Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/9/12 |
2024/9/11 |
Change |
Ternary precursor |
523 Poly-crystal |
63,000-68,000 |
63,000-68,000 |
0 |
622 Sing-crystal |
72,000-76,000 |
72,000-76,000 |
0 |
|
811 Poly-crystal |
80,000-90,000 |
80,000-90,000 |
0 |
|
Ternary cathode material |
523 Poly-crystal |
100,000-108,000 |
100,000-108,000 |
0 |
622 Sing-crystal |
112,000-122,000 |
112,000-122,000 |
0 |
|
811 Poly-crystal |
130,000-135,000 |
130,000-135,000 |
0 |
Outlook:
The prices of ternary precursor were flat as the prices of nickel, cobalt and manganese salts remained stable. The spot transactions were calm with cathode active material factories finishing building stocks by end-August. The current delivery was most with long-term orders, and only a few CAM factories purchased on rigid demand on the spot market. Although the traditional peak season in September and October has kicked off, the production scheduling was hardly improved as some enterprises finished restocking at low prices in July which overdrew the demand. At present, many ternary precursor factories held a wait-and-see attitude and it is expected that ternary precursor prices will continue to operate weakly.
The prices of ternary cathode materials were little changed as the prices of nickel and cobalt chemicals stabilized. Meanwhile, there was no significant increase in the production scheduling of ternary cathode materials in September. The production of top-tier factories remained stable, while some small-sized ones reduced or suspend the production. The demand in the electronics market was poor, and the competition was still fierce. The existing market transactions were still dominated by long-term orders, and the demand for spots was relatively lackluster. It is estimated that the prices of ternary cathode materials will continue to inch down as the metal salts may continue to drop.
Edited by Cassie Li, lixiangying@mysteel.com