SMM March 27 News:
This week, the price of battery separators remained stable. Among them, the price of wet-process separators has been stable recently, with no significant fluctuations. The sentiment for price increases in dry-process separators is high, but substantial price adjustments are expected to be delayed until the next round of long-term contract negotiations. From the perspective of supply and demand, the demand for separators from downstream battery cell enterprises continues to grow steadily, and the capacity utilization rate of existing separator production lines is also increasing. However, it is worth noting that separator producers are still actively advancing capacity expansion plans, so the oversupply situation in the separator market will persist. In summary, the sentiment for price increases in the dry-process separator sector mainly stems from the current market prices being generally below the industry's average production cost line. However, the specific timing and extent of price adjustments still require continuous monitoring of subsequent market changes.
SMM New Energy Research Team
Cong Wang 021-51666838
Xiaodan Yu 021-20707870
Rui Ma 021-51595780
Disheng Feng 021-51666714
Yujun Liu 021-20707895
Yanlin Lyu 021-20707875
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Xiaoxuan Ren 021-20707866
Jie Wang 021-51595902
Yang Xu 021-51666760
Zhaoyu Wang 021-51666827
