Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/7/16 |
2024/7/15 |
Change |
Ternary precursor |
523 Poly-crystal |
69,000-72,000 |
69,000-72,000 |
0 |
622 Sing-crystal |
73,000-79,000 |
73,000-79,000 |
0 |
|
811 Poly-crystal |
88,000-92,000 |
88,000-92,000 |
0 |
|
Ternary cathode material |
523 Poly-crystal |
108,000-120,000 |
108,000-120,000 |
0 |
622 Sing-crystal |
122,000-135,000 |
122,000-135,000 |
0 |
|
811 Poly-crystal |
130,000-145,000 |
130,000-145,000 |
0 |
Outlook:
Last week, the ternary precursor prices were flat due to stabilizing nickel sulfate prices. In July, a top-tier ternary enterprise began to build stocks in the face of low prices, leading to rising demand for precursors. The orders for ternary precursors increased slightly in July, but most of them were on rigid demand with slow demand recovery. The ternary precursor enterprises mainly focused on the delivery of long-term orders, and the market players held a wait-and-see attitude.
Last week, the prices of ternary cathode materials remained stable due to the stable prices of raw materials. Some top-tier battery cell companies and ternary cathode material companies built stocks due to the relatively low prices of nickel, cobalt and lithium, resulting in a palpable increase in orders. But it may overdraw the demand in August. At present, the cathode material plants mostly focused on the delivery of long-term orders, and the actual transactions of spots were muted. The market players were with strong wait-and-see sentiment.
Edited by Cassie Li, lixiangying@mysteel.com