SMM July 30th ternary precursor spot KuaiBao: the price increase of the precursor is still lower than that of the cobalt salt power market.

Published: Jul 30, 2020 13:37 (GMT+8)
SMM July 30th Ternary precursor spot KuaiBao: today, the market price of the ternary precursor is 7.4-76500 yuan / ton, the average price is up 2500 yuan / ton; the market price of the ternary precursor 523 (single crystal) is 7.6-78500 yuan / ton, the average price is 2500 yuan / ton; the price of the ternary precursor is 8.05-84000 yuan / ton, the average price is 2300 yuan / ton; The price of the ternary precursor 811 (power type) ranges from 9.35 yuan to 98500 yuan per ton, with an average price increase of 2500 yuan per ton.

SMM July 30th: today, the market price of ternary precursor 523 (power type) is 7.4-76500 yuan / ton, the average price is 2500 yuan / ton; the market price of ternary precursor 523 (single crystal) is 7.6-78500 yuan / ton, the average price is 2500 yuan / ton; the price of ternary precursor 622 (power type) is 8.05-84000 yuan / ton, the average price is 2300 yuan / ton; The price of the ternary precursor 811 (power type) ranges from 9.35 yuan to 98500 yuan per ton, with an average price increase of 2500 yuan per ton.

Recently, the price of cobalt salt continues to rise, and the price of nickel salt rises slightly, which continues to be transmitted to ternary precursor enterprises.

On the power market, domestic demand still increased slightly from orders in August. Recently, the conventional price of 523 is basically more than 75000 yuan / ton, and the price of 523 single crystal is about 80, 000 yuan / ton, but most of the power market deals with long orders. This week, the market mostly refers to the monthly average price from June 22 to July 22, and the price increase is relatively small. While the precursor quotation rose a lot, zero single transaction is not much, the actual transaction price is still on the low side, some material factories are still wait-and-see.

In the digital and small power market, it is difficult to accept the price increase in the terminal market. Most of the conventional 523 quotations are between 7.4yuan and 76000 yuan / ton, and some transaction prices are between 7.1yuan and 72000 yuan / ton. The price increase is still much lower than that of cobalt salt.

 

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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