How is China aluminum film market of lithium battery 2017?

How is China aluminum film market of lithium battery 2017?

In 2016, demand for aluminum-plastic film for lithium batteries in China (excluding foreign-owned enterprises in China, except for ATL) was 95 million square meters, up 44% year-on-year; market size was 2.95 billion yuan, up 39.1% year-on-year.

In 2016, the ratio of the output value of digital batteries to total digital output increased from 56% in 2015 to 68%; the power soft pack battery began gradually increase in volume. It expected that the output value of soft pack power batteries would increase by more than 30% in 2017.

For digital aluminum-plastic film, some domestic enterprises can produce, so the penetration rate of soft-package batteries in the field of digital lithium batteries is high. In the field of power batteries, the subsidies for new energy vehicles in 2017 have fallen sharply, and the terminal has reduced the cost pressure. It will further transmitted to manufacturers such as power batteries, and the pressure on the battery link will increase.

Compared with the price of soft pack, square and cylindrical lithium batteries, the current price of soft pack batteries is high, so the penetration rate of soft pack batteries in power lithium batteries in 2016 is only about 9%.

In the end, the market generally predicts that the price of soft pack batteries will fall, which will lead to an increase in penetration rate. There are two main points:

1) As the lead drives the market penetration of soft-packed lithium batteries, enterprises have begun to participate in the development of soft-packed batteries, such as Wanxiang A123, polyfluoride, and Yowie lithium.

2) In raw material market of power battery, diaphragm has gradually replace import ones. It expected that aluminum plastic film will be gradually replaced imported film in the past two years, and localized aluminum plastic film will have more price advantage.

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