[SMM 분석] 니켈·코발트염 가격 약세가 전구체 가격을 끌어내리고 있다

As the mid-year period approaches, manufacturers are generally reluctant to build additional inventories and are instead consuming existing raw material stocks.

This week, second-life battery market prices remained flat. Cost side, lithium carbonate prices saw a notable decline, cobalt sulphate extended its weakness with persistent declines, and nickel sulphate prices were basically flat. Meanwhile, new battery cell prices were generally stable; ternary new battery cell prices remained stable, while LFP energy storage new battery cell prices edged up. Correspondingly, downgraded A- and B-grade battery cells, anchored by new cell prices, also stabilized. Dismantled battery cells, supported by previous high procurement costs and rigid dismantling costs, had entered a phase of stability; coupled with limited circulation of qualified low-priced supply, prices had little upside and downside room.

광저우 선물거래소(GFEX)는 7월 3일부터 해외 투자자들이 탄산리튬 선물 및 옵션 거래에 공식적으로 참여할 수 있다고 발표했습니다. 자격을 갖춘 해외 고객은 이제 공인 중개회사와 해외 중개인을 통해 거래 코드를 신청할 수 있습니다. 이번 조치는 중국 탄산리튬 선물시장의 국제화를 한 단계 더 진전시키는 것으로, 글로벌 신에너지 소재 분야에서 중국의 가격 결정력이 강화될 것으로 기대됩니다.