-The shipment volume of lithium-ion battery separators has rebounded, and key lithium battery technologies need to be improved

The shipment volume of lithium-ion battery separators has rebounded, and key lithium battery technologies need to be improved
author:enerbyte source:本站 click137 Release date: 2024-01-11 09:26:33
abstract:
The shipment volume of lithium-ion battery separators has rebounded, and key lithium battery technologies need to be improved. With the rapid development of new energy vehicles, the demand for power lithium batteries is exploding year by year, and the demand for separators will steadily increa...

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The shipment volume of lithium-ion battery separators has rebounded, and key lithium battery technologies need to be improved. With the rapid development of new energy vehicles, the demand for power lithium batteries is exploding year by year, and the demand for separators will steadily increase. Especially in the domestic market, the demand for wet separators that match high-energy density lithium batteries will be even stronger. Lithium ion separators, as an important component of lithium-ion batteries, account for 5-10% of the total cost of lithium-ion materials. The shipment volume of lithium-ion battery separators has rebounded, and key lithium battery technologies need to be improved.

The shipment volume of lithium-ion battery separators has rebounded

From 2017 to 2018, significant progress has been made in domestic diaphragm production, cost reduction, and technological improvement. In terms of quantity, in 2018, China's lithium battery separator continued to hold the first place in the global market share; From the perspective of customer structure, domestic diaphragms continue to replace imported diaphragms in the Chinese market, reducing the proportion of imported diaphragms in the domestic market. In addition, domestic diaphragms have achieved large-scale exports, and the export volume continues to rise, reflecting the technological progress of domestic diaphragms.

In terms of market competition, in the early days when the important application field of lithium-ion batteries was still 3C products, 3C products were mainly supplied by overseas manufacturers and there were constraints on the supply chain. Domestic lithium battery separators had long been dominated by imported products. In 2009, China began to vigorously develop the new energy vehicle market. The demand for lithium-ion separators, especially for power lithium-ion separators, rapidly increased in a short period of time, and due to domestic subsidy policies, overseas battery manufacturers were unable to enter the supply chain of domestic car companies.

According to statistical data, in 2014, the domestic shipment volume of lithium-ion battery separators in China was only 450 million square meters, and by 2018 it had reached 2 billion square meters, a year-on-year increase of 39.37%, corresponding to the installed capacity of lithium-ion batteries approaching 100 GWh.

The relevant departments have analyzed the listed companies in the diaphragm industry, and statistical data shows that the gross profit of some diaphragm companies still maintains a high level, but compared to previous years, there has been a decline to varying degrees. Especially with the further decline in the average price of membranes and the further increase in industry concentration, tail companies in the industry are beginning to incur losses. The era of high gross profit margins in the diaphragm industry has become history, and in the future, it is necessary to reduce costs and improve profit margins through economies of scale. The diaphragm industry must rely on scale to win, and with the integration of leading companies in the industry, the opportunities for tail companies will become smaller and smaller.

Key technologies of lithium batteries need to be improved

The quality and level of the separator directly affect the quality of the battery, which is a key technology that the separator industry urgently needs to solve. At present, there is excess production in the diaphragm market. By the end of 2015, the total production of domestically produced diaphragms had reached an effective output of 1.5 billion square meters. The production in 2015 was 700 million square meters, and the domestic market demand in 2015 was about 900 million square meters.

It is expected that by the end of 2016, the total production of separators in China may exceed 2.3 billion square meters, far exceeding the global demand for battery separators. However, the high-end lithium-ion battery separator industry is still in short supply, and the quality gap between high-end separator products and foreign products is narrowing. However, the gap is still relatively large, and import dependence is severe. According to data, 70% of high-end membranes rely on imports, and the import rate of separators exceeds 40%.

In recent years, the product quality and consistency level of lithium battery materials companies in China have rapidly improved, and domestic companies are gradually seizing the market share of imported products. Moreover, with the decline in upstream raw material prices, the cost of lithium-ion batteries has also decreased relatively quickly. In recent years, Japanese and Korean lithium battery companies have gradually increased their efforts to purchase lithium battery materials from China.

However, domestic lithium battery material companies still lag behind in the overall level of high-tech cathode and diaphragm materials, and it is difficult to enter important supply chains in the short term. Although domestic companies have a high global market share in the negative electrode and electrolyte fields, these are universal products that are less sensitive to power lithium batteries and will face significant production and price pressures in the future.

China has become a major producer of lithium-ion batteries, second only to Japan, with huge potential for market growth. Lithium ion batteries have been widely used in various industries such as automobiles and mobile phones. However, China's lithium-ion batteries are not yet mature in terms of safety and lifespan, and there are still some problems. The industry should pay more attention to safety issues, prioritize safety, adopt international advanced production and monitoring standards, and win foreign markets with excellent products. At present, lithium-ion batteries urgently need to be improved and improved in terms of safety, battery life, cost, and convenience of use.

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