EV battery
Domestic lithium battery separators are facing huge challenges and opportunities
by:Vglory
2021-04-09
Domestic lithium battery separators are facing huge challenges and opportunities. my country’s estranged industrial high-end shopping malls are still being monopolized by foreign countries. Gu Chuanming, general manager of the barrier division of Cangzhou Mingzhu Plastic Co., Ltd., believes that in 2013, it is estimated that , my country’s actual shipments of lithium batteries reached 265 million square meters, while official statistics are 180 million square meters. Up to now, it is estimated that the new output is nearly 800 million square meters, and more than 30 companies have already put into production and plan to put into production, far exceeding the total global demand. Gu Chuanming analyzed that most of the processing capacity and the processing capacity released by practice, most companies have considerable income and expenditure, that is to say, the domestic practice separation rate of return is very low. Among the companies that have formed processing capacity, more than one-third of the processing capacity process is a dry double pull process, which occupies a large share of my country's low-end market. In his analysis of my country's gap mall, Gu Chuanming said that due to the high skill content of gap and the primary skills in the hands of a few companies, there is still a certain gap between the quality of domestic products and foreign companies. Now, he believes that due to the financial pressure of various lithium battery companies and the progress of the domestic quality gap, almost all lithium battery companies are trying to introduce the domestic gap, but some very high quality standard batteries and the interests of related companies are the most central. , The most still import barriers, the highest-end alienated giants monopolize my country's foreign trade barriers. According to reports, my country’s current import gap is 120 million square meters, and the share has fallen from 75% a few years ago to about 50%, but the gap in the value gap is much higher than that of imports. In my country, the gap in my country is about 800 million yuan. It is mainly concentrated in the low-end market. There are five huge gaps between Chinese companies and foreign giants. Gu Chuanming believes that these distances are first manifested in the company's strength. Celgard America, Japan's Asahi Chemical and Dongran have tens of billions of assets. Together, these companies are industrial diversified companies. , There is enough financial support for research and development. At this point, the gap between Chinese companies is a very large distance. Next comes the raw materials. Generally, the gaps in the processing of commercial lithium batteries are processed with PP resin or PE resin. However, the choice of materials with different molecular weights has a great influence on the final performance of the barrier. Only Asahi, Celgard and Toray have independent polymer laboratories with their own materials. In the process of understanding, many foreign barriers are from battery companies to skilled talents, so there is a gap in understanding the needs of cells. There are many obstacles in our country and there is almost no background in battery companies. Now domestic companies are classified into three categories. The first is plastic production companies. Especially for stretch films, the second category is other occupations, and the third category is islands based on vc. Then there is the equipment. Gu Chuanming analyzed that we lacked a deep understanding of the process to guide the equipment. In the process of guiding the equipment, we could not make good equipment, and foreign companies closed the equipment to the origin of the United States. Domestic companies have poor equipment processing capabilities and are unwilling to invest in equipment, which constitutes the relationship between us. The distance and foreign companies. The last point is the method. For Gu Chuanming, it is very important for the author to be estranged from battery safety. In this industry, trust is very important. It usually takes 2-3 years for battery companies to replace estranged suppliers. The brand and reputation accumulated by world-renowned companies in the market over the years are not available to Chinese companies in a short time. 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: X-ray detection of overheated lithium battery
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