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TrendForce Jibang Consulting: Material costs continue to fall, China's electric vehicle battery prices fell slightly in July

Jibang Consulting said that China's power battery demand was generally stable in July, but the cost of battery materials continued to decline, resulting in a slight decline in battery core prices.。

TrendForce said that China's power battery demand was generally stable in July, but the cost of battery materials continued to decline, resulting in a slight decline in battery core prices.。

As battery material prices continue to fall, China's electric vehicle (EV) battery prices continue to show a downward trend。

Market research firm TrendForce said in a report today that China's power battery demand was generally stable in July, but the cost of battery materials continued to decline, resulting in a slight downward trend in battery cell prices。

加入我们 电报 或者 谷歌新闻 <样式> 报告称,电池材料成本下降主要是由于正极材料价格持续下降,以及钴、镍、铜等电池金属价格下跌,其中铜价大幅下跌。

EV batteries fell about 2% year-over-year in July, according to TrendForce, une。

The average price of square ternary batteries in July was 0 per watt-hour.RMB 48 (0.$0672), down 2 from June.1%。The average price of square lithium iron phosphate (LFP) batteries in July was 0.41 yuan / Wh, down 2 from June.6%。In July, the average price of soft pack ternary batteries was 0.5 yuan / Wh, down 2% from June。

In terms of energy storage battery cells, prices fell sharply due to reduced demand and lower raw material prices.。

According to TrendForce statistics, the average price of square lithium iron phosphate batteries for energy storage in July was 0.38 yuan / Wh, down 9 from June.2%。

TrendForce said orders for energy storage batteries fell in July, and production fell from the previous month.。

At the same time, the prices of cathode materials, electrolytes and copper foils have all declined to varying degrees, making it difficult to support the price of energy storage batteries.。

In addition, sales of large-capacity batteries of 280Ah and above, which have a more cost-effective share of ships, continued to increase, resulting in the average price of lithium iron phosphate energy storage batteries falling to zero in July..38 yuan / Wh, down 9% from June。p >

Jibang Consulting said that the pressure of excess supply of lithium carbonate in China is still strong, and the price of lithium carbonate has fallen to about 80,000 yuan per ton at the end of July.。

TrendForce said the pattern of oversupply of lithium carbonate in China has not changed and prices are expected to remain low in the third quarter。

TrendForce还指出,受海外市场关税上调政策实施等影响,中国电池厂商在7月下旬补充库存,预计将带动8月产业链上游订单增加。

TrendForce said that while the downward trend in lithium prices remains unchanged, the decline may slow down。

($1 = RMB 7.1446)

<p><img src="https://hawk-oss.hawkinsight.com//file//202408/558730704_767" style="width: 100%;">TrendForce said that China's power battery demand was generally stable in July, but the cost of battery materials continued to decline, resulting in a slight decline in battery core prices.。As battery material prices continue to fall, China's electric vehicle (EV) battery prices continue to show a downward trend。Market research firm TrendForce said in a report today that China's power battery demand was generally stable in July, but the cost of battery materials continued to decline, resulting in a slight downward trend in battery cell prices。Join us in Telegram or Google News < Style > report that the decline in battery material costs is mainly due to the continued decline in the price of positive materials, as well as cobalt, nickel, copper and other battery metals prices, of which copper prices fell sharply.。EV batteries fell about 2% year-over-year in July, according to TrendForce, une。The average price of square ternary batteries in July was 0 per watt-hour.RMB 48 (0.$0672), down 2 from June.1%。The average price of square lithium iron phosphate (LFP) batteries in July was 0.41 yuan / Wh, down 2 from June.6%。In July, the average price of soft pack ternary batteries was 0.5 yuan / Wh, down 2% from June。In terms of energy storage battery cells, prices fell sharply due to reduced demand and lower raw material prices.。According to TrendForce statistics, the average price of square lithium iron phosphate batteries for energy storage in July was 0.38 yuan / Wh, down 9 from June.2%。TrendForce said orders for energy storage batteries fell in July, and production fell from the previous month.。At the same time, the prices of cathode materials, electrolytes and copper foils have all declined to varying degrees, making it difficult to support the price of energy storage batteries.。In addition, sales of large-capacity batteries of 280Ah and above, which have a more cost-effective share of ships, continued to increase, resulting in the average price of lithium iron phosphate energy storage batteries falling to zero in July..38 yuan / Wh, down 9% from June。P > Jibang Consulting said that the pressure of excess supply of lithium carbonate in China is still strong, and the price of lithium carbonate has fallen to about 80,000 yuan per ton at the end of July.。TrendForce said the pattern of oversupply of lithium carbonate in China has not changed and prices are expected to remain low in the third quarter。TrendForce also pointed out that due to the implementation of tariff increases in overseas markets, Chinese battery manufacturers replenished their inventories in late July, which is expected to drive an increase in upstream orders in the industrial chain in August.。TrendForce said that while the downward trend in lithium prices remains unchanged, the decline may slow down。($1 = RMB 7.1446)</p>

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