SMM Feb. 7: according to the spot price of SMM, on the first trading day after the festival, quotations for related products such as ternary precursors and ternary materials have risen one after another. Take the three-yuan precursor (523 / consumption) as an example, today's spot quotation has risen to 13.4-136000 yuan / ton, with an average price of 135000 yuan / ton.
"Click to view the spot historical price of SMM new energy products.
In terms of ternary materials, take ternary materials (523 / consumption) as an example, today's spot quotation is 276000-285000 yuan / ton, and the daily price is up 1000 yuan / ton compared with the precursor Synchronize.
SMM research shows that due to the reduction in the number of production days in February, the production of precursors, ternary materials and lithium iron phosphate is expected to decline month-on-month. Specifically, in terms of cathode materials, during the Spring Festival, most of the large factories of three-yuan materials maintained a high operating rate, and some small and medium-sized factories lowered the operating rate or had an early holiday because of the high difficulty in purchasing lithium salt and the unsatisfactory signing of orders after the superimposed year. Lithium iron phosphate some enterprises due to equipment maintenance and lithium salt procurement is more difficult, the supply has declined. After the festival, it is expected that with the pace of resumption of production, the prices of ternary materials and precursors will continue to rise slightly with the cost side. "View details
It is worth mentioning that although the price of battery-grade lithium carbonate and lithium hydroxide which rose fiercely before today is temporarily stable, its rising momentum still exists. SMM believes that although domestic lithium carbonate maintenance enterprises gradually return to normal production since mid-February, supply will provide part of the increase; but from the demand side, in the context of a slight reduction in production by cathode material enterprises after the festival, their demand for lithium carbonate is still at a high level, so it is expected that lithium carbonate prices will rise slightly in the future. "View details
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