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In May 2024, China's production of ternary precursors will be 63700 tons, a decrease of 15.97% month on month and a year-on-year increase of 5.71%.

Domestic in May Three element cell The production reduction is obvious, and individual enterprises are in the process of going out of stock, driving their upstream ternary material supply chain enterprises to reduce production. Although overseas orders have slightly recovered, the overall demand is still falling.

In June 2024, the estimated output of China's ternary precursors will be 58900 tons, down 7.49% month on month and 18% year on year. Domestic leader in June Three element cell The enterprise continues to reduce production.

In April 2024, the output of ternary cathode materials in China will be 62700 tons, an increase of 16.03% month on month and 47.09% year on year.

In April, the domestic demand for ternary cathode materials was fair, and the output of enterprises increased significantly. Due to changes in the supply chain, C supply chain enterprises increased significantly Three element cell Leading enterprises reduce production, which drives their related enterprises to reduce production significantly.

In May 2024, the output of ternary cathode materials in China will be 54500 tons, down 13.12% month on month and up 23.44% year on year.

In April 2024, China's production of ternary precursors will be 75800 tons, an increase of 24.04% month on month and 30.45% year on year.

In April, ternary precursors increased significantly under terminal demand, and overseas orders increased, leading enterprises' output recovered.

In May 2024, the estimated output of China's ternary precursor will be 71300 tons, with a month on month decrease of 5.9% and a year-on-year increase of 18.37%. Domestic leading enterprises in May Three element cell The production reduction of enterprises is obvious, leading to the start of production reduction of enterprises.

In April 2024, the physical output of nickel sulfate in China will be 188400 tons, and the metal output will be 41500 tons (new samples), an increase of 21.57% month on month, of which nickel bean powder will account for 0.96%, nickel hydrometallurgical intermediate products will account for 63.57%, high nickel matte will account for 27.6%, and regenerated nickel will account for 7.86%. It is estimated that 37200 metal tons will be produced in May 2024, an increase of 9.19% month on month. Among them, 9080 tons of nickel plates are produced from nickel sulfate.

In April, the domestic nickel sulfate output continued to increase according to the terminal demand, among which there was an obvious increase in the number of enterprises with raw material advantages. Some enterprises produced a small amount of nickel beans and nickel powder after the low price of nickel beans and nickel powder on the disk, and the overall dissolution was small. In May, with the terminal Three element cell The production was significantly reduced, resulting in a decline in demand for nickel sulfate. Other individual enterprises began to switch to nickel plate production in their new electrolytic production lines. In May, the production of nickel sulfate decreased.

On November 14, the reporter learned from several insiders that BYD Lithium Iron Phosphate and Ningde Times Three element cell It will supply Audi FAW new energy vehicles, and the first pure electric vehicle built based on the PPE platform is planned to be mass produced in Changchun next year. According to the plan, Audi FAW New Energy Project will introduce three products, namely Audi Q6L e-tron, Q6L sportback e-tron and A6L e-tron. The production base has a total planned capacity of 600000 vehicles.