VFBATTERY REPORT

Supply Chain Insights

Pages 49–51 (3 pages)

Battery Report 2021, page 50: Supply Chain Insights
Text on page 50

Materials

Jan 2021

Sep 2021

% Increase (average)

LFP [10k RMB/t]

Single Crystal NCM 523 [10k RMB/t]

Electrolyte [10k RMB/t]

Synthetic Graphite [10k RMB/t]

Wet Process Separator (9+3um) [RMB/m2]

8um Copper Foil [10k RMB/t]

12um Aluminum Foil [10k RMB/t]

Conductive agent SP [10k RMB/t]

PVDF [10k RMB/t]

Industry Source: GGII, SMM

Extracted from the PDF; charts and images may read imperfectly.

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