According to the data monitored by the business club, as of May 27, the average price of lithium iron phosphate, a domestic high-class power product, was 155000.00 yuan / ton. In May, the market price of lithium iron phosphate was mainly stable. Compared with the same period last month, the price did not change significantly. It continued to operate smoothly, and the supply side remained tight. The overall market negotiation focus of lithium iron phosphate was stable, and the price was mainly stable in the short term.

In the first ten days of May, the price of lithium iron phosphate mainly kept stable, the mainstream price was 155000 yuan / ton, and the downstream just needed to purchase. At present, the supply of manufacturers is still tight, and the supply side is insufficient. The contract customers are mainly responsible for arranging orders for shipment, the number of new orders is limited, the overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, the price continues to rise, the cost pressure of lithium iron phosphate remains, and after the May Day holiday of the upstream lithium carbonate, Lithium carbonate prices are still slightly lower. Recently, some lithium salt manufacturers in the market have low transaction prices and strong willingness to ship due to capital and shipping pressure. However, the price of lithium carbonate continues to decline, making the downstream still in a wait-and-see state, with poor willingness to receive goods. As of May 5, industrial lithium carbonate was 462000 yuan / ton, and battery lithium carbonate was 478000 yuan / ton.

In the middle of May, the price of lithium iron phosphate mainly kept stable, the mainstream price was 155000 yuan / ton, and the downstream just needed to purchase. At present, the supply of manufacturers is still tight, some manufacturers are shut down, the supply of goods is tight, and the supply side is obviously insufficient. The contract customers are mainly responsible for arranging orders for shipment, the number of new orders is limited, the overall market negotiation atmosphere is acceptable, the price remains high, the upstream remains high, and the price continues to rise, The cost pressure of lithium iron phosphate still exists. The price of lithium carbonate in the upstream fell sharply. At present, the market supply is stable. However, the demand for terminals and batteries has not recovered significantly under the epidemic. The orders for cathode materials have also remained low, making the purchase of raw materials still relatively small. In the case of weak market demand, the price trend of lithium carbonate is slightly weak, mostly maintaining a low level. Industrial lithium carbonate is 450000 yuan / ton, and battery lithium carbonate is 467000 yuan / ton.

In late May, the price of power type high-quality lithium iron phosphate was 155000 yuan / ton. The downstream just needed to purchase, and the overall market was running smoothly. At present, the manufacturer’s supply is still tight and the supply side is in short supply. The manufacturer mainly arranges and delivers goods to contract customers. The number of new orders is limited. The overall market negotiation atmosphere is acceptable, and the price remains high. The upstream stays high and continues to support the price. The cost pressure of lithium iron phosphate remains, As of April 24, the price of upstream lithium carbonate fluctuated slightly. At present, some small and medium-sized cathode manufacturers have gradually improved due to the low inventory in the early stage and the recent epidemic situation in some regions. Market confidence has increased, and small batches of lithium carbonate just need to be purchased. However, due to the strong selling in the early stage and the decline of inventory, the market is reluctant to sell at this stage, and the market game mood is renewed. Industrial lithium carbonate is 448000 yuan / ton, and battery lithium carbonate is 467000 yuan / ton.

Chemical industry index: on May 26, the chemical industry index was 1201 points, an increase of 1 point compared with yesterday, a decrease of 14.21% compared with the highest point of 1400 points in the cycle (2021-10-23), and an increase of 100.84% compared with the lowest point of 598 points on April 8, 2020. (Note: the period refers to 2011-12-01 to now).

According to the analysts of lithium iron phosphate of business club, it is expected that in the short term, the lithium iron phosphate market will be mainly stable, the manufacturers will mainly supply contract customers, and new orders will not be received, so the overall market supply shortage will be difficult to alleviate. (if you want to get more commodity information and master commodity prices, you are welcome to subscribe to the commodities of the business club through the official account of the business club. The market is an opportunity).