The separator market currently remains stable, with mainstream quotations for 5μm, 7μm, and 9μm wet-process separators holding steady at 1.35 yuan/m², 0.76 yuan/m², and 0.74 yuan/m², respectively. The mainstream quotations for 12μm and 16μm dry-process separators are 0.45 yuan/m² and 0.44 yuan/m². From a supply-demand structure perspective, the industry's expansion cycle is lengthy, with previously added capacity still being gradually released, resulting in an overall loose market supply. On the demand side, benefiting from the steady growth of the power and ESS battery markets, procurement demand from battery cell enterprises remains robust. Separator prices are expected to remain stable, with a low likelihood of significant fluctuations in the short term.
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
