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SMM February 6 News:
This week, ESS battery cell prices remained stable. Cost side, due to the decline in prices of key materials such as LFP cathode materials and aluminum, the cost of ESS battery cells slightly decreased compared to pre-holiday levels. According to SMM calculations, the theoretical cost of a 280Ah battery cell today is 0.296 yuan/Wh, and for a 314Ah battery cell, it is 0.281 yuan/Wh. Market side, although battery cell enterprises are gradually resuming production, domestic ESS battery cell demand entered the traditional off-season in Q1, with a slight pullback in production and sales. Currently, ESS battery cell inventory remains at a low level, and with relatively small cost fluctuations, battery cell prices temporarily remain stable. Looking ahead, in the short term, battery cell costs are not expected to change significantly, and ESS battery cell prices are likely to continue to remain stable.
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
