Detailed explanation of the market development trend of lithium iron battery separator industry

The market development trend of iron-lithium battery separator industry. In recent years, as domestic separator processing companies continue to improve the wet processing technology, the output and performance of wet separators are getting closer and closer to the level of foreign companies, and domestic companies have rapidly expanded their production of wet separators. , The pattern of the lithium battery diaphragm market has also changed. Although the dry-process diaphragm technology is mature and the price is low, the wet-coated diaphragm has distinct advantages in terms of diaphragm thickness and electrolyte wettability. Therefore, wet + coating is the mainstream trend. In the future, dry-process diaphragms will be compared with wet-process diaphragms. Maintain a market share of 10% and 90%, respectively. High-end products will be the future development direction of the lithium battery separator market. As the demand for safety and load density of lithium batteries continues to increase, the demand for high-end separator products is also increasing. At present, the profitability of my country's high-end diaphragm market is still guaranteed, especially for wet-coated diaphragms with higher barriers. The gross profit margin of Xingyuan Materials and Cangzhou Pearl Products, which are capable of processing mid-to-high-end products, both exceed 50%, which is much higher than the domestic average level, and has entered the supply chain system of domestic and foreign first-line power lithium-ion battery manufacturers. Therefore, high-end products will be the future development direction of the lithium battery separator market. According to the calculation of 1GWh power lithium-ion battery corresponding to 20 million square meters of dry diaphragm or 20 million square meters of wet diaphragm, it is estimated that the global demand for lithium battery diaphragms will be 1.468 billion square meters in 2018, and it is expected to exceed 3.3 billion square meters in 2020. Assuming that the unit price of diaphragm drops by 10%-15% annually, the global diaphragm market will still be close to 10 billion in 2020. Although the red sea of u200bu200bprice wars has started, the iron-lithium battery separator company's determination to expand production has not stopped. Amid the sound of expansion in the lithium battery separator industry, overproduction is looming. At present, the current status of my country's lithium battery separator market is rapidly growing due to the explosive rise of new energy vehicles. my country's iron-lithium battery separator production is expanding rapidly, and industry competition will continue to intensify in the future, the price of lithium battery separators will further decrease, and the gross profit margin will also become lower. But at the same time, the replacement rate of imported high-end lithium battery separators will further increase, and the industry's huge profits will return to rationality. At the same time, the average price of iron-lithium battery separators will fall, industry competition will intensify, small companies will be eliminated, and the strong will win the market. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete. Previous: What is the future of lithium batteries for new energy vehicles