Battery price fluctuation is inevitable

Xiaobian learned that the price of 48V 24AH UPS battery increased from 2000 yuan / set at the beginning of July to 2200 yuan / set at present, while the price of 48V 38ah Tangqian battery is about 2800 yuan / set at present, with an increase of more than one third.

1. Lead prices have risen nearly 30%, and the market is still in short supply

At present, the price of lead is relatively high, rising from 15500 yuan per ton in May this year to 20000 yuan per ton in June, an increase of nearly 30%. Even so, the person in charge of the battery manufacturer said that there are a lot of customer lists now, there are new lists that can't be accepted for the time being, there is no extra lead to sell, and the market is in short supply.

II. Market demand drives lead price to keep rising

The rise of lead price is mainly due to the capital entry and the tight supply of goods due to the decline of production capacity under environmental supervision. With the hot summer coming, the major battery manufacturers are making up inventory, and the price of lead will continue to be bullish. Now it seems that the price increase of Tangqian battery is not groundless. The continuous rise of lead price will inevitably lead to the increase of battery price. It is expected that in July, the price of battery will increase. All consumers who want to buy a car or change batteries should hurry up. If they wait one more day, they may spend more money.

With the tight supply of lead and other reasons, the price of lead keeps rising. You may see that it's just the periodic fluctuation of lead. But before the comparison, it's no longer necessary to know that the price of lead in September last year was 15005 yuan per ton. Now on September 26, we checked the price of lead yesterday, which was 21.500 yuan per ton, which was 43.3% higher than the price of 6.500 yuan per ton last year. For battery The manufacturer's profit has been greatly reduced. If the long-term order is signed at the price set last year, only one will be sold and one will be lost.

In fact, not only these, but also the price of packaging paper, glue and plates. The price of labor is also the most important part. So the cost and profit of UPS battery manufacturers are very low. The price rise is inevitable.

As an essential component of electric vehicle, lead-acid battery also affects the normal development of electric vehicle industry. The rise of lead price also indirectly leads to the increase of purchasing cost of downstream battery manufacturers. Generally speaking, the waste lead battery in unit weight contains 74% lead plate, 20% sulfuric acid and 6% plastic. At present, the production method of lead-acid battery, the utilization rate of the recovered battery can reach 40%. If the battery recovery industry can develop under the stimulation of the rising lead price, it will help the healthy development of the lead-acid battery regeneration market in China.

The benchmark price of lead has reached 16500 yuan / ton. In order to cope with the rising price of lead and the massive export of lead in the domestic market, battery enterprises have started to raise the price of the whole line by 15%. This time, the price rise of lead, the raw material of battery, is about 20%. Such a high price rise makes battery enterprises unable to consume and bear, so it is inevitable that the terminal price of tangshallow battery will rise.