Battery and downstream terminal market

Due to the repeated epidemic in foreign countries and the tightening of prevention and control in various countries, the cost of shipping has increased significantly in recent times. Freight rates in some countries with serious epidemic impact have increased by more than 20%, raising the cost of foreign trade, and the shipping schedule of departments has been postponed or cancelled, affecting the demand for foreign trade. The execution of some downstream orders for energy storage batteries has been suspended, and the reopening time has not been determined. However, under the current good domestic demand, the overall impact is still controllable. At the same time, the domestic epidemic has affected the start-up of electrolyte raw material enterprises in the three northeastern provinces, resulting in tight overall supply and limiting the overall output of battery enterprises.

Electrolytic cobalt and cobalt intermediates

Spot prices of electrolytic cobalt rose this week. Overseas prices rose sharply, and the price gap began to appear; Domestic quotations rose this week, with a few transactions, but as of the Spring Festival, logistics was suspended, and spot transactions are expected to be sporadic next week. Cobalt intermediate prices rose this week. The port was shut down, and the inventory of cobalt intermediates was expected to be low in February, with prices rising; Up to the Spring Festival, the spot quotation of cobalt intermediate products decreased, and the smelters' willingness to inquire about raw materials decreased, and few transactions were concluded. This week, the price of SMM electrolytic cobalt was 31000-328000 yuan / ton, with an average price increase of 10500 yuan / ton compared with last week. The price of SMM cobalt intermediate products is 15.5-16.7 dollars / pound, with an average price of 1.2 dollars / pound higher than last week.

Cobalt salt and nickel salt

Cobalt nickel salt prices rose this week. After the festival, the price is bullish, the downstream inquiry orders have increased this week, and the actual purchase volume is small. Cobalt sulfate is 77000-78000 yuan / ton, with a few transactions; The Spring Festival holiday is coming, and the market is gradually calm. Some demanders reported that they would consider purchasing after the Spring Festival holiday, and their willingness to catch up declined, and spot transactions were sporadic. This week, the price of SMM cobalt sulfate was 75000-78000 yuan / ton, and the average price increased by 5000 yuan / ton compared with last week. The current price of SMM cobalt chloride is 85000-89000 yuan / ton, with an average price increase of 5500 yuan / ton compared with last week. The price of SMM battery grade nickel sulfate is 33000-33500 yuan / ton, with an average price increase of 0500 yuan / ton compared with last week.

Cobalt tetroxide

The price of cobalt oxide rose on Thursday. The quotation of Co3O4 was significantly increased, and suppliers were reluctant to sell. A few transaction prices were 285000-300000 yuan / ton. Downstream inquiries were reduced, and the market gradually entered the Spring Festival holiday mode. The current price of SMM Co3O4 this week is 278-288000 yuan / ton, with an average price increase of 18000 yuan / ton compared with last week.

Ternary precursor

The price of Yuan precursor rose on Wednesday. Recently, the price of cobalt salt continues to rise sharply, and the price of nickel salt is at a high level. Most large downstream factories lock orders in February and March, and small and medium-sized factories prepare for the Spring Festival inventory. The market transaction is light, and only the quotation rises with cobalt salt. This week, the price of SMM ternary precursor (type 523) was 107000-111000 yuan / ton, and the average price increased by 1500 yuan / ton compared with last week. The price of SMM ternary precursor (523 single crystal type) is 112000-114000 yuan / ton, with an average price increase of 1500 yuan / ton compared with last week. The price of SMM ternary precursor (type 622) is 115000-117000 yuan / ton, with an average price increase of 1500 yuan / ton compared with last week. The price of SMM ternary precursor (type 811) is 124000-126000 yuan / ton, with an average price increase of 1500 yuan / ton compared with last week.

Lithium carbonate

Lithium carbonate prices rose this week. As the Spring Festival approaches, smelters in some provinces have begun to have holidays, and logistics will be shut down this week. Among them, logistics in Qinghai, Shanghai and other places will be basically suspended, and some logistics transportation will still be carried out in Sichuan, Jiangxi and other places, but freight rates will rise significantly. There has been little transaction in the market recently, and the price is expected to remain stable next week. The price of SMM battery grade lithium carbonate this week was 70-74 thousand yuan / ton, with an average price increase of 15 thousand yuan / ton compared with last week. The price of SMM industrial lithium carbonate is 69000-70000 yuan / ton, with an average price increase of 1500 yuan / ton compared with last week.

Lithium hydroxide

The price of lithium hydroxide remained stable this week. This week, lithium hydroxide manufacturers are producing normally, and logistics will affect some deliveries. There are few new orders signed, and the price is stable. There are few transactions during the Spring Festival, and the price will remain stable. It is understood that at present, most lithium hydroxide is exported overseas, and the domestic spot is tightening, and the price is expected to rise further after the year. The price of SMM battery grade lithium hydroxide (coarse particles) this week was 56000-59000 yuan / ton, with the average price unchanged from last week. The price of SMM industrial lithium hydroxide is 55000-57000 yuan / ton, with the average price unchanged from last week.

Lithium cobaltate

Lithium cobaltate prices rose this week. There are still purchase inquiries from the battery factory this week, with a few transaction prices of 320000 yuan / ton. Lithium cobalt oxide suppliers are reluctant to sell, with few quotations, and the market gradually enters the Spring Festival holiday mode. This week, the price of smm4.4v lithium cobaltate was 277000-295000 yuan / ton, with an average price increase of 15000 yuan / ton compared with last week.

Ternary material

The price of Yuan materials rose on Wednesday. The prices of precursors and lithium salts rose this week. Most downstream companies have purchased in advance, and some battery companies have made up orders. At present, the quotation of 5-series ternary materials has risen to 155-16000 yuan / ton, and only a few transactions have been made in the market. 6. 8. The inquiry of the product market is weak, there is basically no transaction, and it is in a state of price without market. This week, the price of SMM ternary material (type 523) was 141000-152000 yuan / ton, and the average price increased by 32500 yuan / ton compared with last week. The price of SMM ternary material (type 622) is 157000-165000 yuan / ton, with an average price increase of 3000 yuan / ton compared with last week. The price of SMM ternary material (type 811) is 182000-191000 yuan / ton, with an average price increase of 2000 yuan / ton compared with last week.

Lithium iron phosphate

The price of lithium iron phosphate rose slightly this week. In the power market, the price of lithium carbonate rose, and iron lithium enterprises rose accordingly. Recently, the quotation of large power plants in the power market has been more than 45000 yuan / ton, and the quotation of small and medium-sized plants is more than 42000 yuan / ton. The quotation of energy storage products is more than 36000 yuan / ton, but some low-end products are still about 35000 yuan / ton. The price of SMM lithium iron phosphate (power type) this week was 40000-45000 yuan / ton, with an average price increase of 1500 yuan / ton compared with last week. The price of SMM lithium iron phosphate (energy storage type) is 36000-40000 yuan / ton, with an average price increase of 1000 yuan / ton compared with last week.

Lithium manganate

Lithium manganate prices rose slightly this week. Recently, the price of lithium carbonate is still high. Most lithium manganate enterprises have stopped production for maintenance, and most downstream consumer battery enterprises have taken holidays in advance. Some large factories still make up orders without holidays during the Spring Festival. There are only a few transactions in the market, and the price has increased slightly. The price of SMM lithium manganate (capacity type) this week was 24500-30500 yuan / ton, with an average price increase of 1000 yuan / ton compared with last week. The price of SMM lithium manganate (power type) is 35500-38000 yuan / ton, with an average price increase of 1000 yuan / ton compared with last week.

Negative electrode material

The price of cathode material remains unchanged this week. Recently, the price of needle coke has remained basically unchanged, and the logistics has been slowly shut down near the Spring Festival. Downstream battery enterprises purchase in advance. There is basically no spot transaction in the market, and the price is stable. This week, the price of SMM artificial graphite (high-end) was 65000-70000 yuan / ton, with the average price unchanged from last week. The price of SMM artificial graphite (middle end) is 57000-62000 yuan / ton, with the average price unchanged from last week. The price of SMM natural graphite (high-end) is 48000-60000 yuan / ton, and the price of SMM natural graphite (middle-end) is 30000-40000 yuan / ton, both of which are flat compared with last week.

the diaphragm

Diaphragm prices were flat this week. The quotation of diaphragm enterprises is sporadic, the Spring Festival is approaching, and the transaction is reduced. The diaphragm price is difficult to fluctuate in the short term. In the long run, due to the scale effect and the demand for cost reduction of the cell factory, the diaphragm price may decline. The capacity of wet coating base film is gradually expanded, and the substitution is gradually accelerated. SMM wet base film this week (5 μ m) The price is 2.5-3.3 yuan / square meter, SMM wet base membrane (7 μ m) The price is 1.8-2.2 yuan / square meter, SMM wet base membrane (9 μ m) The price is 1.2-1.5 yuan / square meter, and the average price is the same as last week. SMM dry base film (16 μ m) The price is 0.9-1 yuan / square meter, and the average price is flat compared with last week. SMM wet coating base film (5 μ m 2 μ m) The price is 3-3.8 yuan / square meter, SMM wet coating base film (7 μ m 2 μ m) The price is 2.2-2.6 yuan / square meter, SMM wet coating base film (9 μ m 3 μ m) The price is 1.8-2.5 yuan / square meter, and the average price is the same as last week.

electrolyte

The price of electrolyte remains unchanged this week. Recently, lithium hexafluorophosphate and solvents have increased, and the quotation of electrolyte enterprises has increased. As the downstream battery enterprises have completed the Spring Festival stock, some large manufacturers purchase orders in March in advance, and it is expected that the electrolyte price will rise after the festival. This week, the price of SMM electrolyte (for ternary power) was 42000-52000 yuan / ton, and the average price was flat compared with last week. The price of SMM electrolyte (for lithium iron phosphate) is 35000-41000 yuan / ton, and the average price is the same as last week. The price of SMM electrolyte (for lithium cobalt oxide) is 53000-63000 yuan / ton, and the average price is the same as last week. The price of SMM electrolyte (for lithium manganate) is 19000-29000 yuan / ton, and the average price is the same as last week.

Aftermarket forecast

In terms of cobalt, domestic electrolytic cobalt futures led to the rise of spot prices, sporadic transactions until the Spring Festival, the early price difference appeared, the import window opened, orders increased, and the purchase volume of overseas demanders also increased, driving the rise of overseas prices. Logistics affects domestic cobalt raw material inventory shortage, and the cost increases. The quotation of cobalt salt and cobalt trioxide rises sharply, and the transaction is concluded at a high price. The market has gradually entered the Spring Festival mode, the quotation inquiry has decreased, the price is stable in the short term, and the price is bullish after the festival.

In terms of lithium, the recent downstream procurement is close to stagnation, and the overall market tends to be stable. During the Spring Festival, raw materials are well stocked. It is expected that centralized procurement will occur in a short time after the festival, and the price will rise.

Article source: Battery net