Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2025/1/21 |
2024/1/20 |
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. On the demand end, the downstream cathode factories have basically finished the pre-holiday stockpiling, and the market transactions slowed gradually. In addition, the market delivery was still dominated by the long-term orders, leaving the spot market silent. It is likely that the prices of ternary precursors will stay in lack of momentum in the near term.
The prices of ternary cathode material were still unchanged as it took some time for the lithium carbonate price hike to have a material impact on the cathode prices. Mysteel's recent survey showed that the cathode factories maintained normal production ahead of the Chinese New Year holiday, which is likely to gradually slow down with the holiday getting closer. Like the precursor market, the ternary cathode material delivery is mostly with the long-term orders.
Edited by Cassie Li, lixiangying@mysteel.com
