According to SMM data, this week, the price of prismatic 280Ah ESS cells ranged from 0.33 to 0.43 yuan/Wh, with an average price of 0.38 yuan/Wh. In terms of costs, the theoretical cost of prismatic 280Ah ESS cells this week was 0.336 yuan/Wh, a decrease of approximately 0.2% compared to last week.
From the supply side, with the end of the Spring Festival holiday and further digestion of factory inventories, the operating rate of battery cell companies has slightly recovered, and ESS cell production is expected to increase significantly this month. From the demand side, the previous cautious purchasing sentiment due to unstable lithium prices has weakened, coupled with the upcoming grid connection surge, downstream procurement demand has also recovered.
Looking ahead, although recent trends in ESS cell production and sales have shown signs of improvement, the oversupply situation has not yet eased, and expectations for price declines persist. Additionally, entering 2024, the iteration of 300+Ah battery cells in the market has accelerated. This may have an impact on the market for 280Ah battery cells, intensifying competition among companies and leading to more frequent downward price probes in the current market.
For more information, please contact cathycai@smm.cn
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