[SMM analysis] Photovoltaic film import and export in January and February

According to the latest data released by the customs statistical data inquiry platform, from January to February 2024, China's export market for battery separators made of ethylene polymers showed a relatively significant fluctuation trend. During this period, many key indicators such as export quantity, total export volume and unit cost have undergone significant changes, reflecting the dynamic adjustment of market supply and demand.

In January 2024, China's export volume of battery separators made of ethylene polymers was 4580.01 tons, with a total amount of 189,499,854 yuan and a unit cost of 61,169.38 yuan. Compared with the previous month, the export volume increased by 8% month-on-month, showing a certain increase in market demand; however, the unit export cost decreased by 21% month-on-month. Compared with the same period last year, the export volume fell by 21% year-on-year, showing the volatility and uncertainty of market demand; while the unit export cost increased by 8% year-on-year, which may be affected by various factors such as raw material costs and exchange rate fluctuations. .

In February, the export market for battery separators made of ethylene polymers fluctuated more significantly. In that month, export volume plummeted to 2,478.83 tons, a month-on-month decrease of 46%, showing a sharp decline in market demand. At the same time, although the total amount was the same as in January, the unit cost soared to 76,447.24 yuan, a month-on-month increase of 25%. This shows that cost control has become particularly critical when export volumes are significantly reduced. The export volume fell by 53% year-on-year, and the unit export cost increased by 40% year-on-year.

Month-on-month and year-on-year changes in export volume reflect the volatility and instability of market demand, while fluctuations in unit export costs may be affected by a variety of factors, including raw material prices, production costs, market competition, and the international trade environment.