Price:
|
|
|
|
(Unit:Yuan/t) |
Product |
Type |
2024/2/2 |
2024/2/1 |
Change |
Ternary precursor |
523 Poly-crystal |
65,000-70,000 |
65,000-70,000 |
0 |
622 Sing-crystal |
78,000-83,000 |
78,000-83,000 |
0 |
|
811 Poly-crystal |
82,000-92,000 |
82,000-92,000 |
0 |
|
Ternary cathode material |
523 Poly-crystal |
100,000-110,000 |
100,000-110,000 |
0 |
622 Sing-crystal |
120,000-130,000 |
120,000-130,000 |
0 |
|
811 Poly-crystal |
130,000-145,000 |
130,000-145,000 |
0 |
Outlook:
Although some companies advanced their orders from February to January, top-tier enterprises still focus on destocking, and there has been no significant change in subsequent demand at this stage. Most enterprises were mostly at a loss, and only a few enterprises with advantages in raw material integration rely on raw materials to gain more profits. The market players generally held a pessimistic attitude towards the demand in 2024, and some sold assets to maintain cash flow.
The downstream battery cell enterprises have gradually been on holidays, and the resumption time of some enterprises after the year has not been determined. The overall demand for ternary cathode materials continues to decline, and the market has not seen any signs of the improvement of demand. The market players generally held a pessimistic attitude towards the demand in 2024, and some sold assets to maintain cash flow.
Edited by Cassie Li, lixiangying@mysteel.com