Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2024/6/19 |
2024/6/18 |
Change |
|
Ternary precursor |
523 Poly-crystal |
70,000-75,000 |
70,000-75,000 |
0 |
|
622 Sing-crystal |
82,000-87,000 |
82,000-87,000 |
0 |
|
|
811 Poly-crystal |
90,000-95,000 |
90,000-95,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
115,000-125,000 |
115,000-125,000 |
0 |
|
622 Sing-crystal |
130,000-140,000 |
130,000-140,000 |
0 |
|
|
811 Poly-crystal |
140,000-150,000 |
140,000-150,000 |
0 |
Outlook:
Most ternary precursor enterprises only took certain orders and then arranged the production scheduling in the face of high raw material prices. They also prioritized the delivery of long-term orders. Some enterprises lifted the low-end shipment prices due to firm cost support, as they still had outsourcing activities. Nevertheless, the downstream players have been reducing the production, leading to less demand for precursors. Therefore, market players mostly held a wait-and-see attitude.
The EV sales in June increased slightly, but the installed capacity of ternary batteries continued to decline. In addition, top-tier ternary battery companies have reduced production, driving the related enterprises towards a production cut as well. The demand for ternary cathode materials slowed down, and some enterprise inventories were still sufficient, making it difficult to increase the shipment price. However, the price of ternary cathode materials has continued to rise due to the rising cost of raw material prices, causing a strong wait-and-see sentiment in the market.
Edited by Cassie Li, lixiangying@mysteel.com
