Decompose the price trend of lithium iron battery separator industry

Decomposing the price trend of the lithium iron battery separator industry The domestic iron-lithium battery separator industry has a low production utilization rate, and the use is mainly concentrated in the low-end category. The high-end applications such as power lithium battery rely heavily on imports. The price of dry-process separators has dropped by about 70% compared with 3 years ago. , The gross profit margin has dropped to about 25%, and the wet membrane technology is not yet mature. At the beginning of January 2018, the mainstream price of 16μm wet process diaphragm was 3.3 yuan-4.4 yuan / square meter, and in mid-to-late April it further fell to 3 yuan-3.6 yuan / square meter, and the lower limit was further dropped to 3.5 yuan / square meter in early May. Square meters. If you take the year as the unit, this trend becomes more and more obvious. In the same period, the unit price of base film semi-finished products was 3.76 yuan/square meter, 3.85 yuan/square meter and 3.04 yuan/square meter, a decrease of 19.15%; the unit prices of finished products were 4.13 yuan/square meter, 4.3 yuan/square meter and 4.12 yuan/square meter . At present, the price of diaphragm manufactured by dry process is already very low, at about 5 yuan/square meter, and the price will continue to fall in the future. The current profit margin is already very low; the price of wet process diaphragm is 10-12 yuan/square meter, wet There are almost no domestic companies that have large-scale processing of diaphragms processed by French technology. At present, the gross profit rate of this business can reach 50%. In terms of price, with the continuous release of production and continuous improvement of technology, the price of diaphragms has been declining in recent years. As of the first quarter of 2018, the average prices of wet-process diaphragms, dry-process single-pull diaphragms, and dry-process double-pull diaphragms were 2.9 yuan/square meter, 1.9 yuan/square meter and 1.5 yuan/square meter, respectively. It can be seen from the production and output trends of the diaphragm that the wet-process diaphragm is an important direction for the future of the iron-lithium battery diaphragm industry, and its 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: What are the safety test methods for lithium batteries