This week, the market prices of ESS battery cells have been experiencing sideways movement, with significant structural differences. Currently, the market prices of 314Ah battery cells are showing a pronounced polarizing trend. On one hand, leading battery cell enterprises are generally facing a situation of tight supply and undersupply of products, providing solid support for their product prices. On the other hand, enterprises in the third and fourth tiers continue to adopt price competition strategies to vie for market share. The household ESS sector is showing signs of recovery, with the European market performing particularly well and market sentiment being bullish. Driven by the RMB2.3 billion subsidy policy in Australia, end-user demand has increased, and demand transmission has led to a phased increase in household ESS prices. Overall, ESS battery cell prices are still under short-term pressure. Whether prices can rebound in the future depends on the sustainability of demand in overseas high-growth markets and the intensity and sustainability of domestic market demand growth.
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
Li Yisha 021-51666730
