Analyze the price trend of lithium-ion battery separators

The price trend of lithium-ion battery separators in 2019, the unit price of lithium-ion battery separators. Lithium-ion battery separators can be divided into dry and wet according to the manufacturing process. In 2018, the lithium-ion battery separator industry will face fierce homogenization competition. It is expected that the price of separators will continue to decrease in 2019, and different companies will face different choices. By 2020, the lithium-ion battery separator industry will show a clear pattern. Compared with the domestic market, the price trend of lithium-ion battery separators in 2019 is relatively small in foreign markets. At the same time, the company's target market is the mid-to-high-end market with relatively small price cuts. The company reduced production costs through technological advancement, offsetting the impact of price drops. The company is positioned as a global company, and the proportion of exports will gradually increase. Lithium-ion battery separators belong to the materials industry, which is a capital-intensive industry. Only high gross profit can support industrial development. We think the gross profit margin is around 40%. By improving technology, improving production efficiency and output, reducing costs, increasing the proportion of overseas sales, and maintaining a relatively stable gross profit margin. The production utilization rate of the domestic lithium separator industry is low, and the application is mainly concentrated in the low-end areas. Power lithium-ion batteries and other high-end batteries should rely heavily on imports. The price of dry diaphragms has fallen by about 70% compared with 3 years ago, and the gross profit margin has been reduced to about 25%, wet film technology is not yet mature. Currently, lithium-ion battery separators produced by a dry process are relatively inexpensive. About 5 yuan/square meter. Prices will continue to fall in the future. The price of wet-process diaphragm is 10-12 yuan/square meter. For wet-process diaphragm production, there are currently almost no companies that have a real production scale in China, and the current business gross profit rate can reach 50%. Among the many factors that affect the gross profit margin of lithium-ion battery separators, product prices have a more obvious impact than operating costs. The sharp decline in the gross profit margin of many separator peers is obviously related to the decline in the price of separators. At the beginning of January 2018, the mainstream price of 16m lithium-ion battery wet separator was 3.3-4.4 yuan/m2, and it was further reduced to 3-3.6 yuan/m2 in mid-to-late April, and it further fell to the lower limit of 3.5 yuan/m2 in early May. On an annual basis, this trend is even more pronounced. The unit price of lithium-ion battery separators is the largest in the production cost of lithium-ion battery separators. Equipment depreciation and labor costs account for nearly half. Important raw materials such as polyethylene, methylene chloride, and white oil account for about 30%. Qi accounts for about 20%. In the same period, the unit prices of semi-finished base membranes were 3.76 yuan/m2, 3.85 yuan/m2, and 3.04 yuan/m2, down 19.15%. The unit prices of the finished products are 4.13 yuan/m2, 4.3 yuan/m2, 4.12 yuan/m2. The unit prices of the base film from 2015 to 2016 and 2017 from January to August are 4.29 yuan/, 4.02 yuan/, and 3.82 yuan/; From January to August 2017, the unit price of coating was 6.82 yuan/m2, and in 2017 it was 6.08 yuan/m2, with a decrease of more than 10%. Through ceramic coating technology, wet film can completely surpass dry film in terms of thickness, through-hole characteristics, safety and other properties. The combination of wet film and ceramic coating will also become an important direction for future diaphragm development. The core of the coating process is the formulation of the coating paste. The coating paste mainly contains ceramic particles, binders, solvents and additives. According to different usage conditions in the downstream, there will be different material ratios. The innovation of coating technology will also improve the company's core competitiveness. Due to the outstanding advantages of wet film, its performance can be improved by coating. In recent years, wet film has developed rapidly in my country. The demand for wet film in the past two years. In terms of price, with the release of production and the continuous improvement of technology, the price of lithium-ion battery separators has been declining in recent years. As of the first quarter of 2018, the average prices of wet film, dry single stretched film, and dry double stretched film were 2.9 yuan/square meter, 1.9 yuan/square meter, and 1.5 yuan/square meter respectively. It can be seen from the trend of diaphragm production and output that wet diaphragms are an important driving force for the diaphragm industry in the future, and the market share will continue to increase. 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: Regulations on carrying lithium-ion batteries in the luggage of civil aviation passengers