SMM July 31st Ternary material spot KuaiBao: downstream demand is difficult to support the corresponding rise in material prices material enterprises are in a state of game with upstream and downstream

Published: Jul 31, 2020 14:14 (GMT+8)

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KuaiBao: today, the price of SMM power model is 11.05-118500 yuan / ton, the average price is 114500 yuan / ton; the price of 622 power model is 13.05-139500 yuan / ton, the average price is 135000 yuan / ton; the price of 811 power model is 14.95-162000 yuan / ton, the average price is 155750 yuan / ton. Recently, the price of cobalt salt has risen sharply, the quotation of precursors has been raised by nearly 10,000 yuan / ton, it is difficult for downstream battery factories to accept the price increase, and the price of ternary materials has risen only slightly. At present, material enterprises are in a state of game with upstream and downstream.

SMM July 31: today, the price of 523 power models is 11.05-118500 yuan / ton, with an average price of 114500 yuan / ton; the price of 622 power models is 13.05-139500 yuan / ton, with an average price of 135000 yuan / ton; and that of 811 power models is 14.95-162000 yuan / ton, with an average price of 155750 yuan / ton.

From the perspective of the power market, the price of cobalt salt has risen sharply recently, and the price of the precursor has also risen accordingly. At present, the quotation of the precursor has basically increased by 10,000 yuan / ton, but the downstream demand has not obviously recovered, and it is difficult for downstream battery factories to accept the price increase. The price of ternary materials rose only slightly. There are too many long orders in the power market, and downstream battery enterprises predict the price increase of cobalt salt in advance, reminding material enterprises to purchase earlier, and the price increase is relatively small.

In terms of small power and digital market, the electric two-wheeler market has been excellent, but the terminal market does not accept price increases, and the price difference needs to be borne by ternary materials and battery enterprises, which is also in the game stage.

Quotation price forecast

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