Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/4/12 |
2024/4/11 |
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 downstream demand was slow in recovery, and the prices of raw materials were high. In the case of top-tier enterprises shipping at low prices, it is difficult for the market prices to rise. As such, a number of enterprises suffered losses, leading to fierce market competition.
The recovery of domestic demand for ternary cathode material remained slow. Despite the release of new cars and the second quarter auto show, downstream players stocked up appropriately, resulting in severe overcapacity. Meanwhile, the market faced severe competition with market players scrambling for market share via low price and the market landscape is under significant changes.
Edited by Cassie Li, lixiangying@mysteel.com