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This week, power battery cell prices remained relatively stable. Against the backdrop of production schedule adjustments for some car models, the shipment pace of ternary battery cells slowed down, and there is an expectation of a decline in market quotes, with market competition significantly intensifying. LFP battery cells performed relatively steadily, with some mainstream car models maintaining basic procurement. The overall order release pace was moderate, and prices showed signs of stabilizing amid low-level fluctuations. Cost side, the prices of core raw materials such as lithium carbonate and cathode materials continued to operate at low levels, keeping battery cell production costs at a relatively low level. However, the scope for marginal cost reduction has significantly narrowed. Currently, fluctuations in battery cell prices are more driven by adjustments in the demand-side pace and the transmission of inventory pressure, rather than changes in the material side. In terms of supply and demand, the terminal vehicle market is still in the inventory digestion phase, with automakers adopting a cautious procurement strategy and battery cell orders being released in a more dispersed manner. Meanwhile, leading battery cell manufacturers maintained stable operating conditions, with the primary focus on ensuring supply to core customers.
Ma Rui 021-51595780
Feng Disheng 021-51666714
Lv Yanlin 021-20707875
Zhou Zhicheng 021-51666711
Zhang Haohan 021-51666752
Wang Zihan 021-51666914
Wang Jie 021-51595902
Xu Yang 021-51666760
Yang Lianting 021-51595835
Yang Le 021-51595898
