Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2023/12/4 |
2023/12/1 |
Change |
|
Ternary precursor |
523 Poly-crystal |
69,000-73,000 |
69,000-73,000 |
0 |
|
622 Sing-crystal |
83,000-89,000 |
83,000-89,000 |
0 |
|
|
811 Poly-crystal |
93,000-97,000 |
93,000-97,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
140,000-150,000 |
140,000-150,000 |
0 |
|
622 Sing-crystal |
160,000-170,000 |
160,000-170,000 |
0 |
|
|
811 Poly-crystal |
180,000-190,000 |
180,000-190,000 |
0 |
Outlook:
The demand for ternary precursors is unlikely to improve within the year, and downstream users continued to reduce orders. Meanwhile, the overall market sentiment was pessimistic and most enterprises began to control costs. The settlement price of nickel and cobalt salt sales by enterprises is significantly reduced, with a discount rate mostly below 10%. The overall market sentiment is poor, and enterprises are preparing to survive in the industrial adjustment period.
Downstream battery companies are continuously reducing inventory and production, resulting in a significant decrease in demand for ternary cathode materials. The subsequent production scheduling of enterprises will continue to decline, and this trend is difficult to change within the year. As raw materials and demand may continue to decline, the price of ternary cathode materials will continue to decline.
Edited by Cassie Li, lixiangying@mysteel.com
