Due to the adjustment of subsidy policies and the fluctuation of raw materials prices, there have been many changes in the field of positive materials Since the second half of 2017, the positive material market has shown that: lithium iron phosphate material is cold, and product prices and gross margins have dropped significantly; The demand for ternary materials rose rapidly, and cobalt prices soared to increase the price of ternary; The amount of subsidies is linked to the energy density, and high nickel three yuan will become the mainstream in the future; Three elements and lithium manganate doping reduce cost, three element material replaces lithium cobalt acid; The commercialization of new cathode materials has accelerated, and the specific changes are as follows: 01 Material enterprise net profit polarization ternary upward lithium iron downward Affected by the adjustment of subsidy policies, ternary batteries with higher energy density advantages have won the favor of more mainframe factories, and the market share of ternary power batteries has increased rapidly to directly drive the growth of ternary material production and sales.
