SMM, May 22:
This week, the prices of wet-process separators remained relatively stable. The mainstream quotations for 5μm/7μm/9μm products were adjusted to 1.35 yuan, 0.76 yuan, and 0.74 yuan respectively, with quotations experiencing varying degrees of decline this week, primarily due to the expansion of the reference trading volume range. The prices of dry-process separators increased slightly, with mainstream quotations for 12μm/16μm products reaching 0.45 yuan and 0.44 yuan. From the perspective of supply and demand structure, on the supply side, due to the long expansion cycle of the separator industry, the capacity accumulated in the early stage has not been fully absorbed, and the oversupply situation in the market will continue. On the demand side, benefiting from the downstream end-use market, the procurement orders of battery cell enterprises have shown steady growth.
SMM New Energy Research Team
Wang Cong 021-51666838
Ma Rui 021-51595780
Feng Disheng 021-51666714
Lv Yanlin 021-20707875
Zhou Zhicheng 021-51666711
Zhang Haohan 021-51666752
Wang Zihan 021-51666914
Wang Jie 021-51595902
Xu Yang 021-51666760
Wang Zhaoyu 021-51666827
