What's the last barrier to the domestication of lithium batteries?

Soft pack battery core material urgently needs domestic replacement

Aluminum plastic film is the core material of soft battery, which plays a key role in battery lightweight. With the continuous increase of the penetration rate of soft battery in 3C consumer electronics and power batteries, the demand for the aluminum plastic film is growing at a high speed. However, due to the high technical barriers, most of the domestic products are still unable to meet the needs of the middle and high end. At present, the domestic aluminum plastic film market is basically occupied by Japanese manufacturers and it is urgent for domestic companies to break through.

Demand to enjoy the dividends of new energy vehicles, subsidies are expected to accelerate domestic substitution

Soft-pack batteries mainly include consumer electronics and power batteries. Among them, they have been widely promoted in the consumer electronics field. The penetration rate has approached 70 %, while the penetration rate in the power battery field is less than 15 %, and there is still more room for improvement. The high growth of new energy vehicle production and sales will lead to high demand for lithium batteries, and due to the energy density advantage of soft-pack batteries over cylindrical and square batteries, in line with the development requirements of power batteries, the future permeability is expected to continue to increase, aluminum plastic film will fully benefit from the new energy car industry dividends. In addition, domestic aluminum plastic film compared to imported products have the advantages of high-cost performance, close to customers, convenient after-sales service, and so on. With the gradual decline of domestic new energy car subsidies, it is expected to accelerate the import replacement in the future.

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