【SMM Analysis】Dry Separators Showed an Upward Trend This Week

SMM April 17 News:

This week, the price of dry-process lithium battery separators showed an upward trend, with mainstream quotations for wet-process separators (5um/7um/9um) at 1.59 yuan, 0.82 yuan, and 0.75 yuan, respectively; mainstream quotations for dry-process separators (12um/16um) were 0.46 yuan and 0.43 yuan. Supply side, with the completion of the resumption of work and production in the industry chain 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 NEV and ESS demand continues to grow, which will promote battery cell manufacturers' procurement of separators. In terms of prices, as the previous separator prices were already close to the cost line, the price of wet-process separators is expected to remain stable in the near term, while the price of dry-process separators shows an upward trend.

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