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SMM January 2 News:
This week, the prices of 314Ah and 280Ah ESS battery cells remained stable, while the prices of 100Ah and 50Ah ESS battery cells experienced a slight decline. From a cost perspective, the theoretical cost of 280Ah battery cells was 0.294 yuan/Wh, and that of 314Ah battery cells was 0.28 yuan/Wh, with overall changes being relatively small. On the market side, year-end domestic demand for ESS battery cells gradually decreased, and inquiry activities also significantly declined. Meanwhile, as battery cell manufacturers cleared inventories through previous low-price strategies, their current inventory levels and market prices have dropped to relatively low levels. At this time, it is the critical period for signing major material orders for battery cells in 2025, and prices are still under intense negotiation. Additionally, battery cell manufacturers have yet to fully grasp the changes in material prices, leading to low willingness to quote, which has slowed the decline in market transaction prices. Looking ahead, entering Q1, the traditional off-season for ESS demand, most battery cell manufacturers are expected to implement production cuts due to changes in demand and the impact of the holiday. Coupled with relatively small short-term changes in battery cell costs, ESS battery cell prices are likely to remain stable in the short term.
SMM New Energy Industry Research Department
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
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