【SMM Analysis】Weekly Price Trend Analysis of ESS Battery Cells, 4.11-4.17

Published: Apr 17, 2025 18:59

Save

[SMM Analysis] This week, ESS battery cell prices remained stable. The average price of 280Ah ESS battery cells was 0.303 yuan/Wh, and the average price of 314Ah battery cells was 0.305 yuan/Wh.

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

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

23 hours ago

In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.

According to the latest data from the Passenger Car Association, in December 2025, producers with new energy wholesale sales exceeding 10,000 units accounted for 93% of the total wholesale sales of passenger NEVs that month. Based on preliminary January data, these producers achieved sales of 830,000 units in January. As most producers have already locked in their major sales figures, by applying the structural proportion from the previous month to the current month's data, the estimated wholesale sales of passenger NEVs nationwide in January were 900,000 units. According to comprehensive preliminary monthly association data: the estimated wholesale sales of NEVs by national passenger car producers in January 2026 were 900,000 units, up 1% YoY.

23 hours ago

CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.

据中国汽车工业协会整理的海关总署数据显示，2025年12月，汽车整车进口3.0万辆，环比下降30.4%，同比下降56.1%；进口金额14.7亿美元，环比下降23.6%，同比下降52.5%。2025年，汽车整车进口47.6万辆，同比下降32.4%；进口金额236.4亿美元，同比下降39.7%。

23 hours ago

Canada Announces New EV Strategy, to Collaborate with China

According to CCTV News, on February 5, Canadian Prime Minister Mark Carney announced a new electric vehicle strategy, including the reinstatement of car purchase subsidies, and stated that Canada will cooperate with China to promote the local production and export of EVs in Canada. According to a statement released by the Prime Minister's Office of Canada, the country will make full use of existing and newly established trade agreements, including a recently reached EV cooperation agreement with China, to facilitate large-scale investment in this sector, diversify Canada’s automotive export markets, and position Canada as one of the global leaders in the electric vehicle industry.

23 hours ago