SMM News on June 12:
This week, the overall market prices of separators remained stable. Specifically, the mainstream quotations for wet-process separators were as follows: 5μm at 1.35 yuan/m², 7μm at 0.76 yuan/m², and 9μm at 0.74 yuan/m². For dry-process separators, the mainstream quotations were: 12μm at 0.45 yuan/m² and 16μm at 0.44 yuan/m². On the supply side, due to the long industry capacity release cycle, the accumulated existing capacity has not been fully absorbed, and the market supply continues to be in a state of surplus. On the demand side, performance has been mixed. Demand in the power battery sector is weaker than expected, while demand in the ESS sector slightly exceeds previous market estimates. The combined effect of these two factors has driven a slight MoM increase in overall industry demand. Based on the current supply-demand balance, it is expected that separator prices will remain stable in the short term, with limited room for fluctuations.
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
