There Was No Change in Separator This Week

In the separator market, the prices of wet-process separators are expected to remain stable, with mainstream quotations for 5μm, 7μm, and 9μm products holding steady at 1.35 yuan/m², 0.76 yuan/m², and 0.74 yuan/m², respectively; for dry-process separators, the mainstream quotations for 12μm and 16μm products are 0.45 yuan/m² and 0.44 yuan/m², respectively. From the supply-demand structure perspective, on the supply side, due to the long expansion cycle of the industry, the previously added capacity is still being steadily released, resulting in an overall loose market supply; on the demand side, it benefits from the steady growth of the power and ESS battery markets, with battery cell enterprises' procurement orders increasing steadily. Overall, the price of separators is expected to continue to remain stable, with a low possibility of significant 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