SMM July 6th: recently, the transaction order of the ternary precursor 523 (power type) has decreased, and the price has basically remained stable, with the transaction price at 7.1-73000 yuan / ton; the price of 523 (digital type) has dropped slightly, with a transaction price of about 6.75-69500 yuan / ton. At present, the zero order transaction of the ternary precursor 811 (power type) is not much, and the price is mostly in the range of 9.05-95000 yuan / ton, while the long order is still less than 90,000 yuan / ton.
From the perspective of power market, the price of cobalt salt has been stable recently, and nickel salt has fluctuated greatly, but the precursor plant is mainly wait-and-see and the purchase quantity is less. The downstream domestic power market is still recovering gradually, and the demand for high nickel has increased obviously, but the demand for 5 and 6 series products is basically stable. Some of the precursor companies quoted a price increase of 2000,000,000 yuan / ton, but it is difficult for downstream demand to support the price rise. the actual transaction price is still 7.1-73000 yuan / ton, and the single crystal transaction price is 7.3-75500 yuan / ton.
In other markets, the market for electric two-wheelers was better in July, the digital market basically entered the off-season, and the demand remained stable. The prices of some small factories fell by 500mur1000 yuan / ton, a small drop.
