SMM January 16 News:
This week, lithium battery separator material prices remained stable, with the market showing good production and sales performance. In terms of prices, due to the previous price war and customer price suppression, separator material prices have been pushed down to a relatively low range. Currently, as downstream battery cell manufacturers are in the stockpiling phase, separator companies have seen favorable order conditions, and market competition has eased. To ensure procurement volume, most downstream customers have stopped pushing for price reductions. Moving forward, as new capacity from separator companies is gradually released, the market may still face an oversupply situation. Therefore, separator companies may slightly lower their quotes in the future to compete for market share.
SMM New Energy Research Team
Cong Wang 021-51666838
Xiaodan Yu 021-20707870
Rui Ma 021-51595780
Ying Xu 021-51666707
Disheng Feng 021-51666714
Yujun Liu 021-20707895
Yanlin Lü 021-20707875
Ye Yuan 021-51595792
Chensi Lin 021-51666836
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Xiaoxuan Ren 021-20707866
Yushuo Liang 021-20707892
Jie Wang 021-51595902
Yang Xu 021-51666760
Mengqi Xu 021-20707868
