Less than 10% localization of aluminum plastic film

Vehicle power batteries are mainly divided into three types: cylindrical, square and soft pack according to the package forms, and their performances are different. Under the current trend of high energy density, the light weight and high energy package form will have great potential.

In terms of weight, the soft battery of the same capacity is 40% lighter than the steel case battery and 20% lighter than the aluminum case battery;

In terms of specific energy, the capacity of the ternary soft pack battery of the same size is 10~15% higher than that of the steel shell battery, and 5~10% higher than that of the aluminum shell battery;

In terms of service life, since the soft pack battery has small internal resistance and low self-consumption, its service life is longer and it is more in line with the requirements of the vehicle lithium battery;

In addition, in terms of security, the soft pack battery is also superior.

LG leads the global soft pack battery, the domestic power soft pack battery at the beginning

Internationally, LG and AESC are the most representative power soft pack battery manufacturers, including Chevrolet, Nissan, Ford and Volvo, all using LG's soft pack batteries.

Domestic power soft pack batteries have also begun to increase in volume.

In August 2017, Guoneng Battery and Mustang Motor signed a strategic cooperation agreement, and the two sides will cooperate in the field of battery supply and product development in the future;

In September, Funeng Technology officially signed a strategic cooperation agreement with BAIC Group and Beijing Shunyi District Government. The three will jointly build a new energy vehicle power battery R&D and manufacturing base in Shunyi District to form an annual output of 8GWh battery and battery pack capability, Funeng Technology will become one of the main power battery suppliers of BAIC Group.

According to statistics, the output of domestic cylindrical, soft-pack and square lithium batteries in 2016 was 13.92GWh, 22.99GWH and 26.64GWh, respectively, accounting for 21.9%, 36.2% and 41.9% respectively. The output of soft-pack battery is close to that of square battery, ranking the second.

However, according to China Industrial Development Research Network, about 75% of soft-package batteries are currently used in the consumer electronics field, mainly 3C (computer, mobile phone, camera) digital products. According to this ratio, there are still very few For the energy storage field, the domestic soft pack battery used in power batteries in 2016 is only about 5.5Gwh, which is less than 20% of total power battery shipments.

The localization rate of key materials is low, and the localization of attacking aluminum plastic film

The four key materials of the soft pack battery (positive electrode material, anode material, separator and electrolyte) are not much different from the square battery and the cylindrical battery. The special feature is that the aluminum plastic film is a flexible packaging material, which is different from the square battery and steel/aluminum hard shell for cylindrical batteries.

It is understood that the smaller the battery volume, the larger the amount of aluminum plastic film per unit battery capacity, the amount of aluminum plastic film for power battery is about 1.5 million square meters /GWH, the amount of aluminum plastic film for 3C battery is about 5.5 million square meters /GWH.

According to the domestic soft pack power battery and 3C battery demand from 2017 to 2020, the total demand for domestic soft pack battery aluminum plastic film is about 125 million square meters in 2017, and is expected to reach 239 million square meters by 2020, due to 3C battery unit. The battery capacity of aluminum plastic film is significantly higher than that of power batteries, so 3C battery demand is in a more dominant position.

In terms of the supply of aluminum-plastic film, the global aluminum-plastic film market is basically monopolized by Japanese and Korean companies. According to China Industrial Information Network, four companies in Japan and South Korea (Daily Printing, Showa Denko, Letterpress Printing, and Li Cun Chemical) are The overall market share of the aluminum plastic film market is about 95%, and other companies only share 5% of the market share.

Due to the light weight, good cycle performance and outstanding safety performance of the soft pack battery, the market, especially the power soft pack battery market, has been opened in China, and the localization rate of its core aluminum plastic film is still difficult to break 10%, the domestic soft pack battery is still subject to the monopoly of foreign aluminum plastic film at the cost end, and the localization process needs to be accelerated.

A number of domestic enterprises have launched the aluminum-plastic film industry. In addition, some companies have cut into the aluminum-plastic film market through mergers and acquisitions. At present, the domestically recognized capacity is about 80 million square meters per year, but most of them have very low capacity utilization rates.

The page contains the contents of the machine translation.