Experts on lithium battery diaphragm: prices will continue to fall

Domestic diaphragm industry capacity utilization rate is low, the application is mainly concentrated in the low-end field, power lithium electricity and other high-end areas should mainly rely on imports, dry diaphragm price down about 70% from three years ago, the gross profit rate has been reduced to about 25%, and wet diaphragm technology is not mature.

Based on the above status of the diaphragm industry, the author interviewed Chen haisheng, a well-known expert who has been engaged in the film industry for more than 10 years.

1. Influence of national standard of lithium battery diaphragm on the industry?

Mr. Chen: with the national standard of "polyolefin membrane for lithium ion battery", it is a good thing for the industry. We have a basis for communication, but the promotion of the industry itself may not be obvious.

(national standard has been drafted, ongoing data validation and standard revision, after the wisdom of news agency also reports to track the above standard, many people said the national standard of diaphragm industry impact is not big, does not become a diaphragm industry of "exit mechanism", the downstream batteries "reputation" enterprises pay more attention to the diaphragm.)

2. Price trend of the diaphragm industry in the future?

Mr. Chen: at present, the price of diaphragm made by dry process is very low. It is about 5 yuan per square meter. In the future, the price will continue to go down. The price of wet process diaphragm is 10-12 Yuan/square meter, and there are few enterprises with scale production in China. At present, the gross profit rate of this block of business can reach 50%.

(previously, great wisdom news agency interviewed Yu Puritanism, chairman of China battery network, who had a similar view. Among the four materials of lithium battery, diaphragm was ranked as the industry with the highest gross profit rate, and the initial gross profit was about 40%. However, with the continuous release of production capacity, the gross profit rate will drop rapidly. It is estimated that the gross profit of the diaphragm should be at a reasonable position of around 25% by 2014.

3. Production capacity of lithium battery diaphragm in China? Shipments and operating rates?

Chen: the current domestic scale enterprises rarely diaphragm sales in 200 million Yuan, 2013, Xinxiang, Ryan diaphragm sales in 300 million Yuan, mainly for the Jiangxi Yinchuan 18650 battery accessories, foster domestic several big relatively better, lithium-ion battery diaphragm enterprise day is still in expansion, 2012 domestic diaphragm enterprise actual shipments accounted for 6% of global market share of less than South Korea diaphragm companies; In 2013, the actual shipments accounted for about 10% of the world, and in 2014, it is hard to say at present; At present, domestic high-end lithium battery diaphragm strength is weak, localization rate is very low.

(according to statistics, in 2012, China's lithium battery membrane production capacity is 800 million square meters, the actual demand is about 200 million square meters, the import is about 150 million square meters, the domestic supply is about 50 million square meters, the domestic diaphragm, Xinxiang grain, star source material, fosu technology JinHui high-tech market share ranked first.)

4. What are the requirements for the production of high-end lithium battery diaphragm?

Mr. Chen: first of all, the capital problem is not a big problem for many domestic enterprises. Secondly, the production process, the need for technical accumulation, the need for a professional technical team; Third, the complete set of advanced production lines, need to learn from foreign production experience, the introduction of advanced production equipment from abroad; Finally, dedicated ingredients, domestic lithium battery diaphragm, especially in the high-end field has not been a breakthrough, domestic supporting raw material enterprises also failed to carry out in-depth research and development in the aspect of ingredients.

5. Comparison between dry process and wet process? When is the wet process expected to be mass produced in China?

Chen: wet process to produce the diaphragm thickness, porosity, pore shape, etc are relatively good, the technical threshold is relatively high, the current domestic diaphragm is given priority to with dry process, produced the diaphragm thickness above 16 microns, and now a lot of smart battery need 12 microns, apple's next generation of smart phones is put forward to use 9 microns, such as thickness, dry process is hard to do, of course, there are domestic enterprises have also been introduced wet process, mainly for the 16 microns thickness, also can do 12 microns, but quality is not stable. The main enterprises include star source material, JinHui hi-tech and Changzhou mingzhu, etc., which are subordinate to fosu technology. Generally speaking, they are still in the initial stage and are expected to move towards large-scale production in about five years.

(according to the public information, star source material adopts dry single-pull process, with the current production capacity of 50 million square meters, and has introduced a German wet process production line, with the production capacity of 30 million square meters; Jinhui high-tech adopts the wet process, with a production capacity of 12 million square meters in the first phase, 45 million square meters in the second phase, and 45 million square meters in the third phase. Xinxiang greening adopts dry double-pull process, with a production capacity of 80 million square meters. At present, it has introduced a wet process production line from South Korea, with a production capacity of 20 million square meters. Cangzhou MingZhu adopts the dry process, with the current production capacity of 40 million square meters, and plans to introduce a wet process production line, with the production capacity of 30 million square meters.

6. What is the progress of the lithium battery diaphragm project of Hunan Zhongli new material co., LTD.? Future plans?

Mr. Chen: we have entered the trial production stage of small batch and haven't sent samples to customers yet. The company currently has Tianjin lishen and other large customers, but has not to supply; At present, a production line of 25 million square meters has been completed, and another one will be built by the end of this year, and the production capacity will reach 50 million square meters. Two more production lines will be put into construction next year, and the total production capacity will reach 200 million square meters in the future. The main direction of the future is high-end digital products (such as Samsung, apple, etc.) with lithium battery diaphragm, as well as power battery diaphragm; In order to expand the future financing channels of lithium new materials company, the plan is listed on the new third board.

(at present, China's capital market system mainly includes main board, the small and medium-sized panels, the gem and the otc market, otc market and can be divided into three levels, respectively is the new three board, regional equity market and counter market brokers and self-governance, and the "new three board" market means of ZhongGuancun science park non-listed shares co., LTD. Into the agent system for transfer of the pilot, a private co., LTD. Is a national equity trading platform, mainly for small and medium-sized enterprises (smes).)

7. What is your opinion on the establishment of technological innovation alliance of lithium battery material industry in Jiangsu?

Mr. Chen: this is a good thing. It is led by the official organizations, which is conducive to the frequent exchanges within the industry and the good combination of the government, industry and education.

The page contains the contents of the machine translation.