Electrolyte Prices Remained Stable This Week (2026.4.27-4.3) [SMM Lithium Battery Electrolyte Market Weekly Review]

Published: Apr 30, 2026 15:27

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[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Remained Stable This Week (2026.4.27-4.30)] From April 27 to April 30, 2026, electrolyte prices remained stable. Future price trends will still need to focus on upstream raw material price movements.

SMM April 30 update:

Electrolyte market prices remained stable this week. Specifically, average prices for ternary NEV-use, LFP-use, and LMO-use electrolytes were 28,950 yuan/mt, 27,200 yuan/mt, and 21,500 yuan/mt, respectively. Cost side, overall electrolyte production costs showed no significant fluctuations this week. LiPF6 side, as the price rises of lithium fluoride and anhydrous hydrogen fluoride gradually passed through, raw material costs for LiPF6 production rose notably. Producers' sentiment to hold prices firm and push for price increases intensified, with some enterprises already raising quotes slightly. Downstream electrolyte enterprises, supported by rigid stockpiling demand, showed greater acceptance of price increases. Solvent side, upstream propylene oxide prices pulled back further, continuously weakening cost support for solvents and driving some solvent prices slightly lower. Additive market, multiple VC producers entered scheduled maintenance, significantly reducing effective industry supply. Meanwhile, downstream demand rose steadily, tightening the supply-demand pattern and pushing VC market prices higher. As price changes in LiPF6, solvents, and additives offset each other, overall electrolyte production costs fluctuated minimally, and market prices remained stable. Supply and demand side, electrolyte enterprises generally adopted a produce-based-on-sales model. As the auto show was expected to boost new energy vehicle sales and ESS sector demand continued to grow, downstream demand was expected to recover steadily, with electrolyte production likely to rebound in tandem. Overall, the electrolyte industry's bargaining power remained relatively weak, and future market price trends still required continuous monitoring of lithium battery raw material price fluctuations and supply-demand changes.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lv Yanlin 021-20707875

Xu Mengqi 021-20707868

Hu Xuejie 021-20707858

Chen Bolin 021-51666836

Wang Yizhou 021-51595909

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.

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