【SMM Lithium Battery Separator Price Analysis This Week】This week, lithium battery separator material prices remained stable. The mainstream quotations for wet separators (5um/7um/9um) were 1.59 yuan, 0.82 yuan, and 0.75 yuan, respectively. The mainstream quotations for dry separators (12um/16um) were 0.46 yuan and 0.43 yuan. Supply side, with the completion of the industry chain's resumption of work and production in March, the industry's capacity utilization rate has recovered, and a slight increase in the production schedule is expected in April. Demand side, downstream power and ESS demands continue to grow, which will promote battery cell manufacturers' procurement of separators. Price-wise, as the separator prices have already approached the cost line, it is expected that the separator prices will remain stable in the near term.

SMM Analysis: Battery Separator Prices Remained Stable This Week. SMM reported on March 27 that the prices of battery separators remained stable this week. Among them, the recent prices of wet-process separators...

[SMM Analysis: Downstream Demand Recovers, Separator Prices Remain Stable This Week] SMM, January 23: This week, lithium battery separator material prices remained stable. In terms of prices, due to the prolonged price war and the pressure from battery cell manufacturers to lower prices...

【SMM Analysis: Lithium Battery Separator Prices Still Under Pressure in January, Is There Still Downward Space in the Future?】SMM January 21 news, in January, the power and energy storage markets entered the off-peak season, and downstream demand further weakened. Some leading cell and power manufacturers have certain order support, resulting in less decline in separator procurement. By January, these manufacturers have gradually joined the reduction team, implementing inventory reduction strategies for their own cells, leading to a significant weakening in separator procurement demand and the continued oversupply in the market. In addition, with the recent settling of some cell manufacturers' 2024 annual agreements and tenders, some separator manufacturers have gradually lowered their prices, approaching the target price of the agreements, causing pressure on separator prices as a whole and further pushing prices downward.

SHANGHAI, Jul 4 (SMM) – Battery separator prices held steady last week, with supply and demand relatively balanced.

SHANGHAI, Jun 26 (SMM) – Battery separator prices held steady last week, with supply and demand remaining relatively unchanged.

SHANGHAI, Jun 20 (SMM) -Battery separator prices were stable last week.

SHANGHAI, Jun 13 (SMM) – Battery separator prices were stable last week.

China produced 838 million m2 of battery separator in April, up 1% MoM and 2% YoY.

SHANGHAI, May 22 (SMM) - Battery separator prices fell last week. With the slight pick-up in end-user demand, some battery separator companies began to restock.