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This week, power battery cell prices stabilized, with 100Ah prismatic LFP battery cell prices at 0.343 yuan/Wh and 6-series prismatic ternary battery cell prices at 0.493 yuan/Wh. This week, battery cell production schedules increased slightly, with total power battery cell production in March expected to reach 127GWh, up 14% MoM. Among them, LFP power batteries performed strongly, accounting for approximately 76%, up 17% MoM. Ternary batteries showed moderate growth, up only 7% MoM. In the first week of March, passenger NEV sales based on traffic compulsory insurance reached 132,000 units, up 22% MoM, with a penetration rate exceeding 38%. From the perspective of price band structure, the share of car models priced at 200,000-300,000 yuan increased to 42%, becoming the core driver of market growth. On the raw material side, the current supply-demand imbalance in the lithium chemicals market has kept cost-side pressure on battery cells manageable, but the price negotiation between cathode manufacturers and battery cell manufacturers continues, with lithium chemicals discount rate discussions yet to be finalized.
SMM New Energy Research Team
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
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
Lianting Yang 021-51595835
