Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2023/12/13 |
2023/12/12 |
Change |
|
Ternary precursor |
523 Poly-crystal |
69,000-73,000 |
69,000-73,000 |
0 |
|
622 Sing-crystal |
83,000-89,000 |
83,000-89,000 |
0 |
|
|
811 Poly-crystal |
93,000-97,000 |
93,000-97,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
140,000-150,000 |
140,000-150,000 |
0 |
|
622 Sing-crystal |
160,000-170,000 |
160,000-170,000 |
0 |
|
|
811 Poly-crystal |
180,000-190,000 |
180,000-190,000 |
0 |
Outlook:
The demand for ternary precursors continued to decline and enterprises mostly focused on reducing the production and destocking. Meanwhile, the overall market sentiment was pessimistic and most enterprises began to lay off to control the costs. The industry has entered a period of adjustment.
The downstream demand continued to drop and some battery cell plants are scheduled to take holiday in advance. Moreover, the top-tier battery cell plants canceled the orders extensively, which led to poor demand for ternary cathode materials. As such, the material manufacturers continued to reduce the production, especially when the market demand is difficult to significantly improve until the first quarter of 2024. The material manufacturers generally adopt conservative strategies in response to a new round of industrial adjustment.
Edited by Cassie Li, lixiangying@mysteel.com
