What are the characteristics of the competition in the lithium battery separator industry?

The percentage of production of wet-process diaphragms has increased year by year. From the perspective of the process itself, dry-process diaphragms and wet-process diaphragms have their own advantages and disadvantages. Dry-process diaphragms have greater advantages in terms of processing technology, cost, environmental protection and economy, while wet-process diaphragms have short circuits. The advantages of low rate, large porosity and air permeability controllable range. Judging from the current market use, and from the selection of global lithium battery companies, dry separators and wet separators coexist. However, in recent years, as the proportion of ternary lithium batteries has increased, the proportion of wet separator production has also steadily increased. The latest data show that in 2017, the domestic production of wet-process diaphragms reached 806 million square meters, accounting for 56%, and the share exceeded that of dry-process diaphragms. In view of the respective characteristics of dry-process diaphragms and wet-process diaphragms, the demand for wet-process diaphragms will gradually increase in the future, but it will not completely replace dry-process diaphragms in a short period of time. Feature 2: Highly Concentrated Companies in Shipment Volume According to the shipment volume, in 2017, my country’s dry-process diaphragm and wet-process diaphragm companies have a relatively high degree of company agglomeration, especially for wet-process diaphragms. The top three companies’ shipments accounted for The ratio reached 71%, and the top five accounted for 87%; the top three companies of dry process membrane accounted for 42%, and the top five accounted for 55%. Feature three: Regional production is distinct. Judging from the current regional distribution of lithium battery separator material companies in my country, the overall concentration is relatively high, mainly concentrated in East China and Central China, with output proportions reaching 48% and 27% respectively; South China also has a share of output 10%, other regions are below 10%. Feature 4 The company’s production expansion is accelerating, and competition will intensify in the future. According to the data, as of the end of 2017, the domestic production of lithium battery separators has been confirmed to be about 2.9 billion square meters. According to the current output, the companies with larger output include Hunan Zhongli, Shanghai Enjie, Xingyuan Materials, Zhongxing New Materials, Tianjin Donggao, Suzhou Jieli, Henan Yiteng, etc., with output of 200 million square meters. Above, the total output is 1.928 billion square meters, accounting for more than 67%. In the future, domestic lithium battery diaphragm companies plan to build a total output of more than 6.2 billion square meters. With the existing output, my country's lithium battery diaphragm output will exceed 9 billion square meters. From the company's point of view, the production advantages of Beixing New Materials and Shanghai Enjie will be further expanded by then. However, with the increase of market participants, industry competition will further intensify in the future. 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: Thermal characteristics decomposition of large-size square lithium batteries