Introduction to the current status of the lithium battery separator industry and the gross profit margin of the lithium battery separator industry

Current Status of Lithium Battery Diaphragm Industry Lithium battery diaphragm is a key inner component of lithium battery, which can affect the key performance of lithium battery such as capacity, cycle performance and charge and discharge current density. According to different processing techniques, lithium battery separators are generally divided into dry-process diaphragms and wet-process diaphragms. The dry process can be divided into dry-process single-pull diaphragms and dry-process double-pull diaphragms, or dry-process single-layer diaphragms and dry-process multilayers. Diaphragm. Currently, industrialized lithium battery separators are mainly prepared through dry and wet processes. From the perspective of cost, uniformity and processing line, the cost of dry-process diaphragms is relatively lower than that of wet-process diaphragms due to the lower processing complexity; however, in terms of precision control, the uniformity of dry-process diaphragms is more difficult to control than wet-process diaphragms. . At present, relatively large-scale lithium battery manufacturers often require cell manufacturers to use ceramic coating films, which has also prompted many battery manufacturers and separator manufacturers to invest a lot of energy on ceramic coating research. But in fact, ordinary battery cell factories cannot afford the cost of high-end ceramic-coated diaphragms. In terms of application, in the field of power lithium batteries, wet process separators have significant advantages over dry processes in terms of performance and safety, and are more able to adapt to the current trend of new energy vehicle power lithium-ion batteries gradually developing towards high energy density. Diaphragm is an important part of lithium battery. In recent years, the price of diaphragm has dropped rapidly after the successful localization of the diaphragm, and the proportion of the total cost of lithium battery materials has also decreased, generally around 7-15%. Generally speaking, due to the high unit cost of the positive and negative materials in the ternary battery, the cost of the separator accounts for less than 10%, and the unit cost of the positive and negative materials in the lithium iron phosphate battery is relatively low, and the cost of the separator accounts for about 15%. Among lithium battery materials, diaphragm technology barriers and gross profit margins are relatively high, and it is also the last material to achieve localization. Demand for lithium battery diaphragms, especially for power lithium battery diaphragms, has risen rapidly in a short period of time, and due to the impact of domestic subsidy policies, overseas battery manufacturers are basically unable to enter the supply chain of domestic car companies. Under this special policy environment and time window, a group of domestic companies represented by Shanghai Enjie, Xingyuan Materials, Hunan Zhongli, etc. began to increase investment in the production of lithium battery diaphragms, and quickly occupied a certain market share in the world. . The future of lithium battery separators is based on the future of power lithium-ion batteries. Power lithium-ion batteries will be safer, larger in capacity, longer life, and more powerful in the future. Then the technological development of separators will also move in the direction of batteries. The gross profit margin of the lithium battery separator industry The gross profit margin of the entire lithium battery separator industry has dropped from more than 40% in 2012 to about 20% in 2013. At present, the general price of domestic ceramic coating film is more than 9 yuan/square meter, and the price is 4-5 yuan/square meter more expensive than ordinary membranes, and the cost is increased by 2-3 yuan/square meter. Some high-end products are even more expensive. At present, the diaphragm market should be one of the few links in the lithium battery industry chain that maintains a high gross profit margin, which is still maintained at about 40%. At the same time, the battery cell company still believes that there is greater room for price reduction in the diaphragm link. Therefore, for a long time in the future, the diaphragm company will have greater pressure to reduce costs and upgrade its products to high-end products. 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: The important difference between lithium iron phosphate battery and ternary lithium battery