Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2025/1/20 |
2024/1/17 |
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 |
93,000-100,000 |
93,000-100,000 |
0 |
|
622 Sing-crystal |
105,000-113,000 |
105,000-113,000 |
0 |
|
|
811 Poly-crystal |
122,000-132,000 |
122,000-132,000 |
0 |
Outlook:
The precursor prices run steadily amid stable nickel and cobalt chemicals prices. The precursor shipment to overseas moved up slightly in December with overseas companies building up stocks in advance, but the domestic demand decreased, resulting in relatively small changes in the overall production of ternary precursors. In addition, it is expected that production in January will continue to decline due to the impact of the Chinese New Year holiday. At present, most downstream users have basically completed the stocking of raw materials, and the current transactions are relatively silent. It is likely that precursor prices may run weakly.
The prices of ternary cathode materials were unchanged. The demand in December was boost by the abundant sales of Xiaomi EV models, but most medium and small-sized producers gradually suspend the production, which is expected to remain in place in January partly due to the Chinese New Year holiday. It is projected that the cathode prices will be weak in the near term.
Edited by Cassie Li, lixiangying@mysteel.com
