This week, the ESS battery cell market entered a period of adjustment in delivery pace. The overall price center of ESS battery cells remained largely unchanged, but market quotes showed an upward trend. The installation rush projects from the previous period have been mostly delivered, and new utility ESS projects have yet to pick up, resulting in a slight slowdown in the delivery pace and a slightly looser supply and demand situation. There has been an increase in price negotiations, with expectations of adjustments in the prices of 280Ah and 314Ah battery cells. This week, the supply of small-capacity ESS battery cells has been tight, and market quotes have risen. Household ESS has maintained relatively stable deliveries, with a steady procurement pace in the European market and continuous shipments of standard models such as 50Ah. The demand for industrial and commercial ESS varies by region, with projects in regions with clear policies being implemented, but the overall scale remains limited, and price sensitivity is high. In overseas markets, inquiries from North America have recovered, while Southeast Asia and the Middle East continue to see rolling shipments of small orders. Overall, the ESS battery cell market is in a period of transition, with demand not declining, but the concentrated delivery phase has passed. Companies are focusing on controlling the pace and maintaining profits, and the market is entering a short-term adjustment window.
SMM New Energy Industry Research Department
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
Chen Bolin 021-51666836
Yang Le 021-51595898
