 500,000 yuan per ton at present, the domestic PVDF price has repeatedly hit new highs. The current annual increase is more than 300%, and the price of main raw materials has increased by nearly 600%. “At present, the company’s PVDF supply is in short supply, and the products are all produced and sold immediately.” Recently, the person in charge of a listed company that produces PVDF said.Several industry insiders said that since the beginning of 2021, new energyBatteryThe downstream demand exceeded expectations, the supply and demand of lithium battery-grade PVDF and its raw materials were unbalanced, and the price kept rising. Although many companies have announced plans to expand production, due to the long construction cycle and certification cycle, the supply of products will remain tight in the short term.
(Article source: Shanghaisecuritiesnewspaper)