Price:
|
|
|
|
|
(Unit:Yuan/t) |
|
Product |
Type |
2023/11/2 |
2023/11/1 |
Change |
|
Ternary precursor |
523 Poly-crystal |
71,000-76,000 |
71,000-76,000 |
0 |
|
622 Sing-crystal |
83,000-90,000 |
83,000-90,000 |
0 |
|
|
811 Poly-crystal |
95,000-100,000 |
95,000-100,000 |
0 |
|
|
Ternary cathode material |
523 Poly-crystal |
160,000-170,000 |
160,000-170,000 |
0 |
|
622 Sing-crystal |
180,000-190,000 |
180,000-190,000 |
0 |
|
|
811 Poly-crystal |
200,000-210,000 |
200,000-210,000 |
0 |
Outlook:
The demand for ternary precursors continued to drop. At the same time, some companies begin to lay off employees. In the short term, the market demand is difficult to improve, companies mostly focus on reducing the cost and market sentiment is relatively pessimistic.
The downstream battery cell companies focused on the digestion of inventory. Meanwhile, the capacity utilization rates continued to decline which led to sagging demand for ternary cathode materials. The overall market sentiment has been pessimistic, and companies may start to lay off to control the cost. In this situation, some enterprises' new projects may be put aside, and the industry will enter a period of adjustment.
Edited by Cassie Li, lixiangying@mysteel.com
