钴锂新能源市场、价格周度分析

Lithium Market - Lithium carbonate prices have shown an upward trend this week, with prices for battery-grade lithium carbonate at 73,500-74,500 CNY/ton, averaging 74,000 CNY/ton, an increase of 650 CNY/ton from the previous working day [2] - The overall sentiment in the lithium market is better than before, with tight supply of spot lithium ore and frequent inquiries from downstream lithium salt manufacturers for raw material reserves [1][2] Cobalt Market - Electrolytic cobalt prices have rapidly increased, driven by tight raw material inventories at smelting enterprises and a shift in trade quotes from premium to parity or slight discounts [4] - Cobalt intermediate prices remain strong, with a slight increase in imports, but actual transactions are still limited due to strong pricing from upstream suppliers [5] - Cobalt salt prices, including cobalt sulfate and cobalt chloride, have stabilized, with cobalt sulfate prices around 91,000-93,000 CNY/ton, while cobalt chloride prices are expected to rise due to supply constraints [6][7][14] Nickel Market - Battery-grade nickel sulfate prices remain stable, with the index price at 28,421 CNY/ton, as supply remains tight and demand from downstream manufacturers increases [8] - The overall nickel salt supply is expected to remain tight, with potential for price increases in the future [8] Precursor and Material Market - The price of ternary precursors continues to rise, supported by tight supply of nickel sulfate and cobalt sulfate, while some smaller precursor manufacturers have suspended quotes due to procurement difficulties [9][10] - Ternary materials prices are also on the rise, driven by increasing costs of raw materials, with demand from the domestic power market remaining strong [10] Iron Phosphate Market - Iron phosphate prices are stable with strong demand from the energy storage and power sectors, leading to upward pressure on prices [13] - The overall demand for iron phosphate is expected to maintain a growth rate of over 5% in October [11][13] Separator Market - The separator market is experiencing structural price increases, particularly for wet separators, due to high demand in the energy storage market and limited new capacity [17] - Major separator manufacturers are nearing full capacity, leading to a tight supply situation [17] Electrolyte Market - Electrolyte prices are stable, but cost pressures are increasing due to rising prices of lithium hexafluorophosphate and other additives [18] - Demand for electrolytes is expected to rise as projects in the pure electric heavy truck sector continue to progress [18] Sodium Battery Market - The sodium battery industry is focusing on balancing mass production with technology optimization and cost control, with expectations for moderate recovery in October [20] Recycling Market - Prices for cobalt and nickel salts are rising, while lithium carbonate prices have slightly decreased, leading to mixed market conditions for recycled materials [21]