Separators prices stabilized this week. The recent supply and demand pattern of separators has remained stable. Among them, head separators companies are currently operating at a high level, supported by downstream orders. The demand-side trend shows a certain degree of differentiation. Some leading battery cell manufacturers purchase and take delivery according to the rhythm, and the demand is generally stable. However, some battery cell companies in the digital and small power market have significantly weakened their expectations due to their order backlog, which has resulted in a certain slowdown in the delivery pace of some back-row separator companies. But overall, market supply and demand remain stable.
![[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![마그네슘 가격 3거래일 연속 상승! 원가 측면은 여전히 '뜨겁게 타오르는' 반면 수요 측면은 바통을 이어받기 어려워 [SMM 논평]](https://imgqn.smm.cn/usercenter/EutUV20251217171724.jpeg)

