This week, ESS battery cell prices remained stable. The average price of 280Ah ESS battery cells was 0.303 yuan/Wh, while the average price of 314Ah cells was 0.305 yuan/Wh. Recently, US tariff policies have had a certain impact on domestic ESS battery cell orders. However, as the installation rush period of May 31 approaches in China, domestic ESS battery cell production continues to maintain a high level of prosperity. At this stage, domestic ESS battery cell production has shown a significant concentration phenomenon among leading manufacturers. The operating rate of leading battery cell manufacturers remains high, while the operating rate of second and third-tier battery producers has slightly declined. Looking ahead, as domestic and overseas demand declines, ESS battery prices may decrease.
SMM New Energy Industry Research Department
Cong Wang 021-51666838
Rui Ma 021-51595780
Disheng Feng 021-51666714
Yanlin Lyu 021-20707875
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Jie Wang 021-51595902
Yang Xu 021-51666760
Bolin Chen 021-51666836
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