Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/5/8 |
2024/5/7 |
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.
Battery cell plants mostly purchased on rigid demand due to the expected decline in car sales in the second quarter. However, the overall growth rate for the downstream demand was slow, and the overall market production capacity wasn't fully digested. It is difficult for enterprises to increase their shipping prices, which made prices stable. Enterprises without raw material advantages suffered from losses in the shipment, and end-side competition was fierce, further changing the market landscape.
Edited by Cassie Li, lixiangying@mysteel.com