Prices of lithium batteries and main materials
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2023/10/10 11:46:42
Last week's Market Review (10.01-10.07)
Lithium iron phosphate: During the National Day, the demand for lithium iron phosphate remained low, and enterprises produced normally to meet orders. In terms of price, due to the stable price of lithium carbonate, the price of lithium iron phosphate is also relatively stable.
Ternary materials: ternary materials companies produce according to pre-holiday orders, and lithium salt has not been restored after the holiday. Downstream demand has not changed significantly compared to before the festival, so the price of ternary materials is basically flat.
Lithium carbonate: There are no orders in the post-holiday market, inquiries are increasing, manufacturers are not quoted, and futures are closed. The fundamentals are good, lithium carbonate quotation is expected to rebound in the short term.
[Negative material] After the festival, the negative material market is stable, the demand is slow to recover, and the competition is fierce. The price is relatively stable, the graphitization foundry price is reduced, the demand for outsourcing orders is not prosperous, and the price of raw materials is limited.
[Diaphragm] During the holiday period, the diaphragm market has a smooth transition, some production lines are routinely repaired, and downstream battery manufacturers have reduced production. The recent power market demand has increased, and the energy storage market is still low. In October, demand increased slightly, supply was sufficient, and manufacturers delivered orders normally.
[Electrolyte] The electrolyte market remained basically stable with no significant changes. The price is relatively stable with no significant fluctuation. In the short term, the electrolyte market is performing well and the overall market is expected to grow slightly
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