Although the demand for the hottest cathode has wa

2022-08-26
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Although the demand for cathode has warmed up, the oversupply of cobalt and lithium prices still fell

the price of cobalt in foreign media has rebounded slightly, the domestic consumption of electricity and cobalt is insufficient to keep up with the price rise, and the cobalt salt market and cathode market have recently warmed up. SMM expects the ternary market demand to increase by about 7% month on month, and the lithium iron phosphate market demand to increase by about 10% month on month. However, the market is generally overcapacity and insufficient operating rate, especially the ternary market continues to have new production capacity, and the industry supply exceeds demand, The competition is fierce, and the price continues to fall

electrolytic cobalt: this week, the price of cobalt, a foreign medium metal, stopped falling and rose slightly. Although it gave a positive signal, there were disturbing factors in the global economy, the general confidence of the market was weak, and speculators were also startled, so it was difficult to make great achievements. The poor consumption in the spot market of cobalt flakes has made the mainstream production enterprises unable to generate the willingness to rise, while the trading quotation of traders' stock consumption increased in a small amount, but it is still in the SMM quotation range. At present, both the upstream and downstream are on the sidelines. The price of SMM electrolytic cobalt is 466000-496000 yuan/ton, with the average price unchanged from last week

cobalt salt and nickel salt: the price of cobalt salt continued to decline. The downstream demand has improved slightly, but the supply growth rate is faster, and the trading market is still characterized by the buyer's market. The trading price of cobalt sulfate made from waste fell below 90000 yuan/ton, and the trading price of raw cobalt salt producers was suppressed and slowly lowered in the market competition. There are few transactions in the cobalt chloride market, most of which are OEM and integrated production and sales transactions, and the prices of sporadic retail transactions are down. The price of SMM cobalt sulfate is 90000-93000 yuan/ton, with an average price of 3000 yuan/ton lower than that of last week. The current price of SMM cobalt chloride is 10700-109000 yuan/ton, with an average price of 3000 yuan/ton lower than last week. The price of SMM nickel sulfate is 26000-28000 yuan/ton, with the average price unchanged from last week

cobalt tetroxide: the market demand for cobalt tetroxide is still not improving, and the order situation is not as good as that of the same period last year. The expectation of shortening the peak season in the digital market has deepened the pessimism of market transactions, and the transaction price is expected to fall further. The current price of SMM Co3O4 is 34000-350000 yuan/ton, with the average price unchanged from last week

cobalt oxide: the cobalt oxide Market shipped smoothly, the inventory pressure of large factories was not great, and the quotation was flat. The current price of SMM cobalt oxide is 32500-335000 yuan/ton, with the average price unchanged from last week. The downstream demand for cobalt powder is stable. Although the quotation of foreign media has stabilized, the enthusiasm of downstream procurement has not been restored. The quotation of mainstream manufacturers remains unchanged. Small and medium-sized manufacturers are worried about the instability of cobalt price in the future, and they are willing to ship. The market transaction price has continued downward pressure. The price of SMM cobalt powder was 51-52 million yuan/ton, with an average price of 40000 yuan/ton lower than last week

ternary precursor (523 power type): downstream orders have indeed recovered, but the trading price is still not improving, mainly due to overcapacity and fierce competition in the industry, coupled with the decline in nickel and cobalt prices, the market trading volume has increased, but the trading price has declined. The price of SMM ternary precursor (type 523) is 11400-116000 yuan/ton, with an average price of 1000 yuan/ton lower than that of last week. The price of SMM ternary precursor (type 622) is 12000-122000 yuan/ton. Compared with the average price, another one is that "its components may be transferred to food", which fell by 10000 yuan/ton this week

lithium carbonate: the price of battery grade lithium carbonate continues to decline. The downstream market demand has improved, mainly from the Sanyuan and lithium iron phosphate markets, but the demand growth rate is slower than the supply growth rate. In addition, there is a pessimistic mentality about the future supply and demand relationship, and the downstream bargaining mentality is serious. The producers sell at a low price for sales, and the price further falls. The price of SMM lithium carbonate is 82000-87000 yuan/ton, with an average price of 35000 yuan/ton lower than last week

lithium hydroxide: the price of battery grade lithium hydroxide was stable this week. The downstream demand for micro powder lithium hydroxide increased steadily and slightly. It is expected that the price of ordinary granular lithium hydroxide will be affected by the decline of lithium carbonate, and the trading price may fall. The price of SMM battery grade lithium hydroxide this week is 12 You can consult professional technical operators or contact the manufacturer! 5-135000 yuan/ton, with the average price unchanged from last week

lithium cobaltate: the market demand for lithium cobaltate from large manufacturers has slightly warmed up, and the orders of large manufacturers are positive, but the overall demand of the industry is still lower than that of the same period last year. The price of smm4.35v lithium cobaltate is 34500-355000 yuan/ton, with an average price of 10000 yuan/ton lower than last week

ternary material (523 power type): the trading and order receiving in the positive pole market are generally suffering from the problem of payment collection, especially in the positive pole Market of power. Recently, the orders of large manufacturers have recovered, but there are many new production projects, the market supply exceeds demand, the competition is fierce, and the trading price has declined slightly. The price of SMM ternary material (type 523) is 17500-185000 yuan/ton, and the average price has accelerated the intelligent and digital transformation of plastic equipment, with a weekly decrease of 5000 yuan/ton. The price of SMM ternary material (type 622) is 19800-208000 yuan/ton, with an average price of 2000 yuan/ton lower than that of last week. For example, take polyurethane insulation material as an example

lithium iron phosphate (power type): the price of lithium iron phosphate remained stable this week, and the market trading volume rebounded, but the trading price is still under pressure. If the subsequent lithium carbonate price continues to decline, the price of lithium iron phosphate will also be affected. The price of SMM lithium iron phosphate (power type) is 64000-69000 yuan/ton, with the average price unchanged from last week

lithium manganate: this week, the trading atmosphere of lithium manganate market is acceptable, and the demand for capacity lithium manganate is relatively stable. Some large manufacturers said that the orders of power lithium manganate are good, mainly for ternary doping. The price of SMM lithium manganate (capacity type) is 42000-52000 yuan/ton, with the average price unchanged from last week. The price of lithium manganate (power type) is 5800-64000 yuan/ton, with the average price unchanged from last week

future forecast: according to SMM research and accounting, from 2017 to the first half of 2018, the inventory of cobalt raw materials has increased by 21000 tons, which is about 30% of China's annual consumption. Now, the price of cobalt in foreign media has risen again, which may mobilize some speculative sentiment to follow up, and drive the domestic cobalt price to rebound slightly, but the fundamentals of oversupply remain unchanged, and the rebound amplitude and duration may be small and short

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