Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/5/6 |
2024/4/30 |
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:
Ternary enterprises mostly purchased on rigid demand, and high prices of raw materials drove up costs. In addition, the overall increase in end-side demand was slow, and enterprises suffered losses in the shipment. Integrated enterprises continued to ship at low prices to increase their market share, resulting in intensive market competition.
The rising battery cell factory needs improved the demand of ternary cathode materials, but the overall growth rate was slow, 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