2018 lithium battery separator industry competition characteristics, wet diaphragm production accounted for year by year

Lithium battery separators are generally classified into a dry process and a wet process according to the process. Thus, the separator products are also classified into a dry membrane and a wet membrane.

Judging from the progress of process technology, at present, China's lithium-ion battery separator has made a major breakthrough in the dry process, with world-class manufacturing level, and the wet diaphragm process technology has also been continuously improved. In recent years, the production capacity has increased steadily. With the continuous development of wet process technology, the competition pattern of lithium battery separator industry in China has also undergone some changes.

Overall, China's lithium battery separator industry competition has the following characteristics:

Feature 1: The proportion of wet diaphragm production increases year by year

As far as the process itself is concerned, the dry diaphragm and the wet diaphragm have their own advantages and disadvantages. The dry diaphragm has great advantages in production process, cost, environmental protection economy, etc. The wet diaphragm has low short circuit rate, porosity and gas permeability. The controllable range is large.

Judging from the current market application, from the choice of global lithium battery companies, dry diaphragm and wet diaphragm coexist.

However, in recent years, with the increase in the proportion of ternary lithium batteries, the proportion of wet diaphragm production has also steadily increased. The latest data show that in 2017, domestic wet diaphragm production reached 806 million square meters, accounting for 56%, and the share exceeded the dry diaphragm.

In view of the respective characteristics of the dry diaphragm and the wet diaphragm, the future demand for the wet diaphragm will gradually expand, but it will not completely replace the dry diaphragm in a short time.

Feature 2: High concentration of shipments

According to the shipment volume, in general, the concentration of dry diaphragm and wet diaphragm in China is higher in 2017, especially the wet diaphragm. The top three companies accounted for 71% of the shipments, and the top five accounted for 87%; the top three companies in the dry diaphragm accounted for 42%, and the top five accounted for 55%.

Feature 3: The production area is obvious

From the perspective of the current regional distribution of China's lithium battery separator materials, the overall concentration is relatively high, mainly concentrated in East China and Central China, the proportion of production capacity reached 48%, 27%; South China's production capacity also accounted for 10%, other regions All are below 10%.

Feature 4: Enterprise capacity expansion accelerates and future competition intensifies

According to the data, as of the end of 2017, the capacity of lithium battery separators that have been confirmed to be put into production in China is about 2.9 billion square meters. According to the current production capacity, the enterprises with large production capacity mainly include Hunan Zhongli, Shanghai Enjie, Xingyuan Materials, Zhongxing New Materials, Tianjin Donggao, Suzhou Jieli, Henan Yiteng, etc., with a production capacity of 200 million square meters. Above, the total production capacity is 1.928 billion square meters, accounting for more than 67%.

In the future, the domestic lithium battery separator enterprise plans to build more than 6.2 billion square meters of new capacity. Together with the existing production capacity, China's lithium battery separator capacity will exceed 9 billion square meters. From the perspective of enterprises, the production capacity advantages of Beixing New Materials and Shanghai Enjie will be further expanded. However, as market participants increase, competition in the industry will further intensify in the future.

The page contains the contents of the machine translation.