This week, separator prices remained stable overall, with the following quotes for specific categories: wet-process base film: 5μm at 1.35 yuan/㎡, 7μm at 0.76 yuan/㎡, and 9μm at 0.74 yuan/㎡; dry-process base film: 12μm at 0.45 yuan/㎡, and 16μm at 0.44 yuan/㎡. On the supply side, leading separator enterprises maintained a high operating rate, reaching around 90%, but the overall industry operating rate remained low, with sufficient supply in general. On the demand side, demand in the power battery sector remained stable recently, while demand in the ESS sector increased. It is expected that prices will continue to consolidate sideways in the short term, with controllable 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
