23 Years' Battery Customization

Lithium battery market prospects: the diaphragm industry may usher a big shuffle.

Sep 27, 2019   Pageview:1022

"At present our country is the world's largest lithium ion batteries manufacturing base, production has more than 30% of the world. But the overall is still in the industrial chain of low-end and high-end and power energy storage battery larger gap, the bottleneck restricting the development of electric vehicles in China."Vice chairman of China light industry federation, China plastics processing industry association, said director Qian Guijing lithium-ion batteries used in safety, life, life, cost, need to continue to improve and improve the use convenience, etc.

"At present our country is already the world's largest lithium ion battery manufacturing base, production has more than 30% of the world.But the overall is still in the industrial chain of low-end, high-end power and energy storage battery gap is bigger, is a bottleneck restricting the development of electric vehicles in our country."Vice chairman of China light industry federation, China plastics processing industry association, said director Qian Guijing lithium-ion batteries used in safety, life, life, cost, need to continue to improve and improve the use convenience, etc.

Wide prospect of market

China plastic, chairman of the association the two-way stretch polypropylene film branch Wu Yaogen introduces the lithium battery and one of the key components of the diaphragm market situation., he said, as the mobile equipment, electric tools, energy storage, such as the high-speed development of the global demand for lithium-ion batteries grow rapidly, and lead to the development of the lithium ion industry scale.

In terms of market demand, data forecast, the next five years, lithium ion battery market demand will continue to close to 50% of the average annual compound growth rate of high-speed growth, to total global demand will exceed 385 million kWh, 2018 is 2013 more than 7 times, beyond the dosage of lead-acid battery to become the largest secondary battery products.

In terms of industry scale, statistics show that in 2005-2013, the global lithium battery market size from $5.6 billion to $14.1 billion, a compound annual growth rate of 12.1%, the size of the market in 2022 is expected to $42.2 billion, over the next decade compound annual growth rate is expected to be 12.9%.

Driven by state policies and the downstream industry, China's 2011-2014 the annual increase of market demand is larger, the lithium-ion batteries in 2012 44.79%, 2013 67.26%, 2011-2013 average annual compound growth rate as high as 55.62%, 2014 estimates that more than 60%.And in the global market demand, China's market share is rising fast, in 2011 and 2012, between 17% and 18%, and quickly rose to 21.5% in 2013 (25%), is expected to rise in 2014 accounted for.

Market demand for the rapid growth of the domestic lithium battery production continues to increase, industry scale expands unceasingly., according to data from the production side, China's lithium battery production up to 5.28 billion in 2014, rose 10.9% year-on-year.In 2010-2014 China's lithium battery production continues to surge, growth rates are higher than 10%.

Due to the lithium battery diaphragm belong to the state encourages the development of supporting material, conform to the state of the current priority to the development of high technology industrialization key field guide, at the same time belongs to "national medium and long-term science and technology development plan outline (2006-2020)" in the column: efficient energy efficient secondary battery materials in materials technology and key technology in the project.Our country introduced "the state council on accelerating the development of cultivation and the decision of the strategic emerging industries" to determine the seven strategic emerging industries, new energy, new materials, new energy vehicles "and other three are related to lithium ion batteries.New energy automobile industry is the focus of the pure electric cars and plug-in hybrids, lithium ion battery is one of the key elements to success.In both energy storage batteryPower battery, its basic material, therefore, the development of lithium ion battery materials to promote the development of strategic emerging industry in China is of great significance.In addition, to promote the use of new energy vehicles, the dense national policy.The future, the policy environment will more hasten is good.

As the new energy vehicle sales to further improve, the industry is expected, in 2016 before or will come into a period of tight supply of lithium-ion batteries.In the next few years, lithium battery production enterprises will get sustained high growth stage performance.

As China's electric car sales growth,Lithium ion power batteryMarkets are starting to enter the golden period.By 2017, the lithium ion battery industry will soared 400%.

As smartphones, tablets, mobile power supply and the rapid growth of domestic 3 c lithium battery market demand continues to grow.Due to domestic enterprises such as smart phones, mobile power supply by the rapid development of industry, therefore, the market supply of domestic enterprises in the next few years will remain roughly 27.01% of the average annual compound growth rate, development speed is higher than the world.

At the same time, the strict environmental requirements has lithium electricity development new opportunities.Industry experts said, the future prospects of new energy industry represented by lithium electricity will be very light, pollution-free lithium ion battery will usher in a new development opportunity.

Diaphragm industry will have big reshuffle

In the structure of the lithium battery, battery diaphragm is one of the lining of the key components, also is a kind of high value-added material technical barriers to the highest, about 20% to 30% of the cost of lithium-ion batteries.Diaphragm is good or bad determines the interface structure of the battery, internal resistance, etc., a direct impact on battery capacity, cycle and safety features such as performance, excellent performance of diaphragm play an important role to improve the comprehensive performance of the battery.

As the world's largest lithium battery production base and the second largest lithium ion battery producer and exporter, China's growing demand for the diaphragm.In 2013, the Chinese domestic market capacity of the diaphragm is 538 million square meters, up 40.40% from a year earlier.Domestic production of diaphragm is about 2013 to about 50% of domestic market capacity of the diaphragm, but keep a 54.31% year-on-year growth.

Diaphragm market capacity at present, according to incomplete statistics, at present it has more than 50 domestic enterprises has been built, under construction or planned to invest on lithium battery diaphragm project, one of the real production has more than 10, the planning of the production capacity of 840 million square meters.Considering the under construction or other preparation and unpublished projects, if all projects are put into production in 2015, total output to 2.3 billion square meters, far above the global demand for lithium battery diaphragm.

Of the rapid expansion of the production capacity at the same time, also make the diaphragm prices all the way down: wet diaphragm average price in 2013 in 6.2 yuan/square meters, now is about 4.5 yuan/square meters;Dry diaphragm prices down 70%, compared with three years ago, the cumulative gross margin fell to about 25%.

In addition to price decline, because the reason such as diaphragm industry excess capacity, triangular debts, "collect" difficult problem has been bothering the vast majority of the diaphragm.Although power battery enterprise's account receivable is relatively easy to accept, but can enter the diaphragm of power battery supply chain enterprises are still small.

In the next few years is expected to domestic diaphragm industry price competition will be increasingly fierce, in industry reshuffle, lack of brand, short term capital and technology, this will be eliminated, especially small and medium-sized enterprise situation is not optimistic.Market will present the constant is strong, the weak out of the strong trend.

Due to technical barriers, the diaphragm has a high domestic diaphragm with imported diaphragm there is a large gap in performance, lead to need to import most of its domestic market diaphragm, especially high-end diaphragm basically rely on imports.Have information, high-end imports 90% of membrane, membrane import rate more than 70%.

At present, the domestic market of the diaphragm to present domestic and abroad, manufacturers co-exist and polarization pattern of market competition, low market concentration is low, disorderly competition, mainly dominated by local companies;High technical threshold, high product quality requirements in the high-end market is occupied by foreign manufacturers and domestic a few leading enterprises.

Vigorously implement the strategy of high-end

Vice chairman of China light industry federation, China plastics processing industry association director Qian Guijing said, to ensure that the diaphragm industry, sustainable and healthy development of the industry high-speed development should be grasped the favorable opportunity, constantly enhance the level of membrane technology, to meet the high performance power battery and the demand of large capacity storage battery.

Therefore, Qian Guijing required the industry to do a good job - several

A, vigorously implement the strategy of high-end, efforts to narrow the gap with foreign high-end film.To adhere to the "guide", has been clear gap to catch up, vigorously promote product upgrading, accelerate the diaphragm from low-end to high-end in the global industrial chain.To stem from the source head low level repeated construction, to improve and upgrade the existing production technology and equipment, dissolve excess capacity.Should be guided by innovation and import substitution, vigorously develop new products, adhere to the differentiation development, promote structural adjustment, and gradually form a reasonable proportion of high, medium and low-end products product structure.

2, should be about development of new energy vehicles and lithium ion battery, really address downstream battery manufacturers claim to the diaphragm, efforts to do technical research, solve various high performance battery industry in urgent need of the diaphragm, want to in such aspects as new type of composite film, ceramic coating film achieved new breakthroughs, to actively explore new membrane materials, at the same time pay attention to the development of fuel cells and other new type power supply needed for the diaphragm.

Third, vigorously promote innovation driven development.Current 4.0 "industry" and the United States to Germany "Internet industry" as a representative of a new round of technological revolution and industrial revolution is the global rise.Intelligent manufacturing, network manufacturing, digital manufacturing are profoundly change production manufacturing and service.On the basis of the integration of the industrialization and informatization in our country, introduced the "made in China" (2025), li keqiang, prime minister in the government work report "Internet +" strategy is put forward.Diaphragm industry should seize this rare opportunity of development as actively, in order to drive the industry innovation and industry upgrading.Vertical innovation to strengthen industrial chain.Strive to diaphragm is special material localization breakthrough;Strive to diaphragm argues that the breakthrough of special production equipment;Strive to have independent intellectual property rights of new techniques, new materials, new technology breakthrough.To speed up to the diaphragm industry the world's second phalanx goal of the sprint.

The page contains the contents of the machine translation.

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