Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2024/12/3 |
2024/12/2 |
Change |
|
Ternary precursor |
523 Poly-crystal |
63,000-68,000 |
63,000-68,000 |
0 |
|
622 Sing-crystal |
72,000-76,000 |
72,000-76,000 |
0 |
|
|
811 Poly-crystal |
80,000-90,000 |
80,000-90,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
93,000-100,000 |
93,000-100,000 |
0 |
|
622 Sing-crystal |
105,000-113,000 |
105,000-113,000 |
0 |
|
|
811 Poly-crystal |
122,000-132,000 |
122,000-132,000 |
0 |
Outlook:
The precursor prices remained stable, despite falling cobalt sulfate and lithium carbonate prices. The transactions on the spot market were still lackluster, and the cathode factories only purchased the spots according to needs, apart from the supply under long-term orders. In addition, the precursor production in November is expected to have reduced with some producers worrying possible order defaults.
The prices of ternary cathode materials were flat. The end-market demand remained poor in the traditional off-season, forcing the cathode factories to maintain low operating rates in the month, apart from the CATL supply chain. Though the demand in the e-bike battery market is improved slightly, the competition on the market was still intensive.
Edited by Cassie Li, lixiangying@mysteel.com
