Introduce the growth trend of the lithium-ion battery pack barrier industry

⒈3C digital and new energy vehicles accounted for more than 90% of the scale demand from the important downstream market in 2017. It can be seen that the current scale of 3C digital and new energy vehicles in my country is an important demand scale for lithium-ion batteries, which together account for The ratio is 90% higher; energy storage batteries rank third, with a demand ratio of 6.6%. On the whole, the downstream demand of my country's lithium-ion battery barriers is more convergent, and the growth of the downstream market has a greater impact on the growth of the wealth of lithium-ion battery barriers. ⒉The proportion of coated membranes has slowly increased. Among the demand for lithium-ion battery barriers in the market for years, the proportion of coated membranes has continued to increase. In 2017, the proportion of demand for coated membranes from important overseas lithium-ion battery pack companies was close to 50 %. In contrast, the demand for coating barriers by major domestic battery companies still stays at around 20%. On the whole, compared with the world's leading battery companies, there is still a lot of room for growth in my country's coating barrier demand in the future. ⒊The fierce value competition is familiar with the fact that the barrier of lithium-ion battery packs is a sweet pastry. In order to occupy the commanding heights of the next ten years, major companies have expanded their production. The new output in 2017 is more than the sum of the previous two years, although the demand is always strong. , But the short-term swarm will definitely lower the industry's gross profit margin. Competition promotes the decline in the value of the barrier of lithium-ion battery packs. Among them, the value of the wet barrier is relatively good, more than double the low-end dry double pull, so this is the reason why everyone has focused on the wet barrier. After all, the gross profit margin is higher. In particular, several leading companies, such as Xingyuan Material, Zhongke Technology, Jinhui High-Tech, Cangzhou Pearl, and Yiteng New Energy, have expanded their production and disorderly expansion, or they may bring this sub-industry into a more fierce competition! ⒋High-end products will be the future growth of the lithium-ion battery pack market. The low-end products will compete fiercely, and the high-end products will be the growth trend. In the early stage of industry growth, Chinese companies were subject to factors such as matrix materials, equipment, and production processes. The main focus was on low-end and low-end products. The phenomenon of homogeneity was serious, which made the competition of low-end products increasingly fierce and the value of the barriers continued to decline. 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 post: Do you know the general purpose of lithium ion battery ceramic barrier?