Inventory of China's Lithium-hygroscopic diaphragm production TOP10 enterprises in the first half of 2018

In the first half of 2018, the total output of the diaphragm was 760 million square meters, an increase of 18.75 % year-on-year. Among them, the production of the wet diaphragm is 410 million square meters, accounting for 53.9 %. In recent years, due to the application of new energy vehicles, the demand for wet diaphragm has continued to rise. At present, most of the diaphragm used in domestic new energy car lithium batteries use a wet diaphragm. New energy vehicles are in an explosive growth phase under the support of national policies, driving the substantial growth of power batteries. In the next few years, power batteries are pulling wet diaphragm production. The main engine that has risen significantly.

Driven by the new energy vehicle policy, the output of wet diaphragms continues to grow. Among the domestic enterprises, the top three enterprises Shanghai Enjie, Suzhou Jieli, and long garden Lithium are the main wet diaphragm manufacturers, accounting for 54.6% of the total wet diaphragm, in the first echelon. The second echelon of Cangzhou Pearl, Xingyuan Material, and Hebei Jinli Co., Ltd. gradually released their production capacity, and their share grew rapidly.

After careful investigation, the author selected the first half of 2018 lithium-ion battery wet diaphragm TOP10 enterprises, in order to help investment institutions to select the target, enterprises to find long-term partners, individual choice work platform.

Selection method: According to the selection object 2018 First-half lithium battery wet method diaphragm output ranking

Remarks: Some companies do not want to disclose relevant data or do not want to enter the ranking, this ranking does not include it.

Business introduction

1, Shanghai Enjie New Materials Technology Co., Ltd.

Shanghai Enjie New Materials Technology Co., Ltd. With a total investment of 5 billion yuan, Enjie New Materials Project has been contracted to settle in Wuxi. The project plans to build 16 fully automatic import film production lines, 40 coating production lines, and 5 aluminum plastic film import production lines. And plan to set up a high-end film product R&D center.

At present, Shanghai Enjie has 6 production lines. The latest production line speed is more than 60 m/min. The maximum number of films available is 120 million square meters per year. At the same time, it has 3 production bases in Shanghai, Dongguan, and Zhuhai, totaling 320 million M2. Production capacity. The company has established a stable cooperative relationship with well-known battery manufacturers LG, BYD, Guoxuan Gaoke, etc., and formed a batch supply. At the same time, it is the only certification supplier of Samsung SDI in China.

2, long garden lithium

Established in January 2012, Lithium New Materials in the long garden is a high-tech enterprise dedicated to the development, production, and sales of new energy vehicle lithium-ion battery wet diaphragm materials. In August 2017, it officially joined long garden Group, an outstanding domestic listed company, and became a holding subsidiary of long garden Group.

At present, the registered capital of the company is 26.335 million yuan. There are three production bases in Changde, Changsha Ningxiang and Hohhot, Inner Mongolia. All production equipment is imported from Japan and the equipment is highly automated. It is planned to complete the construction of 20 wet diaphragm production lines by 2018 and 30 wet diaphragm production lines in 2019. The annual production capacity is about 1.5 billion square meters.

At present, 10 wet diaphragm production lines have been put into operation. The scale of production capacity is at the leading level in the domestic industry. The production process technology has been recognized as an international advanced level by the Ministry of Industry and Information Technology, filling the gaps in this field in China. The company's main customers include Ningde era, BYD, Woterma, ATL and so on.

3, Suzhou Jieli

Suzhou Jieli was established in 2009 and focuses on the production of the wet diaphragm. At present, there are 4 wet diaphragm production lines, which are expected to reach 6 at the end of the year, and the overall production capacity will reach 220 million square meters. Victory Precision will continue to expand its production capacity after its acquisition. Its main customers include LG, SDI, ATL, and BYD.

4, Cangzhou Pearl

In 2009, the mass production diaphragm successfully entered the BYD supply system in 2013, and the industry broke into the fast track of development. At present, it has 50 million square meters of dry method lines and 25 million square meters of wet method lines, and 60 million square meters of wet method lines are under construction(put into operation in early 2017). In addition, it plans to raise additional funds to build a new 105 million square meters of wet method production capacity(put into operation in early 2018, and cooperate with AVIC Lithium power). At present, the main customers include BYD, China Airlines Lithium, and Suzhou Xingheng.

5, star material

The earliest companies in China that have a dry diaphragm and wet diaphragm at the same time have 50 million square meters of dry diaphragm production capacity, 30 million square meters of wet diaphragm production capacity, and 80 million square meters of construction capacity of joint venture factories with Guoxuan. The main customers include South Korea LG Chemical, BYD, Tianjin Lishen, China Airlines Lithium, Wanxiang Group, Nandu Battery, Youteli Battery, and other companies.

6, Hebei Jinli New Energy Technology Co., Ltd.

Hebei Jinli has more than 700 employees, including 150 R&D and engineering technicians, covering an area of 350 acres. Jinli shares have a total production capacity of 40 million square meters on the No. 1 and No. 2 production lines, and another 7 production lines are under planning with a total investment of 2.2 billion yuan. After the production line No. 4-6 is put into operation, the company's total production capacity will reach 500 million square meters. square meters. After full production, production capacity will reach 1 billion square meters of lithium battery diaphragm. The main customers are Zhuhai Yinlong, Micro-macro Power, Shanghai Aerospace Power Technology, and World Leopard New Energy.

7, Chongqing Niu Mi

As a subsidiary of the listed company Yun Tianhua, New Rice Technology currently has 2 wet diaphragm production capacity of 25 million square meters per year, and 2 dry diaphragm production capacity of 15 million square meters per year, capable of producing 5-32 micron specifications. diaphragm. Its main customers include LG Chemical, Woterma, Tianjin Lishen, Zhenhua Technology, and Haguangyu.

8, Tianjin Dongyi

The company began to develop wet diaphragm in 2004, is one of the first domestic manufacturers to introduce double-sided ceramic coating diaphragm. At present, it has a production capacity of 25 million square meters and an ongoing production capacity of 200 million square meters. The main customers include Tianjin Lishen, Far East Foster, Deron, and BYD.

9, Jinhui Gaoke

Jinhui gaoke was established in 2006 by a joint venture between BYD and Buddha Plastics, but in 2011 BYD transferred its shares and is currently an equity company of Buddha Plastics. Jinhui gaoke has a wet diaphragm production capacity of 102 million square meters. The main customers include BYD, Bick and other battery companies, mainly 3C consumer electronic batteries.

10, China Materials Technology

China Materials Lithium Membrane Co., Ltd. is a company specializing in the research and development, production, sales and technical services of high-performance lithium battery diaphragm materials established by China Materials Technology Co., Ltd. in March 2016, with Tengzhou, Shandong as its operating headquarters and main production base. The first phase of the project will build 200 million square meters of lithium battery diaphragm production line, and currently has 27.2 million square meters per year of basement membrane production capacity in Nanjing. The main customers include CATL, BYD, and other battery companies.

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