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【CBC】Current Situation of Import and Export Trade of Recycled Lithium Battery, Domestic Recycling Economic Evaluation, Comparative Competitive Analysis of Optimal Profit Opportunities of Enterprises in Two Modes and Forecasts of Future Industry Development Trends
Made by: CBC Lithium Research Institute & Business Research and Big Data Center
Production time: September 2024
Report content introduction
"【CBC】Current Situation of Import and Export Trade of Recycled Lithium Battery, Domestic Recycling Economic Evaluation, Comparative Competitive Analysis of Optimal Profit Opportunities of Enterprises in Two Modes and Forecasts of Future Industry Development Trends" is a medium and long-term research report based on in-depth professional market analysis and price prediction of lithium battery industrial chain products.
CBC is equipped with a team of professional analysts, through first-hand research and industry market communication, real-time tracking of core value data, professional collection of the latest data of the industrial chain, detailed and reliable. Using the advantages of long-term and timely tracking of product market dynamics, combined with upstream and downstream domestic and foreign data, in-depth analysis of market changes, interpretation of hot events, summary of development rules, and prediction of future market trends.
The report will comprehensively and systematically record and inventory the multidimensional information of lithium battery industrial chain products such as the production and supply, import and export, consumption, market price, overall cost and price influencing factors, and conduct in-depth comparative analysis; The main domestic lithium battery industrial chain products enterprises are tracked and monitored, and the production, trade and capacity planning of enterprises is systematically reflected; It will also collect and sort out important industry policies, important industry information, enterprise dynamics and other news information in the lithium battery industrial chain products, and summarize and analyze various matters affecting the market.
Comprehensive consideration: changes in market supply and demand, development comparison between the two sides of the supply side, policies, costs and other influential factors, in-depth research, scientific analysis, quantitative model, accurate prediction, the price of lithium battery industrial chain products in the next period forecast and outlook; At the same time, it puts forward strategic suggestions on the production and sales rhythm and inventory adjustment of the industry enterprises, evaluates and analyzes the competitiveness of the profitability and return ability of the investment in the fields related to lithium battery industrial chain products, and puts forward reasonable and scientific suggestions and instructions.
In short: the report can help enterprises to deeply understand the production and marketing dynamics and supply and demand structure, grasp comprehensive information, understand the industry market, see the market situation, grasp the industry trend, and make the right decision. At the same time, for institutions in the investment field, accurately calculate the average cost of the industry, analyze the profitability change, and obtain the best return on investment!
Core content of the report:
1. Market analysis of recycled lithium battery and industrial chain products: detailed price trend of each product, price rise and fall, industrial chain price comparison correlation analysis;
2. Recycled lithium battery and industrial chain products supply and production, import and export trade and consumption application and supply and demand comparison performance;
3. Monitoring of domestic leading enterprises of recycled lithium battery and industrial chain products: enterprise production and marketing, industrial chain material supply chain structure configuration, enterprise strategic resource guarantee and stable purchase and marketing channel model construction and development dynamic monitoring analysis;
4. Comprehensively and deeply analyze market influencing factors such as policy development, environment and dual-carbon strategy, domestic and foreign economic development, application of new materials, and global supply chain situation;
5. Combined with the market supply and demand comparison and the forecast of the next production capacity, forecast the future market conditions;
At the same time, the report will also provide suggestions and decision-making references for enterprises and institutions investing in this field to obtain the best investment returns and optimal competitive opportunities, such as product positioning, strategic supply chain configuration and deployment, cost reduction and efficiency increase, and expansion of operating profits, according to the investment dynamics of leading enterprises, the trend of market supply and demand, price analysis and prediction.
Report research dimension analysis
For this set of research reports, we will conduct research and analysis from three dimensions:
Ø Dimension 1: Comprehensive analysis of recycled lithium battery and industrial chain products industry status quo, major consumer applications, industrial production, industry chain supply and demand, and market price.
² Industrial chain structure, industry status, application consumption field, traditional application and emerging material application analysis
² Industrial market and price comparison
² Current situation of industrial supply and demand and structure of consumption terminal
² Through this dimension, you can have a comprehensive understanding, profound insight and professional understanding of recycled lithium battery and industrial chain products market in China.
Ø Dimension 2: Ecological investigation of production and operation of recycled lithium battery and industrial chain products enterprises in China and supply chain structure analysis of consumer procurement enterprises
² Make a detailed survey of China leading representative production enterprises, and provide the list of enterprises and detailed survey index information of enterprises; Including the basic situation of the enterprise resources, production and processing scale, product grade index, enterprise supply chain structure and dynamic monitoring of capacity development information
² Investigate the domestic main recycled lithium battery and industrial chain products enterprises consumption and application fields and representative enterprises, and provide the list of purchasing enterprises and detailed survey index information of enterprises; It includes basic information of enterprises, products purchased by enterprises, current supply chain structure of enterprises and dynamic monitoring of production capacity development
² Through this dimension, you can have a comprehensive understanding of the layout of production and consumption application enterprises, their supply chain structure, and their profitability in China.
Ø Dimension 3: Recycled lithium battery and industrial chain products application consumption pattern future trend, price market forecast and production and operation enterprise investment competitiveness and profitability assessment
² Recycled lithium battery and industrial chain products market influencing factors inventory, supply and demand comparison, future development of main application fields, national macro policies and study on new opportunities for industrial development in the context of the development of new materials in science and technology
² Production line layout and production plan, raw material procurement, product sales channels, branding and strategic supply chain relationship configuration of domestic leading enterprises, cost control and profitability evaluation
² Study the qualitative trend and quantitative model of recycled lithium battery and industrial chain products, and predicts the future market of sodium battery and lithium battery industrial chain products based on first-hand enterprise research and in-depth industry analysis
² Through this dimension, you can comprehensively understand the industry strategy development, consumption and application trend, the late market and price situation, make a clear judgment on the future development of the industry, and calculate the profitability and return rate of the products invested in entering or expanding recycled lithium battery and industrial chain products.
Report characteristics
Authoritative and true data information: CBC is equipped with a team of professional analysts, who track core value data in real time through first-hand research and industry market communication, and professionally collect the latest information on the industry chain, which is detailed and reliable;
Long-term continuous tracking of data: long-term continuous tracking of the market dynamics of production, sales and transactions of enterprises in different markets of recycled lithium battery industrial chain products;
Comprehensive depth of content: Combining upstream and downstream core data at home and abroad, such as price, production, import and export trade, consumption and other indicators, in-depth analysis of product market changes in all dimensions, interpretation of hot events, summarize the development of the law, according to the domestic and international industry end-use applications and consumer demand status, etc., in-depth from the demand side of the exclusive analysis, based on the supply and demand pattern of the market, scientific and objective forecasts of the future market trend, to provide the development of the industry and investment advice and other conclusions.
Introduction of key indicators of research report information
Ø Product research and industrial chain scope of recycled lithium battery
² Core products: recycled lithium battery
² Upstream products: decommissioned lithium battery pack/module, recycled lithium battery cell
² Midstream products: battery black powder, pole piece black powder, metal copper, aluminum
² Downstream products: sulfate, lithium salt and other metal salts
Ø Industry research information and data indicators in the report
² Industry development background: industrial chain structure, industry status, application consumption field, traditional application and emerging material application analysis, etc.
² Price research and monitoring: product price, historical market, price fluctuation and market analysis, price industry chain comparison, price forecast, etc.
² Industrial chain supply and demand research: production capacity, output, import and export, supply, consumption demand, cost, profit, process technology, etc.
² Research and mapping of practicing enterprises: enterprises list, production situation of enterprises, analysis of supply chain of enterprises, future development plans, assessment of production costs, operating revenues and profits of enterprises, etc.
² Procurement enterprise research and mapping: enterprise information, purchased products, grade indicators, application fields, procurement channels, payment and settlement requirements, import and China domestic procurement ratio, etc.
² Industry development prospect forecast: market influence factor analysis, industry development, production capacity development, supply and demand forecast, terminal material development, product grade index and applied consumption research, future strategy development, policy environment, supply and demand impact, new industry regulations and new policies, alternative material development, market trend and price forecast, etc.
² Enterprise product positioning, investment and profit return analysis: enterprise product positioning, supply chain deployment suggestions, enterprise cost, enterprise automation information development and cost control space, operating profit, investment opportunities, strategic development decision suggestions, etc.
Ø Report analysis time
² Historical data: 2021~2023, a total of 3 years
² Forecast data: 2024~2026, a total of 3 years
【CBC】Current Situation of Import and Export Trade of Recycled Lithium Battery, Domestic Recycling Economic Evaluation, Comparative Competitive Analysis of Optimal Profit Opportunities of Enterprises in Two Modes and Forecasts of Future Industry Development Trends
Report structure and outline introduction:
Part 1: The main channels and product classification of recycled lithium batteries
1 Introduction to waste lithium battery recycling channels
1.1 General process of waste lithium battery recycling
1.2 Overview of the main recycling channels for waste lithium batteries
1.2.1 Government recycling centers
1.2.2 Professional recycling centers
1.2.3 Small recycling centers
1.2.4 Battery manufacturers
1.2.5 Electric vehicle manufacturers and battery rental companies
1.3 Overview of recycling paths for waste lithium batteries
2 Lithium battery industry recycling mode introduction
2.1 Echelon utilization mode
2.2 Recycling mode
3 Recycling significance of waste lithium batteries
Part 2: Different classification market price of recycled waste lithium battery
4 Ternary waste lithium battery price depth analysis and trend comparison
4.1 Ternary waste lithium battery price in-depth analysis
4.1.1 Price quotation description
4.1.1.1 Domestic price trends
4.1.1.2 Regional price trends
4.1.2 Price comparison
4.1.2.1 Price comparison by indicator
4.1.2.1.1 General market
4.1.2.1.2 Price description
4.1.2.1.3 Spread background
4.1.2.1.4 Spread trend
4.1.2.1.5 Spread prediction
4.1.2.2 Price comparison by region
5 Lithium iron phosphate battery price in-depth analysis and trend comparison
5.1 In-depth analysis of the price of lithium iron phosphate waste batteries
5.1.1 Price quotation description
5.1.1.1 Domestic price trend
5.1.1.2 Regional price trends
5.1.2 Price comparison
5.1.2.1 Price comparison by indicator
5.1.2.1.1 General market
5.1.2.1.2 Price description
5.1.2.1.3 Spread background
5.1.2.1.4 Spread trend
5.1.2.1.5 Spread prediction
5.1.2.2 Price comparison by region
6 Other waste lithium battery price depth analysis and trend comparison
7 Comparative analysis of price linkage of different types of waste lithium batteries
Part 3: Analysis of import and export trade channels and flow of recycled and waste lithium battery
8 Analysis and research of the market status of waste lithium batteries
8.1 Export volume and trend of waste lithium batteries in the world and major exporting countries
8.2 Analysis of main export destinations and market demand
8.3 Analysis of international trade policies and barriers
9 Analysis of competition pattern of waste lithium battery market
10 Introduction to different types of waste lithium battery recycling
10.1 Analysis of recycling of waste ternary lithium batteries
10.2 Analysis of recycling of waste lithium iron phosphate batteries
10.3 Analysis of recycling of other waste lithium batteries
Part 4: Economic evaluation of recycling and utilization of recycled lithium batteries
11 Subsidies and favorable policies for recycling waste lithium batteries
12 Main processes and technical processes for recycling and utilization of recycled lithium batteries
12.1 Fire recovery process
12.2 Wet recovery process
13 Cost accounting for recycling and utilization of recycled lithium batteries
13.1 Cost accounting for dismantling and recycling of waste ternary lithium batteries
13.1.1 Specific cost accounting of nickel, cobalt, manganese and lithium metal obtained by fire recovery process
13.1.1.1 Dismantling cost analysis
13.1.1.2 Cost recovery analysis
13.1.2 Specific cost accounting of nickel, cobalt, manganese and lithium metal obtained by wet recovery
13.1.2.1 Dismantling cost analysis
13.1.2.2 Cost recovery analysis
13.2 Cost accounting for dismantling and recycling of waste lithium iron phosphate batteries
13.2.1 Specific cost accounting of lithium metal obtained by fire recovery process
13.2.1.1 Dismantling cost analysis
13.2.1.2 Cost recovery analysis
13.2.2 Specific cost accounting of lithium metal obtained by wet recovery
13.2.2.1 Dismantling cost analysis
13.2.2.2 Cost recovery analysis
14 Classification of recycled and waste lithium battery recycling and reprocessing products
14.1 Metal products
14.1.1 Lithium
14.1.2 Cobalt and nickel
14.1.3 Copper and aluminum
14.2 Chemicals
14.2.1 Nickel sulfate, cobalt sulfate, manganese sulfate
14.2.2 Lithium carbonate
14.3 Battery material precursor
14.3.1 Ternary precursor, lithium iron phosphate precursor
14.4 Remanufacturing batteries
15 Market conditions and applications of each recycled product
15.1 Metal material market and application
15.2 Market and application of battery materials
15.3 Market conditions and applications of other products
16 Recycling economic evaluations and enterprise profitability evaluation
Part 5: The economic comparison of direct trade and recycling of recycled lithium batteries
17 Economic analysis of direct trade
17.1 Trade costs and benefits
17.1.1 Cost analysis of transportation, customs duties, intermediary fees, etc.
17.1.2 The impact of trade price and market fluctuations on earnings
17.2 Market demand and competition
17.2.1 Direct demand for waste lithium batteries in different countries and regions
17.2.2 Bargaining power and market access difficulty of trading partners
17.3 Risk assessment
17.3.1 Market price fluctuation risk
17.3.2 Risk of changes in trade policies and regulations
18 Economic analysis of recycling
18.1 Recover costs and benefits
18.1.1 Recycling technology and investment equipment
18.1.2 Labor, energy and other costs in the recycling process
18.1.3 Market value and sales revenue of recycled materials
18.2 Resource efficiency and benefit
18.2.1 Assessment of recovery rate and resource utilization rate
18.2.2 Contribution to energy conservation, emission reduction and resource conservation
18.3 Environmental benefits
18.3.1 Quantitative assessment of reducing environmental pollution and ecological damage
18.3.2 Analysis of environmental policy incentives and subsidies
19 Comparative analysis of economy
19.1 Cost-benefit comparison
19.1.1 Total cost of direct trade versus recycling
19.1.2 Analysis of net income and return on investment
19.2 Market potential and sustainable development
19.2.1 Market potential assessment under different paths
19.2.2 Impact on sustainable development of the industry in the future
19.3 Sensitivity and uncertainty analysis
19.3.1 Sensitivity analysis of key factors
19.3.1.1 Raw material price
19.3.1.2 Recovery rate
19.3.2 Coping strategies for uncertain factors
19.3.2.1 Policy changes
19.3.2.2 Technological progress
Part 6: The development trend of recycled lithium battery industry
20 Analysis of market influencing factors
20.1 Background influencing factors
20.1.1 Analysis of the impact of macro factors on the development of waste lithium battery industry
20.1.2 Analysis of the influence of policy factors on the development of waste lithium battery industry
20.1.3 Analysis of the impact of environmental factors on the development of waste lithium battery industry
20.1.4 Analysis of the impact of the current situation of the global production/consumer countries on the development of the waste lithium battery industry
20.1.5 Analysis of the influence of industry sentiment factors on the development of waste lithium battery industry
20.2 Influencing factors of related products
20.2.1 Analysis of the impact of upstream product cost on the development of waste lithium battery industry
20.2.2 Analysis of the impact of technology development and iterative products on the future development of waste lithium battery industry
20.2.3 Analysis of the impact of traditional consumption applications on the future development of waste lithium battery industry
20.2.4 Analysis of the impact of the development of new materials on the future development of waste lithium battery industry caused by emerging application consumer demand
21 Forecast of production and supply of waste lithium battery
22 Prediction of the import and export of waste lithium battery
23 Forecast of demand for waste lithium battery
23.1 Development of direct downstream products and analysis and prediction of demand for waste lithium battery
23.2 Analysis and prediction of demand for waste lithium battery for terminal field development
24 Price forecast of waste lithium battery products in 2024-2029
24.1 Price forecast of waste lithium battery in 2024
24.2 Price forecast of waste lithium battery by 2029
Part 7: Optimal competitiveness strategy for entering the recycled lithium battery field
25 Evaluation of domestic mainstream investment in recycled lithium battery production and operation and strategic supply chain security
26 Competitiveness evaluation of enterprises entering the field of recycled lithium battery investment
27 Steps and suggestions for strategic configuration and deployment of supply chain and trade chain for entering or expanding the field of recycled lithium batteries
28 Comparative analysis of the detailed process and the best route for recycling of lithium batteries
29 Profitability opportunity assessment and the best investment advice of company investment in recycled lithium battery
30 Strategic trends in the development of the recycled lithium battery industry and the enterprise's medium and long-term strategic thinking and decision-making recommendations
Results of the report provided to you
² Detailed industry research reports and underlying EXCEL data package, intuitive data charts;
² Underlying data package will include: all visualization charts in the report, all underlying data bearers for the analytical study;
² In the report, all data citations and research sources and reference materials will be introduced in detail; If there is any evaluation data, the evaluation method and the evaluation basis will be introduced in detail; For reference;
² Reports are submitted by offline email, which can be downloaded and viewed locally
Ø Report Trial Readings:
Part of the report (selected)
1 Introduction to waste lithium battery recycling channels
1.1 General process of waste lithium battery recycling
The general process of waste lithium battery recycling includes collection and classification, discharge treatment, dismantling and sorting, crushing and shredding, metal extraction and recycling, environmental protection treatment and discharge, and product reuse and other links. These links are interconnected and mutually supportive, together constituting a complete industry chain of waste lithium battery recycling.
Collection and classification: Waste lithium batteries come from a wide range of sources, including municipal recycling facilities, battery producers, new energy vehicle manufacturers and end users. Waste lithium batteries and factory off-cuts are collected by setting up recycling points and cooperating with relevant enterprises. Collected waste lithium batteries need to be preliminarily categorized according to the type of battery (e.g., power batteries, 3C batteries, etc.), capacity, health condition and other factors for subsequent processing.
Discharge treatment: In specialized workshops, waste batteries are deep discharged using a brine solution or other safe and effective methods. This step is designed to ensure the safety of the batteries during subsequent treatment and also facilitates the extraction of metallic elements.
Dismantling and sorting: The waste lithium batteries are dismantled into shells, aluminum foils, copper foils, cathode and anode materials and other parts by manual or mechanical means. The disassembled parts are further sorted for targeted treatment and recycling.
Crushing and shredding: Battery materials containing metallic elements are crushed and processed into smaller particles or powders. For materials that require further processing, a more detailed crushing process is carried out.
Metal extraction and recycling: Extraction of metallic elements, such as lithium, cobalt and nickel, from crushed materials by chemical or physical means.
Environmental protection treatment and discharge: Throughout the recycling process, environmental protection regulations need to be strictly observed to ensure that pollutants such as waste water, waste gas and waste residue are discharged according to standards. At the same time, waste that cannot be reused needs to be properly treated and disposed of.
Product reuse: Recovered metallic elements and other materials can be used to make new batteries, electrode materials or other related products.
1.2 Overview of the main recycling channels for waste lithium batteries
1.2.1 Government recycling centers
Government recycling centers are set up by local governments in accordance with national laws, aiming to manage the battery recycling market in a scientific and standardized manner and to increase the amount of recycling through formal channels. These centers usually have a comprehensive recycling network and professional processing capabilities, which can ensure that used lithium batteries are recycled in a safe and environmentally friendly manner.
Official background: led by the government, with high credibility and authority.
Standardized management: follow national laws and regulations and strictly supervise the recycling process.
Professional treatment: Equipped with professional treatment technology and equipment to ensure proper treatment of waste lithium batteries.
1.2.2 Professional recycling centers
Professional recycling centers refer to enterprises or institutions specializing in the recycling and treatment of waste lithium batteries. These centers usually have advanced recycling technology and equipment, and can efficiently and accurately recycle and treat used lithium batteries.
Leading technology: adopting advanced recycling technology and equipment to improve recycling efficiency and resource utilization.
Experienced: rich experience and successful cases in the field of waste lithium battery recycling.
High environmental standards: Strictly comply with environmental regulations and standards to ensure that the recycling process has no pollution to the environment.
1.2.3 Small recycling centers
Small recycling centers usually refer to smaller, but numerous, recycling sites for waste lithium batteries. These centers may be operated by individuals or small businesses and primarily serve the surrounding area.
Flexibility: able to flexibly adjust recycling strategy and service scope according to market demand.
Limited coverage: mainly serves specific regions or customer groups.
Lower recycling efficiency: limited by scale and resources, recycling efficiency may not be as good as that of large recycling centers.
1.2.4 Battery manufacturers
Many battery manufacturers provide recycling services for waste batteries. These enterprises usually have a perfect recycling system and professional processing technology, which can ensure that waste lithium batteries are recycled and processed safely and effectively.
Closed-loop management: Realize closed-loop management of battery production, use and recycling to reduce resource waste and environmental pollution.
Technical guarantee: professional technical and equipment support to ensure the efficiency and safety of the recycling process.
Brand reputation: Enhance brand image and customer satisfaction through recycling services.
1.2.5 Electric vehicle manufacturers and battery rental companies
Electric vehicle manufacturers and battery rental companies also play an important role in the recycling of waste lithium batteries. These companies usually cooperate with battery manufacturers or professional recycling centers to promote the recycling of waste lithium batteries.
Close cooperation: Establish close cooperation with battery manufacturers or professional recycling centers to jointly promote recycling.
Resource Integration: Utilize own resources and channel advantages to integrate resources of waste lithium batteries and improve recycling efficiency.
Environmental responsibility: Actively fulfill our environmental responsibility and promote the recovery and treatment of waste lithium batteries and resource recycling.
2 Lithium battery industry recycling mode introduction
2.1 Echelon utilization mode
The echelon utilization mode refers to disassembling, testing and screening of waste lithium batteries or cells, and then re-composing them into healthy battery packs or battery systems in order to realize the recycling of lithium batteries. This mode is mainly for lithium batteries with a battery life between 20% and 80%, especially lithium iron phosphate batteries, which are more suitable for echelon utilization due to their longer cycle life and higher safety. Through echelon utilization, the overall service life of the battery can be effectively extended, reducing the waste of resources. At the same time for the energy storage system, echelon utilization of batteries can significantly reduce its construction costs.
2.2 Recycling mode
Recycling mode refers to the separation of valuable metal materials such as nickel, cobalt and lithium from waste lithium batteries by physical and chemical means, and then made into metal compounds or raw materials for lithium batteries. This is currently one of the main recycling modes for power lithium batteries in China. The recycling mode can efficiently recover valuable metal elements in waste lithium batteries and realize the maximum utilization of resources.
3 The significance of recycling waste lithium batteries
² Resource saving and reuse
Waste lithium batteries contain a large amount of valuable metal elements such as lithium, cobalt and nickel. These metals are in great demand in the new energy industry. Recycling waste batteries an effectively reduce the exploitation of primary mineral resources, thus saving resources. Recycling metal elements in waste lithium batteries not only provides a stable supply of resources for related industries, but also reduces production costs. For battery manufacturers, recycling metal resources in waste batteries can reduce the procurement cost of primary mineral resources and improve the economic efficiency of enterprises through internal recycling of resources.
² Environmental protection and pollution reduction
Waste lithium batteries contain heavy metals, such as mercury, cadmium and lead, which are harmful to the environment and human body. By recycling and treating used batteries, heavy metals can be centralized and recycled, reducing the harm to the environment caused by their seepage into soil and water. The electrolyte in lithium-ion batteries contains organic solvents and lithium salts, which are toxic and corrosive. Recycling and disposal of waste batteries can avoid the pollution of soil, water and air caused by electrolyte leakage and reduce environmental risks.
² Promote industrial upgrading and job creation
Battery recycling, dismantling, sorting, metal extraction and reuse will drive the development of related equipment manufacturing, technology research and development, logistics and transportation industries, promote the upgrading and transformation of environmental protection industry and create new employment opportunities. With the rapid development of new energy vehicles and other fields, the demand for lithium-ion batteries continues to grow. Recycling of waste batteries can provide a certain supply of raw materials for battery production, alleviate the tight supply of batteries and ensure energy security. At the same time, it will also promote the optimization of economic structure and sustainable development.
² Reducing carbon emissions and increasing resource efficiency
The production process of batteries consumes large amounts of energy and generates carbon emissions. By recycling materials from old batteries, the need to produce new batteries can be reduced, thereby lowering overall carbon emissions. Recycling of waste lithium batteries is an important step towards resource recycling and sustainable development. Recycling and disposing of waste batteries can reduce resource waste and environmental pollution, and promote the green development of the economy and society.
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Annexes
Part 1: CBC Price Sources and Collection Criteria
Price sources
The price is collected by dedicated price collectors every working day through telephone, communication software, email and other means to collect quotations and other transaction data from bidding companies. In order to ensure the accuracy and comprehensiveness of the data collected, the price collectors try to collect as much information as possible from manufacturers, buyers and traders of the products, from multiple perspectives.
Collection Criteria
² Criteria for determining effective values: If the collected price parameters (including the product's indicators, origin, trading place, transaction price, trading volume, trading method and other factors that can affect the product pricing) are correct, clear and complete, the data will be judged valid and can be entered into the sample database.
² Price calculation: The collected sample data were standardized according to the CBC price calculation model. In this model, various variables such as price type, trading volume, trading pattern and enterprise influence of data will be converted or weighted accordingly, and finally the mainstream price that is most in line with the current trading situation of the market will be calculated.
² Handling outliers: After standardization of the sample data, the data deviating from the mainstream price by more than 10% will be reviewed and analyzed. If there are errors in the process of data collection and calculation, the corrected data will be re-entered into the sample database for standardized processing again, and finally the corrected mainstream market price will be obtained. If the data collection and calculation process is correct, the data will be removed after review and indicating the cause of the anomaly.
² Method of setting prices in inactive periods: In some periods, the spot market may be inactive, resulting in actual transaction data collected less than the minimum amount of data required for CBC's calculation. In this case, CBC will supplement the data by collecting the quotation or valuation spot from price-collecting enterprises (including producers, purchasers and traders) that have signed bid purchasing agreements.
² Price review: Before the price is released, the price must be fully reviewed by senior members of the analyst team. If there is any deviation, the price will be rejected for recalculation. If it is correct, it must be signed by the reviewer before it can be released.
² Price release: Only the approved price can be released. At the same time, all data involved in the entire process of calculating, reviewing and publishing this price will be stored in the CBC back office system so that it can be accessed and reviewed by the research team for this product at any time.
Part 2: Introduction to CBC Research Data Sources and Methodology
Ø Principles of research indicators design
1 Based on the research needs and characteristics of the research, the design of the research indicators is scientific and perfect.
2 Indicators include: primary indicators: verification indicators; prediction evaluation indicators; historical evaluation indicators;
2.1 Basic indicators of the enterprise: that is, the basic information of the enterprise, the indicators checked by external data and researchers
2.2 Primary indicators: the information indicators directly investigated by researchers
2.3 Verification indicators: including two categories:
2.3.1 Category 1: that is, through the research of different enterprises on the same content, such as price, trade, pricing mechanism and other indicators, the research data can be verified through two-way or multi-direction, multi-channel research, so as to achieve the purpose of more real research information.
2.3.2 Category 2: that is, for the same research enterprise, by designing different indicators to verify the same research content; such as: capacity index, output index and capacity utilization index; (the capacity utilization index is the verification index)
2.4 Reference comment category, including two categories:
2.4.1 Category 1: Predictive evaluation indicators: Since this project needs to forecast the next five years, the project team designed research indicators by analyzing various influencing factors and establishing parameter indicators, including qualitative and quantitative research requirements, in order to obtain more information for prediction evaluation through research.
2.4.2 Category 2: Historical evaluation indicators: Since this project needs to conduct research on historical five-year data, the project team designs the research indicators based on historical evaluation. It is better if the primary historical data can be directly investigated; It is not possible to investigate directly, conduct research and evaluation through historical evaluation indicators.
Ø Data research methods (three types)
1 Primary Survey: understand the basic information of the company, product business scope, supply chain situation and development information, etc.
2 Refinement: refined research and verification, divided into products, sources, regions, flow directions, methods, etc.
3 Monitoring and research: Based on research targets (ie. research indicators and goals), full-dimensional, full-chain research deployment:
3.1 Full dimension: refers to conducting research on personnel in different positions in the enterprise, including production, sales, procurement, management and other positions, and conducting research, communication and verification on data;
3.2 Full-chain: refers to the research on the upstream and downstream of the industrial chain and related full-chain enterprises in the surrounding area.
3.3 Multi-method data validation
3.3.1 Based on IT technology, develop a data model to eliminate systematic deviations and data early warning: set a reasonable deviation rate for each data (the basis of deviation rate parameters), and test each data in each period.
3.3.2 According to the current market and the overall performance of the industry, expert analysts will issue alarms and check instructions for individual changes in the company.
Part 3: Introduction to CBC's quantitative medium and long-term price forecasting methodology
Ø Historical research:
[CBC Metal] Professional analysts conduct research on the reasons for the historical price changes of the underlying products, and select the driving factors with strong influence based on the following three research directions:
² The degree and direction of influence on the target product
² Historical trend and current situation, predict the long-term development trend
² Change laws, including seasonal changes and other regular changes
Ø Medium and long-term quantitative forecast:
Based on the changes in the supply and demand relationship, quantitative forecast of the long-term development direction trend and large change nodes, [CBC metal network] professional analysts adjust the quantitative trend according to the long-term development trend of related products and background factors
Ø Description of influencing factors (not limited to the following aspects)
1. Core influencing factors: supply and demand
² Supply side:
ü Direct impact: output, import volume
ü Indirect impact: capacity, start-up equipment dynamics
² Demand side:
ü Directly reflects: demand, export volume
ü Side reflects: apparent consumption, enterprise sales
2. Influencing factors of related products
² Upstream products (cost impact)
² Alternatives
² Technology development and iteration products
² Downstream products (product demand impact)
3. Background influencing factors
² Macro
² Policy
² Environment
² Global producer/consumer dynamics
² Logistics and transportation
² Industry sentiment
Part 4: CBC Platform Introduction
CBC Metal is based on the whole field of metals, basic materials and new materials, comprehensively tracking the industry development and technology frontier; it is committed to building a comprehensive and authoritative metal data platform, gathering domestic outstanding experts and scholars together to provide comprehensive data information services and decision support for metal industry research and practitioners, and is a famous industry data information service platform in China!
Its construction: 54 types of metal vertical portals and more than 18 types of new material industry chain platforms: including six base metals, 29 types of minor metals, eight precious metals, lithium new materials, photovoltaic, photoelectric materials, magnetic materials, catalytic materials, recycling, mining, new ceramics, refractory material industry, photoelectric material industry chain, rare earth industry network, ferroalloy industry chain, stainless steel industry chain, and other professional information service platforms.
Each type of platform is equipped with the corresponding research institute and data center; each field platform independently develops a large database system in the field, which is used for in-depth comprehensive system specialization for field content support and members' personalized needs and expanding specialized research.
It has a wide range of customer services and has a relatively high market share in government agencies, industry associations, listed companies, financial investment, industry research, the National Academy of Sciences, the Academy of Engineering and its branches and major colleges and universities at home and abroad, big data institutions, business strategy research institutions. The main domestic mineral enterprises, metals and related production and processing enterprises have been members of the site, while downstream users, trade services, equipment and technology and other business institutions members are also increasing.
Ø Complete system: large in volume, complete in information, and precise in classification, it is the most complete metal data application system in China at present.
Ø The data system includes six data modules. Each module is divided into several sub-modules, in order to meet the diverse information needs of customers.
Part 5:【CBC Metal】Part of the recent CBC member companies list for reference
The current website membership of more than 300,000; daily visits to customers 30,000 ~ 50,000 IP; daily fixed browsing website high-frequency information, has established strategic cooperation with tens of thousands of professional institutions, enterprise groups, to provide timely and detailed and accurate industry information, relied on by customers!
CBC member customer classification
Ø Metal and material industry chain upstream and downstream enterprises; including mineral resources development, production and supply enterprises, internal and external trade enterprises, downstream purchasing user enterprises, technical service material enterprises, etc.
Ø Research institutions: including national, college-level, professional research institutions, professional research institutions in the field of metal materials, etc.
Ø Government agencies: national development planning, environmental protection, regional-level economic development, special park development service agencies, etc.
Ø Financial and investment institutions: including various securities, funds, banks, insurance institutions; various capital investment management institutions, etc.
Ø Big data service platforms and other classifications:
The proportion of customers of various services (schematic diagram)
Part 6: Introduction of Information Data Operation and Maintenance Organization System
The closed-loop organizational department structure enables scientifically detailed, accurate and professional data from research and development, construction, architecture, information access, daily collection, classification, validation, de-noising, de-cluttering, to systematic and logical publishing and external services.
Core business departments:
1. Enterprise Research Department
Provide a solid foundation for information collection and build a comprehensive and systematic information channels. Daily real-time communication with enterprises, obtain first-hand enterprise intelligence, comprehensive analysis and forecast of the market.
2. Analysts Department
Comprehensive understanding of the industry and the industry chain, forecasting and analysis of market conditions and prices.
3. Metal Research Institute and Data Center
Build metal data center, conduct professional and in-depth market research; Use scientific system industry big data base and global perspective to improve the overall industry development; Compile industry research report, provide enterprise personalized project services.
4. Business Department
Enterprise trade service, business matchmaking, enterprise publicity. One-to-one precise service, exclusive business manager provides manual trade matching services, 24 hours online, real-time monitoring of market dynamics, massive corporate database, global customer objectives, find the best customers for customers, to obtain excellent business opportunities.
5. Customer Service Center and After-sales Department
Serving customers, understanding their needs, providing professional services and targeted website products, answering and feeding back customers' after-sales questions in a timely manner.
6. Technical Department
Independently developed all kinds of database systems, chart systems, GIS systems, websites, APP and media platforms based on industry big data.
