Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2024/12/9 |
2024/12/6 |
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 still kept stable, despite falling cobalt and lithium chemical prices. The overall transactions on the spot market were still calm, and the cathode factories had less willingness to build up stocks and only purchased the spots according to needs. Thus the transactions were mainly donated by long-term orders. In addition, the precursor production in November reduced slightly with some producers worrying possible order defaults. It's estimated that precursor prices may run steadily in the future.
The prices of ternary cathode materials were little changed last week. The end-market demand was fatigue in the traditional off-season, forcing the cathode factories to maintain low operating rates in November, apart from the CATL supply chain. Thus the overall production dropped slightly. Though the demand in the e-bike battery market was improved, the price competition was still intensive. It's likely that ternary cathode materials prices may run weakly in the short term.
Edited by Cassie Li, lixiangying@mysteel.com
