SMM Releases Heavyweight Sentiment Factor for Ternary Cathode Material Transactions: Real-time Monitoring of Market Supply and Demand Dynamics to Support Accurate Decision-making in the Lithium Battery Industry

Currently, the market for ternary cathode material is facing challenges such as slowing growth and compressed profit margins. Its prices are significantly influenced by fluctuations in the prices of key raw materials like nickel, cobalt, manganese, and lithium. In the spot order trading market, frequent supply-demand mismatches occur between upstream and downstream players, often leading to disagreements in transaction willingness between the two parties. To help industry chain enterprises better cope with the market impacts caused by multiple factors such as raw material price fluctuations, inventory changes, and policy adjustments, the SMM New Energy Team, relying on long-term industry data accumulation, has officially launched the "Ternary Material Transaction Sentiment Factor" to provide the industry with a real-time, quantifiable market sentiment monitoring tool.

Starting from today, the "Ternary Material Transaction Sentiment Factor" will be updated simultaneously with the daily ternary cathode material prices at 12:00 PM each trading day, ensuring the timeliness and continuity of the data.

Core Advantages

• Comprehensive Category Coverage: The factor system comprehensively covers four major categories of ternary cathode materials: 5-series, 6-series, 8-series for NEV, and for consumer electronics, accurately reflecting the supply-demand matching status in different market segments.
• Scientific Evaluation System

1. Adopts a 1-5 scale for evaluation (1=no interest; 5=undersupply);
2. Weighted calculation based on actual transaction volumes;
3. Daily targeted surveys of core enterprises in the industry chain

• Real-time Market Barometer: The high-frequency update mechanism ensures that users can capture market sentiment changes at the earliest opportunity, gaining an edge in decision-making.

Application Scenarios

• Material Producers: Accurately grasp downstream purchasing rhythms, optimize inventory management, and pricing strategies
• Battery Cell Enterprises: Predict raw material supply trends and lock in the best purchasing opportunities
• Industry Analysts: Quantify market sentiment fluctuations and improve industry research frameworks

SMM will continue to enhance its data service system to provide more valuable market insights for the new energy industry chain. For more details, please feel free to inquire.