Total production and price analysis of lithium battery separator

According to the research of Qidian in the first half of 2018, lithium-ion battery diaphragm output 760 million square meters, which increases by 18.8% from a year earlier. The wet diaphragm rose 16.4% year-on-year, while dry diaphragm year-on-year growth is 24.9%.

RGL association, the latest data released by the new energy automobile sales in June, 84000, 1-6 month accumulative total sales of 412000 units, up 111.6% from a year earlier, some small electric car instead of walking in the city or tools of production of electric cars and other vehicles also have corresponding increase.

Because of the small city of electric car instead of walking or tools electric cars for energy storage requirement is relatively low, do not need battery than the pursuit of high energy density, like this lithium iron phosphate batteries have the cost advantage, so the demand of the dry process diaphragm on the increase.

Public data show that in 2017 involving the layout dry diaphragm enterprises have the pearl of Cangzhou, surplus lai, HuiJiang and new energy, star and all the workers and so on.

In April this year have news: HuiJiang phase ii annual output of 150 million new energy materials dry diaphragm project has been put into production; Surplus lai is the third phase of dry process production line has been built, after the production capacity will be increased by 2500 square meters/year.

In addition, the diaphragm industry exists such a phenomenon: some dominated by wet method diaphragm enterprises is turning to coat the diaphragm, and occupy a certain market share.

Well, for example, Shanghai jie applied to independent research and development soft package battery oily PVDF coating membrane products (product features a coated ceramic, double-sided coated PVDF and backlog), the coating membrane products in 2018 will be large scale, market demand is bigger, and large battery manufacturers has asked the Shanghai jie proofing the product.

Also have progress in the field of coating membrane sinoma science and technology, and at the end of last year to accept investigation revealed that the company 240 million square meters of new production lines (including 2 single capacity of 4000 square meters production line, two single capacity of 6000 square meters of production line, at the same time supporting the construction of 4 ceramic coating production line, production capacity of 4000 square meters) construction more smoothly, the new production line testing samples have been sent to the mainstream customers, some customers have factory-examining.

At present, companies are still incoming coated membrane, such as star source material, Jiang Sheng new materials, tai pu han, sinoma science and technology, etc.

Among them, the star source material in June 15, non-public company stock plan, the total will not exceed 2 billion yuan, plans to raise funds to raise money in after deducting costs issue will be used to "super coating factory" project. After, will form lithium ion batteries dry diaphragm annual capacity of 400 million square meters, high-performance lithium-ion battery coated diaphragm annual processing capacity of 1 billion square meters.

Also it is because the coating of the diaphragm market share growing, in the first half of 2018 the wet method and dry method diaphragm on price slash, including wet diaphragm fell 39%, dry diaphragm fell 50%.

Days the wind securities research institute on global diaphragm demand and market space, and then estimated the results said --

Expects 2020 global 3.3 billion flat diaphragm demand, market space close to one hundred million yuan.

Although dry diaphragm mature technology and low price, but the wet coating thickness of diaphragm in diaphragm, electrolyte and invasive has obvious advantages, so wet + coating is the mainstream trend of the future dry diaphragm with wet diaphragm market share at 10% and 10% respectively.

According to the 1 GWH power battery corresponding to 020 million - 020 million dry diaphragm or wet diaphragm, is expected to 1.468 billion - 2018 global diaphragm demand, is expected to more than 3.3 billion - 2020.Assuming the diaphragm unit price average annual 10% - 10%, global diaphragm market space is still nearly hundred million in 2020.

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