Interpretation of the prospects and growth trends of the domestic lithium-ion battery pack industry

In the layout of lithium-ion battery packs, barriers are one of the key internal components. How the function of the barrier directly affects the characteristics of lithium-ion battery packs such as the cycle, capacity, and safety performance, and also has a significant impact on the overall performance of the battery. Introduction to the barrier The detailed purpose of the barrier is to separate the positive and negative poles of the lithium-ion battery pack to prevent short-circuits between the north and south poles due to war, and it also has the effect of allowing electrolyte ions to pass through. There are a large number of tortuous micropores on the barrier, which can effectively guarantee the free passage of lithium ions to form a loop. At the same time, it is also possible to prevent the positive electrode by closing the cell when the lithium ion battery pack is too charged or the temperature is too high. Fight with the negative electrode to achieve the purpose of insulation. The material of the barrier is non-conductive, and its physical and chemical properties have a great influence on the function of the battery. The types of batteries are different and the barriers to recycling are also different. According to the difference in production technology, in general, there are two distinctions between dry barriers and wet barriers. It is the dry process that is important for recycling at home, while the wet process is more common in overseas. The recent growth of domestic barriers has been following the localization of barriers for years, the value has greatly decreased, and the proportion of the total cost of lithium-ion battery pack materials has also decreased, generally at 7%. Up to 15%. In the lithium iron phosphate battery pack, since the unit cost of the positive and negative materials is relatively low, the ratio of the barrier to the overall cost is higher than that of other types of lithium-ion batteries, accounting for a percentage of Your fifteenth. Among the constituent materials of lithium-ion battery packs, the skill content required for barriers and the gross profit margin are relatively high. Among these materials, Gap is the last one to achieve localization. Over the years, as domestic research institutes have broken the lithium-ion battery preparation process, coupled with national policy support, and large capital investment by production companies, my country’s market share in the global lithium-ion battery pack gap has rapidly increased. Compared with overseas, in the past, the production process of domestically separated production companies is mainly based on dry stretching. However, in recent years, following the continuous transformation of the wet production process by domestic companies, the production and functions of the wet production have become closer and closer to overseas. With the growth of skills, domestic companies have expanded the production of wet process barriers, and the domestic barrier market has undergone great changes compared with the previous ones. At home, the biggest demand for barriers is the power lithium battery market. Some relevant personnel conducted calculations on the China Disabled Persons’ Federation and the total demand of the domestic estrangement. Last year's domestic output was generally close to demand. Considering that the demand growth rate for wet process barriers in the market is clearly higher than that of dry process barriers, the supply and demand of wet process barriers in the market is still tight. From this year onwards, according to estimates, in an environment where the companies put into production smoothly, the total output of the domestic barrier will be higher than the demand. The prospect of the domestic barrier industry follows the increase in the supply of lithium-ion battery packs on the market. In the future, competition in the barrier market will intensify, especially the production of wet process barriers will be greatly promoted, which will affect the barriers between wet and dry processes. The value of the product created greater pressure. 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: How to prevent lithium-ion battery pack explosion?