Analyze the characteristics of lithium battery separator industry

At present, my country's lithium battery separators have made major breakthroughs in the dry process, and have world-class manufacturing levels. The wet process technology has also been continuously improved. In recent years, the output and output have steadily increased. With the continuous development of wet process technology, the competitive landscape of my country's lithium battery separator industry has also undergone some changes. Feature 1: The proportion of wet-process diaphragm production has increased year by year. From the perspective of the process itself, dry-process diaphragms and wet-process diaphragms have their own advantages and disadvantages. Dry-process diaphragms have greater advantages in terms of processing technology, cost, environmental protection, and economy. Wet-process diaphragms It has the advantages of low short-circuit rate, wide controllable range of porosity and air permeability. Judging from the current market applications, from the selection of global lithium battery companies, dry-method diaphragms and wet-method diaphragms coexist. However, in recent years, as the proportion of ternary lithium batteries has increased, the proportion of wet separator production has also steadily increased. The latest data shows that in 2017, the domestic production of wet-process diaphragms reached 806 million square meters, accounting for 56%, and the share exceeded that of dry-process diaphragms. In view of the respective characteristics of dry and wet diaphragms, the future demand for wet diaphragms will gradually expand, but it will not completely replace dry diaphragms in a short period of time. Feature 2: High Concentration of Shipments. In terms of shipment volume, in 2017, my country’s dry-process diaphragm and wet-process diaphragm companies have a relatively high degree of company concentration, especially for wet-process diaphragms, the top three companies’ shipments. The proportion reached 71%, and the top five accounted for 87%; the top three companies of dry process membrane accounted for 42%, and the top five accounted for 55%. Feature 3: Obvious regional output. From the current regional distribution of lithium battery separator materials companies in my country, the overall concentration is relatively high, mainly concentrated in East China and Central China, with output proportions reaching 48% and 27% respectively; South China's output proportions There are also 10%, and other regions are all below 10%. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: Analysis of the difference between lithium battery and polymer battery