Separator prices remained stable during the week, with supply and demand operating on dual tracks and limited short-term fluctuations.

Published: Jul 17, 2025 17:19

Save

[Separator prices remained stable during the week, with supply and demand operating on dual tracks and limited short-term fluctuations]

This week, the overall market prices of separators remained stable. Specific quotes: For wet-process separators, the mainstream prices were 1.35 yuan/m² for 5μm, 0.76 yuan/m² for 7μm, and 0.74 yuan/m² for 9μm. For dry-process separators, the mainstream prices were 0.45 yuan/m² for 12μm and 0.44 yuan/m² for 16μm. On the supply side, constrained by the prolonged capacity release cycle, the accumulated stock capacity has not yet been fully absorbed, and the market continues to exhibit a loose supply situation. On the demand side, there is a structural differentiation: demand in the power battery sector falls short of expectations, while demand in the ESS sector outperforms previous market predictions. The hedging effect between the two drives a slight MoM increase in the overall industry demand. Given the current supply-demand balance, separator prices are expected to maintain a stable trend in the short term, with limited fluctuations.

SMM New Energy Research Team

Wang Cong 021-51666838
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

Wang Zhaoyu 021-51666827

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

17 hours ago

Beijing Launches 500-kV Power Project in Fengtai, Boosting Grid Resilience and Industrial Growth

On January 28th, the construction of the 500-kilovolt power transmission and transformation project in Fengtai, Beijing officially started. This project is the first newly-built 500-kilovolt power grid project in Beijing during the 15th Five-Year Plan period. It will significantly enhance the resilience and power receiving capacity of the southern Beijing power grid and provide reliable power support for Beijing to continuously optimize the investment structure and vigorously develop high-end, precise, and cutting-edge industries. The 500-kilovolt power transmission and transformation project in Fengtai, Beijing is a key project of Beijing's power grid during the 15th Five-Year Plan period and one of the "3 100" key projects in Beijing this year. It is constructed and managed by the State

17 hours ago

Shaanxi-Anhui UHV DC Project's 500-kV AC System at Hezhou Station Begins Operation After Trial Run

On February 1st, the 500-kilovolt AC system of the Hezhou Converter Station, the receiving-end station of the ±800-kilovolt UHV DC power transmission project from northern Shaanxi to Anhui, was officially put into operation after a 24-hour trial run.

17 hours ago

750-kV Power Line Connecting Northern to Central Shaanxi Fully Operational

On February 2nd, the 750-kilovolt power transmission and transformation project of the third passageway from northern Shaanxi to central Shaanxi was fully connected. The project starts from the 750-kilovolt Shuofang Substation in Shenmu City in the north and ends at the 750-kilovolt Bailuyuan Substation in Lantian County in the south. It has newly built a 1,271-kilometer line, passing through 18 counties (districts) in 4 cities including Yulin, Yan'an, Weinan and Xi'an.

17 hours ago