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SMM, February 20:
This week, ESS battery cell prices remained stable. Although the prices of key materials such as copper, aluminum, and anode materials increased, leading to a short-term rise in ESS battery cell costs, the increase was relatively small. According to SMM calculations, as of last Friday, the theoretical cost of 280Ah battery cells was 0.297 yuan/Wh, and 314Ah battery cells was 0.282 yuan/Wh.
In the market, the recent introduction of the "cancellation of mandatory new energy allocation" policy has not significantly impacted ESS battery cell orders, as most recent orders have already been finalized. Top-tier enterprises have maintained high production levels, ensuring market supply proceeds as expected. Despite the rise in material costs, the relatively small increase makes it difficult to pass on to selling prices. ESS battery cell prices are expected 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
