[SMM Separator Weekly Review] Prices Remain Stable Overall, Market Enters a Gaming and Wait-and-See Period

Published: Jul 23, 2026 16:02

Save

[SMM Analysis] Separator Market Prices Remain Generally Stable

This week, the separator market remained stable overall. In terms of specific quotations, high-end wet-process separator products saw firm prices: 5μm (5μ+2μ) was quoted at 1.57-1.87 yuan/m², 7μm (7μ+2μ) mainstream quotations stood at 1.14-1.337 yuan/m², and 9μm (9μ+3μ) quotations were 1.135-1.29 yuan/m². Supply side, new capacity in July was mainly released through gradual line-by-line modifications, with a slow growth pace; top-tier players maintained full-capacity operations, while second- and third-tier enterprises kept their operating rates at medium to high levels. Demand side, downstream EV and energy storage production schedules stayed high, and battery cell enterprises mainly made just-in-time procurement, with limited stockpiling willingness. Currently, supply and demand are in a tight balance, but the momentum for further price increases is insufficient, and the tug-of-war between upstream and downstream is intensifying. Base film side, constrained by competitive pricing from second- and third-tier enterprises, price increases were limited; coated products, given tight supply-demand, saw relatively firm prices. In the short term, after the previous round of price adjustments took effect, the market entered a period of price digestion, and separator prices are expected to remain largely stable. Going forward, attention should be paid to price changes after the next round of order negotiations begins in September.

SMM New Energy Industry Research Department

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu Yanlin 021-20707875

Zhang Haohan 021-51666752

Wang Zihan 021-51666914

Wang Jie 021-51595902

Xu Yang 021-51666760

Chen Bolin 021-51666836

Yang Le 021-51595898

Li Yisha 021-51666730

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.

Images in this article contain AI-translated captions for reference only.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

Common.Time.minsAgo

3.707 million vehicles were traded in under the auto replacement program in the first half of 2026.

On July 22, data from the Ministry of Commerce showed that the consumer goods trade-in program drove related merchandise sales totaling RMB 1.1 trillion in the first half of 2026, benefiting 150 million consumers. Among the figures, 3.707 million vehicles were traded in under the auto replacement scheme; 63.266 million home appliances were exchanged; 79.098 million digital and smart products were newly purchased. Nineteen regions rolled out subsidy policies for locally defined product categories, stimulating sales of 992,000 relevant goods.

Common.Time.minsAgo

CAAM: The top ten MPV manufacturers by sales volume posted combined sales of 394,000 units from January to June.

According to statistics and analysis by the China Association of Automobile Manufacturers (CAAM), the top ten MPV manufacturers by sales volume achieved combined sales of 394,000 units from January to June 2026, accounting for 80.6% of total MPV sales. Among these ten enterprises, GAC Trumpchi, Great Wall Motors, Geely Auto and Dongfeng Motor registered sales growth of varying degrees year-on-year, while all other manufacturers recorded sales declines to different extents.

Common.Time.minsAgo

Artificial graphite cost support strengthens; natural graphite demand weakness persists [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Artificial Graphite Cost Support Gradually Strengthening, Natural Graphite Demand Weakness Hard to Change] July 23 — This week, artificial graphite market prices remained stable. In terms of supply, the integrated capacity of leading anode enterprises struggled to match the continuous growth in downstream orders.

Common.Time.minsAgo