Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2024/3/4 |
2024/3/1 |
Change |
|
Ternary precursor |
523 Poly-crystal |
65,000-70,000 |
65,000-70,000 |
0 |
|
622 Sing-crystal |
78,000-83,000 |
78,000-83,000 |
0 |
|
|
811 Poly-crystal |
82,000-92,000 |
82,000-92,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
100,000-120,000 |
100,000-120,000 |
0 |
|
622 Sing-crystal |
120,000-135,000 |
120,000-135,000 |
0 |
|
|
811 Poly-crystal |
130,000-150,000 |
130,000-150,000 |
0 |
Outlook:
Enterprises with raw material advantages in the market were shipping at low prices, resulting in no significant increase in low prices. Although the price of nickel and cobalt salt has increased, the downstream acceptance is poor, and some enterprises without raw material advantages are producing and shipping at a loss. In the absence of improvement in overall demand, top-tier enterprises have maintained low prices for shipments in order to further gain market share, leading to further evolution of the market landscape.
In the short term, the rebound in lithium salt prices has driven up costs and slightly boosted the price of ternary cathode materials. However, at this stage, there has been no reversal in the downstream demand. With continuous price pressure on downstream users, enterprises were continuously compressing processing fees, leading to intensified market competition.
Edited by Cassie Li, lixiangying@mysteel.com
