If you want to know more exciting content, come and follow My SteelNickel salt: Stop trading near the Spring FestivalThe market is strong
In the case of nickel sulfate declining after experiencing a reduction in production, some companies will cover the goods after the year, the market will be relatively strong, and some companies will begin to enter a holiday state, and the market will gradually return to zero in the case of a gradual cessation of logistics next week.
Cobalt salt: the spot gas is not enough to buy the market sideways
At present, the market demand has not changed substantially, and the opinions of buyers and sellers are more unified, all agree that the current market volatility is limited, superimposed on the Spring Festival is approaching, downstream customers are more with the market to wait and see, only sporadic transactions, is expected to stabilize, the market price of cobalt sulfate is around 31,500 yuan tons, and the market price of cobalt chloride remains near 39,000 yuan tons.
Cobalt metal: The market atmosphere is cold
In terms of electrolytic cobalt, the market demand in the European region is not optimistic. Domestically, although most smelters still maintain normal production during the Spring Festival, downstream demand is still weak, the actual transaction is scarce, and the pre-holiday ** is basically unchanged. It is expected that electric cobalt** will continue the current weak and stable trend in the pre-holiday stage. In terms of cobalt powder, the smelter's ** grid is still strong this week, and logistics has entered a rest period, and some small and medium-sized enterprises have ended their trading activities ahead of schedule. It is expected that cobalt powder** will likely remain stable before the holiday.
Cobalt oxide:Fundamental changes are limited Cobalt oxide consolidation operations
At present, the demand side has not improved, and at the same time, the year-end holiday atmosphere in the field is strong, and the downstream is mostly just in need of purchase and intends to absorb at a low price, and the smelter's willingness to sell is low, and the transaction is in a stalemate; The head smelters basically maintained normal production during the Spring Festival, and the production capacity of some small factories was reduced, and the industry mostly held a wait-and-see mentality; It is expected that in the short term, cobalt oxide** will remain stable and maintain weak consolidation, with the market price of cobalt tetroxide to around 135,000 yuan and the market price of cobalt oxide to around 134,000 yuan.
Cobalt carbonate: The pre-holiday transaction was weak and the cobalt carbonate remained low and stable
At present, the demand for downstream cobalt powder market is weak, the cobalt salt market volatility is limited and tends to be stable, and at the same time, close to the Spring Festival holiday, some companies have also closed the market and stopped production.
Lithium Mine: Lithium MineThe market transaction is flat, and the willingness of the industry to trade is average
Approaching the Spring Festival, most of the lithium miners have been on holiday, and there are almost no inquiries and transactions in the lithium mining market. The lithium ore inventory in the port is relatively sufficient, and the lithium ore is expected to operate weakly and steadily in the short term.
Lithium saltsThe market trading atmosphere is flat, lithium salt ** temporarily stable operation
Recently, lithium carbonate ** is temporarily stable, the market trading atmosphere is flat, approaching the Spring Festival, lithium salt plant shipment willingness is not high, maintain a high price attitude, downstream manufacturers buy on demand, the psychological price of lithium salt raw materials is low, the current supply and demand sides continue to stalemate game, it is expected that lithium salt ** will temporarily run in the short term.
Ternary precursor: the industrial demand has not changed, and the market is still in the warehouse
Although some companies in the market have placed orders in front of production, the overall demand has not improved significantly, and enterprises continue to go to the warehouse.
Ternary cathode materials: industrial demand is still pessimistic
The operating rate of terminal batteries continues to decline, the resumption time of individual enterprises after the year is to be determined, and the industry continues to be pessimistic about the demand for the future.
Negative electrodeMaterials:Low-sulfur petroleum cokeThere is still room for price increasesMismatch between supply and demand of artificial graphite anode
Recently, the petroleum coke market has continued to rise, mainly due to the allocation of resources in the PetroChina region, resulting in the short-term tightness in the Northeast region. Judging from the current market feedback, there is still some room for the price increase of low-sulfur coke in the short term, but in the long run, the price of coke will not fluctuate too much. Some refineries have responded that the downstream market has not responded well to the recent increase in coke prices, and the market acceptance is low, and it is expected that petroleum coke will continue to rise in the short term, but the magnitude is not large.
The downstream demand side support of the artificial graphite anode market continues to be insufficient, the overall supply and demand of the market is mismatched, and the anode manufacturers continue to fight a "first-class war" to seize orders. The bidding for 24 years is too low, and some anode manufacturers have accounting processes, and the profit side continues to operate under pressure. The inventory of semi-finished products and finished products of some battery manufacturers is still in the warehouse, and the purchase of anode materials is maintained in rigid demand, mainly in small quantities. Approaching the Spring Festival, the operating rate of the anode market has decreased, and some manufacturers have stopped work and holiday, due to the Spring Festival holiday, it is expected that the overall increase of anode materials in the first quarter will not be too obvious.
Lithium iron phosphate:Iron phosphorusThe market is weak and stable, and the iron and lithium market remains wait-and-see
This week, there is no good support for the industrial ammonium market, and the overall market remains weak and consolidated. The production cost of industrial ammonium has declined, the profit of industrial ammonium has rebounded slightly, and most production enterprises still maintain production during the Spring Festival, and the market industrial ammonium is sufficient. Iron phosphate maintained a relatively stable trend, the actual transaction ** remained at a low level, and the market transaction atmosphere was relatively deserted. Lithium iron phosphate continued the weak pattern in the early stage, affected by the demand front, some manufacturers' production scheduling has improved, and the procurement is still cautious in preparing materials. With the Spring Festival holiday approaching, the overall market demand weakens and the logistics and transportation temporarily slows down, and the overall market activity may decline further in the short term.
Cascade utilizationCascade utilizationThe market was silent before the holiday, and the preparation of downstream terminal enterprises was completed
This week, the echelon market is affected by the Spring Festival holiday, the transaction volume is very small, a small number of transactions are mostly for the upstream dismantling plant to sell, some companies on the market dismantling echelon market, especially in the iron and lithium mainly bearish, so there is a trend of selling goods before the holiday, but also more in the market price range, plus pack factories and other downstream enterprises have been on vacation to stop production, so the overall transaction is few, it is expected that after the year, the echelon market will still slowly resume the active transaction market, that is, the echelon will continue to operate steadily.
Regenerative batteriesThere is no good support in the market for the time being, and the overall trading atmosphere is bleak
This week, there is no good support for the waste battery market, and the overall operation remains weak and stable. Most of the practitioners have been closed for holidays, and the overall trading atmosphere is bleak. Some ** enterprises said that they would start construction after the Lantern Festival, and they were not optimistic about the waste batteries after the year, and they were still considering undertaking copper foil and aluminum foil processing to maintain operations; In addition, some leading powder companies said that the waste batteries have been purchased before the year, and the current inventory in the warehouse is available for the end of February and early March. There is no transaction information in the waste battery market.
Pole piece with black powderScrap transactions are stagnant, and companies are waiting to see after the year**
At the end of the year, the scrap market was stagnant, and most of the hydrometallurgical production lines entered the final stage. This week, the discount coefficient of metal salt of ternary electrode piece powder was stable** at 72% off, and the lithium iron phosphate electrode piece powder was reported to 3700 yuan lithium point. According to the survey, during the Spring Festival, in addition to some markets to maintain low start-up operation and OEM operation, most enterprises are expected to start construction on the eighth day of the new year.
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