Last week, power battery cell prices slightly declined. According to SMM data, the price of 100Ah prismatic LFP battery cells was 0.365 yuan/Wh, while the price of 6-series prismatic ternary battery cells was 0.515 yuan/Wh. As the year-end approaches, driven by automakers' push for annual targets and supportive policies, NEV sales in December are expected to maintain a high growth rate. Transmitted to the battery cell segment, production schedules for December remain stable across manufacturers. However, due to the impact of the Chinese New Year holiday and the off-season at the beginning of next year, a certain reduction in production is expected in January.
Looking ahead, power battery cell prices are expected to fluctuate downward, while power battery PACK prices are anticipated to remain stable.
