This week, ESS battery cell prices slightly rebounded, and subsequent prices may remain stable.

Published: Mar 13, 2025 14:31

Save

This week, the prices of 280Ah and 100Ah ESS battery cells increased, while the prices of 314Ah and 50Ah ESS battery cells remained stable. The main reason was the rise in prices of key materials such as graphite anode and copper-aluminum, leading to a short-term increase in ESS battery cell costs, though the growth was relatively small. According to SMM's calculations, as of last Friday, the theoretical cost of 280Ah battery cells was 0.30 yuan/Wh, while that of 314Ah battery cells was 0.284 yuan/Wh. This week, the prices of 280Ah and 100Ah ESS battery cells saw a slight rebound in the short term due to the depletion of low-cost inventory before the holiday. Meanwhile, the prices of 314Ah and 50Ah ESS battery cells remained stable as market supply and demand were balanced, with minimal short-term cost fluctuations. Looking ahead, ESS battery cell market demand is expected to gradually rebound from late Q1 to early Q2. However, as battery cell cost fluctuations are limited and the capacity transition for 314Ah ESS battery cells is gradually completed, product supply will remain sufficient, and the price of 314Ah battery cells is expected to stay stable. At the same time, after price adjustments, the prices of 280Ah and 100Ah battery cells are also expected to remain stable.

New Energy

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

4 hours ago

World's First 5 MW AEM Hydrogen System Goes Operational with Intelli's Core Rectifiers

[SMM Hydrogen Energy News: World's First 5 MW AEM Hydrogen Production System Commissioned, Intelli Provides Core Rectification Equipment] Recently, the world's first 5 MW anion exchange membrane (AEM) water electrolysis hydrogen production system completed installation and commenced commissioning, marking the official entry of megawatt-scale AEM technology into the industrial application stage. The project innovatively established an integrated "PV—AEM hydrogen production—blast furnace hydrogen-rich smelting" system. The green hydrogen produced will be used for hydrogen-rich injection in the steel group's blast furnaces, facilitating coal reduction and carbon reduction goals. The core rectification equipment for the system was provided by Hubei Intelli Electric, configured with 5 sets of IGBT rectifier power supplies, featuring advantages such as high power factor, low harmonics, and fast response. It can precisely match large power AEM electrolysis cells, providing reliable power supply assurance for stable system operation.

4 hours ago

17 hours ago

POSCO Future M Joins DJBIC World Index, First in Korea’s Battery Materials Sector

POSCO Future M said on May 6 that it has been included in the Dow Jones Best-in-Class World Index, becoming the first Korean battery materials company to do so. DJBIC is a sustainability index published annually by S&P Global, evaluating companies based on financial performance and ESG standards. The inclusion places POSCO Future M among the top 10% of companies globally in ESG performance, signaling international recognition of its sustainability competitiveness.

17 hours ago

POSCO Future M to Develop All-Solid-State Battery Cathode Materials for Japanese Automaker

POSCO Future M recently signed an exclusive development agreement with a Japanese automaker for cathode materials used in all-solid-state batteries, according to industry sources on May 5. Under the deal, POSCO Future M will exclusively develop and supply cathode materials for the automaker’s all-solid-state battery project. The partner is reportedly a mid-sized carmaker. This marks the first case in which a Japanese automaker has designated a Korean materials company as the sole supplier of cathode materials for all-solid-state batteries.

17 hours ago