The price of negative electrode materials on October 11, 2024 is temporarily stable
Today, the market price of negative electrode materials (high-end products) is stable, including tax, and is currently 45,200~56,200 yuan/ton, with an average price of 50,700 yuan/ton, which is unchanged from yesterday.
Today, the market price of negative electrode materials (mid-range products) is stable, including tax, and is currently 28,100~37,100 yuan/ton, with an average price of 32,600 yuan/ton, which is unchanged from yesterday.
Today, the market price of high-end negative electrode materials (capacity 340-360mAh/g) is stable, including tax, and is currently 34,500~62,600 yuan/ton, with an average price of 48,550 yuan/ton, which is unchanged from yesterday.
Today, the market price of mid-range negative electrode materials (capacity 330-340mAh/g) including tax is stable, currently at 23,200~33,500 yuan/ton, with an average price of 28,350 yuan/ton, which is unchanged from yesterday.
Comprehensive:
Today, the domestic negative electrode material market price is temporarily stable, with no change compared to yesterday. The negative electrode material market is weak and stable. From the market feedback, the number of inquiries in the negative electrode material market has been small recently, and the enterprises have a strong wait-and-see mood in production, mainly based on sales. Under the condition that downstream demand is lower than expected and the industrial chain continues to reduce costs, the downstream price-cutting mentality remains unchanged, and the actual transaction price of negative electrode materials continues to be low.
Forecast for the future market:
At present, the negative electrode material market is highly competitive. Under the premise that funds and advanced technology are the key to competition, the survival pressure of some small and medium-sized enterprises has increased. In order to grab orders, the status quo of low-price competition has not changed significantly. Limited by the fact that it is difficult to solve the problem of oversupply in the negative electrode material market in a short period of time, and downstream battery companies still have the need to reduce costs, the transaction price of negative electrode materials continues to be low under the condition that the downstream price-cutting mentality remains unchanged. On the whole, there is no obvious positive news to boost the negative electrode material market.
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