2023-06-05 12:50:33
每經(jing)AI快(kuai)訊,據TrendForce集邦咨(zi)詢研究(jiu)顯示,5月(yue)(yue)車用(yong)方(fang)形三元(yuan)(yuan)電(dian)(dian)(dian)(dian)芯(xin)(xin)、鐵鋰(li)(li)電(dian)(dian)(dian)(dian)芯(xin)(xin)和軟包型三元(yuan)(yuan)動力(li)電(dian)(dian)(dian)(dian)芯(xin)(xin)均價(均以人民(min)幣(bi)計)月(yue)(yue)跌(die)9%,分別跌(die)至0.75元(yuan)(yuan)/Wh、0.67元(yuan)(yuan)/Wh和0.79元(yuan)(yuan)/Wh。動力(li)市(shi)(shi)場(chang)恢復一般。儲(chu)能(neng)電(dian)(dian)(dian)(dian)芯(xin)(xin)方(fang)面(mian),5月(yue)(yue)磷酸鐵鋰(li)(li)儲(chu)能(neng)電(dian)(dian)(dian)(dian)芯(xin)(xin)市(shi)(shi)場(chang)均價月(yue)(yue)跌(die)12.6%,跌(die)至0.65元(yuan)(yuan)/Wh,磷酸鐵鋰(li)(li)儲(chu)能(neng)電(dian)(dian)(dian)(dian)池市(shi)(shi)場(chang)需求恢復較好,尤其是產業龍頭企(qi)業訂單量明顯回(hui)(hui)溫。消(xiao)費(fei)電(dian)(dian)(dian)(dian)池電(dian)(dian)(dian)(dian)芯(xin)(xin)方(fang)面(mian),鈷(gu)酸鋰(li)(li)電(dian)(dian)(dian)(dian)芯(xin)(xin)5月(yue)(yue)均價7.55元(yuan)(yuan)/Ah,月(yue)(yue)跌(die)11.5%,由于(yu)5月(yue)(yue)消(xiao)費(fei)電(dian)(dian)(dian)(dian)子市(shi)(shi)場(chang)回(hui)(hui)暖,鈷(gu)酸鋰(li)(li)電(dian)(dian)(dian)(dian)芯(xin)(xin)需求上升,預期6月(yue)(yue)份(fen)將再(zai)受惠(hui)于(yu)電(dian)(dian)(dian)(dian)商618購物(wu)節(jie)帶動終端(duan)消(xiao)費(fei),鈷(gu)酸鋰(li)(li)電(dian)(dian)(dian)(dian)池的出貨量會再(zai)上升。
TrendForce集邦咨詢認(ren)為,目(mu)前中國動力電池產業(ye)鏈持續回溫,5月(yue)鋰(li)鹽(yan)價格開始強勢反彈,漲(zhang)幅最高(gao)時以單(dan)日(ri)(ri)每噸(dun)1萬元人民(min)幣在上漲(zhang),這背(bei)后有多(duo)種(zhong)因素在助(zhu)推價格的(de)非(fei)理性上漲(zhang),實際需(xu)求并非(fei)出現高(gao)速增長(chang),而是在穩步的(de)復蘇,預計6月(yue)將進入市場需(xu)求的(de)高(gao)峰(feng)期(qi),唯獨須注意下游實際需(xu)求的(de)變(bian)化,避免鋰(li)鹽(yan)價格因市場預期(qi)心理產生劇烈變(bian)化而導致市況惡(e)化。(每日(ri)(ri)經(jing)濟新(xin)聞)
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