节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
中国电动汽车电池制造商的供应商，因钴价大幅反弹以及电池原材料市场趋紧，正推动提高关键钴基材料价格。
据三位匿名交易员和生产商透露，镍锰钴（NCM）前驱体制造商近期几周寻求提高长期合同报价。NCM前驱体是生产NCM电池阴极的原料，约五分之一中国电动汽车使用该电池。
消息人士称，在中国，NCM前驱体定价通常较硫酸钴现货有固定折扣，一般约10%，但生产商如今力争将折扣降至接近5%。有消息人士补充，部分生产商还打算明年进一步降低现货订单折扣。
买家是否会接受高于预期报价尚不明确，消息人士表示谈判或有难度，因主要NCM电池制造商供..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
Given that NCM battery manufacturers have many supplier choices, will they really accept the price increase proposed by NCM precursor manufacturers? And with the cobalt price rebound mainly due to Congo’s export restrictions, how sustainable is this upward trend in cobalt – based material prices? Al…