The price of lithium iron phosphate is mainly stable, the mainstream price is 160000 yuan / ton, and the downstream just needs to purchase. At present, the supply source of manufacturers is still tight, some manufacturers are shut down, the supply source is tight, and the supply side is obviously insufficient. It is mainly based on the arrangement and delivery of contract customers, the number of new orders is limited, the overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, continues to support the price, and the cost pressure of lithium iron phosphate remains.
As of April 15, the price of upstream lithium carbonate was 473200 yuan / ton for industrial grade lithium carbonate and 492000 yuan / ton for battery grade lithium carbonate. The price of lithium carbonate decreased slightly. In terms of supply, the increase of new capacity in the market continued and the supply continued to rise. At present, the overall market demand is relatively weak, the market spot tension has eased, and the short-term lithium carbonate price is expected to continue to maintain stability. In terms of demand, the demand for the four cathode materials fell due to the reduction of orders. Smelting enterprises also delivered at low prices, leading to the decline of small and medium-sized lithium salt plants and traders. The upstream and downstream game in the market is loose.
Chemical commodity index: on April 16, the chemical index was 1164 points, unchanged from yesterday, down 16.86% from the highest point of 1400 points in the cycle (2021-10-23), and up 94.65% from the lowest point of 598 points on April 8, 2020. (Note: the period refers to the period from December 1, 2011 to now)
Analysts of lithium iron phosphate in business society believe that the stable operation of lithium iron phosphate is expected to be dominated in the short term, and the supply of spot goods is tight. (to get more information about goods and to grasp the price of commodities, welcome to subscribe to the business community through the official account of the business community, the market is the opportunity).