[SMM Analysis] Sales and Production of Separator Materials Remained Strong, Separator Prices Held Steady This Week

SMM December 26 News:

This week, lithium battery separator material prices remained stable. Currently, many domestic customers are engaging in year-end rush for installations, while overseas customers are also arranging early stockpiling. Overall downstream demand remains relatively assured, driving separator production schedules to high levels, with separator enterprises operating at relatively high rates. In terms of material production and sales, the situation is favorable. Regarding prices, after the previous price wars and customer price suppression, current separator material prices are already at a relatively low range. With separator enterprises having good order conditions and reduced market share competition intensity, most are focusing on stable pricing. Downstream customers, aiming to ensure stable material supply, are also temporarily refraining from pressing separator prices, ensuring procurement volumes. As a result, current separator prices are relatively stable. However, considering the existing surplus in separator capacity and the gradual release of new capacity, separator enterprises may still engage in further volume competition in the future, potentially leading to continued downward pressure on separator material prices.

SMM New Energy Research Team

Cong Wang 021-51666838
Xiaodan Yu 021-20707870
Rui Ma 021-51595780
Ying Xu 021-51666707
Disheng Feng 021-51666714
Yujun Liu 021-20707895
Yanlin Lü 021-20707875
Ye Yuan 021-51595792
Chensi Lin 021-51666836
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Xiaoxuan Ren 021-20707866
Yushuo Liang 021-20707892
Jie Wang 021-51595902
Yang Xu 021-51666760