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Regarding power battery cell prices, according to the latest SMM data, the price of 100Ahprismatic LFP battery cellwas 0.355 yuan/Wh, and the price of 6-seriesprismatic ternary battery cellwas 0.505 yuan/Wh, both showing a certain degree of decline. Supply side, battery cell production schedules in January 2025 decreased by 10% MoM, with iron phosphate power battery cells down 9% MoM and ternary power battery cells down 5% MoM. The market CR5 was 80%, indicating a decrease in market concentration compared to December. Demand side, at the beginning of the year, due to the Chinese New Year holiday and the gap in the trade-in policy, NEV sales declined significantly, weakening battery cell demand and reducing orders. It is expected that battery cell production schedules will continue to decline in February.
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
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
Lianting Yang 021-51595835
