Is there a big market opportunity for lithium battery separator materials?

In the structure of lithium batteries, the separator is one of the key inner components. The performance of the separator determines the battery's interface structure, internal resistance, etc., and directly affects the battery's capacity, cycle, and safety performance. A separator with excellent performance has an important purpose for improving the overall performance of the battery. The important purpose of the separator is to separate the positive and negative electrodes of the battery to prevent short-circuiting of the two poles in contact, and also has the function of allowing electrolyte ions to pass through. The performance of the diaphragm directly affects the battery's internal resistance, discharge capacity, cycle life, and battery safety performance. The discharge principle of a lithium battery is that the lithium ions in the negative electrode material of the battery desorb and move to the positive electrode through the electrolyte, thereby completing the rapid transmission of lithium ions between the positive and negative electrodes during the charging and discharging process. In the past few years, more and more companies have entered the lithium battery separator industry, which is mainly due to the high profits in the field of separators. In the cost structure of lithium batteries, the separator accounts for 21%, the cathode material accounts for 19%, the anode material accounts for 9%, the electrolyte accounts for 13%, and other materials account for about 38%. The technical content of the separator is high, so although the cost structure of the lithium battery It only accounts for 25%, but the gross profit margin is as high as 70%, which is the most profitable link. Diaphragm is the last link in the lithium battery industry chain for localization. At present, most domestic high-end diaphragms rely on imports. With policy promotion and technological innovation breaking through, the process of domestic substitution will accelerate. The breakthrough path is first in the process, among which light and thin has become a trend. With the development of the lithium battery industry, domestic lithium battery separators in the domestic market have gradually entered the lithium battery circle. Domestic separator battery manufacturers represented by Henan Xinxiang Green and Zhongke Technology, Foshan Jinhui Hi-tech, Taiwan Gaoyin, etc. are rapidly Compared with imported diaphragms, the price of its products is only 1/3~1/2 of that of imported diaphragms, and the procurement cycle is relatively short. However, the thickness, strength, and porosity of domestic diaphragms cannot be taken into account as a whole, and the stability of mass production batches is poor. Most domestic lithium battery manufacturers use imported diaphragms, so research and development are low-cost, simple production processes, and appropriate pore sizes. Microporous polymers with high porosity and mechanical strength that can meet the requirements are of great significance for separators to improve battery performance and reduce battery costs. 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: What are the reasons for excessive self-discharge of lithium batteries