SMM Releases Heavyweight Ternary Cathode Precursor Transaction Sentiment Factor: Accurately Capturing Market Supply and Demand Pulse, Empowering Lithium Battery Industry Decision-Making

The ternary cathode precursor market currently faces challenges such as limited growth space and thin profit margins, with its prices significantly influenced by fluctuations in raw material prices such as nickel, cobalt, and manganese. Meanwhile, there is periodic mismatch in the supply-demand relationship between upstream and downstream sectors, particularly in the spot order market, where discrepancies often arise in the transaction willingness of buyers and sellers. Multiple factors, including raw material price volatility, inventory level changes, and trade policy adjustments, directly impact the transaction sentiment in the ternary cathode precursor market. To help industry participants better grasp market dynamics, the SMM nickel team, based on long-term data accumulation and analytical expertise, officially launched the "Ternary Cathode Precursor Transaction Sentiment Factor," providing quantifiable, traceable, and early-warning transaction sentiment references for industry chain enterprises.

Starting today, the "Ternary Cathode Precursor Transaction Sentiment Factor" will be released at 12:00 each trading day alongside the daily ternary cathode precursor prices. Stay tuned.

Core Highlights

• Comprehensive coverage of mainstream material types: The sentiment factor encompasses four major categories—5-series for NEV, 6-series for NEV, 8-series for NEV, and for consumer electronics—precisely matching the needs of producers with different product positioning and reflecting the alignment between the willingness of ternary cathode precursor producers to sell and the purchase willingness of downstream cathode material plants.
• Professional scoring system with scientifically reasonable weighting: The SMM analyst team communicates daily with industry chain enterprises to score their selling/purchase intentions on a 1-5 scale (1 = no interest; 5 = panic buying, tight spot supply), then calculates weighted scores based on actual shipments/procurement volumes to ensure the factor represents mainstream industry trends.
• High-frequency updates with strong timeliness: Data is updated daily at fixed times, enabling users to promptly access the latest market sentiment changes and gain a leading reference for decision-making.

Application Value

• Precursor producers: Assess downstream purchase sentiment to gauge customer inventory levels, flexibly adjust shipment schedules, avoid risks of low-price dumping, and optimize pricing strategies.
• Cathode material plants: Identify upstream shipment signals, anticipate raw material procurement difficulties, seize optimal procurement windows, and reduce procurement costs.

SMM will continue refining the data system to provide the industry with more accurate and efficient market information services. For any inquiries or collaboration needs, feel free to contact us.

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