Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/3/25 |
2024/3/22 |
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:
The overall increase in the downstream demand was slow, and enterprises were facing severe internal competition to increase their market share. Some enterprises chose to ship at a loss to ensure market share, making it difficult for the market prices to rally.
The recovery of domestic demand for ternary cathode material remained slow. Although downstream players stocked up appropriately, the overall operating rate of market enterprises was lower than 50%, resulting in severe overcapacity. In addition, lithium raw material procurement with premium shipping discounts has led to widespread losses for enterprises. However, the market is facing severe internal competition due to low-priced competition among some enterprises, and the market landscape is under significant changes.
Edited by Cassie Li, lixiangying@mysteel.com