Is lithium battery high-end diaphragm industry market potential?

The lithium battery diaphragm is decided battery important material performance, safety, and cost. Lithium ion batteries main raw materials, in addition to the positive anode materials and electrolyte solution, part of the diaphragm is also very important. The diaphragm of the main function is to make the anode separated, the batteries are to prevent short-circuit is the cathode contact. In four lithium ion battery materials, the cost of the diaphragm of second only to the anode material, about 10% to 15%, in some high-end battery diaphragm of higher cost.

From the perspective of the performance index requirements of diaphragm, its thickness, porosity, tensile strength, puncture strength as well as the basic parameters such as fluid absorption will affect the performance of the battery, so the diaphragm has become a lithium battery four material contains the highest technical barriers. With the continuous improvement of the electric car for battery quality requirement, as well as the new energy automobile sales volume, lithium battery diaphragm industries will have huge market potential.

The explosive growth of new energy automobile market in China makes power battery industry into a new and rapid development, production capacity, delivery speed will drive the lithium battery diaphragm key materials such as an increase in demand. Planning in our country in 2020 to implement the new energy automobile production capacity 2 million units and 5 million stock.

Subject to market demand growth and attract industry high gross profit margin, domestic production capacity lithium battery diaphragm expanded dramatically in recent years. However, compared with the famous giant abroad, lithium-ion battery diaphragm production enterprises in China in the product research and development, production process control, product consistency, production equipment manufacturing and brand awareness, etc., there is a big gap. Currently, the main domestic diaphragm faces the low-end market, capacity expansion to low-end products. On the contrary, in the high-end market diaphragm, industry supply stable, competitive pressure is small, profit ability have certain security. Go high-end will become the future development direction of lithium battery diaphragm industry in China, with high-end products production capacity is expected to take the lead in the enterprise benefit.

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